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.
Associate Vice President at a consumer goods company with 201-500 employees
Empowers our sales team with a common platform, but lacks a few niche integrations
Pros and Cons
- "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."
- "With Salesforce Platform, we are able to focus on business outcomes and we need not worry about infrastructure at all."
- "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."
- "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."
What is our primary use case?
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
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March 2026
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For how long have I used the solution?
We've been using Salesforce Platform for almost four years.
What do I think about the stability of the solution?
It's a very stable solution. We haven't had many issues with stability.
What do I think about the scalability of the solution?
With our environment of around 1500 users, there have hardly been any performance or scalability issues.
How are customer service and support?
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.
How was the initial setup?
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.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Cyber Product Manager at a computer software company with 51-200 employees
Has user-friendly interface and provides comprehensive CRM capabilities
Pros and Cons
- "The technical support services are good."
- "The product's pricing model could be improved, as some features are only available in paid modules, which can be costly."
What is our primary use case?
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.
What is most valuable?
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.
What needs improvement?
The product's pricing model could be improved, as some features are only available in paid modules, which can be costly.
For how long have I used the solution?
I have been using Salesforce Platform primarily as an end user for several years.
What do I think about the stability of the solution?
The platform is stable.
What do I think about the scalability of the solution?
The platform is scalable, as it effectively supports the commercial team in our medium-sized organization.
How are customer service and support?
The technical support services are good.
How was the initial setup?
The product generally requires specialized knowledge for configuration.
What's my experience with pricing, setup cost, and licensing?
The product's additional features can be expensive.
What other advice do I have?
I rate Salesforce Platform an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Salesforce Platform
March 2026
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885,311 professionals have used our research since 2012.
Lightweight, easy to use, and flexible as it's on the cloud
Pros and Cons
- "I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light."
- "I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution."
What is our primary use case?
I use the Salesforce Platform for customer relationship management. I use the solution for tracking and managing the customer lifecycle and the sales cycle.
What is most valuable?
I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light.
What needs improvement?
The Salesforce team is building some intelligence into the Salesforce Platform, but it needs more automation. In particular, I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution.
What I want to add to the Salesforce Platform is the ability to organize and present information on the dashboards more intelligently, as that would be of great help.
For how long have I used the solution?
I've been using the Salesforce Platform for about one year now.
How are customer service and support?
I've never contacted the Salesforce Platform technical support team because my company has a separate operations team in charge of getting support.
How was the initial setup?
The initial setup for the Salesforce Platform was easy, so it's a nine out of ten in this area.
I have no idea how long the deployment took because I wasn't involved in the platform's deployment.
What other advice do I have?
I'm part of a product company in the synthetic data space rather than traditional TDM solutions. I head the global analysis team in my company.
For CRM, my company uses the Salesforce Platform. It also uses Amazon Web Services. I'm also a user of the Salesforce Platform.
The Salesforce Platform is on the cloud, so I always use the latest version.
At least thirty-five people use the Salesforce Platform in my company.
The Salesforce Platform is a solution I would recommend to others.
My rating for the platform is nine out of ten based on its usability. The most important driving factor to me is its ease of use. The Salesforce Platform also has excellent features and functionalities. It's also important to me that the Salesforce Platform is a lightweight solution and very flexible to use on the cloud.
My company is a Salesforce customer.
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?
Amazon Web Services (AWS)
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Associate Lead Account Manager Full-time at a tech vendor with 501-1,000 employees
CRM used to surface trends and inform decisions on events and marketing campaigns.
Pros and Cons
- "We also use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns."
- "We use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns."
- "The reporting for Salesforce could be approved. It is a manual process and it would be useful to have a guide or videos on how to generate reports or any other cool things that you could do with the platform."
- "The reporting for Salesforce could be approved. It is a manual process and it would be useful to have a guide or videos on how to generate reports or any other cool things that you could do with the platform."
What is our primary use case?
We use this solution to maintain the information of our existing customers. We generate reports and analyze how customers have been interacting with the company. We also use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns.
What is most valuable?
This solution is accurate.
What needs improvement?
The solution is not completely user-friendly, but it is user-friendly enough to support our day to day work. The Lighting version could be more smooth. We keep opting for the Classic version because it seems that it is least likely to get stuck. The Lighting version needs to be faster and easier to be able to get the information that we want.
The reporting for Salesforce could also be approved. It is a manual process and it would be useful to have a guide or videos on how to generate reports or any other cool things that you could do with the platform.
For how long have I used the solution?
I have been using this solution for one and a half years.
What do I think about the stability of the solution?
This is a stable solution. The Lightning version is a tad slow but the Classic version is more user-friendly.
