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EVALUATING SALESFORCE
A CRM TOOL
Presented by Group
D2
TR
INTRODUCTION
Pixelast | Design and Tech
SalesForce is a cloud-based customer relationship management (CRM)
software that helps businesses manage customer data and interactions. It is
one of the most popular CRM tools, with over 150,000 customers
worldwide. It was founded in 1999 by Marc Benioff, Parker Harris, Dave
Moellenhoff, and Frank Dominguez.
Objectives:
The objectives of this evaluation are to assess the usability, functionality,
features, pricing, and customer support of SalesForce.
A team of experts(G2) in the field of CRM conducted the assessment.
Some of the criterias of evaluation are given below:
•Tool’s usability
•Functionality
•Features
Pixelast | Design and Tech
Cr
Criterias of Evaluation
Some of the criterias of evaluation are given below:
Ease of integration
Data security features
Customer support services
Ease of use
Methodology:
The evaluation was conducted using the following criteria: ease of use, customization,
integration, scalability, security, and customer support. Each measure was evaluated
using quantitative and qualitative methods, including surveys, interviews, and
usability testing.
Also, ”G2” is a software marketplace that reviews and ratings various software
products and services. It is the largest and most trusted software marketplace, with
more than 80 million people annually using G2 to make smarter software decisions
based on authentic peer reviews.
Pixelast | Design and Tech
Results
SalesForce is a powerful CRM tool that offers a
wide range of features and capabilities. Its
strengths include ease of use, customization
options, and robust integration capabilities.
However, it can be expensive, and some users
have reported issues with customer support.
SalesForce offers a wide range of features and
capabilities, including lead management,
opportunity management, sales forecasting, and
analytics. It integrates with various third-party
applications, including marketing automation
platforms, sales and marketing tools, and social
media platforms.
SalesForce can be expensive, with monthly plans
starting at $25 per user. However, it offers many
features and capabilities that can provide
significant value to businesses.
SalesForce offers a range of support options,
including phone, email, and live chat. However,
some users have reported issues with the quality
and responsiveness of customer support.
Usability
• SalesForce has a user-friendly interface
that is easy to navigate. It is also accessible
from mobile devices, making it easy to use
on the go.
• SalesForce has a high level of usability,
with a score of 4.5 out of 5. According to a
survey conducted by G2, 87% of users
rated SalesForce as easy to use.
Pixelast | Design and Tech
FUNCTIONALITY
Pixelast | Design and Tech
SalesForce offers a wide range of features
and capabilities, including lead management, opportunity management,
sales forecasting, and analytics. It has a high level of functionality, with a
score of 4.5 out of 5. According to a survey conducted by G2, 92% of
users rated SalesForce as having excellent functionality.
INTEGRATION WITH
OTHER SYSTEMS
Businesses can easily connect Salesforce with
their existing systems and data sources, reducing
the need for manual data entry and improving data
accuracy.
APP EXCHANGE
With over 5,000 apps available, businesses can
find pre-built integrations for a wide range of
business functions, such as finance, HR, and
project management.
CUSTOM
INTEGRATION
In addition to pre-built integrations, Salesforce also
offers a robust set of APIs that allow businesses to
build custom integrations with other systems.
DATA INTEGRATION
he platform also offers tools for data integration,
such as data mapping and transformation, that help
businesses ensure that data is consistent and
accurate across all their systems.
INTEGRATION
Pixelast | Design and Tech
Pixelast | Design and Tech
Pricing plans include basic,
professional, enterprise, and
unlimited editions, with prices
ranging from $25 to $300 per
user per month.
Prices may seem high, the
software's comprehensive
features, scalability, and
customizability make it an
excellent investment
Free trial that allows
businesses to test the
software before
committing to a
purchase.
PRICING AND VALUE
CUSTOMER SUPPORT
ACCESSIBILITY
support team is
available 24/7 to provide
assistance and resolve
issues..
RESPONSIVENES
S
quick and efficient
responses to customer
queries and issues and
Case tracking system.
EXPERTISE
Team of trained and
knowledgeable customer
support professionals
SELF-SERVICE
OPTION.
knowledge base, video
tutorials, and user forums.
Conclusion:
• SalesForce is a powerful CRM tool that offers a wide
range of features and capabilities. While it can be
expensive, it can provide significant value to businesses
that need a comprehensive CRM solution. However,
businesses should carefully evaluate their needs and
budget before making a decision.
•
• In a survey conducted by G2 in 2022, 87% of users
rated SalesForce as easy to use, 92% of users rated
SalesForce as having excellent functionality, 92% of
users rated SalesForce as having excellent integration
capabilities, and 82% of users rated SalesForce as
providing good value for money. 77% of users rated
SalesForce as having good customer support.
•
Pixelast | Design and Tech
Salesforce CRM is a robust and user-friendly customer relationship
management software that offers a wide range of features and customization
options for businesses.
It is especially suited for businesses with complex sales and marketing
operations, as it provides powerful reporting and analytics capabilities and
integrates with a wide range of other business applications.
However, businesses should carefully evaluate their needs and budget before
making a decision, as Salesforce CRM can be complex to set up and customize
and may be cost-prohibitive for smaller businesses.
Additionally, some users have raised concerns about data security and privacy,
so it is important for businesses to ensure that they have adequate security
measures in place when using the software.
