Salesforce is a Great Integration Tool
October 17, 2017
Salesforce is a Great Integration Tool
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Chatter
- Content
- Egnyte for salesforce, Emailing links for Egnyte files directly through salesforce
Overall Satisfaction with Salesforce.com
It is being used as a CRM platform for our entire organization. We use it as a means of interoffice communication, as well as sending vital information to third parties using secured links to files in Egnyte via the Salesforce platform. It's an excellent means of intradepartment communication and allows ease of access to vital information for every department in our office.
- Chatter. I believe the chatter feature is vital, it allows employees working from home to accurately and efficiently convey information to employees working in the office.
- Egnyte built in features: It is huge to be able to review critical files while simultaneously being able to make and communicate decisions to others in the firm all on the same screen.
- Tasks features: I live in tasks. It is infinitely easier for me to have a running task list then in it to go back and forth between salesforce and a third party Calendar app
- File Storage: When storing files directly in Salesforce, I have experienced confusion and difficulty attempting to retrieve them.
- Email feature: When emailing a request to another user via the salesforce email feature, it would be beneficial to have a direct link to that client page in the email being sent.
- The Kanban feature: I would love to see the ability to sort in to the Kanban style filter for all opportunities, not only for files that I am listed as the owner of.
- Streamlined processes
- Limited things falling through the cracks
- Increased ease of visibility across firm
Salesforce is excellent in conjunction with them. I have not used or review a direct SF competitor, but I know a good bit about the options and software that can be used with salesforce. I really like salesforce because it is essentially whatever you make it. If you work in any industry, it is likely applicable to what you do.