We mainly use it for a CRM platform. We use Salesforce Service Cloud as a CRM.
Operation Management's at WhiteHat Jr
Love Salesforce's support team, facilities, and services
Pros and Cons
- "We are very happy with the support team from Salesforce."
- "I would like to add some bot features."
What is our primary use case?
What is most valuable?
We love Salesforce's support team, facilities, and services. Overall, the experience has been very good, and the team provided us with over six months of personal support.
A Salesforce support person was there for us, and they supported us for free. So, we blindly trust them. Based on my personal experience, it is a better option.
What needs improvement?
I would like to add some bot features. The bot feature is like an AI email response that I would like to add for easy and simple queries.
For example, if someone inquires about the breakdown of a price for a particular coding course, I would like to add a bot or AI function to automatically reply to those queries. So, I would like to have that automation tool for simple queries.
For how long have I used the solution?
I have been using Salesforce for eight months.
Buyer's Guide
Salesforce Service Cloud
April 2026
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: April 2026.
894,807 professionals have used our research since 2012.
What do I think about the stability of the solution?
If we find any glitches, which might happen once every few months, we directly email the support team, and they resolve everything very quickly.
We might see a glitch every two or three months then. It might happen, but most of the time, it works very smoothly and fine.
What do I think about the scalability of the solution?
There's the sales team, the operations team, the quality team, the fraud analysis team... Every department and the entire company uses Salesforce.
How are customer service and support?
We are very happy with the support team from Salesforce. That's why we like their services.
Which solution did I use previously and why did I switch?
I used Zendesk. Then, after cost-cutting, we started using Salesforce.
Salesforce is very cost-effective. That is the major reason. From my personal point of view, Salesforce integrates with Microsoft Excel. In Zendesk, we had to create manual reports, like associate login reports and data reports on how many tickets were solved.
Salesforce has an integrated Excel feature, so there's no need to download or create reports. Everything is integrated, and the report is shown on the dashboard. The biggest reason, however, is that Salesforce is more cost-effective than Zendesk.
So, we weren't set to choose Salesforce, and looked at other options.
How was the initial setup?
The initial setup is very easy. It's user-friendly.
What other advice do I have?
I would suggest others to discuss with the sales support team and share your requirements and what type of CRM you want. They will guide you better according to your necessity.
From my point of view, I'm very happy with it. It is easy for a beginner to learn to use this tool for the first time.
There's no other way to think about the service. I would rate it ten out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Enterprise Architect at a non-profit with 501-1,000 employees
Offers feedback input to CRM systems instantaneously and provides operational reporting features but needs improvement in backend connectivity
Pros and Cons
- "The instant input of feedback into the CRM systems by case management is one of the impactful features"
- "There are some issues with backend connectivity in Salesforce Service Cloud."
What is our primary use case?
Salesforce Service Cloud is used in our organization at the contact center and for presales working processes. The solution enhances customer support in our company by connecting to CRM solutions and enables the recording of case information of various accounts we manage.
What is most valuable?
All of the features of Salesforce Service Cloud we currently have in our company are useful. Our company is preparing to go live this year with Salesforce Service Cloud.
What needs improvement?
There are some issues with backend connectivity in Salesforce Service Cloud. For example, connecting it with your phone is troublesome. I expect the backend issues with the solution to get resolved before our company goes live with Salesforce Service Cloud.
The integration capabilities with varying phone operating systems should be improved. The vendor should upload every phone provider for development and delivery. The future version of Salesforce Service Cloud should have social media integration capabilities. The text integration feature should be improved; presently, it is quite expensive to avail compared to other routes.
Delivering to every channel in a phone is an ideal feature, but customers are not willing to pay a fortune for it.
For how long have I used the solution?
I have been using Salesforce Service Cloud for two years.
What do I think about the stability of the solution?
I would rate the stability an eight out of ten. It's a stable product with features that are easily integrated with third-party tools and can be accessed through other platforms.
What do I think about the scalability of the solution?
I would rate the scalability a seven out of ten. Around 30 professionals in our company use Salesforce Service Cloud, and we plan to increase the number of users in the future.
