Salesforce Platform Reviews

I primarily use Salesforce for tracking opportunities, sales activities, and providing high-level dashboards on each opportunity stage.

The solution provides good control on opportunities, allowing me to see our progress and next steps clearly. This organization improves our ability to manage sales-related activities effectively.

Salesforce offers control over the opportunities to see where we are and gives me high-level dashboards on each opportunity stage. It also allows for streamlined tracking of sales activities.

Salesforce could improve by adding more capabilities to the dashboard, such as additional fields for more filters and more control over what I would like to see. More options for the dashboard would be beneficial.

I have used Salesforce Platform for about 11 months.

Sometimes it would be a little bit slow, however, it's manageable.

It is scalable enough.

I cannot rate technical support. I did not open any case with them.

I have not used previous solutions within this context.

There is no initial setup needed as it is a cloud-based solution.

This task is managed by the IT team, not by me personally.

I'd rate the solution nine out of ten.

I have been working mostly for the automotive industry over the last four years. Within that, I have been associated with after-sales, customer care, new business development, and customized solutions for specific areas of business, either in customer care or sales.

There are improvements when you can integrate a multi-team process by automations. Many features in Salesforce allow you to automate processes. The trend right now is to use what they call out-of-the-box functionality with flows to optimize processes. This is the current trend. 

They are also starting to use artificial intelligence in agents to automate customer care bots, mostly. That part is new and still has to prove its mettle.

Stability of the platform is important, as are security and flexibility. The out-of-the-box functionality covers 70% to 80% of the most common scenarios that a client has in sales, customer care, and service.

Identification management systems integration should be easier. This is one of the current problems as different customers have different identification management systems, and integrating Salesforce with external corporate systems is challenging. 

Additionally, development for mobile platforms could be improved, as the current versions are not good enough.

I have been using it for 15 years.

It's a very stable system. I would rate it a nine out of ten.

I would rate it at eight out of ten.

Support is not the strongest point. I would rate it at six out of ten. When the issue is technically challenging, the first and second level support don't have solutions for truly technically challenging problems, even if they are Salesforce related.

Neutral

I would rate the initial setup at nine. It's one of the easiest platforms to set up.

The cost is reasonable for the corporations I work for. I would say an average would be around $100 per month per user.

The best advice is to fully understand your business and your processes, then see how Salesforce fits. Have a good consultant at the beginning, even before you spend money.

I'd rate the solution nine out of ten.

Our primary use case for this solution is lead management, mainly B2B as I don't think it's that good for the B2C model.

I would say that compared to our previous CRM, Salesforce helped us improve our lead management and lead assignments like location, performance, and other factors. We are able to automate the process quite smoothly with SalesForce and it helps us a lot.

The most valuable features for me were the comprehensive reports. I like using the reports feature, but also the fact that we are able to have a smooth process when it comes to leads and opportunities. Opportunity management is a good feature.

I think that Salesforce can improve lead management when it comes to B2C. I would like to have more features specifically related to the B2C segment. The current process where you create a lead that's in the B2C segment and it creates an account makes no sense. 

In the next release, I'd like to see the opportunity to send text messages and actually call customers from Salesforce.

I would rate the stability of this solution a seven, on a scale from one to 10, with one being the worst and 10 being the best. The reason for this rating is that sometimes the platform can be slow.

I would rate the scalability of this solution a seven, on a scale from one to 10, with one being the worst and 10 being the best. We have about 30 users of this solution in our company with plans for scaling.

I would say that the initial setup process was complex. We haven't been able to have all the resources available for this, so we had a Salesforce admin help us. I would say it takes about five or six people to deploy this solution.

We have seen a return on investment when it comes to this solution and especially considering our previous CRMs.

My impression is that this solution is a bit expensive for what it offers. I know other solutions have better pricing, but considering Salesforce is a global solution, we need to go with it.

I would advise other people looking into this solution, that if they're mainly dealing with the B2C model, to not go with Salesforce as it's not fit for it.

I would rate the Salesforce solution a seven, on a scale from one to 10, with one being the worst and 10 being the best.

We are using Salesforce Platform to store our data and for communication with our international partners. At the moment, we just have a data warehouse, which is Salesforce. So everything we have at the moment is stored within Salesforce. We are trying to create a data warehouse.

Salesforce has brought about improvements by storing all the data in one place, making it easy to find what is needed and to report on what is necessary. It provides seamless communication with international partners.

