Salesforce Platform Reviews

We use the solution for our outbound and marketing activities.

We've built some custom dashboards which are quite nice.

The reporting tools are very solid.

It is absolutely stable. 

I don't have any huge love for it. I don't have any huge love for most of the tech solutions I use. Working in software sales could be better.

The tasks, the reminders, and keeping myself on point, for example, in that sense, the forecasting could all be better. 

It could be maybe a bit more user-intuitive. I've been using the Lightning version for the last couple of years. There were a couple of features that were lost from Salesforce Classic to Lightning, though I recognize some of the improvements. 

Better UI and UX would be great. They should offer more help built into the platform itself. It would be really useful if, for example, in the reporting tab, I could have a little wizard or something which says, "Hey, this is your first time visiting the reports tab. Here are details and Youtube videos," et cetera. 

We've used the solution for 20 years. 

The solution is stable and reliable. The level of performance we get is great. I cannot remember the last time there was a Salesforce outage or anything like that. It is very, very, very reliable in that regard.

I use it to manage a team of eight, which is very usable from that point of view. I've never used it for anything beyond that. The largest team I managed would've been 13 or 14 people. I couldn't really speak to scalability. It may very well be fantastic for a team of 50 or 100, however, I couldn't speak to that. That's not been my experience historically.

I don't deal with pricing or licensing. In my last company, the pricing was about $1,100 a month or $1,400 a month. This would've been years ago. We were very much a small company then. Now, I  work for an organization with 1,000 employees. Pricing is not something I deal with in terms of how much Salesforce costs or how much the user license is.

We are just customers and end-users.

There are features in there that I'd like to see improved, however, in terms of it being a business tool I'd rate the solution an eight out of ten. As a business tool, I find it extremely usable and very solid.

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.

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. 

Some business functionalities could be improved.

I've been using this solution for four years.

The solution is stable, we've had one issue in four years when the application slowed down. 

The solution is scalable, we currently have 50 users. 

The support is very prompt. They do charge for it. 

Every process is difficult to set up although Salesforce is easier than some other solutions. It's not a difficult solution to maintain. 

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.

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.

We primarily use the solution for our sales processes, services, and customer communities. We also use it to complete other processes. 

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.

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. 

I've been working with the solution for 13 years.

The solution is stable and reliable. There are no bugs or glitches. It doesn't crash or freeze. 

We did not have any issues with scalability. It can extend easily.

We have 7,000 users on the product right now. 

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.

Positive

I've used Microsoft Dynamics CRM in the past. I moved to a new organization and here they use Salesforce. 

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. 

We handled the initial setup in-house. 

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. 

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.

We primarily use the solution as a CRM for client tracking, renewals, and opportunities and as a database for prospects and other CRM tasks. 

From an organizational level, this solution is great for being able to manage your business efficiently day to day.

It is a stable product.

The solution scales extremely well.

Technical support has always been helpful and responsive.

I don't have any notes for improvement. It serves us well. 

I've used the solution for probably ten years. 

The solution is stable and reliable. There are no bugs or glitches. It doesn't crash or freeze. I'd rate the stability nine out of ten. 

The solution is super scalable. It's easy to expand. 

Salesforce has excellent support. I have no complaints when it comes to their level of service. They do a great job of getting right back to you. 

Positive

I've never had to set up the solution. I really just get my username and password from the company, and then the company manages all of the data inside. 

I'm not sure of the exact pricing. However, they do charge licensing per seat. 

We're customers and end-users.

I'd rate the platform nine out of ten. It's the strongest CRM out there, and they've been around the longest. The support is great.

The use cases are highly dependent on client engagement, so we're practically implementing solutions on various clouds, primarily Salesforce Service Cloud, but also on Salesforce Marketing Cloud and Salesforce Sales Cloud. Our implementations are generally OOTB solutions for clients. Sometimes, we also customize it.

I don't have a specific preference, but I like that it's practically with better customization. One can do almost everything using Salesforce's OOTB functionality without much investment. Also, there are a lot of codeless solutions. So the development effort is way less than trying to build something without this framework or this platform from scratch.

The solution's UI is horrible. It looks like it is from the 90s, and that should change.

The only area that I would speak against Salesforce is over the fact that there are a lot of new releases, and if you as a user or a client or an enterprise are not aware of the schedule of the releases, then they may face disruptions in the services provided by the solution.

At work, I'm doing everything related to Salesforce. I have been using the solution for a year now. I'm quite new to managing such projects. We're getting projects from Salesforce. We are one of the ten approved recommended vendors or platinum-level partners that Salesforce currently works with. We also develop for Salesforce AppExchange.

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

The scalability of the solution is quite good. Scability-wise, I rate the solution an eight out of ten.

Our clients range from small and medium companies to those companies which fall under Fortune 500.

Since they are our partners, I cannot comment on my experience with their technical support. I rate the solution's technical support a seven out of ten.

Neutral

One of our clients wants to implement Oscar in their organization, but it is still in a phase of an idea.

I rate the solution's initial setup a seven out of ten.

The deployment process takes around the day in a normal case scenario.

