Enables better businesses; many fail to implement successfully.
January 30, 2015

Enables better businesses; many fail to implement successfully.

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

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

Salesforce is used across the organisation to manage sales pipeline, performance manage sales teams and to hold and segment data for mailings.
  • Automated workflow saves time
  • Fields and templates ensure best practice by salespeople
  • Wide range of plug-ins available
  • Very high degree of customisation
  • The complexity is more than most organisations need, or can usefully deploy, meaning most companies use a fraction of what Salesforce can do
  • It is not intuitive and requires either intensive training, or many years' experience to master
  • In reality, success is dependent on a strong, skilled Salesforce administrator. If this person leaves...God help you.
  • Prevents lost leads
  • Enables focused targeting of marketing and sales activity at the correct stage of the funnel to meet business objectives / targeting by segment
  • Enables performance management of telemarketing, telesales and sales teams
Salesforce offers the best integration to marketing automation platforms and is the most widely used platform, increasing the likelihood that staff will have used it before in previous roles. It offers more functionality and that appeals over alternatives, though the truth is no one uses Salesforce broadly enough to see the value that they could. That's not Salesforce's fault!
Ascertain how much of Salesforce you will actually be using. Negotiate training for all users, and especially for anyone who will be acting as administrator. Negotiate many hours help in setting up the system and importing data.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
6
Workflow management
7
Territory management
1
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
Not Rated
Quote & order management
8
Interaction tracking
3
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
5
Email marketing
2
Task management
7
Billing and invoicing management
7
Forecasting
6
Pipeline visualization
10
Customizable reports
8
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
5
Single sign-on capability
6
Marketing automation
10
Compensation management
Not Rated
Mobile access
7