I was using the Salesforce Platform for forecasting, client opportunity creation, tracking, and client input and tracking.
Unemployed
Useful customization, features rich, and scalable
Pros and Cons
- "he solution has improved over the years and the inputting of opportunity information is done a lot better and the GUI is good. The ability to customize dashboards and other elements was useful, we were able to move things around, for example, the forecasts. Most of the cells and input places were set, but we can customize the view and what we were looking at, such as on a daily, or weekly basis."
- "I have found it takes an exceedingly long time to put opportunities or clients in the system. If I have an opportunity that I need to put in the system it could take approximately 10 minutes. This is a lot of time when you have multiple opportunities to put in. There are other tasks to do that are required by supervisors, such as forecasts. What I have done to save time is I did not input as much detail as I could have because I knew it was going to take me an hour to get five leads in."
What is our primary use case?
What is most valuable?
The solution has improved over the years and the inputting of opportunity information is done a lot better and the GUI is good. The ability to customize dashboards and other elements was useful, we were able to move things around, for example, the forecasts. Most of the cells and input places were set, but we can customize the view and what we were looking at, such as on a daily, or weekly basis.
The solution is comprehensive, there is a wide range of features available. There are features that have been available from the beginning I am just learning about them now.
What needs improvement?
I have found it takes an exceedingly long time to put opportunities or clients in the system. If I have an opportunity that I need to put in the system it could take approximately 10 minutes. This is a lot of time when you have multiple opportunities to put in. There are other tasks to do that are required by supervisors, such as forecasts. What I have done to save time is I did not input as much detail as I could have because I knew it was going to take me an hour to get five leads in.
For how long have I used the solution?
I have used Salesforce Platform for approximately four years.
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What do I think about the stability of the solution?
The stability of the solution was good. There were some bugs or glitches but nothing substantial or out of the ordinary that took us down for the day or prevented functionality.
What do I think about the scalability of the solution?
The solution is easy to scale. For example, adding new employees.
We have approximately 1,000 people using Salesforce Platform in my organization. This includes managers, sales teams, and other employees.
How are customer service and support?
In general, we would log calls into our company technical support for issues, and then they would escalate it as needed to the Salesforce team.
Which solution did I use previously and why did I switch?
I have used other solutions similar to Salesforce Platform, such as Microsoft Dynamics. As a standard, the past three or four companies I have worked for have been using the Salesforce Platform.
What about the implementation team?
Our IT did the implementation of the solution.
What's my experience with pricing, setup cost, and licensing?
The price of Salesforce Platform is very expensive. There are other solutions that are similar that cost a quarter of what Salesforce Platform does, such as HubSpot.
Which other solutions did I evaluate?
I have evaluated HubSpot and it does 85% of the functionality of the Salesforce Platform.
What other advice do I have?
I would advise those wanting to implement Salesforce Platform to have a dedicated Salesforce administrator who is used to have all changes go through them. Everything has to go through one person or it can get really complicated to manage.
Salesforce Platform is very good at what it does. However, it is still cumbersome, but then again, all the solutions I have used that are similar are all cumbersome. They all are asking for a lot of information in order to capture good realistic data. I have been doing technical sales amongst other things for 30 years and I do not know how these solutions can be made less cumbersome and still capture accurate information out of it.
I rate Salesforce Platform a seven 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.
Salesforce certified system admin at a cloud solution provider with 51-200 employees
Its Unique verticals and needs allow the users to avoid writing custom codes.
Pros and Cons
- "Most of the apps allow you to try out the product before buying it. The trial period depends on the product and varies from a week to 30 days."
- "I think the search needs to be improved so as to allow for a broader keyword search."
What is most valuable?
The two important standout features are:
- Firstly, most of the apps allow you to try out the product before buying it. The trial period depends on the product and varies from a week to 30 days.
- Secondly, people are encouraged to review the products and this allows the potential purchasers to see feedback from both happy/unhappy customers. I would also like to add that approximately 50% of the apps on the exchange are available for free.
How has it helped my organization?
Salesforce encourages independent app development and what this simply does is, it extends the Salesforce functionality. Unique verticals and unique needs from Salesforce are extremely well-catered for and this allows users to avoid writing some custom codes.
What needs improvement?
I think the search needs to be improved so as to allow for a broader keyword search.
I find that the search facility on the AppExchange does not always allow for keyword searching.If I type in the word Form, it will not necessarily bring up all the apps on the exchange that can be used for form processing.If you know the name of the app you are looking for or its publisher then it works well.
