Salesforce is the only CRM tool to consider.
January 30, 2015

Salesforce is the only CRM tool to consider.

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

Software Version

Enterprise

Modules Used

  • Chatter
  • Data.com
  • Marketo Plugin

Overall Satisfaction with Salesforce.com

Salesforce is used by many groups including sales, marketing, sales operations, accounting and customer relationship managers to track sales opportunities across the sales cycle and then for account management for our customers. It is also used as our primary reporting tool in sales and marketing.
  • Integrates very well with our marketing automation tool, Marketo.
  • Customization of our process
  • Reporting/Dashboards
  • Training for cross-functional teams.
  • If process is not established at the organization level then information is easily mucked up.
  • Better visibility into the pipeline
  • improved sales to marketing process
SFDC is FAR BETTER than Microsoft Dynamics. But also, MS was free. So I get what you pay for.
Integrations to other tools, training, getting started, data integrity

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
8
Workflow management
6
Territory management
8
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
7
Interaction tracking
7
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
9
Compensation management
Not Rated
Mobile access
4