An integrated solution, designed for small or medium-sized businesses, bringing together the productivity of Microsoft Office with advanced security capabilities to help
safeguard data from external threats and help protect against data leaks.
With Microsoft 365 Business Premium, users can empower employees to be productive
anywhere on any device. Get more done with AI built into the Office apps. Work
better together with a hub for teamwork bringing your tools and people together
in one place.…
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Salesforce Sales Cloud
Score 8.4 out of 10
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Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
I think MS 365 stacks up against all competitors very well. I think there are certainly benefits to Cisco's platform along with RingCentral's platform and some of that will be important to look at side by side for anyone looking to choose between these platforms. The …
I've been using Microsoft 365 and other Microsoft related products for the past 15 years. I have dabbled a little bit in Smartsheet and the learning curve just wasn't worth it in my opinion. Microsoft 365 is tried and true and in my mind there's no point pivoting to a …
We felt that Microsoft 365 would better suit working with each other and with our clients. Even when looking at a mobile application, Microsoft was the better solution for us. Microsoft offered wider options for document delivery as well as presentation. It also offered a …
Basecamp - is structured OTB for collaborating around projects, and other than sharing files, 365 needs to be designed in advance to include the Basecamp components (ToDo lists, discussions forums,...). but then Basecamp isn't very helpful in other business use of teams and …
Well-Suited Scenarios:Collaborative Work Environment:Scenario: Your organization relies heavily on collaboration, and you need a platform that integrates email, chat, document sharing, and online meetings seamlessly.Usage: Microsoft 365 Business Premium provides tools like Microsoft Teams, SharePoint, and OneDrive, fostering a collaborative work environment.Professional Communication:Scenario: Your business requires professional email communication with a custom domain, and you need advanced email security features.Usage: Microsoft 365 includes Exchange Online for business-class email, with features like anti-malware and anti-spam protection.Document Management and Sharing:Scenario: You have a need for centralized document storage, version control, and secure sharing within and outside the organization.Usage: OneDrive for Business and SharePoint allow for secure document storage, versioning, and controlled access to files.
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
The only thing that is a bit cumbersome is that it doesn't seem that you can save files directly to programs like one drive if you aren't using a Microsoft program to generate the document. An example of this would be if I am working in a PDF in our PDF Program I have to first save it to my desktop and then drag it into one drive. I end up with duplicates and that can sometimes make it hard to remember which is the most up-to-date.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
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.
The basic apps are straightforward and easy to use, especially since they have been around so long. I'm referring to the basic apps like Outlook, Excel, Word, PowerPoint, OneNote, etc. Other features such as Microsoft Teams and Sharepoint Sites, Sharepoint Lists, Sharepoint Groups, etc. all require a higher level of knowledge to both implement and use properly
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
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.
In the last 5 years, Microsoft has come a long way. The performance of the products has become more and more user-friendly and it seems that the feedback provided by the user community is being listened to and worked on. The processes are very fast and seamless. There are negligible errors and doesn't slow the systems down.
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
As mentioned elsewhere in the review, Microsoft has historically paid attention to community feedback and issues, but timeliness can improve, and so can the addressing of long-standing issues about which many users have said "I have this issue too!" but no official solution exists. For issues that do have a solution, however, the solution is usually not difficult to find, and the explanation of features on Microsoft's website can mitigate many problems.
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
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
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
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.
Before migrating to Microsoft 365 Business Premium, we possessed an in-house exchange server. Therefore, it was difficult for us to look at alternatives to Microsoft for a solution – we did look at the Google Suite of products, but the transition for us seemed less cumbersome to stay with Microsoft from a staff and administrative perspective. While the G Suite does offer us many outstanding products and services, we also didn’t feel that Gmail is up-to-par as a corporate solution the way Exchange/Outlook/OWA are – this alone was also a driving force for our end-users, as there was minimal transition for them to move from an on-premise solution to an off-premise solution. The additional features of SharePoint, Teams, Project, and so many other applications within Microsoft 365 also helped us make a strong case to stay with Microsoft and expand what we were using. The end-user and mobile protections of InTune have also put us at ease when issuing laptops and mobile phones to an almost fully-remote end-user base.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
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.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
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.
Teams has streamlined our chats within each department so its easy to help out each other when problems or issues arise as well as having chat conversations in real time instead of the slower email option. This is especially handy when peopel are not working in the same space and cannot use a phone.
All of our major communications, are done through Outlook email keeping everyone on the same page of issues within our organization or updates coming out for example
Excel provides a simple system for creating our schedules, Tracking customer issues, project boards etc. having all these readily available minimizes time spent looking for information and grants more time for customer interaction and increasing service and sales.
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