How was the initial setup?
The solution comes ready to use and there was nothing that we needed to do to get started. It was a matter of accessing the application and logging in using our credentials for our day to day work. As a first time user, the training that we were given helped us understand how to navigate the platform.
What other advice do I have?
From an employee point of view, I would recommend Salesforce. It is user-friendly.
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
WWT at a tech services company with 5,001-10,000 employees
CRM solution successfully used for forecasting and tracking sales contacts and opportunities
Pros and Cons
- "It is an easy product to use and does great things for our company. It keeps track of all of our sales activity."
- "It is an easy product to use and does great things for our company."
- "A company needs to carefully consider how they set up Salesforce in order to ensure it benefits them."
- "A company needs to carefully consider how they set up Salesforce in order to ensure it benefits them."
What is our primary use case?
We use Salesforce for all of our customer resource management, forecasting and tracking our contacts and opportunities. We also use it to make internal requests.
What is most valuable?
It is an easy product to use and does great things for our company. It keeps track of all of our sales activity.
What needs improvement?
A company needs to carefully consider how they set up Salesforce in order to ensure it benefits them.
For how long have I used the solution?
I have been using Salesforce for 16 years.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution due to the fact that it is cloud based. We have 3000 users on Salesforce.
What other advice do I have?
I would rate this solution a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Territory Account Manager at a tech vendor with 51-200 employees
Keeps track of your customers' activity however it needs to be re-platformed
Pros and Cons
- "The solution is used to track our customers."
- "We use Salesforce to keep track of our customers' activity."
- "Salesforce needs to be re-platformed, or re-architected, making it lighter."
- "Personally, I do not see that much value in Salesforce."
What is our primary use case?
We use Salesforce to keep track of our customers' activity.
What is most valuable?
The solution is used to track our customers.
What needs improvement?
Salesforce needs to be re-platformed, or re-architected, making it lighter. It also needs an easier code to work with.
Initial setup should be easier and faster.
Personally, I do not see that much value in Salesforce.
For how long have I used the solution?
I have been using Salesforce for 10 years.
What do I think about the stability of the solution?
Salesforce is stable.
What do I think about the scalability of the solution?
This is a scalable solution.
How was the initial setup?
The initial setup could be done faster if it was easier.
What other advice do I have?
I would rate this solution a five out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Principle Product Manager at a tech vendor with 5,001-10,000 employees
Useful data management, plenty of report filters, but UI could improve
Pros and Cons
- "The most valuable features of the Salesforce Platform are the ability to manage customers' data, many report filtering options, and consolidation."
- "The Salesforce Platform has not gone down in the time we have used it, it is very stable."
- "Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users."
- "Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users."
What is our primary use case?
We are using the Salesforce Platform mainly for forecasting and budgeting. We use it for everything related to the customer's data.
What is most valuable?
The most valuable features of the Salesforce Platform are the ability to manage customers' data, many report filtering options, and consolidation.
What needs improvement?
Salesforce Platform could improve the UI and the responsiveness of their servers. The UI needs to be made user-friendly for all users.
For how long have I used the solution?
I have been using the Salesforce Platform for approximately four years.
What do I think about the stability of the solution?
Salesforce Platform is highly stable.
What do I think about the scalability of the solution?
The scalability of the Salesforce Platform is good. It can scale up and down to our needs.
We have approximately 1,000 people using this solution in my organization and it is being used daily. Many people in different roles are using the solution, such as sales managers, sales representatives, and system engineers.
How are customer service and support?
I have not used the support from Salesforce Platform.
Which solution did I use previously and why did I switch?
I have not used another solution other than Salesforce Platform in this category.
What about the implementation team?
When there is a need to update the solution I do it and it is simple. We have a team that did the implementation of the Salesforce Platform.
What other advice do I have?
The Salesforce Platform has not gone down in the time we have used it, it is very stable. I would recommend this solution to others.
I rate Salesforce Platform a seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Channel Sales Director at Quest Software
Scalable CRM used to track customer activities, opportunities and contact information
Pros and Cons
- "We use this solution to track customer activities, opportunities and contact information."
- "We use this solution to track customer activities, opportunities and contact information."
- "The interface could be more user-friendly and offer more customization."
- "The interface could be more user-friendly and offer more customization."
What is our primary use case?
We use this solution to track customer activities, opportunities and contact information.
What needs improvement?
The interface could be more user-friendly and offer more customization.
For how long have I used the solution?
I have used this solution for two years but the company I work for has been using it for many more years.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
The technical support for this solution is very good.
What other advice do I have?
I would rate this solution a nine out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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