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User review of Salesforce CRM

Best in class CRM

- by Anonymous Reviewer

USER SATISFACTION

RECOMMENDATION
6 out of 7
Very likely
COST EFFICENCY
5out of 7
Good
OVERALL IMPRESSION
4out of 5
very good
EASE OF USE
4out of 5
very good
CUSTOMER SUPPORT
4out of 5
very good

PROS & CONS

What are the best aspects of this product?

In Salesforce you can manage your campaigns, Data, and leads. The ability to create and customize dashboards and reports in the new Lightning version is much improved in this platform vs. salesforce classic. Salesforce allows you to create interactive, professional looking dashboards for any of the data you have in the system.

What aspects are problematic or could work better?

The Lightning version of Salesforce is slow compared to classic.
Un-expected errors while creating VIEW in contact.

What features/services would you like to see in future versions of this product?

Could have filters to see who opened and clicked on the email.
More font style and better wizard for campaign.

What specific problems in your company were solved by this product?

Lead Management.

Are you a current user of this product?

Yes

USER DETAILS

What is your role with this product?

  • I use it myself

How long have you been using this product?

3-5 years

COMPANY DETAILS

What is your company size?

More than 100 Employees

What is your industry?

Computer Software

USAGE & IMPLEMENTATION

Did your company use a different software before this one?

no

What software did you use before?

Pradot

How did your company implement this product?

in the cloud

How long did it take to set up this product?

less than 1 month

How many people in your company actively use this product?

several employees

What is the primary use of this product in your company?

mostly B2B

EFFECT ON BUSINESS GOALS:

How did using this product affect your business goals?

  • It allows us to store and organize information about our customers in a more efficient way
  • It allows us to solve our customers problems faster and in a more efficient way
  • It allows us to synchronize customer data between departments and teams
  • It allows us to automate out sales and marketing related processes
  • It offers us detailed analytics that lets us plan our future strategies more efficiently

FEATURE DETAILS

Sales & Marketing Automation

Sales Opportunity Management
4
very good
Customer Management
4
very good
Task Management
4
very good
Contract Management
3
ok
Pricing Management
3
ok
Email Marketing
4
very good
Campaign Management
4
very good

Analytics

Reports
4
very good
ROI Analytics
4
very good

Integrations

API
4
very good
Calendar & Contacts Sync
3
ok
Export & Import of Data
4
very good
Available Integrations
4
very good
Social Network Integration
3
ok

Customer Service

Call Center Tools
4
very good
Issue Tracking
4
very good
Support Portal
4
very good
Knowledge Base Management
4
very good

General Features

Collaboration Features
4
very good
Dashboard
4
very good
Overall Performance
4
very good
Access & Role Management
4
very good
Mobile Support
3
ok
Customization
4
very good
File Management
3
ok
Language Support
4
very good
Security
4
very good
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