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 $$$

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
It is well suited for a sales team if you want to keep track of leads and not have anyone call on duplicated accounts. I think it's a little less appropriate for contacts you are only going to call on once. I think it's more suited for those in the long run where you can store your notes and contact information along with reminders for further use.

Salesforce Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Lead management
10
Email marketing
9
Task management
10
Reporting
10
Forecasting
7
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
6
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
7
Compensation management
10
Mobile access
10

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.
We've had a great ROI since going with SalesForce. It allows us to easily record contact information and keep track of meetings, emails, phone calls, and other activities. It is easy to use and allows a clean way to keep track of everyone in the sale's department's leads and who they are calling on and how it went.

Salesforce.com Support

I think their support is excellent but it just takes a little time to hear back when you have to submit a case. I think we should be able to chat live without having to upgrade our account. Once they respond, their timely response is great but they follow up a lot.
ProsCons
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.