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 …
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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…
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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%
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Video Reviews
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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
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$80.00
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Enterprise
$165.00
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- $25 per month
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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
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- Ortto
- PROS Smart CPQ
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- eTrigue DemandCenter
- Genoo
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- 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).
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Reviews and Ratings
(3223)Attribute Ratings
Reviews
(251-275 of 374)Companies can't remove reviews or game the system. Here's why
September 01, 2017
Software Review
We are currently using Salesforce as a CSM for our customer base. This tool allows me to manage my customer interaction and next steps.
- Easy to use UI
- Great customer support
- No interactive videos within the application
- Mobile app is hard to get connected.
August 23, 2017
SFDC Review
Salesforce is being used across our entire organization. We use it to track new leads and opportunities, forecasting, and closing business. We find the reporting tools very useful as well. At a company this large, having everything in a centralized location with assigned people for accounts is absolutely critical. Can't imagine not having Salesforce.
- Tracking opportunities and closing deals.
- Having new leads and contacts to generate more pipeline.
- Ability to pull reports.
- Our Salesforce is extremely messy, due to the large number of accounts. The ability to eliminate duplicate accounts easier would be helpful.
- Confusion about working out of leads/contacts.
- Reports aren't always accurate.
August 07, 2017
SFDC is here to stay
We use it as our CRM. It is designed for us to log, track, and maintain relationships with leads and other prospects in our sales pipe line. Currently, we work on the lead level but are making efforts to start leveling up to work on the opportunity level. It is being used by the entire sales org and operations team. It solves our problem of maintaining and following up on our potential clients.
- Very Flexible tool
- Many options and routes to personalize for your org
- Drill Downs
- Search
- Ease of use
August 02, 2017
CRM and Sales Support software for small medium business
It is being used across the organisation. The business challenges are mainly sales forecasting, sales planning, sales funnel, CRM and production planning.
- The details from SalesForce are amazing. The product is asking more questions than any other CRM system.
- Salesforce is linking very well between different employees of the same company.
- It is always asking for more details in order to provide a complete overview of a client.
- The copy of company employee details could be improved in order to reduce the time for data entry.
- Other cloud based systems are using a grabbing tool from company URLs in order to fill the blanks and speed up the process.
- There should constantly be a help tool when using SalesForce and while data entry happens, which recommends faster ways of data entry.
July 12, 2017
Salesforce is a good solution
We use Salesforce company-wide to help with monitoring our sales strategy, daily tasks, opportunities, and overall pipeline. I use Salesforce daily to monitor my tasks to call prospects and clients. This has been very helpful in keeping me organized. This is used by our sales teams throughout the organization to help monitor our activity and make sure that every next step has been addressed. This also helps with ensuring our pipelines are up to date.
- Fast
- Organized
- Ability to sync accounts/leads/contacts/opportunities better
- Predictive searches
- Finding mistakes in email addresses
June 27, 2017
Salesforce startup company feedback
We are small company. My sales team uses Salesforce as the best CRM. The reason why we love salesforce is that our customers also use Salesforce which helps us to understand their requirements on how to export sales leads from our eCommerce sales lead platform - www.salesOptimize.com to their CRM.
- We use the SalesForce API to send our leads directly from SalesOptimize to Safesforce.
- I like the Campaigns report to see the latest stage of our opportunity.
- I like the fact that I can change the opportunity format which works but [is] better on our sales process cycle.
- It is not great to have to pay annually when you are just a small company.
- We get too much duplication on leads when more than 2 contacts in one company sign up on our trials. I wish Salesforce could put both contacts into one opportunity directly.
- It would be great to bulk a lot of opportunities directly vs. doing one by one.
- My marketing team goes crazy as not all the contacts are in the opportunities as some are only available on Accounts.
June 27, 2017
Choosing the right CRM...why it matters to me.
Currently we are using it as a Dell partner. They provide a portal for us to load sales opportunities. Our entire sales staff uses it. I have used salesforce in the past with other companies I like because it provides a centralized console of information on my customers and prospects. It organizes it in a way that makes it easy to update new information that I can share with the rest of my team. It also gives me the ability to use this data in ways that help me fine tune my sales practice.
