Choosing the right CRM...why it matters to me.
June 27, 2017

Choosing the right CRM...why it matters to me.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

Currently we are using it as a Dell partner. They provide a portal for us to load sales opportunities. Our entire sales staff uses it. I have used salesforce in the past with other companies I like because it provides a centralized console of information on my customers and prospects. It organizes it in a way that makes it easy to update new information that I can share with the rest of my team. It also gives me the ability to use this data in ways that help me fine tune my sales practice.
  • For my business salesforce gives us the ability to track and manage relationships and stay in touch with our customers.
  • It provides my sales team the tools they need to effectively track current and new opportunities to our customers.
  • It is a complete CRM package It is flexible, mobile, and fully customizable. It is easy to use and manage.
  • It is the number 1 platform in use today, its cloud based so we can access it from just about anywhere in the world.
  • They don't provide an on-premise solution has to be on their cloud.
  • The price that is quoted for the complete CRM package is per user, not per business. I have 7 sales people which makes the cost prohibitive for a small business.
  • Updates....when they do updates it affects everyone...all customers get the updates at the same time.
  • For my business it gives me the ability to have everything i need to manage my sales team in one place.
  • It gives me the ability to also collaborate with my vendor partners on a similar platform.
  • Even though it is expensive the benefits to my business are positive.
I have also used Autotask in my view there is little comparison.....SF is a more comprehensive product offering much more feature and functionality. Autotask is ok for a small business if the cost for SF is prohibitive. I believe SF has features that no other product could even come close to.
Salesforce is a great platform. If you can afford the price it has many features competitive products do not have. There is the ability to use the CRM to not only track current opportunities but also it has the ability to save considerable time doing things like manual data entry by streamlining and creating processes to accomplish these tasks. It also has the ability to do periodic data clean up to ensure the most current data is essential to a business. Historical customer data is a key component to my business. Keeping current data online gives me information I can use to analyze what my customers are interested in and how I can turn that into new opportunities.

Salesforce Sales Cloud Feature Ratings

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