Salesforce Platform Reviews

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 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.

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.

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.

The use cases are highly dependent on client engagement, so we're practically implementing solutions on various clouds, primarily Salesforce Service Cloud, but also on Salesforce Marketing Cloud and Salesforce Sales Cloud. Our implementations are generally OOTB solutions for clients. Sometimes, we also customize it.

I don't have a specific preference, but I like that it's practically with better customization. One can do almost everything using Salesforce's OOTB functionality without much investment. Also, there are a lot of codeless solutions. So the development effort is way less than trying to build something without this framework or this platform from scratch.

The solution's UI is horrible. It looks like it is from the 90s, and that should change.

The only area that I would speak against Salesforce is over the fact that there are a lot of new releases, and if you as a user or a client or an enterprise are not aware of the schedule of the releases, then they may face disruptions in the services provided by the solution.

At work, I'm doing everything related to Salesforce. I have been using the solution for a year now. I'm quite new to managing such projects. We're getting projects from Salesforce. We are one of the ten approved recommended vendors or platinum-level partners that Salesforce currently works with. We also develop for Salesforce AppExchange.

Stability-wise, I rate the solution a ten out of ten.

The scalability of the solution is quite good. Scability-wise, I rate the solution an eight out of ten.

Our clients range from small and medium companies to those companies which fall under Fortune 500.

Since they are our partners, I cannot comment on my experience with their technical support. I rate the solution's technical support a seven out of ten.

Neutral

One of our clients wants to implement Oscar in their organization, but it is still in a phase of an idea.

I rate the solution's initial setup a seven out of ten.

The deployment process takes around the day in a normal case scenario.

For deployment, we had two members from the DevOps team who worked with a technical architect. So, overall, three people were involved in the deployment process.

The solution is fairly priced. One also needs to have a good architecture team that can help choose the right solution. Comparing its pricing with other solutions is quite different because I don't think there is a CRM tool as complete, so well-known, and so enterprise-ready as Salesforce in the market. So it's kind of impossible to compare with another solution's pricing.

In my opinion, it is a complete tool with a very bad UI.

I would recommend technical personnel to just start from zero with the solution because they have a great self-explanatory platform. I think that one can climb up the ranks from being just an administrator to becoming a developer or a solution architect quite fast if one takes advantage of the learning materials that are mostly free on the solution. For a manager, I would say it's good for an entry-level manager. Overall, I rate the solution a six out of ten.

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.

The most valuable features of Salesforce are its level of customization and integration. They help you a lot if you have backlog data to integrate into the system as a starting point. The new interface is much easier and more efficient compared to the previous one. Their reporting is also great, and the integration capability is very critical because you can integrate multiple different platforms into Salesforce.

Salesforce could improve by offering AI features or functionalities to help business decision-makers analyze business history, suggest forward strategies, and participate in events. The previous version had a complicated interface where multiple pages and data entries were required, which was not pleasant for sales teams or business users. Also, deploying Salesforce took a long time, about four to five months, which is not ideal for any business.

I used Salesforce frequently from 2014 until December 2023.

While using the previous version, Salesforce was glitchy sometimes. On occasion, we had to log in and out frequently, open tickets with our IT team for account reconfiguration, or request permissions to access the system. However, these issues weren't frequent.

Salesforce's scalability was not a problem. I worked for companies with 130,000 employees, and we all interacted with Salesforce in some way.

I cannot comment on Salesforce's customer service, as I was not the person who interacted with their support team.

Positive

I stopped working with Salesforce because I changed companies. As an independent consultant now, I don't need to scale to use Salesforce.

The IT team from my company handled the deployment. There may have been others involved from Salesforce, however, I am not aware.

Salesforce saved about 40% to 50% of my time by allowing me to manage and maintain client data and account progress. With the new interface, I'm expecting efficiency could go up to 60% or even 70%.

The pricing of Salesforce is decent compared to its value. I have seen alternative solutions close in price that do not offer the same flexibility. I don't know about the pricing of the new version.

I used several other communication and collaboration solutions such as Microsoft Teams, Zoom, Webex, Slack, and Google Meet.

I'd rate the solution eight 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.

I use Salesforce Platform in my company for sales-related activities. I use Salesforce Platform to keep the details of all of my prospects and manage data to create a pipeline, manage that pipeline to get a high-level and a very low-level view of what my sales activities look like.

Salesforce Platform has improved the way my company functions since it provides us with quick sales reports on how our performance metrics are while also allowing us to use different platforms like RingCentral, which we use in our company to make calls. The integration of Salesforce Platform with RingCentral helps our company manage everything through a single platform. Through Salesforce, my company can get a high-level overview of what sales and sales activity look like for us. With Salesforce Platform, you can create a pipeline or create projections for future sales.

The most valuable feature of the solution is its overall ability to manage everything, including the sales pipeline and quick creation of sales reports.

The pricing of the solution is an area with certain shortcomings that need improvement since, right now, I am not sure if Salesforce Platform has any plans for start-ups or small businesses. If Salesforce can create a cost-efficient price plan for small businesses, it would be great.

The product should offer different price packages for different types of businesses.

I have been using Salesforce Platform for a year. I use the solution's latest version, which was released three to four months ago.

Stability-wise, I rate the solution a ten out of ten.

Scalability-wise, I rate the solution a nine out of ten.

I haven't contacted the solution's technical support much. I rate the technical support a nine out of ten.

Positive

The initial setup of Salesforce Platform was straightforward.

The solution is deployed on the cloud.

I have definitely seen a return on investment from the use of the product since I could see a lot of things happening in our large organization, especially in terms of everything being managed well.

If you operate a big company with a lot of employees or people, then you should go for Salesforce Platform since it can help you transform how you manage your business while providing a high view of what your business looks like and how you can improve it further.

I rate the overall solution a nine out of ten.