- For my business salesforce gives us the ability to track and manage relationships and stay in touch with our customers.
- It provides my sales team the tools they need to effectively track current and new opportunities to our customers.
- It is a complete CRM package It is flexible, mobile, and fully customizable. It is easy to use and manage.
- It is the number 1 platform in use today, its cloud based so we can access it from just about anywhere in the world.
- They don't provide an on-premise solution has to be on their cloud.
- The price that is quoted for the complete CRM package is per user, not per business. I have 7 sales people which makes the cost prohibitive for a small business.
- Updates....when they do updates it affects everyone...all customers get the updates at the same time.
April 19, 2017
Lighten your load with Salesforce
We currently use Salesforce as a central hub for all of our data. While we have to retain all the data, we don't need all of it for a marketing purpose. The data that we do use allows us to segment groups by different interests within one platform (instead of querying multiple platforms for the results).
- Privacy
- Mobility
- Versatility
- Non-Profit Pricing
- Costs for larger organizations may grow quite high
- Involved learning curve for admins (though, well worth the learning)
October 10, 2016
The Force(.com) Is Strong
My company uses Salesforce within the sales dept for standard quote to cash. We also use it for time tracking and expense tracking within the professional services side.
- Configuration flexibility is amazing with salesforce. There are so many things that can be done with "clicks - not code" regarding field creation, layout updates, automation of tasks/emails/dependant record creation, etc.
- With the addition of code, there really isn't anything that you cannot do in salesforce.
- With the ability to create custom objects, it is an appropriate system to manage any aspect of any type of business or organization.
- The user interface is pleasing to the eye and feels "up to date".
- The standard reporting functionality is user friendly for simple asks. However, when the need arises to gather data from more than three objects in one report it can be difficult (if not impossible) to deliver.
- Standard fields cannot be included in change sets. If you make adjustments to those fields in a sandbox, you must manually replicate the changes in another environment.
- They have moved away from offering full sandboxes without paying dearly for them. I understand that a full sandbox equates to double storage space but the price per license is enough that it should cover the overhead.
- Companies that are in contract with salesforce for licenses cannot reduce their license count in any way until the contract is up for renewal. This can be an issue for a smaller company that may hit a rough patch. There's no give there.
August 18, 2016
Salesforce: The Gold Standard
Score 10 out of 10
Vetted Review
Verified User
I've used Salesforce at every stop of my career and Salesforce has never failed to adapt to the needs of the organization at hand. I've seen Salesforce used in a strict sales environment as it was intended to be used, and fantastically at that. There is no better way to plan, carry out, and finish the deal that you're trying to put together. It has a very friendly user interface and it's easily configured to the type of sale your organization is looking to carry out.
From a customer service standpoint, the application holds up just as well in the sense that it allows you to take in any customer inquiry or issue and properly document the issue for the customer, make follow up plans to resolve the issue, and provide documentation for future reference.
From an post-sales/customer success standpoint, this is the perfect application to make sure that your customer is being properly onboarded, that they're meeting their success goals at each point in their first ninety days and beyond and their success will be a continued trend beyond those first ninety days.
- Salesforce does a great job adapting to your organization and what you're trying to do. It's equally viable as a customer success, customer service, and sales tool.
- Salesforce is a great tool for documenting anything you could want to or need to in your sales process.
- Salesforce is incredibly intuitive and user friendly.
- Salesforce integrates well with other tools.
- Salesforce could be a little friendlier from a look and design perspective.
- You often need dedicated personnel to administer the system.
- Data imports can be messy if you're not that familiar with the system.
July 27, 2016
Outstanding product for tracking client database.
We use Salesforce to track our members and the different events that they participate in. We also track the progress within our company and how we include them within the training programs. We track all the emails sent to our members and it allows us to send an email to a group without having to recreate the email time and time again.
