Salesforce Platform Reviews

I used Salesforce Platform to create leads and manage accounts from a sales perspective, generate reports, and conduct business analysis within the company. I used Salesforce frequently from 2014 until December 2023.

Salesforce Platform helped with managing and maintaining client data and tracking progress with accounts, which saved forty to fifty percent of my time.

We are an implementation partner for the Salesforce Platform. We help clients implement and adopt Salesforce in various capacities and products.

Salesforce Platform facilitates the easy building of solutions in a very short time, making them readily available for customers to view. It also improves go-to-market strategies, making them much more affordable and faster.

Our primary use case for this solution is lead management, mainly B2B as I don't think it's that good for the B2C model.

I would say that compared to our previous CRM, Salesforce helped us improve our lead management and lead assignments like location, performance, and other factors. We are able to automate the process quite smoothly with SalesForce and it helps us a lot.

We were trying to use Salesforce for an ecosystem to create a loan origination system. So, we are developing a product on the Salesforce platform.

Salesforce's out-of-the-box features are sufficient for most businesses. For instance, if I consider Sales Cloud and Service Cloud, they encompass almost every feature that businesses need for their sales and service processes. If customization is required, Salesforce offers good options, such as using their process automation tool called "Flow" or taking the programming route with Apex programming. They provide a wide range of capabilities under what they call "No code," "Low code," and "Pro code" options. Businesses can use these to tailor their processes on the Salesforce platform.

We deployed Salesforce for global shared services, for global business services, where we consolidated and standardized on case management software. It's a marketing cloud. We used Einstein as well. We had a pretty large Salesforce deployment. If it was for all internal customers around our global shared services and business services, which was connected with the contact centers. We built contact centers in Manila, Prague, Bogota, and Tampa, among others. Salesforce was the platform that we consolidated all our processes on. We brought it together with Genesis and Interactive Intelligence around the call centers so that we brought everything together.

When we first did the assessment, it was global and it was for putting in a standardized software platform for all the corporate functions of HR, finance, procurement, payroll, and compliance. We standardized all their processes on Salesforce, and then we did that around case management and knowledge management as well. We did that across all those call centers, and that was our Salesforce deployment. We had to EBOM that with ServiceNow and Workday and all the financial systems, SAP, et cetera. We use Salesforce as one of our enterprise platforms.

The flexibility around the deployment is the most valuable aspect of the solution.

The user-friendliness and the interactiveness of Salesforce are great. The tools that came built with it are useful. Between Genesis and Salesforce, there were some schemas that were prebuilt. In terms of the implementation around the popups on the Genesis system and the Interactive Intelligence, they had some pre-built Salesforce schemas which made it very simple. 

With AI for Einstein, the bot capabilities, self-service capabilities, were great. We built a global portal that was Einstein, and the bots were key for the self-service capabilities that we were trying to deploy as part of this transformation to digital, and we basically put all of our documents and we digitized just about all the processes. There was a lot of our documentation as well and we put everything online. Einstein helped in the evaluation of these products. It helped navigate for the users, the end-users, which were all internal. We had some external too, as we ended up providing that service for third parties around invoicing and procurement. That said, Einstein helped in the user effectiveness and efficiencies around the interactions.

Use cases include sales interactions, sales management, and marketing. This is for the internal customer or internal user. For external offerings, we have field service management and CPQ, along with most of the other models of Salesforce.

The valuable features of the solution are mainly the solution's sales modules and CPQ.

We use the solution for our outbound and marketing activities.

We've built some custom dashboards which are quite nice.

The reporting tools are very solid.

It is absolutely stable. 

I primarily use Salesforce for tracking opportunities, sales activities, and providing high-level dashboards on each opportunity stage.

The solution provides good control on opportunities, allowing me to see our progress and next steps clearly. This organization improves our ability to manage sales-related activities effectively.