Salesforce Improves Quote to Cash Busness Process
February 07, 2015

Salesforce Improves Quote to Cash Busness Process

Joseph Kubon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Unlimited

Modules Used

  • SalesCloud
  • Data.com

Overall Satisfaction with Salesforce.com

Salesforce is being used by both national and local sales teams as well as corporate users managing enterprise business processes.

Pros

  • Workflow and business processes
  • Integrations with services like D&B

Cons

  • Deployments/Release Management can always be improved
  • Availability of Data to Sandboxes is way too limited; should be able to move sample info even Developer editions.
  • We have been able to revamp the Credit Approval process and close the sales process faster.
  • We bring visibility to our A/R and Credit amounts in a single place to help manage the customer relationship by both driving more sales (when there is capacity) or better collections (when there isn't).
Find out about workflows for business processes. Big advantage for our in-house apps is we no longer have to bundle something like K2 with the .NET UI's. Everything is in one place.

Salesforce Sales Cloud Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
10
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
7
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
9.0
Case management
9
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
8.3
Forecasting
9
Pipeline visualization
8
Customizable reports
8
9.0
Custom fields
10
Custom objects
9
Scripting environment
9
API for custom integration
8
8.5
Role-based user permissions
8
Single sign-on capability
9
7.0
Social data
7
Social engagement
7
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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