Reviews written by LiliahWinn

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Salesforce.com
CRM Software
LiliahWinnLiliahWinn   April 26, 2010
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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