- Campaign tracking. I really enjoy how I am able to include my members into a campaign and it stays in their profile. I am also able to track how many people are included in each campaign.
- Activity tracking. This option lets me track all the different activities that the member has been included in. Everything from the tracking of emails, to mass emails, to training they were invited to and/or attended, etc.
- Notes and Attachments. We are able to track all attachments that we send out to our members so that we can easily find the contracts and other important documents that we need to access from time to time.
- I have really enjoyed the automated reports that are sent on an automated system so I can keep track of the attendees or campaigns. It also is very easy to export these lists for other uses.
- The system makes it really easy to merge data over from Infusionsoft once they have become a client. They are populated into the appropriate spot within our system. It makes it simple to track and ease of use within our company.
- Email templates. I like the email templates they have, however, there seems to be a very difficult process in the system to track the names of the email templates. It is difficult to sort and organize the templates, possible, just difficult.
- Phone number tracking. There is members that like to have their cell phone vs home or work, and it would be nice if the phone number would appear, or a way to check a box that could indicate preferred number over the other.
- Email signature. Our office uses the system and we can create a signature in the email templates, however if I am sending an email from my log in, I have to type my email signature every time. It would be nice if we could import an email signature. This way, if I logged into my system, it would have my signature on the emails automatically.
February 23, 2016
SFDC - A Powerful and Highly Customizable Tool
Score 8 out of 10
Vetted Review
Verified User
Salesforce.com is being used as a sales tool to help collect the data on our leads, route leads to the sales person(s) within the region and industry vertical the lead is in, and help the sales team focus on closing deals by centralizing communication and data collection.
I have also help companies build out complex international business solutions such as one involving a front end form in multiple languages that are integrated with multiple custom objects to collect the data and charges for fixing hardware - and connect with Eloqua to keep the customer up to date on the progress of the fix.
I have also help companies build out complex international business solutions such as one involving a front end form in multiple languages that are integrated with multiple custom objects to collect the data and charges for fixing hardware - and connect with Eloqua to keep the customer up to date on the progress of the fix.
- When Salesforce.com (SFDC) is set up in its default, or near default structure, its ability to connect multiple objects together - Lead converted to Contact connected to account and related opportunity is a powerful tracking tool of where accounts are at and the expected ROI.
- The ability to be customized to fit any companies needs is a powerful resource, but can also lead to major issues if it isn't set up carefully and thoroughly documented.
- SFDC's centralization of all the basic needs for a sales team in this day and age - chatter (chat), data collection, reporting on ROI, and tracking on where accounts are at - is excellent
- The fact that every, or nearly every, single third party tool integrates with SFDC is a major bonus.
- The extensive ability to customize SFDC causes no end of difficulties and issues for companies as their employees increasingly jump between companies, especially when it's rare that the documentation, if there is any, has been kept up to date.
- The amount of technical know how for using the software makes it difficult to keep the employees that know it inside and out as every single company is head hunting for the top talent.
- Legacy issues are common as new employees enter the company and inherit a few year old system with no documentation and too many feature requests to be able to take the necessary time to figure out what is happening - which leads to bandages on bandages as the legacy structure and issues compound on each other.
February 03, 2016
Unparalleled Sales Tool
Sales forecasting/pipeline management, contact management, task management and overall collaboration tool with executive management.
- Very easy to build custom interface to meet unique demands of our sales process
- Easily integrates with 3rd party campaign management solution to drive leads
- Reporting provides insight that management had never had prior to having Salesforce.com
- Integration with MS Outlook still lacks robustness. I'm really surprised that in all the years that I've been using Salesforce.com, the general rule of thumb is DO NOT install the MS Outlook integration because it messes everything up. Why can't you have a simple "Export to Outlook" for an individual contact and visa versa? The perception is that Salesforce doesn't want the data to go outside of their own database, so they make it hard. There really shouldn't be any threat of that. BTW, you should also do this for Apple Contacts and Google Contacts
- For years I've requested that the most recently used reports show up in the "Recent Items" list, but for some reason, they still don't show up. How hard is that?
