Item: Salesforce Sales Cloud
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Tracking projects and maintaining customer information. Salesforce allowed my team to keep pushing sales projects forward even if team members changed jobs, are out of office etc.

Pros and Cons

Keeping customer and project information in a centralized location
Advancing projects through various stages/gates
Email marketing campaigns

Easily accessing attachments and sharing within an organization
Create a learning community within the SF environment that is easy for casual users to access
Honestly, TrailHead comes across as a lot of advertising / marketing content trying to sell additional modules, rather than an actual educational space

The features are wonderful, but the learning curve is steep. We had a single person who would create customizable reports/etc, and it seemed like she was a tech oracle - individually, we did not feel we could/should be generating the reports because it 'wasnt our job.' Essentially saying "I am a salesperson, not a CRM manager, I need to be talking to customers, not creating SF dashboards."

Alternatives Considered

Epicor Kinetic

Salesforce is much more geared to CRM than Epicor

Key Insights

Do you think Salesforce Sales Cloud delivers good value for the price?

Not sure

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

Other Software Used

Camtasia, Adobe PhotoShop, Epicor Kinetic

Likelihood to Recommend

SF is very good to track projects/etc IF AND ONLY IF an organization embraces it fully. Advancing projects through different gates or stages is relatively intuitive, and tagging/flagging team members with tasks is easy. However, my organization did not use it as an active tool, but rather as a tracking tool. We still relied way too much on email.

Fantastic tool, if you take the time to learn how to use it (and have a guru to help)

Software Version

Modules Used

Overall Satisfaction with Salesforce.com