cloud based and hard to beat
Matt Judice | TrustRadius Reviewer
January 29, 2015 cloud based and hard to beat

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version


Modules Used

  • Chatter

Overall Satisfaction with is used across our entire company by every department. It addresses the need for multiple databases, everything is all in one place in real time. We can pull up any account view a history, notes, e-mails attached to the account, logged calls. Gone are the days of excel spreadsheets to track things.
  • Keeping track of events, tasks, and calls. This allows people in company to see what is schedule and what has been done so its not repeated or something is not missed.
  • Cloud based so you can access anywhere, meaning you don't have to be on an internal network to use the service.
  • Stores as many contacts as necessary. So you can list decision makers, tech contacts, controllers. This is helpful for making sure you call the correct person, depending on what task you are working.
  • Some reporting could be adjusted.
  • Increased employee efficiency due to the cloud base nature of Salesforce. You dont have multiple contact lists in all departments, the contacts are all in one place.
  • Faster case/project completion once again due to the could based nature and all the info anyone needs to see or access is in one central location. Access on the road or in house.
  • Better documentation, you dont have to find your notes or old e-mails. Everything is saved right where you need it.
To be honest I don't know of any other products out there beyond a local database that functions the same way as Salesforce does. With all the available connections and built in syncs the program has its hard to even look at anything else as an option.

Salesforce Feature Ratings

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


Everyone from billing and customer service to field sales uses Salesforce.
The people who support Salesforce for use are in several different offices and work on the Sales Operations team. They are data driven and I don't know for sure but I assume they have some kind of a coding background.
  • Organization across the entire company, so all notes and details are in one place where everyone can see them
  • Customer service capacity, we can have customer service in all sorts of locations and maintain the same level of support
  • Sales, no more cold calls, you know what last person called and talked about so you can form a pitch that gets the job done with out wasting time


Most functions are as easy to operate as Facebook or your home computer. If you can click a link or "like" a page on facebook you can edit contacts and notes in Saleforce. No coding skills or technical background is required to start.
Like to use
Well integrated
Quick to learn
Requires technical support
  • adding contacts
  • keeping notes on various accounts
  • integration the outlook email system to salesforce
  • integration some internal systems is difficult and sometimes does not always work as expected
  • Reporting on some details of an account can be difficult
  • attaching e-mails to Salesroom custom objects that live in the account object is difficut