Item: Salesforce Partner Management
Rating: 10
Author: Hayden Baker

Use Cases and Deployment Scope

The company uses it every day in all departments to handle calls, cases, reports. It solves the main issue of different departments not being able to see cases or information on a company or person. Each department can look up information and see what has gone on with that case. No need to reach out to the original person because you have all the notes you need.

Pros and Cons

Easy to create cases and put in notes, log calls, assign to other users.
Salesforce is very user- friendly
Strong program, can handle many users all at the same time.

One thing is, you have to put the time you took on the case if you edited it. I would like to change the name or a note and not have to go back and put how long it took.
Reports can sometimes be hard to create.

Return on Investment

I am just a user so I am not sure. I would assume it has been a great investment.

Alternatives Considered

None

Other Software Used

Google Drive

Likelihood to Recommend

If you get a call and create a case and put in your notes you can save it and if it needs to go to a different department you can assign it to another queue and they can see it and see all the notes that went into the call. They will have everything they need and will not have to contact you for information.

Great for the whole company!

Overall Satisfaction with Salesforce Partner Management