Salesforce Reviews

The product's usage varies significantly depending on the project. In some cases, we've utilized it to map out the entire process within the system. Other times, it's been more personalized, particularly for the last campaign I worked on. We've used it for simple opportunity management as well. 

We use Salesforce for various purposes, from managing company contacts to associating stakeholders with opportunities. While it's not the best tool for external messaging, we've integrated it with platforms like Slack and emails to share notes and track communication.

Salesforce helps our company in forecasting. The greatest value for the organization lies in forecasting and gaining an overall view of activity through effective reporting methods. This includes forecasting at various levels of the pipeline.

The tool helps us take over accounts to review past opportunities and notes. One of its main advantages is associating stakeholders and activity with customer contacts, providing an overview for team members. Its most valuable feature is sharing information with team members. The tool's ability to associate a company contact with an opportunity is a good feature. 

Creating new reports more easily within Salesforce and improving the ability to associate common names of companies, especially after acquisitions, would be beneficial. I would also like to understand the administrator who has control over the data. It would be helpful when you want to implement changes or escalate issues. 

I have been using the product for 20 years. 

Salesforce is stable and reliable. 

I haven't had any issues with the product's scalability. 

I haven't contacted the tool's technical support. 

We used SAP's earlier version before Salesforce. 

Salesforce's deployment is more complex than rolling out an accounting package. 

The tool saves me time since I don't have to use spreadsheets. 

The tool's most beneficial aspect was its integration with Chrome and emails, allowing me to communicate within and outside the company. Its mobile accessibility feature helped me to update the forecasts.

To plan out my Salesforce cycle in the sales pipeline, I would focus on understanding the steps required to close deals, particularly by leveraging the common catalog or services catalog.

I rate it a seven out of ten. 

Salesforce is a good product that provides information and an overall view of the management area. The tool also helps my company deal with the follow-ups when it comes to the sales part. I use the product mainly for its customer management and project management components. In general, I use the product to manage sales pipelines and customers, along with the project management part. The tool is also useful for data analysis, specifically in the area of sales.

The product's setup phase needs improvement.

The mobile version of the product needs to be made more compact.

I have been using Salesforce for three years.

It is a stable solution.

It is a scalable solution.

The scalability options of the product can be used for medium and large-sized companies. Considering the reports from multiple countries that I use, I can say that Salesforce is a tool that can be scalable for global-level companies that have multiple branches in multiple countries.

More than 1,000 people in my company use the product.

Currently, I use Sophos.

There is an IT team in our company to take care of the product setup for new users. The setup phase for Salesforce would be a bit complex because it has multiple functions than any other ERP or CRM system. The setup process of the product might be a bit complex, but I think that it is something that is applicable to large organizations.

The product's onboarding process is a bit complex since Salesforce provides detailed or in-depth reports, so it may take some time for users to learn to use it.

The solution is deployed on the cloud.

I am not sure about the people involved in the deployment process since our company's central IT team is not located in the country where I operate. I know that the IT team takes care of the company's activities in multiple countries.

Though Salesforce is more expensive than the other products on the market, it does provide you with more functionalities.

I did not evaluate any other options against Salesforce.

Salesforce has enhanced our company's customer relationship management processes since I use it to see which customers I have to follow up with and which other customers I have to follow closely.

The most beneficial use of the product that I have seen is that I can use the information from Salesforce and analyze it. When my company records data in Salesforce, Salesforce provides reports from which I can use the data for further analysis or planning.

The product is good at helping with sales tracking.

Salesforce can provide users with access to the information from the previous records to help users follow each of the tasks on time so that it becomes suitable for the users to close a deal. My company may have certain projects in February, and we know that we have to follow a certain procedure to close a sales deal in that particular month. With Salesforce, my company can store the data in the reports to help us know which steps we have to follow every month to be able to close a sales deal.

I mostly use Salesforce for report generation so that I can have an overview of a lot of information and data inputs.

The capabilities of the product meet my company's specific business needs, but I don't connect Salesforce with any other applications. I only use Salesforce to get data from the report that is generated by the product to use for further analysis and findings in my company.

The reporting feature of the product has the largest impact on the productivity of my company since it is a powerful feature of the solution.

Though I have access to the mobile app meant for Salesforce, I use it mostly on my personal computer. The mobile app is good, but I prefer the desktop version since it provides more functionalities. The product's mobile version should be made more compact.

I think that my company's central management knows about the outcome of Salesforce because they invest in the tool so that it can be used across the globe.

I would tell those who plan to use the product that it would be good if they could use most of the functions in the product. If a company is not large-sized, the price may become a matter of concern.

