We use the solution as a CRM. We manage opportunities, leads, and partners. We run the whole sales cycle through Salesforce.
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?
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.
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March 2025

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842,651 professionals have used our research since 2012.
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.

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
Buyer's Guide
Salesforce
March 2025

Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: March 2025.
842,651 professionals have used our research since 2012.
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.
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.
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
Solution Designer at a comms service provider with 5,001-10,000 employees
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.
Last updated: Oct 8, 2024
Flag as inappropriatePM 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.
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.

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