SalesForce is flexible CRM
April 29, 2015

SalesForce is flexible CRM

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

Software Version

Professional

Modules Used

  • Chatter
  • Data.com

Overall Satisfaction with Salesforce.com

Salesforce was used in our Sales, Marketing, Account Management, and Support departments to manage the sales pipeline, customer information records, and support tickets. Lead data in Salesforce originated in Marketing; Sales then used the system during the sales cycles. Once a new opportunity was closed and won, Account Management would take over the record, and Support would later track any support tickets in the system.

Pros

  • Ease of customization.
  • Reports are excellent!
  • Integration possibilities with large AppExchange community.

Cons

  • Outlook integration.
  • Cost to implement API for custom integration is too expensive for smaller companies.
  • Improved visibility into the sales pipeline
  • Easier access to data across platforms (computer / mobile)
  • Improved tracking of customer service tickets
  • Microsoft Dynamics CRM,Sage CRM
SalesForce is a reliable system that offers a great deal of flexibility in terms of customization and connection to other systems like marketing automation platforms. There is also a great deal of flexibility in reports. Other systems tend to make customization more difficult, and don't pay as much attention to integration partners.
SalesForce is a hosted / SaaS solution, making it easier to deploy without adding to the internal IT burden of an on premise solution. The very large number of tools and applications that connect to SalesForce through the AppExchange make it ideal when looking to go beyond the basics of CRM while avoiding enormous costs. Its somewhat less capable Outlook integration can cause some grumble.

Salesforce Sales Cloud Feature Ratings

7.4
Customer data management / contact management
10
Workflow management
5
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
6
Quote & order management
10
Interaction tracking
8
Channel / partner relationship management
8
7.7
Case management
9
Call center management
7
Help desk management
7
6.0
Lead management
8
Email marketing
4
9.5
Task management
9
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
8.7
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
6
Not Rated
Role-based user permissions
Not Rated
4.5
Social data
4
Social engagement
5
10.0
Marketing automation
10
Compensation management
Not Rated
8.0
Mobile access
8

Comments

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