What is our primary use case?
I am fundamentally a consultant to businesses exploring CRM solutions. My first choice, subject to the customer's budget, is Salesforce. At my office, we have been using Salesforce primarily for lead management, sales cycle management, renewal management, and sales performance management. We have also integrated it with our help desk and our HRMS.
We use the Salesforce Platform edition with 300 objects which gives us a phenomenal ability to develop specific functionalities that we need for our unique requirements.
How has it helped my organization?
An integrated approach to CRM always helps in streamlining activities across all the departments. We have been able to better our response times, reduce our sales cycles, and have increased overall sales revenue. Similar results have been observed for all our customers who have implemented and adopted SalesCloud in the right manner.
We have developed a module for integrating our digital marketing tool with Salesforce. The campaign ROI monitoring ability has helped us to increase our marketing effectiveness to a great extent.
What is most valuable?
There are many extremely useful features. Lead scoring is useful for automatically signaling the importance and urgency of acting on any particular lead. Website integrations are useful for getting in the lead data into Salesforce along with auto-tagging of the customer's point of interest. The automation rules that have been set up across all modules deliver tremendous value by speeding up things, ensuring process compliance, and increasing productivity.
The customized and role-based dashboards help our team to make the right decisions.
What needs improvement?
Featurewise, the product almost has all CRM features that one can think of. Beyond CRM, if the integration with MS Office can be made tighter and smoother, that could be great value for customers. Especially integrating MS Word and MS Excel would be really useful.
If a lighter version of CPQ is made available, it would help many midsize customers. As of now, Salesforce is the most expensive CRMs out there - making it a bit more affordable will help them in a big way.
There are also certain restrictions on the reports in terms of the number of records. Ideally, that should be removed.
For how long have I used the solution?
I've used the solution for more than seven years.
What do I think about the stability of the solution?
The solution is extremely stable. We haven't seen any nasty surprises. trust.salesforce.com is a great place to check the stability and dependability of Salesforce.
Irrespective of the number of concurrent users, the automation rules, reporting requirements, workflows etc, the system performance remains the same. There is no performance degradation by additional of number of users or increase in data or increase in automations or functionalities whatsoever.
trust.salesforce.com gives a real-time view of all salesforce datacentres and the various clouds in terms of their health, availability, uptimes, maintenance status, security and compliances. There is a lot more indepth information if one really wants to dig deeper.
What do I think about the scalability of the solution?
It is highly and seamlessly scalable. it is very robust at any scale.
How are customer service and support?
This is not applicable to us. However, the back-to-back support from Salesforce has been pretty good.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
We have used a homegrown application earlier. Switching to Salesforce was due to the capabilities provided by the Salesforce platform. It practically molds itself as per an organization's working style.
How was the initial setup?
It wasn't complex for us as we are ourselves are implementation partners. For customers, it can turn out to be pretty overwhelming.
There are so many features and so many possibilities, it is very easy for anyone to keep asking for more. That is often the biggest pitfall. A step-by-step phased approach is usually more successful.
What about the implementation team?
We have a highly skilled implementation team.
What was our ROI?
We've seen an ROI of at least 20%.
What's my experience with pricing, setup cost, and licensing?
Salesforce surely is one of the most expensive CRMs out there. However, if implemented in the right manner and adopted extensively, it does deliver a great value to the organization.
While deploying Salesforce, I would generally suggest engaging a consultant for optimizing the license costs. Salesforce sales team may try to oversell. A 3rd party consultant like us can help you with an unbiased opinion.
Which other solutions did I evaluate?
We did not evaluate others while choosing for ourselves. However, as a consultant, we frequently need to show customers comparisons with Navision, SAP, and Oracle.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company has a business relationship with this vendor other than being a customer: Apart from being users of salesforce, we are also an implementation partner to Salesforce.