Easy way to give relevant info to customers on demand

Pros

Gives customers a portal to view data of your choosing and increase customer satisfaction

Cons

Overall this has been a good experience, fairly easy to set up with some solid resources

Customer Portal Software

Pros

We use community cloud to provide information and self-services to our external customers. The tool is very flexible and we are able to create templates for different customer types which allows us to tailor their user interface. With community cloud, the customers are able to login to one application to conduct business with our company. It is also integrated with the other salesforce products which enables all customer data to be stored in salesforce and shared across multiple applications.

Cons

The username must be formatted as an email. Some of our customers do not have business email addresses. Also, if our customer has implemented salesforce internally or has a salesforce id already with another vendor, they cannot use the same email as their username. When a user attempts to create a username, we have no way of knowing if they already have a salesforce id in another system so we must assume if the username meets all of our criteria and the creation fails that they must have another salesforce id with that username.

Great CRM Platform

I've used this as a customer support for adding and editing client's information. It works really great and easy to use!

Pros

1. Good integration and platform between business user and customers 2. Great and simple UI, making searching easier. 3. Good statistic display. Simple and to the point.

Cons

1. Constant OTP request even though “remember this device” has been checked. 2. Loading times. When you log in first time of the day, it will take some times

SalessForce Craig

I work in SalesForce and rely on it's object and workflow rules to manage our data that we are using. SalesForce is powerful but not the most intuitive software to use on day to day basis. I have gained appreciation for the workflow rules, process builder and approval rules that allow for custom made SalesForce functions to help manage our data structures and data that we pass between our visual pages.

Pros

Ability to manipulate and change data structures on the fly to account for different processes. Also the plug-ins and ability to tie in things such a docusign, conga workflow are among some of the reasons SalesForce will continue to attract so much business.

Cons

Not intuitive and can be a bit of a pain to navigate through the various ways to get through anything.

Community has a new name - Experience

Great product - lots of features and capabilities - without an experienced implementation team, it can be tricky to setup unless you want simple, out of box features. Changes can also be complex

Pros

So many features - built in templates with themes to choose from, customers and partners can login and have different experiences.

Cons

Can be tricky to setup - they lead you to believe that it's easy to implement out of the box, but that's only for the most simple of solutions.