Almost perfect!
October 25, 2012
Almost perfect!
Score 10 out of 10
Vetted Review
Modules Used
- Sales Cloud
- Chatter
- Customer portal
- Partner portal
Overall Satisfaction
Pros
- While it is not perfect, it is so flexible. The sky is the limit, yet it is still fairly easy to use. If they don’t do it, it’s so easy to interact with APIs to get things done.
- Everything on the app exchange and in the community. There are so many reasons why it is the place to be.
- Innovation is consistent though not exactly what I want though.
- They are always 2-3 steps ahead e.g. their acquisition of social media solutions.
Cons
- They roll out features that are almost there - doesn’t quite do what I want it to do e.g doesn’t work with a specific field or object. This has always been a frustration. It seems like their stuff is more for demo purposes than to help their current users.
- Visibility across the customer. While that one view is never as good as it’s made out to be, it is much better than silo’d applications
- Mobile access is a benefit.
Product Usage
300 - Whole company outside of functions like HR, R&D.
2 - We have c. 2 FTEs in IT, but no dedicated person. With this capacity it is very hard to get things done.
- Sales & marketing: Forecasting, Pipeline management, Contact management, Sales process management, Lead qualification, Quotes and contracts, Management reporting.
- The following sales processes are not run in Salesforce.com - Forecasting is mostly done in Excel work. Forecasting means different things to different people. To us, it means the process by which a rep rolls up commitment to manager, the manager then reviews and rolls-up their commitment. We have looked at a couple of 3rd party forecasting modules and haven’t found “the one”. Are considering custom development.
- Customer service
Evaluation and Selection
It was our original CRM.
Implementation
- Implemented in-house
Training
Support
Yes - Before we were premier support there was a 2 day SLA. We ended up getting to first level support who wouldn’t read the question or understand it, and then would escalate to tier 2 which would take another 2 days, and we eventually gave up.
Usability
Reliability
Integration
- Cloud9 - analytics/forecasting tool
- Echosign
- Marketo
- Boulder Logic (reference tracking system)
- Big Machines
- Lots of home grown/custom stuff
Cloud9, Echosign and Marketo were plug-ins
- NetSuite - accounting system.
Comments
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