Sales improvement with Salesforce
May 04, 2018

Sales improvement with Salesforce

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

Software Version

Professional

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

The software is being used by my team as a research tool for companies involved with nature conservation and production proposals; in which they need to plan a balance between both areas. The software is being used for prepared company scenarios for production and how they can sell their products, contacts and invoices, including the flow chart to do so and the recommendation of the implementation of a similar software. I did all this work to look for the money to invest in nature by the companies, and that needs to be balanced somehow.
  • Contacting your costumers
  • It's simple to learn and use
  • I can use it with flexibility at the office or my cellphone
  • Everything is in the right place to increase my productivity
  • Provide training for users
  • Provide guidance to pull up reports
  • Provide guidance on how to make a better analysis
  • More contacts to companies that need planning services for nature conservation
  • Keep track of the jobs I've been working on and their progress
  • Have more nature conservation surface area
The tools that SalesForce has are more improved than others like HubSpot, and are very smooth and stable. When I did my research on the market, I found out that SalesForce has a 5 star rating, over the 4 stars for other similar softwares. My criteria is to work with proven technologies, which is better than trying something new every three months when I find out it's waste of time or that there is a better software on the market.
The software is really powerful in every area, and makes me understand the reason behind sales and how I could be in touch with my costumers, even if I'm a planner for territory and environment. All you need to do is have your flow chart very clear and process the work under your guidelines, and it is the most helpful software you can use for improve your sales, no matter what area you work with. With the right choice of products and software settings, the software will suit you nicely.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Lead management
8
Email marketing
9
Task management
9
Reporting
9
Forecasting
8
Pipeline visualization
9
Customizable reports
8
Custom fields
8
Custom objects
9
Scripting environment
8
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
8
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
9
Mobile access
9