- Allow Administrator to define colors for each individual rep in order to have consistent dashboard reports. Today you can do that for picklists, and I can see where the sheer number of reps could make that unfeasible, but for small to medium sized companies, it would be a very nice feature.
December 23, 2015
Salesforce Customer/Evangelist
We utilize Salesforce across our global organization within our commercial (Sales, Marketing, and Customer Service), Supply Chain, Product Management, Agronomy and Credit teams. It is highly customized to match the specific sales process and forecasting needs of each commercial area. We utilize it to track customer issues as well as marketing events, offers and experiences. It is integrated with our backend ERP system and our front end product websites. It is an integral part to our commercial go to market strategy with our customers.
- Excellent scalability (ability to customize and use standard features)
- Outstanding support both through the company and through the large user community
- Innovation- they never stop expanding functionality
- They have some overlapping products that could allow for them to sunset older versions and relieve confusion
- They sometimes follow the B2C marketing side to willingly and B2B and other types of companies may not need the new features
- They are not inexpensive, but the breath of features should be taken advantage of for full ROI
December 10, 2015
Salesforce.com
Salesforce.com is used as a CRM and marketing enablement tool. We use it to manage leads, accounts and create opportunities. Our accounting team uses it to manage our quoting and billing system. It is completely integral to everything that happens in the company. It is a very easy to use interface with a slick intuitive layout. Most people who have used a CRM tool are able to pick up the processes pretty quickly.
- It is VERY easy to manage clients and where you are in the sales cycle.
- It is easy for reporting to your managers or for your management team to get a quick pulse of your business.
- It also helps to maintain a good marketing leads database.
- Sometimes it is a bit clunky.
- Chatter gets really in the way by the default layout.
- It also tries to be a social media "thing" for your company, not sure why.
November 12, 2015
2 Hats Salesforce User
Score 10 out of 10
Vetted Review
Verified User
SFDC is used company wide as we work with it and provide consultancy to other companies to implement and use it. We use it for monitoring our leads, recording the encounters with them throughout the conversion process from lead to customer. For other companies, our customers, we help them tailoring the SFDC platform to their own needs and adding custom objects that they can integrate into the SFDC standard objects and fields, even if they are not on the traditional selling process, SFDC can be used to manage non-for-profit organizations too.
The breakthrough use of mobile technology makes apps available all the time everywhere.
The breakthrough use of mobile technology makes apps available all the time everywhere.
- Tasks and events logging including emails, phone calls and integrating with corporate email systems and Outlook connector is fantastic and gives sales team more time instead of double entry.
- The new files storage management capabilities makes it easier to maintain collaboration on the same document even on the go, and maintain corporate security
- Chatter capabilities as an intranet medium facilitates communication with all company staff, specially with the Chatter free licencing (up to 5000) everyone can generate leads and document findings and pass it to the sales team
- Flexible reporting and the ease of creating new everyday reports and dashboards by users themselves and leave the heavy lifting to IT or service providers.
- The mobile App might need more improvements regarding response and processing with limited, cluttered mobile devices with limited bandwidth and HW resources.
- The platform is very easy which might encourage messing up with the existing processes, specially on the loose security entities like small business.
- Dashboards is great but it might need more improvements to avail more business intelligent components
November 11, 2015
Salesforce.com = TheBomb.com
In my previous workplace we used Salesforce.com wall-to-wall. Marketing used it to push leads to sales, Sales used the system to manage their pipeline and forecast revenue for the company. Once the prospect became a customer, our service organization used it to manage customer support questions, foster growth with our customer community and maintain customer satisfaction through surveys. This gave us a 360 degree view of our customer. Our motto as a company was "if its not in Salesforce -- it didn't happen."
- Customization to match your companies terminolgoy and culture.
- Visability into the key performance indicators to manage your company.
- Accountability for each team to set goals and see their real-time results toward these goals.
- Permissions for users in the Professional Edition.
- Calendar function consistent integration with Outlook.
- The cost to attend Dreamforce.
