One of the most robust CRMs out there
September 20, 2019

One of the most robust CRMs out there

Parker O'Very | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter

Overall Satisfaction with Salesforce.com

Salesforce is our primary CRM and system of record for sales and marketing. We use it to manage our prospect and customer relations, marketing campaigns, reporting, and more.
  • Customizability. It is built to cater to just about any CRM need.
  • Integrations. Everything integrates with Salesforce.
  • Robust. It's like the Hulk of CRMs.
  • Workflows. If you have too many workflows on the same object, it doesn't seem to be able to handle them all. Every now and then, some just don't work.
  • Complex. It is not an easy system to get going.
  • Partner solution. It is not a great PRM tool.
  • It's not built for ABM. They way the lead and contact and account objects work, it's just not great for ABM. There are certainly ways around it, but it is built on a lead-based marketing and sales mentality. In today's B2B world, this is archaic. The top-down strategy of ABM is just the way to go.
  • Everything marketing and sales runs through Salesforce. It pays for itself easily.
  • Because it is such a heavy platform, it takes a lot more setup, implementation, maintenance, etc. This means time and money. But the return we get from all of these efforts more than pays for itself.
I think the only real contender with Salesforce's capabilities is Microsoft Dynamics.
For CRM needs, Salesforce is just at the top of the charts. It's spendy, but it meets just about every need you can possibly have.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
8
Quote & order management
4
Interaction tracking
7
Channel / partner relationship management
1
Lead management
7
Email marketing
5
Task management
7
Reporting
8
Forecasting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
Not Rated
Social data
7
Social engagement
4
Marketing automation
9
Compensation management
6
Mobile access
4