Positive force for your growth organization: Salesforce
June 30, 2021

Positive force for your growth organization: Salesforce

Bryan Goodyear | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Content

Overall Satisfaction with Salesforce.com

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

  • 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.

Cons

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

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?

No

Would you buy Salesforce Sales Cloud again?

Yes

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

Salesforce Sales Cloud Feature Ratings

7.6
Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
7
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
6.0
Lead management
6
Email marketing
6
7.0
Task management
Not Rated
Reporting
7
7.3
Forecasting
7
Pipeline visualization
8
Customizable reports
7
8.0
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
9.5
Role-based user permissions
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Comments

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