Salesforce.com Review
September 19, 2017

Salesforce.com Review

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com

Overall Satisfaction with Salesforce.com

Within the organization, we use SFDC to communicate and track progress with our lead generation provider. We also use it to track all potential clients through the sales funnel process.
  • Track critical customer data
  • Project future success and potential revenues
  • Document interactions with potential customers
  • Document and plan next steps with potential customers
  • There is so much that it is overwhelming
  • Options are not always intuitive for the non-tech
  • As part of an overall solution where we outsource the lead creation, it has been fantastic and the ROI is strong
After looking at Dynamics, I believe that they are making large strides to compete with the Outlook integration and the social media options.
[It's well suited for] any opportunity where tracking customer data is strategically needed.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
6
Workflow management
6
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
5
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
7
Lead management
6
Email marketing
3
Task management
4
Reporting
4
Forecasting
7
Pipeline visualization
7
Customizable reports
7
Custom fields
7
Custom objects
6
Scripting environment
4
API for custom integration
4
Role-based user permissions
7
Single sign-on capability
8
Social data
4
Social engagement
4
Marketing automation
4
Compensation management
4
Mobile access
7