Deep functionality across sales process.
January 17, 2013

Deep functionality across sales process.

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review

Software Version


Modules Used

  • Sales Cloud
  • Service Cloud
  • Chatter
  • Partner Portal
  • Content
  • Knowledge

Overall Satisfaction

  • Salesforce is very good at sales processes, forecasting, and customer service.
  • It has deep functionality across the entire sales process. It is flexible enough to model any sales process from lead to forecasting to sales execution (although we supplement it with Marketo for marketing lead generation activities). This is really the Salesforce sweet spot.
  • Workflow and approval process supporting the sales process are less robust.
  • It is quite easy to build approval process in the system, but the required flexibility is not there. For example, during the approval process, there is a hard limit imposing a maximum of fifteen steps. Many of our approval process require more steps than that and we need a bit more flexibility. Another example is approvals: if we set up five approvers, either all five or one can be required to approve. There is no flexibility to change that rule.
  • We do not measure direct ROI
It is intrinsic to our business at this point

Product Usage

2 - Person to write reports, dashboards, front end work

Person to do configuration, admin, some minimal programming
  • Sales, Marketing, Customer Service, Order Management, HelpDesk



  • In-person training
  • Self-taught
It is very good, just not as available as we would like
Yes, this isn't a bad way to go after you've become familiar with the basics


Response time is often slow, even for system down issues
Yes - It is part of the unlimited package



They have lots of slowdowns on the instance we are on, availability has been very good, but performance has been mixed
We've had quite a few performance problems, from code production to general system response time


  • Zuora, Finance, Marketo, Jira, Remedyforce, Rally
Very deep integration, and not difficult to do at all with Pervasive Data Integrator

Vendor Relationship

Pretty Easy, they are a big company now, with some big company traits, but we still get a good level of overall service
We are pretty standard in our contract.