Salesforce.com increases productivity
July 22, 2021

Salesforce.com increases productivity

Hans Hong | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Software Version

Unlimited

Modules Used

  • SalesCloud
  • Chatter
  • Content
  • Knowledge
  • Field Service
  • CPQ

Overall Satisfaction with Salesforce.com

Our entire business uses Salesforce.com to run customer-centric processes, sales, marketing, quoting, customer service, and field service. Because of this, it is actually very advantageous because everyone is using the same data and we can build entire business and customer processes around it. All of our associates have wide and deep visibility, and this is especially useful for customer-facing field teams (sales, service).
  • Declarative business automation
  • Accessibility on multiple platforms
  • Ability to design just about any sort of business process/automation you can imagine
  • Mobile apps and compatibility with their lightning components is sometimes lacking
  • Field service mobile app, while modern, could evolve faster with better offline capabilities
  • Performance and speed even on modern browsers and computers is sometimes not great
  • Huge increase in leads (300%) from field service when we implemented it
  • Visibility and tracking of opportunity funnel in field service top-down
  • Increased productivity of about 10% in field service

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?

Yes

Did implementation of Salesforce.com go as expected?

Yes

Would you buy Salesforce.com again?

Yes

Jira Software, Jira Service Management (Jira Service Desk), Oracle CX Commerce (formerly Oracle Commerce Cloud)
Lightning UI is rather flexible and helps users get the data visible they need quickly. It can be slow, however--especially if the pages are complex with lots of data to pull in. It is very nice to have the ability to conditionalize components based on criteria (user, record, or otherwise).
Sometimes it's very difficult to get through their first level of support. It's like they don't read your case notes and ask you to repeat yourself over and over. They have made improvements for us recently though, so I can't say it hasn't improved in the past year to year and a half.
Running CRM, customer flows, just about anything is excellent. But it is still not really purpose built in ways that could replace a legacy or more expansive ERP system like Oracle. For example, invoicing and billing modules could be built in SFDC but would require some very heavy modification, whereas applications like Oracle and SAP already have an out-of-the-box ability to just hit the ground running.

Salesforce Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
8
Quote & order management
7
Interaction tracking
7
Channel / partner relationship management
7
Lead management
8
Email marketing
5
Task management
4
Reporting
8
Forecasting
8
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
8
Single sign-on capability
10
Social data
7
Social engagement
8
Marketing automation
8
Compensation management
Not Rated
Mobile access
7