Salesforce.com is the best CRM tool!
Updated April 08, 2015
Salesforce.com is the best CRM tool!

Score 10 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce.com
We use Salesforce.com across the whole organization, from Sales, Inside Sales, BusDevelopment, Finance, HR, Marketing, Operation and etc. The main purpose of this tool is for forecasting, Quote-To-Cash and Contract management. Professional Services group uses for Statement of Work creation and evaluation.
Pros
- Easy to use when query data/ running report
- Tech Support is robust
- Easy customization to fit almost every business processes.
Cons
- Salesforce.com does not offer too many different layout or grids on pages, when its come to customizing the "look" of platform, its almost impossible
- Wish they can be more flexible on their Collaborative Forecast module, our business has one additional forecast category and Salesforce.com does not provide room to modify
- Wish we as the system admin can run a report based on each profiles access on each objects across the org.
- Lead Assignment Rule can be a nightmare if business don't map out each rep's territory ahead of time.
- Dashboard/ if they can add more components
- Dashboard / on Dashboard filters, one filter to apply all components by regions or by date to eliminate the duplication of dashboard creations
Salesforce.com has great tech support, and does not require a programmer to customize platform. Love the tool so much!
Salesforce Sales Cloud Feature Ratings
Using Salesforce.com
230 - Pipeline/ Forecast Management
Quote to Cash
Contract Management
Time Entries
Case Management
Web to Leads
Quote to Cash
Contract Management
Time Entries
Case Management
Web to Leads
4 - There are four system admins, one certified admin for sales cloud and another certified admin for service cloud, two other admins have very deep knowledge of system. The system admin team supports my company Salesforce.com on all aspects of business needs from the CRM prospects.
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