Experienced Salesforce user
Matt Brooks, MBA | TrustRadius Reviewer
December 18, 2014

Experienced Salesforce user

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Modules Used

  • Chatter
  • Data.com
  • Work.com

Overall Satisfaction with Salesforce.com

We use Salesforce as in our B2B efforts to document client activity, opportunities as well as internal communication tool. We also use reports/dashboards to help measure productivity of representatives. It solves our need for client activity, performance and communication.
  • Easy to use-we can onboard and get our representatives productive on SF within a week.
  • Documents all aspects of client interaction and progress
  • Provides excellent dashboards and reports to help track representatives progress toward KPI
  • With all the difference modules and add-ins SF has almost become to big.
  • The Library has room for improvement particularly with the search functionality.
  • Although the Salesforce1 app has improved there is still a ways to go to help field reps be successful.
  • Increased visibility into progress of deals.
  • Increased efficiency in forecasting.
  • Excellent as a communication tool for various departments with our organization.
Salesforce seemed to be a more complete system and better organized.
Salesforce has been institutionalized into our organization it would be too hard and costly to migrate to another CRM.
I found Salesforce to be very successful in larger sales organizations with dispersed sales teams. It maybe overkill for smaller organizations and could be cost prohibitive.