Salesforce for multiple uses
January 12, 2019

Salesforce for multiple uses

Lex Zamudio-Meza | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

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.

Pros

  • 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.

Cons

  • 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 Sales Cloud Feature Ratings

7.2
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
Customer Service & Support ()
Not Rated
9.0
Lead management
9
Email marketing
Not Rated
9.0
Task management
8
Reporting
10
8.0
Forecasting
5
Pipeline visualization
9
Customizable reports
10
8.0
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
9
8.0
Role-based user permissions
10
Single sign-on capability
6
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
10
Not Rated
Mobile access
Not Rated

Comments

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