Tracking the good and bad of Salesforce
March 27, 2023
Tracking the good and bad of Salesforce
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- Chatter
- Content
- Knowledge
- Mobile App
Overall Satisfaction with Salesforce.com
Salesforce is the hub for all of our accounts, contacts, opportunities, contracts/quotes and everything we do. The challenges that I see are that with so many verticals, teams, and moving parts using it and having fields and workflows added to it, that it has become a monster with pages and pages of fields that we don't use but others do. The result is that anything we need to accomplish takes place in SFDC and it takes a lot time, frustration and training to get things done. Also, every backoffice request requires a case which means that there are so many cases that we put a limited number of individuals in charge of assigning them. This creates a backlog and more delays.
- Organizes contacts under an account
- Provides reports on accounts and tasks
- Provides for opportunity creation, description, and tracking
- I'd like to see a global roll up, but individual customized versions by team
- Consolidate! Agreements are often found under attachments, contracts, confidential information, cases, and a couple of more places
- Statuses: Make the status, owner, and last touch date/time easier to find
- It requires a lot of time to manage but does a good job keeping everything in one place
- Managers! Quit having sales professionals create spreadsheets and reports ad hoc. The information is in SFDC. Build a report so you can get it yourself.
- If used properly and not restricted and overmanaged, SFDC will provide huge ROI
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?
No
Would you buy Salesforce Sales Cloud again?
Yes