Salesforce: The Gold Standard
August 18, 2016

Salesforce: The Gold Standard

Ryan Trevino | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Chatter
  • Data.com

Overall Satisfaction with Salesforce.com

I've used Salesforce at every stop of my career and Salesforce has never failed to adapt to the needs of the organization at hand. I've seen Salesforce used in a strict sales environment as it was intended to be used, and fantastically at that. There is no better way to plan, carry out, and finish the deal that you're trying to put together. It has a very friendly user interface and it's easily configured to the type of sale your organization is looking to carry out.


From a customer service standpoint, the application holds up just as well in the sense that it allows you to take in any customer inquiry or issue and properly document the issue for the customer, make follow up plans to resolve the issue, and provide documentation for future reference.


From an post-sales/customer success standpoint, this is the perfect application to make sure that your customer is being properly onboarded, that they're meeting their success goals at each point in their first ninety days and beyond and their success will be a continued trend beyond those first ninety days.

  • Salesforce does a great job adapting to your organization and what you're trying to do. It's equally viable as a customer success, customer service, and sales tool.
  • Salesforce is a great tool for documenting anything you could want to or need to in your sales process.
  • Salesforce is incredibly intuitive and user friendly.
  • Salesforce integrates well with other tools.
  • Salesforce could be a little friendlier from a look and design perspective.
  • You often need dedicated personnel to administer the system.
  • Data imports can be messy if you're not that familiar with the system.
  • Salesforce has done a great job streamlining our sales processes and allowed us to reach out to more potential leads at a greater rate, greatly increasing our ROI.
  • Salesforce is great for modeling our current goals and objectives to keep our eyes on any potential deals that might fall through the cracks.
  • Salesforce has allowed us to build and carry out a model of customer success that allows us to retain our customers at a much higher rate through concentrated check-ins, noted goals and follow ups.
Salesforce is the 800 pound gorilla in the CRM room so let's face it, they're the gold standard. For the most part, they're the best at what they do in their corner and the only way you can beat them is by having a prettier looking product or catering your product to a particular niche that Salesforce isn't specially designed to cater to.
I legitimately can't think of a scenario where you can't at least make it passable for what you're trying to do in regards to what you want a CRM to do. Anything that involves sales, customer support, or customer success can be accomplished in this system. I guess, if you have an incredibly technical or niche oriented product, it wouldn't fit as well, so you'd probably need to look at Zendesk.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Lead management
10
Email marketing
8
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
9
Scripting environment
Not Rated
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
9
Compensation management
8
Mobile access
9