One of the best clouds for CRM with a great feature set
April 23, 2021
One of the best clouds for CRM with a great feature set
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Salesforce Service Cloud
Salesforce [Service Cloud] is great for managing customer interactions ranging in issues from customer service to complex needs. The fields are very customizable that you can tailor to your specific business needs. A nice feature is that you can access the service cloud directly from your email inbox. This also creates a log so that all communication with customers can be kept as a record. This can be used by others within the company to review any correspondence prior to engaging with the customer.
- Very integrated service cloud community which enables users to help eachother
- There is a mobile application that allows you to manage customers from any device
- Live agents are available to chat is you need support
- Licenses can be expensive
- Steep learning curve that requires training to understand all the features
- Data entry can be time consuming due to all the feature sets
- It been a great investment because it allow us to be more efficient with our time when review customer information
- The search functionality is a little slow and can be frustrating for users
- Others within the organization can review customer note that colleagues have entered and allows everyone to get up to speed quickly
- Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
I have used Microsoft Dynamics in the past and I feel that Salesforce compares positively to it. While both software offers cloud based service and a mobile app, Microsoft Dynamics doesn't support integration with Gmail. One of the reasons we like Salesforce so much is that it can integrate with your email.