Salesforce is for you!
August 03, 2018

Salesforce is for you!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Analytics Cloud

Salesforce is being used across the company in many different departments. We currently use it for managing leads coming into our data base in order to properly assign them to business development executives. Our sales and renewals team also use sales force to track current deals, updated interactions, and evaluate a leads possible return. Marketing also uses this application to track what products and campaigns they have interacted with and where in the buyers journey they are.

Pros

  • The application keeps track of all historical interactions and actions the lead or customer has taken, this makes it easy for anyone to see what has been done.
  • The application can be integrated into almost any automation tool which opens the door to a wide variety of different ways we can interact with our customers and potential customers.

Cons

  • The integration process, though it integrates with nearly all outside tools, is quite daunting and tends to slow down any project that involves integration (at the beginning, once it is set up it performs exceptionally).
  • Generating reports and finding data as a new user can be quite difficult at times, the data it pulls is of great quality but getting there takes quite a bit of practice and patience.
I had previously used Kronos at a past employer, though it got the job done, it was not near as up to date and felt "clunky" in use compared to Salesforce.
This has been a hit or miss for our use cases, at some times the connectivity process goes incredibly smooth, other times we hit many bumps along the way. We have always been successful in the end, but getting there at times is quite challenging.
Sharing data and seeing exactly what someone is talking about in a company that has employees all across the world can be a challenge at times, with this application it is as simple as sharing a link or name of a report and you can actively see what they are talking about. This is a great tool to use if you have a widespread employee database.
Salesforce is a great tool to integrate with marketing automation software, it makes it incredibly easy to see where people fall in the pipeline and how much they have contributed overall to the revenue of the business. The tool can be accessed by anyone within the company (given they have the required permissions). The tool is also great for tracking various marketing campaigns and see just how well they are performing through the many reports it generates, this allows us to really dig deep and find the best ways to continue interacting with our leads and identifying which campaigns are ill-suited to our cause.

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