Dominant CRM leader.
Overall Satisfaction
Pros
- We used Salesforce's Sales Cloud, Marketing Cloud and Force.com platform. These are exceptionally well designed with inherent best practice capabilities. Here are some suggestions towards maximizing Salesforce - http://www.saascg.com/maximizing-salesforce/
Cons
- I believe that Salesforce's inherent best practices are strong and the platform enables great flexibility, which can be a double-edged sword. Proper diligence must be given to your internal controls environment, especially around Quoting and linkage to your financial system.
- Data analytics and snap shots. Most people used a 3rd party tool for this, like Tableau Software or GoodData.
- Make it easier to track marketing campaign ROI. Campaign to lead is good. You must follow specific procedures during the Lead to Opportunity/Contact & Account conversion process to ensure campaign to opp/contact tie in.
- I believe the user interface of the online help could be better organized with a cleaner user interface.
- Data cleanliness (ie - duplicate leads and accounts/contacts). Most people use a 3rd party tool for this, like Cloudingo.
- Tough to quantify ROI. I can tell you that Salesforce was essential for process management and visibility within our business model. We went live on Salesforce within 2 months. This included a full connection to our website, where people downloading our software would fill out a registration page, which created a lead within Salesforce. Goal was to give our sales reps efficient visibility into New Leads for prompt sales activity. It also enabled us to scale, organically AND via acquisitions.
Product Usage
120 - Primarily the Marketing, Sales (including Sales Operations) and Product Management teams. Executive level across the board, including CFO for pipeline and forecasting.
3 - One business analyst.
One technical Salesforce administrator.
One integration expert.
One technical Salesforce administrator.
One integration expert.
- Marketing campaign management, lead management and opportunity management in a high transaction volume, inside sales and channel environment.
Evaluation and Selection
Custom SQL system with very limited Sales and Marketing capabilities.
Implementation
- Implemented in-house
- Professional services company
We implemented Salesforce in-house. In May 2011, I started a Salesforce (and NetSuite) consulting business to help customers implement and/or optimize Salesforce. www.saascg.com
Training
- Online training
- In-person training
- Self-taught
Yes. I know many Salesforce Administrators who are self-taught. These people normally have a finance and/or sales operations focus.
Configuration
In some cases to reassign existing leads to different sales reps based on the lead's certain supplemental actions.
Support
Yes - We had Unlimited Edition, which entitles you to 24x7 toll free support.
Usability
Reliability
Integration
- Our website. 2) NetSuite. 3) A custom SQL system.
We initially created a custom object for quoting in Salesforce then integrated the transactional (line) item detail with NetSuite. This is very challenging, as you are recreating items, pricing, discounting, etc. Plus, this requires the integration to transfer all of the transactional detail leading to more inherent risk of failure.
We redesigned the integration to allow Sales Reps, on an opportunity in Salesforce, to click a button to launch the Sales Rep into NetSuite where they could enter the quote in NetSuite. Order Management could then process approved quotes to Orders and eventually Invoices. We transferred Quote Header (ID, amount, expiration date) information back into Salesforce so that Sales Manager could run Opportunity and Quote reports (ex. which opps have quotes that are expired). Best of all worlds.
We redesigned the integration to allow Sales Reps, on an opportunity in Salesforce, to click a button to launch the Sales Rep into NetSuite where they could enter the quote in NetSuite. Order Management could then process approved quotes to Orders and eventually Invoices. We transferred Quote Header (ID, amount, expiration date) information back into Salesforce so that Sales Manager could run Opportunity and Quote reports (ex. which opps have quotes that are expired). Best of all worlds.
- In my current role as President of SaaS Consulting Group, my team has done many integrations, including Salesforce with Doubleclick (an Internet advertising solutions company). We are also in the early stages of a Salesforce to Zuora integration.
Not to my knowledge.
Vendor Relationship
Private. Salesforce has such a dominant market share, that it is difficult to negotiate special terms.
Comments
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