How are customer service and support?
Their support is excellent. A huge set of information is available over the internet. There are trailblazer accounts available to learn about the product. They are always there to help you with any issues. I would rate the tech support a nine out of ten.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
In our organization, we are also using a different solution as the common integration issues with Salesforce Service Cloud persist. When the integration issues with Salesforce Service Cloud are resolved, the telecom provider's service in our company will probably also improve, and we will be able to use the backend agent seamlessly.
How was the initial setup?
I would rate the initial setup of Salesforce Service Cloud as six out of ten. The setup process of Salesforce Service Cloud is slightly more difficult than traditional CRMs. The solution is built for customization and can be implemented in partial or full-blown mode. Configuration of Salesforce Service Cloud can be complex in some cases.
The solution should include different packages of add-ons to allow third parties to deliver specific packages and build interfaces. It's very difficult to integrate certain features of third-party tools with Salesforce Service Cloud.
The design and delivery of the customized version of Salesforce Service Cloud have already taken a year for our company, and another six months are needed for complete deployment before the solution can go live.
Our company useds CI/CD processes to deploy Salesforce Service Cloud. In our organization, we prefer to test solutions in different dedicated environments and then deploy the product in another. The CI/CD processes make the deployment seamless by removing several manual tasks. The usage of CI/CD in deploying Salesforce Service Cloud is vital.
Our organization requires about 20 professionals to deploy and maintain Salesforce Service Cloud. The solution is developed in our organization using system integrators.
What was our ROI?
Our company expects improvements in sales, retention and the offer to market duration with Salesforce Service Cloud.
What's my experience with pricing, setup cost, and licensing?
Salesforce Service Cloud is a highly expensive solution. I would rate the pricing an eight out of ten. The price is justified by the reputation of the vendor.
What other advice do I have?
The instant input of feedback into the CRM systems by case management is one of the impactful features of the solution for customer service workflows. The aforementioned features facilitate proper lead management through enhanced visibility into workflows.
Our company uses a basic version of Salesforce Service Cloud and plans to upgrade to a higher version later on. Salesforce Service Cloud is going to run alongside the conference center phone solution in our organization and will be integrated soon.
The solution is used for operational reporting, and our company's finance application is implemented through the Salesforce platform. The Mibi and user analytics are carried out using Tableau in our organization. I would rate Salesforce Service Cloud as seven out of ten. I would advise others to do extensive research and identify problems other users have faced with the solution.
Channel communication with telecoms and CRM integrations are the industry trends addressed by the solution.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Salesforce Service Cloud
April 2026
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: April 2026.
894,807 professionals have used our research since 2012.
Lead Digital Transformation at Kohler Co.
Helped address customer complaints and aligned my company with the industry's best practices
Pros and Cons
- "The three major pillars of Salesforce Service Cloud are the SSL, Chatter, and the Dispatcher Console, which routes calls to the technicians."
- "Salesforce should include maps as a default offering so that, as a customer, I can view where the technician is on the geographical map."
What is our primary use case?
I'm an internal consultant, implementing the solution for my current and previous companies. At my company, we have a contact center where the customer calls for the repair or the service of their product. Once that call lands at the call center, the agent supports the customer to solve their query. If the agent fails to support them, the agent transfers the call, creating a case in Salesforce allocated to a technician. The technician then visits the customer's house, solves product issues, and closes the case in Salesforce. Based on that, the technician raises the customer's claim, their money.
What is most valuable?
This solution has customer 360 features. I can leverage Salesforce to connect with my customers for the service and sales operation. Therefore, one of Salesforce's benefits is the centralization of data. Salesforce already has predefined objects and the best practices built into the system, allowing customers to manage change with the industry's best practices. That is how we have leveraged the business office desk's new best practices using Salesforce. Another benefit is that the solution is very quick to implement. We have gone live with Salesforce within six months, with seven years of legacy data.
The three major pillars of Salesforce Service Cloud are the SSL, Chatter, and the Dispatcher Console, which routes calls to the technicians.
What needs improvement?
