TrustRadius
Salesforce Review 4 of 158
User Review: "Minute by Minute User of Salesforce!"
https://www.trustradius.com/crmSalesforce.comUnspecified8.11948101
June 08, 2018

User Review: "Minute by Minute User of Salesforce!"

Score 10 out of 101
Vetted Review
Verified User
Review Source

Software Version
Enterprise
Modules Used
SalesCloud

Overall Satisfaction with Salesforce.com

Our entire team uses Salesforce daily... not even daily, but minute-by-minute. All of our operations from recruiting, marketing, sales to customer success uses Salesforce to ensure our process are as streamlined as possible and nothing falls through the cracks. Some of the integrations with Salesforce we use are Enthusem for automated direct mail, TaskRay for project management, Outreach for sales, Ebsta, HubSpot and ZoomInfo for marketing. These integrations make our transition from recruiting to marketing to sales to success seamless!
  • They don't try to be everything, they just let everything integrate.
  • Lightning is a great experience for our users.
  • Workflow rules allow us to automate process.
  • Integrations allow our departments to work seamlessly.
  • Catching up Lightning to have all the same functionality as classic. You have to bounce back and forth a lot.
  • Sometimes it's hard to get to the data you're looking for.
  • Allow for more data on dashboards.
  • Sales reps can easily track their opportunities.
  • Management can easily build reports to track opportunities.
  • Communication with clients has been more seamless.
InsideSales was great for making outbound dials but we found it difficult to use as a CRM system and it didn't offer the same flexibility for integrating with other platforms that Salesforce does.
Best for tracking leads for sales teams.

Salesforce Feature Ratings

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