Almacenamiento de datos Software

One thing I dislike about Agentforce sales is that the platform can feel overly complex, especially for new users. There are so many features, menus, and configuration options that it creates a steep learning curve and can slow adoption for teams that aren’t very technically experienced.

Another downside is pricing. The platform can become expensive as companies add more users, integrations, AI features, and customization. For small businesses, the overall cost can be difficult to justify.

I also think the AI capabilities are still evolving. Some users may feel the product is marketed more aggressively than its current maturity level. Reseña recopilada por y alojada en G2.com.

It solves problems related to manual CRM work, slow follow-ups, lead management, and repetitive sales tasks. In many organizations, sales teams spend too much time updating records, tracking customer interactions, assigning leads, and preparing reports instead of focusing on actual selling. Agentforce helps automate these processes using AI and workflow automation.

It also improves response time and decision-making by analyzing CRM data, prioritizing opportunities, and automatically suggesting next actions. Features like AI-driven lead routing, automated follow-ups, sales coaching, and customer interaction summaries reduce operational delays and improve productivity.

The biggest benefit is efficiency. Sales teams can focus more on customer relationships and closing deals instead of repetitive administrative work. Centralized CRM visibility and AI insights also make collaboration between teams easier and more organized. Reseña recopilada por y alojada en G2.com.

What I dislike most about HubSpot is how quickly the pricing scales once your contact list and automation needs grow. A lot of the advanced reporting, workflows, and customization features are locked behind higher tiers, which can feel limiting for growing teams. The platform is also very ecosystem-driven, so once your sales and marketing operations are deeply integrated into HubSpot, switching becomes difficult. Some users also find the workflows slightly clunky for complex automations, and the learning curve can be steep when setting up detailed reporting or lead management systems. Reseña recopilada por y alojada en G2.com.

HubSpot Sales Hub solves the problem of scattered lead management and poor sales-marketing coordination. It helps me track leads, automate follow-ups, and see which campaigns are actually driving conversions. As a marketer, this saves time, improves lead nurturing, and gives better visibility into campaign performance and ROI. Reseña recopilada por y alojada en G2.com.

We haven't explored features like custom calendars or AI responses because we want to keep things personalized for each customer's needs. Reseña recopilada por y alojada en G2.com.

Pipedrive helps us sort customers, determine their needs, and track their sales journey. It categorizes customers by price, product, and location, aiding in scheduling services and follow-ups. It allows us to store customer information and sort categories, which is crucial for tracking and future interactions. Reseña recopilada por y alojada en G2.com.

Sometimes the calling doesn't work. It drops calls. I get too many unnecessary notifications from appointment. I don’t like that it creates new opportunities when I book decision meetings and second meetings, I would prefer if it would just foster the original booking opportunity. Reseña recopilada por y alojada en G2.com.

I use Close to stay organized by tracking meetings and leads. The follow-up prompts for emails, texts, and calls are very useful. I can easily create tasks and appreciate the old version of the opportunities list for clarity. Reseña recopilada por y alojada en G2.com.

La configuración inicial requiere algo de tiempo, especialmente para los equipos que son nuevos en las herramientas CRM. Reseña recopilada por y alojada en G2.com.

Antes de usar CRMOne, dependíamos mucho de hojas de cálculo y herramientas desconectadas, lo que llevó a datos duplicados, seguimientos perdidos y visibilidad limitada en nuestro embudo de ventas. Reseña recopilada por y alojada en G2.com.

Snowflake requires careful management of compute costs. At the same time, it provides some optimized ETL functionality within Snowflake itself and helps keep the information stored in the database seccure. Reseña recopilada por y alojada en G2.com.

Snowflake helps me tackle infrastructure and server challenges by bringing data warehousing, analytics and data collaboration together in one place. It supports external data sharing and real time processing and it can also be used to work with customer support data. It makes scaling easier as data grows, gives clearer visibility into the underlying infrastructure and supports practical use cases such as fraud detection. Reseña recopilada por y alojada en G2.com.