Salesforce should include maps as a default offering so that, as a customer, I can view where the technician is on the geographical map. Right now, it comes with an additional cost. Salesforce does not have a global tie-up with maps.
Moreover, reports need to be improved. Their sources have very standard and basic reports, sometimes not solving the business operations issues. And we have to move toward an analytical tool or some other tool. Reports are the weakest area of Salesforce.
For how long have I used the solution?
I've worked with Salesforce Service Cloud for more than four years.
What do I think about the stability of the solution?
The solution is quite stable. I rate its stability around eight out of ten. Sometimes, we might face issues when connecting Salesforce with some other system in the interfaces. However, within Salesforce, it's not a problem.
What do I think about the scalability of the solution?
I rate the solution's scalability a nine out of ten. Salesforce is very scalable because Salesforce has a global upgrade. Whenever a new feature is added to Salesforce, it gets updated for all customers across the globe.
We have more than 2,000 users. The solution is 100% adaptable and used daily. We plan to increase usage in the future.
How are customer service and support?
Sometimes, tech support fails to solve the issue, but that is the rarest of rare occurrences. And whenever they fail to solve the issue, they consider it a backend issue and plan it for the next release.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We previously used Microsoft Dynamics. We switched to Salesforce because of its scalability and its new best practices. Those are the two major reasons.
How was the initial setup?
I rate the solution's initial setup process a nine out of ten because it is easy. It took six months to implement the solution. Separately, preparation and deployment take two and six months, but when done in parallel, it takes six months. The deployment process first requires us to migrate your data from the current system to another system. Then, we need to create the structures of the objects and the design models within Salesforce. We need to prepare the data by mapping the data fields from the old system to the new system, and then we prepare the modules. We do the master setup within Salesforce. Then, we migrate all data into the new system from the old system as phase one. After migration, we create the validations and rules for the data for the business operations. Then, we move this entire chain set to the production environment, which is available for the users who proceed with training.
What about the implementation team?
We had partners to do the implementation and worked with different partners. We required around 20 to 25 people to implement the solution in totality. After that, we now need two to three people to maintain the solution.
Which other solutions did I evaluate?
We considered Microsoft 365 and SAP.
What other advice do I have?
I rate Salesforce Service Cloud a nine out of ten.
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: My company does not have a business relationship with this vendor other than being a customer.
Senior Architect Engineer at a consultancy with 1-10 employees
Helps to track the entire customer journey from lead to account or opportunity
Pros and Cons
- "The main benefit of Salesforce Service Cloud is that everything is in the cloud. We can track the entire customer journey from lead to account or opportunity. The CRM is in the cloud, while the financial transactions are in NetSuite. By integrating these applications, we get a complete view of the business. Some integrations are event-driven, while others are batch integrations that run at scheduled times. We also build reports using our in-house analytics tool to help leadership make decisions."
- "We're seeing a lot of automation and AI enhancements for improvements. This helps answer simple questions without manual intervention, saving time. We can improve by automating more of our solution-building process. Salesforce Service Cloud is a SaaS (Software as a Service) solution. It's constantly evolving, and we're always looking for ways to improve our use. The cloud services we use include CRM (Salesforce), financial (NetSuite), and people (Workday). These services are becoming more automated, with a lot happening in the AI space. We do a lot of modeling ourselves to find answers to questions, and our product team has introduced some AI enhancements."
What is our primary use case?
I've been using Salesforce Service Cloud for a long time. We're integrating it and using it. For Salesforce Service Cloud, we have use cases like integrating invoices, products, and sales orders between the tool and NetSuite. When an opportunity is won, the transaction happens in NetSuite. We must integrate these systems for a 360-degree view that our C-suite needs. It's an event-driven process with automation. When an order executes in Salesforce Service Cloud, it creates an order in NetSuite. We then need to tie back subscription IDs and order IDs to the solution.
What is most valuable?
The main benefit of Salesforce Service Cloud is that everything is in the cloud. We can track the entire customer journey from lead to account or opportunity. The CRM is in the cloud, while the financial transactions are in NetSuite. By integrating these applications, we get a complete view of the business. Some integrations are event-driven, while others are batch integrations that run at scheduled times. We also build reports using our in-house analytics tool to help leadership make decisions.
