Data Integrator thoughts on Salesforce.com
June 30, 2021

Data Integrator thoughts on Salesforce.com

Quentin Goin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Force.com
  • Chatter

Overall Satisfaction with Salesforce.com

[Salesforce.com] is being used across a large part of the organization to track customers, prospects, partners, sales and much more. Having a single platform for users to easily access on their mobile device or web is beneficial for IT tracking and managing data. From expense reports to managing visibility of parent/child companies, Salesforce can be configured to do it all.
  • Easy on the eyes. Present data effectively on the screen.
  • Manage many different objects.
  • Easy access for all users from mobile to web.
  • By default there is usually a lot of scrolling by the end users.
  • Permissions are confusing if get too detailed.
  • API limitations can be frustrating to data integrators.
  • Have seen slower load times than some other competitors.
  • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
  • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
I actually did not select Salesforce, I use [Salesforce.com] as a data source when integrating systems together for my clients. My clients have selected either Salesforce or Microsoft CRM for the most common CRM tools from my experience. Both tools are very flexible and can be made into a streamlined process or confusing grouping of ideas.

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

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Salesforce.com again?

No

End users seem to like using Salesforce.com.
It is difficult to get complex issues resolved with nearly any Support department if you can't get the level 1 person to understand what complex tasks are taking place. Not bad for the first level support. I would recommend a Salesforce consultant for complex issues.
[Salesforce.com] does well tracking prospects, customers, opportunities, orders, etc. It is easy to add custom fields and create your own objects. It looks nice and users appreciate the usability.
It does not do as well when you need to customize permissions to many degrees or in great detail. If a methodology is not followed, troubleshooting permissions can be confusing.

Salesforce Feature Ratings

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