Use SalesForce to drive your business force!
April 12, 2014
Use SalesForce to drive your business force!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Chatter
Overall Satisfaction
I work for a cloud-based management solution where salesforce powers everything from our leads, pipeline, accounts and more. Everyone at our 200+ company has a salesforce account, as it not only tracks our daily activity, but provides a depository for emails, internal content and client/support cases. On the sales end, I love salesforce, having used it in previous roles and just a fan of the customization it provides to our day to day tracking needs. I'm able to easily search for dupes, add in new leads, mark accounts in the right place, and access it from anywhere with internet access. Salesforce is the driving tool behind our internal CRM success.
- Customization - every company I've worked at has been able to customize the fields and metrics that are important to track within the solution. While there is a standard template the SalesForce provides, it is easily changeable to the specific business's needs
- Being able to log activities under email / call / tasks helps to keep me organized. I like being able to log a call, track my emails (even bcc'ing emails sent in our native email app to SalesForce), attach proposals, screenshots, anything- all in one place!
- Easy access to information. We're a multi-office business spanning both coasts and multiple countries and having something that's readily accessible from anywhere helps make us more efficient. I've worked with previous CRM software that's installed on our computers and accessed via a VPN/remote login. Not nearly as fluid as SF.
- Maybe it's just my company's setup, but I would like Salesforce to integrate directly with a power dialer of some sort. This way, I can just click on the number and have it dial out directly
- Searching for dupes could be easier. I need to be very specific about searching for repeating client records/information in Salesforce. If not done to the letter, it's easy to miss something.
- With SalesForce, everything is tracked so there is better accountability within each employee and their day to day actions.
I've used multiple other systems but ultimately, choosing a CRM solution is not my choice. I can say that SF is my favorite of all the solutions. This includes SugarCRM, Act and some other proprietary systems