For the professional CRM
John Chavez | TrustRadius Reviewer
November 13, 2019

For the professional CRM

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Modules Used

  • SalesCloud
  • Knowledge

Overall Satisfaction with Salesforce.com

Our company uses Salesforce.com for our CRM managers to track their performance around their clients. Salesforce.com tracks everything from the client information to the transactions that occur with each individual employee. We also use this as part of our HCM suite because it helps with our bonus structure. We also use the training portal for instructional designers.
  • Very easy to learn and operate
  • Easy to integrate with a variety of systems
  • Plenty of online training
  • It has so many features that although easy to learn does have a fairly steep curve.
  • Salesforce.com cheaper than our last sales tracker
  • Integrated with our software which saved us money and time
Salesforce.com software excels in any organization that has multiple CRM that have a lot of clients. Salesforce.com software pools information very quickly from a variety of resources while at the same time keeping you up to date. Salesforce.com has plenty of notifications that will make sure that you can set your appointments with your clients without fail and even advise you on key points that you needed to discuss with them.

Salesforce 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
10
Lead management
10
Email marketing
10
Task management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10