Salesforce.com Lead Management Review

Unlike many other lead management providers, Salesforce does not need an introduction. It is one of the major corporations that creates cloud-based software intended to assist businesses in locating more prospects, closing more conversions, and impressing customers with outstanding customer care.

The whole product line, Client 360, integrates your sales, service, marketing, commerce, and IT departments with a single, shared view of customer information, assisting in strengthening connections with both customers and staff.

Salesforce software provides a bridge between the sales and marketing teams. Sales representatives get access to all the necessary client information thanks to Sales Cloud, providing them with everything they need to make a deal. AI-driven prompts to inform you when it is most advantageous to take a particular action to advance a negotiation. The members of your support team are better able to offer those crucial surprise-and-delight moments since they have access to all of your clients’ information. The problems are also handled more quickly using cross-company case swarming.

Industries and Companies

Nowadays, Salesforce is helping about 12000 companies to achieve their goals. Casio, Softbank, Booking, Peugeot, Google, and RHR are just some of them. The number one client of Salesforce lead management solutions are companies in the advertising, marketing, and public relations sector. What makes them a good match is the fact that with Salesforce, marketers can entrust a solid part of their work to the lead management processes and focus more on the creative part. Real estate agents will be able to stay in touch with their clients or schedule an open house whenever they are, using Android or iOS mobile apps. And IT professionals will not need to invest time and money to train and onboard their teams since it’s extremely flexible.

 

Meta Rating

Customers give Salesforce high points and choose it over other competitors because it needs less time to get installed and costs less money. When deciding on other global but more known CRM, get ready to be paying a few weeks for the software installation. With Salesforce, it will only take a few hours. Plus, as long as it is integrated into almost all communication platforms, there is no need to enter data manually or IT specialists.

Best Features

With Salesforce, it’s simple to gather, organize, qualify, nurture, and finally convert your clients since it tracks every step of the customer journey, records it, and sends reports.

Automation

Using Gmail, Salesforce drags valuable information about the leads on one display. While writing an email or simply checking the client’s profile, the system will display all the information available so you can make a full solid picture of the client. How does it do it? Salesforce automatically extracts data from all your interactions, so there is no more need to copy and paste it.

Complete Visibility

With its highly adjustable segmentation processes, you can categorize the customers in any way you need it. And what is even more impressive is that you will be able to match the conversions to the campaigns that have led to you.

Real-time Intelligence

Once you are through with customer segmentation, you might want to create and send a targeted email to one or a couple of those lists. To hit them all at once, Salesforce will personalize bulk emails based on its own data.

Market Share and Forecast

There are about 1700 companies using Salesforce, and they are mostly situated in the United States and Canada (86%). Some of the biggest ones are Netsmartz, Partners Associates USA Inc., House of Kaizen, and Konverge Technologies Private Limited. Most of them are working in the computer software industry (16%), marketing and advertising (10), and information technology and services (9%). About 75% of its customers are represented by small companies (10-50 employees), 24% are medium size (50-1000 employees), and only a very small part are enterprises (more than 1000 employees).

Having said that, we don’t see any negative trends coming in the following months. Salesforce is able to meet the demands of the companies with the most whimsical needs. And talking about its competitiveness, Salesforce goes hand in hand with such enterprises as Infinity.co and HubSpot.com.


Pricing and Packages

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Essentials $25
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Sales Professional $75
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Service Professional $75
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Marketing Cloud Account Engagement $1250

All-in-one sales and support app.

Complete sales solution for any size team.

Complete customer service solution for any size team.

Suite of marketing automation tools for any size team.

Salesforce offers multiple solutions, editions, and pricing plans. Depending on the services you are most interested in, you can pick, combine, and combinate. So if you want to manage the customer support process faster and with a more professional approach, you can pick a service solution or a marketing solution for better personalization of your campaigns.

Customer Reviews

7.8 Total Score
Salesforce review score

Very popular choice

Value for money
8
Ease of use
8
Features and integrations
9
Customer support
6
PROS
  • Very professional customer support
  • Easy to kick off
  • Intuitive UX
CONS
  • Some of the metrics are not clickable
  • Very complex to set up
  • Requires definite knowledge of web dev
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Joel Mudd

Joel Mudd

Hi, my name is Joel Mudd, and I'm a professional content writer with over a decade of expertise in cutting-edge marketing. To assist businesses adapt to the rapidly evolving digital landscape, I like teaching others about lead distribution, email, and phone tracking. I am regularly published in industry periodicals and am continuously on the lookout for novel approaches to helping enterprises.

3 Comments
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  1. The best part of Salesforce Sales cloud is its ability to optimize your salesforce process. It reduces the time sales personnel spend on CRM tools and automatically allows them to log all their activities and conversations. There are many other features that are super helpful not just for sales but for leadership too, who can get instant insights on the sales team’s performance.

  2. SalesForce establishes a strong reporting framework to deliver information and analytics from all areas of our company’s operations and establishes a clear channel of communication between parties. I am able to put up reports for any internal team metrics or aspects of sales. For instance, I need to know how many hours we spend on particular project categories or how the pipeline for prospective upsells and new sales is organized.

  3. There is nothing to dislike except that you need an IT team, SFDC experts and process experts to implement this. While the platform has been built to be super easy, it does require massive change management and a learning curve for sales teams to adapt to new systems.

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