Whether you're a small business or an enterprise decision-maker, Salesforce.com offers infinite possibilities
October 05, 2015

Whether you're a small business or an enterprise decision-maker, Salesforce.com offers infinite possibilities

Irene Chivily Von Toussaint | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Data.com
  • Work.com
  • Partner Portal
  • Content

Overall Satisfaction with Salesforce.com

Salesforce.com powers our entire operation. By providing a channel for our lead generation efforts, a platform for our pipeline management, and a forum for the execution of the services to our customers, Salesforce.com is managing our processes.

We use Salesforce.com to stay in touch with our customers and manage our entire operation. We run our business using its reporting, without which we would need a labor intensive process to forecast our business.
  • Salesforce.com is easily customizable and offers the flexibility needed to manage all companies whether small or large.
  • Salesforce.com is always releasing cutting edge technology which affords small businesses with access to the same technological benefits as small companies.
  • Salesforce.com has become so widely used that it helps when hiring folks because in many cases they've had some exposure to the technology.
  • I'd like to see more flexibility with reporting (at not such a high cost). There are many dashboard products on the market which are free and offer better dashboard capapbilities then Salesforce does.
  • The focus on small businesses is still lacking. Understanding it's hard to scale, I'd like to see more vertical concentration in the small business area.
  • Along with more focus on small businesses, I think it would be really beneficial to Salesforce to have better focus on customer success as it related to small businesses.
  • Salesforce.com has contributed to a more efficient overall organization in particular lowering cycle times required by technology in the field and in finance.
  • Salesforce.com has played a large part in a formidable increase in our sales close rate.
  • Salesforce.com has dramatically increased our insight into our business.
Salesforce.com is by far the most versatile solution in the market. There are many choices, but none of them are able to solve as many business problems in totality as Salesforce.com is. Our organization is very disciplined in the sense of governance which is absolutely necessary in order to be successful with such a flexible tool. I have owned Salesforce.com implementations from >10 up to 14,000 users, and Salesforce.com offers the same amount of value no matter whether you're running a small business or expanding an enterprise globally.
It's still very weak on point of sale processes and simple finance processes, so I might discourage someone who needs a strong focus on either of those two things. Its seems like Salesforce.com could address these two areas very basically and solve a lot of problems for its small customers who don't have any strong ERP solutions.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
5
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
3
Quote & order management
3
Interaction tracking
7
Channel / partner relationship management
8
Case management
8
Call center management
4
Help desk management
4
Lead management
10
Email marketing
10
Task management
4
Billing and invoicing management
2
Reporting
2
Forecasting
3
Pipeline visualization
9
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
7
Social engagement
7
Marketing automation
7
Compensation management
4
Mobile access
7

Using Salesforce.com

Because there's no other comparable solution in the market which offers the same level of flexibility to customize. There's usually quite a trade off between easy and flexible, with Salesforce you get enough of both.
ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
Requires technical support
  • The ability to customize the system
  • The entire notion of opportunity management and forecasting
  • The hierarchies make it simple for businesses to manage their operational processes
  • It's particularly easy to report on the data even without reporting experience
  • Not very many complexities to speak of. There could be easier ways to upload/export data and perhaps there could be easier ways to manage workflows
Yes - It's not bad, but it's not the greatest. For companies with a lot of custom UI on the desktop versions, it's quite difficult to fluidly use the mobile UI.