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

Use Cases and Deployment Scope

We used Salesforce as a CRM tool logging interactions with customers, detailing customer accounts, and tracking interactions with our customers. Salesforce was a daily tool that we could use to pull reports and generate tasks.

Pros and Cons

Maintains client details
Generates sales reports
Configures daily tasks and reminders

Customizing to particular industries
Highlighting potential duplicate records

Return on Investment

Great ROI tracking
Customizable fields
Tasking and calendaring opportunities

Usability

Salesforce is a giant tool and easy to get lost in. While it’s very robust in its capabilities, it’s not always intuitive and there’s many opportunities to get lost without good foundational knowledge of its potential.

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?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Other Software Used

Trello, Microsoft Planner, Calendly

Likelihood to Recommend

Salesforce is a great CRM and is helpful for sales teams to maintain a workflow of accounts. Where it gets wonky is when it’s expected to be an accounting software and track more than just the relationship.

The SalesFORCE is with me

Software Version

Modules Used

Overall Satisfaction with Salesforce.com