Salesforce CRM Review
November 05, 2025

Salesforce CRM Review

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

Overall Satisfaction with Salesforce CRM Analytics

We use the system to input accounts, clients, any leads, any opportunities that we have for our system or for our company. But we use that probably daily. We pull reporting based on that. If we need to do any outreach personally for that, I usually use it, utilize it for outreach, and then just pretty much like customer management and everything like that.

Pros

  • I will say the reporting is extensive. You can pretty much do anything. I really like the custom reporting of that. I like that it gives you the opportunity to do accounts and separation for actual opportunities and customers, and then also leads. So I like that you can kind of divide it all up.

Cons

  • I would say since we are kind of smaller, that if it could be a little bit more simplified sometimes in certain areas. Like with reporting, I use a lot of the customer reporting just because a lot of the reports are very extensive. So I would say just making it a little bit more simplified in that terms.
  • We use MailChimp, and so having the ability to pull our list into MailChimp, that would be pretty nice too.
  • I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
Because being new to it, it's so big and so many things that you can do with it. That's why I was saying our company's pretty small, so maybe having a simplified version of it or step-by-step kind of thing. Once I got in there, it's been very easy to navigate, but in the beginning it was a little difficult.

Do you think Salesforce CRM Analytics delivers good value for the price?

Yes

Are you happy with Salesforce CRM Analytics's feature set?

Yes

Did Salesforce CRM Analytics live up to sales and marketing promises?

Yes

Did implementation of Salesforce CRM Analytics go as expected?

Yes

Would you buy Salesforce CRM Analytics again?

Yes

For me personally, I would say it's very good. I mean, I don't think I would have any areas that it's not appropriate. Anytime we have a conversation with a client or a customer lead, we always input everything into it.

Salesforce CRM Analytics Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
Not Rated
Pixel Perfect reports
Not Rated
Customizable dashboards
Not Rated
Report Formatting Templates
Not Rated
Not Rated
Drill-down analysis
Not Rated
Formatting capabilities
Not Rated
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
Not Rated
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
Not Rated
Report Delivery Scheduling
Not Rated
Delivery to Remote Servers
Not Rated
Not Rated
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
Not Rated
Pattern Recognition and Data Mining
Not Rated
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Report-Level Access Control
Not Rated
Single Sign-On (SSO)
Not Rated
Not Rated
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
Not Rated
Not Rated
REST API
Not Rated
Javascript API
Not Rated
iFrames
Not Rated
Java API
Not Rated
Themeable User Interface (UI)
Not Rated
Customizable Platform (Open Source)
Not Rated

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