Salesforce - Information at your fingertips
April 12, 2018
Salesforce - Information at your fingertips
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Chatter
Overall Satisfaction with Salesforce.com
Salesforce is used by all sales teams and the marketing team within Balboa Capital. Salesforce enables our sales teams to engage with prospects, track notes, approvals, business opportunities, and ultimately submit applications. The marketing team uses Salesforce to track key metrics put in place by c-suite executives. From a marketing perspective, Salesforce.com allows us to pull custom sales reports in order to see how sales representatives are engaging with leads, the quality of leads, ROI on campaigns, lead life cycle, and forecasting. Salesforce.com provides us with a one-stop CRM system where we are able to pull important information immediately rather than waiting on IT to create a report on the back end.
- Sales representatives can easily and securely store all important information pertaining to a record. Such as activity notes, call backs, opportunities, applications. There is improved organization of information once we migrated to Salesforce.
- The Salesforce reporting feature is easy to manage. Whether you are looking to create a simple leads report, or pull a complex accounts with applications report, all information within Salesforce is easily gatherable, editable, and exportable. I have been able to create my own reports within minutes that would have taken weeks for IT to build.
- Salesforce is fully customizable. If a feature you would like in your CRM system is not available with the "out of the box" purchase, you can easily visit the AppExchange to find the tool you would like to add.
- Salesforce empowers our sales team with the ability to have enchanced communication. Prior to using Salesforce, many of our sales representatives would use the sticky note method as a way of reminding themselves when to call back a specific record. Now, all follow up tasks automatically populate for sales representatives, so there is no more loosing accounts or forgetting about a meeting. Communication such as voicemails, emails, and call back tasks can be completely automated by using applications that sync with Salesforce.
- Customization was a factor with the way that we use Salesforce. If your business sales cycle tends to be complex, you may need to think about hiring a Salesforce Admin to essentially customize your product. Salesforce is not easily customize-able for the everyday user.
- If you are unfamiliar with the way that Salesforce reports gather information or what information you are looking to pull, then the reporting feature may be confusing. It would be helpful if Salesforce provided users with simplified instructions for some of the most highly used reports.
- Salesforce updates may cause errors on customized triggers or work flows. Often times, if the CRM is updated to the newest edition, customized work flows that were created by your Salesforce admin may not function correctly. Time is spent finding the code and fixing the error on the back end.
- From a marketing standpoint, I am able to pull various reports that look at campaign engagement, cost of campaign, and if any findings have occurred from campaign responses. This allows me to make decisions on cutting budgets for specific marketing campaigns, or placing more budget into a high performing campaign.
- We now have the ability to pull reports that show engagement attempts on leads. These reports allow us to ensure all leads in our database are being followed up in a timely manner, and that no lead is lost in the system. By ensuring that our sales representatives have high engagement on leads, we have ultimately increased our sales.
- Overall, Salesforce has had a positive impact on our company. A year ago we were using an archaic CRM system that bound us to the mere capacity of the database. Working with Salesforce has enabled us to implement and work with better sales functions and solutions that improve our company as a whole.
One of the driving forces in our decision to use Salesforce over Oracle was Salesforce's ability to have seamless communication between departments. Although only marketing and sales teams use Salesforce at our company, Salesforce has allowed both teams to communicate cross-departmentally on a streamlined level, and track any communication that has taken place. The ability to pull reports that highlights different communication methods is essential to our sales roles.
Another high selling point for Salesforce is the ability to track data from points of contact or touch points. Our sales representatives must be able to track all notes, phone calls, and emails placed within a record. Salesforce makes it easy for our teams to see the last method and date of communication, and follow up appropriately.
Another high selling point for Salesforce is the ability to track data from points of contact or touch points. Our sales representatives must be able to track all notes, phone calls, and emails placed within a record. Salesforce makes it easy for our teams to see the last method and date of communication, and follow up appropriately.