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