Salesforce Platform Reviews

We are using Salesforce Platform to manage our leads, proposals, and POs.

Salesforce helps manage our leads and the conversion of leads, perform analytics, generate sales reports, track what is converted, what is in the proposal phase, etc. It is also being used to manage discussions with clients by connecting with emails.

The most valuable features of Salesforce Platform are its analytics capabilities. The automation and connection with emails allow us to track discussions with clients. Its dashboards are also very useful and provide detailed insights.

One area that could use improvement is the approval mechanism in the authenticator, which is unstable. It often stops working after two or three times and requires the use of codes.

We have been using Salesforce Platform for five years now.

Salesforce Platform is stable. Apart from the issue with the authenticator, everything else works fine.

We are using it for a couple of users, so I cannot comment on the scalability aspect.

We were using Odoo as an ERP before switching to Salesforce Platform. Odoo has a CRM module, but it is not as professional as Salesforce. Odoo requires more customization and coding.

The initial setup involves some customization and working on parameters. It normally takes one week to ten days to configure.

We are integrating Salesforce with Jira, and we have experts to handle this, so there were no issues on our end.

We evaluated Odoo. However, it is not as professional as the Salesforce Platform.

I'd rate the solution nine out of ten.

From lead management to reporting, everything happens in Salesforce.

It's used for lead management. We work on various accounts. Each of these accounts has various deals. Typically we concentrate on the upside deals. Converting these is a big task for us. That's where we leverage all these cloud platforms. Typically, it's for keeping track of the customer contacts, making an email campaign, or converting these leads.

Nowadays, we have the CPQ, right, the configured price and quoting feature, which actually gives us a lot of leverage when we want to submit a quote to the customer directly. It helps us a lot when the customers actually are on the CRM, so that's a platform-to-platform integration. It makes it a little easier for sales to actually have that conversation with the customer.

The best part is the cloud. Most of the updates do not take time with the cloud. We get a version of it on the fly.

Checking out or extracting a report is just a click away.

I really like the GUI.

The initial setup is easy.

It's user-friendly.

The solution is stable.

The scalability is great.

Salesforce as a platform gives a lot of freedom to have a customized view. Once we have more templates in place, that will be good. 

Instead of creating our own template, if we had some nice templates that we could pick up - if there were some Microsoft Word templates or Microsoft Excel templates in a repository in Salesforce, that would be great.

I've used the solution for almost eight-plus years.

It is absolutely stable for us. We have never faced a problem. Drawing out reports or having that dashboard visibility or creating your custom dashboard views is simple for us. We have not faced any problems there.

The solution is absolutely scalable. 

I take care of a POC which has almost 20,000-plus service sellers. It can handle definitely more than 50,000-odd people even in a POC.

We don't have any big plans to increase usage. 

I've never contacted technical support. I cannot speak to how helpful or responsive they are. 

The solution is straightforward. It's easy and not overly difficult. 

Deployment is something that is taken care of by the backend team. However, we have never faced such an issue migrating from a different CRM platform, a home-grown CRM platform to Salesforce.

The backend team handles licensing. I can't speak to the exact costs. 

Many teams can use this solution, including marketing, sales, CRM, business development, and HR. Typically I would recommend users to start using it right from the prospect stage, talking about sales language. That said, you can pick it up at any time. The prospect stage is a great place to start leveraging Salesforce, however. It gives an immense capability to have an end-to-end view when you are in sales. 

I'd rate the solution ten out of ten.

We primarily use Salesforce to manage pipeline opportunities. We are customers of Salesforce and I'm a senior enterprise multicloud strategist.

Salesforce enables us to track the percentage of opportunities that progress, the percentage that don't, and the reasons why.

This solution gives us a great platform to import and save customer data from various sources, and then manage them using outreach and various plugins to keep activity up. The dashboards are great, I can see lost or suspended accounts, year to day, total opportunities either as owner or team member, team pipelines, etc. It's very modular, so I don't have to continue to run reports and then track them myself. They have third-party plugins which are basically the same as features that enable you to get whatever functionality you need. It's fast and it works well, it's easy to aggregate information from multiple sources and all in all, I feel like it makes us a lot more productive as opposed to having to go to multiple websites. Here you can pull up an account, see all the tabs for that account without the need to have seven different tabs open on your browser.

The reporting functionality is very granular and you can do a lot with it, but unfortunately, it's not very intuitive. It's hard to get the report to show exactly what you want. It works if you turn it into a tile in the dashboard but working through it and creating the report is a little cumbersome, it's terrible. It's not super user-friendly, it takes time and some fiddling around. Simplified reporting would be great, but perhaps I don't have enough experience. I could spend some time figuring it out but for now, I create a report that I never have to create again. It's in a dashboard, so I don't get the opportunity to create much. With some training, I'd likely be better at creating reports. 

I've been using this solution for six months. 

The solution is stable. 

I've been able to scale very easily. We've doubled the size of our team in the last year and it's really easy to add new users and with a couple of minutes of training they've pretty much got it down. For that kind of internal growth and for everyone to be using it relatively well in such a short period of time, is great.

