Salesforce Review 2017

About Salesforce

salesforce review

SalesForce is one of the best marketing services which is suitable for all business and it makes it easy to manage marketing efforts of your company. It divides the services into 4 tier. The lowest plan starts at just $25 per month. The user can choose their services as they like.

SalesForce Review

Salesforce has become of the successful CRM providers of all time takes to its advanced technology integration to its every products.

There are four tiers within Sales Cloud

  1. Salesforce IQ CRM Starter
  2. Lightning Professional
  3. Lightning Enterprise
  4. Lightning Unlimited

Salesforce IQ CRM plan is one of the basic plans and the price starts at $25 per user per month. It offers basic sales and marketing for five users. It also offers account and contact management, opportunity tracking, lead scoring and assignment, task and event tracking, customizable reports, mobile access, case management, and Outlook sync.It is easy to use the CRM software such as PipelineDeals or Zoho CRM.

Lightning Professional plan is well suitable for the small business and the price starts at $75 per user per month with an annual subscription. In this plan, it offers unlimited uses. It offers campaigns, customizable dashboards, products, quotes and orders, mass email, and role-based access for users. It contains a lot of features. It provides a free tool like Bitrix24 CRM, Zoho CRM,etc.,

Lightning Enterprise plan is the most company’s popular tier and the price starts at $150 per user per month with an annual subscription. It contains extra features like workflow and approval automation, report history tracking, enterprise territory management, profile pages, custom app development, and access to the web services API. It provides Salesforce Identity which provides sign in option for each user. It also provides Salesforce App Exchange which helps to create own app stores.

Lightning Unlimited plan allows unlimited offers and the price starts at $300 per user per month with an annual subscription.It offers unlimited customizations, multiple sandboxes, custom apps, 24/7 toll-free support, and unlimited training. It suitable for both small business and growing businesses.

Setup and User Experience

Salesforce offers 30-day trial software. It has a robust import/export tool which is useful to simplify the process. If you use Insightly CRM, you don’t need to sign up for the trial. Salesforce offers no cancellation fees instead of that you get a refund of the unused portion.

Salesforce is the simple and more powerful way to get started users. On the left side of the screen, it will show the performance this will helpful for the pathways for new users. It also having the video tutorial and PDF of the user guide.

Menu options are also available in the tabbed interface. Home screen contains news feed, updates, and notes from other users, it will also display the tasks and scheduled activities.

The bottom of the screen contains your tasks and calendar with scheduled events. A universal search bar is at the top of the screen which helps to search all the thinks.You can also see the links to download the mobile app from the App Store and Google Play on this screen.

Benefits of Using Salesforce Smart User-friendly interface

The user interface is very simple and easy to use and understand. They provide the dashboard that can be easily customizable It allows you to view a real-time performance and tasks and a calendar. It contains more functions.

Easy customization

With the provided point-and-click app builder you can able to build your own salesforce application. You can also publish your custom build apps to Salesforce’s marketplace to be shared with other salesforce users. User customization to those apps can also be done very easily.

Get support from multiple sources

Salesforce employs a massive staff they support the customer and solve the problems very easily. They have the multiple sources to support the customer like live chat, can also a phone, email, and social media.

Integrated Social CRM functionality

Customers can share their feedback and reports using social media like Twitter, Facebook, Google+, and LinkedIn.There will be the quick response and also be understanding the marketing status of each company also monitor and respond to conversations that are relevant to your organization.

 

AppExchange

AppExchange enables you to scale and customize your CRM in a cost-effective manner. By using Salesforce’s application marketplace, you can easily install a wide variety of applications, search for applications,  read reviews on applications.

Cons of Salesforce

Relatively Expensive

Compare to other marketing services Salesforce is more costly. People use customizable CRM application from a solid brand.  Even though it is costly it contains lots of features that help to work easily.

Additional Key Capabilities

  1. It creates workflows and schedules the routine action or task by using the Visual Process Manager.It reduces the manual work and activities and helps to improve the process consistency.
  2. The Salesforce Mobile app comes with the Unlimited Edition .Nowadays mobile users are more and the mobile CRM apps are very effective and well designed for mobile form factors.
  3. Salesforce has adopted an HTML5 application direction,s o the design will be easy.
  4. Salesforce integrates with the Microsoft Outlook called Salesforce for Outlook.
  5. The company enjoys a strategic relationship with Google.

Services

It includes key support features such as live chat, knowledge base, customer portal, online communities and industry-best social media tools.It allows to an agent to answer the queries.Social Agent into their website for live chat between agents and customers.

Features

  • Data Storage: 20MB – 120MB/user, 1GB/org
  • Providing Free Trial for 30 days.
  • Number of Users varies and start from 1 user to Unlimited users.
  • It is Contract Agreement.

Conclusion

Salesforce is very accessible and powerful platform for any business.You can also integrate Salesforce with any project management system so that we can pass leads into projects that are assigned out to relationship managers.

 

 

 

 

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