Salesforce Platform Reviews

I sell competitive solutions, and I am an end-user of the Salesforce Platform, which is our CRM. We use this solution to keep track of customers, prospects, and associated contacts.

The reporting capabilities are pretty user-friendly.

They should provide access to data quality tips and tricks to make it better.

I've been at my current job for five years, and I've been using it for that time. I have also used salesforce at other companies as well.

We are using the latest version, it's called Lightening.

It's a stable solution. We have not had any issues with the stability of the Salesforce Platform.

It is easy to scale. It is, of course, the original software as a service.

We have 300 users in our organization who are using this solution, who are mainly Sales and Sales Management.

I haven't used technical support. We have our own first-line support for our company. I've never had to actually reach out to Salesforce themselves.

Previously, I hadn't used any other solution. I have used Salesforce at this job and at my previous two jobs.

I was not a part of the initial setup, it was already in place and done for me.

The solution is good.

It's only as good as the company that you are working for, who sets it up, and that monitors it and dates it. This is one of the biggest challenges with customer relationships.

Management Software such as the Salesforce Platform ensures data quality.

The tool can be great, but if you don't enter enough accurate data and keep it up to date then the CRM tool functionality cannot be leveraged.

I would advise having a data quality manager for this solution. If you're going to be using it to manage sales over time and for marketing efforts, if you don't have up-to-date complete information in there, then you don't get the value out of the solution.

I would rate Salesforce Platform a seven out of ten.

We are using this solution for follow-up of sales opportunities. We are using Enterprise Salesforce.

The activities, opportunities, follow-up of the opportunities, and business tracking are valuable features. It provides everything that we need. It works pretty well.

In terms of features, for our business needs, we have more than enough right now. There is nothing that we are missing or would like to add. They can maybe share some best practices so that when you are starting, you can stick to a good process, and you don't have to think so much about the process that you want or your CEO or CMO wants. The process should not be based on one person in the company. Having some best practices will make it easier to get started. These best practices can be based on what has worked for others. Its basic version is pretty simple, and the customizations are up to the companies, which can make startups like ours lose a lot of time in figuring out what all stakeholders want rather than what would work.

I have been using this solution for four years.

It is very stable and works very well.

We have scaled it, and it works pretty well. It has good scalability. We have around 50 people in our organization who use this solution.

I have not used technical support. It is very stable, and most of the issues were at the user level. Therefore, I did not need any advanced technical support for this.

It is pretty easy to set it up. The first version came out in two weeks.

Before using this solution, you must make sure that your processes are very clear. You should know what do you want from the CRM and what outcome you are expecting. The CRM itself is very easy to use and deploy, but you can also make mistakes while going back and forth. If you don't have complete clarity of what you want from the business standpoint, you will lose valuable time in customizing the stuff that is not required. You will end up measuring stuff that you don't really care about. That's why you need to know your needs and the outcome that you're expecting.

I would rate Salesforce Platform a nine out of ten.

We have five sales people, we are primarily using Salesforce to manage opportunities.

It has definitely improved how we function. 

Salesforce is a pretty cumbersome product. It's a product that you need to spend quite a bit of time customizing to your unique business model. Unless you have somebody in house that knows it really well, you're better off spending money with a consultant to get what you need. It's a very powerful platform. You can do a lot with it, but you need to spend the time with it. 

That's not necessarily a negative. It's just a large, monolithic application that you need to spend time customizing. You could be in the middle of updating something and think, "Wow, it'd be really nice if I had this widget or if I had this drop down." Because none of us are experts on it, somebody may go off and spends exorbitant time to find out how to implement this feature or make that customization. 

I have been using the Salesforce platform for six months. 

Salesforce is a stable solution. We have not had any issues with it. 

Salesforce has massive scalability potential. 

We have never had to use the Salesforce tech support. 

The initial setup was pretty straightforward. 

The advice I would give regarding Salesforce is plan to spend customization money on it. You have to really customize it to make it work for your business.

I was using the Salesforce Platform for forecasting, client opportunity creation, tracking, and client input and tracking.

The solution has improved over the years and the inputting of opportunity information is done a lot better and the GUI is good. The ability to customize dashboards and other elements was useful, we were able to move things around, for example, the forecasts. Most of the cells and input places were set, but we can customize the view and what we were looking at, such as on a daily, or weekly basis.

The solution is comprehensive, there is a wide range of features available. There are features that have been available from the beginning I am just learning about them now. 

I have found it takes an exceedingly long time to put opportunities or clients in the system. If I have an opportunity that I need to put in the system it could take approximately 10 minutes. This is a lot of time when you have multiple opportunities to put in. There are other tasks to do that are required by supervisors, such as forecasts. What I have done to save time is I did not input as much detail as I could have because I knew it was going to take me an hour to get five leads in.

I have used Salesforce Platform for approximately four years.

The stability of the solution was good.  There were some bugs or glitches but nothing substantial or out of the ordinary that took us down for the day or prevented functionality.

The solution is easy to scale. For example, adding new employees.

We have approximately 1,000 people using Salesforce Platform in my organization. This includes managers, sales teams, and other employees.

In general, we would log calls into our company technical support for issues, and then they would escalate it as needed to the Salesforce team.

I have used other solutions similar to Salesforce Platform, such as Microsoft Dynamics. As a standard, the past three or four companies I have worked for have been using the Salesforce Platform.

Our IT did the implementation of the solution.

The price of Salesforce Platform is very expensive. There are other solutions that are similar that cost a quarter of what Salesforce Platform does, such as HubSpot.

I have evaluated HubSpot and it does 85% of the functionality of the Salesforce Platform.

I would advise those wanting to implement Salesforce Platform to have a dedicated Salesforce administrator who is used to have all changes go through them. Everything has to go through one person or it can get really complicated to manage.

Salesforce Platform is very good at what it does. However, it is still cumbersome, but then again, all the solutions I have used that are similar are all cumbersome. They all are asking for a lot of information in order to capture good realistic data. I have been doing technical sales amongst other things for 30 years and I do not know how these solutions can be made less cumbersome and still capture accurate information out of it.

I rate Salesforce Platform a seven out of ten.

Our primary use case for Salesforce App Cloud is to make assertions that I personalize, based on the information that the companies have in their systems. 

I would like to see an improvement in the price - it could be cheaper. Also, I would like to have more integration with Google.

I have been using Salesforce App Cloud for three to four years now.

We haven't had any issues with stability so far.

I believe Salesforce App Cloud is a scalable solution.

The technical support is very good and they respond very fast.

The initial setup is really straightforward. You can deploy it yourself, or you can make use of a consultant.

I would recommend this solution to others and I will recommend that they use all the other SalesForce products. If their primary business use case is covered by Salesforce App Cloud, they should start there. If they have other business cases, they should definitely use other Salesforce products to see if that is covered.

Additional features that I would like to see included in the next release is more integration with Google. On a scale of one to ten, I will rate this solution a nine. 

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 for all of our customer resource management, forecasting and tracking our contacts and opportunities. We also use it to make internal requests.

It is an easy product to use and does great things for our company. It keeps track of all of our sales activity.

A company needs to carefully consider how they set up Salesforce in order to ensure it benefits them. 

I have been using Salesforce for 16 years. 

This is a stable solution. 

This is a scalable solution due to the fact that it is cloud based. We have 3000 users on Salesforce. 

I would rate this solution a nine out of ten.