Salesforce is the best CRM...period.
January 24, 2018

Salesforce is the best CRM...period.

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

Software Version

Professional

Modules Used

  • SalesCloud
  • Chatter

Overall Satisfaction with Salesforce.com

I implemented Salesforce for the sales unit at Commenco and we use it to manage our sales opportunities and pipeline. We also use it to push customer/account information to our quoting tool Quosal. The rest of the company is evaluating how other elements of the Salesforce product line can help manage accounting, service, etc...
  • Salesforce is the most flexible CRM that I have evaluated. I am constantly finding new and better ways to manage teams and sales.
  • Salesforce does a very good job of supporting our business. We do have the premier support plan and that allows me to get help any time I need it.
  • The Salesforce AppExchange is great! We have deployed many tools and utilities to augment our implementation.
  • The reporting side of Salesforce is a little limited for our use but I can take anything out to Excel so I am able to get what I want from the system.
  • Salesforce allows our management team to gain an understanding of our forecast.
  • Salesforce has streamlined the management of sales operations and therefore savestime and $ within the division.
  • Salesforce allows our people to work from anywhere in the world.
Zoho is working their way to being a decent CRM but it lacks many of the customization capabilities that Salesforce has currently. I also found that the support team with Zoho was very difficult to work with and they didn't understand what I was trying to accomplish. I have not had this experience with Salesforce.
Salesforce is well suited for companies large or small that need to manage customer relationships and new and existing customer sales processes. We are a technology hardware re-seller and I do not find the quoting tools within Salesforce to designed for re-sellers that operate in a buy/sell mode and where pricing fluctuates.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
Lead management
9
Email marketing
7
Task management
9
Reporting
7
Forecasting
9
Pipeline visualization
9
Customizable reports
7
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
9