Not ideal for contact management.
November 13, 2012
Not ideal for contact management.
Score 8 out of 10
Vetted Review
Software Version
Professional
Modules Used
- Sales Cloud
Overall Satisfaction
- Not really designed as a contact management system (which is my specific use case). We did some custom development work to make the platform manage our specific contact management workflow. Although there are better contact management systems out there, we needed everything to be integrated into a single system. Salesforce is used for a lot more than just contact management across the organization.
- Some usability issues. Although usability is generally good, there are some weaknesses: not all objects talk to each other / impossible to report on certain things.
- Salesforce has abandoned core functionality development (delegated to app developers in the AppXchange) in favor of social CRM functionality which is of less interest to us.
- Biggest problem by far is de-duping of names in the database. The software is incapable of recognizing that a contact already exists in the database (if, for example, the email is different). Lots of manual de-duping required.
Product Usage
- Deal flow: Managing opportunities to leads to funded entities
- Contact management: Tracking individuals as they move from one organization to another. Maintaining database of individuals with their history.
Evaluation and Selection
Microsoft CRM / PC Recruiter.
Training
- Online training