We have an internal technical resource that's able to assist on the Salesforce side. One of the things we've added recently is a button where you can essentially open a ticket for questions related to the use of Salesforce. In the past, I would reach out to our internal support team to help me build a report. Now, we simply have a request button that gets us to Salesforce.com support. I open the ticket and get a very quick response which is really great. 

From my perspective, they need to incorporate plugins. Salesforce is a great platform. It's like being able to use the apps on an iPhone. It looks good, you can make calls and it's easy to use but it's the ability to add apps which makes it great. In Salesforce terms, the value lies in the modular solutions through the plugins.

In terms of rating, the solution loses points because of the non-intuitive reporting. On the other hand, it provides many benefits. I would therefore rate the solution eight out of 10. 

My primary use case for Salesforce is managing and analyzing data related to sales opportunities and leads. It includes extracting data to analyze service performance. 

The product's most valuable features are a user-friendly interface and comprehensive CRM capabilities. These features help manage sales data and extract meaningful insights from opportunities and leads.

The product's pricing model could be improved, as some features are only available in paid modules, which can be costly. 

I have been using Salesforce Platform primarily as an end user for several years.

The platform is stable.

The platform is scalable, as it effectively supports the commercial team in our medium-sized organization.

The technical support services are good. 

The product generally requires specialized knowledge for configuration.

The product's additional features can be expensive. 

I rate Salesforce Platform an eight out of ten. 

We originally started using Salesforce Platform for our sales guys who go into the market every day. They wanted a common platform that is scalable and easy to work with, especially for the clients. We took to Salesforce because it filled this need, and because it came with multiple apps from different vendors and partners that could be integrated with it.

The sales team do route planning, meeting planning, and then they take a particular vehicle to particular retailers. Then they talk to them and find out their reason for taking or not taking a particular order, so that my marketing team and other teams can take action.

In 2015, we decided we should be on cloud. That is, we should not build our own infrastructure, hardware, network, database, etc., because then you cannot focus on the business outcomes; you're focusing more on the infrastructure. With Salesforce Platform, we are able to focus on business outcomes and we need not worry about infrastructure at all.

We found that the dashboard creation is very simple, so we got all our data in one place and we told users: now it's your job to create whatever analytics you want on the backend. So instead of generically recreating and redefining everything, what we did is we allowed our users access to all the fields that let them select and define their own graphs and analytics and so on. When used like this, it is very simple for users and doesn't require any technical IT skills from their point of view.

We like that the technology is very agile and flexible in the sense that there's a large partner ecosystem within Salesforce Platform. This enables us to choose from many different partners with different advantages, and all of it can be done in a plug-and-play kind of way.

One other aspect that is very important to us is that Salesforce Platform is a global platform and widely available across all of India.

Although the platform is already set up for you, there's a lot of customization that needs to be done, especially for any new component we start using. For whatever solution we wanted, we had to think for ourselves and design it all on our own. And, unfortunately, there were some components that were not really mature in the beginning, like Tableau for example. I would like to see Salesforce better, or more quickly, integrate the applications that they acquire, like Tableau and Slack.

Technologies are changing rapidly nowadays, and customers are requesting all sorts of new integrations. For example, some are asking for WhatsApp integrations, AI and ML integrations, etc. When you're using a single platform such as Salesforce or SAP, your data quality is the one thing that is taken care of, and we would like to continue managing our data across many different integration channels.

We've been using Salesforce Platform for almost four years. 

It's a very stable solution. We haven't had many issues with stability. 

With our environment of around 1500 users, there have hardly been any performance or scalability issues.

I don't think I have ever called technical support for an explanation or anything. At least not for the solution that we use for our sales staff who visit the markets. 

The setup was really straightforward. The one hitch was that when first setting up our customers, to capture their details and enter them into the system, we found that not all of them had reliable internet access. However, I understand that this is not a product challenge, but rather a practical or technical challenge.

The licensing is per user per month, which we took out a contract on a long time back. It's really an okay price for what solutions are available and for how many features and what kind of functionality you get.

The only thing is that, regarding the pricing contract, if you agree on 2000 users, you have to pay for 2000, even if you only have 1500. An agreement for 2000 users was in our contract, so we had to pay a little bit extra because we only have about 1500 users currently.

I can recommend Salesforce Platform to others with no hesitation. For a PaaS, all the infrastructure was in place. But when you begin with a new platform, you have to start from scratch at level zero and then keep on maturing. Thus, my advice to my team and everyone else is: don't complicate from day one. You start, make it simple, keep on using it, make sure it's working correctly and so on, and from there on out things are very easy for users.

I would rate Salesforce Platform a seven out of ten.

We use it as a CRM for our client management. We use it as a rostering and scheduling tool for our main business, which is supporting people with disabilities. We also use it for our payroll system.

We have increased the visibility of our information and reporting with the tool. Also, I think we now have a more streamlined end-to-end process.

I like that everything is on a fairly easy platform, and you can learn the system by yourself. Also, it's very fairly flexible. It's a system that you can use anywhere. So, you can use a mobile phone. You can use it anywhere. So it doesn't tie you to the office.

