Salesforce - review, opinions, features

What is Salesforce?

Salesforce is a well-established CRM system. Although it is often associated with large corporations, it is gaining popularity among small and medium-sized enterprises (SMEs). It is a tool with advanced capabilities, and while it may seem complicated at first, in practice it is relatively easy to use on a daily basis.

Table of contents:

Importing contacts into Salesforce
Salesforce CRM
Reports in Salesforce
Dashboard
Mobile application
Salesforce pricing
Salesforce pros and cons
Salesforce reviews
Frequently asked questions - Salesforce FAQ

Importing contacts into Salesforce

Importing contact data is a key feature in a CRM system. Salesforce offers a clear data import wizard, but the available file formats are limited to CSV, Outlook CSV, Act CSV and Gmail CSV.

Salesforce CRM

Salesforce has a very well set up process trigger system. One of the unique aspects is the ability to separate the company and contact base from the base of potential customers (leads) and sales opportunities. This means that you can track and measure the activities involved in acquiring new customers (leads), and then move seamlessly into the sales process, turning them into sales opportunities (opportunities).

The Salesforce system allows you to define processes and their statuses, so you can record activities and mark them as completed once they have passed a certain stage.

Further down the line, following an established pattern, we can turn a potential customer (lead) into a sales opportunity.

In Salesforce, we have access to various views, including the classic kanban view, list view and detail view, which allow us to effectively manage sales opportunities.

Reports in Salesforce

Salesforce offers a rich set of standard reports that can be customized, and also allows the creation of custom reports. This allows users to analyze sales, marketing and operational data and generate reports that provide valuable information on company performance. This is an important tool for management and business decision-making.

Before you start creating and sharing your own reports, it's helpful to know some reporting principles.

First of all, remember that a carefully designed report runs more efficiently. Before you start creating a report, think about what questions you want it to answer. By following these simple steps, you will be sure that the report provides all the necessary information. Access to reports is controlled by the access permissions of the folder in which they are stored. Therefore, it is important to make sure that the report is saved in the correct folder.

Dashboard Salesforce CRM

Salesforce's dashboard view allows users to create interactive summaries and analyses that aggregate data from various sources and reports in one place. This tool allows you to quickly visualize key performance indicators (KPIs) and provides users with information that is relevant to their work. Dashboards are flexible and customizable to help you make effective business decisions.

Create tasks in the Salesforce dashboard

The task management function allows us to track our interactions and activities with customers. We can add tasks that are associated with a specific company or person. These tasks can be one-time or recurring and have a specific deadline, status, type and can be marked as open or completed. We can also assign tasks to other people.

Mobile application

Salesforce has a mobile version available for download for both iOS and Android devices. The app is intuitive and allows easy management of contacts, sales opportunities and tasks.

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Salesforce Price List

Salesforce offers 4 different pricing packages:

Each of these packages has a different number of available features, so you should consider whether the cheaper options will meet your needs. For example, in the two cheaper Salesforce packages, sales automation capabilities are severely limited.

Salesforce offers the option of a free trial period lasting 14 days. After that time, you must decide whether you want to purchase a license or cancel the application.

Starter package for $25: A simple CRM toolkit with marketing, sales and customer service features for small teams.
Professional package for $80: A complete CRM system for teams of any size.
Enterprise Package for $165: A deeply customizable sales CRM system for your business.
Unlimited package for $330: The ultimate platform to develop and grow your business.

Salesforce pros and cons

Salesforce has many advantages, such as:

Very broad functionality, which allows you to customize the system to meet different business needs.
The ability to filter and set views in the contact database, making it easy to manage data.
Two-way calendar synchronization with Google and Outlook, which allows for efficient scheduling.
Visual representation of the sales process in a kanban view, making it easier to monitor sales opportunities.
Email integration for convenient correspondence management.
Ability to attach emails to customer files, making it easy to track contact history.
Templates for communicating with customers, which speeds up communication processes.
To-do module, which helps in planning and tracking activities.
Ability to add custom fields to companies, contacts and sales opportunities, allowing you to customize the system.

Salesforce also has its drawbacks, including:

High implementation and operating costs.
A sometimes complicated interface that can take time to master.
Lack of support for the Polish language version.
Lack of ability to accurately analyze the reasons for a winning sales opportunity.
Lack of call tracking functionality in the mobile app.

Reviews about Salesforce

Users of the program value it primarily for:

Ease of use
The quality of the customer service offered
Ease of implementation into company structures

We can also read about the program:

Salesforce is a CRM system that was originally aimed mainly at large enterprises and corporations. However, as the software-as-a-service (SaaS) industry developed
Salesforce has expanded its features to become more accessible and user-friendly for smaller companies, including SMEs (Small and Medium Enterprises). Because of this flexibility, the system can be customized to meet different business needs, making the Salesforce implementation process different from other CRM systems.

Frequently asked questions - Salesforce FAQ

Can Salesforce be integrated with email?

Of course, there is an option to connect with email, which improves the convenient management of correspondence.

Who is Salesforce for?

Salesforce is a versatile platform that can be used to support different departments in your company. You can customize standard features or create your own customized ones, giving Salesforce a wide range of applications. Customers using Salesforce CRM come from a variety of industries.

Is it complicated to implement Salesforce?

No, implementation of the system is very simple and not a problem.