Best "All Around" CRM
- It's on line or "Cloud Based". This is huge. I was on vacation a few years ago, and there was an issue that came up at a Nonprofit I was supporting. They are located in Southern California and I was in Florida. I was able to grab my lap top, log into SFDC and correct the issue within 5 minutes, (and I was in the airport at the time to boot).
- The very easy to use "Drag & Drop" and "Point & Click" feature of SFDC. I am able to customize so many things, like creating Approval Processes and Validation Rules, all without knowing how to write Code.
- The support community that SFDC has. SFDC has Technical Support, but they don't really help if I am looking to "customize" something. The "Answers" community has helped me solve complex issues and in some case, I have actually had Developers send (or post) Code, that preforms a certain task or process. I must have been able to save my companies thousands of dollars because i was able to get the answers for free.
Cons
- The "Soft Warning" feature I mentioned earlier. It has been in the "Ideas" community for several years but has not been implemented.
- A DeDupping" product. SFDC has the Data Loader, but they do not have a tool for locating and either merging or deleting Duplicates in the database. We are forced to purchase outside products to do this.
- I hate the fact that I can't delete old users from the system. If someone quits, I can make them "inactive" but I can't delete the user from SFDC.