
Inês Carvalho
Account Executive · 11-50
1 review written · 4.0 average
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Reviews by Inês Carvalho
★★★★★
Lead management is what I keep coming back to. Six months in, and the way Salesforce lets me track a lead from first touch through every follow-up stage, with custom fields and automated task reminders at each step, has genuinely changed how I handle a full pipeline solo. Nothing slips through anymore. That alone is worth the subscription for a team our size.
The one real frustration? Getting those custom fields set up the way I wanted took longer than it should have. The documentation assumes you have a dedicated admin. We don't.