Salesforce.com - The Best You Can Get
October 05, 2015

Salesforce.com - The Best You Can Get

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter

Overall Satisfaction with Salesforce.com

Salesforce.com is being used as an enterprise wide customer relationship management system. It was implemented primarily in order to comply with Sarbanes-Oxley for tracking bids, tenders and approvals. Secondly, sales could leverage each others relationships and activities across territories and boundaries by having visibility into their sales activities. As adoption increased, management could make better business decisions on customer buying habits based on the data that was input into the system.
  • As a previous Salesforce.com administrator, one of the best strengths for me is the ease of creation in Reports and Dashboards. Having used many other CRMs, no other compares to Salesforce.com as to how easy it is to create reports. Additionally, once you create a report or dashboard in Salesforce.com, the records are linked and a user can drill down to the specific record. That feature does not exist in any other CRM that I have used.
  • Flexibility to the user is another great strength of Salesforce.com. The user can customize their own views, reports and dashboards without having to request configuration.
  • The mobility of Salesforce.com allows the users the ability to perform the same functions they could perform from a keyboard and monitor but the user can perform these functions on the go.
  • Integration: Salesforce.com easily integrates with any and all applications.
  • I don't particularly like when adding an opportunity in Salesforce.com that you always have to save and add products which brings you into another screen. Users often complain about this extra step.
  • Salesforce.com has led to increased collaboration throughout the entire organization. We have better meetings, more effective communication, and our sales reps are more accountable.
  • Salesforce.com has allowed for better visibility into the sales rep's pipelines. Rather than managing sales activity via Outlook, everything is managed in Salesforce.com except for emails.
  • We now have better customer service and appear more knowledgeable to our customers. Since merging product lines, we were completely disjointed. Now that we log all of our contacts, meetings and opportunities into Salesforce.com, we share our sales intelligence across product lines. We are able to leverage one another's relationships and go visit customers to present another product line's offerings without appearing as if the left hand doesn't know what the right hand is doing.
NetSuite is easy to develop but the reporting is not as sophisticated as Salesforce.com. The records aren't linked and therefore the information is stagnant. SharePoint is convenient but it is not mobile like Salesforce.com and is not nearly as robust. Infor should not even be considered a CRM. It is built on Windows 3.1. There is very little reporting capability within the application itself. Everything has to be exported into Excel. Everything is painfully slow. Response time for support is quite slow.
I think that Salesforce.com is well suited for all. I think that it can be tailored for all industries and customized based on any user's requirements. I have worked in oil & gas, software, and now equipment rental. My husband works in multi-family flooring. All industries would benefit from using Salesforce.com.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
9
Single sign-on capability
10
Social data
9
Social engagement
9
Mobile access
10