Salesforce Review
October 09, 2015

Salesforce Review

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Data.com
  • Content

Overall Satisfaction with Salesforce.com

The entire organization uses Salesforce.com as our CRM tool and primary case management software.
  • Salesforce.com is a great tool for managing customers and deal information.
  • The reporting tool could stand to be a little more robust.
  • As our customer support system it provides a stable system to manage tickets and provide better customer service.
If your data structure is close to Salesforce.com (Leads, Contacts, Accounts,etc.) then it's the perfect tool even for strictly a database because of the built in features of those objects. However, if you are simply wanting a database, and your data structure isn't similar at all to Salesforce.com you may want to choose a different product. The flexibility beyond the current structure of Salesforce.com is awesome, but you still have the rigidity of those base objects which is tough to work around if you do not need them.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
3
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
6
Quote & order management
6
Interaction tracking
8
Channel / partner relationship management
7
Case management
9
Call center management
9
Help desk management
9
Lead management
9
Email marketing
2
Task management
8
Billing and invoicing management
4
Reporting
7
Forecasting
7
Pipeline visualization
8
Customizable reports
4
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Social data
6
Social engagement
6
Marketing automation
8
Compensation management
8
Mobile access
8