Salesforce is the only CRM for managing enterprise clients
March 24, 2023

Salesforce is the only CRM for managing enterprise clients

Kevin Clifford | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter
  • Slack

Overall Satisfaction with Salesforce.com

I use Salesforce every day to manage the enterprise accounts that I manage, along with activity within the account, forecasting, revenue projections and communication amongst fellow team members. In addition, I use Salesforce for regular reporting and management of marketing activity to my existing accounts for renewal and upsell opportunities. The business problems the solution solves is around overall management of pipeline and forecasting along with account management and license management.

Pros

  • Activity tracking
  • Opportunity management
  • Contact management

Cons

  • Creation of reports could be more clear and easier to use
  • Price quote functionality can be difficult for non-standard use cases
  • Chatter functionality could have more tools, including an easier way to cut and paste graphics (screenshots)
  • Positive ROI for pipeline management and forecasting
  • Positive ROI for management contacts and activity with contacts + tasks
  • Negative impact related to accuracy of reporting
Overall usability is great - I have used the platform for a long time so I know how to navigate around easily. Challenges are around creating accurate reporting and usable dashboards. However, it works really for opportunity management, forecasting and contact management. I can not imagine using another CRM tool as this point.
I've used Act CRM by Xperience previously. Salesforce is way more robust and intuitive and meets the needs of an enterprise company with enterprise clients way more effectively. I don't think there is another CRM in the market with the overall functionality and usability that can complete with the Salesforce platform for someone in my role.

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?

I wasn't involved with the implementation phase

Would you buy Salesforce Sales Cloud again?

Yes

Salesforce is great for overall account management, including contact, subscriptions, licenses and forecasting. It isn't necessarily well suited to collaboration as the Chatter functionality could be improved with more features. Alternatively, if you're using Slack, the collaboration improves considerably. The intuitiveness of creating reports also has room for improvement. Finally, the price quote functionality can be challenging to use if the price quote is non-standard.

Salesforce Sales Cloud Feature Ratings

7.5
Customer data management / contact management
9
Workflow management
7
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
6
Quote & order management
6
Interaction tracking
7
Channel / partner relationship management
Not Rated
Customer Service & Support ()
Not Rated
6.5
Lead management
7
Email marketing
6
7.0
Task management
8
Reporting
6
6.3
Forecasting
7
Pipeline visualization
7
Customizable reports
5
7.0
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
8
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.0
Marketing automation
7
Compensation management
Not Rated
7.0
Mobile access
7

Using Salesforce.com

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Contact management
  • Forecasting
  • Opportunity management
  • Creating reports
  • Creating dashboards
Yes, but I don't use it

Comments

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