Robust CRM platform for fast scaling large to enterprise organisations
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past …
Starting at $25 per month
View PricingOverview
What is Salesforce Sales Cloud?
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that…
Recent Reviews
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (242)8.686%
- Opportunity management (236)8.585%
- Customizable reports (234)8.282%
- Workflow management (233)7.979%
Reviewer Pros & Cons
Video Reviews
4 videos
User Review: Salesforce Makes Organizing & Managing a Growing Company's Pipeline Effortless
04:17
User Review: SalesForce Proves To Be a Critical Tool In Managing Customer Outreach
05:26
User Review: SalesForce Stretches It's Capabilities For Individual Business Needs
05:40
Pricing
Starter
$25.00
Cloud
Per User/Per Month
Professional
$80.00
Cloud
Per User/Per Month
Enterprise
$165.00
Cloud
Per User/Per Month
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://www.salesforce.com/products/sal…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Salesforce Sales Cloud?
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently.
Salesforce Sales Cloud is used for, and supports:
Salesforce Sales Cloud is used for, and supports:
- Buyer Engagement
- Sales Engagement
- Enablement
- Sales AI
- Sales Analytics
- Team Productivity
- Sales Performance Management
- Revenue Optimization
- Partner Relationship Management
Salesforce Sales Cloud Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
Salesforce Sales Cloud Screenshots
Salesforce Sales Cloud Video
Salesforce Sales Cloud Integrations
- Act-On Software
- Agiloft Flexible Service Desk Suite
- Ambassador Referral Marketing Platform
- Artesian
- Ortto
- PROS Smart CPQ
- Demandbase One
- eTrigue DemandCenter
- Genoo
- HubSpot Marketing Hub
- Mediafly Intelligence360
- LeadLife
- Kantata PS Cloud
- Adobe Campaign
- Net-Results
- Oktopost
- Salesforce Marketing Cloud
- Aprimo
- unbounce
- Woopra
- Yesware
- Zuora
- ActiveDEMAND
- Lead Liaison
- Planyo Online Booking System
- HG Focus
- Makesbridge
- Mautic (open source)
- Zoho Creator
- Celoxis
- BiznusSoft HR
- FieldService360
- Astera ReportMiner
- Astera Centerprise
- LeadBase
- ServiceTrade
- SAP CPQ
- Blacklight
- Right On Interactive
- SnapEngage
- Boingnet
- Sage Intacct
- Projector PSA
- Wrike
- MindTouch
- Fathom
- Sharpen Contact Center Platform
- ClientPoint
- AWeber
- QuoteWerks
- Mycroft Assistant
- Square 9 Softworks
- Help.com
- Brevo
- Quickbase
- Lead Only
- Oracle Marketing
- Acquia Digital Experience Platform
- 123FormBuilder
- OneSpan Sign
- Aventri
- Interactions Digital Roots
Salesforce Sales Cloud Competitors
Salesforce Sales Cloud Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | All |
Frequently Asked Questions
Salesforce Sales Cloud starts at $25.
Reviewers rate Single sign-on capability highest, with a score of 8.8.
The most common users of Salesforce Sales Cloud are from Mid-sized Companies (51-1,000 employees).
Comparisons
Compare with
Reviews and Ratings
(3225)Attribute Ratings
Reviews
(101-125 of 374)Companies can't remove reviews or game the system. Here's why
July 22, 2021
Salesforce.com increases productivity
Our entire business uses Salesforce.com to run customer-centric processes, sales, marketing, quoting, customer service, and field service. Because of this, it is actually very advantageous because everyone is using the same data and we can build entire business and customer processes around it. All of our associates have wide and deep visibility, and this is especially useful for customer-facing field teams (sales, service).
- Declarative business automation
- Accessibility on multiple platforms
- Ability to design just about any sort of business process/automation you can imagine
- Mobile apps and compatibility with their lightning components is sometimes lacking
- Field service mobile app, while modern, could evolve faster with better offline capabilities
- Performance and speed even on modern browsers and computers is sometimes not great
July 20, 2021
Streamlined all our business in one place!
We use Salesforce across our entire organization. Sales, marketing, accounting, claims management, client facing portal, etc. It helps us with organizing leads through the sales funnel, marketing to them, client communications, handling the entire claims management, billing, and recovery process, reporting, forecasting, budgeting, tracking payments, sales commissions, accounting, internal communications with staff.
