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

Salesforce.com is the best CRM tool!

Anonymous | TrustRadius Reviewer
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.
  • Easy to use when query data/ running report
  • Tech Support is robust
  • Easy customization to fit almost every business processes.
  • 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!
Pricing modules and terms and services, Salesforce.com offers different type of license editions, be sure to select one that fits your current and future business needs.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
7
Case management
10
Call center management
10
Help desk management
10
Lead management
9
Email marketing
9
Task management
Not Rated
Billing and invoicing management
Not Rated
Forecasting
10
Pipeline visualization
Not Rated
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
10
Compensation management
10
Mobile access
10

Using Salesforce.com

230 - Pipeline/ Forecast Management
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.