Salesforce - BOOM!
October 09, 2015
Salesforce - BOOM!
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
- Chatter
Overall Satisfaction with Salesforce.com
We at Clean Energy Collective use Salesforce in multiple departments; however, it is used daily within our Residential and Commercial Sales Department as well as the Marketing Department. It allows us to collaborate among the departments using Chatter and real time data. The reporting and dashboard functionality is a powerful tool that allows us real-time insight on our sales and marketing leads.
I recommend Salesforce to anyone, whether it's a small start up business to huge corporations. I wouldn't use any other CRM!!
I recommend Salesforce to anyone, whether it's a small start up business to huge corporations. I wouldn't use any other CRM!!
- Reports and Dashboards - Real-time data at your fingertips
- Chatter- eliminate emails and missed communications. Chatter allows all users to collaborate on one single record whether it be a lead, account, contact, opportunity, etc.
- Flexibility - Building on the force.com platform is very powerful with endless setup and configuration possibilites
- Activity Object - Needs to be more open to setup and config. This object is very limited in what you can do in the back end
- Forecasting - Not all companies use currency to measure Forecasting. Our company uses kilometers, megawatt, watts for forecasting. This would help tremendously in our company
- Lead conversion is a must in our Marketing department. This allows the Team to review where their money is well invested.
- As we evolve and grow as a company, business processes change. Salesforce is so powerful, that I can easily reconstruct the setup and configuration in the back end or create a whole new sales processes in a matter of minutes or days. Once I flip the switch, its live to all users and in return, Users are more efficient with their daily tasks.