- Lead management
- Account management
- Reporting
- Campaigns
- Marketing
- Reporting
- Search and duplicates
July 19, 2021
Best sales tool
Score 9 out of 10
Vetted Review
Verified User
It is one of the best platforms to perform sales lead generation and to follow them till they get capitalised.
It is used by [our] sales department people. It keeps track of every single opportunity and allows [the] sales team to follow up [with] them.
- Tracking of sales lead
- Increase lead generation
- Help us in closing the deal
- Follow up reminders should be incorporated
- Categorisation of prospects
- Quotation should be made through app only
Everyone at the company uses Salesforce. I find it close to impossible to be effective without a CRM system like Salesforce. Whether it's SDR team or sales or account management the entire company uses Salesforce for every task done. It allows us to track every communication possible so there is a record that will never go away. We ensure everything goes in Salesforce and have the mentality here that if it's not in Salesforce, it didn't happen. It almost becomes an extension of you as there really isn't a work task you can do without logging it somehow in Salesforce.
- They allow every Contact you interact with a profile page with unlimited information. This allows you to store their history which helps in future interactions.
- It also allows you to track every company you work with. Every detail can be saved which helps you the salesperson or SDR to better work that Opp through the sales funnels from lead to close won deal.
- Reporting - this is by far my favorite feature salesforce has. As it allows you to track every bit of data it also allows you to report on that date. This can help you group information better which allows you to sell better or figure out the next steps.
- Salesforce is like Google in that it's perfect as is. I really can't think of a feature Salesforce needs to improve on. I've used Quote generation in salesforce before and that can be a hassle but honestly, that isn't a salesforce issue. That is how the company implements that instance of salesforce. Any issue salesforce might seem to have is really the companies fault for not setting it up better.
July 07, 2021
Using Salesforce made my day!
We're using Salesforce all across the organization so we're able to keep track of all leads, opportunities, converted and non converted customers.
It gives us a clear view of all the steps of the sales funnel and a 360º view of the customer journey, providing our business valuable feedback so we can correctly direct our sales and service efforts.
It gives us a clear view of all the steps of the sales funnel and a 360º view of the customer journey, providing our business valuable feedback so we can correctly direct our sales and service efforts.
- Keep track of a lead lifetime event
- Great analytics
- User friendly interface
- Interface gets a little slow sometimes when working on multiple tabs
- Too much functions that are not customizable
- Expensive
June 30, 2021
Data Integrator thoughts on Salesforce.com
[Salesforce.com] is being used across a large part of the organization to track customers, prospects, partners, sales and much more. Having a single platform for users to easily access on their mobile device or web is beneficial for IT tracking and managing data. From expense reports to managing visibility of parent/child companies, Salesforce can be configured to do it all.
- Easy on the eyes. Present data effectively on the screen.
- Manage many different objects.
- Easy access for all users from mobile to web.
- By default there is usually a lot of scrolling by the end users.
- Permissions are confusing if get too detailed.
- API limitations can be frustrating to data integrators.
- Have seen slower load times than some other competitors.
Salesforce.com is used at our organization to manage growth opportunities globally by our sales and account teams. It helps provide visibility in areas where we are growing, pursuing opportunities, where we are in that process and can reveal the health of our pipeline (for example, help expose areas that may need more pipeline).
- Effective CRM tool when configured to meet the needs of your business.
- Native reports provide tools to the user.
- Simplicity
- Free educational tools available via the Salesforce website.
- Thoughtful design and configuration is needed to gain value from the tool.
- Can be seen as an administrative task rather than a value add by some sales or account groups.
June 22, 2021
The #1 CRM tool you need
We use Salesforce to manage our customer database and store information for all departments to use such as marketing, sales engineers, and customer support. It solves the problem of having all information stored in one easy-to-use place for everyone versus pieces of information stored in different places within our ERP and each department having to fish for it which can be time-consuming. Overall having customer profiles with all the information in one place allows us to serve our customers better and faster.
- Salesforce is so user-friendly. The design is so intuitive, very little training is needed before you're off running and getting value out of it. It feels like a digital Rolodex with all the information you need to be successful.
- The comprehensive reporting functions make it easy to manage teams and see where improvement can be implemented. Easily see how each representative is doing generating leads, following up, and meeting goals compared to the past.
- Customization allows you to see what's important to you, not what Salesforce thinks is important. Easily manage goals, track progress, and manage business units to understand how your organization is performing.
- With greater flexibility to customize, Salesforce can become overwhelming. Taking the time to set it up to truly meet your specific needs can get frustrating, but once it's done you'll be glad you spent the time.
