Super convenient way to manage my leads
November 07, 2019

Super convenient way to manage my leads

Christopher Frometa | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Commerce Cloud

Salesforce is being used by our sales department, billing department as well as the implementation team. In terms of how it's used I can only speak for how our sales team uses it. It's where all of our leads sit. Anywhere from potential client information to relevant data information used to help our conversations progress. We have spaces to enter data based on conversations and changing over leads to accounts once they become a client or are going through the process of potentially becoming one. It keeps us extremely organized. It's our centralized place to manage leads day in and day out.

Pros

  • Extremely user-friendly interface—easy to learn.
  • Very customizable: add fields that would be relevant to why you're using Salesforce in the first place.
  • Lead history that's logged and dated to refer back to on future conversations.

Cons

  • I wish it had an easier way to save data once writing it, could get done writing a paragraph and if you forgot to press save you would have to do it all over again
  • Positive: helps with time management, it's an easy to use interface that I spend at least 5-6 hours a day on.
  • Positive: has little things like reminders that are needed when dealing with over 300 accounts.
  • Negative: needs an easier way to just press save data, so I'm not spending time writing the same thing twice.
It is well suited in sales environments for sure. When going through sales you need somewhere to manage all of your leads. Besides just managing them and having tasks, it does a good job of having integrations not only to Talk Desk but other apps that help create contracts, call recordings, etc. The way it logs each step of the way in terms of status used to track leads makes it really easy to figure out hot and cold leads as well.

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