Salesforce is a sales booster
August 01, 2019

Salesforce is a sales booster

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Partner Portal

Overall Satisfaction with Salesforce.com

Salesforce is a unique interface that allows us to have finance, sales, supply chain, and strategy information in one click. It's very fast for us to track all the improvements done in sales, and we have a clear view of the forecasts and we can see all business opportunities in short, medium and long term.
  • Track sales opportunities.
  • Give complete information to Salesforce when they visit customers.
  • Allows finance to see the forecast of the year.
  • Still some problems in interface with SAP.
  • Missing approval steps for sensitive information.
  • Chatter is not as user friendly as other instant messengers.
  • Excellent tool for forecasting.
  • Strategy management.
  • Contact management.
  • Marketing management.
I never found similar products
Salesforce continues to surprise me with its ability and agility to combine different information in one user-friendly interface. Salesforce has helped when working with customers, as you can have all previous transactions, financial records, and customer data in one place. However, I wish Salesforce would send data back to our ERP and BI. It would be nice to have a way to record information on spending payments or missing invoices and transmit them directly to accounting for immediate reaction.

Salesforce Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
8
Lead management
9
Email marketing
7
Task management
8
Reporting
9
Forecasting
8
Pipeline visualization
9
Customizable reports
8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
8
Social data
8
Social engagement
9
Marketing automation
8
Compensation management
7
Mobile access
8