June 14, 2021
Still the King of the Hill
Salesforce is used by our revenue teams to manage customer and prospect information. It is used from the beginning of the sales funnel to manage leads all the way through to customer success and managing existing customers.
It solves the problem of keeping all the prospect/customer data in a single location. For Sales, it allows them to manage their funnel and work deals through the entire sales cycle. Not only do we use it as a CRM but it's our central location for data and reporting. We do some reporting directly in Salesforce reports, but we have also built Tableau dashboards in Salesforce for the Sales team to quickly view their KPI and view their funnel.
It solves the problem of keeping all the prospect/customer data in a single location. For Sales, it allows them to manage their funnel and work deals through the entire sales cycle. Not only do we use it as a CRM but it's our central location for data and reporting. We do some reporting directly in Salesforce reports, but we have also built Tableau dashboards in Salesforce for the Sales team to quickly view their KPI and view their funnel.
- Salesforce can basically do anything you need it to do. If you know how to use it and possibly have a Salesforce admin, you can customize it to meet your business's specific needs without trying to build a homegrown CRM from scratch.
- When it comes to data, Salesforce is exception[al]. The Salesforce reports are decent, but basically any BI tool should connect to it and you can pull vast amounts of data using SOQL.
- It does take some work to get stood up. This isn't a plug and play CRM.
- Sometimes search can be difficult. It's alright for the most part, but they could definitely enhance it.
May 27, 2021
Welcome to my Nightmare!
We use Salesforce as our main CRM. Almost all aspects of our business are dependent on Salesforce and use it every day. Our Service team uses the Field Service component to Salesforce, mainly because of the main SF app does not cache data in any capacity, rendering it useless without a cellular connection, which is a reality in suburban areas of the country. Our Sales team is forced to use the SF Mobile App for their end of the business as there is no 'sales' version of the Field Service app to allow caching of future appointments. The main plus for SF is forcing all ends of the business to work on the same platform, making everything uniform for business practices. If all information, processes, and data go through the same funnel, everything is easily located, tracked, and communicated.
- Automation: The ability to streamline complex processes is a nice benefit of the platform. It can become an amazing time-saver.
- User Management and Creation, one initial profile and role setups are complete, is really simple and very quick.
- Reporting, once your customization is complete, is very easy to build and export for whatever data visualizations you may need.
- Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
- The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
- They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
- If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. Salesforce does no such thing. I could start a company to implement Salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
- Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
- SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
May 24, 2021
Increase sales effectively
Score 8 out of 10
Vetted Review
Verified User
[Salesforce.com] is my everyday need for getting in
touch more closely with my customers and to make the sales and purchase very
effective and convenient as well. Through [Salesforce.com] I am capable of managing
my database and asset related to my entire customer-to-business services. Salesforce sales cloud has enabled me to track back any of the client’s history
so that I can better tackle the queries in near future and provide me a limitless
tracing of the previous data and this feature helps me to have a grip on my
customer relation.
- It is user-friendly software which is providing me a crystal clear idea about my sales processes in the form of graphs and helps to revise my business strategies.
- We have designed a CPQ system that helps us to generate the quotations in a very short time and helps in maintaining the receipts so that the billing system becomes more transparent and fast.
- Now the receiving of the payments has become more transparent and easy.
- Salesforce is very easy to use and implement.
- Sales Cloud is heavy software which needs much time for launching.
- Also many times I find difficulty in searching for the right tool because there are so many features available so they need to place in well-organized categories
- It is expensive software and only large companies could purchase it conveniently.
We are using Salesforce for CRM and it is used by many departments across the organization (sales, account managers, support, success). It helps streamline entering account information and keeping track of account records for all our customers. It has helped make everything much more streamlined and more efficient. Salesforce is the best.
- Easily allowing us to enter client information.
- Easily allows up to access client records.
- It integrates with other software.
- Ease of use.
- The reporting could be a bit easier to navigate.
- The dashboards could be a bit simpler.
- Report customization could be easier.
May 20, 2021
Great Solution if Cost is Justified
It is used by the whole organization. One dept. uses to track financial tasks. It is used organization-wide for CRM. Another dept. uses it for tracking checking in and out documents from secure location.
- Configurable to meet a variety of needs of an organization (inventory tracking, managing tasks, tracking services provided to customers, tracking contacts made with customers)
- Available on a wide variety of platforms (mobile app, Internet browser, etc)
- Hosted in cloud
- Cost (have to weigh return on investment to verify use justifies the cost)
- Helpful to have someone knowledgeable with Salesforce in IT to customize Salesforce to meet the needs of the organization
- Smaller organizations may need to hire outside firm to create the solution that meets what they desire from Salesforce as some more complex solutions may require Apex programming
May 19, 2021
Salesforce is the way to go!
