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.
Data Manager at a performing arts with 11-50 employees
Efficient data storage and satisfactory support with room for better connectivity integration
Pros and Cons
- "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."
- "There is a considerable effort required to load the data, involving processes like XML connections."
What is our primary use case?
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
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For how long have I used the solution?
I have been with the company for nine months, and they had been using Salesforce for about two years prior to my joining.
What do I think about the stability of the solution?
Salesforce has been quite stable for our use.
What do I think about the scalability of the solution?
I find Salesforce to be scalable.
How are customer service and support?
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.
What other advice do I have?
I'd rate the solution seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Salesforce Developer at Shrum Tech
Efficient app building using frameworks and pre-built components with rapid development
Pros and Cons
- "Salesforce Platform is effective as it provides frameworks and pre-built components."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
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.
For how long have I used the solution?
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.
What do I think about the stability of the solution?
The stability of Salesforce Platform is very good. It is a well-maintained software, and updates are released quickly to address any issues.
How are customer service and support?
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.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I started using the Salesforce Platform when I joined last year.
What other advice do I have?
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.
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.
Buyer's Guide
Salesforce Platform
April 2026
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Senior Solutions Architect at a financial services firm with 10,001+ employees
Comes with workflow capabilities and pricing is cheap
Pros and Cons
- "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."
What is most valuable?
The tool's most valuable feature is the CRM. Salesforce Platform comes with out-of-the-box capabilities.
What needs improvement?
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.
What do I think about the stability of the solution?
We haven't experienced any issues with stability.
How are customer service and support?
I haven't contacted the support yet.
Which solution did I use previously and why did I switch?
I have used Pega CRM before Salesforce Platform. They have different capabilities except for the workflow. Salesforce platform leads in sales automation.
How was the initial setup?
Big organizations can take three months to complete deployment, but smaller ones can complete it earlier. You would need 20-30 resources for deployment.
What's my experience with pricing, setup cost, and licensing?
Salesforce is cheap.
What other advice do I have?
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.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Account Executive at Speak Ai
Along with the great stability and straightforward setup phase in place, the solution helps businesses manage sales-related activities
Pros and Cons
- "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."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
The most valuable feature of the solution is its overall ability to manage everything, including the sales pipeline and quick creation of sales reports.
What needs improvement?
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.
For how long have I used the solution?
I have been using Salesforce Platform for a year. I use the solution's latest version, which was released three to four months ago.
What do I think about the stability of the solution?
Stability-wise, I rate the solution a ten out of ten.
What do I think about the scalability of the solution?
Scalability-wise, I rate the solution a nine out of ten.
How are customer service and support?
I haven't contacted the solution's technical support much. I rate the technical support a nine out of ten.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup of Salesforce Platform was straightforward.
The solution is deployed on the cloud.
What was our ROI?
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.
What other advice do I have?
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.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Head of Industrial Agency at CUSHMAN WAKEFIELD
An efficient platform that offers a variety of useful features for businesses to facilitate their requirements
Pros and Cons
- "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."
What is our primary use case?
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 is most valuable?
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.
What needs improvement?
I think the interface should be enhanced and more user-friendly. Right now, it requires a lot of steps to operate it.
For how long have I used the solution?
We have been using it for the last eight months.
What do I think about the stability of the solution?
The stability is good. We did not have any problem with it.
What do I think about the scalability of the solution?
It offers good scalability features and the possibility to use its services across different departments within the company.
How are customer service and support?
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.
How was the initial setup?
The initial setup was easily done by our IT department.
What about the implementation team?
The deployment process was done in less than three weeks by a couple of our technician experts.
What's my experience with pricing, setup cost, and licensing?
It is a fair price for what it's offering, in comparison with other solutions that are available on the market.
What other advice do I have?
I would rate it 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.
Chief Executive Officer at Customersoft Innovation
Allows you to plug into all Salesforce capabilities with customization
What is most valuable?
The platform allows you to plug into all Salesforce capabilities.
What needs improvement?
The platform allows you to do so many things. It could be easy for people to customize it outside of business models. So, some patterns could be more generally available so that it guides the team to not customize the system on the outside itself.
Salesforce could add cognitive functionality. It's still a way to go. There are some particular cognitive functionalities that I've been set up in the market that Salesforce can do in implementing.
It could introduce more templates and industry-specific package solutions, particularly emphasizing energy implementation within those industries. This level of granularity within sub-industries would enhance Salesforce's ability to offer plug-and-play solutions rather than solely focusing on customization options.
For how long have I used the solution?
I have been using Salesforce Platform as a partner for three years.
Which solution did I use previously and why did I switch?
I have worked with SAP and Oracle with a lot of customization. Most specific customizations with platforms are less defined in Salesforce regarding the focus on CRM and its market. E-commerce platforms support Aruba SAP.
How was the initial setup?
The initial setup is not complex. It allows you flexibility to reach the point where you can break the function. So there could be some controls around. A configuration manager helps you even though you want to customize to reduce the customization so you don't break the system.
What was our ROI?
Salesforce products take a long to realize their benefits. It's organizational-wise. So, from a technology perspective, it has not been processed immediately, but we are looking forward to reducing the multiple points of cost in the coming years. Maybe we will see Salesforce have a positive impact.
