Sales, Account Managers, and the Rest Can Meet At SalesForce
January 30, 2020

Sales, Account Managers, and the Rest Can Meet At SalesForce

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

Software Version

Professional

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

In my role as a salesperson/account manager, Salesforce.com was implemented in order to give our teams a CRM that was sorely needed, but also to help manage a rapid period of growth that the company was suddenly facing. As the lead account manager, using a trusted CRM put everyone on the same page and allowed us to work with much more accuracy.

Pros

  • It's great for a company's first CRM.
  • It's excellent for managing clients of all different sizes/needs.

Cons

  • It could be overly complex at times for relatively simple clients.
  • The technical support issues may be difficult to handle.
  • Prospect Management through Salesforce has led to the the acquisition of more clients.
  • It's ensuring that clients receive their orders/benefits, which has led to a lot of renewals and upgraded spends with our company.
While HubSpot CRM is a great platform in many ways, it offers little that SalesForce.com does not already offer in a much more sophisticated manner. HubSpot CRM feels like an entry-level CRM system meant to make users familiar with a CRM rather than successful with a CRM, which is the feeling evoked by SalesForce.
SalesForce has been incredibly helpful as a major, central platform for managing sales leads, managing overall accounts, and managing expansion within a company. When account managers and salespeople need to be speaking the same language about the particulars of clients, it's absolutely essential to use a CRM like SalesForce.com so that all parties are included. When dealing with many clients of different sizes and needs, this type of program could not be more helpful.

Salesforce Sales Cloud Feature Ratings

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

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