Salesforce Platform Reviews

My role is account director and client partner. I use Salesforce more for opportunity management, and I have been using it for the last eight to ten years.

Salesforce provides customization that aligns with our organization's lifecycle management of opportunities. It integrates with our call records, meeting notes, and the Outlook calendar, which helps in mapping roles and managing opportunities effectively. It allows us to monitor the progress of opportunities and assess the probability of their closure.

The customization options that Salesforce provides are the most valuable. It allows organizations to align Salesforce with their specific processes and stages of opportunity management. Integration with call records and calendars, as well as detailed reporting on progress, are also significant features.

I would like Salesforce to recommend related opportunities within the organization that have been taken to closure, so we can fast track new opportunities based on past experiences. It could also serve as a comprehensive knowledge management repository for storing technical and commercial proposals.

Salesforce is very stable. The only downtime I have encountered has been during planned maintenance and upgrades.

Scalability has never been a limitation. We have a large user base, and I have never seen it as a challenge.

We have an in-house technical team that liaises with the Salesforce professional services team for any needed customizations. The expert service from Salesforce is always available to suggest the best ways to implement these customizations.

Neutral

As long as the organization provides the licenses, it is easy to use for me.

Salesforce is not inexpensive, but the convenience of using the platform justifies the cost.

I would compare Salesforce with Microsoft Dynamics and Freshworks.

I would recommend Salesforce to other users.

The primary use case of the solution is that it supports liaison tickets, creating cases, and resolving them.

The escalation process and service module are valuable features of the solution. So, creating an escalation process is a valuable feature.

Salesforce Platform is an evolving product. Salesforce Platform is a bit expensive compared to other CRM products, which is a drawback. Other than that, this product is evolving and adding new features. So they are trying to serve the needs of each and every person. The only thing I consider is that they are a bit expensive compared to other CRMs, so the price needs to be improved.

As an end user, I have an experience of eight years using the solution. Since it is a SaaS solution, it has been continuously upgrading since last year.

There are no major performance issues in the solution.

In my company, 160 people are using the solution. We have two different products, and both use Salesforce differently. So we wanted to bring all these users together, that includes a batch of 150 and more than 100. We wanted to merge and use it as a unified product. So, we are trying to bring that cost down. Also, I am searching for other alternatives to find a better solution than Salesforce.

Previously, I was using Hyperionix. With Hyperionix, the look and feel were not very good compared to Salesforce. Also, following follow-ups and creating cases were all tedious processes in Hyperionix. Usability-wise, Hyperionix was not flexible.

For maintenance, we need around four members. I was not involved in the implementation process. After I did Salesforce admin certification, I came to know that it was really easy to migrate all the data from Hyperionix to Salesforce. The implementation process took approximately three to four months. For deployment, around ten members were required.

Our own in-house team was involved in the implementation process.

I don't know the exact costs involved in the solution. However, if you look into the comparison, Salesforce charges double the rates, or almost three times, compared to its competitors. Our company does incur additional charges for maintenance and support.

Someone from the higher management was involved in the evaluation process.

I love to use Salesforce Platform. If the solution fits your budget, you should go for it for projects. Overall, I rate the product an eight and a half out of ten.

We primarily use the product for many things related to customer tracking. 

We like that everything is in it. It's a very robust product that can be used for many things. 

The solution is easy to use. 

The initial setup is very easy.

It's stable. 

We'd like to combine customers together. In Salesforce, every customer is unique and it's not possible to bundle them together effectively if they are from the same company or move companies, et cetera. 

I've been using the solution for five or six years at this point. It's been quite a while now. 

The solution has been quite stable and very reliable. I can't recall dealing with bugs or glitches. It doesn't crash or freeze. 

The solution is scalable.

I've changed positions, and in my area, 50 people are using it. However, in the past, I've been in a company where 1,000 people were on it. 

I've never used technical support. I can't speak to how they are with clients who need help.

The initial setup is not complex. It's quite simple, quite straightforward. 

