Salesforce Platform Reviews

Our primary use case is as a CRM. The goal is to create an easy and organized way of collecting and reporting on data. There are many pros and cons but overall, this is the best CRM that I have used.

I have utilized at least five different CRMs over the last five years and although HubSpot was the easiest to use, it was not as robust as Salesforce. Salesforce inches above the rest as my favorite. I feel like some things are complicated just to be complicated and that takes away from the overall productivity it is creating for my team.      

Salesforce has created an easy way to track customer interactions and has simple reporting functions. I feel like some things are overly complicated for no reason, as there are much simpler ways to achieve the same goal.

The ability to customize things is great, as we can create an environment that is more conducive to how we do business. This allows us to be more efficient as a team and allows me to monitor their productivity without micro-managing them.

I can also set tasks for them when things get missed, as a friendly reminder. 

The most valuable feature is being able to track the activity of my team and report results.

It is easy to add accounts, contacts, and opportunities.

The integration with different applications makes quick work of tracking activity.

The ability to customize things is great, as we can create an environment that is more conducive to how we do business. This allows us to be more efficient as a team and provide quick and easy reporting for our management team and customers.

I also like the automated alerts, to catch things people miss so that things stay updated correctly. 

Easier bulk updating would be appreciated. 

We need more flexibility with building processes and workflow automation.

Better flexibility in editing emails created from templates would be great, and being able to add hyperlinks in emails for scheduling meetings would allow us to automate more.

I would also like more flexibility in being able to designate both default and override values, as I feel like every time we have a new process, we have to add more fields to accommodate exceptions to the norm.         

We have been using the Salesforce Platform for five years.

Salesforce is easily scalable.

I have only used the online resources and found them to outdated sometimes. Our Salesforce admin takes care of all this now. 

I have used several different CRMs and my least favorite was Microsoft Dynamics. It was bulky, not user-friendly, and reporting was not ideal.   

In terms of whether the initial setup was complex, I would say Yes and No. You definitely want to pay for assistance and support for set-up if you don't have an internal Salesforce admin. There is a learning curve that can be time-consuming. 

We had a vendor to start with, and now we have an in-house team.

Using this solution makes our company more agile and efficient, and prevents information silos.

My advice is that if you are going to use a CRM then use it correctly, get licenses for everyone, and demand compliance. Having only one department use it and not others will devalue the tool and its ability to provide effective solutions. 

Not at this company but in previous companies yes.   One declined Salesforce because it was not easy to get out of should they need to change their mind, and they were penny pinchers to a fault, so it was best they did that as I had issues with data loss in past when leaving Salesforce and going to a new CRM.  

We use this solution to track customer activities, opportunities and contact information.

The interface could be more user-friendly and offer more customization.

I have used this solution for two years but the company I work for has been using it for many more years. 

This is a stable solution. 

This is a scalable solution. 

The technical support for this solution is very good.

I would rate this solution a nine out of ten. 

I custom develop this solution for different clients. It is a platform that allows you to get applications quickly to the end user in a secure way. It is a fast and easy solution but it is not cheap. 

The integration of Salesforce with other solutions could be improved.

I have 11 years experience working with Salesforce. 

This is a very stable solution. 

This is a scalable solution. 

The customer service team at Salesforce get the job done but they are not fast. The technical support could be improved. 

Neutral

The cost of this solution depends on negotiations. It is somewhere between expensive and reasonable. There is always additional costs for consulting services. It's the kind of solution that requires consulting, but it is not a licensing cost. It is a consulting cost. It is CAPEX versus OPEX.

I would recommend this solution for medium to large enterprises. 

I would rate this solution a nine out of ten. 

We use this solution to maintain the information of our existing customers. We generate reports and analyze how customers have been interacting with the company. We also use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns. 

This solution is accurate. 

The solution is not completely user-friendly, but it is user-friendly enough to support our day to day work. The Lighting version could be more smooth. We keep opting for the Classic version because it seems that it is least likely to get stuck. The Lighting version needs to be faster and easier to be able to get the information that we want.

The reporting for Salesforce could also be approved. It is a manual process and it would be useful to have a guide or videos on how to generate reports or any other cool things that you could do with the platform.

I have been using this solution for one and a half years. 

This is a stable solution. The Lightning version is a tad slow but the Classic version is more user-friendly.

The solution comes ready to use and there was nothing that we needed to do to get started. It was a matter of accessing the application and logging in using our credentials for our day to day work. As a first time user, the training that we were given helped us understand how to navigate the platform.

From an employee point of view, I would recommend Salesforce. It is user-friendly. 

I would rate this solution an eight out of ten. 

We use Salesforce to keep track of our customers' activity.

The solution is used to track our customers.

Salesforce needs to be re-platformed, or re-architected, making it lighter. It also needs an easier code to work with.

Initial setup should be easier and faster. 

Personally, I do not see that much value in Salesforce.

I have been using Salesforce for 10 years.

Salesforce is stable.

This is a scalable solution.

The initial setup could be done faster if it was easier. 

I would rate this solution a five out of ten.

We are using the Salesforce Platform mainly for forecasting and budgeting. We use it for everything related to the customer's data.

The most valuable features of the Salesforce Platform are the ability to manage customers' data, many report filtering options, and consolidation.

Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users.

I have been using the Salesforce Platform for approximately four years.

Salesforce Platform is highly stable.

The scalability of the Salesforce Platform is good. It can scale up and down to our needs.

We have approximately 1,000 people using this solution in my organization and it is being used daily. Many people in different roles are using the solution, such as sales managers, sales representatives, and system engineers.

I have not used the support from Salesforce Platform.

I have not used another solution other than Salesforce Platform in this category.

When there is a need to update the solution I do it and it is simple. We have a team that did the implementation of the Salesforce Platform.

The Salesforce Platform has not gone down in the time we have used it, it is very stable. I would recommend this solution to others.

I rate Salesforce Platform a seven out of ten.

I use it for keeping track of my appointments in their calendar, and I use it to view opportunities for sales that my sales force puts in there for us. I am using its latest version.

I have used only two features. I use the calendar to keep track of my appointments, and I also use it to view the opportunities. You can put your clients' names in there along with their contacts and the opportunity for sales with them.

It works beautifully. I haven't had any errors.

When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do.

I have been using this solution for three years.

I didn't have any issues. Everything has been good.

I haven't tried to scale it. We have about a hundred users.

I have not used their tech support.

We did use something, but I don't remember what it was.

I didn't install it or configure it. Our company did that. I just used it.

I didn't buy it. I just use it.

I would advise making sure that you have a plan for how you're going to configure it so that you do things right the first time. We've changed the way we use it several times. We have improved our workflow in there over time. This was just because of the way we were first using it or the way we had configured it. There is nothing wrong with the product.

I would rate it an eight out of 10. As soon as I get used to the changed look and feel, it'll probably go back up to 10.