Salesforce holds our business together
January 30, 2015

Salesforce holds our business together

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Force.com
  • Chatter
  • Data.com
  • Work.com
  • Content
  • Knowledge

Overall Satisfaction with Salesforce.com

Salesforce.com is the most important tool in running our business. Every department across the organization uses this tool and logs in every day. It supports our sales team, our delivery team (managing projects, tracking hours), our marketing team (integrating with MA tools, tracking leads), and our finance/operations team (staffing projects, forecasting etc). Without Salesforce we wouldn't be able to close business or support our current clients.

Pros

  • Allows senior executives to report on pipeline and project statuses.
  • Allows consultants to manage projects and track their time
  • Allows all resources to manage their progress at the organization using work.com

Cons

  • Salesforce reporting is cumbersome though powerful
  • Companies will likely need developers and a release team to make changes to the platform. May increase head count for new users.
  • The UI is a bit dated.
  • Increased lead conversation with an integration with an MA tool
  • Increased retention with project status tracking
Salesforce is not an inexpensive tool, so it may not be right for all companies. You will need head count to support it and make the platform work for you. It is very customizable but it will require expertise to make those customizations.

Salesforce Sales Cloud Feature Ratings

9.8
Customer data management / contact management
9
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
9.0
Lead management
10
Email marketing
8
7.5
Task management
7
Billing and invoicing management
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Comments

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