According to the company’s annual report, Salesforce earned $13.3 billion in fiscal year 2019, an increase of over $4 billion from fiscal year 2018. This makes Salesforce the undisputed leader in the CRM industry.
It is a well-known and powerful customer relationship management (CRM) system that is used by businesses in many different fields. It comes with a full set of tools and features that are meant to improve sales, marketing, and customer service.
Although this tool offers many benefits and is unquestionably the market leader, it does have certain downsides that make it less than ideal.
Table Of Contents
- 1 4 Salesforce CRM Problems and its Solutions
- 1.1 Problem # 1 High Learning Curve And Problems With User Adoption
- 1.2 Solution # 1:
- 1.3 Problem # 2 Pricey And Has Hidden Charges
- 1.4 Solution # 2:
- 1.5 Problem # 3 Restricted Deployment Options
- 1.6 Solution # 3:
- 1.7 Problem # 4 Customizing Salesforce Can Exceed Budget And Scope
- 1.8 Solution # 4:
- 1.9 Conclusion
4 Salesforce CRM Problems and its Solutions
The worst problems with Salesforce will be discussed, along with solutions to lessen their effects.
Below are the details of salesforce crm analytics limitations:
Problem # 1 High Learning Curve And Problems With User Adoption
Users must go through initial training, which can be quite long, to learn how to use Salesforce’s features, such as quote, proposal, contract, and other management tools. The length of training relies on how many custom-built features, in addition to standard CRM features need to be learned.
Still, two weeks is the bare minimum for effective salesforce dashboard user training, which includes both self-learning and expert meetings. But even if users have gone through all the needed training classes, that doesn’t mean they will use the system often.
If Salesforce CRM isn’t set up to make it easy for users, the number of users will still be low. For example, filling out hundreds of “required” areas with information about customers and leads can be very time-consuming for sales workers and make it harder for people to use Salesforce CRM.
Solution # 1:
Users can do salesforce learning and how to use it faster with the help of experts. The help needed in using custom-built features will be easier with a Salesforce supervisor or a Salesforce services provider.
Problem # 2 Pricey And Has Hidden Charges
Salesforce costs a lot of money and has hidden costs. Some buyers of Salesforce say that the method is expensive. Because of the limits on data and storage, Salesforce costs may go up by a lot.
Even though the free storage capacity has increased by a factor of ten (and now includes 10 GB of data storage and 10 GB of file storage per org), it may not be enough for an organization with a lot of customers and a lot of sales and marketing materials like contracts, proposals, presentations, demos, etc.
Customers of Salesforce buy additional databases and DMSs (like SharePoint) to get around the problem of not being able to store enough data and files. The extra cost is another problem. The free Standard Salesforce support plan doesn’t offer much in the way of basic help.
For support you will need like ongoing CRM administration and constant system tracking, it’s clear that the company will have to either buy a more advanced support plan from Salesforce (like Premier or Premiere) or use third-party support services.
Solution # 2:
Think about your possible purchases from the beginning. If you think Salesforce pricing is too expensive even before you buy it, you should choose a different CRM
Problem # 3 Restricted Deployment Options
There aren’t many ways to set up Salesforce. All of its main rivals offer their users different deployment choices, like on-premises, cloud, or hybrid solutions, as well as different cloud deployment models, like a private cloud, public cloud, or hybrid cloud.
The Salesforce platform only offers cloud deployment and public cloud deployment, which could be a problem for companies that want to handle their CRM’s technology and security themselves.
Solution # 3:
If, for example, you have to be in charge of the security, performance, and management of your CRM system because of strict rules in your industry, you can’t use Salesforce.
Problem # 4 Customizing Salesforce Can Exceed Budget And Scope
In terms of scale and cost, it’s easy for Salesforce features and customization to go off track. Salesforce is, without a question, a very strong tool. But to feel this power, you may need to put together a lot of different parts that work together.
In the end, this work might start to feel like putting together a Lego house. You might start with small blocks and then spend a long time picking out more fancy blocks to make a “perfect” answer that meets all of your needs.
Solution # 4:
Putting custom features into groups like “Essential,” “Useful,” and “Nice-to-have” and giving them in order of importance will keep your Salesforce solution from being overly customized and keep customization costs in check.
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Conclusion
Your IT staff can keep an eye on these standard, foundational areas to proactively detect, prevent, and fix problems. But these aren’t the only possible reasons why Salesforce can slow down or stop working as quickly as usual. Other causes include an overabundance of fields or the use of linked lists, both of which may add unnecessary bulk.
Even if you haven’t run across this problem, you should still check the foundations are solid so that you know your users will have a positive experience.