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 in Salesforce that you won’t find in Nutshell.
1. 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.
2. 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.
3. 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.