Salesforce Platform Reviews

We primarily use the solution for the CRM.

It is a great platform. It's definitely an improvement from the GCP application that we were using previously.

The issue that my company has is, say, for instance, a user is dealing with more than one member in the system and they're looking up over five members. Once they hit the fifth member, it goes down. It crashes. This only happens when one of our customer service agents pulls up multiple members at once.

When we're documenting information such as notes, and so forth, if we were to go back to the same case all notes go missing. It's not great for documentation purposes as the CRM is losing our notes. This can be a big issue for the company especially if the provider has called and said they want to check on a specific case where the notes were lost. I need to review what's sent over. We've had customer service go back to a case number to seek those notes out, however, the CRM really should be able to just keep them in their system properly.

We have been using the solution since 2018. It's been a few years at this point.

The stability isn't the best, especially if you are looking at multiple member profiles at the same time. If you open more than five, it crashes the system.

We used to use a GCP application and we switched to this product in 2018. We find it to be a much better CRM overall.

I'd rate the solution at a five out of ten. If it didn't crash or lose notes, I would rate it higher. However, it is a pretty good CRM.

Its stability, performance, and usability are most valuable.

Its documentation and price should be better.

I have been using this solution for three years.

It is stable.

It is scalable. We have 10,000 users of this solution in our organization.

Their technical support is very good.

We were using Microsoft Dynamics, which was server-based. We were looking for a cloud-based solution, and we went for Salesforce.

Its installation is straightforward.

It is deployed by our admin. We have 20 people for deployment and maintenance.

It is very expensive. Its licensing is on a monthly basis.

I would recommend this solution to others. I would rate Salesforce Platform an eight out of ten.

We are using this solution for follow-up of sales opportunities. We are using Enterprise Salesforce.

The activities, opportunities, follow-up of the opportunities, and business tracking are valuable features. It provides everything that we need. It works pretty well.

In terms of features, for our business needs, we have more than enough right now. There is nothing that we are missing or would like to add. They can maybe share some best practices so that when you are starting, you can stick to a good process, and you don't have to think so much about the process that you want or your CEO or CMO wants. The process should not be based on one person in the company. Having some best practices will make it easier to get started. These best practices can be based on what has worked for others. Its basic version is pretty simple, and the customizations are up to the companies, which can make startups like ours lose a lot of time in figuring out what all stakeholders want rather than what would work.

I have been using this solution for four years.

It is very stable and works very well.

We have scaled it, and it works pretty well. It has good scalability. We have around 50 people in our organization who use this solution.

I have not used technical support. It is very stable, and most of the issues were at the user level. Therefore, I did not need any advanced technical support for this.

It is pretty easy to set it up. The first version came out in two weeks.

Before using this solution, you must make sure that your processes are very clear. You should know what do you want from the CRM and what outcome you are expecting. The CRM itself is very easy to use and deploy, but you can also make mistakes while going back and forth. If you don't have complete clarity of what you want from the business standpoint, you will lose valuable time in customizing the stuff that is not required. You will end up measuring stuff that you don't really care about. That's why you need to know your needs and the outcome that you're expecting.

I would rate Salesforce Platform a nine out of ten.

We have five sales people, we are primarily using Salesforce to manage opportunities.

It has definitely improved how we function. 

Salesforce is a pretty cumbersome product. It's a product that you need to spend quite a bit of time customizing to your unique business model. Unless you have somebody in house that knows it really well, you're better off spending money with a consultant to get what you need. It's a very powerful platform. You can do a lot with it, but you need to spend the time with it. 

That's not necessarily a negative. It's just a large, monolithic application that you need to spend time customizing. You could be in the middle of updating something and think, "Wow, it'd be really nice if I had this widget or if I had this drop down." Because none of us are experts on it, somebody may go off and spends exorbitant time to find out how to implement this feature or make that customization. 

I have been using the Salesforce platform for six months. 

Salesforce is a stable solution. We have not had any issues with it. 

Salesforce has massive scalability potential. 

We have never had to use the Salesforce tech support. 

The initial setup was pretty straightforward. 

The advice I would give regarding Salesforce is plan to spend customization money on it. You have to really customize it to make it work for your business.

It is a fairly useful and user-friendly tool for salespersons. It is very extensive and flexible. You can customize it for your needs, and you can use whatever you want. I like Salesforce.

Getting reports in Salesforce is sometimes a little bit difficult. You need to do a lot of things to get detailed reports. This feature can be improved. Its price can also be improved. It is currently expensive.

I have been using this solution for eight years.

It is stable. I didn't experience any bugs or limitations with Salesforce.

I have never contacted them. Our IT guys contact them.

I don't do the setup, but I can say that it was user-friendly.

It was done by our IT guys.

It is expensive.

I would recommend this platform to others. I would rate Salesforce Platform an eight out of ten. It needs better pricing and reporting.

