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reviewer2334183 - PeerSpot reviewer
Senior Solutions Architect at a financial services firm with 10,001+ employees
Real User
Top 20
Comes with workflow capabilities and pricing is cheap
Pros and Cons
  • "The tool's most valuable feature is the CRM. Salesforce Platform comes with out-of-the-box capabilities."
  • "Salesforce Platform operates as a cloud system, and within our organization, numerous internal systems handle data processing. While real-time data retrieval is feasible through services, achieving real-time communication poses some challenges."

What is most valuable?

The tool's most valuable feature is the CRM. Salesforce Platform comes with out-of-the-box capabilities. 

What needs improvement?

Salesforce Platform operates as a cloud system, and within our organization, numerous internal systems handle data processing. While real-time data retrieval is feasible through services, achieving real-time communication poses some challenges.

What do I think about the stability of the solution?

We haven't experienced any issues with stability. 

How are customer service and support?

I haven't contacted the support yet. 

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Salesforce Platform
December 2024
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Which solution did I use previously and why did I switch?

I have used Pega CRM before Salesforce Platform. They have different capabilities except for the workflow. Salesforce platform leads in sales automation. 

How was the initial setup?

Big organizations can take three months to complete deployment, but smaller ones can complete it earlier. You would need 20-30 resources for deployment. 

What's my experience with pricing, setup cost, and licensing?

Salesforce is cheap. 

What other advice do I have?

I rate the product an eight out of ten. Salesforce Platform does offer workflow capabilities, but challenges arise when dealing with real-time data integration, particularly for large organizations, especially in the financial sector.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer2139132 - PeerSpot reviewer
Senior Manager Software Development at a comms service provider with 5,001-10,000 employees
Real User
Top 20
Good SLAs and able to extend easily but is expensive
Pros and Cons
  • "They are already beginning to implement generative AI."
  • "They have some limitations as a cloud solution."

What is our primary use case?

We primarily use the solution for our sales processes, services, and customer communities. We also use it to complete other processes. 

What is most valuable?

The platform capabilities are very good.

It has a good CRM. You can enhance and extend it easily. It's easy to handle different processes. 

They are already beginning to implement generative AI.

The solution is stable.

It can scale well.

The technical support offers good SLAs.

What needs improvement?

They have some limitations as a cloud solution. They need to open it up a bit and remove some restrictions.

It's a bit expensive. 

We are looking forward to seeing more AI in the future. 

For how long have I used the solution?

I've been working with the solution for 13 years.

What do I think about the stability of the solution?

The solution is stable and reliable. There are no bugs or glitches. It doesn't crash or freeze. 

What do I think about the scalability of the solution?

We did not have any issues with scalability. It can extend easily.

We have 7,000 users on the product right now. 

How are customer service and support?

We have occasionally reached out to technical support. They have been helpful. They are good. They can take a bit of time to respond, however. We have a premium account with them, and we have a decent SLA.

How would you rate customer service and support?

Positive

Which solution did I use previously and why did I switch?

I've used Microsoft Dynamics CRM in the past. I moved to a new organization and here they use Salesforce. 

How was the initial setup?

The initial setup has a moderate level of difficulty. It can be a bit complex. It's not overly easy.

We are going through a CI/CD process using metadata.

We didn't need too many resources involved in the setup. One developer can handle the implementation. 

The maintenance is pretty straightforward. Once it is completely set up, there isn't too much to do. 

What about the implementation team?

We handled the initial setup in-house. 

What's my experience with pricing, setup cost, and licensing?

The solution is just a little bit too expensive. I can't speak to the exact cost as I am not involved in the licensing. 

What other advice do I have?

I'm using the latest version of the solution. 

If a new user wants to start with Salesforce, they should look at some documentation to begin to understand the product. There are lots of articles available online. 

