Play it safe with Salesforce.com
April 17, 2023

Play it safe with Salesforce.com

Michael Baumgarten | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter

Overall Satisfaction with Salesforce.com

Use Sales Cloud for most companies to primarily drive their lead to cash processes. My efforts include configuration, automation, process, data integrity, reports and dashboards, and integrations w other tools.
  • Provides flexibility for one to customize for any given business and/or sales process
  • Many ways to create automation and a good user experience
  • Forecasting options continue to grow
  • Easily provide ability to manage to quota
  • Lightning report builder is a time suck when compared to classic esp when selecting and moving fields around
  • Support often skips over the detail provided in support tickets and then calls or emails to schedule a call without trying to troubleshoot first.
  • For a long time, help articles did not have last updated date so couldn't rely on info being provided
  • They release and hype up new functionality before it is released when it is only half baked and not polished
  • The latency to.view recent configuration changes in lightning s just too long. It takes 15 hard refreshes and still sometimes doesnt work.
  • Flow error messages are just not intuitive for avg user. Depending on your profile you should have option for simplified error message or elaborate one
  • Personally think getting rid of profiles and replacing with permission sets is a terrible idea. We now have to consider 1000 permissions for each user rather than just look at their function
  • When end users adopt the way SF had intended the tool to be used, I have seen revenue and productivity soar.
  • No Salesforce guidance unless pay extra for it. Premier support is 15% of overall spend which is outrageous when only 3 people or less at an entire company would ever use it and even then the support team does not know your business. One would think a customer success rep would be assigned to each account and provide regular assessments for the money people pay per license with or without premier support. Unfortunately, you get nothing.
So many options for ease of use. I'm a firm believer end users should want to use the tool and not because they have to. Sadly, their report builder is terrible.
There are always pros and cons, but SF is a leader for a reason. I would argue Salesloft is the best cadencing tool out there though. Much of it comes down to support. Sadly, when companies grow their support often suffers.

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?

No

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

SF can be well suited for all industries of all sizes. But like anything, it is the people that will make it a success. End users just need to realize, it is not perfect and will not.sell for you. In addition, much patience is warranted when using new functionality.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
6
Workflow management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
6
Quote & order management
Not Rated
Interaction tracking
6
Channel / partner relationship management
6
Lead management
7
Email marketing
6
Task management
8
Reporting
4
Forecasting
8
Pipeline visualization
7
Customizable reports
6
Custom fields
8
Custom objects
8
API for custom integration
7
Role-based user permissions
8
Single sign-on capability
6
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
Not Rated
Mobile access
7