No creo que haya nada que no me guste, tal vez necesiten trabajar en la función de costo estimado al ejecutar cualquier consulta, a veces no muestra la memoria asociada con eso y como es un almacén analítico, la actualización en tiempo real no es posible como en una base de datos transaccional, tal vez en el futuro puedan agregar esas características también. Reseña recopilada por y alojada en G2.com.

En el escenario actual, todos nuestros sumideros de datos están almacenados en Bigquery o en tablas externas vinculadas con Bigquery porque es muy fácil realizar cualquier análisis sobre Bigquery y además se conecta sin problemas con Looker para un análisis detallado. Hoy en día, también comenzamos a aprovechar su capacidad de creación de modelos en los datos almacenados en tablas gestionadas por Biglake o en tablas de Bigquery. En última instancia, realmente ayuda a construir una canalización de extremo a extremo sin preocuparse por el almacenamiento y la escalabilidad. Reseña recopilada por y alojada en G2.com.

One thing I dislike about Databricks is the platform can feel complex for new users, especially when managing clusters and configurations. Pricing can also become expensive with larger workloads if resources are not optimized carefully. While integrations and AI features are powerful, the onboarding process and support documentation could be more beginner-friendly. Reseña recopilada por y alojada en G2.com.

Databricks helps solve the challenge of processing and analyzing large amounts of data efficiently in one platform. It combines data engineering, analytics and AI workflows, which reduce the need for the multiple separate tools. This improves collaboration, speeds up data processing, and helps generate insights much faster. Reseña recopilada por y alojada en G2.com.

There are a few areas in the UI that could feel smoother, especially while switching between modules or updating records quickly. Sometimes pages take an extra second to load when working with larger contact lists, but overall it has not created any serious issues for my daily work. Reseña recopilada por y alojada en G2.com.

Before using EngageBay, we were managing leads and follow-ups manually through spreadsheets and emails, which made it easy to miss tasks or delayed responses. Now everything is tracked in one system including deals, calls, notes and follow-ups.

It has helped us respond to leads faster, keep the sales pipeline organized, and maintain better follow-up consistency without needing additional tools. For a growing business it has been practical and easy to manage without a complicated setup. Reseña recopilada por y alojada en G2.com.

Lo que más me disgusta es el constructor de correos electrónicos. Es torpe, difícil de usar y no muy intuitivo.

Otra cosa que no me gusta es el sistema de informes. La forma en que filtra y muestra las métricas es difícil de entender y navegar. Preferiría que fuera más directo y se centrara en lo que importa, como la efectividad del título del correo electrónico, la tasa de apertura y la tasa de clics.

Además, la función de duplicación de campañas podría mejorarse. Ayudaría si cada campaña duplicada pudiera agruparse en una sola categoría para que pueda encontrarlas rápidamente, en lugar de terminar con una copia aislada cada vez. Reseña recopilada por y alojada en G2.com.

Las funciones principales que más valoro son el CRM y las automatizaciones. Reseña recopilada por y alojada en G2.com.

I noticed customization feels a bit limited when I try to make very specific changes, like adjusting layout or fields exactly the way I want. For normal daily use it works fine, but for more detailed control it can feel a little restricted. Also on mobile it works well for basic use, but sometimes checking or editing full details on a small screen feels a bit less comfortable, especially when there are more entries. Apart from these small points, it works smooth and supports regular work without any major issue. Reseña recopilada por y alojada en G2.com.

it help me solve the problem of managing patient details and follow ups in one place. Earlier I was keeping things in notes or messages, which was confusing and sometimes I miss follow up. Now with pipeline I can see clearly which patient is in which stage, so my work become more clear. It also help me reduce manual work because I can add tasks and set follow up reminders, so I don’t need to remember everything. This save time and make daily work more smooth.

