SFDC - CRM and a main source of truth for data.
September 18, 2021

SFDC - CRM and a main source of truth for data.

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

Software Version

Enterprise

Overall Satisfaction with Salesforce.com

Salesforce.com is the customer relationship management (CRM) tool used by the whole organization particularly sales, marketing, services, and finance regarding customer information, deals, and tasks. It's one of our main sources of truth, along with the marketing automation tool, when it comes to data verification, data analysis pullout, and reporting.
  • Huge database
  • Customize accessibility of reports
  • Sync with marketing automation tool
  • Need for deduplication of records (contacts and leads)
  • Some fields / history not syncing with marketing automation tool
  • Merging of records erase the history of the deleted record (which could be essential)
  • One source of truth for data
  • Synced with marketing automation but needs improvement
  • Custom report limited to 3 objects
We do have an in-house team to help us with our Salesforce.com (SFDC) needs and though sometimes it [is] due to technical glitches, which may take a long time to address, we do workarounds to ensure that we are still able to send our deliverables (e.g. for our team, reporting wise).

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

Yes

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

No

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

Salesforce does its job well as a source of truth when it comes to our data. Some features can still be improved but we are using the classic version for now and this review may be updated once we go to the lightning version. It does its job so I think that's what matters.
It's a great customer relationship management in the view of sales and services. Marketing wise it's difficult for lead management and we've experienced some syncing issues with the marketing automation tool. We've noticed that when records are merged, important info from the deleted record is not available anymore and this sometimes causes difficulty with alignment in reports. The custom report format too is only limited to 3 objects.

Salesforce Feature Ratings

Customer data management / contact management
5
Workflow management
6
Territory management
Not Rated
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Lead management
4
Task management
7
Reporting
2
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
5
Compensation management
Not Rated
Mobile access
6