SFDC a solid CRM platform
February 09, 2018
SFDC a solid CRM platform
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- SalesCloud
- Chatter
Overall Satisfaction with Salesforce.com
[It's] Used to track all leads, contacts, and prospects for our sales org. It is being used by the entire organization, it addresses our needs for CRM and tracks our pipeline from inception to close.
- Account Management - able to structure account hierarchy
- Contact Management - able to track activity, offers, and pending tasks
- Visibility into all contacts in an account to make sure we don't send mixed messaging
- At times can run slow, this may be due to our internal customizations
- Limited options as a user to resolve issues, dependent upon others to fix problems
- Reporting is a bit confusing, not intuitive to create useful reports on the fly
- I'm in sales, I don't have any investment in Salesforce
- Helps me deliver on my bottom line by tracking customer information and assisting the sale
- It's a great CRM tool
ByDesign is a bit more nimble and user-friendly to a "sales" user. Reporting features were more intuitive and easy to design. SFDC is better as a pure CRM system. I haven't had enough experience from an admin perspective but as a salesman who has used both, I feel that SF is a bit clunky and has some lag where ByDesign was relatively snappy in the interface.