Item: Salesforce Sales Cloud
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use Salesforce.com for CRM and opportunity management. It helps us keep track of customer data. It also helps us to keep track of customer agreement changes. Our leaders and operational employees receive submitted changes and respond with approval. If it gets rejected, we use SF to update the agreement to get it approved.

Pros and Cons

Well organized
Easy to use
Enhances productivity and communication

Sometimes too complex
Systems could be simplified
Sometimes too many options

Return on Investment

Ability to be more effective and organized
Increased tracking for customer progress
Helpful account management abilities

Alternatives Considered

I have used a lot of in house or industry specific softwares for CRM besides Salesforce.com. I used a property management type of CRM when I did leasing. I also used a CRM in cellphone sales. SF compares to these different systems in how it manages similarly. I think it's just as customizable and user friendly.

Key Insights

Do you think Salesforce Sales Cloud delivers good value for the price?

Not sure

Are you happy with Salesforce Sales Cloud's feature set?

Yes

Did Salesforce Sales Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Other Software Used

DocuSign, VanillaSoft

Usability

It's pretty user friendly. I'm using a newer to [the] version called Lightning. I love the implementation of tabs. It helps me stay better organized and I can switch between customers and tabs within the same customer quickly. It's easy to know where I'm at in just about any process. I can also pull reports to see progress in different areas.

Support Rating

We don't have access to Salesforce.com's support directly. We have 2-4 employees who manage Salesforce for us and they can be delayed due to how many people they have to help. It seems like they are well supported to me but I don't know because I'm not in their position. I can say this, I have very few system related issues with Salesforce.com where I would need support in the first place. I also have been able to learn everything I've needed to do with it too.

Likelihood to Recommend

Salesforce.com is a pretty amazing tool. I have used it for about 10 years for multiple different organizations. Each organization has had it customized to their specific needs. Because of that experience, I think it can be used at organizations of any size and most functions. It's a great crm system.

Using Salesforce.com to Make More $$$$

Software Version

Modules Used

Overall Satisfaction with Salesforce.com