What needs improvement?
We're seeing a lot of automation and AI enhancements for improvements. This helps answer simple questions without manual intervention, saving time. We can improve by automating more of our solution-building process. Salesforce Service Cloud is a SaaS (Software as a Service) solution. It's constantly evolving, and we're always looking for ways to improve our use. The cloud services we use include CRM (Salesforce), financial (NetSuite), and people (Workday). These services are becoming more automated, with a lot happening in the AI space. We do a lot of modeling ourselves to find answers to questions, and our product team has introduced some AI enhancements.
What do I think about the stability of the solution?
Regarding stability, it's robust, with no noticeable data latency, whether we use external tools or Salesforce Service Cloud's in-house technology for data integration. Nothing stands out as a bottleneck to me.
What do I think about the scalability of the solution?
I find Salesforce Service Cloud pretty scalable. Salesforce has taken care of a lot of custom needs by itself. I've been working with that cloud for a while now. For email marketing, they offer ExactTarget. For real-time sync, they have Heroku connectors. For AI-driven dashboarding, it has Einstein. If you want customized dashboarding and analytics reporting, it has Tableau. They're the market leader for CRM. Most of their services are scalable, as far as I understand.
How are customer service and support?
I haven't used technical support extensively, but from what I hear, they respond to tickets on time.
How would you rate customer service and support?
Positive
How was the initial setup?
Tools like Fivetran make deployment easier. They take care of many deployment issues—we just have to plug and play. It also makes the developer's life easier, as they don't have to build connectors or create schemas. We're also developing in-house capabilities for deployment by creating our own CI/CD pipeline for apps. We're trying to reduce our reliance on outside solutions or integrators, but we can still improve in this area.
What was our ROI?
The return on investment is high, but it depends on the company's size, data volume, and transaction volume. For companies that want to save time and ensure the reliability of their data and insights, paying the premium can be worth it.
What's my experience with pricing, setup cost, and licensing?
Salesforce Service Cloud is expensive. I worked with ExactTarget over five years ago, and it was quite pricey then. Not everyone could afford it. Salesforce has different tiers for different kinds of users. It's expensive considering their features and services, but they offer best-in-class solutions.
What other advice do I have?
I rate the overall solution a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Integrator
Director, Technical Architecture at a tech vendor with 10,001+ employees
Accelerates time to market and streamlines workflows through automation
Pros and Cons
- "Salesforce accelerates time to market and streamlines workflows through automation. Integrating with other software systems, such as HR or ERP platforms, allows for seamless data exchange and enhances efficiency."
- "Since customization can increase the cost from an implementation standpoint, we focus on showcasing Service Cloud's built-in features and possibilities."
What is most valuable?
Salesforce accelerates time to market and streamlines workflows through automation. Integrating with other software systems, such as HR or ERP platforms, allows for seamless data exchange and enhances efficiency. Organizations can leverage the integrated data for various purposes by integrating Salesforce with these systems. For instance, if a company’s user base is managed in an ERP system like SAP, Salesforce can access this data along with its inherent relationships. This integration provides sales teams valuable insights, such as customer types, business relationships, and past interactions. Consequently, sales professionals gain a comprehensive view of their prospects and customers, enabling them to make more informed decisions and improve their performance.
What needs improvement?
Our job is to listen to the client's needs and provide the best solution. We aim to present a packaged, commercially viable solution that minimizes customization. Since customization can increase the cost from an implementation standpoint, we focus on showcasing Service Cloud's built-in features and possibilities. We encourage clients to use the out-of-the-box capabilities as much as possible. We would direct those questions to Salesforce's customer support or advocate if further clarification is needed.
For how long have I used the solution?
What do I think about the scalability of the solution?
It is very scalable because they are built on the cloud.
How was the initial setup?
Deployment is straightforward, but there can be challenges related to data mapping and import. For example, specific fields in Salesforce might be mandatory, while the corresponding fields in the source system are optional. This discrepancy can make data mapping complex. These issues are more technical than business-related and need to be addressed as they arise during deployment.
