I really like the Sales and Marketing related tabs as there is Leads, Accounts, Opportunities, Reports and the very practical and self-explaining use of Salesforce. The Software offers a nice overview and doesn't let you forget about any planned or scheduled tasks with reminder functions as well.
Sales with 501-1,000 employees
Very satisified with this solution but alarms for overdue tasks needs improvement
What is most valuable?
How has it helped my organization?
Salesforce helps me very well organizing my daily tasks and shows me an overview what I have reached every day or offers me reports which can be easily created and saved for my personal way of working.
What needs improvement?
They should think about introducing some sort of fire system (colours: green - yellow - red) to set alarms of overdue tasks.
For how long have I used the solution?
Since May 2013, every day
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What was my experience with deployment of the solution?
None
What do I think about the stability of the solution?
One day in the morning it broke, but the support team quickly helped me get back to speed with it.
What do I think about the scalability of the solution?
None
How are customer service and support?
Customer Service:
I'd give it an A - perfectly satisfied
Technical Support:I'd give it an A
Which solution did I use previously and why did I switch?
Oracle Siebel, Update seven and others - all of them not very practical, no real overview or easy way of handling. It took much longer to become acquainted with these systems.
How was the initial setup?
Absolutely straightforward - no difficulties there as far as I learned from our IT team
Which other solutions did I evaluate?
I was lucky not to need to evaluate other solutions, as my company chose this product.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Marketing & Sales Manager at a retailer with 51-200 employees
It gives us visibility into tracking opportunities and interactions with customers.
Valuable Features:
There are several valuable features, but the ones most useful to us are:
- Contact Management - this allows for better tracking of communication with end-customer tracking.
- Opportunity Tracking - you do not forget about opportunities that could slip through cracks.
- Excellent tech support for premier partners - pay for premium support as they always answer rather quickly.
Improvements to My Organization:
It gives us great visibility into tracking opportunities and interactions with customers through email and phone conversations.
Room for Improvement:
It needs improvement on integration with common apps, such as Outlook and iContact.
Deployment Issues:
We've had no issues deploying it.
Stability Issues:
We haven't had any issues with instability.
Scalability Issues:
We've been able to scale it as needed.
Initial Setup:
It was easy to do.
Implementation Team:
We did it in-house, but help from having their premium support team.
Other Advice:
To use it in the most beneficial way for your organization, be sure to find a company that is familiar with the product for the integration.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Salesforce Sales Cloud
October 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
816,406 professionals have used our research since 2012.
Salesforce Service Cloud Certified Consultant at a consultancy with 51-200 employees
The most valuable features for us are Visualforce and Apex, Process Builder, and Knowledge Base.
What is most valuable?
The most valuable features for us are
- Visualforce and Apex
- Process Builder
- Knowledge Base
How has it helped my organization?
Our productivity and capability to solve and anticipate problems in the Call Centre team increased at least 50%.
What needs improvement?
Although the implementation was straightforward with our in-house team, it did take 12 weeks to complete the process.
For how long have I used the solution?
I've been using it for five years.
What was my experience with deployment of the solution?
There were no issues with the deployment.
What do I think about the stability of the solution?
Through their site, they expose their stability KPIs for their customers.
What do I think about the scalability of the solution?
Considering they are 100% cloud, if the customer needs scalability you just have to contract more users.
How are customer service and technical support?
Customer Service:
10/10
Technical Support:10/10
Which solution did I use previously and why did I switch?
We had a different solution, and switched because they have a 100% integrated platform where my team can develop our business processes almost without code.
How was the initial setup?
It was straightforward, and it took 12 weeks to do the first implementation.
What about the implementation team?
We did it in-house. I strongly recommend good project management and some Salesforce certified people to help with the system integrations.
What other advice do I have?
Start with a small group of users, and take care with user adoption.
Salesforce has a great Customer Community where the users can add their suggestions and ideas.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Consultant with 51-200 employees
Highly customisable CRM system - ever expanding feature set can be daunting
Valuable Features
Ability to add custom objects (tables) into the database means Salesforce can be tailored to any business. The workflow capability makes it possible to automate labour intensive tasks such as sending standard emails at pre-defined points within business processes.
Improvements to My Organization
Automation of routine emails, centralisation of data, standardisation of company processes, on demand access to reports and dashboards, 360 degree view of customer records and history.
Room for Improvement
Some areas of functionality from early versions of Salesforce getting a little dated and in need of overhaul. Examples include activity management.
Use of Solution
4 years
Deployment Issues
Installing Salesforce for Outlook needs careful preparation and confirmation of users' version of Windows and Outlook.
Stability Issues
Salesforce is very stable. I have not experienced any major outages since using the system.
Scalability Issues
No
Customer Service and Technical Support
Customer Service:
Salesforce customer service is efficient.
Technical Support:Salesforce technical support is efficient.
Initial Setup
As a Salesforce implementation consultant, I have seen Salesforce setup in many organisations. Whilst it is easy to configure Salesforce, it is not always done in the most appropriate way. For example, creating custom fields when it would be better to create a custom object related to a master object, A specific example would adding fields to an Account to record customer satisfaction on a monthly basis. Better to create a custom object rather than adding a new set of fields each month.