The most valuable aspect is that all data is stored in one place, making it easy to find what is needed and to report on it. The team uses it for reporting and for connecting to various parts of the organization.

As for improvements, connections could be enhanced. There is a considerable effort required to load the data, involving processes like XML connections. This area could see better integration to avoid headaches.

I have been with the company for nine months, and they had been using Salesforce for about two years prior to my joining.

Salesforce has been quite stable for our use.

I find Salesforce to be scalable.

Customer service is satisfactory. We have communicated with the team a few times, and they are quick to respond and able to satisfy our queries. If I were to rate them, I would give them an eight. We had to call up in the first place, but they are responsive and assess our needs quickly.

Positive

I'd rate the solution seven out of ten.

We build many client applications on top of the CRM and the client portals and community experiences. Generally, we create custom solutions on Salesforce Platform.

Salesforce Platform has allowed us to build applications without starting from scratch. We utilize templates and pre-built features, customizing them as necessary. This approach saves time and reduces the complexity of gathering requirements.

Salesforce Platform is effective as it provides frameworks and pre-built components. We can choose existing templates and customize them with code or declarative features, making it easier to get started quickly without requiring extensive planning. 

The automation capabilities, especially low-code features, are good for rapid development, maintenance, and deployment.

I have been using the Salesforce Platform for about a year since I joined as a junior developer. It’s a very robust platform suitable for many implementations.

The stability of Salesforce Platform is very good. It is a well-maintained software, and updates are released quickly to address any issues.

We have contacted their support team many times due to specific issues. Their response time is great, and their support is punctual and functional. They provide excellent service and support.

Positive

I started using the Salesforce Platform when I joined last year.

Being a Salesforce developer, I would definitely recommend Salesforce Platform. It is very effective if you do not want to start from scratch and useful for those strong in marketing.

I'd rate the solution eight out of ten.

We use the solution for deal tracking, lead generation, committing deals, and connecting on LinkedIn.

We've done a solid job managing past account history, enabling us to quickly review past activities and the contacts we've engaged with. Now, Salesforce has integrated a LinkedIn feature, streamlining the process by eliminating the need to manually input data into LinkedIn separately. This integration adds LinkedIn profiles to customer profiles, enhancing efficiency. They've also introduced a sales console platform.

It's all set up for us in a way that establishes our account. We need to tag ourselves to opportunities. You have to tag yourself to the opportunity manually; you need to find it yourself and tag it. Sometimes, it's difficult to figure out how to assign yourself to the opportunity, which is time-consuming. In a way, it needs to be a little more seamless.

I have been using Salesforce Platform for seven years.

There are no major stability issues.

20,000 users are using this solution.

We open up an IT case, and the IT team interacts with us.

We don't find much utility in Salesforce due to the inaccuracies in the data. Therefore, before we can effectively utilize Salesforce as a platform, the company must prioritize correcting the data, as we can only rely on trustworthy data. While Salesforce utilizes some intuitive algorithm to generate opportunities based on historical data, sometimes these opportunities are inaccurate, resulting in hundreds of false opportunities that need to be manually deleted. Ultimately, this underscores the importance of ensuring data accuracy, as accurate data is essential for reliable predictions.

The previous interface was very static and not very user-friendly. It has undergone an update, which initially confused the organization because it was not the most user-friendly.

Salesforce isn't the most user-friendly platform. I often need to search on Google for guidance on navigating opportunities or working with various fields within them. This complexity can make tasks a bit challenging. Additionally, when it comes to viewing all opportunities or assigning myself to multiple ones, I still resort to Googling for instructions. The interface isn't intuitive enough to accomplish these tasks easily.

Overall, I rate the solution a seven out of ten.

The tool's most valuable feature is the CRM. Salesforce Platform comes with out-of-the-box capabilities. 

Salesforce Platform operates as a cloud system, and within our organization, numerous internal systems handle data processing. While real-time data retrieval is feasible through services, achieving real-time communication poses some challenges.

We haven't experienced any issues with stability. 

I haven't contacted the support yet. 

I have used Pega CRM before Salesforce Platform. They have different capabilities except for the workflow. Salesforce platform leads in sales automation. 

Big organizations can take three months to complete deployment, but smaller ones can complete it earlier. You would need 20-30 resources for deployment. 

Salesforce is cheap. 

I rate the product an eight out of ten. Salesforce Platform does offer workflow capabilities, but challenges arise when dealing with real-time data integration, particularly for large organizations, especially in the financial sector.