All details like contact, notes and communication stay in one place, so I don’t have to check different apps again and again. It make my work more organized and easy to handle. Overall it help me manage follow ups better, avoid confusion and keep my daily work simple and under control. Reseña recopilada por y alojada en G2.com.

some integrations and workflow connections depend on third-party tools, which can make setup little longer for specific work needs. Reporting is useful for daily tracking, but for deeper analysis and detailed reporting, I feel there could be more flexibility. Another small thing is that when switching between contacts, tasks, notes, and activity history many times during busy work, few pages sometimes take little extra time to refresh. Reseña recopilada por y alojada en G2.com.

capsule crm is helping me keep follow-ups, client communication, tasks, and daily workflow more organized in one place. It makes managing reminders, notes, activity history, and pending tasks much easier during regular work. The task tracking and follow-up system is very useful because it helps keep communication and scheduled work properly managed without confusion. Activity history also helps in quickly checking previous discussions and updates when needed.

overall, it improves work organization, saves time, reduces chances of missing follow-ups, and makes daily workflow more smooth and manageable. Reseña recopilada por y alojada en G2.com.

There are two versions of Ricochet360, and on the new, more colorful version, you cannot see the call history for one specific day. I'd like that to be improved because I need to send my numbers every day and see the exact number I did today. Reseña recopilada por y alojada en G2.com.

I meet my goal by calling prospects with Ricochet360, as it keeps everything, like call history, in one place. It's fast, never gets stuck, and helps with tasking, calling customers, and recording statuses properly. Reseña recopilada por y alojada en G2.com.

Nada por ahora. Happsales CRM es muy conveniente para gestionar datos de clientes. Reseña recopilada por y alojada en G2.com.

Casi todos los problemas con respecto al sistema de gestión de cuentas y clientes potenciales. Reseña recopilada por y alojada en G2.com.

Al principio solíamos solicitar un correo electrónico para resolver cada problema. Hoy en día es muy fácil de usar. Esos problemas también han sido resueltos por ellos en el mes reciente. Reseña recopilada por y alojada en G2.com.

Han personalizado la hoja de informe como preferimos. A menudo les pedimos que cambien el nombre de usuario y la contraseña para el nuevo personal que se une. Pero ahora lo han personalizado. Hoy en día, el administrador puede cambiar o editar los detalles del personal. Y también las últimas 50 entradas de CRM son visibles para todos los empleados, para que puedan actualizar fácilmente las revisiones diarias y los seguimientos de otros también. Reseña recopilada por y alojada en G2.com.

Nothing. It has everything I was looking for in a minimal CRM. Reseña recopilada por y alojada en G2.com.

I got rid of my long, annoying spreadsheet of vendor contacts. It's super easy to look up contacts on my phone instead of scrolling through a giant spreadsheet. Reseña recopilada por y alojada en G2.com.

Hay muy poco que no guste de Ohanafy: ha sido una solución sólida para nuestro negocio. Si tuviera que señalar un área de mejora, incorporar software de contabilidad y finanzas directamente en el sistema agilizaría las operaciones y reduciría la necesidad de herramientas externas.

Hemos tenido una gran experiencia con Ohanafy y realmente apreciamos el nivel de soporte y personalización que ofrece. La plataforma es intuitiva, flexible y proporciona datos en tiempo real que nos ayudan a tomar decisiones informadas rápidamente.

Dado lo bien que Ohanafy se alinea con las necesidades de nuestro negocio, nos gustaría alejarnos completamente de QuickBooks como nuestro proveedor externo de contabilidad. Integrar la funcionalidad de contabilidad directamente en Ohanafy lo convertiría en una solución completa para nosotros. Esta sería mi recomendación para que esta solución complete totalmente su oferta de productos. Reseña recopilada por y alojada en G2.com.

Ohanafy nos ha ayudado a resolver varios desafíos operativos, aportando eficiencia y facilidad a nuestros flujos de trabajo diarios.

Órdenes de Compra y Pronósticos Simplificados - Uno de los mayores beneficios es la capacidad de generar y enviar órdenes de compra directamente desde la herramienta de pronósticos. Esta integración agiliza nuestro proceso de compra de productos y ahorra tiempo valioso.