I rate the overall tool an eight out of ten.

It's for my client to internally track the sales process. But then, after I dealt with the consulting service, I helped a customer check data about sales or customer relationship information and provided them with a data warehouse and BI solution integration. Like, creating visualizations and reports for them.

The CRM feature is good. For me, it could be like tracking a customer's entire sales journey, and you can also record their buying behavior and make an effort to upsell on a larger scale.

My customers wanted to see more analysis, like integration with another system or a third-party system. 

I used it internally for about two years, then provided some educational support, like familiarizing customers with the solution. More than one or two years now.

I would rate the stability an eight out of ten. 

It is a scalable solution. We have around five customers using this solution. 

I used Hubspot. It really depends on our clients' needs. It was a good choice for them.

It was done by a third-party integrator. 

The license is yearly. 

I would rate the solution an eight out of ten. I would recommend using this solution. 

It's a good fit for big organizations with complex sales process. They have a lot of features and are open to customization. But, on the other hand, the price and complexity of setting up the system are definitely things to consider.

Salesforce is used for CRM marketing and customer support. If any customer approaches us, browses the company website, or participates in any of the sales events, we add the potential customer details, and then we follow up with them. If the customer shows interest and purchases anything, they become an actual customer.

Customer billing is also done in Salesforce. We primarily manage all the customer-related information, like what products were bought by the customers and what products they are currently keeping. We also use Salesforce for support, marketing, and product recalls.

The most important features of Salesforce are the look and feel and the customization. Salesforce is very easy to use, and anybody who is new to Salesforce can learn it very quickly. Salesforce has a lot of features from a customer 360 point of view, including what is happening with the customer and what happened in the past. Compared to any other CRM-related products, Salesforce is very user-friendly, and it has a lot of fantastic features.

The solution’s performance could be improved.

I have used Salesforce for around three years.

Salesforce is a very stable solution.

I rate Salesforce a nine out of ten for stability.

Since it's a cloud product, there are no issues with the solution's scalability and adding more users. Around 40 users use the solution in our organization.

I rate Salesforce a nine out of ten for scalability.

Salesforce provides excellent technical support.

I simultaneously use Microsoft Dynamics 365 for finance, supply chain, and HR modules.

I rate Salesforce an eight out of ten for the ease of its initial setup.

It takes three to four hours to deploy Salesforce.

Salesforce is deployed on-cloud in our organization. I would recommend Salesforce to other users.

Overall, I rate Salesforce a nine out of ten.

In my company, I use Salesforce for marketing activities. Salesforce helps me see how my company's campaigns have performed and the quality of data I received from my work concerning promoting my company's products.

With Salesforce, all the user data is available in one place. When a person runs promotional campaigns that reach multiple people and geographies, Salesforce helps consolidate all such information in one place. Salesforce helps store all the historical data regarding the interactions one has had with the company and the company's interactions with others. Salesforce helps my company to look at the interaction a user has had with our company, which would make it easy for us to see how many repeat customers we have and reach during our promotional campaigns while also keeping a tab on how many new customers we reach with our campaigns. When engaging with the sales teams in our company, Salesforce helps us show them the effectiveness of our content in certain campaigns with the help of data while helping showcase how our marketing efforts reached out to the people they were supposed to contact.

The most valuable feature of the solution is the ability that the solution provides to store information related to our company's promotional campaigns. Salesforce has now allowed for integration with tools useful for analytics, allowing the reports within Salesforce to show the ROI of a promotional campaign. Having a snapshot of a user's journey with the company in one place makes Salesforce a useful tool for us in our company.

From an analytical standpoint, sometimes, Salesforce was slow at a time when there were tools like Tableau available in the market, which is a lot more user-friendly. The part related to analytics within Salesforce is not very user-friendly. There is some work in progress going on in Salesforce, but generally, it is a pretty robust tool.

I don't want any additional features added to the solution since it is difficult to use with all its features. It's a robust tool.

I have been using Salesforce for six years. I am an end user of the solution.

It is a very stable solution. Stability-wise, I rate the solution a nine out of ten.

It is a scalable solution. Scalability-wise, I rate the solution an eight and a half to nine out of ten.

Though the marketing department in our company had around 50 people, the solution was used throughout my organization, consisting of around 2,000 to 3,000 people.

More licenses can be purchased by the company as and when the need arises.

The solution is deployed on a private cloud.

The IT team in our company had carried out the initial setup phase of Salesforce.

Multiple options are available in the market to suit the needs of a particular business. Salesforce is a solution meant for enterprise-sized businesses because it falls under the higher pricing spectrum. For an enterprise-sized business, the product is reasonably priced.

