Salesforce really is the #1 CRM
May 15, 2021
Salesforce really is the #1 CRM
Score 10 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
- Pardot
Overall Satisfaction with Salesforce.com
Our Sales team uses Sales Cloud to manage all of their activities, from prospecting to opportunity and account management, including contract renewals. Automated notifications alert the downstream teams (Professional Services, Customer Support, Accounting and Marketing) of new deals as well as requests for pre-sales assistance. Our Community and Learning team uses the contact and account information to manage campaigns (such as annual CSAT surveys) and track product training. Reporting provides revenue forecasting and other business insights. We've integrated Salesforce with our Customer Success Management and Customer Support systems so that Account Managers can see in one place any risks and support effort associated with their accounts. We are currently integrating our Accounting system so that invoice status is also provided on the account record.
- Easy access to a wide variety of interconnected data. It's easy to add custom fields, create custom objects, and report on data using advanced filters. Although designed for the Sales process, it's extremely flexible and can be used to manage almost any kind of data.
- Easy to connect to other systems so that data can flow between them. There are a huge number of connector apps available (many of them free), and well-documented APIs are available for those who want to write their own code.
- Training, documentation, and community. Salesforce's Trailhead learning journey is very well designed, and there is extensive documentation, user forums, and independent groups that provide support on all aspects of the platform.
- The Lightning interface has come a long way since it was first introduced, but it still has room for improvement. Compared to the "Classic" UI, pages take longer to load, less information is visible on a single page, etc. It's not designed for power users.
- Custom workflows are easy to build and run efficiently, but workflows built with Process Builder are more difficult to develop and often hit CPU limitations. I have not worked with Flows yet so I can't comment on whether they're better than Process Builder.
- Allows us to efficiently manage a large amount of customer data.
- We use the customer data for marketing campaigns, community/learning campaigns, and CSAT.
- Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)
Our CRM evaluation was done over 5 years ago. At the time, MS Dynamics was difficult to use and configure and didn't offer all of the features that Salesforce had.
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?
Yes
Did implementation of Salesforce Sales Cloud go as expected?
Yes
Would you buy Salesforce Sales Cloud again?
Yes