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.
Head of Industrial Agency at CUSHMAN WAKEFIELD
An efficient platform that offers a variety of useful features for businesses to facilitate their requirements
Pros and Cons
- "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."
What is our primary use case?
What is most valuable?
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.
What needs improvement?
I think the interface should be enhanced and more user-friendly. Right now, it requires a lot of steps to operate it.
For how long have I used the solution?
We have been using it for the last eight months.
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What do I think about the stability of the solution?
The stability is good. We did not have any problem with it.
What do I think about the scalability of the solution?
It offers good scalability features and the possibility to use its services across different departments within the company.
How are customer service and support?
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.
How was the initial setup?
The initial setup was easily done by our IT department.
What about the implementation team?
The deployment process was done in less than three weeks by a couple of our technician experts.
What's my experience with pricing, setup cost, and licensing?
It is a fair price for what it's offering, in comparison with other solutions that are available on the market.
What other advice do I have?
I would rate it nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Manager Software Development at a comms service provider with 5,001-10,000 employees
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.
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November 2024
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Senior Solutions Architect at a financial services firm with 10,001+ employees
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.
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.
Sales Development Representative at a university with 5,001-10,000 employees
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.
Senior Technical Consultant at a tech services company with 201-500 employees
Intuitive, quite easy to learn, and stores all kinds of relevant sales information
Pros and Cons
- "It's an easy platform for salespeople to quickly and efficiently be able to track an opportunity."
- "Simplification is something it needs. Every time you get the engineers involved, they make things a little too complicated. It might be more beneficial to simplify everything for quick and easy reference."
What is our primary use case?
CRM tool
How has it helped my organization?
I find that the SalesForce solution can be used to capture everything you're doing during the course of the workday. I'm not a senior executive. I'm the guy in the trenches. I find management is trying to develop a portal to log all the information possible, so that, if I ever left, that they would be able to recreate my funnel and have all the contact information and the customer information and try to better understand the dynamics of the decision making within any of the corporations that I've identified as potential customers.
What is most valuable?
What I really like about Salesforce is that it's very intuitive. It's an easy platform for salespeople to quickly and efficiently be able to track an opportunity and develop custom reports for management.
At times, companies that have embraced the Salesforce engineering model, have been able to gather resources necessary to facilitate quotes. It'll be able to store all my information, as far as notes from calls, meetings, and tracking the progress of a particular project.
What needs improvement?
There's always room for improvement. Simplification is something it needs for sales. Every time you get the engineers involved, they make things a little too complicated. It might be more beneficial to simplify everything for quick and easy reference.
The solution should offer a Salesforce version for individuals. You have a number of people that have independent agencies and other independent workers that are out there that want to be able to track what they're doing and be able to put that into some sort of a schedule that coordinates with their calendar and everything else. When I look at Salesforce and I open Salesforce, it's unique to me as an individual. I've used Salesforce with many different companies. Sometimes you can see the visibility of other accounts, and things of that nature. These platforms can be problematic as you have people that are always looking at your stuff and then trying to work their way around you.
With Salesforce, I do feel that I'm doing a lot of repetitive tasks. We're constantly, re-putting in the same thing over and over and over. And that's something that Salesforce should figure out. They need to remove redundancies, as salespeople want to move on to the next deal. Salespeople want to talk and track the initial and primary points of contact. They want to put in a quick note and move on to the next opportunity.
For a salesperson, sometimes, you should be able to categorize your opportunities in the vertical markets that can be beneficial as well. I know it makes it a little more complex, however, that way you could see everything at a glance. You could look up which vertical, for example, you are more successful in. You should be able to split those out and dissect everything a bit better.
That way, when you're running your campaigns, you could actually have some consistency. For example, as a salesperson, you could say "today I'm going to call logistics companies" or "today I'm going to call finance companies".
For how long have I used the solution?
I've been in technical sales for about 30 years now and have used Salesforce for almost 20 years now.
What do I think about the scalability of the solution?
The company I work for right now has 400 people.
Which solution did I use previously and why did I switch?
