Wade Carmichael
CRM Strategist · 11-50
1 review written · 4.0 average
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Reviews by Wade Carmichael
★★★★★
Two months ago, my agency made the call to move our clients off the platform we'd been running for years, and honestly, Salesforce has delivered more than I expected this quickly. The contact management and pipeline views are genuinely cleaner than what we left behind. Lead management across multiple client accounts is where Salesforce pulls ahead the most. I can segment, tag, and build automations for four different clients without their data bleeding into each other, which was a constant headache on the old system. The reporting suite is deep, maybe deeper than we need right now, but I'd rather have that problem than the opposite.
The real sticking point is cost. Coming from something priced more modestly, the jump here is hard to swallow, especially when you're billing clients at fixed retainers. Some features I'd call essential are sitting behind higher-tier plans, which feels like a friction point they could smooth out. That said, the customization options and integrations have already saved my team meaningful hours on manual work. For an agency context specifically, I'd say it's worth the price, but go in knowing you'll feel it.
