Beginning User Review
February 07, 2015

Beginning User Review

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Chatter
  • Account

Overall Satisfaction with Salesforce.com

SFDC will be used across all sales, operations, and marketing organizations across all regions around the world. Specifically SFDC will allow us to scale and collaborate on a global capacity and drive clear focus to enable performance and revenue growth. Collaboration amongst various teams and support groups is a key value add to drive both efficiency and effectiveness to our sales methodology process.
  • Collaboration with Chatter.
  • Allow open or closed visibility model.
  • Flexibility in reporting directly within the system.
  • Ability to add regional coverage model over the account site structure.
  • Wizard to request help from support organizations that may assist throughout the opportunity until closed.
  • Integrate with both Lotus and MS 365.
  • Too soon to advise
Collaboration and one platform globally.

What is your budget?

What needs do you have that your existing CRM infrastructure does not meet?

What resources do you have to implement this platform?

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
7
Workflow management
5
Territory management
2
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
2
Quote & order management
2
Interaction tracking
7
Channel / partner relationship management
2
Lead management
5
Task management
4
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom objects
2
Role-based user permissions
5
Single sign-on capability
9
Compensation management
3
Mobile access
8