Using Salesforce.com to Make More $$$$
April 14, 2021

Using Salesforce.com to Make More $$$$

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

Software Version

Other

Modules Used

  • Chatter
  • Content

Overall Satisfaction with Salesforce.com

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.
  • Well organized
  • Easy to use
  • Enhances productivity and communication
  • Sometimes too complex
  • Systems could be simplified
  • Sometimes too many options
  • Ability to be more effective and organized
  • Increased tracking for customer progress
  • Helpful account management abilities
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.

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

Not sure

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 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.
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.
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.

Salesforce Feature Ratings

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