Salesforce Starter

What differentiates Salesforce Starter from other similar products?

A superb report format that provides very detailed information with graphical and numerical representations. Even this platform helps us to send emails and manage calls with the customer because the clarity of data also helps us to know how many cases done so far very easily and post doing all report is ready. A layman can use a lot of hidden features of Salesforce CRM by using trailblazer activities which help to get to know "How to use different features of CRM". Salesforce eliminates all unnecessary human effort and makes life so easy during working which is the very first expectation from any software. Really I love this software.

What is your favorite aspect of this product?

The best thing about Salesforce CRM is customisation according to need. Though my company is a leading large company, therefore, customisation plays a vital role based on business needs. This platform integrates another third party application which is also very helpful for us. Everything is organised very nicely. Especially integration of DocuSign eSignature for a digital signature on the final report is really seamless. Integration with the meetings platform is also required too much these days, I integrated Skype without any issue. With its intuitive UI, this platform has become super user-friendly, all credit goes to the magical dashboard

What do you dislike most about this product?

As of now, there is no critical issue I faced till now. But I would like to mention one point which is gonna helpful for everyone. If more customisation then UI should be dynamically designed based on customer need which is working perfectly fine. But sometimes I feel a little UI issue in a mobile application where screen size is small and a lot of variants of mobile screens are available. So, the Salesforce team should focus on small size device customisation should look perfect because that is directly or indirectly involved essential generated report. But trust me, according to my current need I did not face any issue even on mobile.

What recommendations would you give to someone considering this product?

We used Salesforce to streamline our sales process, customer onboarding, and implementation. Everyone from sales, pre-sales engineering, customer success and GMs, actively use Salesforce at our organisation so please try once this platform will change your life.

What differentiates Salesforce Starter from other similar products?

It's essentially an industry standard - this product was implemented before I started at the company, but speaking with other friends from other companies, it seems that this is the go-to CRM platform.

What is your favorite aspect of this product?

My favourite aspect of the platform is the visibility you get from very specific metrics on how you and your team is performing. Things are customizable so that you can really cater the metrics to what your team is looking for. The dashboards are pretty and give you quick visuals at a glance. It's also fantastic to have something that easily integrates with other business apps. We've had no troubles integrating things like ZoomInfo and Outreach onto the platform.

What do you dislike most about this product?

It is an intimidating platform and quite difficult to wrap your head around at the start. Also, because the app is so technical, it almost feels like the more you learn about Salesforce, the more questions/confusion you have. Also, in terms of user friendliness, it doesn't seem accessible out of the box - we (and other companies I've spoken to) actually needed to hire a Salesforce specialist onto our team to build this out for us. So not only did we purchase Salesforce, but we also needed to spend more money and hire someone specific to build this out for us.

What recommendations would you give to someone considering this product?

It's useful and helps provide you important business metric, but it will also frustrate you, so make sure you know what you're getting yourself into! It's as complicated as you want/need to make it.

What differentiates Salesforce Starter from other similar products?

Visualization

What is your favorite aspect of this product?

user friendly

What do you dislike most about this product?

Integration with other data source

What recommendations would you give to someone considering this product?

Enhanced feature