What is our primary use case?
Any organization with leads and a positive pipeline that spans different geographies can benefit from using Salesforce Cloud to manage its entire sales cycle effectively.
How has it helped my organization?
Salesforce includes various objects that help manage records of all incoming leads. These leads may come from different sources, such as workshops or other channels. Once the leads are collected, organizations use various methods to engage with them, including email marketing or direct calls. Each organization has its process for analyzing leads.
For example, if a lead responds to an email, it may be considered a valuable lead. The sales or business development team will then reach out to understand their needs. The qualified leads eventually enter the opportunity pipeline. Salesforce provides a platform to manage and process these leads, from initial collection to closing opportunities, streamlining the entire process.
What is most valuable?
One of Salesforce's key features is its comprehensive management of the opportunity pipeline. You can document all relevant details during client discussions and use Chatter for team communication. Roles and permissions allow team members to see the status of opportunities and plan their actions accordingly. Salesforce offers extensive customization options, allowing you to tailor the opportunity pipeline to meet specific customer needs.
Additionally, Salesforce supports integration with various tools. You can connect it with marketing solutions, whether Salesforce's own or third-party platforms. Telecalling and quotation generation can be managed directly within Salesforce, eliminating the need for separate tools. The platform also facilitates asset assignment during contract phases.
What needs improvement?
One concern with Salesforce's CPQ solution is that the integration and user interface are not as seamless as possible. Although CPQ was successfully integrated into Salesforce following its acquisition, there are still noticeable gaps in the UI and the features. These issues reflect the challenges of merging acquired solutions with the existing Salesforce platform, which, despite successful integration, still shows areas for improvement.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for over five years.
What do I think about the stability of the solution?
Occasionally, certain features may not work due to ongoing maintenance or background updates. If you encounter an issue and raise a ticket, Salesforce responds quickly. Their support team provides direct assistance for major issues.
What do I think about the scalability of the solution?
It can be scaled both horizontally and vertically.
How are customer service and support?
It offers excellent technical support with multiple service levels. For prime customers, on-call support is available. There are three levels of support: at the basic level, you raise a ticket and receive a response based on the ticket's severity within 24 hours, with most issues resolved in a few days. Prime customers benefit from direct, on-call support, ensuring a high level of service.
How would you rate customer service and support?
How was the initial setup?
The initial setup depends on the organization's requirements. It is relatively straightforward for a small organization with only fifty licenses. However, for a larger organization that needs 500 licenses and has extensive requirements, the process becomes more complex due to the significant customization needed. Thus, the setup complexity is directly tied to the client's specific needs.
I rate the initial setup a six or seven out of ten, where one is difficult and ten is easy.
What was our ROI?
It streamlines the entire sales process, allowing top executives, such as the CEO, to easily access sales performance data without connecting with numerous individuals. They can review pipeline statuses and overall performance directly from their laptop. This efficiency significantly benefits CXO-level executives by providing a clear and comprehensive view of sales operations.
What's my experience with pricing, setup cost, and licensing?
Pricing for Salesforce can be high compared to some other products. For example, Zoho often has lower prices.
What other advice do I have?
Forecasting in Salesforce involves analyzing conversion rates and probabilities set by the customer for each deal. For instance, if a positive pipeline is forecasted for six months to a year, you can predict the potential revenue for the upcoming quarter based on these probabilities. Additionally, historical data from previous years can help refine these forecasts. Immediate predictions rely on the current pipeline, while long-term forecasts use historical data to project revenue over the next few years.
Salesforce requires minimal maintenance because it handles infrastructure management itself. The primary maintenance tasks involve managing customizations, adding new users, and addressing evolving requirements, particularly in larger organizations. Other than these updates, Salesforce operates with little need for additional maintenance.
Salesforce can be costly, but it is highly recommendable if it aligns with your organization's needs.
Overall, I rate the solution an eight out of ten.
*Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator