Easy to use / Easy pipeline plotting
March 08, 2022

Easy to use / Easy pipeline plotting

Antoine Chami | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • SalesCloud
  • Force.com
  • Chatter

Overall Satisfaction with Salesforce.com

The main goal of Salesforce is to follow business pipeline. In our setting, we have declared companies, contacts, opportunities, and requests. The tool is efficient to get access to information on the web or mobile at any time. It is excellent to track business opportunities and link them to an account in order to be able to reverse engineering a customer organization and be able to maximize our customer's satisfaction. It is helpful to monitor tasks and has a follow-up of actions. The main issue we are solving is tracking business opportunities and having a business review that allows us to have a better understanding of our market footprint.
  • Registering calls / mails / exchanges
  • Setting up graphs from incoming data
  • Access from mobile / computer / tablet from web or app
  • Data visualisation (plotting graphs)
  • Regrouping data
  • Draw a company organisation or hierarchical
  • Keeping the pipeline at a certain level to ensure that we bring business to the company
  • Difficult to personalize customer speech
  • While some customers will reply to mails, others will be afraid and will be afraid of an incoming salesforce email
I like the support website. Large user community Good tutorial online. Easy to gather information and help to personalize the salesforce for our company.

Do you think Salesforce Sales Cloud delivers good value for the price?

Not sure

Are you happy with Salesforce Sales Cloud's feature set?

Yes

Did Salesforce Sales Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Smooth and easy-to-use interface. The Lightning experience is interesting to use the app whenever we want and however, we want. Easy to push data in and plot them. Comfortable to have an online reporting that I am able to share with all stakeholders. Chatter brings also a good tool for internal communication
Scenarios that are well suited I use to gather customers' requests throughout the year, request come indistinctly from several entities from my customer. I mean that an entity will send a request in march one in July and another in December. another entity will send four requestion in January and 2 in September. Salesforce is useful to help me regroup those requests and understand the strategy of the entity. I still have to import manually the data but as long as the data are structured you can then easily manipulate them afterward and give some intelligence to the business story. Bad scenario It is difficult to gather unstructured data to add them into Salesforce. While we have to deal with some unstructured data, the major work is to consolidate data write them, and sort them in Salesforce.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
6
Workflow management
8
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
8
Lead management
8
Email marketing
8
Task management
8
Reporting
8
Forecasting
7
Pipeline visualization
9
Customizable reports
8
Custom fields
10
Custom objects
9
Scripting environment
8
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
9
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
9
Mobile access
9