Salesforce Starter

Pros

We've been using Salesorce Essentials for years. It's been part of the reason we've been able to stay so organized.

Cons

We use it a great deal on our phones and so we've had to train a few of our older employees how to use it. It's not a con or a negative, just something that was a pain point.

Pros

Extremely customisable, has a wide range of features and functionality, extremely powerful In the amount of automations and how you display the system to the end users which can keep it easy for them to use

Cons

The range of features does in turn make take away from the core capability of the system which is to be a good crm; it lacks basic features you would expect from a product so expensive sometimes

Pros

Ease of use and integration, staff loved how easy it was even for a beginner to get started

Cons

Nothing really, think it is def worth trying especially when it's with a well established org like SF

Pros

I like the contact database and the information stored.

Cons

I don't like the email functionality or the notes / tasks available. I don't like that you cannot view the activities tab and see what notes were taken without having to expand each note.

Pros

I love that it is priced to allow small businesses to easily access and use the software and that it's super user-friendly even for users who have zero CRM experience prior to using Salesforce Starter.

Cons

While the basic features are very affordable for most users certain add-ons can be costly and some of the more advanced features can be difficult for newer users to figure out.

Pros

It is easy to set up, use, maintain and set sales goals with it.

Cons

Sometimes it does freeze up, but just be patient with the system

Pros

Very Easy to use. Compact and streamlined which goes well with small business.

Cons

What I liked least is the user limit and add on costs.

Pros

I like that I'm able to log information about employees and manage their contact info, benefit information, and history easily. It's also very customizable.

Cons

Sometimes I wish that the platform was able to be more on-brand, and that I was able to create documents with our font package.

Pros

Salesforce starter is a great tool that we're able to utilize in our workplace.

Cons

What I like the least about Salesforce starter is its complexity from time to time

Pros

Best in scheduling roster for sales and sales team

Cons

complexity in usage when compared to other

Pros

I'm so glad that Salesforce Essentials makes it easy to collect customer feedback. This feedback has been invaluable in helping me improve our product quality and customer service.

Cons

The learning curve for inexperienced users may be somewhat challenging.

Pros

It's simplified screens and the way it delegates step-by-step specific procedures to the users involved in the worfkflow

Cons

Export data might require some experience using this app. If not used to work with SF you might find a little bit frustrated of so many options for reporting/exporting data

Pros

We have salesforce for NON profits and we love keeping track of all of our fellowship members

Cons

Sometimes merging customers that were in the software twice mistakenly can be hard.

Pros

The best part of Salesforce is how you can easily organize and report on various metrics. The whole system was designed to keep track of every transaction.

Cons

My biggest issue with Salesforce is that it is so big. It feels like it can do so much more than we ask it to, and it sometimes seems like overkill for our application.

Pros

modules are easily arranged and ability to open additional windows for modules is helpful

Cons

Prolocity customized the product for us so it is to my specifications.

Pros

However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc

Cons

As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust

Pros

I like that this software is comprehensive. It gives you everything you could need to source, manage, track, follow up with, communicate with, and hopefully close a sale.

Cons

It definitely takes some time to learn all the features and I didn't need some of them so it would be nice to be able to personalize a bit more but its worth the time to learn it all in the end.

Pros

Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help.

Desk also has an API that you can use to build a help center experience on top of their platform. We use it internally for bug reporting and feature requesting and our portal creates tickets right in desk.

Cons

Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration.

The analytics have issues. Some of the metrics like last log in will show that I last logged in a month ago when I've logged in every day and am in fact logged in at the time. We don't use the metrics but if your customer service department relies on them that could be problematic.

Pros

Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

Cons

In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

Pros

I have been using Salesforce for many years. I think the most amazing part of this tool is how customizable it Is as per clients needs. Moreover all these cusomized fields are available in reporting!

Cons

User based security is not available in essential. I wish it was so that we could enroll more users.

Pros

Desk has been getting things done for us. We've got teams, we can pass tickets easily, tags help to connect disparate tickets.

Cons

The search/filtering is broken (and has been for as long as I've used the software), it works at about 98% accuracy. You can't really rely on a search of 'all tickets assigned to X' to find every ticket, or "all resolved tickets in X department", and etc. Frustrating when reporting or setting up custom views and such. Similar in frustration created, is the limitations around what fields you can search/sort by. It's always a pet-peeve of mine to see software limit these things.

Pros

Open API that allows you to connect to other tools that you're using to run your business. We have our tool connected to SalesForce, Talkdesk, Google Docs, etc.

Cons

The platform has gone down a few times, leaving us to figure out how to communicate with our customers. The UI/UX isn't the best.

Pros

Collect, track and manage all your support tickets in one spot. Our company uses Desk.com for our customer support tickets. It keeps us organized and on-top of our customers needs.

Cons

There is nothing that I do not like about desk.com. The software meets all of our customer support needs.

Pros

It is easy to use DESK and submit tickets and track and search for your submitted tickets to see the status of those tickets.

Cons

It is easy to search but I do believe there could be additional ways to search more easily and produce more accurate results.

Pros

This makes the teams more functional and your group can follow up on leads and identify what contacts are a sure sell. I love the way you can customize it and it automates every things so great from emails to calls its great.

Cons

Runs a little slow at times. Sometimes freezes.