Super convenient way to manage my leads
November 07, 2019
Super convenient way to manage my leads
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.
- 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.
- 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.
$1 to $10 million