I custom develop this solution for different clients. It is a platform that allows you to get applications quickly to the end user in a secure way. It is a fast and easy solution but it is not cheap.
Chief Technical Lead at Human Code
CRM suitable for medium to large enterprises that allows fast delivery of applications to the end user
Pros and Cons
- "It is a platform that allows you to get applications quickly to the end user in a secure way."
- "The integration of Salesforce with other solutions could be improved."
What is our primary use case?
What needs improvement?
The integration of Salesforce with other solutions could be improved.
For how long have I used the solution?
I have 11 years experience working with Salesforce.
What do I think about the stability of the solution?
This is a very stable solution.
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What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
The customer service team at Salesforce get the job done but they are not fast. The technical support could be improved.
How would you rate customer service and support?
Neutral
What's my experience with pricing, setup cost, and licensing?
The cost of this solution depends on negotiations. It is somewhere between expensive and reasonable. There is always additional costs for consulting services. It's the kind of solution that requires consulting, but it is not a licensing cost. It is a consulting cost. It is CAPEX versus OPEX.
What other advice do I have?
I would recommend this solution for medium to large enterprises.
I would rate this solution a nine out of ten.
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: Implementer
Head Of IT and Corporate Processes at a pharma/biotech company with 51-200 employees
Fully integrated, providing a seamless experience and increased efficiency in our company
Pros and Cons
- "A fully integrated solution that provides a seamless experience."
- "An expensive solution requiring a lot of configuration."
What is our primary use case?
We use the product for management processes such as grading sales orders, including all the KPI for the sales team to close negotiations. I'm head of IT and corporate process and we are customers of Salesforce.
How has it helped my organization?
Now that mail and other communications have been automated by Salesforce, we have seen a 60% increase in efficiency levels. In addition, we improved 30% of the analysis of the KPIs in the sales team.
What is most valuable?
The value of this product to us is the seamless experience and having a fully integrated solution with all the market solutions. Salesforce also have a lot of partners with product teams for major project support. There are continuous improvements to the platform. Each day we find new functionalities or reports and it's very good for the team.
What needs improvement?
The solution is very expensive compared to CRM solutions. It requires a lot of configuration that could make it difficult for some people. We are lucky to have a partner helping us. In addition, the license together with the cost of implementation, makes it very expensive. In some cases it's good to be modular, but in this case each time you want to integrate something, there's an additional cost. If you want to integrate with Office 365 you have to pay; if you want a seamless process with the marketing team or the accounting team, you have to pay. Right now our process is good and we can do anything we need but we may need something more in the future.
For how long have I used the solution?
I've been using this solution for six months.
What do I think about the stability of the solution?
We haven't had any issues with stability.
What do I think about the scalability of the solution?
Scalability is great, we can do anything we want. Again, you have to pay for it but scalability is good. If you want to add processes, functions, area, additional information, it's very good.
For now, we have the sales manager and the principal sales team using the solution. Marketing and other users don't have access yet.
How are customer service and technical support?
Customer service responds very quickly, within a few minutes. They will respond with a solution within about three hours.
How was the initial setup?
The initial setup was okay because we paid for the configuration using an external partner and we didn't have the internal resources for that. We defined the process and all the designs with the partner in the first week. It then took another month to define the environments and some functionalities. The process took a total of five weeks. We currently have one IT leader who spends about 20% of their time on it and then an admin who spends about 10% of the day making changes and administering. We are going to increase usage in the coming year in the sales team and maybe increase some functionality.
What's my experience with pricing, setup cost, and licensing?
My advice is to consider in detail what you are acquiring because you might not get everything you need in the initial quote provided by Salesforce. It's tricky and the price will be high.
Which other solutions did I evaluate?
We don't plan to replace Salesforce but we're looking at other ERP solutions to integrate with Salesforce.
What other advice do I have?
It's important to understand what you need for the short, middle and long term. Salesforce is a huge platform and might provide a level of functionality that you don't need. I would highly recommend implementation with a partner. It simplifies the process and if a company doesn't have the resources or people to administer the platform, it can effect the outcome. It's good to have a Salesforce administrator to assist when you need help.
