Great reports!
December 24, 2021

Great reports!

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

Software Version

Enterprise

Modules Used

  • Force.com

Overall Satisfaction with Salesforce.com

We use Salesforce as a CRM for service cases, to track wholesale accounts, and to manage D2C leads. We also rely heavily on reporting to track lead gen activities, customer service productivity and revenue, expense and profitability metrics. Over the years we have added additional Salesforce products for more robust customer insights and reporting.
  • Great user interface to help users organize feedback in real time
  • Reporting tools - Einstein analytics
  • Account management and troubleshooting support
  • Training via trailhead and other modules
  • Integration between products (eg marketing cloud) not seamless
  • Omnichannel isn’t really omnichannel without 360
  • Every customization requires dev experience (not just admin)
  • We can react to trends in customer service faster, which saves us money.
  • We can provide inventory visibility to the entire company to improve sell-through and forecasting.
  • We can manage many lead streams and campaigns and scale up or down faster.
Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.

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?

No

Would you buy Salesforce.com again?

Yes

Intuitive user interface ans great training resources. Features like flows provide added User interface benefits.
Great talent and training for account reps. It is frustrating that they swap every year or so.
Reasonable model and somewhat flexible. Should be quarterly or semi-annual payments always. Annual is a bit steep.
Good for: Bigger organizations with many accounts to manage and more complex heavy lead gen activity that requires close management.
Not needed for: fewer accounts with longer business development timelines and simple revenue streams.

Salesforce Feature Ratings

Customer data management / contact management
9
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
8
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
7
Email marketing
9
Task management
Not Rated
Reporting
9
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
9
Role-based user permissions
9
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
5