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Salesforce review
Sara Shapiro
Leads Delivery Associate at PeerSpot
Has improved cross-team collaboration and streamlined case-based workflows
Salesforce can be improved as it runs a little slow, which can be frustrating, and there have been times where the case view page deletes items that are completed in order to make room for new items, but occasionally we still want to refer to those completed items, especially if we're working on a renewal program. So we just have to find a...
Salesforce review
Daniel Mitchell
Manager at PeerSpot
Has helped maintain visibility into account activity and reduced manual work
I wish that when I bring up a report or enter my opportunities, I could easily edit some fields. I know there's in-line editing, but it's more clunky than other tools that are out there, in my experience. I don't have any other needed improvements to add, particularly around reporting or any other area.
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