Item: Salesforce Sales Cloud
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

Salesforce is the hub for all of our accounts, contacts, opportunities, contracts/quotes and everything we do. The challenges that I see are that with so many verticals, teams, and moving parts using it and having fields and workflows added to it, that it has become a monster with pages and pages of fields that we don't use but others do. The result is that anything we need to accomplish takes place in SFDC and it takes a lot time, frustration and training to get things done. Also, every backoffice request requires a case which means that there are so many cases that we put a limited number of individuals in charge of assigning them. This creates a backlog and more delays.

Pros and Cons

Organizes contacts under an account
Provides reports on accounts and tasks
Provides for opportunity creation, description, and tracking

I'd like to see a global roll up, but individual customized versions by team
Consolidate! Agreements are often found under attachments, contracts, confidential information, cases, and a couple of more places
Statuses: Make the status, owner, and last touch date/time easier to find

Return on Investment

It requires a lot of time to manage but does a good job keeping everything in one place
Managers! Quit having sales professionals create spreadsheets and reports ad hoc. The information is in SFDC. Build a report so you can get it yourself.
If used properly and not restricted and overmanaged, SFDC will provide huge ROI

Usability

It has a lot of capabilities, features, and functions. The downside is that some companies put the workload on the sales team and then still require extra reporting, tracking, and work outside of SFDC. They simply need to learn to use the reporting functions better.

Key Insights

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?

Would you buy Salesforce Sales Cloud again?

Yes

Other Software Used

Salesloft, ZoomInfo SalesOS, Experian Credit Risk

Likelihood to Recommend

SFDC is great for organization, tracking, and reporting. Just beware of mission creep where management wants to add every little item which forces users to waste time filling out fields and forms that do not promote moving opportunities along. Remember that the users need to be able to make changes and update the information in SFDC. Do not restrict access so much that they can't get the job done.

Tracking the good and bad of Salesforce

Software Version

Modules Used

Overall Satisfaction with Salesforce.com