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A very good way to manage the sales process
November 02, 2018

A very good way to manage the sales process

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

We use Salesforce.com across our entire business development and sales operations to keep track of our customers and prospects.
  • Easy to manage the sales funnel and get helpful insights from their data visualization and collection.
  • Navigating the newer vs the older interface can be a bit of a challenge.
  • A great way to store information so that you know what kind of contact you have had with a given organization or lead
  • There are a lot of great features that are very difficult to find in the new layout.
  • Still waiting to see what the ROI is over the previous CRM software that we used.
Managing client information is incredibly easy. They understand the sales process and have built that into their design so that it takes the headache out of keeping track of the sales cycle.

Salesforce Sales Cloud Feature Ratings

7.4
Customer data management / contact management
8
Workflow management
8
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Quote & order management
6
Interaction tracking
8
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
7.0
Lead management
7
Email marketing
7
9.0
Task management
9
Reporting
9
9.3
Forecasting
8
Pipeline visualization
10
Customizable reports
10
6.3
Custom fields
6
Custom objects
6
Scripting environment
6
API for custom integration
7
7.5
Role-based user permissions
7
Single sign-on capability
8
6.5
Social data
6
Social engagement
7
7.5
Marketing automation
9
Compensation management
6
5.0
Mobile access
5