Salesforce Reviews

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

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.

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.

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.

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

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

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

Neutral

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

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.

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.

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. 

I use Salesforce to track my project tasks. 

The tool's most valuable feature is the lightning interface. 

When you click on the lightning interface, it opens a tab inside. It's like a browser within a browser. It should open in its browser tab. 

I have been using the solution for eight years. 

I rate the product's stability a ten out of ten. 

I rate Salesforce's scalability a ten out of ten. 

I have never contacted the tech support team. 

The tool's deployment is not complex. It took us a month to switch to the lightening version. 

You must ensure that Salesforce matches your business and what you are trying to accomplish. I rate the product an eight out of ten. 

I use Salesforce in my company to manage everything from lead to cash flow or the whole cycle.

The most valuable feature of the solution is the user interface, which is very simple to use. The tool is pretty good in terms of user interface, analytics, dashboard, and reports since it is a user-friendly product.

I would say the areas of concern in the product that require improvement revolve around its integration capabilities with third-party systems.

I have been using Salesforce for three years.

It is a very stable solution without a second thought. Stability-wise, I rate the solution a nine and a half out of ten.

From the time my company started using the product a couple of years ago, we have scaled up the product to fit in over three times the team size we had earlier in our company. The tool is scalable and easy to deploy while being available and ready to use in hours.

Less than 50 employees in my organization use the solution.

There is an extensive and strong use of the product in our company.

For the time being, my company is good with what the solution offers. If my company is required to increase the use of the solution in the future, then we are happy to invest in Salesforce.

My company has not faced issues with the support offered by Salesforce. Whenever tickets were raised from our company's end, issues were resolved as per the SLA.

Though I have used a few products in the past, my experience with Salesforce has been the best.

The product's initial setup phase was simple and straightforward.

Though I was not part of the deployment process, from what I understand, it was a very quick cycle of about six weeks.

Based on what I know, the team that takes care of the deployment and maintenance of the product is not much of a heavy team.

Though my company has not done any calculations related to the ROI, I have seen that with Salesforce, people spend less time dealing with their company's internal processes, like documentation. I would presume the product's ROI is in an acceptable range, but I have not quantified it.

There is an annual subscription fee as a part of the licensing costs attached to the solution. I rate the product's price a six on a scale of one to ten, where one is extremely cheap, and ten is very expensive.

I would ask those who plan to use the solution before implementing any tool to know their processes very well since it can help you put them across clearly, allowing the tool to support them. If you don't know your process, and you keep doing reengineering again and again, no tool in the world can support you. My simple suggestion to anyone would be to consider visualizing what you expect from the platform. If you know what you are looking for, then a platform like Salesforce can deliver it.

Salesforce is a very easy tool to use since it requires one to undergo a plug-and-play process. It can be up and running in a matter of a few weeks. If you ask me, I would suggest that you use Salesforce.

I rate the overall tool a nine out of ten.

I use the solution to update the client's information, create reports on how the clients work, and get information about the client assigned to me.

Reports are the most valuable features of the product. We get the information of your clients easily and fast. We can produce the reports that we need easily.

The product must improve the integration process. Many processes have to be done manually. We use a lot of WhatsApp in Latin America. The product is not integrated with WhatsApp. So, after talking with the client, I have to go to Salesforce and update about my conversation with the client. The product must also be integrated with emails. Integrating with WhatsApp would help record client conversations and save a lot of time.

I have been using the solution since 2006.

The tool is stable.

The tool is scalable. People come in and go out. We have no problems. It doesn’t slow down or have performance issues. Approximately 500 users are using the solution in my organization.

My company chose Salesforce because it is easy to use. It offers a cloud solution and is a prestigious company.

I recommend the product to others. We have to be very disciplined with all the information that we log into the system. It provides us with information and reports about our work. It's a good solution. Overall, I rate the solution a nine out of ten.

We use the solution for CRM purposes.

The product is quite user-friendly. It’s quite easy to lock in an opportunity or a lead. Salesforce can be easily tailor-made to whatever we want if we're willing to spend the money on different modules.

The tool must provide better reporting and dashboard capabilities. The tool could provide AI features in its future releases.

I have been using the solution for five years.

The tool is very stable.

The tool is very scalable. We can scale to any level when we are on a cloud instance. We just have to pay more money. I rate the scalability a nine out of ten. There are ten people in my team using the product.

The technical support is very good. Salesforce runs seminars every year, and there’s a pretty massive turn-up every time.

Positive

We use ServiceNow for the help desk. It's quite good. It's quite powerful. As ServiceNow moves up the chain from the help desk into provisioning, there will be a problem. I've also been working with Juniper.

The solution is cloud-based. We just got the login access.

An external contractor does all the maintenance. There’s no major issue.

The product is pretty expensive. It could be a little cheaper. The pricing model depends on how heavy our use is and how many users we have. It becomes a big problem as we scale up and get more users. It becomes expensive.

The tool has better integration all the way through, whether downstream or upstream. For a small company, it's quite good. ServiceNow is moving up on the value chain. We must choose what is more suitable for our company, how much we must train our employees, and how big the deployment would be. Overall, I rate the product an eight out of ten.

My use cases include business development courses and reporting.

I can get live reports on our traffic every day. I log into the dashboard of Salesforce.

Salesforce could provide more alerts and more notifications. 

In future releases, Salesforce can provide more integration into Elastic Cloud and Slack channels.

I have been using this solution for three months. 

I would rate the stability a nine out of ten.

Around 12 end users are using this solution in our company.

I would rate my experience with the initial setup a five out of ten, where one is difficult, and ten is easy.

I would recommend using the solution. Ensure to integrate Salesforce into your existing business setup. It will help Salesforce to easily adapt.

Overall, I would rate the solution an eight out of ten.