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Opportunity Management Reviews

Read top reviews of Opportunity Management solutions from the IT Central Station community:
Your trust is our top concern, so companies can't alter or remove reviews.
ClearSlide
Real User
Founder & CEO at a marketing services firm with 11-50 employees
Nov 01 2017

What is most valuable?

ClearSlide used to be pretty good for online remote presentations, online open alerts through email, and presentation prospect engagement reports. However, their service became unusable for our purposes, because most of the large companies... more»

How has it helped my organization?

It really didn't. ClearSlide was difficult to upload and manage creative assets, like videos. Slide formatting issues were commonplace.

What needs improvement?

There are tons. First and foremost, Clearslide's billing practices border on predatory. They have a stealthy, indefinite term, auto-renew policy that attempts to charge the online credit card you originally signed with for a full year in... more»
Consultant
Principal Oracle CX Cloud Consultant at Rapidflow Inc - Supply Chain, Logistics, PLM, Cloud
Mar 17 2017

What is most valuable?

* Analytics & Forecasting * Offline Mobile Capability * Customer Data Management * Social Collaboration * Sales Dashboards * Outlook Integration * Application Composer

How has it helped my organization?

My client needed a solution that would enable their business to grow at the rate they required, mainly around the sales cycle. Their business involves quoting and estimating effort, with regular change to scope and ultimately cost, sometimes... more»

What needs improvement?

The data import process has grown a little since earlier releases. In the past, when data import would fail, it would rarely provide any indication of where the problem exists. In the recent releases (8 and above), this process has improved... more»

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Real User
Salesforce certified system admin at a cloud provider with 51-200 employees
Aug 03 2017

What is most valuable?

Multiple editions available and all cloud based. Have recently began working with the new interface called Lightning and feel that its a great improvement to the "classic" version.

How has it helped my organization?

* The entire organisation is now on the same page, with one source of truth. * Forced people to become compliant in reporting and updates - if its not in Salesforce it did not happen. * No more "versionitis", data, reports all in once central... more»

What needs improvement?

The only time I have ever been upset with Salesforce was when I failed my certification exam. I thought to myself "Why do they make the exam so hard ? Why is the training so expensive ?" Now that I have passed I am grateful that it was a... more»
Real User
Sales Operations Manager at a financial services firm with 51-200 employees
Aug 24 2017

What is most valuable?

The ability to easily change layouts, create customized fields and customized reports makes my job so much easier. Adding company hierarchy makes it easy for our sales people to identify subsidiaries of existing customers. The Salesforce... more»

How has it helped my organization?

Adding customized drop-down fields and check boxes limits the amount of admin time that our sales people have to spend to keep their accounts up to date. Using Salesforce for Outlook enables our sales group to easily add emails sent and... more»

What needs improvement?

I'd like to have the ability to change default values on certain fields such as the “Related To” field on the Task and Event pages.
Real User
Sales manager at a construction company
Jul 31 2017

What is most valuable?

This is very flexible product. I can tune many of its features for our company. Also, it integrates almost all needed tools for a small company, like ours. I like its powerful dashboard and third-party integration tools. In different tabs, you can track accounts, leads, and opportunities with one click. Also, I love their PRM system for communicating with... more»

What needs improvement?

Salesforce is more expensive than other CRM services. It also has fewer features than many others competitors. Each of these reasons is not a big deal, but they forced us to eventually find another solution.
Consultant
Functional Consultant at a manufacturing company with 1,001-5,000 employees
Nov 02 2017

What do you think of Salesforce Sales Cloud?

Valuable Features The Sales Cloud platform The Service Cloud platform • Improvements to My Organization It has touched every spectrum of our organization regardless of the roles the various department plays. Every department contributes to the revenue numbers through the use of this tool. • Room for Improvement Improving reports/dashboards is needed. It is quite good, but taking it up a notch would be beneficial for the whole team. • Use of Solution I have used it since 2009, so six years. • Deployment Issues There have been no issues with the deployment. • Stability Issues There have been no issues with the stability. • Scalability Issues It has scaled well and every department in our organization uses it. Start small, then leverage it to the whole...
Vendor
‎Senior Account Executive at a tech vendor
Feb 27 2018

What do you think of Salesforce Sales Cloud?

Primary Use Case Business development Account management Sales governance Lead management Forecasting Onboarding new reps  • Improvements to My Organization Predictive sales data Account/territory governance Lead management Marketing/sales synergy  • Valuable Features It has custom fields and custom reports which can align to our business objectives and marketing focus.  • Room for Improvement Auto clean for duplicate leads, accounts, and contacts needs improving.  When importing from other apps, it gets messy.  • Use of Solution More than five years.

Have A Question About Opportunity Management?

Our experts can help. 279,835 professionals have used our research on 6,323 solutions.
1,450
Independent Consultant
Specialties: Technology for non-profits Salesforce Managing software development teams Integrating software development teams sales and support Establishing systems, sorting out complex problems and identifying solutions Working with customers to solve problems more>>
582
Managing Director
Colin is a dynamic business leader who is passionate about cloud computing, an industry he has been involved with for over 10 years. His entrepreneurial spirit has seen him build a successful business, specialising in Salesforce.com CRM professional services and Force.com applications... more>>
Reviewed Salesforce Sales Cloud: We find the email to case functionality helps...
1,036
Principal Oracle CX Cloud Consultant
Certified in, > Oracle Fusion CRM: Sales 2014 Certified Implementation Specialist > Oracle RightNow CX Cloud Service 2012 Certified Implementation Specialist - Working extensively on Oracle CX Cloud Projects - 10.3+ Years of total experience including Production, Marketing and... more>>
938
I am a positive and goal oriented young professional with extensive experience in project management, business analysis, CRM systems and project management in the intersection between strategy and technology. I currently lead the Salesforce.com and Social CRM Advisory team in Capgemini Norway.... more>>
Reviewed Salesforce Sales Cloud: Can Salesforce replace your corporate intranet?
470
My name is Frazer Lewis and my company specialises in helping businesses in London and the South-East to operate more effectively using a combination of business process improvement and the Salesforce CRM system. We focus on understanding your business workflows, identifying ways to make... more>>
1,836
World-class sales executive with 10+ years of sales success in technology (systems integrating sales of cameras) including software sales (SaaS - increasing monthly new business revenue by integrating sales), and telecom (successfully sold in leading provider of wireless communications) applying... more>>
4,343
POPULAR
Because I believe processes and systems grease the engine that creates business prosperity, I founded AllianceTek in 2004 after playing a leading role in technology development at several financial institutions, such as Advanta and Bisys. The inspiration for AllianceTek came when I discovered... more>>
Reviewed Salesforce Sales Cloud: 5 Rules for Getting the Most Out of SalesForce

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