What was our ROI?
ROI is good, but there are many challenges. Sales and marketing processes are not as simple as some IT challenges.
What's my experience with pricing, setup cost, and licensing?
Salesforce offers a comprehensive solution that might appear extensive in pricing. However, potential customers need to see how it can benefit their business. Salesforce must demonstrate its value by helping small, medium, or large businesses improve operations and see measurable revenue benefits. Many large companies have already adopted it, but the focus should be on how it can provide a positive return on investment and drive growth for businesses of all scales.
What other advice do I have?
To implement Salesforce Service Cloud, it's essential to have a clear and detailed project plan. If the requirements are well-defined and mapped out, the technical team can follow this plan to execute the implementation. However, the technical team may struggle to deliver the solution if the requirements are unclear. They need a comprehensive list of technical tasks and requirements to ensure they can address all aspects of the project. Without this clarity, simply knowing the business needs and high-level client requirements is insufficient for the technical team to execute the project.
If their business has the potential to scale or expand and generate more revenue. People have more time on their hands if many things are automated.
Overall, I rate the solution a seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Senior Salesforce Engineer at a computer software company with 10,001+ employees
Helps to handle customer questions and issues through email, social media, phone calls, and chatbots
Pros and Cons
- "The solution is a great product. It's hosted on a platform that offers various features, such as email, social media, phone calls, and chatbots. You can connect with customers through any of these channels."
- "We've started using a couple of AI engines. I believe there's room for improvement there. For instance, when an agent receives a message like "My order is stuck midway, and the delivery guy isn't responding," there should be a pre-populated recommended response on the agent's screen. Instead of crafting a custom reply or searching through knowledge articles to find the delivery guy's contact, this should be the process."
What is our primary use case?
We use Salesforce Service Cloud for customer service at an American apparel brand. It helps us handle customer questions and issues. Customers can contact us through chatbots or phone for order status or cancellations. If the issue is complicated, our agents step in to help.
What is most valuable?
The solution is a great product. It's hosted on a platform that offers various features, such as email, social media, phone calls, and chatbots. You can connect with customers through any of these channels.
Salesforce Service Cloud constantly evolves with quarterly releases that address feedback and introduce improvements. Updates are regularly published publicly to keep users informed about the enhancements. This continuous improvement cycle ensures that the product stays updated and resolves ongoing issues, improving it with each iteration.
What needs improvement?
We've started using a couple of AI engines. I believe there's room for improvement there. For instance, when an agent receives a message like "My order is stuck midway, and the delivery guy isn't responding," there should be a pre-populated recommended response on the agent's screen. Instead of crafting a custom reply or searching through knowledge articles to find the delivery guy's contact, this should be the process.
The solution's omnichannel routing feature is difficult and tricky to manage.
For how long have I used the solution?
I have been using the product for three years.
What do I think about the scalability of the solution?
My company has more than five customers.
How was the initial setup?
The ease of setting up and deploying Salesforce Service Cloud depends on the features you're utilizing. If you're focusing on basic functionalities like case creation and case lifecycle management, it's relatively straightforward. However, complexity increases as you delve into additional features like omnichannel, managing multiple agents, using multiple territories, etc. The more you add, the more intricate it becomes.
What's my experience with pricing, setup cost, and licensing?
The solution is priced at 50 dollars a month per user.
What other advice do I have?
Whether you should use Salesforce Service Cloud depends on various factors. Before diving in, it's crucial to analyze the product's cost, feasibility, and fit with your current setup.
Salesforce Service Cloud has significantly improved the customer service workflow over time. Initially, there were limited channels like emails, but as customer needs evolved, more channels were introduced, along with numerous functionality improvements.
I rate the tool a nine out of ten. It is one of Salesforce's best products.
Disclosure: My company has a business relationship with this vendor other than being a customer. customer/partner
Director - Customer Experience at a consultancy with 10,001+ employees
Offers real-time intelligence, stable product and improves interactions with customers in service environments
Pros and Cons
- "It is a stable product."
