Michael Chen
VP of Sales
TechFlow Solutions • 51-200 employees
Transformed our B2B sales process – measurable ROI in 90 days
We implemented Salesforce Pro 18 months ago after outgrowing our previous CRM. Our 45-person sales team needed enterprise-grade pipeline management and the results have exceeded expectations.
Within the first quarter, we saw a 32% increase in closed-won deals and reduced our average sales cycle from 67 days to 48 days. The Einstein AI lead scoring has been remarkably accurate – we prioritize A and B leads differently now and our conversion rates reflect that focus.
The automation capabilities are where Salesforce truly shines. We automated our quote approval workflow that previously required 3 manual handoffs, saving approximately 8 hours per week across the team. The integration with our Outlook email means all customer interactions are automatically logged without any manual data entry.
Implementation took about 3 weeks with Salesforce’s professional services team. We migrated 8,000 contacts and 4 years of opportunity history without significant issues. The learning curve was steeper than expected – budget for at least 2 weeks of dedicated training for power users.
What do you like best?
Einstein AI lead scoring improved our qualification accuracy by 40%
Workflow automation saves 8+ hours weekly on administrative tasks
Mobile app functionality is excellent for field sales team
Advanced reporting provides insights we never had before
What do you dislike?
Premium pricing - we pay $3,800/month for 45 users
Steep learning curve requires dedicated admin
Customer support response times vary from 4 hours to 2 days
New features released constantly can be overwhelming
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