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What can be improved in Salesforce?



What can be improved in Salesforce?


If you've been looking to adopt technology solutions for better productivity, then it's time you consider using Sales Cloud or Service Cloud by Salesforce. These two platforms enable companies to manage their customer base and deliver products faster than ever before. In this article, you'll learn about what makes these services so great. 

You will also find out how they have helped companies become more productive and reduce costs while increasing revenue. Read on!

What are the benefits of Salesforce sales cloud?

The easiest way to understand why you need SalesCloud is by considering its features. Here are some key ones to know about:

Real-time mobile access. You can use your phone to make calls to existing accounts, schedule new appointments, send emails at any hour, track leads, and much more. All without leaving your desk.

Integration with other systems. It means your data feeds into various apps such as HubSpot CRM (customer relationship management), Zoho CRM, Google Calendar, etc., allowing users to view all information together. This saves them time and increases efficiency.

Unified interface. When working on an account, you don't feel like switching between different screens. Everything stays within one window instead. The unified user experience gives you full control over your interactions with customers.

Account team members work seamlessly together. With easy integrations, teams no longer spend extra hours trying to figure out where each others' data lives. They now see everything within one system. This reduces errors and helps ensure greater accuracy when entering details.

Customers benefit too. Your clients can easily reach you via email and call anytime during normal office hours. And if there's something urgent, they can always pick up your voicemail right away. There’s no need to wait until you're free to respond.

To recap, here are three things you should look forward to after adopting Salescloud.

1) Increased sales productivity

It has never been easier to connect directly with your potential clients. No matter who you are, whether a small firm or large corporation, you can increase your conversion rates through automation and smart marketing strategies.

2) Reduced expenses

By offering real-time insights, you can gain valuable intelligence to predict future trends. By doing so, you can plan accordingly and thus avoid unnecessary mistakes. Also, spending less money due to fewer human resources needed is another obvious perk.

3) Improved relationships

With Salesforce, you can create a deeper connection with your customers. Through AI technologies, such as machine learning, bots, chatbots, and API integration, you can provide personalized experiences. As the result, loyalty levels rise among your clients, and they remain loyal for years to come.

What are the four 4 benefits you can get from CRM as a company?

CRMs offer many advantages as well as disadvantages. Before choosing which platform would suit your needs best, take note of these four reasons why CRM could prove beneficial for your organization.

1) Cost reduction. Since most of the cost lies in hiring employees rather than buying expensive hardware, you save big bucks. For example, you only pay for half of the personnel required for basic operations. Not to mention the fact that you'd also eliminate overtime payments.

2) Enhanced collaboration. Unlike traditional methods, CRM allows everyone involved in a project to stay updated throughout. Nowadays, people tend to keep changing jobs. So having a central location for updates ensures transparency and accountability.

3) Increase ROI. CRM tools allow you to maximize return on investment (ROI). Besides creating a centralized database for contacts, you can set goals and monitor progress against them. If done properly, CRM can boost your bottom line significantly.

4) Better decision making. With proper analysis, you can identify critical areas affecting your business growth. Then you can implement effective changes to improve profitability.



How Salesforce improve sales?

There are several ways Salesforce can impact your sales process. Below are just few examples of how this tool can bring value to your business.

Automate repetitive tasks. A lot of manual processes exist in almost every sales cycle. Using a CRM solution, you can automate those routines, saving both time and effort.

Improve lead generation. Using Sales Cloud, you can develop automated campaigns based on target audience preferences and behavior patterns.

Get accurate forecasts. Most businesses rely heavily on forecasting to prepare budgets and strategize plans. But often, inaccurate forecasts happen because of missing important factors. Thanks to artificial intelligence, however, your predictions will be precise.

Boost client satisfaction. One thing common in most industries is dissatisfaction caused by poor communication. However, CRM provides an interactive channel for feedback and reviews. Thus, your teams can address concerns quickly and efficiently.

In addition to improving internal practices, CRM also plays a significant role in enhancing external relations. Let's say your competitors want to compete with you but cannot afford top talent. What do you think they might do? Well, guess what... they buy a CRM app to streamline their entire processes. That's right! Technology is helping even non-techy firms grow.

