Item: Salesforce Sales Cloud
Rating: 7
Author: Allie Donahue

Use Cases and Deployment Scope

Salesforce.com was used as our main CRM system. We used it to track wins, track prospects and keep track of ongoing sales activity. Our partners had access to view their data but the entire company was not given licenses due to expense. Our marketing team was the primary user of the product.

Pros and Cons

Easy to navigate
Easy to add new opportunities
Lots of ability to customize

Licenses are extremely expensive
It felt like we were constantly being upsold
Backend could be difficult to navigate at times

Return on Investment

It helped us to hold partners accountable for opportunities
It was easy to generate our pipeline and track actual wins
It made our end users more likely to track their data

Usability

As an end user, its pretty simple to navigate and hard to screw up. As an administrator, I found it tough to master and we ended up using a consultant to help us set up a more ideal workflow. It can be very expensive to get Salesforce.com to where you want it to be without outside help on a regular basis.

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

Templafy, Visme, Canva

Likelihood to Recommend

Salesforce.com is great if your IT team can support you and help with implementation from the start. Your data must be clean when you set up the system or you will experience many issues along the way. Having a Salesforce.com, dedicated administer is crucial to keep data clean and organized otherwise you'll have duplicates and unclean data.

Easy to use, hard to master as an admin

Software Version

Modules Used

Overall Satisfaction with Salesforce.com