For how long have I used the solution?
I have been using this solution for a little over eight years.
What do I think about the stability of the solution?
There were no issues with the platform itself. However, some individual apps do have a few stability issues.
What do I think about the scalability of the solution?
There were no scalability issues.
How are customer service and technical support?
I have never needed technical support from the App Cloud team, but my experience with the broader Salesforce technical support team has been outstanding.
Which solution did I use previously and why did I switch?
There are no alternates to the App Cloud but some vendors list their products privately.
How was the initial setup?
Most of the apps are pretty straightforward to install. The more complex the app, it usually entails a more complex installation process. This is true when the triggers are involved for the Salesforce sites and sometimes, for the Visualforce pages.
What other advice do I have?
Always try each app before buying it and also, determine the quality of support provided.
The App Cloud is not a single product, but rather a multitude of the Salesforce compatible apps, also known as the AppExchange. It is very similar to the App Store or Google Play.
I find that the search facility on the AppExchange does not always allow for keyword searching.If I type in the word Form, it will not necessarily bring up all the apps on the exchange that can be used for form processing.If you know the name of the app you are looking for or its publisher then it works well.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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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."
- "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: I am a real user, and this review is based on my own experience and opinions.
Senior Developer at jarvis
Offers good integration and has good stability
Pros and Cons
- "Features they are integrating to the other services."
- "They need an easy way of getting details and then adding to it and then being able to do it in a more simplified way"
What is our primary use case?
We use the mobile application, the Lightning application. We use it with consulting and integrating the different products like vCloud or integration with Google. There are some that we do production also. Everything is on mobile now. So we use mobile apps and then we develop those applications. It's a Cloud browser and device support that we are doing the programming. So basically now we are developing that in the Lightning Application, where we can. That is based on the event architecture and by the company's controller, we write those according to that. We develop the programming that will go to the software, we need to have the APEX programming materials for the IBM system, or with Lightning RAWC, who with integration we need to go with other configuration tools. So there are a lot of things that need to be captured in developing the project.
What is most valuable?
They also have features they are integrating to the other services or managing the technical management or you can go with the integration point of view and you can able to, in the build tool, do the configuring of those things in terms of other approvals or like customization. And you can include the time bond overflows for the emails. So all these parts come from the Salesforce only. So Appian does not have it, it comes with that only and now we are able to do it.
What needs improvement?
If you compare it with Appian, there are business rules that you are dealing with. With less code, we are making a higher standard. So maybe, in the future, Salesforce can make it a more integral part of the application. And they are also strategic partners with multiple companies, so maybe that is the reason they are sustainable and they the four versions every year. These things likely depend upon robotics programming and they use the latest technologies for a more stable portal. So we need to be more cautious about the coding and so data file would be more stable. But as a partner, there will be some time-taking process to make it up in the implementation. When you compare with Appian, they have to improve more on configuration and more systematic care, configuring by itself and if they are making other things in the area that they update.
The process should be automatically approved. They should also configure the maps that we initial use. I think the alerts can be used differently, or customize the targeted content mills can also be automated. Those things can also be included in Salesforce. I was looking at this map that needs to be included. Like a world map. An easy way of getting those details and then adding to it and then being able to do it in a more simplified way, visually.
For how long have I used the solution?
I have used Salesforce App Cloud for two years.
What do I think about the stability of the solution?
Stability is more than adequate. It takes a number of developers to handle that currently. Most of the people don't know that a lot of features are developed with rules. Unless you are a developer you won't be able to design it currently. So it's easy to do a mini-platform now with Salesforce. That may be the strategy, but if it is having combined information within one platform, it is stable.
How was the initial setup?
At first, the setup can be difficult. But once we get it deployed and get our tools implemented it is more automated. We have now set up a solution that allows us to easily deploy quickly. So once you understand the coding program, then it was easier for them to deploy. It usually takes about a month to deploy.
What other advice do I have?
I would rate the Salesforce Cloud App at an 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.
CEO Unicloud - OKTA Israel at Unicloud
A great platform that is stable, simple to set up, and has good sales and marketing tools
Pros and Cons
- "The standard sales and marketing tools that Salesforce provides on the platform are the most valuable."
- "It would be better if they can add more from the pricing and functionality perspective. It is very expensive. I would be more than happy if they drop the prices. From the licensing perspective, if they can add more functionality, I would be more than happy."
What is our primary use case?