We use the product for management processes such as grading sales orders, including all the KPI for the sales team to close negotiations. I'm head of IT and corporate process and we are customers of Salesforce.

Now that mail and other communications have been automated by Salesforce, we have seen a 60% increase in efficiency levels. In addition, we improved 30% of the analysis of the KPIs in the sales team.

The value of this product to us is the seamless experience and having a fully integrated solution with all the market solutions. Salesforce also have a lot of partners with product teams for major project support. There are continuous improvements to the platform. Each day we find new functionalities or reports and it's very good for the team.

The solution is very expensive compared to CRM solutions. It requires a lot of configuration that could make it difficult for some people. We are lucky to have a partner helping us. In addition, the license together with the cost of implementation, makes it very expensive. In some cases it's good to be modular, but in this case each time you want to integrate something, there's an additional cost. If you want to integrate with Office 365 you have to pay; if you want a seamless process with the marketing team or the accounting team, you have to pay. Right now our process is good and we can do anything we need but we may need something more in the future. 

I've been using this solution for six months. 

We haven't had any issues with stability. 

Scalability is great, we can do anything we want. Again, you have to pay for it but scalability is good. If you want to add processes, functions, area, additional information, it's very good.
For now, we have the sales manager and the principal sales team using the solution. Marketing and other users don't have access yet. 

Customer service responds very quickly, within a few minutes. They will respond with a solution within about three hours. 

The initial setup was okay because we paid for the configuration using an external partner and we didn't have the internal resources for that. We defined the process and all the designs with the partner in the first week. It then took another month to define the environments and some functionalities. The process took a total of five weeks. We currently have one IT leader who spends about 20% of their time on it and then an admin who spends about 10% of the day making changes and administering. We are going to increase usage in the coming year in the sales team and maybe increase some functionality.

My advice is to consider in detail what you are acquiring because you might not get everything you need in the initial quote provided by Salesforce. It's tricky and the price will be high. 

We don't plan to replace Salesforce but we're looking at other ERP solutions to integrate with Salesforce. 

It's important to understand what you need for the short, middle and long term. Salesforce is a huge platform and might provide a level of functionality that you don't need. I would highly recommend implementation with a partner. It simplifies the process and if a company doesn't have the resources or people to administer the platform, it can effect the outcome. It's good to have a Salesforce administrator to assist when you need help. 

I rate this solution a nine out of 10. 

I primarily just log into the platform and approve some of the entries which are there. I know there is a marketing aspect as well, however, I don't use it that much.

The reporting of the solution is excellent.

The dashboards are excellent. They are very clear and easy to understand.

The entire solution is very customizable and you are able to add many functionalities.

There are very good analytics capabilities.

The solution is easy to use. All of the UI is great. You can navigate it with ease.

The workflow process is fine. We haven't had any issues surrounding that aspect.

The solution should keep adding features. They've continued to develop a lot of functionality over time with their additive approach to developing the product.

There needs to be more documentation. They need to make it easier to find what you need in order to get help and solve problems.

Technical support could be more responsive.

The solution could increase the number of plug-ins on offer. They should have ready-to-go modules that can just be added at any time to increase the capabilities in a number of directions.

I've been using the solution for one and a half years at this point. It hasn't been that long.

The product is very stable. The performance is good. There are no bugs or glitches. It doesn't crash or freeze. It's reliable.

You can add small functionalities, so it's scalable. If a company needs to expand it, it can do so. You can customize it to add to it in many ways.

We have about 200 people who use it in our organization.

The technical support has been good. That said, likely the lead time to resolve issues can be a bit quicker. Definitely, they do a good job in correcting some of the problems that we face, however, the time it takes to resolve the problem can be quicker. They're okay overall.

I did not handle the implementation process. For us, the solution comes pre-installed. The IT team installs it on our computers you can probably go to a site and then log in on the cloud.  I do not have much knowledge about the setup and deployment.

We are customers and end-users of the product.

It's my understanding that we are using the latest version of the solution. I don't know the exact version number.

I'd recommend the solution. It's worked well for us overall.

I would rate the solution eight out of ten.

We are using it as a standard CRM solution for sales and marketing. We are using the lightning version.

The standard sales and marketing tools that Salesforce provides on the platform are the most valuable.

It would be better if they can add more from the pricing and functionality perspective. It is very expensive. I would be more than happy if they drop the prices. From the licensing perspective, if they can add more functionality, I would be more than happy.

I have been using this solution for three years.

It is stable.

We're basically a small company. We didn't have any requirements for growth. We have around ten people who are using this solution.

We have not contacted them.

It is straightforward, but it is an ongoing implementation. It changes depending on our usage and use cases. It also changes depending on the changes in the market, customers, and so on.

It is expensive. Licensing is on an annual basis. 

I would recommend this solution. I am using it, and I am happy with it. I don't see any major issues. It is a great platform. 

I would rate Salesforce Platform an eight out of ten.