Salesforce.com is not so user friendly
Updated October 22, 2021
Salesforce.com is not so user friendly
Score 3 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- SalesCloud
- Chatter
Overall Satisfaction with Salesforce.com
It's being used to track customers, appointments, customer data, so the bankers enter the notes about opportunities, track the status of follow up. managers are using CRV tool to track leads outreach and make sure we are doing our daily and weekly calls or outreach. we can see our upcoming appointments on it. If we happen to see other banker's notes we could use @ sign to forward that lead to another banker.
- Reporting is good.
- It shows charts and opportunities stages of discover.
- Has the ability to handle sales opportunities for large company.
- It is customizable.
- It is hard to talk to someone who has Salesforce.com experience.
- It is not user friendly.
- If you make a mistake dispositioning the lead it doesn't tell you how to fix it and just says error.
- Reporting was a good way for management to track and forecast leads and trends.
- To see what's working what's not working.
- Reporting helps with budgeting.
SalesNexus is good for smaller company, allows to connect with customers with text messages and emails, it's a lot less cumbersome and easier to use, if you make mistake, it will tell you where is the mistake and how to fix it. Easy to contact customer service. Less complex interface. And text message outreach is great, it allows to create templates and open rates are better.
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?
I wasn't involved with the selection/purchase process
Did implementation of Salesforce Sales Cloud go as expected?
I wasn't involved with the implementation phase
Would you buy Salesforce Sales Cloud again?
No