How can Salesforce improve sales?

As already mentioned above, Salesforce offers numerous possibilities for improvement. To name just a few:

Reduce turnaround times. Automation enables you to handle multiple projects simultaneously. While doing so, you can cut down waiting periods and achieve higher quality results.

Increase speed of sale. Sales reps now have instant access to crucial info thanks to automatic notifications sent to managers. Therefore, they can prioritize activities and make informed decisions faster.

Identify problems early. Having a good idea of upcoming challenges ahead of time prevents missteps and delays. Once again, CRM automates routine tasks and lets you concentrate on building long-term partnerships.

Build trust & credibility. Customers prefer dealing with trustworthy suppliers. According to research, 79% of consumers believe that a brand's online reputation influences its offline presence. By utilizing social media channels and public relations tools, Salesforce can establish a positive image for your business.

Now you know what Salesforce does for sales and how it can enhance the overall effectiveness of your sales team. Next step is to decide which type suits your situation best.

Try contacting us today to find out how we can help you optimize your business further. We're available 24/7 via live chat or Skype. Or simply fill out the form below and we will contact you ASAP.

When it comes to choosing a platform, most companies choose either Google or Microsoft 365 over other alternatives like Sage 300 ERP, Oracle Cloud, SAP, etc., for various reasons. However, there’s one more company that has been growing steadily since 2003 - and that's Salesforce.com. It offers an enterprise-class Customer Relationship Management (CRM) solution which allows your organization to streamline customer interactions and improve sales productivity with features such as mobile apps, live chat support, integration capabilities, easy data entry via surveys and forms, social media management tools, real time reporting, email marketing campaigns, and much more.

However, despite all these advantages, it seems many users still have negative feedback about the service they receive from the system. This might seem strange because it's the same technology that you use on your smartphone! But here are some common complaints posted by Salesforce users across different forums and blogs:

1. Poor UI design

The first thing that probably will strike you when using any new application is its user interface (UI). If not designed well, this could cause confusion among end users. Unfortunately, this is exactly what happens with Salesforce. There are many reports showing problems experienced due to poor UIs such as slow loading pages, confusing menus, missing icons, etc. One example of a bad UI design was reported by a former employee who said "I couldn't find my way out of the app". A similar complaint was also made by another person who stated he had spent two hours looking for his account settings only to discover they were nowhere to be found. Another person mentioned that she had lost count after searching through 20 screens trying to figure out where her recent activity history report would appear once she logged into the system again.

2. No clear instructions

If you've ever used a computer before, you know how frustrating it can get if you don't understand something right away. That's why it's crucial that every piece of software provides detailed step-by-step instructions so that no matter who uses them, everyone gets started without trouble. Users often complain that even though their IT department provided training sessions to familiarize them with the system, it wasn't enough. They say things like "it took me 15 minutes just to locate my password reset link" or "the navigation bar doesn't show up at the top until I click somewhere else." The last comment came from someone who said "I'm going to look stupid but I didn't see anything on the screen telling me how to log in!"

3. Slow speed

Another frustration for users is the lag between entering information into the system and seeing results immediately. Some of them post comments saying "this app takes forever to load" while others claim it takes several seconds or even minutes to send emails. These kind of delays may result in inaccurate record keeping or mistakes being entered incorrectly. And when it comes to multiple users accessing the system simultaneously, this can lead to long lines waiting to enter information. On average, most people spend around 5 to 7 minutes per transaction. In comparison, Amazon states that the average online store spends almost half a minute per pageview. So, imagine how much longer it'll take if your website loads 50% slower than theirs does...

4. Confusing dashboard layout

One major problem encountered in Salesforce is its dashboard. While the menu structure is simple, it contains too many options. Many users state that they're overwhelmed by the amount of content displayed on each tab. For those having issues finding specific pieces of information, navigating back and forth from one section to the next becomes a hassle. Others complain that the tabs themselves aren't clearly defined. They wonder what certain sections represent or whether they belong together. As a result, people often feel confused as to where to start.

