Salesforce Reviews

In my previous company, I used Salesforce to track the progress of presales leads. In my current company, I am using Salesforce to track review records, objects, and connections.

One of the best features Salesforce offers is the ability to design custom workflow processes. This has reduced time significantly, saving hours of manual work since it is now automated via Salesforce. Automating manual processes has streamlined my work, allowing me to dedicate time to more important tasks instead of wasting time on manual data entry.

Currently, what we are doing is trying to understand the behavior of the customers who are using CRM as well as the processing which is happening related to any kind of transactions. Mainly, I am recording that information and then creating a behavior pattern for Salesforce software.

So far, what I have seen is that the order form they use is quite easy to use. The parameters or the different fields needed are quite good and easy for the customers to understand. The back-end team who are on the CRM side are quite happy with this.

Salesforce is used for CRM marketing and customer support. If any customer approaches us, browses the company website, or participates in any of the sales events, we add the potential customer details, and then we follow up with them. If the customer shows interest and purchases anything, they become an actual customer.

Customer billing is also done in Salesforce. We primarily manage all the customer-related information, like what products were bought by the customers and what products they are currently keeping. We also use Salesforce for support, marketing, and product recalls.

The most important features of Salesforce are the look and feel and the customization. Salesforce is very easy to use, and anybody who is new to Salesforce can learn it very quickly. Salesforce has a lot of features from a customer 360 point of view, including what is happening with the customer and what happened in the past. Compared to any other CRM-related products, Salesforce is very user-friendly, and it has a lot of fantastic features.

It's typically used for self-hosted implementations. If you have a massive Salesforce implementation and are struggling with or don't have test automation, that's when they reach out to us.

You can even use it to automate entire flows within Salesforce, like creating an opportunity page.

Our customers come with a specific niche requirement. Customers typically don't come with generic testing requirements but rather specific Salesforce testing needs. When we demonstrate our solution for their specific needs, we are often able to convert them into customers. Our pricing is also very competitive.

Every customer has unique pain points. Our test automation solution addresses many of these, such as increasing speed and saving costs. Our test management solution helps with governance. Depending on the customer's needs, our solution can address those pain points.

Integration with AI: 

It's integrated with ChatGPT (OpenAI). It's around the generation of scenarios. For example, if you want to create a test scenario, you can use ChatGPT and our capability. We've modeled the LLM after activity and trained it on provided items, helping us with the digitization of testing areas. 

There's also the Assistant. If you need support on Provar, this assistant, an LLM model trained on Provar documentation and knowledge, can respond to customer queries directly.

Salesforce is just for customer experience management. It's helpful for internal IT activities but a bit costly, so sometimes management considers other CRMs. 

I used it to gather client documents, sales history, and trends. It gave a clear picture of client relationships and helped adjust strategies. I can collect all the information I need and have a clear picture of the business trajectory. It's one of the best on the market.

The reporting parts and knowledge capabilities of Salesforce have helped us make more informed business decisions.

Because when we have a clear picture of the current activity, we can have a better view of the project. Today, everything is going fast. So, if we have a system that helps us collect information quickly, it's a big value for employees.

Moreover, Salesforce's customization options have allowed us to tailor the platform to our unique business.

For example, if we're from a pharmaceutical company and we produce different products for different divisions, we need different layouts. Each division has unique needs and processes, requiring distinct data points and functionalities. For example, capturing ingredient details for production might be simpler compared to tracking final product information, which also involves recipient and packaging considerations. 

Putting this kind of information into the system requires a tailor-made program, which can be expensive.

In my company, I use Salesforce for marketing activities. Salesforce helps me see how my company's campaigns have performed and the quality of data I received from my work concerning promoting my company's products.

With Salesforce, all the user data is available in one place. When a person runs promotional campaigns that reach multiple people and geographies, Salesforce helps consolidate all such information in one place. Salesforce helps store all the historical data regarding the interactions one has had with the company and the company's interactions with others. Salesforce helps my company to look at the interaction a user has had with our company, which would make it easy for us to see how many repeat customers we have and reach during our promotional campaigns while also keeping a tab on how many new customers we reach with our campaigns. When engaging with the sales teams in our company, Salesforce helps us show them the effectiveness of our content in certain campaigns with the help of data while helping showcase how our marketing efforts reached out to the people they were supposed to contact.

I use Salesforce daily in my role on the server side. I primarily track opportunities, download reports, and update information related to commercial activities such as customer meetings and appointments. The key data I rely on includes customer details, opportunity reports, sales reports, and reports on appointments or meetings. Salesforce is essential for managing and optimizing these aspects of my daily workflow.

Salesforce has significantly enhanced our organization by centralizing information and enabling faster report generation. Having all data in one platform has improved our tracking and decision-making processes, allowing us to make more informed decisions efficiently.

We use Salesforce to manage our dealer management system, from inquiry to delivery. We are using a standard model, like a lead opportunity quotation order. We use Salesforce to customize operations, like delivery, handover, and invoicing processes.

We have a deskless policy, and the salesperson will perform all the customer-facing activities through Salesforce, which is accessible on his tablet.

As a platform, Salesforce is very flexible and scalable. It has a strong CRM model, like the lead opportunity quotation model, and the tasks and events are very powerful.