July 20, 2020
Score 8 out of 10
Read Matthew Deakyne's full review
Pros and Cons
- Data collection. Salesforce makes it easy to create repeatable workflows so that your data is consistent.
- Data reporting. Salesforce has best-in-class tools to report on the state of sales and to ensure that you are making progress on whatever metrics matter.
- Collaboration. Salesforce is built around enabling everyone to engage clients and have seamless handoffs.
- Complexity. For smaller shops, Salesforce is overkill. It takes a while to set up and usually involves consulting.
- Expensive. If you aren't able to take advantage of the features, due to lack of experience, Salesforce is not worth the cost.
- Confusion. Salesforce for non-profits comes with a 'starter pack' that is built around donations, rather than sales. It was difficult to remove this default setup to meet the needs of our non-profit.