Our overall sales have boosted an additional 20-30% as a result of switching over to Salesforce! Whether your employer has a team of 2 sales people or even 200, salesforce is the only sales tracking, data management CRM you will ever need as the accessibility and individual components that are offered to each individual user are an incredible value for what the true cost is to use Salesforce. I would 100% recommend Salesforce to any sized company seeking growth based around goal-setting and team collaboration. Maybe we were incompetent, but no SaaS user should ever be so up a creek. Even the print and format of the reports was too small. It's great for a big company, but once they sold us and we signed on for three long years, we were sunk. Frankly, the legal pad that we used to keep track of issues and opportunities was far better than this expensive nightmare that withered off eventually due to non-user-friendliness. It required the commitment of more time and staff than as a four-person enterprise we had to spare. The set up process was poor, hence we didn't help ourselves much by the inept, unschooled effort in setting this tool up. It was going to change our business life.
The prospect of improving project tracking, opportunities, etc. Not ideal for a business where every client and every engagement was unique. It was like you needed a team just to track the project tracking, data entry and reporting. People were too busy to keep it up to date. Boy, was I a fool to think this would be easy. Eventually, we dumped it and went to a simpler tool. If you didn't set it up right, that's your problem. If you are having trouble using it live with it. If you signed up for too many licenses, tough luck. It is also expesnive of course but really it's in the "you get what you pay for" category.Ī three-year mistake that cost us plenty, a fool's gamble. Doing it without a trusted 3rd partner is very difficult.
The intial configuration is time consuming and there is a lot of knowledge required to get the setup right. The possibilities are endless, dauntingly so. Trailhead allows you to pick an area of interest, learn as you go, put your training into practical use in a dedicated salesforce org and then automated testing of what you have completed. It also has, hands down, the best online system training i have ever seen. There are so many standard objetcs to play witha nd then you can create brand new ones to fit your requirments. You can change, add, update, reconfigure basically everything. There is so much powerful functionality it's taking time to bed everything down but it's a positive step for my company. We are integrating it with other systems (workflow, ERP) to get as much information in one place for our sales teams to be more efficient. But i feel it will make a large positive impact on our sales and customer service teams. We started with nothing so it's a large change managment component. Essential and Powerfull syste - If you can afford it