When you're looking for measurable metrics, look no further!
February 01, 2019

When you're looking for measurable metrics, look no further!

Kevin Knudsen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce Platform (formerly Salesforce App Cloud)

When it comes to our organization, being able to have metrics and track those metrics is vital to the life of the business. When it comes down to understanding what's going on within the sales organization, we need to have a constant vision of where we are and where we're going. Salesforce has really provided that for our team. We need to be able to accurately forecast based on previous performance. The other part of Salesforce that has been crucial for us is the organizing of leads and accounts. Because we're able to easily view and retrieve information, we are better prepared to make informed business decisions.
  • By providing our sales team with real-time metrics we're better able to know what's working.
  • Having an organized place to keep track of leads and understand where those leads are coming from then putting them in campaigns based on the data we organized from Salesforce is invaluable.
  • I love the fact that Salesforce is in the cloud and provides access from anywhere.
  • It's easy to manage a team through dashboards and analytics that can help us hit our goals.
  • We've worked hard to understand what's going to close sales, so we've developed reports from Salesforce that put us in a stronger position to make better business decisions.
  • At times Salesforce has so much data that it can take a long time to load.
  • If you don't have the right metrics in place then Salesforce will be providing data that may be fluff that doesn't help you make the better business decisions.
  • Constantly revising the contacts within Salesforce is very difficult. Pulling in a mass number of leads is very simple, however, to edit and keep tabs on all those can be a tedious process.
  • There's a slight learning curve with the Salesforce App.
  • Because we've been able to accurately forecast this has provided us with a closer pipeline to closed deals percentage.
  • We've been able to reach a broader audience by pulling in contacts and leads and working through an organized process.
  • By having total visibility into what's transpiring across the business with Salesforce, we have a team that is focused and can apply their efforts to goals that everyone sees.
When it came down to integrations and really having a robust sales process, it was going to take more than one solution for our sales team to be successful. Over time we've acquired a range of tools that have similar features to Salesforce however the strength in Salesforce comes from being able to easily integrate with a variety of solutions. Sugar is a very similar CRM type feel however the functionality isn't quite as robust as Salesforce. We use Outreach, ConnectAndSell, DiscoverOrg, and RainkKng all in conjunction with Salesforce to have a strong prospecting process.
If you have specific metrics you're looking to measure this tool is for you. When it comes to a sales organization there's no tool better fit to help propel that organization towards their goals. This solution really has an all-encompassing platform designed with salespeople in mind. I can also see where it's helpful from a marketing standpoint in providing pipeline generated and leads generated. From a financial standpoint, I see some weaknesses in reporting simply due to the limitations to dive deep into all the costs associated with certain clients.