The best CRM available
Updated December 02, 2022
The best CRM available
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise Edition
Modules Used
- Sales Cloud
Overall Satisfaction
Pros
- It is the best CRM system available
- It is the easiest platform to drive adoption amongst your user base
- There are no gaping holes compared to other options
Cons
- Whenever you need to do integrations and customizations or go hard core on reporting your investment level jumps up significantly. You can however do 80%+ with configuration vs. customization.
- Over years, Salesforce.com has expanded from sales into areas like marketing and support and those areas are less mature.
- Hard to quantify. Biggest savings are in headcount that would otherwise do administrative work.
- I would have to have hired one or more analysts full time
- We are lean in management overall as a company because we leverage our tools effectively.
Product Usage
70 - Sales, marketing, services
0.33 - 5% of an IT director
5% of manager in support group
5% of a person in marketing
10-20% of my time
In total, 1/3 FTE on administration, set-up, configuration.
We don't have a Business Analyst or Salesforce.com developer
5% of manager in support group
5% of a person in marketing
10-20% of my time
In total, 1/3 FTE on administration, set-up, configuration.
We don't have a Business Analyst or Salesforce.com developer
- CRM – marketing automation
- Sales force automation
- Content/document management
- Commissions
- Customers support - customers can log tickets on website through Salesforce.com
- Project management cost tracking
Evaluation and Selection
Implemented in 2005, not sure if anything before.
Implementation
- Vendor implemented
- Implemented in-house
- Professional services company
We also used a professional services company to do some work, but they didn’t get great feedback.
Training
Support
No - Support level depends on what you pay for. You have different tiers you can buy. When you pay for premier support, you get a dedicated help line with much shorter SLAs. We are not paying for premier support.
Usability
Reliability
Integration
- OpenAir - professional services automation tool from NetSuite
- Eloqua
Open Air – one way data push for project status, opportunities
Eloqua - pretty good integration – nothing fancy
Eloqua - pretty good integration – nothing fancy
Comments
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