I'd rate the solution seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
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Salesforce Platform
December 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
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Senior Project Manager at freelancer
Real User
Although this solution helps beginners to easily utilize its features, it needs to consider improving its user interface
Pros and Cons
  • "One can do almost everything using Salesforce's OOTB functionality without much investment."
  • "The solution's UI is horrible."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used 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.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Neutral

Which solution did I use previously and why did I switch?

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

How was the initial setup?

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.

What's my experience with pricing, setup cost, and licensing?

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.

What other advice do I have?

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.

Which deployment model are you using for this solution?

On-premises
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Mohamed Abd Kader - PeerSpot reviewer
Head of Enterprise Architecture at Mantrac Group
Real User
Top 10
Easy to set up, stable, and offers a great ecosystem
Pros and Cons
  • "There is very good documentation available and Salesforce offers good communication with its clients. It's very user-friendly and has a system that is easy to learn."
  • "Technical support could be a bit faster."

What is our primary use case?

We primarily use the solution for the CRM, the customer relationship management, but now we are expanding its usage to allow our customers use access an online customer portal based on salesforce community and using B2B commerce  

How has it helped my organization?

It was a great add-on to our digital landscape. It is an easy-to-use, easy to customize platform.

What is most valuable?

Salesforce is not a product, it is a platform, there is a huge difference between the two use cases. 

The platform allows us to receive and collect information easily.

There's a great ecosystem within Salesforce:

1) A huge network of implementation-certified  partners  who have great knowledge about the platform

2) A Market place where you  can download 3rd party apps on the platform

3) There is very good online documentation available and Salesforce offers good communication with its clients. It's very user-friendly and has a system that is easy to learn.

We've found the stability to be quite good.

The initial setup is easy.

The product can scale well.

What needs improvement?

The solution doesn't really have any weak areas. Overall, it's a very good product, but technical support could be a bit faster. For the standard support, their SLA is about 48 hours which is not that fast if you have a serious issue 

Based on the platform capabilities. I see that the Platform is very, very capable of handling a full ERP, and not only a CRM.

Maybe in the near future, SF will launch their own ERP system.

For how long have I used the solution?

We've been using this solution for ten years at this point. It's been a decade. It's been a long time.

What do I think about the stability of the solution?

The stability of the product has been good overall. We don't experience any downtime. There are no bugs or glitches and it doesn't crash or freeze. You do need access to a good internet connection, however. Without a strong internet connection, you may experience some problems. However, that's not the fault of the Salesforce backend in any way. 

What do I think about the scalability of the solution?

The scalability is very good. If you need to expand it, you can do so relatively easily.

How are customer service and support?

Technical support is okay. It's average. Their response times could be faster in terms of getting assistance to us. I'd rate it overall at a four out of five. Mostly we are happy with the level of support.

Which solution did I use previously and why did I switch?

We did previously use another solution before Salesforce.

How was the initial setup?

The initial setup is very straightforward. It's not overly complex or difficult. 

The time it takes to deploy depends on what your plans are for the solution. Without any specific customizations, it's a very quick process. Once you log on, you have access.

What's my experience with pricing, setup cost, and licensing?

The solution is relatively expensive. It also comes with extra costs. For example, extra technical support is a bit more. It can add up.

Which other solutions did I evaluate?

We did evaluate a few other options before ultimately choosing Salesforce. Among these was Microsoft.

What other advice do I have?

We're just Salesforce customers. We don't have a business relationship with them.

I'd rate the solution at a nine out of ten. We're mostly quite satisfied with the product and its capabilities.

I'd recommend the solution to other users and companies. However, you need a strong team to manage it. You need to have suitable admins on hand to properly implement the rules. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Karan-Singh - PeerSpot reviewer
Account Executive at Speak Ai
Real User
Top 5Leaderboard
Along with the great stability and straightforward setup phase in place, the solution helps businesses manage sales-related activities
Pros and Cons
  • "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."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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

How are customer service and support?

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

How would you rate customer service and support?

Positive

How was the initial setup?

The initial setup of Salesforce Platform was straightforward.

The solution is deployed on the cloud.

What was our ROI?

