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Sales Force Assistant

Reviews of Sales Force Assistant

4.4 (17)
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Pros

  • My relationship with clients has improved as a result of outstanding delivery of the projects I use with the tool. The tool is beyond the spreadsheets, and now it's 2 years and counting.

  • It is exciting having something that speeds up or enhances your success story.

  • Heck, even Google Sheets is better at this point.

  • The product allwas you to organise all your important information, makes everything look tidy and in order to use.

Cons

  • In the area of data handling, I realized Neglect of backup procedures, delay updates, ignore emails, ignore deadlines, share internal information, and skip verification process.

  • Very difficult to integrate, the support basically just sends you to a ton of videos, and if you request anything they fight and penny-pinch you every step of the way.

  • It has a bit to much features, that can distract you and could make you lose important files.

  • Sometimes it lags or hangs in the middle of doing something.

Showing Most Helpful

Showing 17 of 17 reviews

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Verified Reviewer
Customer Success Specialist
Outsourcing/Offshoring, 10,001+ employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
4.0
Customer Service
4.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
December 25, 2022

"Sales Force Assistant "

Pros: One of the things that I liked most about this software is to show the data and talk to the agents, and the best feature is the possibility of adding another software with it and merging the two programs with each other to benefit the most

Cons: Sometimes when giving more than one order it is a little slow but that rarely happens in general it is a great program

Lynn C.
Administrative assistant
Telecommunications, 201-500 employees
Used the software for: I used a free trial
Overall Rating
4.0
Ease of Use
4.0
Customer Service
2.0
Features
3.0
Value for Money
3.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
July 3, 2024

"Cost effective and very efficient CRM"

Overall: It is incredible how this program has the ability to offer a wide variety of options for the growth of a company and increase sales that contribute to the business. Salesforce is one of the best programs you can integrate into your company. From excellent data management and control to effective client interaction, this program will address any operational weaknesses and turn them into strengths. In my work, there is no other program as complete as Salesforce. The myriad possibilities offered by this amazing software make my job much easier and more effective from the start.

Pros: Salesforce offers clearly defined, fully connected, and integrated features. It is widely recognized across various industry sectors, standing out as a market leader and revolutionizing the CRM industry. Whether used as SaaS or PaaS, it has transformed the CRM ecosystem. Companies using Salesforce have saved considerable amounts of money and time, allowing them to focus on their core potential.

Cons: Excessive customizations can sometimes lead to duplicate efforts. The frequent release of new versions may result in unnecessary updates for clients

Alternatives Considered: Neon CRM
Reasons for Choosing Sales Force Assistant: Salesforce offers a free 10-user package for its Nonprofit Success Pack.
Jack B.
Business Broker
Real Estate, 11-50 employees
Used the software for: Less than 6 months
Overall Rating
3.0
Ease of Use
1.0
Customer Service
1.0
Features
4.0
Value for Money
2.0
Likelihood to Recommend
3/10
Reviewer Source
Source: Capterra
March 31, 2023

"Not got for solo agents and small teams"

Overall: There are better alternatives like Pipedrive and HubSpot. Heck, even Google Sheets is better at this point. This is assuming you are a small team.

Pros: I never got far enough into Sales Force to encounter a "pro".

Cons: Very difficult to integrate, the support basically just sends you to a ton of videos, and if you request anything they fight and penny-pinch you every step of the way.

Duncan K.
Coaching
E-Learning, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
5.0
Customer Service
4.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
November 4, 2024

"My Journey as a Sales Force Assistant"

Overall: It is exciting having something that speeds up or enhances your success story. Sales Force Assistant has been a life savior for me and made my projects get fulfilled not only within the planned time frame, but with almost zero errors. My relationship with clients has improved as a result of outstanding delivery of the projects I use with the tool. The tool is beyond the spreadsheets, and now it's 2 years and counting.

Pros: I am a Virtual Assistant focusing on Social Media Management & Social Media Marketing. This tool is good in data management, communication, customer support, sales support and keeping my work organized. Over the years, it has made my work easy, especially managing client's projects.

Cons: However, there are some areas that kind of messed our relationship with the tool. I would like to highlight because I think the company can improve on these areas and allow many others who feel the same. In the area of data handling, I realized Neglect of backup procedures, delay updates, ignore emails, ignore deadlines, share internal information, and skip verification process. I have witnessed this time and again, and hopefully this can get fixed, as don't want to start courting another tool at this stage.

