Salesforce Starter, a relaibe CRM you can Trust
October 11, 2024

Salesforce Starter, a relaibe CRM you can Trust

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Starter

Salesforce Starter is used to consolidate many interdepartmental workflow functions into one central place, in the cloud, secure and easily accessible to all involved. It also provides a place to hold records for many different processes, eliminating the use of separate excel files. Report generation of this data is easy to do within Salesforce Starter, and those can be automated.

Pros

  • Report Generation
  • Table view customization
  • Global Searching

Cons

  • Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
  • The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.
  • ROI would mostly be based on efficiency improvements and time savings. These can be hard to quantify.
  • Tracking of Leads & Opportunities can be tied to revenue generation offsetting the investment.
  • Salesforce Starter has shown a positive ROI
Web & mobile app based. Great securing. It's easily customizable and intuitive.

Do you think Salesforce Starter delivers good value for the price?

Yes

Are you happy with Salesforce Starter's feature set?

Yes

Did Salesforce Starter live up to sales and marketing promises?

Yes

Did implementation of Salesforce Starter go as expected?

Yes

Would you buy Salesforce Starter again?

Yes

Salesforce Starter is a very flexible, easy to implement CRM package. It's appropriate for all business and company sizes, but likely small to med-large companies.

Salesforce Starter Feature Ratings

9.1
Customer data management / contact management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
10
Customer Service & Support ()
Not Rated
10.0
Lead management
10
9.0
Task management
9
Billing and invoicing management
8
Reporting
10
9.0
Forecasting
9
Pipeline visualization
8
Customizable reports
10
9.8
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
7.0
Social engagement
7
7.5
Marketing automation
8
Compensation management
7
8.0
Mobile access
8

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