Salesforce Review from an 8+ year user
August 01, 2022

Salesforce Review from an 8+ year user

Kyle Kamppila | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Modules Used

  • SalesCloud
  • Force.com

Overall Satisfaction with Salesforce.com

I used Salesforce with a few different companies. We used it for our sales tracking and customer communication. We also use it to manage our mailing lists, tasks for individual sales reps, and to provide feedback to our sales team with regards to completing tasks and tracking revenue goals etc. It's a very user friendly CRM that I would recommend.

Pros

  • Automating the sales process in stages.
  • Better user experience and functionality compared to other CRM's I have used personally.
  • Very easy to manage nurture campaigns for a lot of users.

Cons

  • I preferred the classic mode that was changed and made it where I would have to click multiple buttons to figure out how to accomplish the task at hand.
  • I found with the extension and some tech issues, it wouldn't track emails periodically in Salesforce.
  • Great way to look into individual pipelines for sales people and to quickly review closed deals.
It's intuitive and user friendly to set up and manage campaigns in the nurturing process.

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?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

I preferred the look and feel of the classic mode but besides that I would have to say the only other issue to not give this a 10. Would be the extension issues that caused for manually tracking emails when they were not being recorded in an automated way.
Very prompt and friendly customer service.
It has helped the process with individual sales goals and to track what sales people were accomplishing in the nurture process. You could easiely compare how two individuals were doing in easy to use charts. You are also able to easily customize the carts and graphs based on what filters etc you wanted to use. It helps provide different departments an easy insight on where we were with YTD or MTD goals.

Salesforce Sales Cloud Feature Ratings

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

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