Salesforce Pros: Keeping track of customers, dealers, managing reports, managing orders.
August 27, 2024

Salesforce Pros: Keeping track of customers, dealers, managing reports, managing orders.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Marketing Cloud

We use Salesforce Marketing Cloud to keep track of our customer information, dealer information, running reports, campaigns, etc. We also do more on Salesforce, like placing orders, etc.; however, that is on the sales side. Salesforce Marketing Cloud is essential for our business because we can see which customers purchased from what dealer and keep track of all that information. We also can run reports to see what areas sell better, what tactics work, how many of each product we sell, and to who so we can market it better.

Pros

  • Easy to use.
  • Easy to generate and review reports.
  • Easily look at customer information.
  • Easily look at dealer information.
  • Easily see which customers/leads are tied to each dealer (reseller).

Cons

  • Automation/ Workflow are not easy to use, we put everything in manually.
  • Integration is not the best; SF does not integrate with HubSpot too well, so we manually add the information between the two.
  • Hard to create well designed emails.
  • Generating reports helps us keep track of lead information.
  • It is easy to tie a customer to a dealer to see how well each dealer performs and can help those not performing as well.
  • I made different campaigns, like a summer email campaign, but I am not a fan of how the email designs are. They are inconsistent, so the campaign did not perform well.
Unfortunately, I will only rate the campaign results as a 5. I love Salesforce as a whole, and it is great for lead management, generating reports, and keeping track of customer and dealer information, but it is not the best for campaigns. The workflows are not easy to create, so we do everything manually. Also, the email design software is not the best. I prefer HubSpot for marketing email campaigns.
We use Salesforce Marketing Cloud for lead management, generating reports, tracking customer and dealer information, inputting orders, and more. I prefer HubSpot for email marketing and automation because it is easier to use and the emails are designed much better. We currently use Salesforce and HubSpot, and we are very happy to have both, as they have different pros/cons.

Do you think Salesforce Marketing Cloud delivers good value for the price?

Yes

Are you happy with Salesforce Marketing Cloud's feature set?

Yes

Did Salesforce Marketing Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Marketing Cloud go as expected?

Yes

Would you buy Salesforce Marketing Cloud again?

Yes

I rated this a seven because I love Salesforce, and it is excellent on the sales side. However, the marketing side has some pros and cons. It is terrific for keeping track of lead, customer, and dealer information, but it is not easy to automate workflows, integrate other software, or create well-designed emails. It is also straightforward to generate reports, which is very helpful in keeping track of lead progression to better market those leads and turn them into customers.

Salesforce Marketing Cloud Feature Ratings

WYSIWYG email editor
5
Dynamic content
5
Ability to test dynamic content
5
Landing pages
5
A/B testing
5
Mobile optimization
5
Email deliverability reporting
5
List management
10
Triggered drip sequences
5
Lead nurturing automation
5
Lead scoring and grading
8
Data quality management
10
Automated sales alerts and tasks
8
Calendaring
8
Event/webinar marketing
8
Social sharing and campaigns
Not Rated
Social profile integration
Not Rated
Dashboards
10
Standard reports
10
Custom reports
10
API
Not Rated
Role-based workflow & approvals
5
Customizability
9
Integration with Salesforce.com
9
Integration with Microsoft Dynamics CRM
Not Rated
Integration with SugarCRM
Not Rated
Third-party software integrations
5

Comments

More Reviews of Salesforce Marketing Cloud