How Salesforce Transformed Us
October 12, 2019

How Salesforce Transformed Us

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter
  • Content
  • Knowledge

Overall Satisfaction with Salesforce.com

We started by using Salesforce in just a couple of departments independently. It worked so well that now we are expanding it to every aspect of the business and moving to a consolidated single instance model to reap the benefits of a single source of data and a platform that is consistent across the company.
  • Salesforce handles searches extremely well. Many users have described it as Google for all your work stuff. The trick is to get all of your data onto the platform, but once that is done the magic of its relational database becomes invaluable.
  • Development on the Salesforce platform is very painless and easy to implement. The learning curve is not steep and the coding requirements are minimal. Their motto is "clicks not code" and that becomes very evident once you start using it.
  • The adaptability of the platform to any business and any aspect of the business makes it a no-brainer if you can afford the licensing costs. Once you realize that its powers go beyond CRM then the sky is the limit, assuming you can afford the licensing. But the benefits far outweigh the costs.
  • Anyone will tell you that it's expensive, and that is true. However, like many things in life, there are things to go cheap on and things worth spending the money on. It really is the Cadillac of cloud platforms.
  • Salesforce keeps pushing their Lightning experience platform, and while it is faster it is also missing some of the features still only available in classic mode. They need to do a better job of addressing those missing features, as no customer should lose features when upgrading to a newer version of anything.
  • I wish they would hold Dreamforce in different cities. It's such a great conference but sometimes making it out to San Francisco is difficult at best.
  • ROI is most noticeable when you are able to consolidate disparate legacy systems and move all of their data from a local data center up to the cloud. You end up saving a ton of money that no longer needs to be spent on hardware, software, maintenance, IT, etc.
  • The recurring licensing model is not ideal when it comes to ROI impact, as the long term expenditure will be significant. However, the hidden cost savings that it brings due to a smoother running business is not something that should be ignored.
  • One of the main benefits is collaboration. The platform represents a "single source of truth" that can greatly enhance collaboration and data consolidation. This will impact ROI in ways immeasurable but there can be no doubt that the effects are there.
Salesforce has a much more modern and user friendly interface than any other software product we've used or are using. This has caused us to slowly abandon the other platforms and finds ways to do it all in Salesforce. And because it's such a big platform, there's literally nothing that it can't do.
Salesforce is well suited to be the main cloud platform in use by all aspects of a company, from sales to support. If you go all in and get rid of your legacy systems, and move all of your data to a single cloud platform, the transformation will do wonders for your company. On the other hand, if you only use it for one department or one aspect, you'll never really see what the platform can really do.

Salesforce Sales Cloud Feature Ratings

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