It's important to not only deploy the solution but also to ensure that sales and marketing teams really understand how to use the product and how to really get the benefit out of it. At the end of the day, if the data going into the solution is not good, then the output will not be good either. It's very important to educate the sales teams on how the product needs to be used and how the data needs to be entered in order for them to really see the benefit of Salesforce.

I rate the overall solution an eight out of ten.

We have been using it for customer experience management.

The main difference between the previous tool we used and Salesforce is the automation of alarm bookings. Previously, in the footprint system, we manually generated incident tickets when capturing alarms on the space node. Since using Salesforce, there's automated ticket generation for specific incidents, which has significantly improved our process.

This automation has been incredibly beneficial, reducing our workload and time spent. Previously, we manually handled ticket creation, but now with Salesforce, tickets are generated automatically, requiring us only to update necessary information.

There have been occasional issues with multiple tickets being generated for the same incident. This has been a concern and hasn't received positive feedback. It's a challenge I've faced in my current work. I primarily handle gathering incident information and updating the case details, addressing the issues at hand. While other users might have additional feedback, from our perspective here, Salesforce has been effective for the tasks I handle, despite the multiple tickets issue.

We transitioned from a database management system and ticketing tools to adopt Salesforce, which is the system we currently use.

It is stable.

It is very scalable.

We have a significant user base of over a thousand across different departments, and my current role involves assessing the experiences. We haven't faced substantial issues with Salesforce. Even if there are occasional concerns, the resolution time is quick. We communicate our problems to the support, and they swiftly address and resolve the issues. Overall, our experience has been seamless, without significant setbacks.

The primary reasons for the management's decision aren't something I'm aware of. I'm merely an end user who follows instructions. Life is dynamic, and it's essential to adapt to whatever new system or changes come in, like the recent switch to Salesforce.

Accessing Salesforce is straightforward. We just open a browser, input the UI, and log in. It's web-based, eliminating the need for installation. Once the browser is up, we enter the UI and proceed to use it without any extra steps.

The tool significantly streamlines our work. Nowadays, everything is digital, and it's quite efficient. Looker has been incredible in enabling access and processing data across different locations. We can collaborate, ensuring we're on the same page with the information. It's great for maintaining consistency and accessing data from various regions or environments.

I would rate it a nine out of ten.

We use the solution primarily for sales. We keep track of contacts and deals.

The solution enables you not to have to micro-manage your sales team. You could step back and see what's going on at a higher level without having a million meetings and ask people via email and Slack.

The solution builds easy reports.

There's a big learning curve on Salesforce. You have to be a power user. HubSpot was easy to use. HubSpot walks you through what you need to do to make it a successful platform.

I have been using Salesforce for two years.

I rate the solution’s stability a nine out of ten.

I rate the solution’s scalability a nine out of ten.

Salesforce keeps your sales processes more organized. We migrated to HubSpot because of HubSpot marketing tools.

The initial setup is complicated.

We need a consultant for the deployment.

CRMs are always expensive, but they're worth it.

Salesforce is such a robust and open-ended platform. I've only scratched the surface of its potential. Our initial need was to bridge the gap between sales and marketing. Perhaps our team's experience with HubSpot led us to prioritize a quicker setup, even if it meant sacrificing a deeper exploration of Salesforce's capabilities. With more time and training, we could unlock the full value of this powerful platform.

You get out of Salesforce what you put into it. It could be a precious solution if you invest the time in getting it set up correctly and ensuring that you maintain it. But if you don't support the time, you won't get the value out of it.

Overall, I rate the solution a nine out of ten.

We have salespeople in the field who use Salesforce.

We use Salesforce as a CRM, and sales-related activities like order management are done through Salesforce.

The solution's marketing campaign management needs to be improved. After the lead is generated and the customer is onboarded, we do campaigns with the B2B or B2C side of the business to contact the customers directly. Salesforce should improve on this aspect.

I have been using Salesforce for three years.

Salesforce is a very stable solution.

I rate Salesforce a nine out of ten for stability.

We are very satisfied with the solution's scalability. Around 570 users are using Salesforce in our organization, and we have plans to increase the usage.

I rate Salesforce an eight out of ten for scalability.

We're quite satisfied with the solution’s technical support.

Positive

I rate Salesforce an eight out of ten for the ease of its initial setup.

Salesforce's deployment takes about six to eight months. We utilized boutique consultants to deploy Salesforce.

Salesforce is an expensive solution.

Salesforce is deployed on-cloud in our organization. I advise users to review the functionality of Salesforce clearly and provide a front-line mobile app, which is not on Salesforce.

Overall, I rate Salesforce an eight out of ten.