I actually worked with GoldMine CRM, one of the first CRM tools that were out there. They worked on my internet services and voice services for many years before selling GoldMine to Vendata.
What I liked about their tool, which is something that Salesforce doesn't do, is they actually had a version for individuals as opposed to companies. That way, I would be able to track everything I was doing, too, and coordinate, and be able to save that information without setting up all the alarms that come with downloading something.
What's my experience with pricing, setup cost, and licensing?
I haven't had to buy Salesforce, however, I have heard it's $1500 a user.
Which other solutions did I evaluate?
I've used Goldmine Software, SEIBEL, Oracle, and Symantec Compass.
What other advice do I have?
The company I work for has a partnership with Salesforce.
The product version is the latest and up-to-date. It's all handled through the company I work for.
I'd rate the solution at a nine out of ten. Nothing is perfect, however, Salesforce is a good CRM tool.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Data Manager at a performing arts with 11-50 employees
Efficient data storage and satisfactory support with room for better connectivity integration
Pros and Cons
- "The most valuable aspect is that all data is stored in one place, making it easy to find what is needed and to report on it."
- "There is a considerable effort required to load the data, involving processes like XML connections."
What is our primary use case?
We are using Salesforce Platform to store our data and for communication with our international partners. At the moment, we just have a data warehouse, which is Salesforce. So everything we have at the moment is stored within Salesforce. We are trying to create a data warehouse.
How has it helped my organization?
Salesforce has brought about improvements by storing all the data in one place, making it easy to find what is needed and to report on what is necessary. It provides seamless communication with international partners.
What is most valuable?
The most valuable aspect is that all data is stored in one place, making it easy to find what is needed and to report on it. The team uses it for reporting and for connecting to various parts of the organization.
What needs improvement?
As for improvements, connections could be enhanced. There is a considerable effort required to load the data, involving processes like XML connections. This area could see better integration to avoid headaches.
For how long have I used the solution?
I have been with the company for nine months, and they had been using Salesforce for about two years prior to my joining.
What do I think about the stability of the solution?
Salesforce has been quite stable for our use.
What do I think about the scalability of the solution?
I find Salesforce to be scalable.
How are customer service and support?
Customer service is satisfactory. We have communicated with the team a few times, and they are quick to respond and able to satisfy our queries. If I were to rate them, I would give them an eight. We had to call up in the first place, but they are responsive and assess our needs quickly.
How would you rate customer service and support?
Positive
What other advice do I have?
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.
Last updated: Oct 29, 2024
Flag as inappropriateSalesforce Developer at Shrum Tech
Efficient app building using frameworks and pre-built components with rapid development
Pros and Cons
- "Salesforce Platform is effective as it provides frameworks and pre-built components."
What is our primary use case?
We build many client applications on top of the CRM and the client portals and community experiences. Generally, we create custom solutions on Salesforce Platform.
How has it helped my organization?
Salesforce Platform has allowed us to build applications without starting from scratch. We utilize templates and pre-built features, customizing them as necessary. This approach saves time and reduces the complexity of gathering requirements.
What is most valuable?
Salesforce Platform is effective as it provides frameworks and pre-built components. We can choose existing templates and customize them with code or declarative features, making it easier to get started quickly without requiring extensive planning.
The automation capabilities, especially low-code features, are good for rapid development, maintenance, and deployment.
For how long have I used the solution?
I have been using the Salesforce Platform for about a year since I joined as a junior developer. It’s a very robust platform suitable for many implementations.
What do I think about the stability of the solution?
The stability of Salesforce Platform is very good. It is a well-maintained software, and updates are released quickly to address any issues.
How are customer service and support?
We have contacted their support team many times due to specific issues. Their response time is great, and their support is punctual and functional. They provide excellent service and support.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I started using the Salesforce Platform when I joined last year.
What other advice do I have?
Being a Salesforce developer, I would definitely recommend Salesforce Platform. It is very effective if you do not want to start from scratch and useful for those strong in marketing.
I'd rate the solution eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Oct 2, 2024
Flag as inappropriateSenior Project Manager at freelancer
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
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