- "Knowledge Management platform could use some intelligence improvements. Data mining techniques for recommending the most relevant knowledge articles would be beneficial. Currently, that selection process is more administrative. AI could be used here."
What is our primary use case?
I'm a system integrator implementing the product for other companies. Typical use cases involve improving interactions with customers in service environments. This could be either a call center setup or using field service agents to service products on-site.
How has it helped my organization?
It is straightforward to integrate Service Cloud with third-party tools or other systems.
In most cases, we use MuleSoft as the integration technology when a direct API integration is needed.
What is most valuable?
I'm seeing more investment in real-time intelligence. This utilizes data, AI technologies like bots, and solutions like Customer 360 to interpret data in real time. This helps agents resolve customer interactions faster rather than having to navigate through multiple applications.
What needs improvement?
There are a few areas of improvement.
- One area for improvement could be in the speed and accuracy of analytics, particularly around resolving cases. There's room to enhance SLA (Service Level Agreement) management as well.
- Secondly, the Knowledge Management platform could use some intelligence improvements. Data mining techniques for recommending the most relevant knowledge articles would be beneficial. Currently, that selection process is more administrative. AI could be used here.
- Finally, within Field Service, it would be great to see better asset and inventory management capabilities built directly into the application.
For how long have I used the solution?
I have been using it for seven to eight years.
What do I think about the stability of the solution?
It is a stable product. It has been in the market for quite some time, so it is a stable product.
What do I think about the scalability of the solution?
I would rate the scalability a nine out of ten. It is pretty easy to scale.
It is suitable for medium and enterprise-level businesses.
How are customer service and support?
The customer service and support are pretty responsive. The processes are quite established. So, I didn't face any challenges with the support.
Which solution did I use previously and why did I switch?
There is ServiceNow. People think it is cheaper. But it is suitable for small organizations.
Large organizations prefer Salesforce.
How was the initial setup?
The initial setup is very easy.
What's my experience with pricing, setup cost, and licensing?
I would rate the pricing a five out of ten. The licensing is flexible. Companies pay for what they use.
However, a company with very small needs might find it difficult to justify the cost. Overall, it's in the medium price range.
What other advice do I have?
Overall, I would rate the solution an eight out of ten. I would recommend it to other users.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Integrator/Partner
Enterprise Architect at Optus
Used for campaigns, decision-making processes, and order submissions
Pros and Cons
- "I don't have the specific details, but I'm aware that Salesforce is used for campaigns, decision-making processes, and order submissions. I'm currently in the learning phase and not familiar with all the details."
- "I'm not deeply engaged with this team, so I don't have extensive experience with it. As you mentioned, I haven't used it much yet, so my experience is limited."
What is our primary use case?
Our main use cases for Salesforce involve order submission and managing the shopping cart. Additionally, we utilize various modules, including the Salesforce Service Cloud, for our online channels. The platform is instrumental in submitting orders and seamlessly integrating them into downstream systems.
What is most valuable?
Salesforce is used for campaigns, decision-making processes, and order submissions. I'm currently in the learning phase and not familiar with all the details.
What needs improvement?
I'm not deeply engaged with this team, so I don't have extensive experience with it. I haven't used it much yet, so my experience is limited.
For how long have I used the solution?
I have been using Salesforce Service Cloud for two years.
What do I think about the stability of the solution?
The level of stability depends on the deployment. I'm not familiar with all the details, whether it's a self-service or managed deployment, on-premise or in the cloud. As a newcomer, I'm still learning, and I may not provide accurate feedback on these aspects.
What do I think about the scalability of the solution?
Salesforce operates on a metadata-driven architecture, not a microservices-based one, which limits its scalability. I would rate its scalability at a 7.
How are customer service and support?
I've only been with the company for a few months, and I'm not familiar with the support.
Which solution did I use previously and why did I switch?
The suitability of Salesforce depends on the specific use case. Salesforce offers a wide range of functionalities, including campaigns, e-commerce, and more. Broadleaf, on the other hand, is specifically designed for e-commerce. The choice between them depends on the company's needs and preferences.
What other advice do I have?
Overall, I would rate it 7 out of 10.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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