Sales Cloud is a critical business system used by our company to bring in data and serve it up to our inside sales team. Our outside sales team also uses Salesforce.com to track their Accounts, Contacts, and opportunities. Because there is so much rich data in the system, a lot of our departments are in Salesforce so that they can gain visibility into business insights and use the data to their advantages. Auxiliary departments that are in Salesforce include Marketing, Account Management, Implementation, Support, and Operations.
- Automation - Sales Cloud provides an extremely powerful tool that allows you to automate business processes, saving time and creating efficiencies
- Reporting - Sales Cloud does an excellent job of providing a user-friendly UI where you can drag and drop tables to create stunning visual dashboards and reports to see a high-level business overview or drill down into the details
- Data Validation - Sales Cloud provides several tools that help keep your data clean and consistent whether it's with validation rules, automations, or alerts
- Security - Sales Cloud provides an incredible level of security to the data and records stored, providing even security level down to the field or record itself
- Reporting - Although reporting is a positive for Sales Cloud, it also can be negative due to its limited capabilities. For instance, you can't join objects that are not related, something that can be easily done in SQL or outside database. This is one con to focusing on UI rather than functionality
- Big Data Manipulations - For big companies that have millions of records constantly being uploaded/deleted/updated in Sales Cloud, you can run into data optimization challenges and other technical limits
- APIs - On a more technical note, Sales Cloud is extremely specific when interacting with its API's and this can be often cumbersome and not intuitive
- $$ - Sales Cloud is on the more pricey side and it's hard to break away once you get into it, but it can definitely pay off in the long run
May 18, 2021
Most robust tool but not the easiest to use.
Salesforce is being used across the whole organization to manage prospect and current client data. It allows us to manage data between different offices (and now between different homes with work from home now). Because we are a software company, it helps us to manage a lot of data that only exists digitally. Also, it offers the ability to communicate between departments on things like Sales and Customer Onboarding.
- Cloud collaboration
- Record keeping
- Reporting
- Metric Tracking
- User friendliness
- Automated record updates
- More seamless transitions between records
May 17, 2021
Salesforce will make everything easier!
Salesforce is only being used in our sales department. There are eight people in the sales department. In our other departments, they use another CRM but they have been talking about moving over to Salesforce. The problem that it addresses is that it manages all our clients and prospect in the software. It keeps us organized.
- Keeps clients and leads organized.
- Easy to schedule appointments with Salesforce.
- Integrates other software.
- Can be a little smoother.
- Lightning is not organized well.
- Classic is slower than lighting but more user friendly.
May 15, 2021
Salesforce really is the #1 CRM
Our Sales team uses Sales Cloud to manage all of their activities, from prospecting to opportunity and account management, including contract renewals. Automated notifications alert the downstream teams (Professional Services, Customer Support, Accounting and Marketing) of new deals as well as requests for pre-sales assistance. Our Community and Learning team uses the contact and account information to manage campaigns (such as annual CSAT surveys) and track product training. Reporting provides revenue forecasting and other business insights. We've integrated Salesforce with our Customer Success Management and Customer Support systems so that Account Managers can see in one place any risks and support effort associated with their accounts. We are currently integrating our Accounting system so that invoice status is also provided on the account record.
- Easy access to a wide variety of interconnected data. It's easy to add custom fields, create custom objects, and report on data using advanced filters. Although designed for the Sales process, it's extremely flexible and can be used to manage almost any kind of data.
- Easy to connect to other systems so that data can flow between them. There are a huge number of connector apps available (many of them free), and well-documented APIs are available for those who want to write their own code.
- Training, documentation, and community. Salesforce's Trailhead learning journey is very well designed, and there is extensive documentation, user forums, and independent groups that provide support on all aspects of the platform.
- The Lightning interface has come a long way since it was first introduced, but it still has room for improvement. Compared to the "Classic" UI, pages take longer to load, less information is visible on a single page, etc. It's not designed for power users.
- Custom workflows are easy to build and run efficiently, but workflows built with Process Builder are more difficult to develop and often hit CPU limitations. I have not worked with Flows yet so I can't comment on whether they're better than Process Builder.
May 13, 2021
Salesforce.com--effective tool!
