Unparalleled Sales Tool
Updated February 03, 2016

Unparalleled Sales Tool

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

Software Version

Professional

Modules Used

  • SalesCloud
  • Data.com

Overall Satisfaction with Salesforce.com

Sales forecasting/pipeline management, contact management, task management and overall collaboration tool with executive management.
  • Very easy to build custom interface to meet unique demands of our sales process
  • Easily integrates with 3rd party campaign management solution to drive leads
  • Reporting provides insight that management had never had prior to having Salesforce.com
  • Integration with MS Outlook still lacks robustness. I'm really surprised that in all the years that I've been using Salesforce.com, the general rule of thumb is DO NOT install the MS Outlook integration because it messes everything up. Why can't you have a simple "Export to Outlook" for an individual contact and visa versa? The perception is that Salesforce doesn't want the data to go outside of their own database, so they make it hard. There really shouldn't be any threat of that. BTW, you should also do this for Apple Contacts and Google Contacts
  • For years I've requested that the most recently used reports show up in the "Recent Items" list, but for some reason, they still don't show up. How hard is that?
  • Allow Administrator to define colors for each individual rep in order to have consistent dashboard reports. Today you can do that for picklists, and I can see where the sheer number of reps could make that unfeasible, but for small to medium sized companies, it would be a very nice feature.
  • We have not quantified the ROI, but the best testimony came from our CEO this past week when he told the salesforce to get used to using Salesforce because it is never going away.
  • Insightly,SalesLogix,Siebel
No comparison. Insightly is ok for very small sales organizations if their sales process is relatively straight forward.
Not really. I used to think that Salesforce was only a small to small enterprise level solution, but today, I believe it could be used across a large enterprise as well.

Salesforce Feature Ratings

Customer data management / contact management
10
Workflow management
7
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
9
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Task management
7
Billing and invoicing management
Not Rated
Forecasting
10
Pipeline visualization
9
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Single sign-on capability
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated
Mobile access
7

Using Salesforce.com

6 - CEO, VP Sales, Sales, Marketing

Salesforce Implementation

  • Implemented in-house
CE Management out of Carmel, IN

Using Salesforce

Given the flexibility of the architecture, Salesforce can support virtually any organization's sales process. While there are a few areas in regards to mass changes that could be improved, overall it is hands down the best sales force automation solution available.

Salesforce Reliability

I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.