Salesforce: Salesperson's Best Friend
February 24, 2020
Salesforce: Salesperson's Best Friend
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce Commerce Cloud
While this is used as a current customer tracking solution, Salesforce is primarily used as a prospecting, tracking & active opportunity sales cycle tool. We leverage leads for prospecting. Contacts are added to Accounts once they become engaged with our products/services or take meetings. Then, we use the Opportunity to track all things around our sales methodology (MEDDPICC).
- Task reminders - never forget a customer follow.
- Reporting to see how meetings, pipeline, closed business, $$ all stack up!
- The layout of the "Lightning" version is a little clunky... more clicks to see info on a single page.
- The "Related" tab is annoying that you have to click on it in an Account view to get more details on related Opportunity or Contact info or Activity... it should be an easy scroll down to view all. Not a click everywhere, and have things load, and then only get a subset of what you looking for to then click in more & continue drilling in for more detail.
- Helps me conduct day-to-day sales operations & customer followup.
- Makes sure I stay on top of renewals while also moving new clients through the sales process.
Salesforce is the most complete solution as well as far more flexible with the amount of customization & integrations. The other solutions all feel old & rigid when using. Others are simply not easy to use.
$1 to $10 million