We are using it as a standard CRM solution for sales and marketing. We are using the lightning version.
What is most valuable?
The standard sales and marketing tools that Salesforce provides on the platform are the most valuable.
What needs improvement?
It would be better if they can add more from the pricing and functionality perspective. It is very expensive. I would be more than happy if they drop the prices. From the licensing perspective, if they can add more functionality, I would be more than happy.
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?
It is stable.
What do I think about the scalability of the solution?
We're basically a small company. We didn't have any requirements for growth. We have around ten people who are using this solution.
How are customer service and technical support?
We have not contacted them.
How was the initial setup?
It is straightforward, but it is an ongoing implementation. It changes depending on our usage and use cases. It also changes depending on the changes in the market, customers, and so on.
What's my experience with pricing, setup cost, and licensing?
It is expensive. Licensing is on an annual basis.
What other advice do I have?
I would recommend this solution. I am using it, and I am happy with it. I don't see any major issues. It is a great platform.
I would rate Salesforce Platform an 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.
Chief Technical Lead at Human Code
A reliable solution that helps us focus on business rather than technology
Pros and Cons
- "The most valuable features are quick customization, solid deployment processes, and excellent reliability."
- "The cost of data storage is an issue once the company grows."
What is our primary use case?
We use this solution for the support of business sales and service processes.
How has it helped my organization?
It has allowed the company to focus on Business and not in Technology.
What is most valuable?
The most valuable features are quick customization, solid deployment processes, and excellent reliability.
What needs improvement?
The cost of data storage is an issue once the company grows. The last time I checked a Gigabyte of structured data (tables) cost 3000 usd per month.
For how long have I used the solution?
Ten years.
What do I think about the stability of the solution?
Very stable.
What do I think about the scalability of the solution?
With decent developers (governor-limits in Salesforce can be quite a challenge for newbies) Salesforce scales easily.
How are customer service and technical support?
All problems solve within a reasonable timeframe. Best support comes from the community which is great.
Which solution did I use previously and why did I switch?
Used Zoho CRM and also tested others. The flexibility and ecosystem for Salesforce is unmatched.
How was the initial setup?
The learning curve for the initial setup can be difficult if you don't have professional help. Once the basics are learned getting things done is mostly a problem of process.
What about the implementation team?
In house
What was our ROI?
Less than a year
What's my experience with pricing, setup cost, and licensing?
Carefully study the user licencing possibilites and make adequate choices based on real needs (must have vs nice-to-have).
Which other solutions did I evaluate?
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Netsuite Specialist at a recreational facilities/services company with 5,001-10,000 employees
Marketing and Sales lead, Forecasting, Campaign management.
Pros and Cons
- "Marketing and Sales Lead, Forecasting, Campaign management."
- "Areas of improvement can be around Engagement of Customers feature and approvals of transactional records."
What is most valuable?
Marketing and Sales Lead, Forecasting, Campaign management.
How has it helped my organization?
We have different sets of businesses: B2B and B2C. So depending on business users and requirement, we were dealing with their requirements of creating leads, managing forecasting and all. So Salesforce has helped us customising the system as per business user needs.
What needs improvement?
Areas of improvement can be around Engagement of Customers feature and approvals of transactional records.
For how long have I used the solution?
Two years
What was my experience with deployment of the solution?
There was no Issues in deployment because we haven't customised Salesforce much for our users. Instead, we focused on using standard Salesforce and integrating it with Netsuite.
What do I think about the stability of the solution?
No issues with stability.
What do I think about the scalability of the solution?
We didn't encourage scalability because we were had Netsuite, which we already customized so much. So, we decided to keep Salesforce simple enough to just store customer data and help capturing forecasting.
How are customer service and technical support?
Customer Service:
A three out of 10.
Technical Support:A two out of 10.
Which solution did I use previously and why did I switch?
No. We just decided to use Salesforce as a CRM system as its Forecasting and Marketing Lead is a good module to work with.
How was the initial setup?
We used standard Salesforce, so setup wasn't complex.
What about the implementation team?
We implemented through an in-house team
What's my experience with pricing, setup cost, and licensing?
Pricing and license differ and depend on how much license you are purchasing from them.
Which other solutions did I evaluate?
We didn't evaluated any system at that time. But after Salesforce got implemented, we tried evaluating other systems as well
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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."
- "Salesforce needs to be re-platformed, or re-architected, making it lighter."
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: I am a real user, and this review is based on my own experience and opinions.
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