Salesforce.com - great tool, but not for all organizations
March 06, 2020
Salesforce.com - great tool, but not for all organizations
Score 7 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce.com
Salesforce is being used at our organization for contact database management, asset management, and for deal tracking from early pipeline through CPQ.
We have developed and utilize a CPQ system built upon the standard Salesforce quoting system, but with features custom developed to account for our unique billing structure.
We have developed and utilize a CPQ system built upon the standard Salesforce quoting system, but with features custom developed to account for our unique billing structure.
- Data Integrity
- Base Simplicity of UI
- Automation
- Customization
- Mapping / Visualization of Data - most Salesforce or even vendor based mapping is not good. We'd love to map a lot of data we use, but the available tools are slow or are completely overwhelmed by this task
- Email Marketing - we'd like to have custom email blasts based upon records in salesforce, but the current ability of Salesforce/Pardot is limited to user generated, not system generated content (which we'd prefer)
- Visualforce - could be simplified like much else in SF platform
- Allowed for us to combine our CRM / Deal tracking with our CPQ which has been great for pipeline forecasting more accurately.
- Simplified the maintenance of our contact databases by decentralizing data through salesforce contacts.
The biggest advantage with Salesforce is likely the biggest detractor as well. It is largely a blank slate. The system is not customized to any one business or industry out of the box. You have to design everything - which is great if you are looking for a highly customized system, but very difficult for small or even medium sized firms without help from a 3rd party.
We developed everything 100% in house. It has been quite a learning curve, but ultimately we preferred this method to farming out the work.
We developed everything 100% in house. It has been quite a learning curve, but ultimately we preferred this method to farming out the work.