For deployment, we had two members from the DevOps team who worked with a technical architect. So, overall, three people were involved in the deployment process.

The solution is fairly priced. One also needs to have a good architecture team that can help choose the right solution. Comparing its pricing with other solutions is quite different because I don't think there is a CRM tool as complete, so well-known, and so enterprise-ready as Salesforce in the market. So it's kind of impossible to compare with another solution's pricing.

In my opinion, it is a complete tool with a very bad UI.

I would recommend technical personnel to just start from zero with the solution because they have a great self-explanatory platform. I think that one can climb up the ranks from being just an administrator to becoming a developer or a solution architect quite fast if one takes advantage of the learning materials that are mostly free on the solution. For a manager, I would say it's good for an entry-level manager. Overall, I rate the solution a six out of ten.

Use cases include sales interactions, sales management, and marketing. This is for the internal customer or internal user. For external offerings, we have field service management and CPQ, along with most of the other models of Salesforce.

The valuable features of the solution are mainly the solution's sales modules and CPQ.

Salesforce mostly offers a modular-based solution that may not be integrated. Therefore, a mini version of the overall CRM would be helpful for most customers. An application for small to medium-sized enterprises would benefit many tier-two and tier-three customers. In short, there is a need for a consolidated application rather than a bigger individual modular-based application.

An improved UX may be helpful in the solution's next release. However, I cannot elaborate explicitly on the features that should be included in the next release.

I have experience with the Salesforce Platform, as my organization has been using it for the past six to eight years as both a customer and a SI partner. The solution has no specific version, as it may automatically update to the latest version, such as Salesforce Spring '23.

It is a stable solution.

Scalability-wise, I rate the solution a ten out of ten. In general, my company's clients have enterprise-sized clients.

I rate Salesforce Platform's technical support a ten out of ten.

Positive

After considering many instances, I can say that the solution's initial setup is easy. I rate the initial setup of the solution around eight or nine out of ten. The deployment process takes place on the cloud. The deployment process for a small project may take three to six months, while that of a medium-scale project typically takes around nine months on average, and larger implementations can take up to twelve months.

The deployment process includes solution discovery in the initial phases, followed by the build and testing phase. After that, there is the launch phase and post-launch live support.

I rate this solution a six out of ten for pricing. Though the solution is on the pricier side, it still offers good value for money.

My recommendation for those planning to use this solution is first to plan out what they hope to achieve with the platform and ensure that they can access most of the out-of-the-box features with a certain level of customization. This is definitely possible. Additionally, try to leverage the platform's capabilities as much as possible instead of relying on customizations, as many features are already available in its out-of-the-box feature. Most of the implementation may take time or may face failure, but if they adapt to in-house or inbuilt features, then it can be done. Though my only concern is the solution's pricing, overall, I rate this solution a ten out of ten.

I used the Salesforce Platform as a CRM, or for customer relationship management.

What I like about the Salesforce Platform, in particular, its enterprise edition is that apart from its many features, you can have a wider view of the customers, a 360-degree view. I also enjoy managing opportunities in the Salesforce Platform a lot because it's easier and gives you a wider view, compared to HubSpot.

What could be improved in the Salesforce Platform is the price. The platform is too expensive. The implementation time for the platform is also longer than expected, so that's another area for improvement.

I used the Salesforce Platform for nine years, and the last time I used it was about twelve months ago. I'm currently using HubSpot, and it's a platform I've used for a year.

The Salesforce Platform is a stable solution.

The Salesforce Platform is a scalable solution.

The technical support for the Salesforce Platform is pretty good.

Setting up the Salesforce Platform requires a consulting partner who will implement the solution. If I compare the setup of HubSpot with how you set up the Salesforce Platform, HubSpot is easier to set up.

Pricing for the Salesforce Platform is too expensive.

I used the Salesforce Platform in my previous company, then in my current company, I've been using HubSpot, and I prefer Salesforce over HubSpot because the Salesforce Platform gives you more control. It's easier to manage opportunities with the Salesforce Platform, even if you have a holding company with multiple companies, especially in the enterprise version as it gives you a more economic group view.

I have experience with the enterprise edition of the Salesforce Platform. I also have experience with HubSpot.

I'm not aware of which version of the Salesforce Platform I used because I'm just a user, not a developer.

The advice I'd give to people who want to implement the Salesforce Platform is to look deeply and very carefully at the cost of implementation because it could be very high sometimes. On the other hand, the platform brings tremendous value proposition.

There's no additional feature I'd like added to the Salesforce Platform because at the moment it has all features that are important to me and the company. For example, it has the Marketing Cloud which helps align marketing and sales pretty easily and more globally. Salesforce has also acquired a lot of other platforms to make different processes easier, for example, it acquired Tableau, Slack, and other companies, so now the company has a larger portfolio than other CRMs. I firmly believe that Salesforce has a tremendous portfolio for enterprise companies, but for medium and small companies, I do not recommend the Salesforce Platform because it's too expensive.

My rating for the Salesforce Platform is nine out of ten.

My company has no partnership with Salesforce.

