Looking to manage your business data? Salesforce.com is a great solution, just be patient.
February 02, 2015

Looking to manage your business data? Salesforce.com is a great solution, just be patient.

Jennifer Reid | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Chatter
  • Partner Portal
  • Content
  • Knowledge

Overall Satisfaction with Salesforce.com

Currently, Salesforce.com is being used for two main functions within our organization. The first function is that it serves to provide lead organization for a specific line within our business. The second (and most significant use) is to organize data we collect on dealers participating in our Rewards Program. This allows us to be able to drill down the data we are receiving through the participants so that we are able to efficiently use it within our business.
  • I believe Salesforce.com makes it very easy to customize every single item on its site. The high customization allows us to alter and shift in whatever direction we need to as an organization.
  • Salesforce.com has fabulous customer support. I can either email, chat or call and have an answer extremely quickly. The customer support is also very efficient. Everything I ask is noted down so if I am passed to someone with more knowledge, they already have the problem I called about... There's nothing I hate more than repeating myself over and over.
  • Salesforce.com, in general, although very complex with its features, is relatively easy to learn. I personally purchased 'Salesforce.com for Dummies' when I began using the program and because of how intuitive the interface is, I used my book twice. I was, and still am, quite pleased.
  • The biggest complaint I have about Salesforce.com is regarding how slow it is. Yes, we have over a million records within the system, but it is incredibly difficult for me to run reports covering our entire program without receiving the 'Your Request Has Timed Out' message. This is one of the most frustrating things about Salesforce.com I've encountered. When I contacted customer support regarding this and they stated that is just the way Salesforce.com works.
  • Although Salesforce.com is relatively easy to learn, I will have to admit that it takes some serious rolling up of the sleeves and getting dirty to do so. I spent 8-10 hours a day, 5 days a week on Salesforce.com testing, reading and learning how to use its functionality. I felt very comfortable using it only after roughly 3-4 months of this. At times, it was excruciating.
  • In our case, Salesforce.com has had a very positive impact on our lead organization and conversion. With a group of regional managers spread across the world, this system has helped keep everyone on task as to what the goal is and what they need to do in order to attain that goal. It's ensured we don't miss out on an opportunity.
  • Salesforce.com has also assisted us greatly in understanding our dealers and their employees. We receive feedback through the trainings they take and the products they purchase. This knowledge is invaluable to our organization. Ultimately, the better and more thoroughly we know our end user, the more successful we can be.
I do, truly, believe that in our case and for what we are using it for, it is well suited. Organizing the mass data we have around our dealers and participants through the Rewards Program is of high value to us and Salesforce.com does allow us to do a good job at doing so. Yes, reporting in some cases is a pain, but overall, the ability to organize dashboards and make our data more visual to everyone across our organization is essential.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
8
Workflow management
7
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
9
Case management
10
Call center management
10
Help desk management
10
Lead management
9
Email marketing
6
Task management
7
Billing and invoicing management
7
Forecasting
7
Pipeline visualization
7
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
8
API for custom integration
9
Single sign-on capability
9
Social data
7
Social engagement
7
Marketing automation
8
Compensation management
8
Mobile access
9