Salesforce Software

if we require more feqtures like automation, it comes with additional cost. It gets expensive too quickly Review collected by and hosted on G2.com.

It was easy for sales team to do email follow-ups through automated emails and sequences. It was easier to build better conversations due to tracking of email and how many times the emails are being opened as well as if the links on thye emails were cliecked. This gives good indication to the sales team whether the procpects are interedted in the products and servoces Review collected by and hosted on G2.com.

Even the main aspects are easy to find, it may be complicated to find some pieces of info because it depends on the implementation that the company did.

There are aspect of the sales process that are not really into sales cloud as quoting and you may lost the feeling of working on the same platform once that you reach that point. Review collected by and hosted on G2.com.

I have worked with Salesforce for over 10 years and it is the solution that allows me to track my sales activities. I register all the activities that I do with my partners in customers while I can keep working on the opportunities. From Salesforce, I track and create new pipeline and I manage the new leads coming from the marketing team. Review collected by and hosted on G2.com.

At first, the price tag seemed pretty high. But considering the calue, close delivers, im ok with that after all.

I Would have wished for maybe a call to set up everything, getting some tips and best pracises.

Maybe an integrated AI, trained specially for cold mails would be great, i am using Chat GPT for that part. The integrated AI is okay, but not as capable as for example Chat GPT. Review collected by and hosted on G2.com.

Keeping track of our current opportunities; automating our mail marketing; being able to work together on leads Review collected by and hosted on G2.com.

Our biggest challenge so far has been the pace of implementation. This is a lengthy process to find out exactly how to make NetSuite fit with our business, but putting in the effort up front will certainly go a long way down the road. Review collected by and hosted on G2.com.

NetSuite is helping us solve a terribly slow period close process. We were taking anywhere from 25-35 days to close a single month in our old system. We hope that with NetSuite we will be closed within 15 days after month end. Review collected by and hosted on G2.com.

I started on AC with a small company. I would have loved to get more included traning or personlized deals pipelines to help get the ball rolling. Integration was incredible easy, but I would have loved more help with getting started. Review collected by and hosted on G2.com.

AC is helping us make sense of our data. Thousands of contacts are now being cared for intentionally thanks to this SaaS. Beyond that, however, it's given us insights to our customer's activities and helps us create beautiful emails. Review collected by and hosted on G2.com.

The CrmOne software is easy to use and works really well for small to medium-sized teams who need a centralized platform to manage customer data. While the interface could be a little more intuitive, once you get the hang of it, navigating the system becomes much easier. The features of system are flawless. Review collected by and hosted on G2.com.

For companies dealing with multi-step sales processes, keeping track of tasks, stages, and timelines becomes chaotic without the organizational capabilities of a Crm Software. Review collected by and hosted on G2.com.

As all features are built-in, customers were flooded with features that affected the ease of use for customers and needed enough time to start using it. Review collected by and hosted on G2.com.

Currenlty we are using the different products for Product Develoment and planning, kanban board, Team Collaboration, Task Management. Where now click up brought all the features built in one place where all these things sync together and help the user to have better experience. New AI feature eases us many work which we usually do with other products. Review collected by and hosted on G2.com.

The different dimensions (Classes, Departments, vendors, Customer etc.) are split in different applications. If it can be merged into one single application - "Company", it would be more easy to use.

Also, the sync errors through Intacct and our Billing software causes disruption in our accounting processes. Review collected by and hosted on G2.com.

My role in the accounts payable process - processing bills.

One problem is our billing software does not allow us to process multi-currency bills (Ex: Base currency of entity - USD, vendor bill currency - EUR) accurately, which Sage intacct through its multi-currency billing feature allows me to process bills with the live exchange rates based on the bill dates. Review collected by and hosted on G2.com.

One thing would the accounting system is slightly lacking. Not terrible but not as user-friendly as Quickbooks Review collected by and hosted on G2.com.

Xoro is helping us conncect everything in one place. Before, we would place purchase orders, create sales orders, and run our accounting system through three different places. As you can imagine, this got really complicated when trying to record simple things such as cost of goods and things like that. Xoro has helped simplify that. Review collected by and hosted on G2.com.

Nothing - it has everything I need with ease of use to complement. Review collected by and hosted on G2.com.

Client data management, time logging and calendar - it gives me asy access to client data at the touch of a button and periodic reminders on client website hosting expiry dates. It also allows me to log the time spent on a job for accurate invoicing. Review collected by and hosted on G2.com.

