TrustRadius
Salesforce Review 1 of 164
User Review: "Salesforce for multiple uses"
https://www.trustradius.com/crmSalesforce.comUnspecified8.22095101
Lex Zamudio-Meza profile photo
January 12, 2019

User Review: "Salesforce for multiple uses"

Score 5 out of 101
Vetted Review
Verified User
Review Source

Software Version
Professional
Modules Used
Force.com

Overall Satisfaction with Salesforce.com

Salesforce was used as an information platform to import and export information and data from multiple POS systems and import them into a financial software program. Salesforce was also used as POS for clients and to keep track of our inventory.
  • Great system for reporting.
  • The ability to track entries and audit information is great.
  • The automated email of the daily company dashboard was very helpful.
  • Salesforce has a lot of extras available, but I recommend having someone very familiar with Salesforce implement and audit that it's working properly
  • Software updates can be a bit troublesome
  • We had several issues with inventory accuracy
  • There were a few glitches with the POS, causing lost or duplicate orders
Salesforce was much more affordable than Oracle.
I highly recommend Salesforce as a CRM or platform, but it's not the best for inventory tracking.

Salesforce Feature Ratings

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