I rate this solution a nine out of 10.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Senior System Engineer at a tech services company with 51-200 employees
Works very well and is useful for keeping track of appointments and sales opportunities
Pros and Cons
- "It works beautifully. I haven't had any errors."
- "When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do."
What is our primary use case?
I use it for keeping track of my appointments in their calendar, and I use it to view opportunities for sales that my sales force puts in there for us. I am using its latest version.
What is most valuable?
I have used only two features. I use the calendar to keep track of my appointments, and I also use it to view the opportunities. You can put your clients' names in there along with their contacts and the opportunity for sales with them.
It works beautifully. I haven't had any errors.
What needs improvement?
When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do.
For how long have I used the solution?
I have been using this solution for three years.
What do I think about the stability of the solution?
I didn't have any issues. Everything has been good.
What do I think about the scalability of the solution?
I haven't tried to scale it. We have about a hundred users.
How are customer service and support?
I have not used their tech support.
Which solution did I use previously and why did I switch?
We did use something, but I don't remember what it was.
How was the initial setup?
I didn't install it or configure it. Our company did that. I just used it.
What's my experience with pricing, setup cost, and licensing?
I didn't buy it. I just use it.
What other advice do I have?
I would advise making sure that you have a plan for how you're going to configure it so that you do things right the first time. We've changed the way we use it several times. We have improved our workflow in there over time. This was just because of the way we were first using it or the way we had configured it. There is nothing wrong with the product.
I would rate it an eight out of 10. As soon as I get used to the changed look and feel, it'll probably go back up to 10.
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.
Commercial Manager at a computer software company with 1,001-5,000 employees
Easy to use with strong reporting features
Pros and Cons
- "Salesforce's strongest feature is reporting especially. It's also a lot more usable than other platforms I've worked with. It has a great user experience, with the ability to filter and access information in real-time."
- "Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail."
What is our primary use case?
We're using Salesforce to manage sales opportunities and relationships with our final customers. Salesforce can also be used to create a plan of activities for each deal. Salesforce can conduct some sales, budget, and revenue forecasts, and we use that information to predict our budget for the next periods.
What is most valuable?
Salesforce's strongest feature is reporting especially. It's also a lot more usable than other platforms I've worked with. It has a great user experience, with the ability to filter and access information in real-time.
What needs improvement?
Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail.
For how long have I used the solution?
We've been using Salesforce for three or four years now.
What do I think about the stability of the solution?
Salesforce is pretty stable.
What do I think about the scalability of the solution?
Salesforce is pretty scalable. We don't have many users in Brazil, but we haven't seen any problem with performance so far.
How are customer service and support?
Technical support isn't something that you really need for day-to-day activities. We usually don't need that.
How was the initial setup?
I have an internal team that works with Salesforce to set it up for our customers. And they have set up the solution for us as well. So I don't know how hard it was to set up. For us end-users, it was pretty easy, but I don't know for them.
What other advice do I have?
I rate Salesforce nine out of 10.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Managing Partner at a consultancy with 51-200 employees
A stable and scalable enterprise platform-as-a-service solution with useful reports and dashboards
Pros and Cons
- "I like the reports and the dashboards. Since I'm a managing partner, I use the reports and dashboards to understand my team's contact management, opportunity management, and account management activities. We use Pardot for marketing campaigns."
- "Reporting could be better. Reporting is Excel-based, and it has sucked since the inception of the company. That's why I was excited about the fact of them bringing MuleSoft into the fold and Tableau."
What is our primary use case?
We use Salesforce Platform for marketing, opportunity tracking, and account management within the sales element.
How has it helped my organization?
Coming into the early 21st century, actually automating a number of processes and work activities were done with legacy tools like Excel, Word, and so on. It's really just bringing everything into a modern integrated platform.
What is most valuable?
I like the reports and the dashboards. Since I'm a managing partner, I use the reports and dashboards to understand my team's contact management, opportunity management, and account management activities. We use Pardot for marketing campaigns.
What needs improvement?
Reporting could be better. Reporting is Excel-based, and it has sucked since the inception of the company. That's why I was excited about the fact of them bringing MuleSoft into the fold and Tableau.
For how long have I used the solution?
I have been using Salesforce Platform since the late 90s.
