Salesforce has Been Good to Us
March 23, 2023

Salesforce has Been Good to Us

Dee Moore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Force.com
  • Chatter

Overall Satisfaction with Salesforce.com

Great at managing leads, converting to opportunities and then projects. Easy to search and find clients. Lightning has relevant news which I love. We can collab as a team and communicate in Chatter.

Pros

  • Relevant news pertaining to Accounts in our database which we can share on Social media
  • Easy to convert an opp to a Project and add stakeholders
  • We manage Campaigns for our events like dinners and networking events. Easy to manage the RSVPs
  • Uploading files to share with the Team

Cons

  • Remove the Authenticator and go back to passwords. That one recent change has made some of my team members seek alternative CRMs.
  • It has been a great help at tracking client Activity
Nice esthetic on the front end but not too user-friendly or easy to customize
We still have Salesforce but have had a demo of Hubspot

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

Being able to add custom fields and tabs, email templates, enhanced reports and dashboards, and automated task management were things we all needed as a team. Salesforce has all of the above. Also, we were able to create automatic email alerts for deals dependent on their size and can auto-assign tasks as a deal progresses. You can also automate manual tasks such as filling out orders or putting together in-depth proposals. It’s straightforward and flexible.

Salesforce Sales Cloud Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Interaction tracking
10
Channel / partner relationship management
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
10.0
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
Social CRM ()
Not Rated
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Comments

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