Verified Reviewer
Dependienta
Consumer Services, 1-10 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
4.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
January 14, 2023

"El CRM más potente que he manejado y con grandes características"

Overall: Muy contento con el resultado final, aunque los principios fueron duros.

Pros: Todas las funciones que incorpora son más completas y funcionales que las de otros CRM que he manejado.

Cons: El tiempo nos llevó integrarlo con nuestro ERP, que provocó un retraso de meses en el proyecto.

Alternatives Considered: Zoho CRM
Reasons for Choosing Sales Force Assistant: Por recomendación de nuestro responsable de sistemas, que lo había usado en una empresa anterior.
Switched From: SuperOffice CRM
Reasons for Switching to Sales Force Assistant: Se nos había quedado pequeño el anterior
Lute C.
Sales Manager
Apparel & Fashion, 1-10 employees
Used the software for: 1-2 years
Overall Rating
4.0
Ease of Use
4.0
Customer Service
3.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
June 23, 2023

"Charity appears organized with SF Assistant our Star "

Overall: It’s a software program I used in FX client portfolio management. Now we use it for info input and quick report and lists.

Pros: When we set up our board of directors for year 2 we purchased software. A few trials and the group of 7 landed on east using SF Assistant. It’s crucial for info input and report print outs.

Cons: That we pay for it as a charity. We need a sponsor to save fees.

Reasons for Choosing Sales Force Assistant: My experience in the past in FX industry.
Reasons for Switching to Sales Force Assistant: We needed more info and critical reports for pitching beneficiaries and for our Board
Hemal B.
CEO
Marketing and Advertising, 1-10 employees
Used the software for: Less than 6 months
Overall Rating
4.0
Ease of Use
5.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
August 15, 2023

"Good Support Team"

Pros: The best thing that I love is integrating the software. It works perfectly for my business. We mainly use it for managing sales, commissions, data management, monitoring, and analysis. This is a very powerful CRM. Great support.

Cons: It is quite complicated to understand the modules in the beginning stage.

Alternatives Considered: Zoho CRM and Odoo
carolina F.
gerente de vendas
Marketing and Advertising, Self-employed
Used the software for: 6-12 months
Overall Rating
3.0
Ease of Use
3.0
Customer Service
2.0
Features
3.0
Value for Money
4.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
August 21, 2023

"usabildade da plataforma"

Overall: gosto da plataforma e acredito que alguns recursos de venda poderiam ser implementados

Pros: gestão de contatos , contas e novas prospecções , monitoramento de forecast e funil de vendas

Cons: criar novos recursos de prospecao para busca de novos clientes por segmento e região

Michael I.
Sales Executive
Financial Services, 201-500 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
December 29, 2022

"Good Product "

Overall: Very beneficial, savvy, a bit complicated but also easy to use and would recommend

Pros: The product allwas you to organise all your important information, makes everything look tidy and in order to use

Cons: It has a bit to much features, that can distract you and could make you lose important files

John Mark D.
Health Supplement Expert
Health, Wellness and Fitness, 11-50 employees
Used the software for: 6-12 months
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
5.0
Likelihood to Recommend
10/10
Reviewer Source
Source: Capterra
November 23, 2022

"Sales Force Review"

Overall: It is so easy to use and it's not complicated to use on a daily use.

Pros: It's so easy to use. Easy to put the data that we need to put as an agent.

Cons: Sometimes it lags or hangs in the middle of doing something

Almudena C.
Especialista comercial
Insurance, 501-1,000 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
February 19, 2023

"CRM más potente del mercado"

Overall: En nuestra organización el uso principal que le damos es para seguimiento de datos de ventas, incorporación de datos de productos sobre nuestros socios, clientes, seguimientos de ofertas y pedidos, análisis sectoriales, etc.Altamente personalizable, pero a la vez con un gran equipo detrás que te acompañará en todo momento durante el proceso de implantación.No es el CRM más ecónomico pero si el más potente. Sin duda es una opción obligatoria a estudiar si va a implantar un CRM en cualquier empresa.

Pros: Desde que hemos implementado Sales Force se ha convertido en una herramienta fundamental en nuestro día a día. Ha mejorado y facilitado la gestión de las relaciones y el seguimiento de todo lo relacionado con nuestros clientes. A destacar la facilidad que tiene para implementarse con otro tipo de software como pueden distintos ERP's que encontramos actualmente en el mercado.

