Salesforce really is the #1 CRM
May 15, 2021

Salesforce really is the #1 CRM

Anonymous | TrustRadius Reviewer
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.
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

As an administrator and developer, I find Classic very easy to navigate and configure. Page layouts, custom fields, workflows, etc. are very intuitive. Our Sales team use both Classic and Lightning and are able to easily find and update the data they need. The reporting is also very easy to design, and Lightning offers some interesting options over Classic.
I don't open many tickets, but every time I have, I've gotten quick and professional assistance. Sometimes my issue wasn't resolved (working as designed).
Best suited for managing all Sales activities, including prospecting, opportunities, etc. It can be easily extended to manage any kind of customer data.
Well suited for reports and dashboards that provide business insights - pipeline, conversion rates, etc.
Well suited for automated workflows (notifications to teams that need to be aware of updates to accounts).

Salesforce Sales Cloud Feature Ratings

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