great CRM tool!
December 30, 2021

great CRM tool!

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.com as our CRM database to manage customer relationships/engagements and keep track of their activities with our marketing/sales team. especially for our potential customers, Salesforce is helpful for us to handle its Accounts, campaigns, and identify their interests with our solutions. It also helps our team in properly segmenting contacts for data verification and upcoming events
  • customizeable
  • report extraction
  • integration with other software
  • detects email bounce
  • creates duplicate records
  • overwhelming data and cannot keep track
  • inactive profiles
  • lead generation
  • reports
  • limited access for some
Salesforce.com is great tool for customer relationship management and tracking the marketing/sales activities of our company. using salesforce helps in creating opportunities and tasks to achieve a sales goal and closed-won cases. Some access might not be the same for everyone (based on Department assigned) and this causes limitations when we execute our daily tasks, we have to be dependent on others

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?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce.com go as expected?

Yes

Would you buy Salesforce.com again?

Yes

yes, Salesforce.com is very helpful. this tool is great for managing customer
relationships and [keeping] track of their activities. it also enables us to create custom features for proper reporting. Salesforce.com has great integration with our marketing automation tool to seamlessly handle our data and customer engagements which also involves email marketing campaigns
I was not involve in the pricing or selection process for salesforce.com
creating potential customers and contacts will help us keep track of their marketing and sales activities and engagement with us. salesforce.com has a great synching/integration with our marketing automation tools to handle data more seamlessly. merging duplicates and too much Account creation may be overwhelming for a regular user like me. Salesforce.com is also a great database to create campaigns and mark tasks priorities of qualified leads. it's great that we can load our data with no buffers even if it's a thousand or more. though for some, not everyone has the same access since mine has some limitations with fields update

Salesforce Feature Ratings

Customer data management / contact management
10
Workflow management
9
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Lead management
10
Email marketing
10
Task management
9
Reporting
9
Forecasting
8
Pipeline visualization
8
Customizable reports
10
Custom fields
7
Custom objects
9
Scripting environment
9
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
9
Social data
9
Social engagement
9
Marketing automation
8
Compensation management
8
Mobile access
8