SFDC Prints Money for Businesses
Updated April 29, 2015

SFDC Prints Money for Businesses

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

Software Version

Professional

Modules Used

  • Chatter
  • Data.com

Overall Satisfaction with Salesforce.com

We use Salesforce throughout the sales and account management process. Marketing handles the leads category, sales when the become contacts, and then Account Managers once they are signed. The entire organization has access to SalesForce, and you can even see logged tasks from the CEO. This is extremely helpful because it shows a dedication and value of good data. In terms of business problems it addresses, it helps organize a scaling sales organization, while allowing for management and finance to properly forecast revenues multiple terms in advance.
  • Consistent contact with high-value prospects. Keeping a sales staff organized is the highest value for day-to-day users. No longer are spreadsheets used
  • Allows for the logging of important actions. All accounts activity can be logged and tracked, allowing for markeitng to run success metrics and create lead scoring to improve roll of cold-calling team.
  • Makes me hit my goal. I think this is the most important aspect of Salesforce. It allows me to exceed my quota and that is what makes a happy sales team and company.
  • Organization of Salesforce at the lead level, not account, are very difficult. You cannot create umbrella with leads.
  • Poor integration with email providers. I am consistently underwhelmed due to the lack of email plug-ins with Gmail.
  • SFDC can get out of control. If there isn't a grown-up in the room to actively manage and police it, it can get out of control and lose its value
  • Postive impact: Our enterprise sales team of 20 AE's has been able to effectively scale and stay organized based on SFDC organization.
  • We often have customers/prospects complementing our sales team on being thorough and not dropping the ball on opportunities.
  • I do not have the exact numbers, but I am sure that because of SFDC organization, our company makes millions in revenue that would otherwise be lost due to inaction.
Salesforce has been the only CRM tool in my career. But I love the tool and would select it 10/10. It has numerous different access points and plug-ins, and, being an admin at my old company to a salesperson at my new company, I miss the ability to go into the app store and download new plug-ins to try.
I believe that SFDC is well-suited for any sales organization. It allows for Marketing, Sales, Client Services to work off of the same Software. In moving companies a couple of months ago, I saw the difference between a well organized and clean SFDC and a messy one. Showing up on day 1 with a clean Salesforce, allowed me to achieve 300% of quota in my first quarter and have 6x pipe 1 month into my second quarter.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
8
Workflow management
6
Territory management
4
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
9
Quote & order management
8
Interaction tracking
10
Channel / partner relationship management
3
Case management
6
Call center management
6
Help desk management
5
Lead management
10
Email marketing
10
Task management
8
Billing and invoicing management
5
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
7
Custom objects
7
Scripting environment
4
API for custom integration
9
Single sign-on capability
8
Social data
4
Social engagement
4
Marketing automation
8
Compensation management
9
Mobile access
7

Using Salesforce

Tracks, reports, and makes me money