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.