Experienced Salesforce user
December 18, 2014
Experienced Salesforce user
Score 9 out of 10
Vetted Review
Verified User
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.
Pros
- 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
Cons
- 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.
Comments
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