Salesforce Platform Reviews

We primarily use the solution for the CRM, the customer relationship management, but now we are expanding its usage to allow our customers use access an online customer portal based on salesforce community and using B2B commerce  

It was a great add-on to our digital landscape. It is an easy-to-use, easy to customize platform.

Salesforce is not a product, it is a platform, there is a huge difference between the two use cases. 

The platform allows us to receive and collect information easily.

There's a great ecosystem within Salesforce:

1) A huge network of implementation-certified  partners  who have great knowledge about the platform

2) A Market place where you  can download 3rd party apps on the platform

3) There is very good online documentation available and Salesforce offers good communication with its clients. It's very user-friendly and has a system that is easy to learn.

We've found the stability to be quite good.

The initial setup is easy.

The product can scale well.

The solution doesn't really have any weak areas. Overall, it's a very good product, but technical support could be a bit faster. For the standard support, their SLA is about 48 hours which is not that fast if you have a serious issue 

Based on the platform capabilities. I see that the Platform is very, very capable of handling a full ERP, and not only a CRM.

Maybe in the near future, SF will launch their own ERP system.

We've been using this solution for ten years at this point. It's been a decade. It's been a long time.

The stability of the product has been good overall. We don't experience any downtime. There are no bugs or glitches and it doesn't crash or freeze. You do need access to a good internet connection, however. Without a strong internet connection, you may experience some problems. However, that's not the fault of the Salesforce backend in any way. 

The scalability is very good. If you need to expand it, you can do so relatively easily.

Technical support is okay. It's average. Their response times could be faster in terms of getting assistance to us. I'd rate it overall at a four out of five. Mostly we are happy with the level of support.

We did previously use another solution before Salesforce.

The initial setup is very straightforward. It's not overly complex or difficult. 

The time it takes to deploy depends on what your plans are for the solution. Without any specific customizations, it's a very quick process. Once you log on, you have access.

The solution is relatively expensive. It also comes with extra costs. For example, extra technical support is a bit more. It can add up.

We did evaluate a few other options before ultimately choosing Salesforce. Among these was Microsoft.

We're just Salesforce customers. We don't have a business relationship with them.

I'd rate the solution at a nine out of ten. We're mostly quite satisfied with the product and its capabilities.

I'd recommend the solution to other users and companies. However, you need a strong team to manage it. You need to have suitable admins on hand to properly implement the rules. 

We are using Salesforce Platform to manage our leads, proposals, and POs.

Salesforce helps manage our leads and the conversion of leads, perform analytics, generate sales reports, track what is converted, what is in the proposal phase, etc. It is also being used to manage discussions with clients by connecting with emails.

The most valuable features of Salesforce Platform are its analytics capabilities. The automation and connection with emails allow us to track discussions with clients. Its dashboards are also very useful and provide detailed insights.

One area that could use improvement is the approval mechanism in the authenticator, which is unstable. It often stops working after two or three times and requires the use of codes.

We have been using Salesforce Platform for five years now.

Salesforce Platform is stable. Apart from the issue with the authenticator, everything else works fine.

We are using it for a couple of users, so I cannot comment on the scalability aspect.

We were using Odoo as an ERP before switching to Salesforce Platform. Odoo has a CRM module, but it is not as professional as Salesforce. Odoo requires more customization and coding.

The initial setup involves some customization and working on parameters. It normally takes one week to ten days to configure.

We are integrating Salesforce with Jira, and we have experts to handle this, so there were no issues on our end.

We evaluated Odoo. However, it is not as professional as the Salesforce Platform.

I'd rate the solution nine out of ten.

There are various modules available, and not all of them are fully utilized or engaged extensively. Some modules serve internal purposes, such as tracking employee efforts and utilization. This relates to our customer support services. When you input something, you need to adhere to your specified timelines.

I find the user interface to be excellently crafted. It's user-friendly, and intuitive, with a minimalistic design, making it straightforward to navigate. The presentation is clear and easy to comprehend. Overall, it's quite satisfactory.    

Companies prioritize quality execution and user convenience over pricing concerns. Their primary focus is on the platform's effectiveness and the positive impact it can make, as well as the time-saving benefits it offers. It's essentially a blend of both factors, striking a balance between quality and cost.

