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reviewer2257626 - PeerSpot reviewer
Software Solutions Leader at a engineering company with 10,001+ employees
Real User
Top 5
Easy to use and provides good analytics reporting features
Pros and Cons
  • "The solution's analytics reporting features are quite good."
  • "Salesforce gives you a lot of messages, and you don't know what the messages mean."

What is our primary use case?

We are using Salesforce to keep track of our opportunities.

What is most valuable?

The solution's analytics reporting features are quite good. It allows you to get reports and exports to go into Excel and do your own analysis based on that. Both the reports and functionality are actually quite good.

What needs improvement?

There are a lot of things that are not working easily with Salesforce. Salesforce gives you a lot of messages, and you don't know what the messages mean. You get an error message and cannot find what the message is telling you to update. That's one of my frustrations at this stage with Salesforce.

For how long have I used the solution?

I have been using Salesforce for ten years.

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January 2025
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What do I think about the stability of the solution?

The solution's stability and availability are quite good. In the last year, the solution wasn't available for a couple of hours for one or two days.

What do I think about the scalability of the solution?

Salesforce is a very scalable solution, and thousands of people are using it.

What's my experience with pricing, setup cost, and licensing?

I looked at Salesforce for mobility purposes about five years ago, and the pricing was fairly competitive for mobile implementations at that time.

What other advice do I have?

I am using the Salesforce mobile app, which has very good functionality. It gives you access to the functionality you need when you're traveling. I don't use the Salesforce mobile app often. I use it only when I travel, and I normally go back to the desktop version.

I would recommend Salesforce to other users because it's easy to use and has a lot of pre-populated analytic tools and reports.

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

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Khushru-Mistry - PeerSpot reviewer
CTO at GM Modular
Real User
Top 20
A highly stable solution that can be used for sales-related activities like order management
Pros and Cons
  • "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."

What is our primary use case?

We have salespeople in the field who use Salesforce.

What is most valuable?

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

What needs improvement?

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.

For how long have I used the solution?

I have been using Salesforce for three years.

What do I think about the stability of the solution?

Salesforce is a very stable solution.

I rate Salesforce a nine out of ten for stability.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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

How would you rate customer service and support?

Positive

How was the initial setup?

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

What about the implementation team?

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

What's my experience with pricing, setup cost, and licensing?

Salesforce is an expensive solution.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Salesforce
January 2025
Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
837,501 professionals have used our research since 2012.
Nadege  Cherot - PeerSpot reviewer
Supervisor Customer Service - Mediterranean at Enerpac
Real User
Top 20
A highly stable and scalable solution that provides an excellent dashboard and helps users to track tasks
Pros and Cons
  • "As a manager, the dashboard is valuable for me."
  • "The link to the Oracle ERP system does not work properly."

What is our primary use case?

We use the solution for visit reports, customer follow-up opportunities, lead sharing, and tracking tasks.

What is most valuable?

As a manager, the dashboard is valuable for me.

What needs improvement?

The link to the Oracle ERP system does not work properly. It is an internal challenge. We are developing Email-to-Case.

For how long have I used the solution?

I have been using the solution for eight years.

What do I think about the stability of the solution?

The tool is stable. I rate the stability a ten out of ten.

What do I think about the scalability of the solution?

I rate the tool’s scalability an eight out of ten. In our organization, 100 to 200 people are using the product. We plan to increase the usage in the future.

How was the initial setup?

I rate the ease of setup an eight out of ten. The time taken for deployment depends on the complexity of the deployment. It can take two weeks to six months. We got a very big project, which took a lot of months because we needed a lot of people, including financial and salespeople. We needed everyone’s input and approvals in all the processes.

What's my experience with pricing, setup cost, and licensing?

The tool is expensive. I rate the pricing a six to seven out of ten.

What other advice do I have?

We have our own internal support. I have two people dedicated to Salesforce. I recommend the solution. Every company must have a CRM system. Overall, I rate the solution an eight 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.
PeerSpot user
Deputy Manager - Radio Frequency Planning at RF-SMART
Real User
Top 5Leaderboard
A user-friendly tool that offers great performance
Pros and Cons
  • "The most valuable feature of the solution is that it is a user-friendly tool."
  • "Price is an area of concern in the solution where improvements are required."

What is our primary use case?

I used to work as a regional development executive when using Salesforce.

What is most valuable?

The most valuable feature of the solution is that it is a user-friendly tool. I also like the performance and other options provided by Salesforce.

What needs improvement?

From an improvement perspective, the product needs to focus on fulfilling the demands of its customers.

Price is an area of concern in the solution where improvements are required.

For how long have I used the solution?

I have been using Salesforce for a couple of months.

What do I think about the stability of the solution?

Stability-wise, I rate the solution a ten out of ten.

What do I think about the scalability of the solution?

Scalability-wise, I rate the solution a nine out of ten.

More than 50 users in our company use the solution.

The product is extensively used in our company.

Around six to ten technicians are required to take care of the deployment and maintenance of the product.

How are customer service and support?

