Salesforce is a great CRM
March 01, 2018

Salesforce is a great CRM

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter

Overall Satisfaction with Salesforce.com

I use Salesforce every day as my CRM. It helps me to keep all my contacts in order. Plus I can run reports on different campaigns I may be working on. My whole team works on the SFDC CRM which is great because the product we sell (Sage Business Cloud Financials) was built natively on the Salesforce platform.

Pros

  • Reports
  • Reminders
  • Organizing

Cons

  • Easier to use
  • More streamlined
  • Our team depends on a good CRM
  • I stay on top of all my leads, contacts, and opportunities by using SFDC
  • I wish reporting was a little easier
  • MS Dynamics
I found SFDC to be more modern and powerful but I may have tried a very old version of Dynamics in the past
I find SFDC to be a great CRM. I prefer it to Dynamics. It has a clean look and feel - very modern. It is a straightforward CRM. My team really likes using it. We have a product that was built natively on the SFDC platform- a cloud-based accounting solution called Sage Business Cloud Financials.

Salesforce Sales Cloud Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
7
Territory management
7
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
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
Not Rated
8.0
Task management
9
Reporting
7
7.0
Forecasting
Not Rated
Pipeline visualization
7
Customizable reports
7
6.8
Custom fields
7
Custom objects
7
Scripting environment
6
API for custom integration
7
7.0
Role-based user permissions
7
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

Comments

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