I use Salesforce Platform in my company for sales-related activities. I use Salesforce Platform to keep the details of all of my prospects and manage data to create a pipeline, manage that pipeline to get a high-level and a very low-level view of what my sales activities look like.

Salesforce Platform has improved the way my company functions since it provides us with quick sales reports on how our performance metrics are while also allowing us to use different platforms like RingCentral, which we use in our company to make calls. The integration of Salesforce Platform with RingCentral helps our company manage everything through a single platform. Through Salesforce, my company can get a high-level overview of what sales and sales activity look like for us. With Salesforce Platform, you can create a pipeline or create projections for future sales.

The most valuable feature of the solution is its overall ability to manage everything, including the sales pipeline and quick creation of sales reports.

The pricing of the solution is an area with certain shortcomings that need improvement since, right now, I am not sure if Salesforce Platform has any plans for start-ups or small businesses. If Salesforce can create a cost-efficient price plan for small businesses, it would be great.

The product should offer different price packages for different types of businesses.

I have been using Salesforce Platform for a year. I use the solution's latest version, which was released three to four months ago.

Stability-wise, I rate the solution a ten out of ten.

Scalability-wise, I rate the solution a nine out of ten.

I haven't contacted the solution's technical support much. I rate the technical support a nine out of ten.

Positive

The initial setup of Salesforce Platform was straightforward.

The solution is deployed on the cloud.

I have definitely seen a return on investment from the use of the product since I could see a lot of things happening in our large organization, especially in terms of everything being managed well.

If you operate a big company with a lot of employees or people, then you should go for Salesforce Platform since it can help you transform how you manage your business while providing a high view of what your business looks like and how you can improve it further.

I rate the overall solution a nine out of ten.

It allows us to track the records of our transaction pipeline. It also helps us with the budgeting, giving us an insight into potential ROI.

What we like the most about it is the fact that it helps us track the record of our projects. It keeps everything on one interface, facilitating the operations and planning. 

I think the interface should be enhanced and more user-friendly. Right now, it requires a lot of steps to operate it.

We have been using it for the last eight months.

The stability is good. We did not have any problem with it.

It offers good scalability features and the possibility to use its services across different departments within the company.

Our experience with their customer support was very good. We had a few discussions in the beginning when we implemented the project, and they were very responsive. They helped us to put everything on track.

The initial setup was easily done by our IT department.

The deployment process was done in less than three weeks by a couple of our technician experts.

It is a fair price for what it's offering, in comparison with other solutions that are available on the market.

I would rate it nine out of ten.

The primary use case of the solution is that it supports liaison tickets, creating cases, and resolving them.

The escalation process and service module are valuable features of the solution. So, creating an escalation process is a valuable feature.

Salesforce Platform is an evolving product. Salesforce Platform is a bit expensive compared to other CRM products, which is a drawback. Other than that, this product is evolving and adding new features. So they are trying to serve the needs of each and every person. The only thing I consider is that they are a bit expensive compared to other CRMs, so the price needs to be improved.

As an end user, I have an experience of eight years using the solution. Since it is a SaaS solution, it has been continuously upgrading since last year.

There are no major performance issues in the solution.

In my company, 160 people are using the solution. We have two different products, and both use Salesforce differently. So we wanted to bring all these users together, that includes a batch of 150 and more than 100. We wanted to merge and use it as a unified product. So, we are trying to bring that cost down. Also, I am searching for other alternatives to find a better solution than Salesforce.

Previously, I was using Hyperionix. With Hyperionix, the look and feel were not very good compared to Salesforce. Also, following follow-ups and creating cases were all tedious processes in Hyperionix. Usability-wise, Hyperionix was not flexible.

For maintenance, we need around four members. I was not involved in the implementation process. After I did Salesforce admin certification, I came to know that it was really easy to migrate all the data from Hyperionix to Salesforce. The implementation process took approximately three to four months. For deployment, around ten members were required.

Our own in-house team was involved in the implementation process.

I don't know the exact costs involved in the solution. However, if you look into the comparison, Salesforce charges double the rates, or almost three times, compared to its competitors. Our company does incur additional charges for maintenance and support.

Someone from the higher management was involved in the evaluation process.

I love to use Salesforce Platform. If the solution fits your budget, you should go for it for projects. Overall, I rate the product an eight and a half out of ten.