What do I think about the stability of the solution?
The Salesforce Platform is very stable.
What do I think about the scalability of the solution?
The Salesforce Platform is scalable. In consulting work, about four years ago, I did some work for GE. GE then consolidated 80 different Salesforce instances into either two or three instances. That's a company of 300,000 people globally at that point. Today, my business has a hundred partners, of which probably 60 or 70 partners use Salesforce.
How are customer service and support?
My admin has used Salesforce technical support, and to my knowledge, everything has been very positive and very successful.
How was the initial setup?
Over the years, we've created our own custom objects in fields. We try to keep the applications as standard or vanilla as possible, but we've tailored them to our business model and processes. The product is used moderately, and we have one Salesforce administrator to manage it.
What other advice do I have?
I've been against Salesforce for many years, and even today, with Lightning, they haven't migrated everything that the platform did within Classic to Lightning. It's just continuing to improve the user interface and the integration capabilities with other non-Salesforce applications.
On a scale from one to ten, I would give Salesforce Platform an eight.
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.
Practice Director at a computer software company with 201-500 employees
Good UI, great dashboards, and very easy to use
Pros and Cons
- "The entire solution is very customizable and you are able to add many functionalities."
- "There needs to be more documentation."
What is our primary use case?
I primarily just log into the platform and approve some of the entries which are there. I know there is a marketing aspect as well, however, I don't use it that much.
What is most valuable?
The reporting of the solution is excellent.
The dashboards are excellent. They are very clear and easy to understand.
The entire solution is very customizable and you are able to add many functionalities.
There are very good analytics capabilities.
The solution is easy to use. All of the UI is great. You can navigate it with ease.
The workflow process is fine. We haven't had any issues surrounding that aspect.
What needs improvement?
The solution should keep adding features. They've continued to develop a lot of functionality over time with their additive approach to developing the product.
There needs to be more documentation. They need to make it easier to find what you need in order to get help and solve problems.
Technical support could be more responsive.
The solution could increase the number of plug-ins on offer. They should have ready-to-go modules that can just be added at any time to increase the capabilities in a number of directions.
For how long have I used the solution?
I've been using the solution for one and a half years at this point. It hasn't been that long.
What do I think about the stability of the solution?
The product is very stable. The performance is good. There are no bugs or glitches. It doesn't crash or freeze. It's reliable.
What do I think about the scalability of the solution?
You can add small functionalities, so it's scalable. If a company needs to expand it, it can do so. You can customize it to add to it in many ways.
We have about 200 people who use it in our organization.
How are customer service and technical support?
The technical support has been good. That said, likely the lead time to resolve issues can be a bit quicker. Definitely, they do a good job in correcting some of the problems that we face, however, the time it takes to resolve the problem can be quicker. They're okay overall.
How was the initial setup?
I did not handle the implementation process. For us, the solution comes pre-installed. The IT team installs it on our computers you can probably go to a site and then log in on the cloud. I do not have much knowledge about the setup and deployment.
What other advice do I have?
We are customers and end-users of the product.
It's my understanding that we are using the latest version of the solution. I don't know the exact version number.
I'd recommend the solution. It's worked well for us overall.
I would rate the solution eight out of ten.
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.
Coordinator of Billing Process at a insurance company with 201-500 employees
Stable with good queue management and good scalability
Pros and Cons
- "The queue management of the solution is its most valuable aspect."
- "The initial setup is rather complex."
What is our primary use case?
As a project manager, I deal with many use cases, however, for privacy reasons, I can't really discuss them in detail.
What is most valuable?
The queue management of the solution is its most valuable aspect.
The solution is quite stable.
The product offers good scalability.
What needs improvement?
We need to do a lot of configurations on the solution in order for it to be set up as we need it. It would be ideal if it didn't require so much effort to tweak everything.
The initial setup is rather complex.
For how long have I used the solution?
We've only very recently started using the solution. It's only been about two months or so at this point. It's quite new to us.
What do I think about the stability of the solution?
The solution is stable. It's reliable. We haven't had issues with bugs or glitches. It doesn't crash or freeze.
What do I think about the scalability of the solution?