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.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1929615 - PeerSpot reviewer
Sales Development Representative at a university with 5,001-10,000 employees
Real User
The workhorse of CRMs with great report building and excellent integration capabilities
Pros and Cons
  • "I love the report building that is available."
  • "The management of Salesforce could be quite a task. Old and unusable contacts can add up over time. If I could wave a magic wand, it would be to initiate a self-cleaning feature."

What is our primary use case?

We primarily use the solution as a classic contact database like report building and things of that nature.

What is most valuable?

Salesforce is really the workhorse of CRMs at this point. I compare every CRM experience to Salesforce since it's really just the standard at this point. 

I love the report building that is available. 

The integration capabilities are great. Salesforce is great, however, it couldn't be what it is if it didn't integrate with every other cool tool that's out there. I'd say the integrations are probably my favorite part.

It's stable and reliable.

The solution can scale. 

What needs improvement?

I'd like some sort of automated cleaning functionality. The management of Salesforce could be quite a task. Old and unusable contacts can add up over time. If I could wave a magic wand, it would be to initiate a self-cleaning feature. 

For how long have I used the solution?

I started using the solution four or five years ago. 

What do I think about the stability of the solution?

I've never had any issues with stability. There are no bugs or glitches. It doesn't crash or freeze. 

What do I think about the scalability of the solution?

The solution seems perfectly scalable. However, it becomes increasingly more difficult to maintain and stay clean.

I use it at a pretty large organization. 

Which solution did I use previously and why did I switch?

I've also used ZenDesk at one point. However, it doesn't have the same functionality. 

How was the initial setup?

I'm not sure about the initial setup. I've never done an implementation from scratch. 

What other advice do I have?

I'd rate the solution a nine out of ten. I've been pleased with the solution overall. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeterQuigley - PeerSpot reviewer
Director of Sales at a tech vendor with 11-50 employees
Real User
An excellent CRM with great support and the ability to extend
Pros and Cons
  • "The solution scales extremely well."
  • "I don't have any notes for improvement. It serves us well."

What is our primary use case?

We primarily use the solution as a CRM for client tracking, renewals, and opportunities and as a database for prospects and other CRM tasks. 

What is most valuable?

From an organizational level, this solution is great for being able to manage your business efficiently day to day.

It is a stable product.

The solution scales extremely well.

Technical support has always been helpful and responsive.

What needs improvement?

I don't have any notes for improvement. It serves us well. 

For how long have I used the solution?

I've used the solution for probably ten years. 

What do I think about the stability of the solution?

The solution is stable and reliable. There are no bugs or glitches. It doesn't crash or freeze. I'd rate the stability nine out of ten. 

What do I think about the scalability of the solution?

The solution is super scalable. It's easy to expand. 

How are customer service and support?

Salesforce has excellent support. I have no complaints when it comes to their level of service. They do a great job of getting right back to you. 

How would you rate customer service and support?

Positive

How was the initial setup?

I've never had to set up the solution. I really just get my username and password from the company, and then the company manages all of the data inside. 

What's my experience with pricing, setup cost, and licensing?

I'm not sure of the exact pricing. However, they do charge licensing per seat. 

What other advice do I have?

We're customers and end-users.

I'd rate the platform nine out of ten. It's the strongest CRM out there, and they've been around the longest. The support is great.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
MuriloCosta - PeerSpot reviewer
Sales Director at Bornlogic
Real User
Gives a wider view of your customers, enables you to manage opportunities more easily, and provides good technical support
Pros and Cons
  • "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."

What is our primary use case?

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

What is most valuable?

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 needs improvement?

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.

For how long have I used the solution?

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.

What do I think about the stability of the solution?

The Salesforce Platform is a stable solution.

What do I think about the scalability of the solution?

The Salesforce Platform is a scalable solution.

How are customer service and support?

The technical support for the Salesforce Platform is pretty good.

How was the initial setup?

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.

What's my experience with pricing, setup cost, and licensing?

Pricing for the Salesforce Platform is too expensive.

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.
Updated: December 2024
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.