Salesforce - the new team member :)
January 05, 2022

Salesforce - the new team member :)

Mona Darwish | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Modules Used

  • Chatter
  • Content
  • Knowledge

Overall Satisfaction with Salesforce.com

I used Salesforce to help organize cold/warm leads with data points attached to each including notes, timestamps, and attachments. Salesforce also helped me manage my opportunities in a very organized way, dependent on where they were in the sales cycle, deal size, next steps, etc. Another important aspect of Salesforce was that it helped me improve forecasting accuracy, so that I could properly track my personal pipeline to reach my sales goals. One of the business problems we had was reaching customers at a mass scale, so with Salesforce, we could actually send out mass emails to bring in more leads, touch base with our customers, and/or educate companies on the climate of the industry. The mass emails could even be personalized, making our potential leads and customers more attracted to opening our emails.
  • Lead Organization.
  • Mass Emails.
  • Managing Opportunities.
  • Logging and Analyzing Data.
  • Prospecting.
  • Custom Fields can be a bit confusing and disorganized.
  • Pulling specific reports could use more simplification.
  • Customer Support is not always easy to navigate.
  • With the use of Salesforce, we saw an increase in close rates go above 40%
  • Salesforce helped us increase our lead generation by over 50%
  • Engagement rates were up over 100% with mass email features.
Customer support is a bit difficult to get in touch with and explain certain issues without some confusion.

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

Very easy to use and the interface is very user friendly and easy to navigate!
Salesforce is a wonderful tool for the Sales & Marketing teams. It helped us all work together and have an organized workflow with our reach out and organization of touchpoints with specific companies/customers. Salesforce is also impactful in organizing new opportunities within existing accounts as well, so our team is always up to date on making sure our customers are communicated within a timely manner. Overall, Salesforce helped our team increase engagement, lead generation, and most importantly, closed-won deals!

Salesforce Feature Ratings

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