Useful, but also could use some improvements...
February 03, 2022

Useful, but also could use some improvements...

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Revenue Cloud

We use Salesforce as our CRM. It stores information for accounts, contacts associated with accounts, accounts within organization hierarchies, etc... We use Salesforce to log activities/account notes, track business review meetings, and Salesforce also houses all the important links associated with accounts. When reviewing an account I always start in Salesforce and go from there to access links, contact information, support cases, and more.

Pros

  • Versatile - lots of things are housed in one area.

Cons

  • Our Salesforce is very messy, which tells me it's not super easy to clean up.
  • I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
  • Sometimes when saving it doesn't seem like things actually save.
  • It gives us a place to see everything that has been done in an account, such as calls made, emails sent that we can read, support cases, etc...

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

Not sure

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

Yes

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

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Revenue Cloud go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Revenue Cloud again?

Yes

Salesforce is useful because it houses a lot of data in one area, however, I do think that it could be easier to navigate or update information. Our Salesforce is very messy because it is not that easy to update contact relationships to accounts.

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