How is that working out for everyone?
72 replies (most recent on top)
Those engineers need tickets to show they are doing their job in these new systems. Everyone here would do the same if it was vital to how management looked at your performance (Keeping job, promotions, raises).
Salesforce is terrible. Engineers that won’t help unless a salesforce ticket is open are evil
Salesforce has what to do with layoffs, exactly?
I am excited for the enhancements they will do to Salesforce in 2025!
Overall, I like Salesforce. We had it at my last company too.
The bot / 1 person who keeps logging in (incognito) to downvote the positive posts about it 100 times apparently does not. :)
I do like that my "account team" can finally be more than 2 people. My AMA is able to use the system like I would so I can focus on selling.
Just clicked on it. Looks pretty slick. I used to have to ask the PM for details like this all the time. This is actually pretty cool.
Did you see the Salesforce announcement that just came out today? They announced a “PSA Projects Overview” Dashboard. I can't believe it took this long for us to get access to seeing our Services projects. This is huge. So, I guess the answer to the original post of "How is that working out for everyone?" is "pretty great, thanks!".
Guarantee the last poster is in sales and an Account Manager. I also Guarantee the last poster is struggling with their numbers and is not doing well. If they are wasting hours on this site and taking the time to downvote a bunch of other posts 50+ times a day, there is no way they are actually taking care of their customers.
Guarantee the last poster is not in sales. The fact that anyone is surprised by the downvotes shows how disconnected people are from what SALES actually does. Let's remember backbone would not have anything to do nor field if WE didn't sell. Field does NOT own the relationship.
Wow, amazing how all these comments had positive reviews/up votes a few hours ago and now they are all negative (some with over 100 down votes). Sounds like somebody didn't have time to learn Salesforce but had plenty of time to waste downvoting over and over. Whatever, I have to go make some sales... you should probably go focus on doing your job.
Wish we had the Outlook Plugin for Government.
I heard CDW UK is getting Salesforce too soon!
I agree with the poster that said the Outlook Plugin is a great tool. We did not have that in the Sirius Salesforce. It has been a great additional tool!
I use the availability feature in Outlook all the time to book meetings with customers. That feature is a huge time saver!
I'm newer to CDW and overall like it. I used Salesforce at other companies before. Definitely been easier to learn than some of the other systems here!
I like seeing health system data and number of hospital beds listed on my Healthcare accounts. The tool certainly has been useful. I mainly use it for cases to engage ITS though. Of course I have to create Opportunities for my top deals so my Manager knows what I am working on.
It is fine. Could be better. Could be worse.
As an ISA, I am glad we finally are making Sales give us information about what the customer needs ahead of time. I wish the teams I support would give better information as some are lazy about filling all the information. But this is still way better than before when it was the wild west and I had 100 emails and IMs all the time asking for things with no tracking and inconsistent asks.
From a Field Sales perspective, it is way better than anything we ever had before. I can finally see what’s going on with my customers and I can access everything from my phone if I need to.
I’m glad we finally have something in there for quotes/orders with professional service. Really need us to get the rest of the business ( like quotes and orders in SPS) in salesforce. The CRM stuff is fine but we need to get out of SPS ASAP!
Terrible Integration and has significantly slowed sales down. These long delays have negatively impacted our customers as we cannot deliver things quickly. Our internal processes are what is driving out customers to look elsewhere when we cannot do things quickly anymore.
The outlook plugin has been very helpful. I prefer using that to create new contacts and new opportunities.
To the poster that mentioned the IT Cases… what do you do when you find the case was just closed without you really getting what you needed?
Easy to use overall but I wish we had more "real time resources" we could get on a call with to ask questions to live.
I am loving having all my ITS engagements in one place and documented. The old way of searching through my emails every time to find out what we talked about last was difficult. I am frustrated when ITS closes my case too soon, takes too long to reply, and sometimes gives me less than helpful information. The good news is that I now have documentation of when that happens which makes escalations easier and I can show my SOS how long it has been, or when the ISA closed the case. So, it prevents a ton of back and forth.
Salesforce has been fine. We complained for years about SPS and finally are getting a real tool to help us. A lot of my peers seem to hate change, but I personally like the tool. I think many people thought we were getting orders and quotes right away and that caused some disappointment. But we did get has been good. Just waiting for the rest to come!
Once I learned how to use List Views, I starting loving using Salesforce. So easy to see my customers and sort/filter them.
I especially love that they gave us the Pitchbook information directly to us for our Startup customers in SB.
The new PSA solution in Salesforce recently was launched. Overall it is way better than what we had before. I am still getting used to the process. I just recently found out that not all of ITS are using the new system though. SNS for example decided not to use it? I think that is d-mb. Not clear why we would not make all practices use the same system.
I'm personally still optimistic. It feels like we have a pretty good CRM and I keep seeing more and more enhancement emails sent. I am excited (and trying to be patient) for when we can finally get out of SPS and place quotes and orders in Salesforce next year!
As a CRM? It has great capabilities. Although not everybody takes advantage of all the features that have been built, it certainly is doing what is needed. We couldn't get the "TOM tool" to get adopted throughout CDW, but the Cases have been adopted and I have seen the reporting, it is pretty slick. Unfortunately Opportunities feel like double work today but I hear next year that will change.
The new Professional Services functionality just went live last month. The transition has been a little rough to learn all the nuances, but it is pretty cool seeing the services orders now when before I really couldn't see anything.
We are a large company that tends to resist change internally (see every acquisition we have ever made). Going from homegrown systems and excel and OneNote to an actual Enterprise tool has been nice. I hear plenty of complaining , but everybody complained about SPS and Change Point too. At least we finally are all using the same system and following similar processes. I certainly wish things moved faster but my friends at other companies say when they brought on Salesforce it took time to adopt there too.
It’s sh-t. Total cluster how leadership has done the transition too.