Salesforce Review
July 19, 2020

Salesforce Review

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Chatter

Overall Satisfaction with Salesforce.com

Salesforce linked to our online application where information is taken from the website and stored in salesforce. Used by almost all departments across the organization. Sales uses it for the opportunity function to track communication and the progress of the application while other teams work on the same application. sales managers track sales performance through reports.
  • Create reports
  • Customizable
  • Clear tracking
  • Help tools
  • Lead prioritization
  • Contact optimization
  • Outreach strategy
Very useful to log information in a single place. Information can vary in type from website links and phone numbers, to written descriptions and sales call notes. Appropriate for any sales org. Suited for tracking information, as you can lock fields, adding to accountability. Good for tracking metrics and generating reports.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
6
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
8
Interaction tracking
10
Channel / partner relationship management
9
Lead management
Not Rated
Email marketing
Not Rated
Task management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
7
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated