Salesforce- Helping Sales Originators Do Their Thing!
March 26, 2024
Salesforce- Helping Sales Originators Do Their Thing!
Score 8 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- Partner Portal
Overall Satisfaction with Salesforce Sales Cloud
I am a mortgage broker and we utilize Salesforce as a loan origination tool. Now, I've seen various different iterations of salesforce being used and I am familiar with its ability to adapt to a certain business need so it wasn't a big surprise when we were able to do exactly what we needed it to do for our clients. From detailed notes, to a follow up system, a contact management, an automation marketing tool, all these pieces were addressed through Salesforce.
- Personalized Fields
- Accessible to multiple users
- Easy to use
- Developer may have too many fields in play, so if you don't have somebody who is new to it, they may be overwhelmed.
- Although I do not pay for it, my company does the cost is high.
- Customizable fields cannot be changed per user
- Positive- creates my daily to-do list every morning - new leads come straight through this.
- Negative- Cannot be shared with 3rd party vendors that I work with outside of our organization
It does give me a great view of each costumer's interaction, where they are, where they've been, preferences and goals which helps me identify quickly where I need to take that client in the sales cycle.
Do you think Salesforce Sales Cloud delivers good value for the price?
Yes
Are you happy with Salesforce Sales Cloud's feature set?
Yes
Did Salesforce Sales Cloud live up to sales and marketing promises?
Yes
Did implementation of Salesforce Sales Cloud go as expected?
Yes
Would you buy Salesforce Sales Cloud again?
Yes