Great
December 13, 2017

Great

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

Software Version

Professional

Modules Used

  • Force.com
  • Chatter
  • Knowledge

Overall Satisfaction with Salesforce.com

Currently, we are using Salesforce for showing data to CSR and also manipulating the data generating reports. It is Customer Support Representatives only. Earlier they were using Excel sheets and were doing manual work. We switched the client to use Salesforce and introduced them to the cloud environment,
  • Salesforce is the number 1 CRM currently
  • It helps generate leads
  • It is an effectively great case management tool
  • Sometimes I feel Salesforce documentation should be improved by providing boundary condition responses.
  • Many functionalities like having validation on date ranges is missing.
  • Salesforce could provide an IDE with autocomplete functionality.
  • It has a positive impact, it leads to creation of more projects from one client. It reduced the manual work. Now the client can use or work on mobile with the Salesforce mobile app.
Salesforce has immense support from the developer community. Its integration with third party API is very good.Most things are point and click and it's easy to use. Very little things require coding. There are other CRMs, but others don't have that much support. Also, all big companies are switching their legacy system to cloud and in cloud Salesforce is the #1 CRM.
Salesforce is suited for Case Management, generating leads and generating reports. It provides fields for various real-time scenarios like accounts, contacts, and contracts. It is very good in integration with other packages.The support team of Salesforcel.com is also good.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Lead management
Not Rated
Email marketing
Not Rated
Task management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
10
Mobile access
10