Switched from MS CRM to reap benefits of SaaS.
November 13, 2012
Switched from MS CRM to reap benefits of SaaS.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Sales Cloud
Overall Satisfaction with Salesforce Sales Cloud
- Reliability / Uptime
- Saas, not installed
- Huge and active community
- AppExchange (but search is lousy)
- Platform very easy to develop on
- Core product development is being ignored in favor of “social CRM” (chatter, etc).
- Increasing emphasis on enterprise functionality and not SMB (where they started)
- Primarily designed for sales management, not portfolio management. The workflow (account – contact etc.) is not ideal. Also would be better if there were some reverse lookup capability where if a contact is added under a new account name, the software could look up that contact to see if he already exists in system to prevent duplicates.
- If ”niche” user like us (venture capital form), community is a bit less helpful since the use cases are not standard
- No account management (client success) unless big client. Left hanging.
- Much easier to manage deal flow
- Better contact management (after Exchange integration (using external connector to do this)
LexisNexis InterAction CRM. InterAction had one killer feature which is missing from all other CRM systems: DataSteward which is a workflow engine allowing changes to data records to be entered into a queue for approval before the changes are actually made. Great feature. However, apart from that, SFDC is clearly a much more fully-featured product.
Using Salesforce Sales Cloud
- System of record for contact and deal flow management
- Integrated directly with Exchange server to sync calendars etc.
Evaluating Salesforce Sales Cloud and Competitors
Microsoft CRM
Salesforce Sales Cloud Implementation
- Vendor implemented
- Implemented in-house
• 60% self-implemented (Dave) and 40% PS company called Strategic Growth SFDC Consultants)
Salesforce Sales Cloud Training
Salesforce Sales Cloud Support
Yes
We needed help to manage workarounds for bugs.
Salesforce Sales Cloud Reliability
Integrating Salesforce Sales Cloud
- SQL Server
- Fund Management S/W
- LinkedIn
- Exchange Server (currently underway)
SQL and Fund Manager integrations are critically important. Exchange integration will also be important (if it works correctly).
Integrations work pretty well and were very easy to complete since they are native integrations.
Integrations work pretty well and were very easy to complete since they are native integrations.