Salesforce Pipeline MGMT
August 08, 2018
Salesforce Pipeline MGMT
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce Platform (formerly Salesforce App Cloud)
We use Salesforce for managing our potential sales and for pipeline reporting
- Manages our pre-sales activity with leads and stages
- Integrates with Ringio for click to call
- Allows for forecasting pipeline and future closes
- Somewhat of a lengthy set-up process
- Salesforce team is sometimes slow in response
- Make it easier to hide unused features to avoid confusion
- Saves time for pipeline management
- Gives better visibility for upper management
- Avoids errors of people calling the same companies that are already being worked
We used to use Zoho previously. Salesforce is similar but a little clearer and user-friendly. Most people are already familiar with SFDC, so hiring newer people is easier