Item: Salesforce.com
Rating: 9
Author: Bryan Goodyear

Use Cases and Deployment Scope

Salesforce.com is used at our organization to manage growth opportunities globally by our sales and account teams. It helps provide visibility in areas where we are growing, pursuing opportunities, where we are in that process and can reveal the health of our pipeline (for example, help expose areas that may need more pipeline).

Pros and Cons

Effective CRM tool when configured to meet the needs of your business.
Native reports provide tools to the user.
Simplicity
Free educational tools available via the Salesforce website.

Thoughtful design and configuration is needed to gain value from the tool.
Can be seen as an administrative task rather than a value add by some sales or account groups.

Return on Investment

Positive ROI, integral to multiple business processes.
Valuable insights.

Key Insights

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

Yes

Are you happy with Salesforce.com's feature set?

Yes

Did Salesforce.com live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce.com go as expected?

Would you buy Salesforce.com again?

Yes

Other Software Used

Microsoft Power BI, Microsoft Visio, Microsoft Project, Microsoft Planner, Microsoft Yammer

Usability

The success of Salesforce Implementation is largely dependent on process design enabled by Salesforce alongside change management. Salesforce alone will not improve your business, so the upfront investment of time to ensure the correct processes are designed and supporting Salesforce configuration and senior leadership support will result in successful deployment and usage of the tool.

Support Rating

Whenever there is a major issue with Salesforce, we're able to open a ticket to interact with their support team, which is responsive.

Likelihood to Recommend

Salesforce should be leveraged as a CRM tool, which is what it's best at! When you have quality data, growth leaders can leverage it to create white space mapping for accounts, hold pipeline reviews, and create financial forecasts based on pipeline data as an input. It can also be used to manage the movement of opportunities through sales stages. Salesforce is best used when enabling value-adding business processes, rather than just as an administrative or reporting tool.

Positive force for your growth organization: Salesforce

Software Version

Modules Used

Overall Satisfaction with Salesforce.com