Cons: Es un habitual hoy en día, pero el contratarlo conlleva una suscripción por licencias, lo que hay que tenerlo en cuenta ya que supone un coste importante.Por lo demás nada que objetar, ya que es un software muy completo y con un soporte al cliente muy bueno.

Switched From: Zoho CRM
Verified Reviewer
Ingeniería
Construction, 201-500 employees
Used the software for: 2+ years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
February 21, 2023

"Plataforma líder en el mercado "

Overall: Incluye una amplia gama de herramientas adaptables desde pymes a grandes empresas. Permite hacer seguimiento de clientes potenciales y hacer seguimiento de indicadores claves de ventas y clientes importantes.

Pros: Desde que se ha implementado hemos mejorado la gestión en las relaciones con los clientes.

Cons: Es un producto caro para empresas pequeñas, con aprendizaje complejo. Su soporte, por el contrario, es bueno. Se puede integrar con otro tipos de softwares, aunque puede resultar complicado.

Alternatives Considered: Zoho CRM
Stella B.
Marketing specialist
Electrical/Electronic Manufacturing, 51-200 employees
Used the software for: Less than 6 months
Overall Rating
4.0
Ease of Use
3.0
Features
4.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
March 13, 2023

"Ottimo supporto per i venditori"

Pros: Ha delle grandi potenzialità. In particolare l’integrazione con altri gestionali che al momento non abbiamo ancora implementato.

Cons: È necessario un training non semplicissimo

Verified Reviewer
Responsable de operaciones
Environmental Services, 11-50 employees
Used the software for: 1-2 years
Overall Rating
5.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
3.0
Likelihood to Recommend
9/10
Reviewer Source
Source: Capterra
January 4, 2023

"Un acierto esperado"

Overall: Hemos ganado mucha velocidad de gestión con nuestros clientes y las tareas de CRM son mucho más completas y rápidas

Pros: Todas las tareas que hemos simplificado y la gestión más ordenada y respuesta mucho más rápida que hemos adquirido

Cons: Las complicaciones iniciales en la integración de ciertas tablas con nuestro actual ERP, pero que hemos conseguido solventar rápidamente.

Reasons for Choosing Sales Force Assistant: Por comentarios de amigos que lo han utilizado en otras empresas y que estaban muy contentos
Verified Reviewer
Service engineer
Renewables & Environment, 1,001-5,000 employees
Used the software for: Less than 6 months
Overall Rating
4.0
Ease of Use
5.0
Customer Service
5.0
Features
5.0
Value for Money
4.0
Likelihood to Recommend
8/10
Reviewer Source
Source: Capterra
February 15, 2023

"CRM más potente del mercado!"

Overall: Sin duda el mejor CRM del mercado. Precio algo caro pero vale la pena por la enormes posibilidades que ofrece.

Pros: Inmejorable CRM con todas las necesidades que puedas necesitar para la gestión con tus clientes. Se integra con SAP y es muy customizable.

Cons: El precio es caro pero es lo habitual en este tipo de software. Necesita un buen equipo que te ayude durante la implantación.

Switched From: Zoho CRM
Verified Reviewer
Engineering Manager
Mechanical or Industrial Engineering, 201-500 employees
Used the software for: I used a free trial
Overall Rating
5.0
Ease of Use
4.0
Customer Service
4.0
Features
4.0
Value for Money
4.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
February 3, 2023

"Gran asistente para tu CRM"

Pros: Gestiones simplificadas, fácil de unificar la información, entorno amigable.

Cons: En ocasiones se cuelga en medio de un proceso

Switched From: Zoho CRM and Odoo
Verified Reviewer
Planificador de producción
Mechanical or Industrial Engineering, 201-500 employees
Used the software for: Less than 6 months
Overall Rating
4.0
Ease of Use
4.0
Customer Service
4.0
Features
5.0
Value for Money
2.0
Likelihood to Recommend
7/10
Reviewer Source
Source: Capterra
January 24, 2023

"CRM potentísimo y con grandes posibilidaes"

Overall: Todavía estamos en la fase de implantación junto con SAP Busines ONE

Pros: Lo sencillo que es integrarlo con otros softwares y que está muy extendido lo que facilita que los clientes estén habituados a usarlo.

Cons: El precio es bastante elevado, y como la mayoría de softwares actuales funciona bajo licencias.

Switched From: Zoho CRM
Reasons for Switching to Sales Force Assistant: Las mejoras que ofrece SalesForce por encima de Zoho y sobre todo las integración con SAP Business ONE