The product's usage varies significantly depending on the project. In some cases, we've utilized it to map out the entire process within the system. Other times, it's been more personalized, particularly for the last campaign I worked on. We've used it for simple opportunity management as well. We use Salesforce for various purposes, from managing company contacts to associating stakeholders with opportunities. While it's not the best tool for external messaging, we've integrated it with platforms like Slack and emails to share notes and track communication.
Business developer manager at Sterling Relocation Limited
Real User
Top 20
2024-01-24T10:22:18Z
Jan 24, 2024
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.
It's for my client to internally track the sales process. But then, after I dealt with the consulting service, I helped a customer check data about sales or customer relationship information and provided them with a data warehouse and BI solution integration. Like, creating visualizations and reports for them.
I provide the solution for customers, and we work with Salesforce APIs to get and update data. We get data from instances of Salesforce for masked data. Then we reupload the data in GDPR. Our process runs on Talend, and we use Salesforce with that and use APIs.
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.
Marketing Operation Director at a manufacturing company with 5,001-10,000 employees
Real User
Top 20
2023-09-11T07:37:31Z
Sep 11, 2023
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.
We are using Salesforce to keep track of our opportunities.
We use the solution as a CRM. We manage opportunities, leads, and partners. We run the whole sales cycle through Salesforce.
The product's usage varies significantly depending on the project. In some cases, we've utilized it to map out the entire process within the system. Other times, it's been more personalized, particularly for the last campaign I worked on. We've used it for simple opportunity management as well. We use Salesforce for various purposes, from managing company contacts to associating stakeholders with opportunities. While it's not the best tool for external messaging, we've integrated it with platforms like Slack and emails to share notes and track communication.
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.
I use the solution for sales and opportunity management. It helps with my business functionalities.
We use Salesforce in CRM, email campaigns, and marketing.
It's for my client to internally track the sales process. But then, after I dealt with the consulting service, I helped a customer check data about sales or customer relationship information and provided them with a data warehouse and BI solution integration. Like, creating visualizations and reports for them.
I use Salesforce in my company to manage everything from lead to cash flow or the whole cycle.
I provide the solution for customers, and we work with Salesforce APIs to get and update data. We get data from instances of Salesforce for masked data. Then we reupload the data in GDPR. Our process runs on Talend, and we use Salesforce with that and use APIs.
I use Salesforce to track my project tasks.
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.
My use cases include business development courses and reporting.
We use the solution for CRM purposes.
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.