Salesforce will help your sales team succeed!
Siddique Chaudhry, CCSK | TrustRadius Reviewer
September 27, 2019

Salesforce will help your sales team succeed!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

We use Salesforce to allow our customers to create help support cases and have it act as our customer resource management (CRM). Salesforce is used to track potential customers, see the price point, all customer interactions, project timelines and much more. It is quite a versatile tool used to track our customer’s success.
  • Security cases are used to address customer security questions.
  • Customer account sales tracking - easy to monitor and improve our processes.
  • Support tickets - our main use, used to address customer problems.
  • Better search - it is quite difficult to find exactly what you’re looking for based on a simple search.
  • Faster load times - can be slow and glitchy at times.
  • More options for security cases - the unique options such as a drop-down box are not too flexible.
  • Positive impact on support cases, lead tracking, and customer success tracking.
Salesforce is a leader in this market for a reason - they provide a service that continues to get better. Salesforce has always been a front runner with its ease of use as well as flexible pricing model. It has been used in four out of the five jobs I’ve worked at, which speaks for itself!
It is a great CRM tool that provides quick and efficient capabilities for customer success tracking. Salesforce is for organizations looking to implement a tool that can detect customer issues, security requests, project timelines, resource use, profile information for internal and external personnel, and much more. It is super flexible.

Salesforce Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Lead management
9
Email marketing
9
Task management
10
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
9
Custom fields
9
Custom objects
10
Scripting environment
9
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Social data
9
Social engagement
8
Marketing automation
8
Compensation management
8
Mobile access
8