Overall, if a business needs a powerful CRM software with extensive features
and integrations, and has the budget to invest in it, then Salesforce CRM may be
a good option to consider.

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EvaluatingSalesforce a CRM TOOL.pptx

  • 1. EVALUATING SALESFORCE A CRM TOOL Presented by Group D2
  • 2. TR INTRODUCTION Pixelast | Design and Tech SalesForce is a cloud-based customer relationship management (CRM) software that helps businesses manage customer data and interactions. It is one of the most popular CRM tools, with over 150,000 customers worldwide. It was founded in 1999 by Marc Benioff, Parker Harris, Dave Moellenhoff, and Frank Dominguez.
  • 3. Objectives: The objectives of this evaluation are to assess the usability, functionality, features, pricing, and customer support of SalesForce. A team of experts(G2) in the field of CRM conducted the assessment. Some of the criterias of evaluation are given below: •Tool’s usability •Functionality •Features Pixelast | Design and Tech
  • 4. Cr Criterias of Evaluation Some of the criterias of evaluation are given below: Ease of integration Data security features Customer support services Ease of use
  • 5. Methodology: The evaluation was conducted using the following criteria: ease of use, customization, integration, scalability, security, and customer support. Each measure was evaluated using quantitative and qualitative methods, including surveys, interviews, and usability testing. Also, ”G2” is a software marketplace that reviews and ratings various software products and services. It is the largest and most trusted software marketplace, with more than 80 million people annually using G2 to make smarter software decisions based on authentic peer reviews.
  • 6. Pixelast | Design and Tech Results SalesForce is a powerful CRM tool that offers a wide range of features and capabilities. Its strengths include ease of use, customization options, and robust integration capabilities. However, it can be expensive, and some users have reported issues with customer support. SalesForce offers a wide range of features and capabilities, including lead management, opportunity management, sales forecasting, and analytics. It integrates with various third-party applications, including marketing automation platforms, sales and marketing tools, and social media platforms. SalesForce can be expensive, with monthly plans starting at $25 per user. However, it offers many features and capabilities that can provide significant value to businesses. SalesForce offers a range of support options, including phone, email, and live chat. However, some users have reported issues with the quality and responsiveness of customer support.
  • 7. Usability • SalesForce has a user-friendly interface that is easy to navigate. It is also accessible from mobile devices, making it easy to use on the go. • SalesForce has a high level of usability, with a score of 4.5 out of 5. According to a survey conducted by G2, 87% of users rated SalesForce as easy to use. Pixelast | Design and Tech
  • 8. FUNCTIONALITY Pixelast | Design and Tech SalesForce offers a wide range of features and capabilities, including lead management, opportunity management, sales forecasting, and analytics. It has a high level of functionality, with a score of 4.5 out of 5. According to a survey conducted by G2, 92% of users rated SalesForce as having excellent functionality.
  • 9. INTEGRATION WITH OTHER SYSTEMS Businesses can easily connect Salesforce with their existing systems and data sources, reducing the need for manual data entry and improving data accuracy. APP EXCHANGE With over 5,000 apps available, businesses can find pre-built integrations for a wide range of business functions, such as finance, HR, and project management. CUSTOM INTEGRATION In addition to pre-built integrations, Salesforce also offers a robust set of APIs that allow businesses to build custom integrations with other systems. DATA INTEGRATION he platform also offers tools for data integration, such as data mapping and transformation, that help businesses ensure that data is consistent and accurate across all their systems. INTEGRATION Pixelast | Design and Tech
  • 10. Pixelast | Design and Tech Pricing plans include basic, professional, enterprise, and unlimited editions, with prices ranging from $25 to $300 per user per month. Prices may seem high, the software's comprehensive features, scalability, and customizability make it an excellent investment Free trial that allows businesses to test the software before committing to a purchase. PRICING AND VALUE
  • 11. CUSTOMER SUPPORT ACCESSIBILITY support team is available 24/7 to provide assistance and resolve issues.. RESPONSIVENES S quick and efficient responses to customer queries and issues and Case tracking system. EXPERTISE Team of trained and knowledgeable customer support professionals SELF-SERVICE OPTION. knowledge base, video tutorials, and user forums.
  • 12. Conclusion: • SalesForce is a powerful CRM tool that offers a wide range of features and capabilities. While it can be expensive, it can provide significant value to businesses that need a comprehensive CRM solution. However, businesses should carefully evaluate their needs and budget before making a decision. • • In a survey conducted by G2 in 2022, 87% of users rated SalesForce as easy to use, 92% of users rated SalesForce as having excellent functionality, 92% of users rated SalesForce as having excellent integration capabilities, and 82% of users rated SalesForce as providing good value for money. 77% of users rated SalesForce as having good customer support. • Pixelast | Design and Tech Salesforce CRM is a robust and user-friendly customer relationship management software that offers a wide range of features and customization options for businesses. It is especially suited for businesses with complex sales and marketing operations, as it provides powerful reporting and analytics capabilities and integrates with a wide range of other business applications. However, businesses should carefully evaluate their needs and budget before making a decision, as Salesforce CRM can be complex to set up and customize and may be cost-prohibitive for smaller businesses. Additionally, some users have raised concerns about data security and privacy, so it is important for businesses to ensure that they have adequate security measures in place when using the software. Overall, if a business needs a powerful CRM software with extensive features and integrations, and has the budget to invest in it, then Salesforce CRM may be a good option to consider.