Salesforce CRM

What do you like best?

The versatility of the platform to do everything our organization needs. We went from having 3 programs costing a good bit of money monthly, to a one-stop shop. I can work with my phone or desktop and get the same results and same user experience. The internal communication features make it really fantastic because everyone in my company is on the same page. The custom objects are fully customized and optimized for exactly what we need, without the bloat and extra that we don't need. The tasks features helps us provide necessary means to handle specific duties within our organization. The case management aspect is really fantastic. We have accounts setup with cases built under them and we can handle all management from there. The opportunities feature allows us to track and manage all of our donations and payments. We build campains and use opportunities under the various campaigns. The reports and dashboards are extremely helpful and you can build basically what you dream up.

What do you dislike?

I have no complaints at all. It works great!

Recommendations to others considering the product:

Don't wait. Invest in it and go in full speed ahead. It's a gamechanger for your business. Salesforce is truly a revolutionary product that will change your business for the better. Do your due diligence. Read as many reviews as you can. Talk to a Salesforce consultant.

What problems are you solving with the product? What benefits have you realized?

Salesforce is a one-stop-shop for us. It cuts out 3 programs and brings it down to 1. We have wonderful internal communication now.