Deep functionality across sales process.
January 17, 2013
Deep functionality across sales process.
Score 9 out of 10
Vetted Review
Software Version
Unlimited
Modules Used
- Sales Cloud
- Service Cloud
- Force.com
- Chatter
- Data.com
- Work.com
- 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
Product Usage
260 - All
2 - Person to write reports, dashboards, front end work
Person to do configuration, admin, some minimal programming
Person to do configuration, admin, some minimal programming
- Sales, Marketing, Customer Service, Order Management, HelpDesk
Implementation
- Vendor implemented
- Implemented in-house
Training
- In-person training
- Self-taught
Yes, this isn't a bad way to go after you've become familiar with the basics
Support
Yes - It is part of the unlimited package
Usability
Reliability
Integration
- Zuora, Finance, Marketo, Jira, Remedyforce, Rally
Very deep integration, and not difficult to do at all with Pervasive Data Integrator
Vendor Relationship
We are pretty standard in our contract.