Salesforce from the user perspective
March 24, 2015

Salesforce from the user perspective

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

Software Version

Unlimited

Modules Used

  • SalesCloud
  • Chatter

Overall Satisfaction with Salesforce.com

Salesforce is currently being used across our sales organization and our company owned retailers to track leads and opportunities.

Pros

  • Easy to use
  • Easy to configure
  • Large user community support

Cons

  • Does not consider hours of operation of their customers when making support follow-up calls.
  • Increased visibility to the Sales Process to address issues and planning
While Salesforce is very configurable out-of-the-box, the AppExchange is a great resource of approved add-ons that expand the functionality to allow for more to be done. It is important to have a plan of how it will be implemented and a business owner prior to actual implementation.

Salesforce Sales Cloud Feature Ratings

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

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