Try our new research platform with insights from 80,000+ expert users
Pragati Sahu - PeerSpot reviewer
Client Success Executive at a educational organization with 201-500 employees
Real User
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.

Buyer's Guide
Salesforce
October 2024
Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
816,406 professionals have used our research since 2012.

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.
PeerSpot user
Jesus Calle - PeerSpot reviewer
Cloud Service Advisor Latam at Acronis
Real User
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.
PeerSpot user
Buyer's Guide
Salesforce
October 2024
Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
816,406 professionals have used our research since 2012.
MADHAV CHABLANI - PeerSpot reviewer
Consulting Chief Information Officer at Tippingedge
Real User
Top 5Leaderboard
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.
PeerSpot user
reviewer2323224 - PeerSpot reviewer
Data Analyst at a government with 1,001-5,000 employees
Real User
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.
PeerSpot user
reviewer2354058 - PeerSpot reviewer
Chief Executive Officer at a tech consulting company with 11-50 employees
Real User
Top 20
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.
Flag as inappropriate
PeerSpot user
AdemolaOlamide - PeerSpot reviewer
Business Development Manager at Computer Learning centre
Real User
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.
PeerSpot user
PM at Self-employed
Real User
Top 20
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.
PeerSpot user
reviewer1514094 - PeerSpot reviewer
Solution Designer at a comms service provider with 5,001-10,000 employees
Real User
Top 20
Interface needs improvement despite centralized offer tracking
Pros and Cons
  • "We have our offers in one place, which allows us to see what offers we have provided to our customers."
  • "The interface is not self-explanatory."

What is our primary use case?

We only use Salesforce for making offers for our customers. It is a tool to create some prices and generate offers.

How has it helped my organization?

There have been no improvements in my section due to the use of Salesforce.

What is most valuable?

We have our offers in one place, which allows us to see what offers we have provided to our customers.

What needs improvement?

The interface is not self-explanatory. We don't receive the correct error messages when errors occur in our calculations. Our solution is not the best it could be.

For how long have I used the solution?

We have been working with Salesforce for two years.

What do I think about the stability of the solution?

Salesforce is stable.

Which solution did I use previously and why did I switch?

We had no online solution before Salesforce. We only worked offline with Microsoft Word and Excel.

How was the initial setup?

I have no idea about the initial setup process. We have only a website to start with our process without any setup.

What other advice do I have?

In my situation, I don't have benefits from using Salesforce, which makes it not the right solution for me.

I'd rate the solution four out of ten.

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Flag as inappropriate
PeerSpot user