Salesforce, you one stop shop for your sales and marketing needs!
November 17, 2021

Salesforce, you one stop shop for your sales and marketing needs!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Partner Portal
  • Content

Overall Satisfaction with Salesforce.com

Salesforce.com is being utilized across sales and marketing departments in our organization. It is mainly used for managing the company's database as well as tracking all sales marketing campaigns. Salesforce enables us to see the overall performance and opportunities that are being generated for each project. This surely helps us manage the campaigns and their costs over time.
  • Creates tasks for BDRs specific to telemarketing
  • Manage costs and create overview of each expenses for the campaigns
  • Manage opportunities for all sales and marketing projects
  • Integration of Marketo
  • Not all salesforce data is being synced to our Marketing Automation tool
  • The classic SFDC is more user friendly than the lightning version
  • Generated more booked meetings from tasks created for telemarketing
  • Marketing Qualified Lead conversion is continuously improving
  • BDRs are able to easily call the contacts who are currently hot leads
The support team of Salesforce is very responsive and helpful. I did not give a perfect 10 rating as there is always room for improvement when it comes to the overall support. Even though we were able to easily troubleshoot the inquiries, it is better if Salesforce creates a live support chat whereas an agent from Salesforce will answer some of our queries in real-time. This will further save time in terms of waiting for feedback on the issue via email.

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

Salesforce is being used in my department on a daily basis. So far, I haven't experienced any major issue that was unsolvable by the support team. This just means that Salesforce is able to cater our day to day needs for our work to function accordingly. Both classic and lightning instances are being used by my team and even though they completely look different, all basic controls and tabs are easy to figure out and use.
I'am not part of the team who purchased the product.
Although not all updates being in Salesforce are directly syncing to Marketo, the efficiency of how they both work together is still seamless. Pulling out reports for opportunities created is very helpful from the sales and marketing operations all the way to the executive levels. These reports provide the whole organization [with] an overview [of] where the company is currently at.

Salesforce Feature Ratings

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