Much more than a CRM for your company!
October 13, 2015 Much more than a CRM for your company!

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

Software Version


Modules Used

  • SalesCloud
  • Chatter
  • Content

Overall Satisfaction with

We're using as a CRM solution and also we've developed some applications over the platform. We've implemented Salesforce as a global solution for our main division and it currently serves our 4 main regions (North America, South America, Europe and Asia Pacific). We have also implemented different orgs for smaller divisions.
Mainly we're using as a CRM tool to track opportunities and provide a 360 view of the customer to our Sales Reps. We are also running some processes natively on the platform like sample requests and marketing share info. We have integrations with legacy systems, so we can concentrate customer information into a single platform.
  • Opportunity tracking: It makes the process very easy by leveraging all the standard features of
  • Collaboration with tools like Chatter and Content: Chatter really changed the way our users communicate and it's a new paradigm that is capable of replacing, reducing email usage.
  • Easy to customize and implement any custom process: The platform makes very easy to create tables and entry forms to support any custom process not standard in
  • Analytics: The engine is very powerful and enables the users to create their own reports and dashboards.
  • Price management: The standard module is quite simple and does not allow to track rebates.
  • Salesforce1: The mobile UI is getting better with each release, but it's not there yet in the sense there are things that you cannot do on it.
  • Lightning components: When developing for the browser and using Visualforce, automatically manage the look and feel of the screens. This is not yet the case when developing mobile applications under the Lightning platform. The styles and style sheets must manually specified for each element.
  • Standardization of processes across regions and divisions: Before each region/division was running it's own process and it was hard to consolidate reports. After implementing, we set a consolidated process and it was very easy to bring on additional sites.
  • 360 view of the customer: With it was very easy to integrate with our legacy systems, and consolidate all the information related to an account in one place.
  • Analytics engine: The engine is very powerful, and empowers users to create their own reports and track their own things.
  • Chatter: It opened new levels for internal communication and decrease usage and dependency on emails.
For some processes you might take into consideration that requires some time setting and customizing the processes, like i.e. live agent, the chat solution cannot be used out of the box, you need to dedicate some time to the branding and options. The same applies to the customer and partner communities (portals). But on the other hand, I can assure you that the tool is much more powerful and customizable than other third party solutions.

Salesforce Feature Ratings

Customer data management / contact management
Workflow management
Territory management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Quote & order management
Not Rated
Interaction tracking
Channel / partner relationship management
Not Rated
Case management
Call center management
Not Rated
Help desk management
Not Rated
Lead management
Email marketing
Not Rated
Task management
Not Rated
Pipeline visualization
Customizable reports
Custom fields
Custom objects
Scripting environment
API for custom integration
Role-based user permissions
Single sign-on capability
Social data
Social engagement
Marketing automation
Compensation management
Not Rated
Mobile access


1400 - Sales: All our sales people across the globe use opportunities to track the pipeline.
Marketing: They run campaigns and create leads on
Customer Service, Technical Sales, Inside Sales: They use the information related to our customers (360 view), they also create contacts.
Finance: They are involved in some approval processes, particularly when related to prices.
4 - Business Analyst
Technical Lead
  • Pipeline tracking
  • Case management
  • Sample requests
  • Market Share: Calculate the market share for our current accounts.
  • Sample Requests: We created a custom process that manages requests from our Customers
  • Customer Scorecard: We created an automated scorecards that calculates metrics based on information coming from legacy systems.
  • Customer service with CTI integration
  • Partner portal
  • Managing of rebate contracts
Right now is fulfilling our needs and it also has a lot of room for improvements and future enhancements. We also invested a lot of time and resources developing tools for the platform, so we don't see that we're going to move or consider another CRM tool in the near future. Support

It usually takes time to get escalated (a couple of days) and the first level of support is not good at all, most of their responses are from a script and sometimes they don't even know what they're saying. We're 3 experienced people supporting our instance, so when we go to support is because we really need it and it's something we cannot take care ourselves.
Quick Resolution
Good followup
Problems get solved
Kept well informed
Support cares about my success
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
No - Frankly, we don't have a good experience with traditional support, so we don't think premium support will do much better. Also premium support is expensive, and the contract has a lot of limitations where the premium support cannot touch your instance or customizations. i.e. they cannot make any modifications to any code you have, even if it's not running well.
Yes - Yes, it took some time so they could understand the bug and I went past the first level of support. Then I worked with an experienced technician and the issue got solved really fast (I was surprised about this because most of the times it takes some time for Salesforce to address things, and this one was a bug on their side)
Usually when the request is simple, like enabling a feature, there's no delay and addresses the issue really fast.


Most of our users love the tool, and they are asking to include additional processes and thing into it, even if they currently have another application to fulfill the need, they ask if we can move it to
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Find things: Salesforce has a global search box that makes it easy to find records and documents.
  • Update information: You can access the system with a browser on any mobile device. It also has its own mobile application that simplifies the task.
  • Run reports and dashboards: Its analytics engine is very powerful and it runs on all platforms as well.
  • Multiple updates: when updating multiple data at once (like prices), the UI seems not to be the best options, but usually its integration features (i.e. with Excel) help a lot on these user cases
  • Some custom features we built (like the generation of a PDF), they need additional effort to make sure they run on the mobile platform, so they are not available (yet) on it.
Yes - The mobile application performs really well, but the thing is that not every feature works on it. Also customized thing you had built, most of the time they need additional work so they can be accessed on the mobile platform. The good thing is that is continuously updating and improving the mobile applications, so it adds new functionality and enhancements in every release.