Likelihood to Recommend
Because Bigin by Zoho CRM focuses more on individualized customer interactions and join that result in relationship prospect growth and sales, it is a good fit for smaller companies of all stripes. It provides you with a taste of Zoho's mass CRM as well. The beginning of your CRM journey
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Salesforce is great for overall account management, including contact, subscriptions, licenses and forecasting. It isn't necessarily well suited to collaboration as the Chatter functionality could be improved with more features. Alternatively, if you're using Slack, the collaboration improves considerably. The intuitiveness of creating reports also has room for improvement. Finally, the price quote functionality can be challenging to use if the price quote is non-standard.
Read full review Pros Easy to use and operate as there are not "23 million" options, but still powerful. Integrates with other Zoho products like Zoho Social, Campaigns and Forms. Allows deals pipelines with fully customisable stages. Read full review Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting. Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes. Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization. Read full review Cons Making adjustments to some of the templates or template options are tough. The ability to reach customer service can be challenging at time as it is mostly international support. Read full review Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio. Quicker adoption of custom objects into new offerings like the Pipeline Navigator. Continued expansion of Salesforce Surveys for more features and flexibility. Read full review Likelihood to Renew
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Read full review Usability
A solid 8 from my perspective, a tool all small businesses should try out before venturing into the world of larger CRM solutions as this gives you the best entry point into the CRM solution world with ideas about all the modules that are required the most. It can be made a bit more intermediate user friendly by adding a bit more mass approach style features
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The biggest strength of salesforce is that the UI is super friendly and easy to use. The fields are clear and relevant, and we can add them to align with [the] business process that we are using it for. Good usability helps in skilling the untrained resources fast and overall onboarding can be quick.
Read full review Reliability and Availability
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Read full review Performance
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure Read full review Support Rating
Support team is much knowledgeable and was user friendly. Every querry put before them was resolved in the required time frame.
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Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.
Read full review In-Person Training
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business Read full review Online Training
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this Read full review Implementation Rating
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Read full review Alternatives Considered
Bigin by Zoho CRM captures opportunities, and gives the company ways to tap and work towards making them more effective. Also, Bigin integrates/connect with the customers emails, making it friendly or simple to communicate with them immediately. Bigin introduced the single sign on procedure, which boosts the security of the entire system and ensure no attacks in any form.
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I actually did not select Salesforce, I use [Salesforce.com] as a data source when integrating systems together for my clients. My clients have selected either Salesforce or Microsoft CRM for the most common CRM tools from my experience. Both tools are very flexible and can be made into a streamlined process or confusing grouping of ideas.
Read full review Contract Terms and Pricing Model
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
Read full review Scalability
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Read full review Professional Services
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Read full review Return on Investment The lead conversion right from prospects to revenue generation has increased in our organization. Previously the conversion rate was around 40%, now the efficiency has increased. Read full review Salesforce has had a huge impact on our company. Making us 50% more profitable since we can easily manage leads better and see where profitable opportunities lie. Employee management and engagement are also easily trackable and have since made us more accountable to each other since everyone can see progress within their units in salesforce and it drives healthy competition. Read full review ScreenShots Bigin by Zoho CRM Screenshots