Creación Avanzada de ASN y Gestión de Palets - El sistema ofrece una flexibilidad mejorada al crear ASNs, permitiéndonos clasificar por estilo de paquete, categoría de producto o ubicación de almacén. Los palets se construyen automáticamente según nuestra configuración, pero la funcionalidad de arrastrar y soltar hace que los ajustes sean rápidos e intuitivos. Es extremadamente fácil de usar.

Informes Sin Esfuerzo - Los informes son otra área donde Ohanafy destaca. A diferencia de las plataformas que utilizan estructuras de nombres complejas de padre-hijo, Ohanafy facilita la creación de informes en minutos donde antes solíamos pasar horas. Los informes en vivo con campos predeterminados dan a nuestro equipo de ventas acceso instantáneo a los datos que necesitan, justo al alcance de sus manos.

En general, Ohanafy ha mejorado significativamente nuestra eficiencia operativa y accesibilidad a los datos. Reseña recopilada por y alojada en G2.com.

One challenge I noticed is that when emails face deliverability issues, it is not always easy to identify the exact reason or understand domain health clearly.

I also felt that reporting and filtering could provide deeper visibility for analyzing larger communication activities more effectively.

Another limitation is that some integrations and automation workflows may require additional setup effort to work smoothly with external tools. Reseña recopilada por y alojada en G2.com.

Before using Instantly, supplier follow-ups and external communication activities were handled manually through Outlook conversations, reminders, and spreadsheets. During busy project phases, this often caused missed follow-ups, delayed responses, and difficulty tracking ongoing discussions across multiple vendors.

Instantly solved this by centralizing outreach tracking, scheduling, automated follow-ups, and reply monitoring within one platform. For example, during one supplier clarification activity related to pending engineering documents, I could manage multiple external discussions together and track responses more systematically instead of manually checking individual mail chains repeatedly.

From a practical perspective, it reduced the manual effort involved in tracking repeated follow-ups through separate email chains and spreadsheets. By organizing outreach and communication workflows in one place, it helped save time during supplier coordination and external communication activities, which improved overall workflow efficiency.

This reduced manual coordination effort, improved follow-up consistency, and helped avoid delays in project communication activities. From a workflow perspective, it saved time during vendor coordination and improved visibility into ongoing external discussions. Reseña recopilada por y alojada en G2.com.

One downside of Zoho CRM is that some advanced features can feel complex and take time to learn for new users. At times, the interface can seem crowded, and customization setup may require technical knowledge. Customer support response time can also occasionally be slower than expected. Reseña recopilada por y alojada en G2.com.

Zoho CRM helps manage customer data, track sales activities, and automate follow-ups in one platform. It improves team coordination, reduces manual work, and helps keep customer communication organized. This has increased productivity, improved response times, and made it easier to track leads and business growth. Reseña recopilada por y alojada en G2.com.

Una cosa que observamos es que la sincronización de tiempos y el mapeo de campos ocasionalmente necesitan monitoreo, especialmente cuando se trata de conjuntos de datos grandes o de rápido movimiento. Hubo momentos en los que las actualizaciones no se reflejaban instantáneamente o requerían una verificación rápida para confirmar que todo estuviera alineado correctamente. No interrumpió los flujos de trabajo, pero sí significó que nos mantuviéramos atentos a la consistencia de los datos cuando las campañas estaban escalando. Reseña recopilada por y alojada en G2.com.

SalesTaget.ai ayuda a reducir la desconexión entre la actividad de prospección y la visibilidad del CRM. En lugar de que los datos de alcance vivan en aislamiento, se convierten en parte del registro de ventas más amplio. Eso hace que los informes sean más claros, los seguimientos más fáciles de gestionar y la colaboración entre equipos más estructurada. Esencialmente, convierte la función de salida de un silo en algo que encaja naturalmente en el flujo de trabajo de ingresos más amplio. Reseña recopilada por y alojada en G2.com.