Despite being the CRM market leader for large companies, Salesforce.com suffers from a number of quirks that make it less user-friendly than CRM solutions designed for small business sales teams. Here are five annoying things about Salesforce that you won’t find in Nutshell.
Needing to convert Leads into Opportunities.
In Salesforce, you have to convert Leads to Opportunities once they become qualified. For deals with multiple influencers, that means converting multiple records and often doing a bunch of merging and cleanup afterward. Nutshell doesn’t split up deals into Leads and Opportunities—we just call them Leads—so you don’t need to spend the extra time converting records from one stage to another and you can see your entire pipeline in a single report.
Leads that aren’t attached to Companies.
With Salesforce, you can’t associate Leads with Accounts (only Opportunities can be associated with Accounts). So, if you’re working on a deal that has multiple influencers, it’s impossible to keep track of all the people you’ve been in contact with at that Account when using Leads. You can also easily end up with duplicate records or multiple people from the same company calling on the same prospect. In Nutshell, all deals are associated with companies.
Search that doesn’t work.
The Salesforce search tool is picky about syntax. For example, if an Account is called “The Acme Co.,” a search for “Acme” will not find it. Is your sales manager thinking about adopting Salesforce? Time to learn some Boolean search operators! Fortunately, Nutshell’s search is a lot more forgiving. Type in any part of a company or person’s name, and Nutshell will immediately find it in the database.
That damn Save button!
Nutshell autosaves changes you make to a contact, company or deal, so you don’t risk losing all your work. With Salesforce, you have to remember to click the Save button every time you update a record—or else. How is this still a thing?
Unlike Nutshell, Salesforce is notoriously unintuitive. Unless there is a dedicated Salesforce admin on staff who does a great job with onboarding or your company pays for training, it’s the reps’ responsibility to learn the complicated platform themselves. Nutshell knows that sales reps aren’t software experts, which is why ease of use is our top priority.