Salesforce.com is great for any organization that wants insights into their customers
November 13, 2019

Salesforce.com is great for any organization that wants insights into their customers

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Force.com
  • Chatter

Overall Satisfaction with Salesforce.com

We use Salesforce.com within our organization as our CRM. We also utilize Salesforce.com as a store for our clients' information to enable us to better support and serve our customers and their billing needs. We utilize the reporting and storage capabilities to store our customers' information. The security features that SF offers are one of the key selling points and also being HIPAA compliant.
  • Great for client relationship management.
  • Lots of customization and can be custom tailored to your exact needs.
  • UI is well laid out and easy to use and understand.
  • Vast array of 3rd party integrations.
  • Technical support is not too great if you don't splurge on developer support.
  • When your contract ends constant hassling with sales increases.
  • Can tend to have performance issues and be slow to load.
  • Salesforce.com has been great for our organization. It has enabled us to support our customers better.
  • ROI has been achieved within the first few weeks since we able to up-sell new services to our existing clients.
  • We get a bird's-eye view of our business operations and a better perspective of our clients' needs.
We evaluated MS Dynamics and to customize and configure MS Dynamics to our exact needs would require more expense.
Salesforce is great for any organization that's from mid to enterprise level. Salesforce is less appropriate for organizations that are in the SMB area since it can get expensive.

Salesforce Sales Cloud Feature Ratings

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