The Salesforce Platform is a massive-sized solution. It's a vast digital platform that you can place all your business processes on and you can make the best use of your data and your customer data all in one place. The large data that you can take out of it to base your decisions on, to know your customers better, to be more efficient, and grab all opportunities that are in place and have clear visibility. 

The Salesforce Platform can help aid you in making the right decisions at the right time. It's easy to use because everything is in one place. It saves the time of the people working, using it in different processes.

The Salesforce Platform's most valuable features are everything in one place, perfect reporting, highly customizable, and easy to receive information you need.

Salesforce is very fast in acquiring new companies that are good in certain business processes or modules which they update their solutions.

The general reports could be made easier in the Salesforce Platform. Generating needs extensive training to know the exact structure of the design. Whenever you search for something you need to know what are the exact fields that you need to view. It's not an easy process to learn.

We're in the implementation phase with the Salesforce Platform. We've launched one of the modules and we're working on the second one we will be working on the sales module later this year.

The stability of the Salesforce Platform it's very good for what we have used it for. However, I didn't use it extensively yet. I need more time to use it or to see how people are using it to be able to judge and say more details.

Salesforce Platform is scalable.

We have approximately 100 users using this solution and we have plans to increase usage.

I have a vendor on board, and whatever issues we might have they are my reference if I need something. I have not contacted Salesforce directly. 

I'm pushing people in my team to get certified to be administrators. They go on the Salesforce training on their website and they are doing their own training online. This is the only direct contact between my team and Salesforce directly.

Salesforce Platform has been easy to set up.

We are having a vendor do the implementation of the Salesforce Platform. It is not taking too much time as other CRMs do. 

If you have the people with the implementation knowledge they can do it internally, but I don't think this is the right approach. It's very costly to find somebody who's capable and I don't think you would need them as a full-time employee. Once you have your processes set up and ready, you might need only one administrator, you don't need developers or architects. You need only an administrator to sustain and maintain what is already there.

I would recommend Salesforce Platform to others.

I rate Salesforce Platform an eight out of ten.

From lead management to reporting, everything happens in Salesforce.

It's used for lead management. We work on various accounts. Each of these accounts has various deals. Typically we concentrate on the upside deals. Converting these is a big task for us. That's where we leverage all these cloud platforms. Typically, it's for keeping track of the customer contacts, making an email campaign, or converting these leads.

Nowadays, we have the CPQ, right, the configured price and quoting feature, which actually gives us a lot of leverage when we want to submit a quote to the customer directly. It helps us a lot when the customers actually are on the CRM, so that's a platform-to-platform integration. It makes it a little easier for sales to actually have that conversation with the customer.

The best part is the cloud. Most of the updates do not take time with the cloud. We get a version of it on the fly.

Checking out or extracting a report is just a click away.

I really like the GUI.

The initial setup is easy.

It's user-friendly.

The solution is stable.

The scalability is great.

Salesforce as a platform gives a lot of freedom to have a customized view. Once we have more templates in place, that will be good. 

Instead of creating our own template, if we had some nice templates that we could pick up - if there were some Microsoft Word templates or Microsoft Excel templates in a repository in Salesforce, that would be great.

I've used the solution for almost eight-plus years.

It is absolutely stable for us. We have never faced a problem. Drawing out reports or having that dashboard visibility or creating your custom dashboard views is simple for us. We have not faced any problems there.

The solution is absolutely scalable. 

I take care of a POC which has almost 20,000-plus service sellers. It can handle definitely more than 50,000-odd people even in a POC.

We don't have any big plans to increase usage. 

I've never contacted technical support. I cannot speak to how helpful or responsive they are. 

The solution is straightforward. It's easy and not overly difficult. 

Deployment is something that is taken care of by the backend team. However, we have never faced such an issue migrating from a different CRM platform, a home-grown CRM platform to Salesforce.

The backend team handles licensing. I can't speak to the exact costs. 

Many teams can use this solution, including marketing, sales, CRM, business development, and HR. Typically I would recommend users to start using it right from the prospect stage, talking about sales language. That said, you can pick it up at any time. The prospect stage is a great place to start leveraging Salesforce, however. It gives an immense capability to have an end-to-end view when you are in sales. 

I'd rate the solution ten out of ten.

We primarily use the product for many things related to customer tracking. 

We like that everything is in it. It's a very robust product that can be used for many things. 

The solution is easy to use. 

The initial setup is very easy.

It's stable. 

We'd like to combine customers together. In Salesforce, every customer is unique and it's not possible to bundle them together effectively if they are from the same company or move companies, et cetera. 

I've been using the solution for five or six years at this point. It's been quite a while now. 

The solution has been quite stable and very reliable. I can't recall dealing with bugs or glitches. It doesn't crash or freeze. 

The solution is scalable.

I've changed positions, and in my area, 50 people are using it. However, in the past, I've been in a company where 1,000 people were on it. 

I've never used technical support. I can't speak to how they are with clients who need help.

The initial setup is not complex. It's quite simple, quite straightforward. 

I'm just a customer and an end-user. My company does not have a business relationship with or sell Salesforce products. 

I'd recommend the solution to others and advise they give it a try.

I would rate the solution a nine out of ten.