Admin view of SalesForce
January 30, 2015

Admin view of SalesForce

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Chatter

Overall Satisfaction with Salesforce.com

Our Sales, Account Management, Business Development, and Marketing teams are the primary users of Salesforce. Sales uses the product to generate leads, produce new opportunities and eventually sign new business. Account Management picks up the ball once Sales has closed the deal, they track and respond to client needs through Salesforce and continue to generate business growth opportunities. BusDev adds their input and assistance to both teams through Salesforce' collaborative tools. Marketing uses the Lead and Contact pool as the primary source for their campaign efforts.
  • SalesForce is extremely adaptable. Our business model doesn't align with the default structure of SalesForce, but with little effort we were able to make it fit nicely.
  • Customizations of tables and fields is a breeze. The admin interface is well designed and fairly intuitive.
  • If the Out-Of-The-Box features don't quite meet your needs, there are a vast number of plug ins and extensions available in the app market.
  • The inability to join multiple tables places some limits on internal reporting.
  • Increased Sales efficiency.
  • The ROI is much better than our previous CRM system, perhaps that's why SalesLogix has fallen out of favor.
Whenever information sharing is essential, Salesforce's collaborative nature comes in very handy. Because it's cloud based, anyone with appropriate credentials can access anything from anywhere.

Salesforce Feature Ratings

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