We use the solution for visit reports, customer follow-up opportunities, lead sharing, and tracking tasks.
Supervisor Customer Service - Mediterranean at Enerpac
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?
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.
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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.
Sr. I.T. Manager at a wholesaler/distributor with 1,001-5,000 employees
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.
Last updated: Oct 8, 2024
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Website Build Specialist at DealerSocket
Comes with lightning interface and helps to track project tasks
Pros and Cons
- "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."
What is our primary use case?
I use Salesforce to track my project tasks.
What is most valuable?
The tool's most valuable feature is the lightning interface.
What needs improvement?
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.
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?
I rate the product's stability a ten out of ten.
What do I think about the scalability of the solution?
I rate Salesforce's scalability a ten out of ten.
How are customer service and support?
I have never contacted the tech support team.
How was the initial setup?
The tool's deployment is not complex. It took us a month to switch to the lightening version.
What other advice do I have?
You must ensure that Salesforce matches your business and what you are trying to accomplish. I rate the product an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
A CRM solution with support buck lacks bigger field configurations
What needs improvement?
The field configuration level point of view is not big because we have been struggling with it for six months.
For how long have I used the solution?
I have been using Salesforce for six months.
What do I think about the stability of the solution?
I rate the solution’s stability a seven out of ten.
What do I think about the scalability of the solution?
I rate the solution’s scalability a seven out of ten.
Which other solutions did I evaluate?
We are evaluating Freshworks and Zendesk.
What other advice do I have?
We focus on integration. We integrated the ticket details from Salesforce to ServiceNow. The same is true with Zoho CRM tickets to Salesforce.
Other tools have similar features to Salesforce. If we can replicate those features in Salesforce, it will be helpful. For example, new elements should be introduced for any user transitioning from ServiceNow to Salesforce, enabling developers to understand the integration points required. Integration at the cloud level is essential, and thorough documentation is necessary.
We need pricing information to access account requirements for integration platforms in Salesforce, which can be challenging compared to other developer resources.
Overall, I rate the solution a six out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
System Administrator at Logic Planet Inc
Helpful in email campaigns, WhatsApp campaigns, and CRM management
Pros and Cons
- "The tool's most valuable features are email campaigns, WhatsApp campaigns, and the CRM system."
- "Though Salesforce's customer support is good, something is amiss with it. We faced some challenges in the ticket generation system, and I had to directly connect with our third-party vendor from whom we purchased the product."
What is our primary use case?
We use Salesforce in CRM, email campaigns, and marketing.
What is most valuable?
The tool's most valuable features are email campaigns, WhatsApp campaigns, and the CRM system.
What needs improvement?
Though Salesforce's customer support is good, something is amiss with it. We faced some challenges in the ticket generation system, and I had to directly connect with our third-party vendor from whom we purchased the product.
For how long have I used the solution?
I have been working with the product for one and a half years.
What do I think about the stability of the solution?
I rate Salesforce's stability a five out of ten.
What do I think about the scalability of the solution?
I rate the solution's scalability a ten out of ten.
How was the initial setup?
Salesforce's deployment is easy and completed in a few days.
What's my experience with pricing, setup cost, and licensing?
The product is neither expensive nor cheap.
What other advice do I have?
I rate Salesforce a seven out of ten.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Business Development at Bicone
Helps to track and record the buying behavior of customers
Pros and Cons
- "Salesforce helps to track and record the buying behavior of customers."
- "The product needs to improve integration."
What is most valuable?
Salesforce helps to track and record the buying behavior of customers.
What needs improvement?
The product needs to improve integration.
For how long have I used the solution?
I have been using the product for more than a year.
What do I think about the stability of the solution?
I rate Salesforce's stability an eight out of ten.
What do I think about the scalability of the solution?
The product is scalable. My company has over five customers.
What about the implementation team?
The tool can be deployed with third-party help.
What other advice do I have?
I rate Salesforce an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Client Success Executive at a educational organization with 201-500 employees
A comprehensive tool that can be used to track the sales pipeline
Pros and Cons
- "We use the solution to map the sales pipeline and see how it is going and where it is pending."
- "Salesforce is not very user-friendly, and a person won't understand it unless proper training is provided."
What is our primary use case?
We use Salesforce to track the sales pipeline.
What is most valuable?
Salesforce is a very comprehensive tool. We use the solution to map the sales pipeline and see how it is going and where it is pending. We put reminders about when we need to contact the customers to take follow-ups. Salesforce has helped us to find the strongest connection with the customers.
What needs improvement?
Salesforce is not very user-friendly, and a person won't understand it unless proper training is provided.
For how long have I used the solution?
I have been using Salesforce for the last six months.
What do I think about the stability of the solution?
Salesforce is a stable solution.
I rate the solution a nine out of ten for stability.
What do I think about the scalability of the solution?
Salesforce is a scalable solution. We are a 25-member team, and each one of us has access to the solution.
What was our ROI?
The return on investment with Salesforce is quite satisfactory.
What's my experience with pricing, setup cost, and licensing?
The solution's pricing is competitive.
What other advice do I have?
Overall, I rate Salesforce a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Director Sales at Rialtes
A tool that offers a simple-to-use user interface along with good stability
Pros and Cons
- "The most valuable feature of the solution is the user interface, which is very simple to use."
- "I would say the areas of concern in the product that require improvement revolve around its integration capabilities with third-party systems."
What is our primary use case?
I use Salesforce in my company to manage everything from lead to cash flow or the whole cycle.
What is most valuable?
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.
What needs improvement?
I would say the areas of concern in the product that require improvement revolve around its integration capabilities with third-party systems.
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 very stable solution without a second thought. Stability-wise, I rate the solution a nine and a half out of ten.
What do I think about the scalability of the solution?
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.
How are customer service and support?
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.
Which solution did I use previously and why did I switch?
Though I have used a few products in the past, my experience with Salesforce has been the best.
How was the initial setup?
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.
What was our ROI?
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.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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