Excellent CRM tool
September 26, 2019

Excellent CRM tool

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter

Overall Satisfaction with Salesforce.com

Salesforce is being used across the business and organization. We are growing our footprint of the usage everyday. The sales cloud is widely used. We also use the service cloud. It gives one place for the business directors and VPs to have a snapshot of the sales and opportunities and the growth of the business.
  • The reporting tools are easy to use and publish
  • The business can see all the accounts easily
  • The reps can easily use the platform and get paid based the business they bring in. It motivates them to do more business.
  • Survey on Salesforce can be free integration provided in the tool itself
  • Multi level picklist is a pain to maintain
  • SFDC gives a good overview to the business leads of all the reps and their business reporting to them
  • It is easy to setup Salescalls and events
  • Easy to track opportunities
Sugar CRM, Clarify
I look at Salesforce from an integration developer perspective. We have multiple ways to use SOQL and at least 2 ways to insert and delete records. The bulk feature is easy to use and helps us upsert up to millions of records without hassle. It is hard to maintain accounts when there are multiple levels of them.

Salesforce Feature Ratings

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