I'm just a customer and an end-user. My company does not have a business relationship with or sell Salesforce products. 

I'd recommend the solution to others and advise they give it a try.

I would rate the solution a nine out of ten.

I have been working mostly for the automotive industry over the last four years. Within that, I have been associated with after-sales, customer care, new business development, and customized solutions for specific areas of business, either in customer care or sales.

There are improvements when you can integrate a multi-team process by automations. Many features in Salesforce allow you to automate processes. The trend right now is to use what they call out-of-the-box functionality with flows to optimize processes. This is the current trend. 

They are also starting to use artificial intelligence in agents to automate customer care bots, mostly. That part is new and still has to prove its mettle.

Stability of the platform is important, as are security and flexibility. The out-of-the-box functionality covers 70% to 80% of the most common scenarios that a client has in sales, customer care, and service.

Identification management systems integration should be easier. This is one of the current problems as different customers have different identification management systems, and integrating Salesforce with external corporate systems is challenging. 

Additionally, development for mobile platforms could be improved, as the current versions are not good enough.

I have been using it for 15 years.

It's a very stable system. I would rate it a nine out of ten.

I would rate it at eight out of ten.

Support is not the strongest point. I would rate it at six out of ten. When the issue is technically challenging, the first and second level support don't have solutions for truly technically challenging problems, even if they are Salesforce related.

Neutral

I would rate the initial setup at nine. It's one of the easiest platforms to set up.

The cost is reasonable for the corporations I work for. I would say an average would be around $100 per month per user.

The best advice is to fully understand your business and your processes, then see how Salesforce fits. Have a good consultant at the beginning, even before you spend money.

I'd rate the solution nine out of ten.

Our primary use case for Salesforce Platform is to manage our sales, customer support, and other business processes. I primarily work on Salesforce CPQ, Conga CPQ, Conga Composer, and Adobe eSign.

Salesforce Platform has significantly helped our organization. For instance, with a previous customer, we moved them from managing their data on Excel to using Salesforce, which improved their efficiency. 

The automation capabilities, monitoring of reports and dashboards, and the overall ability to handle sales data have been instrumental in their success. Our sales representatives have doubled their revenue as they can now handle multiple records and connect with customers more efficiently.

The lead conversion process in Salesforce Sales Cloud is extremely valuable. It allows leads to be converted into accounts, contacts, and opportunities with just a few clicks, which saves time and reduces manual work. 

The automatic updates and customizable user interface are also beneficial. Another valuable feature is the optimization required by Salesforce, which ensures that everything is running efficiently.

Salesforce could improve the performance of their lightning components as they are currently quite heavy on the system and slow to load. Optimization in this area would be beneficial as customers expect quick loading times.

I have been working with Salesforce for seven years.

Salesforce Platform is generally stable, but there are occasional days when it loads very slowly or doesn't work at all. These issues are rare and we usually contact Salesforce support to resolve them.

Salesforce's scalability is generally good, but there are some limitations with managed packages that can be time-consuming to address. On a scale from one to ten, I would rate its scalability as a seven.

Salesforce's customer service is quite responsive and collaborative. They have the technical knowledge needed to assist effectively. I would rate their customer service an eight point five out of ten.

Before using Salesforce Platform, we managed everything on Excel sheets using macros. This method was inefficient and cumbersome compared to Salesforce's capabilities.

The initial setup of Salesforce Platform is not very easy but not too difficult either. Salesforce provides a representative to assist with the setup process, which makes it manageable. I would rate the initial setup as a six or seven out of ten.

We used a team of two to three people for the initial deployment, which included handling repositories and moving changes. As the project became more complex, the team size increased to four or five people.

Using Salesforce has contributed significantly to our revenue growth. Our sales representatives have doubled their revenue because of the increased efficiency and new product offerings made possible by Salesforce.

Salesforce is quite expensive, especially for vendors in India. I would rate the pricing of Salesforce Platform as a six point five out of ten due to its high cost.

