Review Detail

 
Salesforce.com
CRM Software
by Guest     October 20, 2009    
LiliahWinn

View all my reviews (1)
Overall rating 
 
 
3.7
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Offers great perspective on client and workflow management

Salesforce has lots of potential. Unfortunately it is hard to tap into for a small advisor. Otherwise, it is a decent product.

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