Salesforce Connects The Most
May 07, 2018

Salesforce Connects The Most

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

Software Version

Professional

Modules Used

  • SalesCloud
  • Force.com

Overall Satisfaction with Salesforce.com

It's used by the whole organization in sales, marketing, and support. Management, like myself, uses Salesforce to get the reports we need. It keeps our data uniform so we can run automation on top of it. It tracks our pipeline, holds account and lead info, and gives me the data I need to make executive decisions across sales and marketing.

Pros

  • Talks nicely with other platforms. A central hub to plug in the rest of your stack.
  • I feel like the Lightning platform is easy to use. If it's not easy, reps will not use it.
  • So many of my clients use it so it's good for my team to use SF so they are familiar with their clients' CRM.

Cons

  • Opportunity Creation. I still have to go to the classic view to build out opps which is cumbersome.
  • Support tickets could be answered quicker.
  • Highlights on technology partners. Maybe I would see a technology that compliments my other plug ins inside SF.
  • I feel like I have better insight into reporting
  • I can see my reps pipeline fairly easy
  • Expensive monthly charge when you have reps coming in and out of roles
They seem to continue to be ahead of the curve and make their marketplace of integrations more valuable.
If you have a super small sales team or a team that isn't used to inputting data, it may not be the best fit. If you're running a lot of workflows around selected contacts, but need to house a lot of contacts, it's a really good fit.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
7
Workflow management
6
Territory management
Not Rated
Opportunity management
1
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
4
Quote & order management
1
Interaction tracking
Not Rated
Channel / partner relationship management
1
Lead management
3
Email marketing
3
Task management
6
Reporting
8
Forecasting
6
Pipeline visualization
6
Customizable reports
7
Custom fields
4
Custom objects
4
Scripting environment
Not Rated
API for custom integration
5
Role-based user permissions
5
Single sign-on capability
5
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
Not Rated
Mobile access
2

Comments

More Reviews of Salesforce Sales Cloud