Item: Salesforce Data 360
Rating: 8
Author: Verified User

Overall Satisfaction with Salesforce Data 360

Use Cases and Deployment Scope

This has been a great CRM to track all the activities of our clients and manager their current, past cases to use for reference and source of truth. Also a great tool to manage sales to see activity, out reach, communication and status of new leads from start to finish.

Pros and Cons

Pros

Tracking
Customer Manager
Case overviews

Cons

More integrated solution to slack
Allow screenshots in the body of emails sent through cases
Pictures in signature lines for emails

Return on Investment

Been a good source of truth
Sales tracking from start to finish
Need better payment integrations

Usability

Its very user friendly. Although it does take some work to configure it to exactly how you want it. Add the different functionalities that and editing the setting/flow can take some time to learn but after you know how to access what you need, it becomes very user friendly for all team members to use.

Key Insights

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

Other Software Used

Slack, Adobe Acrobat, Bitwarden

Likelihood to Recommend

Great tool for client management, sales tracking, cases studies. Using is as the source of truth for all client communication. Allowing more integration options for cc and ACH payments. Right now the options are limited and only integrate with strict processing capabilities that are not always in the businesses best interest.

Salesforce Data 360 Feature Ratings

Comments

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Great CRM