There are a few functions that I would like to see improved. The solution's rostering and scheduling, and payroll functionality need to improve.

We're working with all our vendors on issues that need to be updated and addressed to meet the changing business needs.

I have been using Salesforce Platform for about two years.

The solution's stability is fine. There are no issues with Salesforce's stability.

The scalability of the solution has been fine. We have a year of data in the tool, and there are no differences in performance from when we started using it. Around 550 users in m company use the solution.

Our third parties handle the technical support, and each one is different. Overall, they're all fairly good at what they do.

We used a number of different solutions before going with Salesforce. We didn't switch because they weren't fit for purpose, and we wanted to get all our critical business systems onto one platform.

The initial setup process was a complex thing to do because four different organizations were working together. We get enhancements and improvements every quarter from our vendors. Also, we enhance the product ourselves. I am responsible for the maintenance of Salesforce platform.

Third parties were involved in the implementation process. We had our in-house project team, but we also worked with a main external provider who organized the other third-party providers since four different organizations were working with us to do the deployment.

Price-wise, the solution is reasonable for what we're getting.

I would tell those planning to use the solution to take more than eight months to implement and ensure they have work in their internal business cases before implementing. I rate the overall product a nine out of ten.

The Salesforce Platform is a massive-sized solution. It's a vast digital platform that you can place all your business processes on and you can make the best use of your data and your customer data all in one place. The large data that you can take out of it to base your decisions on, to know your customers better, to be more efficient, and grab all opportunities that are in place and have clear visibility. 

The Salesforce Platform can help aid you in making the right decisions at the right time. It's easy to use because everything is in one place. It saves the time of the people working, using it in different processes.

The Salesforce Platform's most valuable features are everything in one place, perfect reporting, highly customizable, and easy to receive information you need.

Salesforce is very fast in acquiring new companies that are good in certain business processes or modules which they update their solutions.

The general reports could be made easier in the Salesforce Platform. Generating needs extensive training to know the exact structure of the design. Whenever you search for something you need to know what are the exact fields that you need to view. It's not an easy process to learn.

We're in the implementation phase with the Salesforce Platform. We've launched one of the modules and we're working on the second one we will be working on the sales module later this year.

The stability of the Salesforce Platform it's very good for what we have used it for. However, I didn't use it extensively yet. I need more time to use it or to see how people are using it to be able to judge and say more details.

Salesforce Platform is scalable.

We have approximately 100 users using this solution and we have plans to increase usage.

I have a vendor on board, and whatever issues we might have they are my reference if I need something. I have not contacted Salesforce directly. 

I'm pushing people in my team to get certified to be administrators. They go on the Salesforce training on their website and they are doing their own training online. This is the only direct contact between my team and Salesforce directly.

Salesforce Platform has been easy to set up.

We are having a vendor do the implementation of the Salesforce Platform. It is not taking too much time as other CRMs do. 

If you have the people with the implementation knowledge they can do it internally, but I don't think this is the right approach. It's very costly to find somebody who's capable and I don't think you would need them as a full-time employee. Once you have your processes set up and ready, you might need only one administrator, you don't need developers or architects. You need only an administrator to sustain and maintain what is already there.

I would recommend Salesforce Platform to others.

I rate Salesforce Platform an eight out of ten.

I am an end-user, I was never a power user or an architect, and I never developed any reports.

I use Salesforce for logging meetings, sales information, and metrics. I also use it for updating opportunities and looking at my own sales performance reports.

The company's sales team was at least 5,000 people.

I was hoping that with the integration of Tableau that they would have better end-user analytics to play around with. Coming from a MicroStrategy background, I was kind of disappointed. 

MicroStrategy is actually easier to use than Tableau. It was a function of the license that I was given.

Salesforce is incredibly slow. It was difficult to run live sales calls and leverage Salesforce at the same time. You can't ask a customer to hold for 45 seconds while you are looking for information about the account.

Salesforce also did not integrate well with some of the other systems that we had.

More end-user functionality would be useful. They should have some pre-canned reports that other analysts or salespeople would find valuable. 

I tried Salesforce Einstein, but that never really worked for me. The PowerSeller tool was just as helpful.

We would gather news reports about specific customers and identify if there were any buzzwords attached to it. I was able to create customized daily intelligence reports that would go out directly to my customers. TechnoMile integrated these reports directly into Salesforce allowing every salesperson that had the Archintel module to subscribe to specific reports giving them a compelling reason to reach out to the customer. Salesforce has a news feed function, but it is pretty ugly and very clunky to use. If they leveraged some sort of tool like this one, it would be amazing.

I use Salesforce every day.

I personally did not use the tech support at Salesforce. We had our own IT team.

The slowness of Salesforce could have been due to the fact that it is on the cloud. I had used Salesforce at other companies and it was not as slow.

Salesforce is the best one out there. I know that SugarCRM claims to be better but I haven't had a chance to use it to compare.

I would rate Salesforce a 6 out of 10. It wasn't great and wasn't terrible.