Other Advice
Think about the Reports you want to run before you begin configuring Salesforce. Otherwise you may find you configure the system in a way that is incompatible with the Reports and Dashboards you need
Disclosure: My company has a business relationship with this vendor other than being a customer: My company is registered Salesforce partner
Sales manager at a construction company
In different tabs, you can track accounts, leads, and opportunities with one click. It's more expensive than other CRM services.
What is most valuable?
This is very flexible product. I can tune many of its features for our company. Also, it integrates almost all needed tools for a small company, like ours. I like its powerful dashboard and third-party integration tools. In different tabs, you can track accounts, leads, and opportunities with one click. Also, I love their PRM system for communicating with indirect channels. I worked with Salesforce for one-and-a-half years and I completed many projects with it.
What needs improvement?
Salesforce is more expensive than other CRM services. It also has fewer features than many others competitors. Each of these reasons is not a big deal, but they forced us to eventually find another solution.
For how long have I used the solution?
I used it for one and a half years.
What was my experience with deployment of the solution?
There were no deployment issues.
What do I think about the stability of the solution?
There were no more than a dozen cases of instability a year.
What do I think about the scalability of the solution?
It scaled well for us.
How are customer service and technical support?
Customer Service:
Customer service is nice.
Technical Support:They sometimes have problems with finding the root cause of an issue.
Which solution did I use previously and why did I switch?
We didn't use a previous solution.
What's my experience with pricing, setup cost, and licensing?
This is an expensive solution.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
VP of Development at a marketing services firm with 51-200 employees
Although expensive and can be hard to adopt, there's a clear reason that Salesforce is an industry behemoth in the CRM world.
Valuable Features:
Very robust CRM tracking
Integrates well across the email platforms we use.
API also integrates well with other inbound marketing software we currently use.
Many useful apps in their AppExchange.
Room for Improvement:
Takes a long time to get fully up and running on Salesforce.
We've noticed a few bugs that haven't been worked out (although Salesforce support team is great)
It's quite expensive on a per user basis.
Other Advice:
Overall, I would recommend Salesforce, as it's an industry leader and integrates well across multiple platforms. However, it is expensive, and took a long time for my team to fully adopt Salesforce and to use it without having any issues.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Account Executive, Enterprise at a tech vendor with 501-1,000 employees
Easy to set up, stable, and does what it's supposed to do with relatively little intervention
Pros and Cons
- "Contact records are most valuable."
- "Its reporting capabilities can be improved. Its reporting interface should be improved to personalize reports."
What is our primary use case?
We're using it for tracking sales opportunities and networking with prospects that we're trying to establish business with.
We're leveraging Salesforce's cloud, and we're logging in with our own individual IDs.
What is most valuable?
Contact records are most valuable.
What needs improvement?
Its reporting capabilities can be improved. Its reporting interface should be improved to personalize reports.
Shortcut keys for us diehard shortcut key people would probably be helpful. We should be able to perform actions with shortcut keys.
For how long have I used the solution?
I've been using Salesforce for years. It has easily been a decade-and-a-half.
What do I think about the stability of the solution?
It's very stable.
What do I think about the scalability of the solution?
It's very scalable. In terms of its users, there are different levels of salespeople inside sales and outside sales. There are about 100 or so users in the company.
How was the initial setup?
It's pretty straightforward for me.
What other advice do I have?
I would advise others to just do their due diligence. I would rate it an 8 out of 10. It does what it's supposed to do with relatively little intervention on my part where I don't have to completely think about everything every step of the way. So, it's more or less intuitive.
Which deployment model are you using for this solution?
Public Cloud
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.
E-Commerce Business Partner at a tech vendor with 501-1,000 employees
One of the best solutions with a lot of interesting features
Pros and Cons
- "It is a very good tool. There are a lot of interesting features. It is one of the best solutions."
- "It could have a more user-friendly interface."
What is our primary use case?
It is for normal CRM usage. We are using it to manage our contacts and customer-related information.
What is most valuable?
It is a very good tool. There are a lot of interesting features. It is one of the best solutions.
What needs improvement?
It could have a more user-friendly interface.
For how long have I used the solution?
I have been using this solution for around one year.
What do I think about the stability of the solution?
It is very stable.
What do I think about the scalability of the solution?
It is very scalable, and it is very easy to add new users.
We have 200 to 300 users of this solution. We will expand its usage depending on our needs. If needed, we'll extend the number of users.
How are customer service and support?
Our administration team handles that. I never needed support from them.
Which solution did I use previously and why did I switch?
It was a company decision. We are a part of a bigger group, and in that group, we had Salesforce. It was also easy to deploy because we had a Salesforce specialist.
How was the initial setup?
I'm not an admin of this tool, so I don't know about its setup. In terms of its maintenance, it is provided as a SaaS service. Its maintenance is not our business. It is provided by Salesforce.
What other advice do I have?
I would definitely recommend this solution. Salesforce is very good. I would rate it a nine out of 10.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Good morning Alin,
Unfortunately we still don't know the reason for this break-down! But I got support the very same day.
BR,
Stefanie