Awesome Tool for any User!!
October 02, 2015

Awesome Tool for any User!!

Matthew Byler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Unlimited

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Data.com
  • Content
  • Knowledge

Overall Satisfaction with Salesforce.com

We currently use Salesforce.com internally to manage sales and service. We also implement Salesforce.com for other companies both big and small. In our instance we also use the Chatter feature to collaborate, share files, share news info, and share new ideas and implementation strategies. We also use Salesforce.com to provide support for all existing clients.
  • Usability. Salesforce.com provides many different platforms and tools that make it easy to implement into any business model. Even some of the more difficult requirements can be accomplished with the use of customized code and triggers.
  • Data Quality. Salesforce.com provides a data duplication check when uploading information into the system making it more efficient and less time consuming for the end users to manage their accounts, contacts, and opportunities.
  • User Interface. The Salesforce.com user interface can be customized to fit your desired image. It is also very user friendly and consistent across all pages in the tool, making training and user adoption a breeze.
  • Reporting. The Salesforce.com standard reporting tool is lacking some functionality that you can find standard in many other tools. The option to allow a SQL interface for individual users would greatly improve this functionality.
  • Dashboards. While the Salesforce.com dashboards are nice and can be customized to a certain extent, there is plenty of room for improvement on the interface, different graphs, and usability across multiple objects.
  • Collaboration on a sale has become much more integrated between our sales, implementation, support, and management teams.
Explain the reporting capabilities and expectations.
How does my current system relate to the Salesforce Account Contact and Opportunity structure?
Key differences when using Sales Cloud or Service Cloud vs Force.com Platforms?
How quickly can we set up Integration and external system data management?
How intuitive is the territory management and user maintenance?

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
8
Task management
10
Billing and invoicing management
10
Reporting
5
Forecasting
6
Pipeline visualization
6
Customizable reports
6
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10