Salesforce.com
December 10, 2015

Salesforce.com

Michael Owskey | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Chatter
  • Data.com

Overall Satisfaction with Salesforce.com

Salesforce.com is used as a CRM and marketing enablement tool. We use it to manage leads, accounts and create opportunities. Our accounting team uses it to manage our quoting and billing system. It is completely integral to everything that happens in the company. It is a very easy to use interface with a slick intuitive layout. Most people who have used a CRM tool are able to pick up the processes pretty quickly.
  • It is VERY easy to manage clients and where you are in the sales cycle.
  • It is easy for reporting to your managers or for your management team to get a quick pulse of your business.
  • It also helps to maintain a good marketing leads database.
  • Sometimes it is a bit clunky.
  • Chatter gets really in the way by the default layout.
  • It also tries to be a social media "thing" for your company, not sure why.
  • Faster lead conversion.
  • Better reporting tools and insight into the overall business.
  • Great reporting automation for lead management.
It is a bit expensive but it is the gold standard for CRM tools. I can not think of a better tool that you can purchase to manage your customer relationships or sales cycles any better. I also cannot understate how useful salesforce can be for your marketing department, it connects with a number of automation tools.

Salesforce Feature Ratings

Customer data management / contact management
6
Workflow management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
5
Quote & order management
6
Interaction tracking
8
Channel / partner relationship management
Not Rated
Lead management
5
Email marketing
8
Task management
4
Reporting
6
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
5
Custom fields
3
Custom objects
5
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Social data
2
Social engagement
1
Marketing automation
4
Compensation management
4
Not Rated
Mobile access
Not Rated