1. Home
  2. Customer Relationship Management (CRM) Software
  3. Salesforce Sales Cloud Reviews
  4. User Review of Salesforce Sales Cloud
Salesforce.com Review
February 02, 2015

Salesforce.com Review

Jessica Rush | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Salesforce.com

Salesforce.com is used by my organization to store customer data, sales opportunities, and past subscription data. It is used by a large portion of our organization and if maintained properly, can be very helpful and informative. Through Salesforce.com, we have a snapshot of each customer profile. We can easily see what has happened through the life-cycle of the customer, including any risk that may be involved at the renewal of the subscription, or any pending sales opportunities that have not yet been closed.
  • Salesforce.com is incredibly multi-faceted and is great for storing large amounts of data in a way that is cohesive and well-organized.
  • The reporting feature on Salesforce.com is incredibly useful. Through the use of custom reports, you can generate almost any combination of information imaginable.
  • Salesforce.com is not the most user-friendly product. While it is not terribly hard to learn, it is not very intuitive for new users.
  • The "chatter" function in Salesforce.com can be useful, but can make a user profile look cluttered. It can also be difficult to pinpoint what is useful information after several years worth of chatter, so it could perhaps be better organized.
  • Salesforce.com has given all of our departments much better insight into what is happening or has happened throughout the life cycle of the customer. For instance, I have the ability to see cases created by our support department which gives me better clarity into the health of the customer or challenges they might be facing. This information is easy to find and is very helpful during their renewal. Further, I can see any open sales opportunities and this gives me the chance to work with our sales team to not only renew, but renew for a larger deal. It is an extremely concise way to store data for all the touch points we have with a customer.
One important question to ask yourself during the selection process is whether or not you need such an extensive database. For example, while Salesforce might be extremely useful for a medium to large sized business, it might be over kill for a small business. There are certainly aspects of Salesforce.com that aren't utilized even within a larger company, so I can imagine that a system this large may be unnecessary for someone operating a small business.

Another question to ask is whether or not you company can delegate an individual to be a Salesforce.com administrator. In my opinion, the sheer breadth of functionality within Salesforce.com makes it necessary to have at least one person within your organization who knows the ins and outs and can assist when needed.

Salesforce Sales Cloud Feature Ratings

6.9
Customer data management / contact management
8
Workflow management
7
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
7
Quote & order management
7
Interaction tracking
6
Channel / partner relationship management
7
7.0
Case management
7
Call center management
7
Help desk management
7
7.0
Lead management
7
Email marketing
7
7.0
Task management
7
Billing and invoicing management
7
5.7
Forecasting
5
Pipeline visualization
6
Customizable reports
6
7.0
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6