Helps me do my job more efficiently
April 26, 2018

Helps me do my job more efficiently

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Data.com

Overall Satisfaction with Salesforce.com

It is being used by the whole organisation. We use it to track all aspects of our customer pipeline.

Pros

  • Organizing all data into a presentable format
  • It is really customizable based on my needs
  • I can use it to visualise all of the accounts and people I work with and it has the functionality for me to manage my whole job

Cons

  • Could be a more intuitive user interface - sometimes finding things can be difficult
  • Dashboard view could use some tidying up
  • Logging in can sometimes be a challenge from different machines
  • Helped me manage my business
  • Made my job easier and made me more productive
  • Helped me identify new opportunities
It is really well suited for collecting all information about your customers and managing a piepline of opportunity. It's not great as a way of visiualising data.

Salesforce Sales Cloud Feature Ratings

7.7
Customer data management / contact management
8
Workflow management
7
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
8
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
8
Customer Service & Support ()
Not Rated
6.0
Lead management
5
Email marketing
7
7.0
Task management
7
Reporting
7
6.3
Forecasting
6
Pipeline visualization
7
Customizable reports
6
7.5
Custom fields
6
Custom objects
7
Scripting environment
8
API for custom integration
9
6.0
Role-based user permissions
6
Single sign-on capability
6
6.0
Social data
5
Social engagement
7
6.5
Marketing automation
7
Compensation management
6
6.0
Mobile access
6

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