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Salesforce Review: "Who knew cloudy could create so much clarity."
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Updated December 04, 2014

Salesforce Review: "Who knew cloudy could create so much clarity."

Score 10 out of 101
Vetted Review
Verified User
Review Source

Software Version
Enterprise
Modules Used
SalesCloud, Chatter

Overall Satisfaction with Salesforce.com

We use SalesCloud across sales & marketing teams currently. The platform addresses the overall need that we've identified across these teams to bring together various product centric sales teams under one CRM umbrella that would allow for the streamlining of marketing lead flow, prospect qualification, increased alignment across sales teams that have some cross sell challenges. It offers this with a range of enterprise centric features such as a high level of security alongside an extensibility for custom application development.
  • Flexibility - It provides for a great amount of customization that can be achieved without code.
  • Modernity - With 3 product refreshes a year, and a dedication to mobile, it seemingly always has the latest features that become industry standard.
  • Scalability - Allows a small user base to grow over time (or increasing users as a company grows) with a straightforward scalable cost model.
  • The AppExchange marketplace could be improved significantly, often times apps I know have a listing are difficult to find.
  • The UI often comes under criticism from new users - you have to get used to the long page layouts that develop over time as you add fields, and related lists to a given section.
  • There should be better support for logical, field level value updates that may span across several objects. (Better cross object workflow)
  • Lead routing has quickened so that reps can view/ respond within a matter of minutes
  • Global search is more intuitive than what we had in the past
  • Users have more visibility to notable changes on an account, and is more easily socialized with the Chatter feature
I used Dynamics about 9 years ago so this may not be the most current evaluation, but the extensibility and flexibility of Salesforce is much beyond what Dynamics had previously displayed. More recently, however, I have been exposed to SalesLogix, and the rapid development capabilities, easy global search, integration capabilites in Salesforce trumped that of what seemed to be available on the SalesLogix product.
We are content with the capabilities that the Salesforce platform seems to provide, so at this point we are looking for ways to operationalize best practices across various subject areas. As long as the platform continues to evolve and featuresets aren't outpaced by other providers, it's likely we'll stay on course with this selection.
If you are going to run a selection process, I would recommend pointing out some scenarios of what an ideal SFA solution could enable, and tie an expected resolution timeframe to those scenarios. I think you'll find that Salesforce will result in a quicker and less painful process for seemingly simple things like "Marketing needs a field added for a campaign that needs to pass over special leads to a certain Sales team". In other CRM systems this ask would realistically take a developer several days to QA and push to production. However, with the right delegated administration privileges, it can be done in Salesforce in a matter of minutes. A good conversation to have with a sales rep would be around best practices in governance of administration. This may focus more on people-problems than technology, but because the platform works so well, it may cause frustration if you attempt to put in place more checks and balances later in the usage lifecycle.