Salesforce Platform Reviews

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.

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.

We primarily use the solution as a classic contact database like report building and things of that nature.

Salesforce is really the workhorse of CRMs at this point. I compare every CRM experience to Salesforce since it's really just the standard at this point. 

I love the report building that is available. 

The integration capabilities are great. Salesforce is great, however, it couldn't be what it is if it didn't integrate with every other cool tool that's out there. I'd say the integrations are probably my favorite part.

It's stable and reliable.

The solution can scale. 

I'd like some sort of automated cleaning functionality. The management of Salesforce could be quite a task. Old and unusable contacts can add up over time. If I could wave a magic wand, it would be to initiate a self-cleaning feature. 

I started using the solution four or five years ago. 

I've never had any issues with stability. There are no bugs or glitches. It doesn't crash or freeze. 

The solution seems perfectly scalable. However, it becomes increasingly more difficult to maintain and stay clean.

I use it at a pretty large organization. 

I've also used ZenDesk at one point. However, it doesn't have the same functionality. 

I'm not sure about the initial setup. I've never done an implementation from scratch. 

I'd rate the solution a nine out of ten. I've been pleased with the solution overall. 

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.

The platform allows you to plug into all Salesforce capabilities.

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.

I have been using Salesforce Platform as a partner for three years.

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.

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.

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.

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. 

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.

We mainly use the solution for Salesforce and for the sales team. They would use it to advise their clients as to other portfolio balances. Also, at any given point in time, we would also use it for referencing any outstanding documents that would ensure that we are KYC compliant.

We like that it can become a single source of truth that can be shared by providers who would need to interact with their clients on a daily basis. Therefore, rather than having to consult multiple systems to determine a client's portfolio balance, we can just look at one place.

We like that we have the ability to configure the solution to meet our needs.

It provides a 360-degree view of the client in one place. 

The solution can scale.

It is stable. 

The back end really isn't user-friendly at all. In terms of data import, migrating data from, for example, a core banking system into Salesforce, we find it very difficult to do the mapping.

They need a proprietary tool that would allow for ease of integration into the environment. That's not just for migration. It's mostly for one-time loads when we need to get the deltas in. We need some sort of tool to make this easier.

The initial setup is complex. 

technical support is not very responsive. 

I've been using the solution for seven to eight years. 

The solution is stable and reliable. I'd rate the stability and reliability nine out of ten. There are no bugs or glitches. 

The scalability is okay. I'd rate the ease of expansion a six out of ten. 

Technical support is not very responsive. 

Negative

In the past, I performed the migration to Salesforce in another organization.

The initial setup is very complex. 

We have witnessed an ROI while using this solution. 

Even though the solution is expensive, it does give companies a good value for the money they pay.

I'm not sure which version of the solution I'm using. 

I'd advise new users to first do a lot of training beforehand. You need a good base of knowledge before diving into any kind of project that will require development. 

I'd rate the solution six 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.