I was not part of the decision-making team when Salesforce was chosen, so I do not have information on other vendors that were evaluated.

Salesforce Platform is a very good product. They are responsive and go beyond to help you out. It is easy to maintain and entirely cloud-based, which is great for new generation needs.

I'd rate the solution eight out of ten.

We use the solution for deal tracking, lead generation, committing deals, and connecting on LinkedIn.

We've done a solid job managing past account history, enabling us to quickly review past activities and the contacts we've engaged with. Now, Salesforce has integrated a LinkedIn feature, streamlining the process by eliminating the need to manually input data into LinkedIn separately. This integration adds LinkedIn profiles to customer profiles, enhancing efficiency. They've also introduced a sales console platform.

It's all set up for us in a way that establishes our account. We need to tag ourselves to opportunities. You have to tag yourself to the opportunity manually; you need to find it yourself and tag it. Sometimes, it's difficult to figure out how to assign yourself to the opportunity, which is time-consuming. In a way, it needs to be a little more seamless.

I have been using Salesforce Platform for seven years.

There are no major stability issues.

20,000 users are using this solution.

We open up an IT case, and the IT team interacts with us.

We don't find much utility in Salesforce due to the inaccuracies in the data. Therefore, before we can effectively utilize Salesforce as a platform, the company must prioritize correcting the data, as we can only rely on trustworthy data. While Salesforce utilizes some intuitive algorithm to generate opportunities based on historical data, sometimes these opportunities are inaccurate, resulting in hundreds of false opportunities that need to be manually deleted. Ultimately, this underscores the importance of ensuring data accuracy, as accurate data is essential for reliable predictions.

The previous interface was very static and not very user-friendly. It has undergone an update, which initially confused the organization because it was not the most user-friendly.

Salesforce isn't the most user-friendly platform. I often need to search on Google for guidance on navigating opportunities or working with various fields within them. This complexity can make tasks a bit challenging. Additionally, when it comes to viewing all opportunities or assigning myself to multiple ones, I still resort to Googling for instructions. The interface isn't intuitive enough to accomplish these tasks easily.

Overall, I rate the solution a seven out of ten.

We use Salesforce to interact with our customers and resolve their queries. It helps you connect employees, engage customers, integrate, and connect everything and everyone.

The solution is easy to use. The platform is very integrated with a lot of features. You can call customers directly from the platform. You can also directly do your email marketing. Salesforce is intuitive to work with and the overall fundamental of the platform is very strong. I can even build an accounting platform using Salesforce. It's easy to train users and in general it's a very strong solution. 

Some business functionalities could be improved.

I've been using this solution for four years.

The solution is stable, we've had one issue in four years when the application slowed down. 

The solution is scalable, we currently have 50 users. 

The support is very prompt. They do charge for it. 

Every process is difficult to set up although Salesforce is easier than some other solutions. It's not a difficult solution to maintain. 

They have a range of licensing modules and charge anywhere between $80 - $100, depending on how many licenses you buy. The more you buy, the less the cost per unit.

If your processes align with the tool, then I recommend it. If not, then it's not worth it. The process is more important than any technology or platform. I rate this solution seven out of 10.

It allows us to track the records of our transaction pipeline. It also helps us with the budgeting, giving us an insight into potential ROI.

What we like the most about it is the fact that it helps us track the record of our projects. It keeps everything on one interface, facilitating the operations and planning. 

I think the interface should be enhanced and more user-friendly. Right now, it requires a lot of steps to operate it.

We have been using it for the last eight months.

The stability is good. We did not have any problem with it.

It offers good scalability features and the possibility to use its services across different departments within the company.

Our experience with their customer support was very good. We had a few discussions in the beginning when we implemented the project, and they were very responsive. They helped us to put everything on track.

The initial setup was easily done by our IT department.

The deployment process was done in less than three weeks by a couple of our technician experts.

It is a fair price for what it's offering, in comparison with other solutions that are available on the market.

I would rate it nine out of ten.