Salesforce Sales Cloud

My favorite parts of salesforce have to be having a central database where we can store all of our information regarding engagements. From clients, to donors, to volunteers, and even board members. We use it to keep track of all types of information and it allows us to target specific "high value" donors who are more likely to donate based on previous donation history. It makes it very easy for us with just a few clicks to see all the information we need to successfully run a fundraising campaign and get it to the right people.

It could be a little more intuitive, this may be a byproduct of having so many features. Sometimes it is a little difficult to navigate for people who aren't as familiar with salesforce. Sometimes we get volunteers that prefer to volunteer by assisting with admin tasks. Sometimes we run into issues where generally tech saavy people have trouble navigating and using some of the features in sales force. Again this is probably because it has so many features that are very indepth, not necessarily a bad thing.

Reports - easy overview over open, or likely to close deals, good filtering optionsConnectedness - how you can see connections between different stakeholders/roles in different projects with different account managers. It helps us understand what are client and their clinets are involved in or what they have in their pipeline.

We haven't found an easy way to create quotes directly in Salesforce, this would be a major improvement for us, as well as if we could use it for invoicing purposes. That would streamline our financial processes a lot.