I rate the overall product a six out of ten. I rate its integration capabilities a five out of ten. You need to test the solution thoroughly before going full-scale.
I work from home for a heater manufacturing company. They wanted to move away from their current SAP CRM system to Salesforce. There is a fulfillment process, which involves taking an order, delivering it, and providing service. Salesforce is used to manage the order-taking process. Once an order is taken, the backend system, SAP ERP, handles product manufacturing, delivery, and installation. After installation, the Service Cloud in Salesforce takes over for ongoing service management. Once your order is confirmed, integration with the SAP ERP backend will be seamless. The system takes the sales order from Salesforce and starts processing it for procurement, starting with creating a production order, manufacturing, and then delivery. Once the product is delivered, this information is passed back to Salesforce Service Cloud. In the Service Cloud, a service engineer receives a notification indicating that a product needs to be delivered to a specific location for installation. The engineer then inspects and installs the product at the designated site. SAP ERP manages the product manufacturing and delivery processes. After the product is delivered to the customer, Salesforce Service Cloud takes over. It manages service requests and dispatches engineers to resolve issues reported by customers. Service Cloud captures the information and creates an incident record when a customer reports a product fault. Engineers receive this information and promptly visit the client site to fix the issue. The solution is easy to implement. Overall, I rate the solution a nine out of ten.
Salesforce Essentials is a proper web-based application. I would recommend Salesforce Essentials to other users because, from what I've heard and seen, Salesforce is a very powerful application. Overall, I rate the solution an eight out of ten.
Overall, I would rate the solution an eight out of ten. It is a good product. It's very user-friendly and very convenient. You will find Salesforce to be a good choice among three or four CRMs.
The solution streamlines our company's sales process since it provides a single pane of glass on which I can access all the information I need. For example, I do not have to open a million links to find the contacts, and I can see the full history of interactions in the past, allowing me to see what was lost, after which I can explore whatever is in my interest. The tool also helps me figure out if some information was lost, why was it lost. Basically, the tool brings everything under a single page, including most of the information I need, so I don't have to invest a lot of time doing research. The product's integration capabilities are great. If you add a voice over IP application, the tool works fast. It works well with Outlook as well. The tool is good in terms of integrations. Working with the tool's mobile application is very difficult because it requires a lot of configuration. Usually, I just use the browser to use the tool on my cell phone. I have never used the mobile application and prefer to use it over Google Chrome. The product is very easy to learn, it works fast, and it is very intuitive. I recommend the product to those who plan to use it. I rate the tool an eight out of ten.
Automatically pull data from your email, calendar, spreadsheets, multiple support channels, and more to get a single, 360° view of every customer and your whole business.
Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. And become an Essentials pro with our easy in-app tutorials.
Trailhead is the fun way to learn all about CRM, sales, service, or any other topic—from easy overviews to in-depth, nitty-gritty details.
Overall, I would rate it a seven out of ten.
I rate the overall product a six out of ten. I rate its integration capabilities a five out of ten. You need to test the solution thoroughly before going full-scale.
I work from home for a heater manufacturing company. They wanted to move away from their current SAP CRM system to Salesforce. There is a fulfillment process, which involves taking an order, delivering it, and providing service. Salesforce is used to manage the order-taking process. Once an order is taken, the backend system, SAP ERP, handles product manufacturing, delivery, and installation. After installation, the Service Cloud in Salesforce takes over for ongoing service management. Once your order is confirmed, integration with the SAP ERP backend will be seamless. The system takes the sales order from Salesforce and starts processing it for procurement, starting with creating a production order, manufacturing, and then delivery. Once the product is delivered, this information is passed back to Salesforce Service Cloud. In the Service Cloud, a service engineer receives a notification indicating that a product needs to be delivered to a specific location for installation. The engineer then inspects and installs the product at the designated site. SAP ERP manages the product manufacturing and delivery processes. After the product is delivered to the customer, Salesforce Service Cloud takes over. It manages service requests and dispatches engineers to resolve issues reported by customers. Service Cloud captures the information and creates an incident record when a customer reports a product fault. Engineers receive this information and promptly visit the client site to fix the issue. The solution is easy to implement. Overall, I rate the solution a nine out of ten.
Salesforce Essentials is a proper web-based application. I would recommend Salesforce Essentials to other users because, from what I've heard and seen, Salesforce is a very powerful application. Overall, I rate the solution an eight out of ten.
Overall, I would rate the solution an eight out of ten. It is a good product. It's very user-friendly and very convenient. You will find Salesforce to be a good choice among three or four CRMs.
The solution streamlines our company's sales process since it provides a single pane of glass on which I can access all the information I need. For example, I do not have to open a million links to find the contacts, and I can see the full history of interactions in the past, allowing me to see what was lost, after which I can explore whatever is in my interest. The tool also helps me figure out if some information was lost, why was it lost. Basically, the tool brings everything under a single page, including most of the information I need, so I don't have to invest a lot of time doing research. The product's integration capabilities are great. If you add a voice over IP application, the tool works fast. It works well with Outlook as well. The tool is good in terms of integrations. Working with the tool's mobile application is very difficult because it requires a lot of configuration. Usually, I just use the browser to use the tool on my cell phone. I have never used the mobile application and prefer to use it over Google Chrome. The product is very easy to learn, it works fast, and it is very intuitive. I recommend the product to those who plan to use it. I rate the tool an eight out of ten.
I rate Salesforce Essentials an eight out of ten.