SalesForce - good platform, but too complex and time consuming
February 22, 2018
SalesForce - good platform, but too complex and time consuming
Score 6 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce.com
My company uses mainly Microsoft Dynamics, but the team that works for Google uses Salesforce. It is the main CRM system that helps distribute the qualified by our company opportunities to the Google Field Sales Reps. We keep all client interactions logged into the system, for an easier overview of the whole accounts and separate contacts within accounts.
- When you disqualify a contact/lead in SalesForce, it does not disappear so you can always revise your action. Not the case with Dynamics.
- More information fits on one page, so you do not have to open 10 subwindows to get to the content you wish.
- The search function can show you everything on a specific company that is in the system, other CRM platforms lack this function.
- It would be great to have an overview of opportunities related to an account even if they are not related to the currently reviewed contact.
- Logging an activity takes too many actions, at some point the conversation itself is shorter than the process of logging it after.
- SalesForce helped us move the qualified prospects forward to the Field Reps in order to close the deals
- We used additional tool in order to see who exactly is going to take over a lead, in SalesForce we could not see that which was problematic when we needed to set up a follow-up call
- The platform is very rich on features, which at the same time makes it very admin demanding and time-consuming
- Dynamics CRM and SugarCRM