Salesforce
September 25, 2017

Salesforce

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

Software Version

Unlimited

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

Salesforce is used by the sales and marketing teams to source and qualify new leads. It is also used to measure campaign effectiveness and calculate return on investment from the online and offline marketing efforts.
  • Reporting
  • Reminders
  • Opportunity Tracking
  • ERP integration
  • Segmented email
  • Marketing automation
  • Improved communication between sales and marketing
  • Better insights in to account based marketing programs
  • Highly targeted strategic account support
Salesforce is more robust than Insightly. It was selected for it's ability to scale.
Great for enterprise businesses. May be difficult to justify for smaller business.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
8
Workflow management
6
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
6
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
4
Lead management
8
Email marketing
3
Task management
8
Reporting
8
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
9
Custom objects
5
Scripting environment
5
API for custom integration
6
Role-based user permissions
6
Single sign-on capability
7
Social data
4
Social engagement
4
Marketing automation
8
Compensation management
4
Mobile access
7