Great CRM, easy to use!
January 27, 2015

Great CRM, easy to use!

Tony Messier | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Partner Portal

Overall Satisfaction with Salesforce.com

Everyone in our organization uses Salesforce. We utilize Salesforce's out-of-the-box functionality to organize our leads and contacts, maintain our sales opportunities, and manage our support tickets with our customers. We also developed custom objects to keep track of long term projects with customers, employee and applicant information, and inventory management of all our office equipment and technology.
  • I think the greatest strength of Salesforce is it's high degree of customization. You can customize Salesforce around your existing business practices, instead of modifying your existing processes to fit into Salesforce.
  • You can create very complex business processes in Salesforce with very little work. They do a great job of simplifying the set up process, and embrace the idea of point and click administrators.
  • The ability to add third party apps from the AppExchange allows for even more customization and integration.
  • Help and Support. Salesforce has a very active community of users to help answer questions you might have. They also reviews ideas you have for how they can improve their platform. If you can't find the solution yourself, Salesforce Support is a great resource.
  • There are a lot of obscure rules and exceptions to normal rules that makes designing your org difficult.
  • There are multiple ways to accomplish the same thing. This is helpful to some people, but others find this frustrating.
  • Increased efficiency: It is very quick and easy to find the information you need, and add new information
  • Better customer service: Helped us improve organization around handling support tickets
Because Salesforce offers a high level of customization, I believe it can be adapted to any scenario. I have helped implement it in small to medium size businesses in a variety of industries.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
9
Quote & order management
10
Interaction tracking
8
Channel / partner relationship management
9
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
9
Task management
9
Billing and invoicing management
8
Forecasting
8
Pipeline visualization
8
Customizable reports
7
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
9
Mobile access
9