Does exactly what I needed
February 23, 2022
Does exactly what I needed
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce Financial Services Cloud
Salesforce helped our company be able to track all opportunities and see the bottom line number. It helped track/follow through with all opportunities. Make notes, track conversations with the lead, "win" or "lose" the opportunity. It also allowed us as a company to be able to see where all leads stand at all times. (Rather than asking your co-worker where the lead stands.)
- Organization.
- Tracking.
- User friendly.
- Integration feature.
- Organization.
- Integration.
- Tracking.
- Helped track everything in one place.
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Do you think Salesforce Financial Services Cloud delivers good value for the price?
Yes
Are you happy with Salesforce Financial Services Cloud's feature set?
Yes
Did Salesforce Financial Services Cloud live up to sales and marketing promises?
Yes
Did implementation of Salesforce Financial Services Cloud go as expected?
Yes
Would you buy Salesforce Financial Services Cloud again?
Yes