Overall Satisfaction with Salesforce.com
[Salesforce.com] is used as the CRM to track leads and close deals. Account executives use it to qualify leads, input customer data, move them through the sales pipeline and to close opportunities. It is also used to see at a glance how an account exec is performing at particular accounts, regions, comparisons to other reps, etc. Management frequently utilizes the reporting and analytics that it offers.
- Reporting. The reporting functions are valuable to see how particular accounts have done over time, to see how reps are tracking to goal, and to see how reps compare to other reps in the organization.
- Analytics. There are a variety of tools that management can use to determine how individual reps are performing and how the entire sales organization is tracking to goal, and how that compares to previous years.
- Customization. Field can be customized to help an organization create a CRM that is tailored to their particular industry and company.
- Error messages. When there is an error message it is no help at all to the typical user. It is a string of letters and numbers, often a paragraph, and there is no way to decipher this without going to the SalesForce experts on staff. This can be extremely frustrating as you made adjustments but still get the same error message.
- Too many clicks. When closing out an opportunity there are often several different fields and a few different locations where you have to fill out fields and information, making it easy to miss steps along the way.
- Lack of instruction or help items. Since there are so many places to make a misstep, it would be very useful to have some kind of help message pop up, indicating what else needs to be done.
- It's had a positive return for the company in that they can dive into individual rep accounts to improve the quality of conversations about opportunities
- The reporting and analytics it provide have been positive and allow the company to better forecast, improving the ability to properly budget and plan
- Salesforce requires a certain level of expertise on staff, so in addition to the cost of Salesforce there are payroll and training expenses required
I wasn't involved in the decision to choose [Salesforce.com] but I know that in at least one of the organizations I worked in that chose it, the analytics and reporting functionality it provides a large sales organization are second to none. It also allows for a wide variety of customizing fields, making it a fit for any large sales organization. However, all four of the other CRM's I have used (Pipedrive, Insightly, Zoho Assist, and SharpSpring) with previous, smaller sales organizations are all far more easier to use, more forgiving in terms of the ease of use and instruction provided, and don't require the additional expertise on staff for users to be able to navigate the CRM, enter opportunities, close opportunities and run reports.
Do you think Salesforce Sales Cloud delivers good value for the price?
Not sure
Are you happy with Salesforce Sales Cloud's feature set?
Yes
Did Salesforce Sales Cloud live up to sales and marketing promises?
Yes
Did implementation of Salesforce Sales Cloud go as expected?
Yes
Would you buy Salesforce Sales Cloud again?
No