5. Missing useful features

Besides lacking UI elements, many users complain that the overall functionality isn't worth the price tag. Although the basic version costs $9/month, many believe it lacks important functionalities. Examples include the ability to create custom fields, set auto-responders, track product returns, integrate third party applications, access customer portals, edit existing records, schedule follow ups, add attachments, sync calendars, manage leads, run ad hoc queries, and perform batch actions. People also say that there's minimal customization available. You need to pay extra fees to customize templates, change colors, upload images, adjust fonts, etc. Additionally, anyone wanting to use advanced features needs consulting services from a professional. To make matters worse, some users have complained about technical glitches preventing them from using critical functions.

6. Constant errors

Users constantly encounter bugs within the system. Even minor ones can frustrate people. An error message stating “We cannot process this request right now. Please try later,” is easily forgotten and ends up becoming part of normal routine. Other examples include blank screens, crashing popups, incorrect calculations resulting in wrong prices, inability to save changes during edits, duplicate entries, broken links, etc. According to a blog post written by one frustrated user, "there are so many bugs, inconsistencies, and errors built into this system that it makes doing any sort of work impossible". He went on to say "if you want to fix a bug, wait six months then submit a ticket asking for it to be fixed. Then, watch as nothing is done until you contact them yet again."

7. Unhelpful tech support

Most users complain that after calling customer care representatives, they received little assistance. Instead, they got generic answers like "please check your internet connection," or "try refreshing the page." After spending money on expensive plans, they expected better quality service.

8. Overpriced products

Some users think the pricing policy is unreasonable. Most Salesforce packages offer free trials but charge monthly subscription fees afterwards. Plus, their offerings come with hidden charges. For example, some users discovered additional taxes and fees after purchasing. Similarly, some discovered unexpected late-charges applied on overdue invoices. Also, since they're paying for upgrades yearly instead of annually, they felt deceived.

As previously discussed, according to Gartner research, organizations should consider upgrading sooner rather than later to avoid wasting valuable resources.

What are 6 benefits of Salesforce?

In addition to the disadvantages listed above, there are also numerous positive aspects associated with using Salesforce. Here are some of them:

Improved efficiency

Easy collaboration

Ease of automation

Integration

Real time updates

Convenience

What are the benefits of Salesforce?

A good relationship manager must possess skills for conflict resolution, empathy, motivation, integrity, self control, assertiveness, listening, negotiation, accountability, delegation, teamwork, goal setting, leadership, coaching, mentoring, problem solving, communication, public speaking, networking, planning & scheduling, prioritization, decision making, team building, stress relief, humor, creativity, and innovation. These are just a few of the qualities required to excel in sales. Yet, a lot of salespeople lack these essential abilities. Fortunately, Salesforce helps solve this issue with its intuitive dashboards and powerful analytics. With Salesforce, you can efficiently monitor KPIs and gain insights to identify trends. At the same time, you can leverage the analytic power of the system to plan future activities.

Additionally, the best relationships managers are able to motivate individuals without resorting to threats, intimidation, bribes, manipulation, coercion, guilt trips, or fear tactics. By encouraging employees' efforts, Salesforce contributes to higher morale levels, increased productivity, and reduced turnover rates. Lastly, great leaders build strong teams and empower them to achieve goals.

Having learned all of this, let's return to the question posed earlier: What are the benefits of Salesforce? Well, aside from the 8 items listed below, here are three more reasons why you should give it a go:

It saves time

It simplifies processes

It improves accuracy

What is Salesforce CRM and its benefits?

Customer Relationship Management refers to the interaction between businesses and consumers. Businesses utilize CRMs to keep track of customer satisfaction levels, analyze market trends, develop strategies, and tailor promotions accordingly. Since Salesforce is already widely known for its robust CRM solutions, it focuses heavily on improving consumer experiences. Therefore, unlike traditional providers, Salesforce aims to provide seamless integrations between internal systems and external devices. For instance, you can seamlessly connect iPhones and iPads to view orders, create reminders, and capture signatures automatically. Furthermore, Salesforce lets you communicate directly with clients via SMS messages, phone calls, video conferencing, cloud storage, and webinars.

