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.

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.

Salesforce offers control over the opportunities to see where we are and gives me high-level dashboards on each opportunity stage. It also allows for streamlined tracking of sales activities.

Salesforce could improve by adding more capabilities to the dashboard, such as additional fields for more filters and more control over what I would like to see. More options for the dashboard would be beneficial.

I have used Salesforce Platform for about 11 months.

Sometimes it would be a little bit slow, however, it's manageable.

It is scalable enough.

I cannot rate technical support. I did not open any case with them.

Positive

I have not used previous solutions within this context.

There is no initial setup needed as it is a cloud-based solution.

This task is managed by the IT team, not by me personally.

I'd rate the solution 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.

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.

I used the Salesforce Platform as a CRM, or for customer relationship management.

What I like about the Salesforce Platform, in particular, its enterprise edition is that apart from its many features, you can have a wider view of the customers, a 360-degree view. I also enjoy managing opportunities in the Salesforce Platform a lot because it's easier and gives you a wider view, compared to HubSpot.

What could be improved in the Salesforce Platform is the price. The platform is too expensive. The implementation time for the platform is also longer than expected, so that's another area for improvement.

I used the Salesforce Platform for nine years, and the last time I used it was about twelve months ago. I'm currently using HubSpot, and it's a platform I've used for a year.

The Salesforce Platform is a stable solution.

The Salesforce Platform is a scalable solution.

The technical support for the Salesforce Platform is pretty good.

Setting up the Salesforce Platform requires a consulting partner who will implement the solution. If I compare the setup of HubSpot with how you set up the Salesforce Platform, HubSpot is easier to set up.

Pricing for the Salesforce Platform is too expensive.

I used the Salesforce Platform in my previous company, then in my current company, I've been using HubSpot, and I prefer Salesforce over HubSpot because the Salesforce Platform gives you more control. It's easier to manage opportunities with the Salesforce Platform, even if you have a holding company with multiple companies, especially in the enterprise version as it gives you a more economic group view.

I have experience with the enterprise edition of the Salesforce Platform. I also have experience with HubSpot.

I'm not aware of which version of the Salesforce Platform I used because I'm just a user, not a developer.

The advice I'd give to people who want to implement the Salesforce Platform is to look deeply and very carefully at the cost of implementation because it could be very high sometimes. On the other hand, the platform brings tremendous value proposition.

There's no additional feature I'd like added to the Salesforce Platform because at the moment it has all features that are important to me and the company. For example, it has the Marketing Cloud which helps align marketing and sales pretty easily and more globally. Salesforce has also acquired a lot of other platforms to make different processes easier, for example, it acquired Tableau, Slack, and other companies, so now the company has a larger portfolio than other CRMs. I firmly believe that Salesforce has a tremendous portfolio for enterprise companies, but for medium and small companies, I do not recommend the Salesforce Platform because it's too expensive.

My rating for the Salesforce Platform is nine out of ten.

My company has no partnership with Salesforce.