Danielle Trépanier
Account Executive · 1-10
1 review written · 5.0 average
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Reviews by Danielle Trépanier
★★★★★
My phone is basically my office. That's just the reality of my day, and two years ago I wasn't sure any serious CRM could keep up with that. Salesforce proved me wrong fast. The mobile app handles everything I actually need on the road: logging calls right after they happen, pulling up contact history before I walk into a meeting, updating deal stages from a parking lot. None of that feels clunky or stripped-down the way mobile CRM usually does. The layout adapts well to a small screen, and I've rarely had to open my laptop just to finish something the app started.
Our small team operates mostly remote and scattered across two time zones. What that means in practice is that nobody is in the same room to compare notes, so having a live, shared view of the pipeline matters a lot. Salesforce keeps everyone on the same page without a daily check-in call. Notifications hit my phone the moment a colleague updates an account, and that alone cuts out a lot of back-and-forth messages. The offline mode has saved me more than once in areas with spotty coverage.
My one honest gripe is pricing. For a team our size it's a stretch, and there were a few months early on where I questioned whether we could justify it. I still think it's priced for companies bigger than us. That said, two years in, I haven't seriously looked for an alternative. The mobile experience alone keeps me from wanting to switch. If your work happens away from a desk more than at one, this tool is built for that in a way most CRMs genuinely aren't.
