Salesforce in the Workplace
February 13, 2020

Salesforce in the Workplace

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Commerce Cloud

Salesforce is being used as a CRM to house all accounts, create opportunities when we are in touch with accounts, and also store all information about each of the businesses we are prospecting or are current customers. We use Salesforce mainly in our sales department but also cross-functionally with our finance teams.
  • Stores all data we have discovered about prospects.
  • Reach out is easily accessible.
  • The switch from Classic to Lightning is tough in a startup because not everyone is forced to switch and that causes confusion.
  • The filters to create your own CRM are not easy and we have to hire contractors to do that for us.
  • Too hard to build out and customize without a contractor.
  • The mobile app is horrible and does not work very well.
I have used Pipedrive as a CRM and although less advanced than Salesforce, it was far sleeker and easier to use for a startup company. As we build and grow switching to Salesforce just makes sense because we will be forced to use more complex filters for our deals.
Although there are many things I would like Salesforce to do better, we wouldn't be able to function as a sales organization without it. It keeps us organized and compliant on the information we have. It also gives us access to prior information that past reps have used as well as the many integrations.