This platform is indeed on the expensive side. One notable aspect is that it offers a comprehensive range of fields and even allows for customization, enabling users to tailor it to their specific tasks and requirements. This flexibility extends to creating customized labels and columns in the backend, making it a highly adaptable and tailored tool. Overall, I haven't encountered any significant challenges.

Pricing could potentially be a deciding factor, but I believe it's unlikely to be a major concern for the company behind this widely used CRM platform. Despite the higher pricing, it remains the most popular CRM tool globally due to its extensive features and capabilities.

I have been using Salesforce Platform for the past year.

It is a stable solution. 

It offers high scalability and is easier to scale and navigate.

I am not a part of the internal team. They are mainly responsible for the deployment.

From a pricing perspective, I believe it's safe to say that this platform ranks as the top choice globally. It offers an incredibly user-friendly experience and provides efficient storage solutions, albeit at a relatively higher cost. Nevertheless, it's also the most widely adopted platform worldwide, owing to its comprehensive set of features and capabilities that cater to organizations of all sizes, particularly larger IT firms. Whether it's big IT companies or any other industry, this platform stands out as a CRM tool for internal purposes, mainly due to its cost-effectiveness.

We use it as a CRM for our client management. We use it as a rostering and scheduling tool for our main business, which is supporting people with disabilities. We also use it for our payroll system.

We have increased the visibility of our information and reporting with the tool. Also, I think we now have a more streamlined end-to-end process.

I like that everything is on a fairly easy platform, and you can learn the system by yourself. Also, it's very fairly flexible. It's a system that you can use anywhere. So, you can use a mobile phone. You can use it anywhere. So it doesn't tie you to the office.

There are a few functions that I would like to see improved. The solution's rostering and scheduling, and payroll functionality need to improve.

We're working with all our vendors on issues that need to be updated and addressed to meet the changing business needs.

I have been using Salesforce Platform for about two years.

The solution's stability is fine. There are no issues with Salesforce's stability.

The scalability of the solution has been fine. We have a year of data in the tool, and there are no differences in performance from when we started using it. Around 550 users in m company use the solution.

Our third parties handle the technical support, and each one is different. Overall, they're all fairly good at what they do.

We used a number of different solutions before going with Salesforce. We didn't switch because they weren't fit for purpose, and we wanted to get all our critical business systems onto one platform.

The initial setup process was a complex thing to do because four different organizations were working together. We get enhancements and improvements every quarter from our vendors. Also, we enhance the product ourselves. I am responsible for the maintenance of Salesforce platform.

Third parties were involved in the implementation process. We had our in-house project team, but we also worked with a main external provider who organized the other third-party providers since four different organizations were working with us to do the deployment.

Price-wise, the solution is reasonable for what we're getting.

I would tell those planning to use the solution to take more than eight months to implement and ensure they have work in their internal business cases before implementing. I rate the overall product a nine out of ten.

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 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.

Our primary use case is as an end user.

It is very user-friendly, and intuitive, it will lead you and take you to the next steps.

I would like to see the organizational details improved to make it less difficult to bring new clients on board.

I have been using Salesforce Platform for the past few years.

The stability is good and I would rank it an eight out of ten.

The scalability is excellent with more than fifty thousand users.

The technical support team is called internal.

I would rate Salesforce Platform an eight out of ten.

We use the Salesforce Platform for all the CRM activities in the organization.

Salesforce Platform could improve by having better integration with Microsoft Azure. For development, we use Microsoft Azure and there was proper integration between the two solutions. We had issues with the customer and they were logged into the Salesforce Platform. We did not have any good way of integrating those issues into the R&D. The R&D mainly uses Microsoft Azure.

I have been using the Salesforce Platform for approximately four years.

Salesforce Platform is stable.

The scalability of the Salesforce Platform is good.

We have 2,000 to 5,000 users using this solution. The product management uses it extensively.

We have used the support and I have not heard anyone complaining about the level of support.

I would recommend this solution to others.

I rate Salesforce Platform a nine out of ten.