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CRM is never done - Salesforce moves with you
Updated April 09, 2015

CRM is never done - Salesforce moves with you

Marty Petraitis | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Unlimited

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Data.com
  • Sites

Overall Satisfaction with Salesforce.com

It is being used across all sales and marketing. We have three brands and use slightly different sales processes for those brands. We have a consistent approach and SFDC provides a predictable pipeline funnel view.
  • Provides Sales 360 view of the Account/Contact when conversing with the prospect
  • Provides a predictive view of the Pipeline based on actual activities by the prospect AND sales
  • Sales personnel have one place for content and correspondence without having to "Cross Applications"
  • The UI is dated and becoming cumbersome. The Console is a good start but needs work
  • Forecasting: Not configurable, not sophisticated enough for our business. It is simple but not adequate.
  • Faster and viable lead conversion. We are now actually measuring it.
  • Sales productivity. Sales can make more calls with intelligent history about the prospect/account without spending time in multiple app and data searching
  • Can find other related prospects with Data.com to extend call reach and call plan
  • GoldMine,soho
Salesforce is the better enterprise platform but you will pay for that premium. CRM systems are never done implementing as your business, sales and marketing change over time. Salesforce platform allows you to implement those changes and provides a wide integration platform.
SalesForce is very configurable for your business and sales processes. Understand your sales process first however. Be careful in adding anything senior management wants in terms of data. KEEP IT SIMPLE FOR THE Sales folks and let Salesforce measure it.

Salesforce Sales Cloud Feature Ratings

8.8
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
6
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
9
8.7
Case management
10
Call center management
8
Help desk management
8
5.0
Lead management
5
Email marketing
5
3.5
Task management
3
Billing and invoicing management
4
8.0
Forecasting
5
Pipeline visualization
9
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Single sign-on capability
10
9.5
Social data
10
Social engagement
9
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Using Salesforce.com

49 - Sales, Marketing, Management
3 - Salesforce Adminstration, Sales Business Processes, Data model and reporting

Salesforce Implementation