Great out of the box solution for entry level CRM that you don't need all the other features of the full suite
November 29, 2024

Great out of the box solution for entry level CRM that you don't need all the other features of the full suite

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

Overall Satisfaction with Salesforce Starter

this provides the basic self service for all the users to organize and manage the client information. easy to pick up and gives them the information on demand verse waiting for a report writer to template stuff up.

Pros

  • easy to organize the data
  • gives simple reports on demand and on the fly to the users with minimal training

Cons

  • sharing templates to others
  • quick to learn and pick up either by self study or peer guidance
  • self service report generation so that no additional resouces is needed
  • Saas, so no maintenance
easy to use, training is intuitive and can be peer taught if needed. Not overly complex so that users can get started within a very short period of time.
more expensive but as an industry leader and go, the learning curve pays for itself in ROI in lost time in onboarding

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

This is ideal when you don't have a dedicated salesforce admin or report writer. the basic stuff can be a self service model and get the user to look at their data and where they are missing stuff, it will tell them how to self improve to collect the data so that they have imformative reports

Salesforce Starter Feature Ratings

8.9
Customer data management / contact management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
9
Interaction tracking
7
Channel / partner relationship management
9
Customer Service & Support ()
Not Rated
8.0
Lead management
8
8.7
Task management
9
Billing and invoicing management
8
Reporting
9
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
8.3
Custom fields
9
Custom objects
9
Scripting environment
7
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
9.0
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
9.0
Mobile access
9

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