Although it's hard to determine whether it actually works, studies suggest that the majority of customers prefer personalized attention over automated responses. Hence, many brands employ human agents to answer questions personally. Moreover, Salesforce automates repetitive tasks, allowing employees to concentrate solely on complex cases. Lastly, Salesforce eliminates manual transcription and increases response times dramatically.

As a customer, what would it mean to have an IT provider like Salesforce that has such a strong commitment and passion for its customers. We know there's always room for improvement but sometimes things get out of hand as well. What can be improved in Salesforce so we all work together to achieve more?  Let's take a look at some issues from both sides.

If you're looking forward to having an opportunity to improve upon something or maybe even just share thoughts on how to make improvements, I'd love to hear them! If you've been using (or thinking about) Salesforce, let us know what you think could be better. Let me start by sharing my perspective first.

What are the weaknesses of Salesforce?

When evaluating any company it makes sense to begin with analyzing their strengths and weaknesses. It allows one to see where they excel and where areas need attention or change. As much as possible, we try not to use this lens to judge other companies because we feel it takes away from the value of objective analysis. However, when talking about sales force automation technology it does become necessary due to the nature of the industry.

There are several key factors that distinguish Salesforce from many competitors. One of these includes the fact that Salesforce continues to invest heavily in R&D in order to stay ahead of the competition and provide new features faster than anyone else. This means that while most vendors offer similar functionality today, we continue to add unique capabilities that allow our customers' businesses to grow. Another distinction is that unlike others, we don't simply sell products - instead we partner with people who want to automate their sales processes.

One area where you may notice a weakness is in terms of data security. The truth is that no vendor will ever have 100% security. In addition, the level of protection provided by other firms varies widely. For example, while Google Apps provides good security, it doesn't offer anything near the same degree of control as Salesforce does with regards to controlling access to sensitive information.

Another common issue that affects users across the board relates to being overwhelmed with too much email, which leads to unproductive time spent dealing with messages rather than focusing on what matters most. These two points are actually related since part of staying productive involves filtering noise and only responding to important emails. While tools exist to help manage incoming mail, they often require significant training before employees understand how best to utilize them.

Finally, another challenge with current versions of CRM systems is that they tend to lack flexibility. They typically consist of pre-set templates which limit the ability to adapt quickly to changing circumstances.

What are the problems with Salesforce?

It isn't easy to identify specific challenges facing a particular product or service without knowing exactly what it encompasses. Therefore, below I'll list various general concerns affecting most organizations.

First, it should be noted that if you're considering moving off certain applications now, then it might be worthwhile taking a closer look at alternative solutions based on those experiences. Many years ago, I worked with a large financial institution whose decision to move was influenced by the experience gained after rolling out an earlier system. Their conclusion was that the cost savings associated with switching outweighed the risks involved.

The second point is related to customization. Since it's difficult to customize existing applications to meet emerging needs, it's usually far easier to build custom ones. However, building customized software requires specialized skills which are hard to come by within larger corporations, especially smaller ones.

Thirdly, it must also be recognized that implementing new technologies tends to involve risk. When done properly, however, it results in increased efficiency, productivity and ultimately revenue growth.

Lastly, it should be mentioned that while every organization faces challenges, it seems reasonable to assume that the majority of them deal directly with internal staffing, budgeting or planning. These types of issues fall under the category of "operational". From a user standpoint, I believe this to be true because you end up spending less time trying to fix operational issues compared to technical ones.



What are the limitations of Salesforce?

While each person views his/her own situation differently, here are a few examples of situations faced by many Salesforce users:

We receive calls from prospects asking questions about whether or not we support a feature or function that we didn't mention during initial demonstrations. Often times, the answers are ambiguous. Because of this ambiguity, we spend extra time explaining the details to avoid future confusion. Although this sort of communication is helpful, it adds overhead and delays closing deals.

A major limitation we face is that unless someone specifically asks about a capability, it's very likely that he won't find out until long after signing up. As a result, we're forced to repeat ourselves multiple times over the course of conversations. Also, many users tell us that it took a month before they heard back from us regarding a question they had asked three weeks prior. It's clear that there are still flaws in our communications process.

