Is Salesforce right for you?
February 10, 2015

Is Salesforce right for you?

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Knowledge

Overall Satisfaction with Salesforce.com

Salesforce helps us to develop stronger relationships with our volunteers by creating a simple and seamless experience. Salesforce allows us to reach out to more members, as well as provide customer support through Communities. It also allows us to maintain record in one centralized location.
  • Enables Easy Customization.
  • Allows you to customize the Salesforce platform for your business needs with easy to use wizards.
  • Promotes customer relationships through Communities
  • Provides great support resources.
  • Allows you to easily search for answers to questions you might have through Salesforce forums, Q&A page, and cases.
  • Better integration with Outlook and other email platforms. Salesforce for outlook constantly has bugs that makes it difficult to use.
  • Salesforce reporting is limited and difficult for end users to create, customize, and use. Even day to day reports needs to be created by an experienced admin who understands object relationships and the Salesforce schema.
  • Improved customer support through Cases and Solutions
  • Faster lead conversion through automated workflows
I am not familiar with other CRM platforms, therefore I cannot compare how Salesforce compares.
Salesforce is a great product. However, companies that are thinking about adopting Salesforce as a CRM system should evaluate the cost involved. It is an expensive platform that will require an experienced administrator that can support it full time, as well as possibly a developer to customize it.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
7
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
10
Quote & order management
9
Interaction tracking
Not Rated
Channel / partner relationship management
8
Case management
10
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
8
Task management
7
Billing and invoicing management
8
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
4
Social engagement
4
Marketing automation
8
Compensation management
Not Rated
Mobile access
6