G2 reviewers report that Salesforce Platform excels in its customization and flexibility, allowing users to build apps and automate workflows without deep coding knowledge. This capability is particularly beneficial for non-developers, as highlighted by users who appreciate the ability to rapidly create custom UIs and integrate various projects.
Users say that ShareGate shines in its support and user engagement, offering weekly meetings for both beginners and advanced users. This commitment to customer service is evident, with users noting the quick connection to real technicians when more complex issues arise, enhancing the overall user experience.
Reviewers mention that Salesforce Platform provides a robust CRM capability, with users praising its ability to access historical data from over a decade ago. This feature allows for a comprehensive understanding of leads and clients, which is crucial for effective engagement and relationship management.
According to verified reviews, ShareGate is particularly effective for data management and migration, especially in handling SharePoint and OneDrive data. Users have found it invaluable during significant migrations, such as the recent OneDrive cleanup, showcasing its reliability in complex scenarios.
G2 reviewers highlight that while Salesforce Platform has a higher overall satisfaction score, ShareGate's users rate its ease of use and setup slightly higher. ShareGate's intuitive interface and straightforward setup process make it accessible for users who may not be as tech-savvy.
Users report that Salesforce Platform's extensive learning resources and cloud-based access are significant advantages, enabling teams to work from anywhere and continuously improve their skills. This flexibility is a key factor for organizations looking to enhance productivity and collaboration.
What are the essential Salesforce Platform features a beginner should learn to improve customer relationship management?
5 Comments
LM
Learn how to create new accounts, and update existing leads and contacts. Read more
What is Salesforce Platform used for?
2 Comments
ZK
It's a system that helps you manage all past sales activity and understand your business' pipeline. Read more
What is Salesforce Mobile used for?
2 Comments
DE
The Salesforce Mobile app is a free, cross-platform app that allows users to access their company's CRM data on their phone or tablet. It can be used to:...Read more
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