The best CRM Platform
November 18, 2019
The best CRM Platform
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
- Force.com
- Chatter
- Knowledge
Overall Satisfaction with Salesforce.com
Salesforce.com is used to manage leads data and agent tracking information to help understand our customers. We collect leads data through a number of programs, and then using our customized applications within Salesforce, we qualify leads into different categories based on the results from a needs analysis. With these findings, we make the recommendation of the services and products we match them with.
- Account sharing among agents is a very good thing, no customer is left behind when their usual agent is not at work.
- The default workflow is very easy to follow with the chevron design.
- Access control and management are very user-friendly.
- The new Lightning Experience is not as clear to use as Classic. Basic functions like logging in should not be a challenge. This can be changed without going back to classic.
- The notes section on the leads could have the private checkbox on the same page as opposed to finding it in another menu.
- The certification tutorials do not really show a clear carrier path. It seems all are relevant for the same certification but are they really?
- I am not in a position to know the figures involved.
- I am not in a position to know the figures involved.
- I am not in a position to know the figures involved.
- I am not in a position to know the figures involved.
I have not used anything similar or a competing platform.