Salesforce.com Review
July 13, 2018

Salesforce.com Review

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

Software Version

Professional

Modules Used

  • Force.com

Overall Satisfaction with Salesforce.com

I worked for a IT/Digital Marketing recruiting agency. We used Salesforce.com to manage client information as well as information about our currently billing consultants
  • It allowed us to keep very detailed notes about our clients, and the capability to track hiring managers if they moved to different companies
  • We were able to keep track of our consultants as well, including all of their personal info and hiring manager info, which helped us if there were openings on the same team or with the same manager
  • We also used Salesforce.com to keep a running dashboard of our internal sales numbers, so everyone knew how close they were to their goals/quotas in real time
  • Sometimes difficult to find the correct search filters when looking for a consultant or client
  • Was used more by sales people than recruiters, not as much functionality for recruiters
  • There are so many possibilities for functionality that it was sometimes difficult to know all of those possibilities without more comprehensive training
  • The more it was utilized by our sales people, the more meetings they were able to get, thus more jobs for us to fill
  • Sales people that utilized it to stay engaged with clients were able to better develop long-term relationships
  • Being able to see sales numbers in real time helps to hold sales and recruiting accountable each day and not let performance slip
Well suited for tracking client info for a sales person

Not well suited for someone strictly on the recruiting side

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
6
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Lead management
Not Rated
Email marketing
Not Rated
Task management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
8
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
7