Salesforce.com...The best CRM for ALL types of Sales People!
July 23, 2018

Salesforce.com...The best CRM for ALL types of Sales People!

Mark Dille | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Data.com
  • Work.com
  • Content
  • Knowledge

Overall Satisfaction with Salesforce.com

We use Salesforce daily to connect with potential new customers and keep track of our interaction with both current customers as well as potential buyers. The notes that we keep are invaluable because they make our interactions both meaningful and productive.

Pros

  • Keeps track of the number of times you have reached out to a potential customer.
  • Allows you to follow the progress of an opportunity.
  • Gives us the ability to organize the teams that are looking into our solution.

Cons

  • We have problems with Outreach and Salesforce integrating.
  • I don't know how to solve this, but there is too much room for human error.
  • I am not sure about actual "closing" numbers, but since I started using SFDC, my ability to keep track of appointments and next steps has drastically increased.
  • I would say that my productivity has gone up by over 35% since I started using SFDC.
  • I have decreased the number of "unnecessary" calls by about 1/3 since using SFDC.
Salesforce.com is above and beyond better in every aspect of Customer Relationship Management. The ability to take detailed notes and walk a potential customer from the beginning call all the way down the sales process is both easy and organized. The user interface is good looking and clean. The ability to customize fields is second to none.
I think SFDC is perfect for both prospecting for new customers and keeping track of your current customers. I have used homegrown CRM tools and a few other tools in the past and Salesforce.com is above and beyond the best solution that I have ever used. Very simple customer interface and allows you to have all of your information in one view.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
8
Interaction tracking
10
Channel / partner relationship management
10
Lead management
8
Email marketing
8
Task management
7
Reporting
8
Forecasting
9
Pipeline visualization
9
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
8
Role-based user permissions
10
Single sign-on capability
10
Social data
5
Social engagement
5
Marketing automation
7
Compensation management
8
Mobile access
10

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