SalesForce is the best tool for keeping track of your leads and making $$$
October 20, 2017
SalesForce is the best tool for keeping track of your leads and making $$$
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce.com
We use SalesForce across the entire sales department to keep track of our leads and store contact information. It solves the problem of duplicating accounts and having more than one rep call on the same company which is embarrassing. A rep is able to easily search the database to see if it is already logged and being called on.
- Allows us to create follow ups so we remember to call on certain accounts.
- Allows us to see who is being called on already so that we do not double up.
- Allows us to capture much needed contact information.
- Allows us to log all of our activities and store notes for each.
- I think that they should allow more features to be available without having to upgrade, for example privatizing leads.
- I think they should have an easier way to contact support for standard users such as live chat instead of submitting a case.
- I think that they should make it a little easier to merge the software with programs such as Vertical Response.
- Being able to set reminders allows us to not let a potential customer fall through the crack. Follow up, follow up, follow up.
- Being able to look back on your notes allows you to better communicate with the customer and treat them as if you remember their needs well which in turn results in them trusting you to do business.
- Being able to export e-mail address of contacts allows us to integrate with our e-mail software and broadcast marketing messages which results in more business.
When it comes to keeping track of your leads as well as follow ups, there is none better than Salesforce in my opinion. It is extremely simple and easy to use which is why we chose to go with it. Plus it has many more features which allows better data management.
Salesforce Sales Cloud Feature Ratings
Using Salesforce.com
10 - They are all in our sales department, marketing department or customer relations department. Customer service members use the tool to record leads but it is the sales department that works with the leads and records all of the activities and follow ups. The marketing department uses it to extract email addresses and broadcast emails.
4 - Four of our users are in house. They are the members of customer service, marketing and customer fulfillment. The other members are part of our sales team and are on the road. They mainly use the mobile version of the app while everyone else uses the desktop version to record leads.
- Logging contacts for key accounts in our company
- Being able to extract email addresses of prospects and accounts to broadcast important announcements or promotional material
- Keeping track of leads so as to prevent more than one rep calling on a similar account.
- We use it put where the lead came from....website, social media, etc. so that we can further efforts in that direction
- We are able to insert the top three opportunities for an account which allows us to easily export where our efforts need to be.
- Allows us to keep a customer and product profile/description we can easily reference.
- Can move to more of an electronic approach...quickly exporting email address and doing more email marketing.
- Using the chatter section to quickly communicate internally.
- Using it to assign specific contacts obtained internally to our external reps.
Salesforce.com Support
Pros | Cons |
---|---|
Quick Resolution Knowledgeable team Problems get solved Kept well informed No escalation required Support understands my problem Support cares about my success Quick Initial Response | Poor followup |
No - We do not as the help that we require does not usually need an immediate response. We try to keep our budget on the lower side and don't use support all that often to need to pay for it. We maybe use it once a year if that and it's for a simply question.
They were able to walk me through how to combine numerous contacts into one account that were already established. They really took the time to walk me through it and then called and waited on the phone until I did it with them. They then followed up later on to make sure I didn't have any other questions.