I have experience with the solution's technical support. The solution's technical support is quick to respond.

How was the initial setup?

The product's initial setup phase was complex.

The time taken to complete the product's deployment phase depends on the requirements of our company's clients.

The solution can be deployed on the cloud and on an on-premises model, depending on the requirements of our company's clients.

For the deployment process, one needs to get hold of the network diagram, and following it, the implementation phase can be managed.

What about the implementation team?

Our company's in-house person can manage the product's installation phase. In our company, I managed the product's installation process as I am an engineer. During the installation phase, I did get some help from some of the engineers in our company.

What's my experience with pricing, setup cost, and licensing?

My company makes yearly payments towards the licensing costs attached to the solution. There is a need to pay extra charges apart from the licensing costs attached to the solution.

What other advice do I have?

I recommend the solution to those who plan to use it. I recommend Salesforce to others based on its ability to fulfill the requirements of our company's clients.

I like to use Salesforce since it ensures that I get the necessary pieces of knowledge.

I rate the overall product a ten out of ten.

Which deployment model are you using for this solution?

Hybrid Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer1784448 - PeerSpot reviewer
Prysmian Group at a manufacturing company with 10,001+ employees
Real User
A tool that is useful for report generation and helps businesses in areas like analysis and planning
Pros and Cons
  • "It is a stable solution...It is a scalable solution."
  • "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."

What is our primary use case?

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.

What needs improvement?

The product's setup phase needs improvement.

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

For how long have I used the solution?

I have been using Salesforce for three years.

What do I think about the stability of the solution?

It is a stable solution.

What do I think about the scalability of the 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.

Which solution did I use previously and why did I switch?

Currently, I use Sophos.

How was the initial setup?

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.

What's my experience with pricing, setup cost, and licensing?

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

Which other solutions did I evaluate?

I did not evaluate any other options against Salesforce.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer2338281 - PeerSpot reviewer
Global Chief Experience Officer at a tech services company with 11-50 employees
Real User
Top 5Leaderboard
Helps keep your sales processes more organized
Pros and Cons
  • "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."
  • "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."

What is our primary use case?

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

How has it helped my organization?

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.

What is most valuable?

The solution builds easy reports.

What needs improvement?

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.

For how long have I used the solution?

I have been using Salesforce for two years.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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

Which solution did I use previously and why did I switch?

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

How was the initial setup?

The initial setup is complicated.

What about the implementation team?

We need a consultant for the deployment.

What's my experience with pricing, setup cost, and licensing?

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

What other advice do I have?

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.

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.
PeerSpot user
Oyeyemi Saheed - PeerSpot reviewer
Network Engineer at IPT PowerTech Group
Real User
Top 10Leaderboard
Helps businesses keep track of customer interactions and sales data
Pros and Cons
  • "This automation has been incredibly beneficial, reducing our workload and time spent."
  • "There have been occasional issues with multiple tickets being generated for the same incident."

What is our primary use case?

We have been using it for customer experience management.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

It is stable.

What do I think about the scalability of the solution?

It is very scalable.

How are customer service and support?

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.

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What other advice do I have?

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.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Sr. I.T. Manager at a wholesaler/distributor with 1,001-5,000 employees
Real User
Top 10
Remote order booking and dealer support with room for AI marketing improvements
Pros and Cons
  • "The most valuable feature of Salesforce is its convenient way to book orders."
  • "One significant challenge is that the customized code by the consultant is not provided to us. This code is required for any changes, and we have to rely on the consultant for modifications."

What is our primary use case?

We use Salesforce primarily for order registration, order booking, and dealer support via a dealer portal.

How has it helped my organization?

Salesforce has made it convenient to book orders remotely, allowing sales personnel to book orders on the mobile from the markets. Additionally, Salesforce helps in marking attendance and logging activities, reducing delays in order approvals, and providing dealers with real-time information about their business transactions and ledger balances.

What is most valuable?

The most valuable feature of Salesforce is its convenient way to book orders. Sales personnel can book orders remotely using their mobile phones. Moreover, Salesforce enables location tracking and automatic attendance marking, which starts their duty when they log in. It also offers a convenient approval system for credit limits and reduces delays in order execution. Dealers get access to real-time reports and ledger details.

What needs improvement?

One significant challenge is that the customized code by the consultant is not provided to us. This code is required for any changes, and we have to rely on the consultant for modifications. Additionally, more advanced features or improvements in marketing through AI integration are in progress.

For how long have I used the solution?

Salesforce has been used by our organization for more than two years, starting from the beginning.

What do I think about the stability of the solution?

As far as integration is concerned, we don't find any challenges, even with AutoPlant.

How are customer service and support?

Salesforce has its own technical support for various advancements and third-party integrations.

How would you rate customer service and support?

Neutral

What about the implementation team?

We have a consultant between Salesforce and our company handling all the customization and implementation. We do not do anything in-house.

What other advice do I have?

Salesforce is generally a good product, but challenges arise due to our own setup. It's important to educate the business and IT team to overcome these challenges gradually.

I'd rate the solution seven 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.
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