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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.

Buyer's Guide
Salesforce
November 2024
Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
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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.
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reviewer2329224 - PeerSpot reviewer
Director of Sales at a tech vendor with 1,001-5,000 employees
Real User
Helps us reach a broader market, but the workflow could be improved
Pros and Cons
  • "It helps us reach a broader market or audience without sending individual emails."
  • "The platform flow for the product could be better. It is cluttered with a lot of components."

What is our primary use case?

We use Salesforce for sales tracking and forecasting. We also use it as a prospecting tool to reach customers, automate the responses, and follow up. It helps us reach a broader market or audience without sending individual emails.

What needs improvement?

The platform flow for the product could be better. It is cluttered with a lot of components. How it is structured and customized aligns differently with my preferred way of managing tasks and information. However, it is subjective, and the experience can vary among team members.

For how long have I used the solution?

We have been using Salesforce for 15 years.

What do I think about the stability of the solution?

The product is finely stable. I rate the stability a six out of ten.

What do I think about the scalability of the solution?

The platform's scalability is a six or seven out of ten.

How are customer service and support?

I never contacted the technical support team directly. Our organization communicates with them.

What's my experience with pricing, setup cost, and licensing?

Salesforce is overpriced.

What other advice do I have?

It is a fine CRM tool and meets all the essential requirements. However, there are better tools in the market.

I rate Salesforce a six 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
November 2024
Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,053 professionals have used our research since 2012.
reviewer1738170 - PeerSpot reviewer
Solution Sales l Solutions : RPA , Agility, Atlassian and Development at a tech services company with 1,001-5,000 employees
Real User
An user-friendly solution that helps to manage pipelines but UI is old
Pros and Cons
  • "The tool's most valuable feature is user-friendliness."
  • "Salesforce's UI design is old and slow."

What is our primary use case?

I use Salesforce to manage pipelines. 

What is most valuable?

The tool's most valuable feature is user-friendliness. 

What needs improvement?

Salesforce's UI design is old and slow. 

What do I think about the stability of the solution?

I rate the tool's stability a seven out of ten. 

What do I think about the scalability of the solution?

I rate Salesforce's scalability an eight out of ten. 

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

We switched to the product since Salesforce is the market leader. 

How was the initial setup?

The tool's deployment was easy and was completed in six months. It requires two offshore resources for maintenance. 

What's my experience with pricing, setup cost, and licensing?

Salesforce is expensive, and I rate it an eight out of ten. 

What other advice do I have?

I rate the product a ten 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.
PeerSpot user
Solution Leader at HORSA
Real User
Top 5
A useful solution that works well with Talend, but the UI could be improved
Pros and Cons
  • "Salesforce works well with Talend."
  • "The UI could be improved."

What is our primary use case?

I provide the solution for customers, and we work with Salesforce APIs to get and update data. We get data from instances of Salesforce for masked data. Then we reupload the data in GDPR.

Our process runs on Talend, and we use Salesforce with that and use APIs.

What is most valuable?

Salesforce works well with Talend.

What needs improvement?

The UI could be improved.

For how long have I used the solution?

We've used Salesforce for a few years.

What other advice do I have?

I rate Salesforce a six or seven out of ten. I recommend the solution to others planning to use it.

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