One thing that I feel could be added is a mid-plan for startups like me. The growth plan allows only 1000 leads at a time in your system. Initially, It was fine for me, but as I wanted to scale up some more, the next available option was the Hyper plan for 25,000 contacts or 87usd addon for 26,000 contacts. Both of them were way above my requirements. A mid-plan with 5000 contacts would help a business like mine. And one more thing was some options like A/B testing, Replying directly from Unibox are available only in the Hyper plan. Would have been nice if it came in the growth plan itself as anyway, the contact number is limited. Review collected by and hosted on G2.com.

I use Instantly to my entire outreach system for my startup. Currently I use Cold email outreach as my only source of lead gen. And Instantly's reliable platform help in sending, tracking, segmenting email in good quanitiy. The easy to use platform and seamless setup would benefit anyone who is looking to try cold emails. Review collected by and hosted on G2.com.

1) It faces slight technical glitches sometimes. Review collected by and hosted on G2.com.

In the past my organisation used to suffer a lot on lead management , which was a constraint to upscale the business. With implementation of Kylas I believe we will be able to grow our business a lot more easier and faster.

Furthermore, it has enhanced a lot of productivity of the team. Review collected by and hosted on G2.com.

Lack of customization options in the dashboard can be a hassle for some users. All-in-all a great tool for all your business needs. Review collected by and hosted on G2.com.

I highly recommend using this business management platform. We were able to increase team collaboration and communication with its smart reporting and advanced analytics functionalities. Review collected by and hosted on G2.com.

Creates precise and comprehensive financial reports as per the accounting standards.

Reduces paperwork, manual errors and instances of data duplicity.

Allows better control through improved financial management and forecasting.

Streamlines the accounts payable process and ensures payment compliance with the end-to-end invoice management system. Review collected by and hosted on G2.com.

Overall, we do have significant complaints about Acumatica. I would say we would like to see more low-code/no-code workflow capabilities across the platform. Also, the security setup is complex (albeit powerful), so continuing to enhance the ease-of-use of the application security would be desirable. Review collected by and hosted on G2.com.

We are leveraging Acumatica to be our primary accounting system as well as a basis for our operational client billing and management sytem in the Home Care industry. We are using the Field Service components along side of the project accounting aspects plus we are significantly extending the product with the Acumatica development platform. This is all to replace our heavily customized Dynamics SL system that we need to migrate away from. Review collected by and hosted on G2.com.

There are very less things I could dislike about S/4HANA Cloud. I would say the Customer Support can be a little better in terms of responses.

Otherwise, SAP S/4HANA Cloud is to be recommended to all in the SAP world. Review collected by and hosted on G2.com.

I have been using SAP S/4HANA Cloud for a while now and there have been many benefits that I could see. The time it saves is very important and effecient in delivering work. Also, it comes ina decent cost and the ease of use and its features go hand in hand. So, the problems that persisted on an on-premise platform does not come here, as we are able to access S/4HANA Cloud from anywhere. Review collected by and hosted on G2.com.

I think the look and feel and design of the core platform of this system could be much more modern to better leverage all of its financial capabilities. Review collected by and hosted on G2.com.

In my company we have solved all the problems to account for our sales with the financial functions and tools of Microsoft Dynamics 365, we think it is currently the best system we can use for the management of all our finances. Review collected by and hosted on G2.com.

Redundancy in notifications. I almost always have the portal open, so I don't need the emails as much as maybe someone else would, but the info is clear and shared numerous ways. Review collected by and hosted on G2.com.

Keeping track of leads and opportunities with my sales team leader and the rest of our team. Review collected by and hosted on G2.com.

I wish Pipedrive had more detailed tracking features, like timestamps for when emails were viewed or links were clicked, directly visible in the table view. It would make understanding customer engagement much faster without jumping between tabs. Adding these enhancements would elevate Pipedrive’s CRM to the next level, making it more actionable for decision-making. Review collected by and hosted on G2.com.

1. Disorganized Sales Processes: By offering a visual pipeline, Pipedrive streamlines deal tracking, ensuring no opportunity is overlooked.

2. Time-Consuming Administrative Tasks: Its automation features handle repetitive tasks, freeing up time for more strategic activities.

3. Lack of Insight into Sales Performance: With robust reporting and analytics, Pipedrive provides clear visibility into team performance and sales metrics. Review collected by and hosted on G2.com.

It doesn't sync with up with mailerlite, Review collected by and hosted on G2.com.

It's a cost efficient Customer Relation Mangerment tool, nothing complicated very straightforward and easy to use Review collected by and hosted on G2.com.

Very rarely it is happening that due to server issues from others the workflows might run slowly but after 10 min it will get back to normal. Review collected by and hosted on G2.com.

In my team we have involved multiple entities. With floww.ai we could able to get that entire flow smooth.

Custom records made entirely smooth entire our sales journey.

And also instant dashboards building very helpful. Review collected by and hosted on G2.com.