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SalesForce is a force
February 14, 2019

SalesForce is a force

Jewemars Christian Riano | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Platform (formerly Salesforce App Cloud)

Salesforce Could is being used by our Relationship Managers as an initiative to make our process and business more digital, allowing them to have access to clients accounts within reach via their mobile phones, tablets and laptops. It is being used also as a source of data caring and marketing tool for potential clients, being widely used in our customer engagement group department for our beloved customers.
  • Relation Management.
  • Marketing.
  • Statistics.
  • Data loader function.
  • Duplication of accounts sometimes.
  • Missing files.
  • Difficult to find files.
  • The licensing is a bit pricey on an annual basis.
  • The platform is indeed helpful in the organization.
Showing in the list of top CRM platforms, SalesForce is at the top and leading without a doubt, having a superior model and platform is a good sign of a great product. It also suites the organizations needs in terms of providing our relationship managers access to their client's accounts. It also has the capabilities of allowing us to use data to a much more meaningful manner.
It is well suited because our company is highly engaged in customer service with our clients. In the banking sector, it is important to have the details you need for your client if they ask and if a potential client can be on-boarded to our services and products. It also suits our business because it gives a bigger view of the organization in terms of the customer relationship. Top management can have a bird's eye view of what's happening in the organization using this platform.