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Salesforce - what is it like?
Posted on 7/17/24 at 8:27 am
Posted on 7/17/24 at 8:27 am
I know I am probably late to the game but can someone tell me what this Salesforce software is like?
I am working at a small / mid-sized (110 employees, $25 mil revenue) company that is adopting this software at the behest of the new CRO. We are 85% government sales based. With the other 15% being online web sales and some retail dealers.
I am not in Sales but I do support the Sales Team with Subject Matter Expert consults on my area of expertise. I also work in Product Line Management and Product Development.
I am wondering how much of my busy day is going to be spent at a keyboard feeding this program instead of doing my job. Any feedback?
I am working at a small / mid-sized (110 employees, $25 mil revenue) company that is adopting this software at the behest of the new CRO. We are 85% government sales based. With the other 15% being online web sales and some retail dealers.
I am not in Sales but I do support the Sales Team with Subject Matter Expert consults on my area of expertise. I also work in Product Line Management and Product Development.
I am wondering how much of my busy day is going to be spent at a keyboard feeding this program instead of doing my job. Any feedback?
40
Posted on 7/17/24 at 8:30 am to jbgleason
My office uses the legal thing (Litify). It's OK for document management, but not much better than just putting things on a server through Microsoft or whatever. I guess is the upside is it's safer from hacking. It's embarrassingly bad for billing and there are programs at a fraction of the cost that are easier to use. I literally can't just get a clean printout of my time for the month.
Posted on 7/17/24 at 8:34 am to jbgleason
Depends on what modules they implement. How are sales and sales activities tracked today?
More than likely, it’s going to be used to track, advise and support the sales teams and pursuits. They’ll look at resources supporting deals among other things.
If there’s dead weight, I’ll surface pretty quick.
More than likely, it’s going to be used to track, advise and support the sales teams and pursuits. They’ll look at resources supporting deals among other things.
If there’s dead weight, I’ll surface pretty quick.
Posted on 7/17/24 at 8:35 am to jbgleason
I use the CRM side of it daily and have for the last 3 years. Off and on I’ve used it for nearly a decade depending on my needs. Can’t speak for the “back end” stuff but the CRM side is fairly user friendly.
Posted on 7/17/24 at 8:42 am to jbgleason
quote:
Salesforce - what is it like?
"If it's not in SF, it didn't happen"
Get ready to live out of it and note everything you do for all the people you support internally and externally.
As others said, it depends on the modules and if any custom work is done.
Posted on 7/17/24 at 8:47 am to jbgleason
It’s a micromanaging nightmare. I hate it with a burning passion. Be ready to log every breath you take and every time you fart so your managers can see
This post was edited on 7/17/24 at 8:49 am
Posted on 7/17/24 at 8:54 am to BeachDude022
This - SF exists for management not for workers. I've used 6 or 8 different CRMs over the years and I understand SF's dominance because it has tentacles into every other aspect of business front and back office, but it's far and away my least favorite. I haven't used it in a few years but really liked Hubspot (they probably got bought by SF).
Like any complex system, how it's designed and deployed are critical to the user exerpience and effectiveness. The problem is as companiess change, grow, learn, acquire the original design specs cannot remain the same - so things change, garbage data and processes move forward because managment refused to commit to real data cleansing or better yet starting over with a fresh slate; and it becomes a cobbled together Clusterfrick.
Like any complex system, how it's designed and deployed are critical to the user exerpience and effectiveness. The problem is as companiess change, grow, learn, acquire the original design specs cannot remain the same - so things change, garbage data and processes move forward because managment refused to commit to real data cleansing or better yet starting over with a fresh slate; and it becomes a cobbled together Clusterfrick.
This post was edited on 7/17/24 at 9:29 am
Posted on 7/17/24 at 8:55 am to jbgleason
I dunno - our company had plans to convert to it 2 years ago, and we are still waiting.
Posted on 7/17/24 at 8:56 am to jbgleason
Honestly?
I hate it. I guess if you’re using it correctly it’s nice to have. But it’s a pain in the arse to use and adds unnecessary extra steps for me
I hate it. I guess if you’re using it correctly it’s nice to have. But it’s a pain in the arse to use and adds unnecessary extra steps for me
Posted on 7/17/24 at 9:04 am to VermilionTiger
Beach dude/Don/Vermillion have it absolutely correct. It is for micromanaging not workers/salespeople. You have to document everything which is time consuming and takes away from actually selling/working. It turns into a giant cluster.
Posted on 7/17/24 at 9:05 am to Don Quixote
quote:
This - SF exists for management not for workers. I've used 6 or 8 different CRMs over the years and I understand SF's dominance because it has tentacles into every other aspect of business front and back office, but it's far and away my least favorit. I haven't used it in a few years but really liked Hubspot (they probably got bought by SF).
CRMs can be extremely useful for sales if used, but they are usually busy work. Depends on the management.
currently don't have one and it is a nightmare. Our business was developed by people who are no longer here (dead or forced retirement), and biden era "consultants" who are hanging around to talk sports
all our contacts are on business cards or in someone's aging head. Like planting a tree at a starter home, a CRM is often for the next sales rep.
This post was edited on 7/17/24 at 9:06 am
Posted on 7/17/24 at 9:05 am to Bunk Moreland
quote:
and there are programs at a fraction of the cost that are easier to use.
go on...
Posted on 7/17/24 at 9:07 am to Dire Wolf
your situtation may dictate otherwise but if you have the ability to pick/use a CRM just for yourself to keep you / clients organized Hubspot has a free edition but also take a look at Zoho.
Posted on 7/17/24 at 9:08 am to jbgleason
User friendly but getting improvements is a long heavy lift apparently. I.e. when emailing a team on an opportunity, we had to manually type each persons email everytime. It took a year before they made a “email team” button to populate a draft and email addresses automatically on said opportunity. And it still wasnt exactly how we asked for it.
Its just ok to me. Way too many options to track customers and info. I dont have time to put all that info in. If you have less than 100 clients it could probably work very well
Its just ok to me. Way too many options to track customers and info. I dont have time to put all that info in. If you have less than 100 clients it could probably work very well
Posted on 7/17/24 at 9:08 am to jbgleason
110 employees and only 25 mil rev??? That's not good.
Posted on 7/17/24 at 9:10 am to jbgleason
It populates incredible amounts of information on everyone you come in contact with.
How long before that information on your system collaborates with every other company in the universe? Now, your AI computer programs will make sure there will be no secrets to anyone or anything.
We are not just consumers, we are the product as well.
How long before that information on your system collaborates with every other company in the universe? Now, your AI computer programs will make sure there will be no secrets to anyone or anything.
We are not just consumers, we are the product as well.
Posted on 7/17/24 at 9:12 am to Floyd Dawg
As a CRM tool it’s organized and easy to manage. Definitely helps for streamlining and improving contracting delays and such
Posted on 7/17/24 at 9:14 am to jbgleason
I can't stop thinking about this ratio...25 mil...110 employees...that's approx 225K rev per employee...yall are way too bloated headcount wise.
Posted on 7/17/24 at 9:20 am to jbgleason
Bad bad bad. I’ve turned gigs down after finding out SF was their CRM.
Posted on 7/17/24 at 9:31 am to SlowFlowPro
quote:
and there are programs at a fraction of the cost that are easier to use.
go on...
take a look at Hubspot and Zoho
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