October 13, 2015
Salesforce.com: Much more than a CRM for your company!
We're using Salesforce.com as a CRM solution and also we've developed some applications over the Force.com platform. We've implemented Salesforce as a global solution for our main division and it currently serves our 4 main regions (North America, South America, Europe and Asia Pacific). We have also implemented different orgs for smaller divisions.
Mainly we're using Salesforce.com as a CRM tool to track opportunities and provide a 360 view of the customer to our Sales Reps. We are also running some processes natively on the Force.com platform like sample requests and marketing share info. We have integrations with legacy systems, so we can concentrate customer information into a single platform.
Mainly we're using Salesforce.com as a CRM tool to track opportunities and provide a 360 view of the customer to our Sales Reps. We are also running some processes natively on the Force.com platform like sample requests and marketing share info. We have integrations with legacy systems, so we can concentrate customer information into a single platform.
- Opportunity tracking: It makes the process very easy by leveraging all the standard features of Salesforce.com
- Collaboration with tools like Chatter and Content: Chatter really changed the way our users communicate and it's a new paradigm that is capable of replacing, reducing email usage.
- Easy to customize and implement any custom process: The Force.com platform makes very easy to create tables and entry forms to support any custom process not standard in Salesforce.com
- Analytics: The engine is very powerful and enables the users to create their own reports and dashboards.
- Price management: The standard module is quite simple and does not allow to track rebates.
- Salesforce1: The mobile UI is getting better with each release, but it's not there yet in the sense there are things that you cannot do on it.
- Lightning components: When developing for the browser and using Visualforce, Salesforce.com automatically manage the look and feel of the screens. This is not yet the case when developing mobile applications under the Lightning platform. The styles and style sheets must manually specified for each element.
October 12, 2015
Go Salesforce
We use Salesforce.com to support various business groups within the company. It starts from sales users using Sales Cloud (Opportunity/Quotes/Products/Assets) to Service Cloud (Consumer Call Center). Other than Marketing Cloud, we use all modules of Salesforce - Standard/Custom Objects, VF Pages, Controllers, Components, Live Agent, Flows, Process Builder (just started), Workflows, Triggers, Chatters, Macros, Price Books, etc. The list is endless. In addition, we have interfaces between various other CRM systems across the company - Oracle EBS, PeopleSoft, SharePoint, HighJump, etc. Plus, an interface between our hardware devices and Salesforce for automatic firmware download and product registration. And much more. An essay of 200 words is not enough. We support 2500+ users and this number is increasing exponentially. Love Salesforce.
- Open API - Connect with anything. Build anything.
- Full customization PLUS click and configure (you can build a full blown application without coding).
- Strong foundation/architecture of standard objects.
- Customer Service.
- Increase Governor Limits.
- Default User Interface.
October 09, 2015
Salesforce - BOOM!
We at Clean Energy Collective use Salesforce in multiple departments; however, it is used daily within our Residential and Commercial Sales Department as well as the Marketing Department. It allows us to collaborate among the departments using Chatter and real time data. The reporting and dashboard functionality is a powerful tool that allows us real-time insight on our sales and marketing leads.
I recommend Salesforce to anyone, whether it's a small start up business to huge corporations. I wouldn't use any other CRM!!
I recommend Salesforce to anyone, whether it's a small start up business to huge corporations. I wouldn't use any other CRM!!
- Reports and Dashboards - Real-time data at your fingertips
- Chatter- eliminate emails and missed communications. Chatter allows all users to collaborate on one single record whether it be a lead, account, contact, opportunity, etc.
- Flexibility - Building on the force.com platform is very powerful with endless setup and configuration possibilites
- Activity Object - Needs to be more open to setup and config. This object is very limited in what you can do in the back end
- Forecasting - Not all companies use currency to measure Forecasting. Our company uses kilometers, megawatt, watts for forecasting. This would help tremendously in our company
October 09, 2015
Why SFDC is the best
I work for a consulting company that implements and manages Salesforce orgs. We provide a managed services model that allows clients to get Salesforce expertise from the initial deployment through org maturation and beyond. This model allows for the clients to not have full-time employees on staff, yet still get world class talent working at every step on their Salesforce org.
