Great CRM software
Anonymous | TrustRadius Reviewer
Updated April 29, 2015

Great CRM software

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Modules Used

  • SalesCloud
  • Chatter

Overall Satisfaction with Salesforce.com

Salesforce is being used across the whole organization. Marketing uses it to post documents and data sheets for reference, and Sales uses it to keep track of contacts and opportunities. Since we don't sell directly, by logging each opportunity filed by end user, we are able to keep a level price playing field for all of our resellers. It also helps us manage our sales pipeline by knowing our potential and allowing us to follow up.
  • I think Salesforce does a great job of allowing reminders and notes to help with following up on contacts.
  • Chatter is a great way to communicate with coworkers through the portal.
  • Salesforce is very user friendly in all aspects and is extremely easy to navigate and find what you are looking for.
  • I have run into trouble with authorities on being able to edit certain things in our pipeline. It is something that I have worked with my IT department and may just be doing wrong, but some things are now sitting with incorrect information because I don't technically have the authority to change.
  • When more than one person is working on an opportunity, it has been helpful to see logged notes on conversations and what not so that each is educated in all there is to know. This leads to faster lead conversion and better sales.
  • By having a clear pipeline, we are able to reach out to opportunity owners and ask for status updates so that our potential number is as accurate as possible. This also helps us to follow up and stay current with all deals and hopefully win them.
  • Logging tasks and setting reminders allows employees to stay up to date with leads and be more efficient.
So far my experience only includes salesforce.com and SugarCRM. I definitely think salesforce is the better option because it is a lot more user friendly and customizable. I have not had any choice in which CRM software I've used, so I haven't necessarily chosen salesforce over SugarCRM, but I definitely would if I had the choice.
I have only used Salesforce in a sales type scenario, so I'm not sure what type of benefit it has to a different department. If I were to recommend to someone specific, I think it is extremely beneficial if someone is dealing with different clients and end users so they can use Salesforce to organize.

Salesforce Feature Ratings

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

Using Salesforce