Salesforce is a good tool for teams that are spread out across the world
September 17, 2019
Salesforce is a good tool for teams that are spread out across the world
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce.com
We use SF across multiple departments, but not all. It's used at our central location for all of our customer and opportunity information - it's particularly useful for managing the communication about accounts between the Business Development team, Sales team, and the Customer Success team. Having a central location for it all is particularly useful because we are all spread between 4 different buildings in 3 countries.
Pros
- A central location for all of our information.
- Offers the ability to create and arrange dashboards to track metrics.
- Offers the ability to run meaningful reports.
Cons
- Loading times can be quite slow.
- When I am trying to edit information, it often takes a while to load the edit screen and a long time to save it when I'm done editing.
- There are a lot of cluttered views.
- It has streamlined our forecasting meetings through the use of dashboards.
- It's easy to keep track of lost business/when to reignite lost opportunities.
- Integrations with customer success tools have been good for communication and identifying ideal times for expansion.
Comments
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