A great CRM solution for your company to elevate sales and relationships!
Stéfano Bellote | TrustRadius Reviewer
February 26, 2020

A great CRM solution for your company to elevate sales and relationships!

Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

It's used only by some departments that are directly related to the customers. For example sales, account management, and customer service. The software mainly addresses managing these relations, helping the user control the account and managing visits, status, sales performance, tasks and objectives. It is also for servicing the customers, which can help manage calls, follow-up the visits, call rate and a range of other indicators which Salesforce can manage and present on the app to the user.
  • Sales area and customer profile mapping and management
  • Customizability, it can fit your company through your needs and your current functionalities
  • Heavy to load on the run, while on the field with not so fast internet connection
  • Too many options and features, it could hide what you don't have the need to add/use to make the interface cleaner
  • Improved leads exploring and capture, helping leveraging sales.
  • Account management became easier, relationship with current customers improved with a better follow-up and more frequent visits.
Salesforce was actually the first and only CRM I used. At my company the account management before was all done with Excel and each salesman had their own way. The data was not centralized and managed in a unique process but in many different ones, which caused some problems. Not only did management become better, and standardized, but the data became more accessible with easier to issue reports.
It's a great CRM for any company with lots of customer relations and a need for detailed account management, it can really help the daily work making important information easy to visualize and help planning scouting, customer visits, tasks, objectives, and pretty much meeting every need of your account. It lacks a more intuitive interface, easier to use and operate, and also lighter - while on the field with poor internet connection it's really hard to do things on the app. A offline operation which synced with online data when connection is available, for example, would fix most problems I had on my daily use.

Salesforce Feature Ratings

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