We use Salesforce.com as our CRM. We have all of our customer information in Salesforce.com. We use it for health checks, quotes, tracking risks of customers, basically everything we do for a customer is tracked in Salesforce.com.
- Tracking health of customer--We use Salesforce.com for our health checks and this makes it easy and efficient, since we can create our own fields and report on them
- Providing quotes to customers via CPQ--Our sales team uses Salesforce.com to provide quotes to our clients or prospects
- Tracking the products our customers use--Salesforce.com is super helpful in providing info regarding the products our customers are utilizing
- I'd like to see Salesforce.com improve their speed in rendering pages. Sometimes the page I am looking for either doesn't render or takes a bit of time to show up
- Oftentimes I try to open another tab by right clicking and it doesn't work
May 12, 2021
Salesforce CRM Review
Salesforce CRM is being used by the majority of the departments and especially by Marketing and Sales folks. It is used for prospecting, lead scoring, buyer journey, lead management and more.
- Tracking prospects
- Tracking Marleting Campaigns
- Lead nurturing
- Very complex
- Requires training
- Data migration
May 10, 2021
Make a custom journey for every prospect!
We are using Salesforce to help with client lead management. We also use it for our referral partner management. Salesforce is a fairly intuitive program to use and our company provides great raining for it along with training inside Salesforce. Allowing us to have "Nurturing" campaigns that are mostly hands off is a great asset to our business as it keeps the brand in the forefront of the customer or prospect's mind.
- Automated
- Intelligent
- Feature rich
- High road to entry
- Very detailed and complex
- Not easily navigable fro new users
May 06, 2021
Salesforce.com will enable you with the all the power for success within all business units
We are using Salesforce.com across the whole globe for our CRM and marketing integration with Marketo. Salesforce.com is the top CRM tool in the market. Within Snow Software, we use it mainly for sales, marketing orchestration, support cases, and customer success. We have found that the automation rules and workflow rules from Salesforce.com are top of the line in generating business continuity.
- Reporting
- Visual force
- Quoting CPQ
- Automation/workflow rules
- Third-party integrations
- User interface is not friendly in classic
- Lighting is so different from classic that it is hard to transition to the new UI
May 03, 2021
Salesforce.com is an impressive tool
We use Salesforce.com through out our sales, implementation, support, and renewal phases. It gives us a central repository for tracking leads, companies, contacts, cases, renewal opportunities, and many other activities. Salesforce allows different functions to see the customer in different ways but still have a full view of the complete lifecycle, what is working, what is not.
- Flexible
- Robust
- Customizable
- Can be difficult to maintain
- Too much data?
- Some settings are buried
The entire organization uses Salesforce as a task manager and order database, keeping track of everything with an automated dual identification system. We can track and manage multiple job request through multiple departments simultaneously while focusing on the task at hand. The messaging system within Salesforce is a great way to record and communicate.
- Implementing rules that cannot be broken
- Transparency in tasks and assignments
- Ease of communication with your team through SF
- Lack of spell check continues to be an issue
- Implementation of a style guide would be helpful
- Learning curve is steep with older demographics
[Salesforce.com] is the automated CRM platform that helps the marketing team follow leads until they are ready for conversion, track all customer information and interactions, and provide a central location to store the customer data. The dashboard displays real-time sales data and custom reports from a mobile device or web browser.
- Tracking deals and amplifying winning performances of sales representatives to promote healthy competition.
- Managing of customer experiences while on the go using the native mobile apps for iOS and Android.
- Creation of a systematic pipeline through automation of the whole marketing process to generate quality leads.
- For us to get the most out of Salesforce we had to pay for add-ons.
- The setup and configuration of the Salesforce system is complex and time-consuming.
- There is something new to learn everyday.
April 30, 2021
Salesforce for a Service Department, how does it work??
We use Salesforce to create "Cases" in the service module. Once we have created a case, we can add information from the customer, the problem they are having[,] and our planned solution for that problem.
We also use that case to keep track of what has been done to solve the problem, what parts will be sent, what [paperwork]/parts have been received back from our service techs in the field.
We also use that case to keep track of what has been done to solve the problem, what parts will be sent, what [paperwork]/parts have been received back from our service techs in the field.
- Searching for a customer by zip code is great!
- Keeping all the info for one system in one place is good.
- When you close SF and open it the next day it tends to open old cases (tabs). You'll end up with tab overload if you don't put time into closing old ones.
- If you start a case and don't have all the required fields completed, you'll lose it all if you try saving it too soon.