Salesforce Revenue Cloud

Clément B.

Operations·Administrator·Partoo·300 – 1 000 employees·France·used it More than 2 years

4

November 2026

A solid CRM provided you master its complexity

We have been using Salesforce for a little over eight and a half years. It is the foundation of our commercial and Customer Success stack. We have chosen to maintain a relatively simple configuration, limiting specific developments and customizations. The goal is to stay as close as possible to Salesforce's standard operation to facilitate maintenance. One of the benefits of Salesforce is being able to support multiple customer-facing teams in the same environment. We have configured it to meet the needs of Sales and Customer Success, then connected it to various tools like HubSpot, Intercom, Qobra, or Modjo. Our main issue today concerns the interface between the salespeople and the CRM. Sales do not always correctly fill in the information, and adding mandatory fields does not necessarily solve the problem. I think Salesforce should gradually become more of a data interface, with simpler interactions from the tools used daily by the teams, especially Slack. The arrival of MCP and AI also opens up interesting possibilities for querying CRM data. But this requires properly documenting fields and indicator definitions to avoid misinterpretations. Overall, we have a good stack. The main challenge is no longer changing the CRM, but improving how teams interact with it.