Highly capable CRM
April 19, 2018

Highly capable CRM

Kevin Van Heusen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Platform (formerly Salesforce App Cloud)

Salesforce App Cloud is being used to manage our sales workflow and pipeline. It helps organize leads and forward them to the appropriate salespeople. It gives a good organized view into the sales pipeline as well as comprehensive reporting to get both ad-hoc views into the finances of the business as well as dashboards.

Pros

  • Fully customizable, pretty much every field can be renamed
  • Can handle most any sales pipeline you come across
  • Apex triggers can handle creating automatic processes to be kicked off when things happen in the system/workflow

Cons

  • The user interface is hard to grasp at times, it supports quite a bit of functionality, but figuring out how to use it can be hard
  • Salesforce doesn't make it easy to create and deploy Apex code, it can take quite a bit of time if you are new
  • Salesforce has a robust API however they charge per API request which can get expensive if you leverage their API quite a bit
  • Salesforce helped give a window into our sales pipeline
  • The reporting capabilities improved transparency into the company finances
  • Salesforce made it easier to handle leads and distribute them throughout the sales team
We selected Salesforce in part because of existing familiarity with how Salesforce works. We also initially liked the API Salesforce offered and were able to integrate it with our product's backend. We were also able to customize Salesforce to match our sales process that we had in place at that time.
Salesforce is generally suitable for teams of most sizes. It may not be a fit for very small (1-2 person) teams, as the per license fee is pretty high. For smaller teams, another CRM might be a better fit. For larger teams, Salesforce can be customized to fit most needs.

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