The Wonderful World of Salesforce
November 14, 2017
The Wonderful World of Salesforce
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
- Force.com
Overall Satisfaction with Salesforce.com
Salesforce is used across the company as a point of reference, but the most concentrated use comes from sales, marketing and customer success. It addresses our need to have a one-stop shop for anything and everything regarding our customers. Whether it be product suites, business needs, metrics and anything contractual.
- Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
- Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
- Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
- Reporting. At times it's a little too robust, and can lack certain intuitive features, especially when it comes to filters.
- Drag n Drop. It would be great to be able to drag and drop a file directly into an Opportunity or Account.
- It's helped me keep a pulse on my customers, as well as organizing my engagements with them, thus reducing churn.
- Allows me to house all information and documents related to clients in one space, therefore reducing the need for multiple different products that lead to one end.
I have used Totango in the past to help manage my client base in the CSM world. While it's a great tool, and it's UI is very flashy, when it came down to it, it just didn't have the essential tools I truly needed. I wasn't able to send emails directly from my accounts, which made interactions harder to track.
Reporting is there, but it's nowhere near as robust as Salesforces. Lastly, at the time I was using Totango, you couldn't attach documents to an account, which you can imagine was a bit of an issue.
Reporting is there, but it's nowhere near as robust as Salesforces. Lastly, at the time I was using Totango, you couldn't attach documents to an account, which you can imagine was a bit of an issue.