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

Use Cases and Deployment Scope

Salesforce is used as our primary CRM system to manage data, leads, conversations, conversions, pipeline etc. Using the system, we are able to segment customers, personalize outreach, centralize and organize lead capture and follow ups, and forecast sales trends. The system also helps us build and optimize outreach experiences for leads, helping to improve conversion ratio.

Pros and Cons

CRM
Lead nurture
Lead assignment
Tracking

Price of the product
Simpler user interface
Loading times

Return on Investment

Improved the tracking metrics
Improved our ISR team's ability to execute and track
Cost of CRM increased from our previous system as this is one of the more expensive ones in the market

Usability

Good usability, dashboards are easy to navigate. However, there is a bit of a learning curve. Not super intuitive, but can learn without too much coaching. Not used the help functionality of the system, I understand there is one integrated. Mobile interface isnt that easy, can be improved for sure.

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?

I wasn't involved with the implementation phase

Would you buy Salesforce Sales Cloud again?

Yes

Other Software Used

Adobe Marketo Engage, Pardot, Microsoft Dynamics 365

Likelihood to Recommend

It is well suited for a team which knows how to work the system, regularly maintains both the system and the data inside, and with an organization to support. It isnt really easy to use for a smaller organization. Data export can be cumbersome at times, however, the amount of customization and tracking you can add is great!

The force of Salesforce - CRM powering business!

Software Version

Modules Used

Overall Satisfaction with Salesforce.com