Salesforce.com is a force for sales marketing and serivce
April 11, 2021

Salesforce.com is a force for sales marketing and serivce

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Unlimited

Modules Used

  • SalesCloud
  • Chatter
  • Knowledge
  • Service Cloud
  • Marketing Cloud

Overall Satisfaction with Salesforce.com

Salesforce.com has been used as a sales pipeline tool for our company, and we
use Service, Community, and Marketing Clouds of Salesforce offerings for
other automation. Finance uses it for gatekeeper approval of contract
generation and for client customer management. This allows finance and
sales to have one place to manage approval processes.
  • Integration with external applications and its AppExchange Marketplace
  • Automation and process builders
  • Pipeline management
  • Service chatbot automation
  • Marketing automation
  • There are a lot of ideas which are quite basic in the nature of the request but take years for them to implement
  • Relationship report flexibility
  • Faster loading speeds of Lightning pages.
  • Increased our pipeline management and reporting
  • Sped up our approval process and improved inefficiencies
  • Integration with other in-house applications for one source of truth
  • Way easier to find talent for Salesforce development and administration
  • Better marketplace and applications available
  • Better UI and better ease of use
  • App integration works seamlessly
  • Reporting is way better, as it allows a lot of customization in data modeling
  • Customizing workflows and process builders for no-code automations
  • Continuous improvement of the application

Do you think Salesforce.com delivers good value for the price?

Yes

Are you happy with Salesforce.com's feature set?

Yes

Did Salesforce.com live up to sales and marketing promises?

Yes

Did implementation of Salesforce.com go as expected?

Yes

Would you buy Salesforce.com again?

Yes

It's seamless and mobile and desktop UI both are easy to use. We can also customize it to use with our sales and marketing process, which makes it easier for daily users to adopt. Integration with our ERP to auto-generate sales documents has helped us reduce a lot of effort and redundant work to be done by finance.
They are quick to respond and, as we can grant account login access, they can see and assist remotely. There are multiple channels to raise issues, availability to exchange ideas, and a lot of self-help articles--the support is very good. There are multiple tiers, which increases the response time.
It's great if you have a uniform, standardized process where you wouldn't need to customize a lot and use out-of-the-box functionality. If you do have complex processes, there will be a need for customization and making sure they are well optimized to not hit the governor limits. It's less appropriate if you are looking for a lower-cost solution, as it's a premium subscription app.

Salesforce Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
8
Interaction tracking
10
Channel / partner relationship management
8
Lead management
10
Email marketing
10
Task management
9
Reporting
9
Forecasting
9
Pipeline visualization
9
Customizable reports
8
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Social data
8
Social engagement
8
Marketing automation
9
Compensation management
8
Mobile access
10

Using Salesforce.com

18000 - 
Sales, Client Service, New Business Development
Marketing and Lead Management
Service and Client Support
Finance and Billing Teams
Business Analysts
Sales Incentive Planners
Quote CPQ CLM Pricing and Contract Management
Salesforce Administrators, Developers, and Architects
Regional Leader, Product Designers, Product Managers, Product Leaders and SAP Administrators and Developers
Call Center Agents