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Salesforce Sales Cloud: The Only Sunny Day Cloud You Need.
Updated June 03, 2015

Salesforce Sales Cloud: The Only Sunny Day Cloud You Need.

Kyle Dugger | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Partner Portal
  • Content
  • Knowledge

Overall Satisfaction with Salesforce.com

Salesforce is currently used to track product transference from lead generation and combing(Leads),to initial POC with a physician or potential patient client(Activities), to requesting supplies(Products) that are then packaged and shipped to a physician for specimen collection and return(Opportunities w/ Stages), as well as Client Issue recording (Cases) and reporting metrics of various designs such as # calls per Service Rep, # Opps per week per Sales rep, etc. for management. We also use a map addon(InField Maps) to help the field sales team see problem areas, hot spots, cold spots, etc. as well as a few other addons such as roll-up helper and DemandTools for administrative maintenance.
  • Data Visibility
  • Position flexibility (customized page views, access, etc.)
  • Workflow (wf rules, validation rules, triggers, dependant picklists, etc.)
  • Training resources
  • Reporting, only three ways of sorting, can't sort by multiple tiers,
  • Emailing
  • One contact to many accounts (currently a one-to-one relationship, so physicians that practice at multiple locations must be dealt with with custom development)
  • Inventory management
  • Mobile interaction (It's usually more efficient to use the mobile app to just navigate to the full site on a phone or tablet)
  • Increased employee efficiency
  • Increased accountability
  • Increased visibility on ROI (Supplies sent out vs specimen tests billed)
  • Better department interaction (sales with service with fulfillment with marketing with management with medical with laboratory with corporate)
SharePoint: while Microsoft's flagship crm product is tried and true, it's clunky, overly complicated, and incredibly difficult to tweak and customize with any sort of efficiency
Salesforce.com is suitable for companies that can afford the Enterprise edition / Non-Profit and up. The lower editions are ok, but key functionality is lost such as multiple record types, number of custom fields/objects being reduced, custom profile types, etc.

Salesforce Sales Cloud Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
8
8.7
Case management
10
Call center management
8
Help desk management
8
7.0
Lead management
8
Email marketing
6
7.5
Task management
7
Billing and invoicing management
8
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Single sign-on capability
10
7.5
Social data
7
Social engagement
8
9.5
Marketing automation
9
Compensation management
10
8.0
Mobile access
8

Using Salesforce.com

60 - Sales, outside IT integration, Client Services, Management, Billing
1 - Certification training, multiple and varied experiences with scenarios and org set-ups, communication skills to be able to gather company requirements for the system and efficiently implement them in a way that will only upgrade the company's ability and never sidegrade.
  • Sales team needs to find leads in their areas and see what previous contact has been made
  • Client needs to contact a member of the Sales or Service departments for supply requests
  • Need to track Client interactions with both Sales and Service teams on a detailed basis
  • Mass email marketing, salesforce is terrible at this
  • Using InField maps, Salesforce has been able to keep up with nearly constant territory shifting amongst the salesteam
  • Using InField Maps and a snipping tool, Salesforce has allowed us to create on-demand service maps for clients
  • Inventory Management
  • ROI calculation
  • Use Communities to provide a HIPAA-compliant area where customers can access their patient' information

Salesforce Implementation

Salesforce Training

  • Online training
  • Self-taught
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.
Salesforce is not easy to learn without training. It's easy TO USE, but not learn if you're wanting to do development and customizations.

Salesforce Support

Employees are available in roughly 26 languages, quick turnaround times, visibility into issue status, quick and knowledgeable service support techs, solid & efficient solutions.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Yes - 24 hour turnaround, Access to infinitely better training modules.
Yes - Yes, picklist values were being being saved as values other than ones selected. The Issue was fixed within that workday.

Using Salesforce

Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Record creation
  • Pipeline monitoring
  • Management visibility
  • Data loading
  • Training and understanding are front-loaded
  • Reporting: mostly front-loaded, but sometimes related objects can't be shown on the sam report
  • Emailing/marketing campaigns
Yes - Classic app works great, Salesforce1 is more for a customized interface that is unnecessary for most companies.

Salesforce Reliability

Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.