- great tool, but not for all organizations
Jeff Fralick | TrustRadius Reviewer
March 06, 2020 - great tool, but not for all organizations

Score 7 out of 10
Vetted Review
Verified User
Review Source

Software Version


Modules Used

  • SalesCloud

Overall Satisfaction with

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.
  • 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.
I'd be likely to recommend Salesforce to anyone who has time or resources to develop the system to meet their needs - or to hire that out to another firm. Salesforce is a HUGE tool that comes as a blank slate. and not appropriate for any firm that cannot have a near full time support person or developer.

Salesforce Feature Ratings

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