A must have for sophisticated organizations
Updated February 28, 2023

A must have for sophisticated organizations

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Data.com

Overall Satisfaction with Salesforce.com

SFDC is currently used by my organization to track all aspects of the sales cycle and is instrumental in forecasting for the overall health of the business. Not only do sales touch this tool on a daily basis, but the finance, marketing and legal touch the platform frequently to help streamline work processes.
  • Customizing to suit your sales organizations needs
  • Extreme detail in pulling reports that are pertinent to individual reps as well as the entire business
  • Seeing how company is faring month to month with sales
  • It would be helpful to have better calendar integrations as well as 3rd party integrations.
  • Upon selling the platform to a business, having some preset reports/dashboards built out for reps from the get go.
  • SFDC has helped keep the sales team on top of their goals and show their measured success or failures.
  • It has allowed our organization deeper insights into individual activities which help with annual employee reviews.
  • It has given our finance team in-depth knowledge of expected revenues that should flow in which allows for better forecasting to investors.
Salesforce is far superior in my opinion as it has more functionality and has been around a lot longer. The only drawback is Salesforce is also more expensive, but the various uses for SFDC immediately outweigh the cost since it allows all aspects of your business to be on the platform and monitor performance effectively.

Do you think Salesforce Sales Cloud delivers good value for the price?

Yes

Are you happy with Salesforce Sales Cloud's feature set?

Yes

Did Salesforce Sales Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Navan, Google Hangouts (Classic)
Its very user-friendly and most items can be navigated very quickly if you have some time to explore what it has to offer. Their help section is also very useful in answering very common questions.
I have never contacted support
SFDC is best suited for a sophisticated sales team that understands the need to log daily activity and are quick to adopt such tools to achieve that goal. This type of activity will allow for better forecasting for the business and hold the reps accountable. It is less appropriate for teams that are extremely small due to the price tag.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
7
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
Lead management
8
Email marketing
Not Rated
Task management
9
Reporting
9
Forecasting
10
Pipeline visualization
9
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
8
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
3

Using Salesforce.com

398 - Track performance and deal pipeline
2 - Extreme proficiency in SFDC and know every in and out.
  • Pipeline management
  • forecasting
  • Account management
  • Contacts
  • Contract signing
It is superior in usage and usability and matches what my organization needs.

Evaluating Salesforce and Competitors

  • Product Features
  • Product Usability
  • Product Reputation
The product needed to match what my organization needed. SFDC matched all aspects for our demand and supply business perfectly.

Salesforce Implementation

Salesforce Support

ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Escalation required
No we did not as we have in house SFDC person

Using Salesforce

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Convenient
Feel confident using
Familiar
None
  • Gmail integration
  • Calendar integration