Most User-Friendly CRM to Use
November 12, 2018

Most User-Friendly CRM to Use

Iryna Orliuk | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Data.com
  • Knowledge
  • Community Cloud

Overall Satisfaction with Salesforce.com

Our organization works with Salesforce as the main product. We customize it for our customers and support them afterwords. I use Salesforce as administrator setting up to prepare demos of our mobile product that synchronizes with Salesforce. Mostly we use Salesforce to customize organization for usage of sales representatives and their managers.
  • Large possibilities for customization
  • Lightning Experience is very user-friendly and pleasant to use
  • Great functionality spectrum
  • Integration with third-party products
  • Great variety of additional applications
  • Available for mobile for basic usage
  • If there is a lot of data in your organization, it may take a bit to load the page
  • Sometimes navigation can be confusing
  • Some features are available only on Lighting or Classic Experience
  • Increase in sales
  • New possibilities
  • Management improvement
Salesforce is more user-friendly and has more features to customize
It is best suited for large organizations to set some automative steps - workflow rules, auto-response, validation rules, and others. Salesforce is mostly used to manage sales processes, leads, and opportunities.

Salesforce Feature Ratings

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