Salesforce is great!
September 26, 2019
Salesforce is great!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce.com
Salesforce has been a great resource for my organization. It is being used across the whole organization as a way to streamline and solidify our customer relationship management needs, making it extremely simple to track and monitor deals throughout the entire sales process. It is a great way to involve other departments, such as marketing and operations, on status updates on deals.
- Customer profile management.
- Ability to track pipeline and opportunity creation.
- List views to see customers based on specific parameters.
- List duplication and editing are sometimes difficult.
- There are sometimes issues with dashboards and how information is displayed.
- Exporting of documents sometimes does not translate to Excel, Word, etc.
- It has helped us manage our pipeline more efficiently.
- It has led to more streamlined dissemination of materials.
- More accurate forecasting of prospective deals.
Salesforce is the market leader in the customer relationship management field for a reason, as it is the pinnacle of what to expect from a customer relationship management tool. Salesforce, as compared to a similar company or competitor such as Zoho CRM, is the industry standard to which other CRMs are held, which is why we selected them.