Salesforce - if you got complex data flows, consider this.
March 27, 2024

Salesforce - if you got complex data flows, consider this.

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

Software Version

Professional

Modules Used

  • SalesCloud
  • Content

Overall Satisfaction with Salesforce Sales Cloud

We were looking at using Salesforce to speed up work flows and assist in the efficiency of information handling between departments. Saleforce as a CRM allowed us to explore and see what a data lifecycle would look like using Sales Cloud in an education environment. The use case was looking at the student information data flow from an interested parent, through to enrollment and beyond.

Pros

  • Highly customisable
  • Best in class system
  • Access to support

Cons

  • Highly customisable, so you need consultants to assist
  • Expensive
  • Support turn around time
  • Increased productivity
  • Consistent data in one place
  • Set workflows to enhance data integrity
Sales force is built for large organisations. It has been proven in these spaces so will scale for any business. The thing to be aware of is the customisations you make to the system. As you scale, these will need to be reworked which could cost more money. But overall, it wouldn’t be a problem. There are plenty of consultants and contractors that can assist with that.

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

Not sure

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

Yes

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

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Sales Cloud go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Sales Cloud again?

Yes

I think Saleforce is positioned to be a great system in almost all large organisations. Managing data across different areas of a business is important. But with system that is highly customised this adds complexity to workflows, over time this can lead to confusion between users and Tech support as any changes need to be carefully considered.

Salesforce Sales Cloud Feature Ratings

8.0
Customer data management / contact management
7
Workflow management
9
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
8
7.3
Case management
8
Call center management
7
Help desk management
7
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
8
7.3
Forecasting
8
Pipeline visualization
7
Customizable reports
7
8.8
Custom fields
9
Custom objects
8
Scripting environment
9
API for custom integration
9
8.5
Role-based user permissions
8
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
8
Not Rated
Mobile access
Not Rated

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