Salesforce Reviews

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

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.

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.

I have been using Salesforce for a couple of months.

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

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.

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

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.

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.

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.

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.

Salesforce has streamlined customer support within our customer's environment, particularly in the energy sector, where the focus lies on strategic penetration into specific geographies targeting B2B customers.

Our customization approach relies on leveraging the out-of-the-box visual experience provided by Salesforce. We enhance this experience by introducing new forms into the existing flow, ensuring continuity and efficiency. This involves enriching the predefined processes with additional steps tailored to the needs of key users responsible for maintaining the flow. Our goal is to complement Salesforce's existing templates without disrupting the established workflow, thereby extending functionality while maintaining coherence with the platform's native features.

Salesforce mobile app offers significant benefits for team productivity, particularly for sales teams. While our teams primarily work with laptops and browsers, managers utilize the mobile app extensively. Although we haven't implemented specific enhancements yet, the mobile app enables managers to efficiently track and assess commercial activities by agents, as well as monitor daily goals effortlessly.

One of the most impactful Salesforce features for business efficiency currently is its ability to ensure customer risk assessment throughout the sales process. This is crucial because we operate with a staggered payment model, dividing customer investments into stages. By integrating Salesforce with underwriting companies, the platform provides managers and agents with vital information to assess and mitigate risks associated with proposals and commercial plans. This significantly improves the quality and control of operations, reducing the likelihood of issues arising due to excessive risk exposure.

When integrating Salesforce with other tools, our focus is on accommodating the specific needs and tracking requirements of each step. This ensures that we can leverage the integration to enrich the flow with additional information in real-time or near real-time. For example, third-party integrations, such as pricing based on web services and APIs, are utilized to enrich the flow. Once a proposal is approved, requests for invoicing are generated within Salesforce and sent for processing.

There's potential for further improvements to enhance the complexity of processes, especially for B2B evaluations and detailed negotiations. This can sometimes be challenging for agents relying solely on laptops due to limited screen space, whereas the mobile app provides a more immediate and convenient interface for conducting business with customers. There's room for improvement in user experience, particularly in how artifacts are displayed within forms. Enhancements could provide more intuitive navigation for users. Additionally, incorporating artificial intelligence into the process would be beneficial. This would involve leveraging AI to automate manual tasks and provide suggestions for fulfilling information collected by agents and management. AI assistants could offer recommendations to enhance efficiency and accuracy in data processing.

I have been using it for three years.

It provides good stability capabilities. I would rate it eight out of ten.

Scaling up may be necessary for certain demands, but there can be delays or limitations, particularly concerning license constraints. Unlike platforms like Microsoft Azure, where scalability is automated and consumption-based billing is more accurate, Salesforce may not offer immediate solutions or adjustments. I would rate it seven out of ten.

Salesforce's support services are generally superior to Microsoft's, although there are still some issues present. On a scale of one to ten, with Dynamics earning a five, I would rate Salesforce around seven.

Neutral

In this project, I'm utilizing multiple solutions including Salesforce, Azure for customer development, and Dynamics. Occasionally, I also engage with Oracle for other projects or when the need arises for faster execution.

The installation process can be challenging as it often requires involvement from the Salesforce team for escalations.

In terms of deployment, the primary challenges arise when working with different teams and managing branches that need synchronization across teams. However, we have a solution in place with DevOps. While this hasn't posed significant issues yet, it could become more complex, especially if we need to coordinate with marketing teams within the same customer environment. Deployment typically takes two to three hours.

I would recommend Salesforce as it's a robust and versatile CRM solution. While I may not be as familiar with other CRM products, I find Salesforce to offer rich functionality that can be tailored to various requirements. However, cost-effectiveness can be a challenge for some companies, particularly when it comes to customized development needs. The expense associated with customization may exceed budgets for some organizations. Nevertheless, Salesforce provides valuable out-of-the-box functionality that can enhance business processes. Overall, I do recommend it and I would rate it eight out of ten.

We are using Salesforce to keep track of our opportunities.

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.

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.

I have been using Salesforce for ten years.

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.

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

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

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.

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.

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 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.