Solution and automation of the commercial funnel
March 24, 2022

Solution and automation of the commercial funnel

Francisco Gomez | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • Chatter
  • Data.com

Overall Satisfaction with Salesforce.com

With the implementation of Salesforce in our work, we can do much more sales work on a large scale and thus expand our sales margin. It provides us with the necessary tools for fully customizable mass mailings, and with this, we take another step in attracting potential customers to our website or social networks. It guides us all the way through our sales funnel, with task tracking features. Salesforce has been the perfect tool to apply all our commercial bases, gradually scale and evaluate our growth. One of the main functions in which we have put all our focus is on the follow-up of our action plan, totally centralized in favor of our sales vision. The analysis and prevention system gives us the perfect perspective to know if our objectives are well set, what we could improve, and thus diversify our ideas. It has allowed us a more direct link with each of our clients, potentially increasing our profile as a company.

Pros

  • Detailed reports of prevention and forecast of commercial plans, work towards our commercial funnel, and visualize the possible future of our action plan.
  • The interface adapts to our usage needs, customizable API as well as the main screen to use the tool in the most comfortable way possible.
  • Automation in various procedures, which makes our work much easier, covers different aspects from the administration of opportunities as well as the integration of the emails of our clients and potential clients.
  • Mobile access is essential for our work, we can continue reviewing and checking daily monitoring from anywhere without having to be next to a computer.

Cons

  • Consulting with customer service is not as easy as I expected, it is quite tedious, and they do not respond quickly. I have had to solve problems on my own as they took too long to give me a solution.
  • Although it has very good customization, management, and integration functions, doing all this might sound simple but it is not, they offer little help to know the use of each tool well and without a doubt, it can make the job a bit tedious.
  • We use Salesforce.com management for multiple aspects in the commercial area, when we use many at the same time the page becomes slow and heavy, so we must close tabs to try to make everything flow, which could be a little lighter.
  • We make sure to perfect our commercial funnel and with this comply with each step to reach our target audience.
  • We optimized the positioning of our company and how it was being received.
  • Sending mass emails allowed us to have an entry and vision to potential clients and has allowed us to diversify our marketing management.
Although HubSpot is a very good tool, its interface is a bit simple and it does not offer the endless tools that Salesforce offers, it, in turn, provides a wide variety of functions and customization that HubSpot did not offer me before and that is why I decided to adapt to it. a tool that would provide me with all the options that I needed and thus be able to adapt our management to commercial needs.

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

Yes

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

Our sales and marketing team has completely adapted to the use of Salesforce, we have tested three versions to complement each aspect of our work and the service and interface of each of these have been quite fluid. It offers us exactly what we need and the reports they offer us are undoubtedly an indispensable aid for our work.
From our personal experience the customer support is not very attentive, the response did not seem fast and the solution they offered is not what we really needed. At least it offers an open channel with good documentation for advice.
With our experience and the test of other CRM software, we can highlight that without a doubt Salesforce.com offers everything you may need to do correct management, great tools for monitoring commercial tasks, error prevention reports with which you can take care of the details of your projects, sending mass emails to capture your exact audience, a comfortable interface with the necessary integrations to carry out a fluid work. I'm sure you have enough pros to want to try and boost your sales with Salesforce.

Salesforce Sales Cloud Feature Ratings

9.6
Customer data management / contact management
8
Workflow management
9
Territory management
10
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
9
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
9.7
Forecasting
10
Pipeline visualization
9
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

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