- CRM management - nobody else is even close to doing what Salesforce.com does in this area.
- Modules for every type of client and every type of need. The product is highly versatile and yet easy to manage on the consumer end of things.
- The platform can be taken in any direction. Force.com was built for developers by developers. Powerful, yet simple in many ways.
- More dev features are needed to attract long-time developers. Platform is powerful, but still has room for improvement.
- Feature requests in the success community need to be delivered faster. Many linger for years without justification.
- Integrations are still not easy. Many non-Salesforce developers hate the platform for this reason.
October 09, 2015
Salesforce Review
The entire organization uses Salesforce.com as our CRM tool and primary case management software.
- Salesforce.com is a great tool for managing customers and deal information.
- The reporting tool could stand to be a little more robust.
October 06, 2015
Salesforce.com is awesome!
I am currently utilizing Salesforce.com for sales management, customer service case management, and reporting. I have utilized Force.com when I worked for a large healthcare company. It was a $2M upgrade project from .net technology. We converted over 100 customers on different revisions of a legacy .net platform into a single org Force.com platform. The project was the first IT supported Salesforce.com implementation in the company.
- Easy to use administrator user interface.
- Intuitive navigation.
- Excellent product for communication across departments.
- Ease of customization to meet various business types.
- It would be nice to merge opportunities.
- Parent Child relationship could be more robust.
October 05, 2015
Whether you're a small business or an enterprise decision-maker, Salesforce.com offers infinite possibilities
Salesforce.com powers our entire operation. By providing a channel for our lead generation efforts, a platform for our pipeline management, and a forum for the execution of the services to our customers, Salesforce.com is managing our processes.
We use Salesforce.com to stay in touch with our customers and manage our entire operation. We run our business using its reporting, without which we would need a labor intensive process to forecast our business.
We use Salesforce.com to stay in touch with our customers and manage our entire operation. We run our business using its reporting, without which we would need a labor intensive process to forecast our business.
- Salesforce.com is easily customizable and offers the flexibility needed to manage all companies whether small or large.
- Salesforce.com is always releasing cutting edge technology which affords small businesses with access to the same technological benefits as small companies.
- Salesforce.com has become so widely used that it helps when hiring folks because in many cases they've had some exposure to the technology.
- I'd like to see more flexibility with reporting (at not such a high cost). There are many dashboard products on the market which are free and offer better dashboard capapbilities then Salesforce does.
- The focus on small businesses is still lacking. Understanding it's hard to scale, I'd like to see more vertical concentration in the small business area.
- Along with more focus on small businesses, I think it would be really beneficial to Salesforce to have better focus on customer success as it related to small businesses.
October 05, 2015
Salesforce.com - The Best You Can Get
Salesforce.com is being used as an enterprise wide customer relationship management system. It was implemented primarily in order to comply with Sarbanes-Oxley for tracking bids, tenders and approvals. Secondly, sales could leverage each others relationships and activities across territories and boundaries by having visibility into their sales activities. As adoption increased, management could make better business decisions on customer buying habits based on the data that was input into the system.
- As a previous Salesforce.com administrator, one of the best strengths for me is the ease of creation in Reports and Dashboards. Having used many other CRMs, no other compares to Salesforce.com as to how easy it is to create reports. Additionally, once you create a report or dashboard in Salesforce.com, the records are linked and a user can drill down to the specific record. That feature does not exist in any other CRM that I have used.
- Flexibility to the user is another great strength of Salesforce.com. The user can customize their own views, reports and dashboards without having to request configuration.
- The mobility of Salesforce.com allows the users the ability to perform the same functions they could perform from a keyboard and monitor but the user can perform these functions on the go.
- Integration: Salesforce.com easily integrates with any and all applications.
- I don't particularly like when adding an opportunity in Salesforce.com that you always have to save and add products which brings you into another screen. Users often complain about this extra step.