Best support resolution and customer retention tool
March 06, 2026

Best support resolution and customer retention tool

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

Overall Satisfaction with Salesforce Data 360

it help us to create a unified customer profile, keep us up to date on the client history all around from sales and marketing to support team and invoicing. We had data in different tools, excels, crm, mails, notion, etc. Salesforce 360 provide a wider range of a client life cycle. This help us to improve out marketing strategy and customer retention.

Pros

  • We keep our sales team up to date, this help them to meet their sales quota easier and sooner in the month
  • the marketing team can segments customers to deliver more relevant and personalized campaigns
  • keep the time response lower in support tickets

Cons

  • improvement in data: when you connect it to a CRM or upload an excel spreadsheet, you need to enter and clean some data or erase duplicate records- It happen to us when we upload customer and account info.
  • Rules on segments are not that clear, and it even takes professional support team to create more complex segments
  • workflows sometime require strong technical knowledge, and options are way different in languages other than English. We have our app in Spanish and some translations are odd.
  • Som options lack of user friendly features. Not intuitive at all.
  • Our salesteam spends almost 20-25% less time on manual processes such as prospects follow ups, demos, onboarding, invoicing and closing.
  • We improve around 28% in sales due to lead to customer conversion for digitally engaged prospects compared to last year when we didn't have this tool.
  • We reach our renewal quota on time at least 90% of last year, thanks to renewals visibility and recovery of lost licenses.
  • We reduced the time spent in a support ticket by approximately 40%
Most of the daily use features, are very usr friendly, intuitive, every end user can learn how to manage and operate basic activities such as enter information, send an email, send a campaign, create an email marketing template, run a report on the renewals for the month, open and close a support case, create new account or a new contact, etc.
  • Intuit Mailchimp
  • HubSpot CRM
  • Odoo Sales
  • Zendesk Suite
Salesforce has different version which can de adequate to smaller companies like ours. It also has a more complete suite than the others, is easier to use and way faster to start using it. Their support and sales team are very friendly and attentive. They're always ready to answer our questions, and what I like the most is that humans always respond our question, not AI like most of the other tools assistance.

Do you think Salesforce Data 360 delivers good value for the price?

Yes

Are you happy with Salesforce Data 360's feature set?

Yes

Did Salesforce Data 360 live up to sales and marketing promises?

Yes

Did implementation of Salesforce Data 360 go as expected?

Yes

Would you buy Salesforce Data 360 again?

Yes

I think the very best case scenario that I can mention is the integrated data. For example, we used to have notion, hubspot, Microsoft Teams, one note, one drive, mailchimp and a support ticket tool plus some outlook widgets to help us storage and manage client data and support information. Nowadays, we only use Salesforce to do what we used to do in almost 10 different apps. BUT if want to describe a less appropriate scenario, I would say, this is not for a small company where you can manage all your info through excel and outlook. It's expensive, mostly if you dont have USD as your local currency.

Salesforce Data 360 Feature Ratings

9.0
Connect to traditional data sources
8
Connecto to Big Data and NoSQL
10
9.0
Simple transformations
10
Complex transformations
8
9.0
Data model creation
9
Metadata management
8
Business rules and workflow
8
Collaboration
10
Testing and debugging
10
9.0
Integration with data quality tools
9

Comments

More Reviews of Salesforce Data 360

  1. Home
  2. Data Integration Tools
  3. Salesforce Data 360 Reviews
  4. User Review of Salesforce Data 360