I've drunk the Kool-Aid!
February 01, 2015

I've drunk the Kool-Aid!

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

Software Version

Unlimited

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Data.com
  • NOTE: Please add Performance edition as a choice...this is what we have.

Overall Satisfaction with Salesforce.com

Salesforce.com is being used across the organization, primarily by Sales, Customer Support & Marketing.
  • Integration with mobile devices - As a developer, I appreciate the automatic conversion of page layouts, etc... to mobile.
  • Opportunity management - like the ability to create sales processes against different record types.
  • User Access/Security - like Role based record sharing, Profile based permissions and the granularity of permission sets.
  • Premier support has been disappointing in the past. Although technical support is very responsive, they didn't have the actual answers to the problem or didn't seem particularly knowledgeable. Many times when I called in, they would regurgitate knowledgebase articles to me, that I'd already read. It seems that Salesforce has heard this feedback and is actively working to resolve the issue.
  • I wish SF1 were available for displaying the TEST environment. I am working on the new Sales Path functionality, but there is no way to visualize how this will actually look for users, until it goes into production. using the chrome extensions or /one/one.app does not display the new page layouts for Sales Path.
  • Why isn't Sales Path available for desktop, as well as mobile??? This is a major drawback and will likely delay our roll out of this functionality.
  • Lead gathering/qualification/conversion
  • Increased employee efficiency with flows/workflows/approvals
  • Increased accessibility for field staff via mobile platform
Salesforce.com is best suited for companies where there is a defined/adopted sales process. Although the tool works very well for operational groups, the sales group is really at the top of the data pipeline. Their adoption is critical for success, IMO.

Salesforce Sales Cloud Feature Ratings

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