The solution is highly scalable. A company can easily scale if they need to. It effectively expands to meet your needs. We'll likely expand the usage a bit more in the future. Right now, it's still pretty new to us.
We have about 100 users on the solution currently.
How are customer service and technical support?
I haven't used technical support just yet. I wouldn't be able to speak to their level of service at all.
Which solution did I use previously and why did I switch?
We did use a different solution. It was quite dated, which was why we needed to switch. We also needed something that would work for a global project.
How was the initial setup?
We found the implementation to be pretty complex. It's not straightforward.
We had to transition from an old CMR in the backend systems we use which made the integration really, really difficult for us.
It's my understanding that the deployment took about two months, however, I wasn't completely involved in the process from beginning to end.
I'm not sure how much maintenance is required or how many staff would be needed for that task.
What about the implementation team?
We ended up using a consultant for the integration, however, we handled the deployment by ourselves. We had a good experience with the consultant. They were very good.
What's my experience with pricing, setup cost, and licensing?
I'm unsure as to what the actual licensing costs are. It's not an aspect of the solution I handle.
Which other solutions did I evaluate?
I wasn't the project manager at the time the solution was chosen, and therefore I don't know if there were other options that were considered before ultimately choosing this product.
What other advice do I have?
I'm not sure of which version of the solution we're using. We're using both Google and Amazon clouds, however, I'm not sure where this version actually sits and if it's on one of those.
I'm just a user. I'm not an integrator or reseller.
I'd advise those considering the solution to ensure that the integrations are strong. We probably would have had an easier time if our older solution integrated better into this one.
Overall, I would rate the solution at an eight out of ten. I'd rate it higher, however, we did have some challenges at the outset with the setup.
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.
Vice President of Sales at Pepperdata
Overall good functionality, scalable, and reliable
Pros and Cons
- "What functions we don't get out of Salesforce, we typically receive from third-party applications that extend the capabilities. We integrate a lot of different products with Salesforce."
- "Salesforce Platform has a cumbersome interface when creating reports, dashboards, and those types of things. They could be a little bit more simple. The administration has to be an aficionado to do any sort of administration and maintenance, for example, setting up the way you want to modify the lead tracks or functions. These systems tend to be quite cumbersome."
What is our primary use case?
In my role at the company, I use Salesforce Platform for many purposes, such as opportunity tracking, lead management, lead tracking contacts, and forecast productivity measurement.
What is most valuable?
Salesforce Platform overall helps me to track my business better.
What functions we don't get out of Salesforce, we typically receive from third-party applications that extend the capabilities. We integrate a lot of different products with Salesforce.
What needs improvement?
Salesforce Platform has a cumbersome interface when creating reports, dashboards, and those types of things. They could be a little bit more simple. The administration has to be an aficionado to do any sort of administration and maintenance, for example, setting up the way you want to modify the lead tracks or functions. These systems tend to be quite cumbersome.
For how long have I used the solution?
I have been using Salesforce Platform for approximately 20 years.
What do I think about the stability of the solution?
We have had the typical amount of bugs or glitches while using Salesforce Platform, however, none that were significant. There are always bugs and glitches in software, but not anything enormous. I think it's become much more stable over time.
What do I think about the scalability of the solution?
The scalability of the Salesforce Platform is good. We had a small implementation, we don't really have too much data or too many people. It has been scalable for what we have used it for.
We have 20 people in my organization that use this solution.
How are customer service and support?
We hire someone to maintain the solution for us and we use them for technical support. However, they might call Salesforce or tech support but I have not contacted technical support.
How was the initial setup?
The setup of the Salesforce Platform is complex. You have to be very well-educated; no one can set the Salesforce Platform up on their own. They have to be a trained Salesforce developer in order to set it up and in order to maintain it. It's not something you can do overnight; there is a lot of work involved.
What's my experience with pricing, setup cost, and licensing?
For the number of people that are using Salesforce Platform in my organization, I feel the price is reasonable.
What other advice do I have?
Salesforce Platform is a good solution that does its job. However, I don't know that every company needs it. A company our size could probably manage with a less capable CRM with less overhead, but it does more than what we need it to do.
I rate Salesforce Platform an eight out of ten.
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.
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