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.
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?
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.
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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.
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Consulting Chief Information Officer at Tippingedge
Helps with patient monitoring but needs to integrate generative AI
Pros and Cons
- "The tool's most valuable feature is performance."
- "Salesforce needs to improve integrations. They need to integrate generative AI."
What is our primary use case?
We use the product for patient monitoring.
What is most valuable?
The tool's most valuable feature is performance.
What needs improvement?
Salesforce needs to improve integrations. They need to integrate generative AI.
What do I think about the stability of the solution?
Salesforce's stability is good. I rate it a nine out of ten.
What do I think about the scalability of the solution?
The tool's scalability is good. We have around 60-70 users who use it extensively.
How are customer service and support?
The tool's technical support is good.
How was the initial setup?
Salesforce's deployment is straightforward.
What about the implementation team?
The tool's deployment was done by a consultant team.
What's my experience with pricing, setup cost, and licensing?
Salesforce's licensing costs are yearly. It is expensive.
What other advice do I have?
I rate the product a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Data Analyst at a government with 1,001-5,000 employees
Easy to access and has good customization, but it should be more intuitive with regard to customization and navigation
Pros and Cons
- "The solution is pretty easy to access and has good customization."
- "The solution could be more intuitive with regard to customization and navigation."
What is our primary use case?
I use Salesforce to create reports from the database. I use it to check whether the things I use are in the database.
What is most valuable?
The solution is pretty easy to access and has good customization.
What needs improvement?
The solution could be more intuitive with regard to customization and navigation.
Salesforce should provide faster curation of reports.
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 Salesforce a nine out of ten for stability.
What do I think about the scalability of the solution?
Salesforce is a scalable solution.
What other advice do I have?
I would recommend Salesforce to other users.
Overall, I rate Salesforce a seven 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.
Chief Executive Officer at a tech consulting company with 11-50 employees
Makes the lead management process and our dealings with partners and clients much more structured
Pros and Cons
- "The product has made our dealings with partners and clients much more structured."
- "It would be better if we could design our reports much more easily."
What is our primary use case?
We use the solution as a CRM. We manage opportunities, leads, and partners. We run the whole sales cycle through Salesforce.
How has it helped my organization?
The product has made our dealings with partners and clients much more structured. Our lead management process is also much more structured.
What is most valuable?
The test functionality and the adjustable reports are valuable features. The product is customizable, but we must pay for it. I use the mobile application. The functionality and convenience of the mobile application are good enough. It satisfies our requirements.
What needs improvement?
It would be better if we could design our reports much more easily. We need to use consultancy every time to design new reports. The forecast functionalities can be improved.
For how long have I used the solution?
I have been using the solution for one and a half years.
What do I think about the stability of the solution?
The tool is stable.
What do I think about the scalability of the solution?
We have ten users in our organization. We have it in multiple locations.
How was the initial setup?
The initial setup is straightforward. The deployment took 20 to 25 days. It is not difficult to maintain the product.
What about the implementation team?
The deployment was done by a consulting company.
What was our ROI?
We have seen a return on investment from the product.
What's my experience with pricing, setup cost, and licensing?
The modules are too expensive.
What other advice do I have?
We don’t have a large team. We have many partners, though. They resell our services to third-party clients. We can manage the registration formally via Salesforce. We did not require technical support because we work with a consultant company. They adjust it for us. We don't need additional technical support until now. I will recommend the product to others. Overall, I rate the tool a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Business Development Manager at Computer Learning centre
A scalable product that enables organizations to manage customer engagement and interactions easily
Pros and Cons
- "We can manage opportunities easily."
- "The product must provide more insights and analytics."
What is our primary use case?
The solution is used for managing customers and dues. It is a CRM.
What is most valuable?
It is easy to track customers. We can manage opportunities easily. The solution provides analytics and insight into our performance.
What needs improvement?
The product must provide a reminder to pursue opportunities. We must receive a reminder if we have registered a deal and have not taken it forward. The product must provide more insights and analytics.
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 stable. I rate the stability a nine out of ten.
What do I think about the scalability of the solution?
The tool is scalable. About ten people in our organization use the product.
How was the initial setup?
The initial setup is not very complex, but it is not straightforward. It doesn’t take much time to deploy. The knowledge base is challenging. The deployment took about three days. The solution is cloud-based.
What about the implementation team?
Professionals did the deployment.
What was our ROI?
We see value in the product. We can manage our customer engagement and interactions. We can always follow up.
What's my experience with pricing, setup cost, and licensing?
The tool is quite pricey compared to other products.
What other advice do I have?
It is a good solution. If an organization has the budget, they must choose Salesforce. Overall, I rate the solution an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PM at Self-employed
Improves visibility over sales opportunities but improvement is needed in UI
Pros and Cons
- "Salesforce provides opportunity management, including stage management. It offers basic functions to categorize opportunities as lead, qualified, or committed. I can share these opportunities with my peers and managers."
- "The tool needs to improve its UI."
What is our primary use case?
I use the solution for sales and opportunity management. It helps with my business functionalities.
How has it helped my organization?
The products improve my visibility over opportunities.
What is most valuable?
Salesforce provides opportunity management, including stage management. It offers basic functions to categorize opportunities as lead, qualified, or committed. I can share these opportunities with my peers and managers.
What needs improvement?
The tool needs to improve its UI.
For how long have I used the solution?
I have been working with the product for three years.
What do I think about the stability of the solution?
Salesforce is stable.
What do I think about the scalability of the solution?
The product is scalable.
How are customer service and support?
I did not directly establish communication with Salesforce. Instead, a separate customer support team from my company interacted with their customer support team.
What other advice do I have?
Salesforce offers thousands of features and functionalities. I recall using a tool called Clari, which served as a supplement to Salesforce, providing a better UI/UX. This tool facilitated easy management of opportunities and businesses, especially on a mobile platform. I rate it a four out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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