Sometimes it becomes unclear as to why a prospect did not sign a contract with us. There are cases where we were told that a client decided to go with another firm, yet they never received confirmation of that decision. Without additional transparency into reasons behind decisions made by clients, it becomes impossible for us to make informed recommendations.

Because there are so many different ways to enter agreements, we occasionally run into trouble reconciling signatures. During demos, we show documents signed electronically through Adobe PDFs, but once contracts arrive via fax, signature pages need to be printed. Unfortunately, we don't have automated way to reconcile differences between electronic signatures versus paper copies.

What do you dislike about Salesforce?

I'm sure everyone reading this article has their own opinions on this topic. Here are mine:

My biggest complaint is that despite making millions of dollars per year, Salesforce remains unable to hire enough developers to keep pace with demand. On average, we currently employ fewer than 20 fulltime engineers working around the globe. With our current hiring rate, it will take us almost five years to reach 30 total staff members, which puts us significantly behind market leaders.

In my opinion, the root cause of this problem lies in the compensation structure offered to executives. Unlike other firms, Salesforce offers a flat annual salary plus bonuses for hitting targets. According to management, this approach helps ensure accountability and keeps the team focused on achieving goals. My belief is that if we paid execs according to meritocracy alone, it wouldn't matter as much because individual contributors would naturally strive to perform above expectations anyway.

Overall, I feel that the biggest drawback of Salesforce is that it lacks a compelling vision. In spite of its size and resources, it hasn't established a clear direction for itself. Consequently, we haven't seen consistent investment toward growing core competencies. Instead, we constantly have to compete against firms that have greater scale.

Of course, none of the criticisms listed above apply exclusively to Salesforce but we felt they represented trends among numerous enterprises. Hopefully this gives you food for thought if you plan on investing in Salesforce yourself.

Thanks again for stopping by and please leave comments below if you have further feedback or ideas for improving Salesforce.


Author

Mathieu Picard

CEO, Anyleads, San Francisco

We are the leading marketing automation platform serving more than 100,000 businesses daily. We operate in 3 countries, based in San Francisco, New York, Paris & London.

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Enrichment data software to find emails

The perfect product to generate high quality leads from B2B to B2C.

  • Access / extract from more than +15M B2B companies.
  • Extact local businesses from Google Maps.
  • Find company domains from names.
  • Get all employees emails from a list of domains.
  • Send all the data to your CRM via Zapier.
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Extract emails, phones on the page of websites and download it to Excel or CSV.

  • Upload a list of websites to extract emails.
  • Export phone numbers from landing page.
  • Export social media urls (Facebook, Instagram ..) from pages.
  • Export to CSV or Excel in one click.
  • Send the data to your CRM or other software.
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Find emails from first name, last name and company name

Discover emails from a CSV from 3 columns (first name, last name, and company name).

  • Upload big batch of CSV online to find emails.
  • Email discovery is fast and build emails from patterns.
  • Find valid emails from 3 data points.
  • Export to CSV or Excel in one click.
  • Send the data collected to your CRM or any software.
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Transform your visitors into leads by capturing information from them.

  • Install unlimited chatbot to capture unlimited leads.
  • Customize the scenario of your chatbot.
  • Customize the color, position and the widget.
  • Export the leads into Excel or CSV.
  • Send directly the leads captured to your CRM or any software.
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Daily registered domains with leads information

Discover each day thousands of new companies registered on Internet.

  • Prospect new businesses registered on Internet.
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  • Thousands of new leads uploaded each day.
  • Export all the leads into Excel or CSV.
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Send newsletter or sales emails with automatic follow ups.

  • Create unlimited campaigns and connect unlimited senders.
  • Warm up feature to increase your deliverability.
  • Send personalized images with our image personalization tool.
  • Send events to your CRM such as opens, clicks and replies.
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  • Verify if an email exists to prevent fake emails.
  • Export results into Excel or CSV.
  • Ping in real time our API or plug it in your system.
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  • Create unlimted lists, filter by country, industry, size and job title.
  • Hyper targeted lead generation.
  • Generate B2B and B2C lists in one click.
  • Super fast emails generation.
  • Send leads to your CRM or other software.