SFDC Review
August 23, 2017

SFDC Review

Brent Borgersen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

Salesforce is being used across our entire organization. We use it to track new leads and opportunities, forecasting, and closing business. We find the reporting tools very useful as well. At a company this large, having everything in a centralized location with assigned people for accounts is absolutely critical. Can't imagine not having Salesforce.
  • Tracking opportunities and closing deals.
  • Having new leads and contacts to generate more pipeline.
  • Ability to pull reports.
  • Our Salesforce is extremely messy, due to the large number of accounts. The ability to eliminate duplicate accounts easier would be helpful.
  • Confusion about working out of leads/contacts.
  • Reports aren't always accurate.
  • We are able to send contracts for signature directly though Salesforce.
  • I am not spending as much time tracking down previous agreements or contacts for a company.
  • We can forecast our deals with much more accuracy.
Salesforce is the only CRM I have used, so I do not have much insight to how it compares to other CRM's. With that being said, Salesforce is the industry standard for a reason. The complaints I have about the product are acute compared to the benefits I receive daily.
I obviously only use Salesforce for sales purposes, so my scenarios are all based around that. Every company should be using Salesforce for B to B sales. It is even applicable for some B to C sales as well. It is a perfect fit for the entire sales process from start to finish.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
6
Lead management
10
Email marketing
9
Task management
9
Reporting
9
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
8
Marketing automation
10
Compensation management
9
Not Rated
Mobile access
Not Rated