Overall Satisfaction with Salesforce.com
Currently Salesforce is being used as our sales tracking and reporting, and customer interaction tracking system. We use 2 Marketing platforms that feed leads into Salesforce, for sales representatives to follow up on. We also use a dialer system for our inside sales team, which is connected directly to Salesforce.
- Highly customizable
- Intuitive administration tools
- Robust application catalogue
- Advanced process automation capability
- Robust reporting capabilities
- Dashboards could certainly be improved, limited customization
- Reporting formulas are limited, and make exporting/excel manipulation necessary is some cases
- Development options require a dedicated developer, so if you want heavy customization you will need to hire more resources.
- We have seen increases month over month in our closed won and pipeline business since implementing Salesforce. Salesforce is a very powerful tool that help sales professionals stay on top of their prospects and pipeline.
- Since implementation, we now have advanced reporting that gives us full scope view to the health of our business. We now have advanced campaign, financial, and pipeline reporting that did not exist prior to our implementation.
Salesforce Sales Cloud Feature Ratings
Using Salesforce.com
110 - Lead/account/contact management, sales reporting, forecasting, pipeline management, software implementations, quota/commission management, sales dashboard/report viewers.
1 - Advanced Salesforce administration, configuration, customization, report building, data exports, data manipulation/cleansing
- lead management
- sales process tracking
- sales reporting/dashboards
- Quota/commission tracking
- Forecasting
- Quota setting
- API Integration capabilities
- App Exchange options
- Invoicing
- Payment processing
- Case management for customer issues
Salesforce.com Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Support understands my problem Support cares about my success Quick Initial Response | None |
No - It is extremely expensive for Premier Support, our company is not very large; so this expense was deemed not necessary.
Yes - yes it was