Salesforce Customer360
Review of Salesforce Customer360 Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About Salesforce Customer360
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Salesforce Customer360 Features
Customer Reviews
See why people love Salesforce Customer360
Svetla M.
Verified UserInformation Technology and Services · 11-50 employees
Flexible and powerful CRM and lead management system for big sales teams
Salesforce sales cloud helped the team organize the sales process and communicate well on leads, even with most of the team working remote/on the field.
The system can work great no matter if your sales team is small or big, it has all the functionality and integrations you may need
The learning curve is a bit steep, particularly as concerns integrations and more advanced functionality
Switched From
More functionality in SF and the need to go beyond pure CRM
Becky F.
Verified UserHospital & Health Care · 51-200 employees
Salesforce is the dedicated CRM for Sales
We've been able to log more information about calls, which has helped us make sure different personnel aren't calling the same clients. We fixed a problem where different salesmen were calling the same new leads, and we made it possible to assign specific goals to individual workers.
- For our company, Salesforce has been a godsend
- It helped tremendously with planning ahead and scheduling calls and follow-ups
- Connecting Salesforce and Outlook has been really helpful for me because it streamlines my tracking and allows me to go back and add any missing details from my day
It's usually more expensive than competing CRMs, but you may offset that by buying extra licenses for users, whether they're on the platform or not
Switched From
We chose Salesforce because I knew it would be able to meet all of our needs and handle any problems that might arise while dealing with customers.
Mary C.
Verified UserHospitality · 501-1000 employees
Not a user friendly program for simple sales tasks
Our team used an integration that did not work well for our company and caused a lot of confusion during a poor transition.
SalesForce offered the ability to have many data tags associated with a given client so that more complex reporting and sorting could be accomplished
- The program felt clunky, not user friendly and hard to sort data for simple sales metrics
- It required a lot of data to be entered to add a single piece of information for lead management
Switched From
It was a company mandated switch with an integration managed by SalesForce
Speranza R.
Verified UserMarketing and Advertising · 11-50 employees
BEST VALUE CORPORATE CRM
I liked it a lot and it was easy to learn to manage it according to my needs, to take advantage of them and save me time.
It is a CRM, quite complete and professional, easy to understand for anyone and what I liked the most is the tools with which you can help yourself so that you do not forget a task and remind you of them
Disadvantages, definitely not customizing or adjusting it according to the tasks that each person performs
Switched From
The company of which I am a collaborator has decided to change, the exact reasons I do not know.
Joshua S.
Verified UserHospital & Health Care · 10000+ employees
Salesforce Customer360 Experience
Salesforce Customer360 overall has been positive and is able to organize the customers information with ease. Being able to see everything you need to know about a customer in one source makes navigating a breeze.
- I enjoyed the ability to be able to locate all of members information all in one spot
- I am able to view customer details to research issues and guide them as needed
- It can be a hassle when it comes to training and your company utilizes different versions of Salesforce
- There does not seem to be a super user access and so switching access between the different versions of Salesforce can be a little troublesome
Tiffany S.
Verified UserAutomotive · 2-10 employees
gets me through the day with little to no problems
Easy to use & there’s a feature for everything !!
- User friendly , easy to navigate , customizable layout
- Switch from classic view to updated view
Eugene D.
Verified UserFood Production · 11-50 employees
Manage your Sales Process with Ease
Overall it is an excellent product to manage the sales process. My experience was positive and I would definitely recommend it to others.
The best part is the ability to manage assign and track the entire sales process even with sales teams spread all over the country without having to manage a server in house
The learning curve is a little steep for Salesforce in general, however the Salesforce help sections, training material, and robust user community make solving problems and getting answers to questions pretty easy
Verified Professional
Computer Hardware · 51-200 employees
How to matur a young sales team
If it weren't for Salesforce Cloud, My team would have taken months longer to ramp up and mature. From the get-go we used the pipeline tools to see and manage our efforts and quickly saw what efforts had the most impact. This gave us the ability to be more dynamic from campaign to campaign making strategic decisions on the fly and in allocating budget.
- From the day it was "turned on," I was able to use tools to train, mentor, and mature my sales team
- Visual tools and reporting were incredibly helpful to a team that was learning and growing
The cost and customizations required sometimes can be a lot but when done properly, those customizations are worth their weight in gold
Lizandro H.
Verified UserProgram Development · 501-1000 employees
Great for sales and management
It is great! Overall the main tools I used daily were awesome and always found new ways to play with them and use them to my job better. Just some minor glitches.
- The main features like the pipeline management and division
- All the data of your lead on the main page without having to go in to your lead
- The ability to have tabs within the tabs for an easier experience having multiple leads open
- That the task you set up for reminders or calls was not working 40% of the time
- 10% of the time the leads did not go off your pipeline after calling them or when you remove them
Natalia S.
Verified UserInformation Technology and Services · 10000+ employees
Helps as a company create good commercial strategies
It allows you to have real-time reports on each specific client without being expensive. In my organization, I required a system capable of grouping and sectioning each client to know their interests and offer them the best.
I like it because it allows the monitoring of each client individually, so that when creating strategies this solution works as an organizer, manager and organizer for better business processes, I like it because it is not complicated to manage so in financial areas and marketing is positioned as a profitable and sustainable alternative for companies
I have no problems regarding the work procedures in which the employment has been reliable and safe
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