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Salesforce from the Field
April 27, 2018

Salesforce from the Field

Leslie Bradford | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Platform (formerly Salesforce App Cloud)

We believe in scalable velocity. Our Sales Team is constantly on the move and uses the Salesforce App to keep opportunity deadlines on-track with their customers and potential customers. The Operations Team tracks project deadlines in Salesforce and by keeping the dates accurate in Salesforce, our teams are constantly aware of priorities that may have changed and quotes that are due and ready to be presented. We enjoy daily Sales Team "calibration" calls with our Operations Team and the Salesforce App allows our Sales Directors instant access to their projects from their phones regardless of where they are located.
  • Easy to use.
  • Quick.
  • Can update records on-the-go.
  • Quick access to report "button(s)" on dashboard. Right now you have to go to the Reports Tab, find the report template and run it. In Sales, we look at the same reports daily, and for individual sales personnel, being able to click 1 button to get to their accounts with the through date always being updated to "today" (so it doesn't have to be selected every single day before running the report) - would be of great help.
  • As a user in the field, I have no hard numbers to offer. However; I can state as a Sales person, time is money and the App saved me a tremendous amount of time by having all of the information I needed for each customer in an easy to access format.
From a user perspective, Salesforce is easy and friendly to use. I have not been involved in choosing the CRM at any of the companies I have used it with. The Salesforce App is the only one I have used in the field and I appreciated having access from my phone.
The Salesforce App is ideal for tracking status of opportunities, being able to access already entered contacts and their relevant information, keeping track of conversations and details for a refresher as well as mapping information. Due to the nature of sales and the many meetings to keep track of, I was entering "notes" from my meetings upon returning to my vehicle before heading to the next appointment, which was of extreme value. It allowed my to clear my thoughts before my next meeting.

It is less appropriate for entering accounts, contacts and so forth. This is all easier executed with a regular computer in my experience.