Industry standard CRM
May 31, 2022

Industry standard CRM

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce.com

We use Salesforce as our CRM. Our sales reps are the main users. We have a few people in ops who work on the admin side of things. Our primary use case for Salesforce is tracking sales activities and results.

Pros

  • Creating reports
  • Customizable fields
  • Building dashboards

Cons

  • Reporting feature can be buggy (when dragging and dropping)
  • Lead and contact objects seem redundant
  • Sync issues with marketing automation
  • Faster sales cycle
  • More data on sales activities
  • Track customer success info
I have not evaluated any alternatives to SFDC.

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

Yes

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

Yes

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

Yes

Did implementation of Salesforce Agentforce Sales go as expected?

Yes

Would you buy Salesforce Agentforce Sales again?

Yes

I think the new lightning UI is a massive step up from the classic version.
I wish they had a live chat feature.
In my experience, every B2B company with any significant revenue should be using Salesforce as its CRM. Smaller companies and B2C companies may not need to use CRM, but I cannot speak to alternatives.

Agentforce Sales Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
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
10
Customer Service & Support ()
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
10.0
Task management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
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

Comments

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