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2 Hats Salesforce User
Updated November 12, 2015

2 Hats Salesforce User

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

SFDC is used company wide as we work with it and provide consultancy to other companies to implement and use it. We use it for monitoring our leads, recording the encounters with them throughout the conversion process from lead to customer. For other companies, our customers, we help them tailoring the SFDC platform to their own needs and adding custom objects that they can integrate into the SFDC standard objects and fields, even if they are not on the traditional selling process, SFDC can be used to manage non-for-profit organizations too.
The breakthrough use of mobile technology makes apps available all the time everywhere.
  • Tasks and events logging including emails, phone calls and integrating with corporate email systems and Outlook connector is fantastic and gives sales team more time instead of double entry.
  • The new files storage management capabilities makes it easier to maintain collaboration on the same document even on the go, and maintain corporate security
  • Chatter capabilities as an intranet medium facilitates communication with all company staff, specially with the Chatter free licencing (up to 5000) everyone can generate leads and document findings and pass it to the sales team
  • Flexible reporting and the ease of creating new everyday reports and dashboards by users themselves and leave the heavy lifting to IT or service providers.
  • The mobile App might need more improvements regarding response and processing with limited, cluttered mobile devices with limited bandwidth and HW resources.
  • The platform is very easy which might encourage messing up with the existing processes, specially on the loose security entities like small business.
  • Dashboards is great but it might need more improvements to avail more business intelligent components
  • Lead conversion is much faster with SFDC
  • No loose ends on follow-ups with leads. Notifications are always active and you can set follow-up at each task or event to keep you up to the beat with your contacts and leads, so you won't break any promises
  • Better customer support as all agents has access to the records of the previous encounters, so they'll sound much knowledgeable and gain customer confidence that they are working with an expert
How do you acquire your leads?
How do you maintain your sales leads throughout the conversion process?
How do you maintain communications with your clients and how to report on activities and opportunities?
How do you collaborate with your colleagues working on an opportunity as a team?
As a sales manager, how do you supervise the activities and coordinate efforts, facilitate available resources to your sales team to win? and how you'd allocate compensations on different roles?
How do you measure the effectiveness of your sales team?
How do you manage the pipeline? and use it to promote your team efforts?
How easy it is for your sales team to access information about related contacts, accounts and activities?
What about mobile devices?
How sales team collaborate with each other and sales support teams?

Salesforce Sales Cloud Feature Ratings

9.6
Customer data management / contact management
9
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.3
Forecasting
8
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
Not Rated
9.5
Social data
9
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Using Salesforce.com

We are partners to SFDC and we do provide the consultancy services to other businesses including many IT services companies, and using SFDC ourselves gives us more credibility advising others to use it and new ways they can benefit from the prospect of a user in addition to the consultant advise.

Salesforce Implementation

Salesforce Training

The video tutorials, especially for the new versions/releases are focused on the new enhancements, leaving space for more reading material from the release notes (if needed).
However, do not expect to make an expert out of you by merely watching these short videos, you'll always need to use the help, documentation, and success communities

Salesforce Reliability

On the last 12 months scale, I didn't encounter any unplanned outage or application errors. Sometimes the SFMC (Exact Target) is a little slow during noons, but it is understandable.
Planned outages are adequately pre-notified on the login and via separate email alerts.
Generally the response is very good. However, SOMETIMES, the Salesforce Marketing Cloud (formerly Exact Target) server is slow especially on the noon period (EST) where I guess most of the global working hours coincides. Salesforce.com is currently integrating/digesting ET, so I expect that delay to be resolved.