Salesforce.com--effective tool!
May 13, 2021

Salesforce.com--effective tool!

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

Software Version

Enterprise

Modules Used

  • Force.com
  • Chatter

Overall Satisfaction with Salesforce.com

We use Salesforce.com as our CRM. We have all of our customer information in Salesforce.com. We use it for health checks, quotes, tracking risks of customers, basically everything we do for a customer is tracked in Salesforce.com.
  • Tracking health of customer--We use Salesforce.com for our health checks and this makes it easy and efficient, since we can create our own fields and report on them
  • Providing quotes to customers via CPQ--Our sales team uses Salesforce.com to provide quotes to our clients or prospects
  • Tracking the products our customers use--Salesforce.com is super helpful in providing info regarding the products our customers are utilizing
  • I'd like to see Salesforce.com improve their speed in rendering pages. Sometimes the page I am looking for either doesn't render or takes a bit of time to show up
  • Oftentimes I try to open another tab by right clicking and it doesn't work
  • Increased customer retention
  • Effective and efficient retention of history for customers
  • Improved understanding of products customers have

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

Yes

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

Yes

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

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Sales Cloud go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Sales Cloud again?

Yes

Salesforce.com is extremely easy to use and quite intuitive.
I utilize Salesforce.com as a user, and our team that drives Salesforce in our company deals with Salesforce.come directly.
I've been using Salesforce.com over the years as a CSM to keep track of our customers' health. We are able to have an entire section of the customer record solely for the purpose of keeping up-to-date notes on the check-ins we have with clients. This is extremely helpful to us in keeping a history of what has gone on with the customer. We are able to create fields dedicated to the products our clients use and in what amount.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
8
Quote & order management
8
Lead management
8
Email marketing
9
Task management
10
Reporting
10
Forecasting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
Role-based user permissions
10
Single sign-on capability
10
Marketing automation
10
Compensation management
9
Mobile access
5