An Excellent Tool for Managing Customer Success and Sales Pipelines
May 24, 2021

An Excellent Tool for Managing Customer Success and Sales Pipelines

Theo Pillich | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

We are using Salesforce for CRM and it is used by many departments across the organization (sales, account managers, support, success). It helps streamline entering account information and keeping track of account records for all our customers. It has helped make everything much more streamlined and more efficient. Salesforce is the best.
  • Easily allowing us to enter client information.
  • Easily allows up to access client records.
  • It integrates with other software.
  • Ease of use.
  • The reporting could be a bit easier to navigate.
  • The dashboards could be a bit simpler.
  • Report customization could be easier.
  • Increased efficiency.
  • Reduced costs.
  • Improved customer relationships.
Salesforce is much more robust and comprehensive.

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

Salesforce is extremely user-friendly and fairly easy to navigate.
Salesforce has extensive comprehensive support and they are very helpful when you need assistance.
Salesforce is instrumental for entering and accessing client account records and other information. It is the best CRM program on the market and it has helped to streamline everything from an account record perspective. Looking up contacts on accounts is extremely easy, as well as accessing other client/account information.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
Lead management
10
Email marketing
9
Task management
10
Reporting
8
Forecasting
9
Pipeline visualization
9
Customizable reports
7
Custom fields
9
Custom objects
9
Scripting environment
7
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
7
Social data
8
Social engagement
8
Marketing automation
8
Compensation management
9
Mobile access
8