SFDC Review
January 08, 2018

SFDC Review

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

Software Version

Professional

Modules Used

  • Chatter

Overall Satisfaction with Salesforce.com

SFDC is used by our entire company. It is used by our operations team to manage our clients' cases and day to day as well as by our sales team to track our successes and failures. Everything that happens with a prospect is traced in the system as well as everything that happens with a client.
  • Forecasting
  • Tracking
  • Document storage
  • If you don't have a lot of experience with it, it can be overwhelming.
  • We couldn't use it fully until we hired a couple people who do nothing more than manage it.
  • An easy to use manual would be helpful.
Well suited to forecast your sales.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
5