What is our primary use case?
My overall experience in this current field I am working spans different areas. One area is for service management, contact centers, BPOs, and customer relationship management. Others are for sales, lead tracking, and opportunity tracking. I have built systems which are used for specific purposes like disruption management within the aviation industry, COVID helpdesk support, and various use cases on Salesforce.
I have also built chatbots for checking the status of bookings, ticketing, and banking. Additionally, I have worked on analytics for customer data profiles, social media listening, and marketing reach-outs.
How has it helped my organization?
Salesforce Platform positively impacts my organization by structuring the way that my team operates, whether it is a sales organization or a marketing organization. It also brings the ability to quickly modify to business needs whatever the action may be. The analytics pieces give us a lot of insights into how our customer journeys as well as our internal workforce KPIs are being met. It is very useful in terms of running operations.
What is most valuable?
The best features of Salesforce Platform that I appreciate are that it is very configurable and easy for both developers as well as customers to use. It integrates with a very large number of systems and solutions, so I can bring in a lot of data from systems of record. I have workflows which are easy to configure in a drag-and-drop way of doing it. With the agent-tick and all, I have the ability to do quite a lot of virtual automated work. The analytics is also very good, so it is a complete set of functionality. Different use cases, whether it is customer service management, sales operation, or marketing operation, add value to quite a lot of other areas.
What needs improvement?
I see room for improvement regarding financial operations and FinOps. If they are not being controlled correctly, Salesforce billings can get huge. They charge for everything: license costs, storage costs, and transaction costs, and it can really end up blowing budgets if it is not controlled. Those controls should be something that is easy to manage. With Salesforce, it is pretty difficult to manage unless you are a very advanced user.
Normal regular users may not be able to keep the costs in control. This ends up resulting in bill shocks where you suddenly receive a bill which you may not be expecting.
For how long have I used the solution?
I have been using Salesforce Platform for almost eight to ten years.
What do I think about the stability of the solution?
Deployment for Salesforce Platform does not take much time. Deployment is not very difficult. The work to roll it out takes a few weeks to do the changes, sometimes days, sometimes weeks, and sometimes hours. The deployment is very quick and hardly takes any time to deploy. A few hours after all your testing, you can deploy.
How are customer service and support?
Technical support from Salesforce can get a little bureaucratic at times because the company has grown very much without keeping too many people in the support side. If I have an enterprise-grade, large contract with them, then they actually charge me for that support, and they are available. However, if I do not have that kind of support model in place, then I can get sent back and forth.
Based on my experience with support, I would rate them from one to ten as I think companies like Microsoft and AWS, especially Microsoft, have a much better support model than Salesforce. However, they spend more on that. Salesforce has a commercial model where I actually have to pay for the support.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
I work with Zoho CRM, as I work across the board with multiple CRMs. Zoho is one of them.
How was the initial setup?
Deployment of Salesforce Platform is one of the easiest as I did not actually face any challenges. Salesforce is one of the easiest platforms to do any new development. It is just important to ensure that your CapEx and OpEx are in control. That is where it gets challenging. You need to ensure you have the controls in place to ensure your ROI is there. Otherwise, sometimes the cost can escalate if you do not use it correctly.
What about the implementation team?
The number of people usually involved in the deployment process from my side depends on how complex your setup is. For certain enterprise customers, I have different environments, different ways of setup, and different user groups. It depends on the complexity of the environment and the use case that I am doing.
It can range from one person to five people or more based on the use case. If I have to do a lot of administrative setups like role-based controls or different environments, it can go up to four or five people on it, or it can be one person just rolling it out.
Which other solutions did I evaluate?
I work with Zoho CRM, as I work across the board with multiple CRMs. Zoho is one of them. I utilize not just the CRM, but the whole suite of products.
What other advice do I have?
I have extensive experience with Salesforce Identity, although I have been in the middle of something about Salesforce Identity and cannot speak more about it currently due to customer confidentiality. I am not specifically focused on Salesforce Identity as a separate module.
I am using the Service Cloud, Sales Cloud, and all of those offerings, but Salesforce Identity is not a module I have extensively worked with. I have huge experience with Salesforce Platform, having built solutions on it and delivered solutions. I have done sales work, service work, and built service solutions, and I have done quite a lot of various implementations.
AI-driven analytics is very important to me because AI and analytics are the most important factors today. They help to transform how operations work, how customer journeys are responding, and how I actually reach out and engage with customers. Even from an opportunity perspective, how we go to market, I leverage AI and analytics to do quite a lot of research and custom outreach. It is very important.
The strength of Salesforce is that it brings enterprise-grade security out of the box, so that costs can be justified to large enterprises. For smaller businesses, the per seat cost or per license cost can get exorbitantly high. At that point in time, it can get challenging to use Salesforce for the solution.
I do utilize Salesforce drag-and-drop tools, but I am not a developer. I am more of a business leader who has a developer vendor, so the developers do use them. That is what is very useful because Salesforce has a lot of drag and drop functionality, which is why it is so popular.
I have used the AppExchange feature as we have built apps and published in the Salesforce AppExchange. We have also consumed certain apps within our solutions that we have delivered to internal customers as well as external customers.
Integration with third-party tools is one of the strengths of Salesforce. It is quite easy to integrate with quite a lot of other tools. That part is quite flexible whether to use third-party integration options or to use something like MuleSoft or directly create adapters to do custom integrations. Salesforce is very flexible.
I would rate this review an eight out of ten.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other