We use the solution primarily for sales. We keep track of contacts and deals.
Global Chief Experience Officer at a tech services company with 11-50 employees
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?
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.
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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.
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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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.
Cloud Service Advisor Latam at Acronis
An easy-to-use and scalable solution that provides information and enables users to create reports
Pros and Cons
- "We can produce the reports that we need easily."
- "The product is not integrated with WhatsApp."
What is our primary use case?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I have been using the solution since 2006.
What do I think about the stability of the solution?
The tool is stable.
What do I think about the scalability of the solution?
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.
Which other solutions did I evaluate?
My company chose Salesforce because it is easy to use. It offers a cloud solution and is a prestigious company.
What other advice do I have?
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.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Product & Presales Manager at a energy/utilities company with 501-1,000 employees
A highly scalable and user-friendly solution that provides very good technical support
Pros and Cons
- "The product is quite user-friendly."
- "The tool must provide better reporting and dashboard capabilities."
What is our primary use case?
We use the solution for CRM purposes.
What is most valuable?
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.
What needs improvement?
The tool must provide better reporting and dashboard capabilities. The tool could provide AI features in its future releases.
For how long have I used the solution?
I have been using the solution for five years.
What do I think about the stability of the solution?
The tool is very stable.
What do I think about the scalability of the solution?
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.
How are customer service and support?
The technical support is very good. Salesforce runs seminars every year, and there’s a pretty massive turn-up every time.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
The solution is cloud-based. We just got the login access.
What about the implementation team?
An external contractor does all the maintenance. There’s no major issue.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
CTO at SMS Highway
Efficient reporting features, stable and adapts easily to existing environment
Pros and Cons
- "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."
What is our primary use case?
My use cases include business development courses and reporting.
How has it helped my organization?
I can get live reports on our traffic every day. I log into the dashboard of Salesforce.
What needs improvement?
Salesforce could provide more alerts and more notifications.
In future releases, Salesforce can provide more integration into Elastic Cloud and Slack channels.
For how long have I used the solution?
I have been using this solution for three months.
What do I think about the stability of the solution?
I would rate the stability a nine out of ten.
What do I think about the scalability of the solution?
Around 12 end users are using this solution in our company.
Which solution did I use previously and why did I switch?
How was the initial setup?
I would rate my experience with the initial setup a five out of ten, where one is difficult, and ten is easy.
What's my experience with pricing, setup cost, and licensing?
What other advice do I have?
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.
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.
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.
Last updated: Feb 19, 2024
Flag as inappropriateSystem 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
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