What's my experience with pricing, setup cost, and licensing?
We encounter the challenge of exchange rate fluctuations. While the platform may not be inherently expensive, its pricing is based on US dollars, which can pose unpredictability for users in different regions. For instance, if you plan a project with a certain budget, a slight change in the dollar exchange rate can impact your budgetary constraints.
What other advice do I have?
Once you customize Salesforce to outside, it doesn't scale. When upgrades happen, they fail a lot because now you've taken a lot of customizations, and they're not necessarily within Salesforce.
I've been using predictive analysis capabilities and capabilities around consuming basic information like email.
I recommend the solution, but the price point is a crucial consideration. The challenge is that only large companies in my region, those with substantial budgets, could afford it. It's more suitable for established businesses; startups might struggle with the cost. Salesforce might not be attractive for small and medium enterprises due to its higher price than other solutions available.
The solution is technically a good platform but needs investment and commitment. The investment required to make it worth it.
With the introduction of NetFlow Logistics processes, one aspect of the Salesforce Platform that stands out is its industry-based insights. Consider, for instance, a smaller financial services brokerage. Within such organizations, a wealth of knowledge is dispersed across various departments. This knowledge can be harnessed by effectively implementing Salesforce alongside compatible tools to facilitate smoother transactions and enhance organizational efficiency. I'm eagerly anticipating further developments in this direction, particularly in terms of NLP learning and the integration of voice assistants. These advancements can potentially empower agents within companies to engage with customers more effectively, leveraging internal insights. Such innovations will likely be deployed through a shared-site model, offering a novel approach to customer interaction and service delivery.
Overall, I rate the solution an eight out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Manager Strategy and Consulting at Cybertech Systems and Software Limited
Intuitive to work with and fundamentals are strong; some business functionalities could be improved
Pros and Cons
- "Intuitive to work with and the overall fundamental of the platform is very strong."
- "Some business functionalities could be improved."
What is our primary use case?
We use Salesforce to interact with our customers and resolve their queries. It helps you connect employees, engage customers, integrate, and connect everything and everyone.
What is most valuable?
The solution is easy to use. The platform is very integrated with a lot of features. You can call customers directly from the platform. You can also directly do your email marketing. Salesforce is intuitive to work with and the overall fundamental of the platform is very strong. I can even build an accounting platform using Salesforce. It's easy to train users and in general it's a very strong solution.
What needs improvement?
Some business functionalities could be improved.
For how long have I used the solution?
I've been using this solution for four years.
What do I think about the stability of the solution?
The solution is stable, we've had one issue in four years when the application slowed down.
What do I think about the scalability of the solution?
The solution is scalable, we currently have 50 users.
How are customer service and support?
The support is very prompt. They do charge for it.
How was the initial setup?
Every process is difficult to set up although Salesforce is easier than some other solutions. It's not a difficult solution to maintain.
What's my experience with pricing, setup cost, and licensing?
They have a range of licensing modules and charge anywhere between $80 - $100, depending on how many licenses you buy. The more you buy, the less the cost per unit.
What other advice do I have?
If your processes align with the tool, then I recommend it. If not, then it's not worth it. The process is more important than any technology or platform. I rate this solution seven out of 10.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Senior Manager Software Development at a comms service provider with 5,001-10,000 employees
Good SLAs and able to extend easily but is expensive
Pros and Cons
- "They are already beginning to implement generative AI."
- "They have some limitations as a cloud solution."
What is our primary use case?
We primarily use the solution for our sales processes, services, and customer communities. We also use it to complete other processes.
What is most valuable?
The platform capabilities are very good.
It has a good CRM. You can enhance and extend it easily. It's easy to handle different processes.
They are already beginning to implement generative AI.
The solution is stable.
It can scale well.
The technical support offers good SLAs.
What needs improvement?
They have some limitations as a cloud solution. They need to open it up a bit and remove some restrictions.
It's a bit expensive.
We are looking forward to seeing more AI in the future.
For how long have I used the solution?
I've been working with the solution for 13 years.
What do I think about the stability of the solution?
The solution is stable and reliable. There are no bugs or glitches. It doesn't crash or freeze.
What do I think about the scalability of the solution?
We did not have any issues with scalability. It can extend easily.
We have 7,000 users on the product right now.
How are customer service and support?
We have occasionally reached out to technical support. They have been helpful. They are good. They can take a bit of time to respond, however. We have a premium account with them, and we have a decent SLA.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
I've used Microsoft Dynamics CRM in the past. I moved to a new organization and here they use Salesforce.
How was the initial setup?
The initial setup has a moderate level of difficulty. It can be a bit complex. It's not overly easy.
We are going through a CI/CD process using metadata.
We didn't need too many resources involved in the setup. One developer can handle the implementation.
The maintenance is pretty straightforward. Once it is completely set up, there isn't too much to do.
What about the implementation team?
We handled the initial setup in-house.
What's my experience with pricing, setup cost, and licensing?
The solution is just a little bit too expensive. I can't speak to the exact cost as I am not involved in the licensing.
What other advice do I have?
I'm using the latest version of the solution.
If a new user wants to start with Salesforce, they should look at some documentation to begin to understand the product. There are lots of articles available online.
I'd rate the solution seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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