Salesforce Platform Reviews

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 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.

I use the Salesforce Platform for quoting, tracking, and updating customer information. We've also had a solution that we've created or built on top of Salesforce. We've recently deployed some native solutions, which I haven't used yet. Our entire project management team has been a recent adoption. There's is another third-party solution called Hot Docs, for reports.  I think you're going to be moving to another application that's even more functional.

The solution has plenty of features that are useful.

We have a lot of strategic accounts and large accounts that are tied with all the growth and acquisitions across North America, being able to tag parent-child accounts in an easier fashion would be better. This is the biggest pain point is associating parent to child and being able to align and manage it better. Overall a better parent-child relationship between accounts would be a benefit.

I have been using Salesforce Platform for approximately seven years.

The solution is stable and reliable.

We have multiple things that we built on top of the Salesforce Platform which our team utilizes. One's called Customer Planning Opportunities, which is about 16 globally. When through an opportunity, a salesperson on the service side can create requests for us for some of my teams, and then it sends out a mass email. 

There are multiple public and private pages that they've developed which we can log activities, such as sales, pre-sales, and pre-sale planning. We can upload documents that everybody can go and gather. If we upload a document in our Customer Planning Opportunity, which is built on top of Salesforce, it doesn't have to send attachments within the CRM. 

There are some places where there are some disconnects

The technical support is responsive. I don't personally call them, but they're very good about if you want to learn or receive additional training within the application. It's pretty good.

We have a technical team that does the implementation, and we hired third-party resources too for the deployment. I wasn't part of the deployment team.

Salesforce does a user capacity analysis on a regular basis. For example, if you're not using certain areas, you may lose access. If you don't go in and quote and edit quotes, all of a sudden you may lose your rights to quote.

I would recommend this solution to others.

I rate Salesforce Platform an eight out of ten.

CRM tool 

I find that the SalesForce solution can be used to capture everything you're doing during the course of the workday. I'm not a senior executive. I'm the guy in the trenches. I find management is trying to develop a portal to log all the information possible, so that, if I ever left, that they would be able to recreate my funnel and have all the contact information and the customer information and try to better understand the dynamics of the decision making within any of the corporations that I've identified as potential customers.

What I really like about Salesforce is that it's very intuitive. It's an easy platform for salespeople to quickly and efficiently be able to track an opportunity and develop custom reports for management. 

At times, companies that have embraced the Salesforce engineering model, have been able to gather resources necessary to facilitate quotes. It'll be able to store all my information, as far as notes from calls, meetings, and tracking the progress of a particular project.

There's always room for improvement. Simplification is something it needs for sales. Every time you get the engineers involved, they make things a little too complicated. It might be more beneficial to simplify everything for quick and easy reference.  

The solution should offer a Salesforce version for individuals. You have a number of people that have independent agencies and other independent workers that are out there that want to be able to track what they're doing and be able to put that into some sort of a schedule that coordinates with their calendar and everything else. When I look at Salesforce and I open Salesforce, it's unique to me as an individual. I've used Salesforce with many different companies. Sometimes you can see the visibility of other accounts, and things of that nature. These platforms can be problematic as you have people that are always looking at your stuff and then trying to work their way around you. 

With Salesforce, I do feel that I'm doing a lot of repetitive tasks. We're constantly, re-putting in the same thing over and over and over. And that's something that Salesforce should figure out. They need to remove redundancies, as salespeople want to move on to the next deal. Salespeople want to talk and track the initial and primary points of contact. They want to put in a quick note and move on to the next opportunity. 

For a salesperson, sometimes, you should be able to categorize your opportunities in the vertical markets that can be beneficial as well. I know it makes it a little more complex, however, that way you could see everything at a glance. You could look up which vertical, for example, you are more successful in. You should be able to split those out and dissect everything a bit better.

That way, when you're running your campaigns, you could actually have some consistency. For example, as a salesperson, you could say "today I'm going to call logistics companies" or "today I'm going to call finance companies". 

I've been in technical sales for about 30 years now and have used Salesforce for almost 20 years now.

The company I work for right now has 400 people.

I actually worked with GoldMine CRM, one of the first CRM tools that were out there. They worked on my internet services and voice services for many years before selling GoldMine to Vendata.

What I liked about their tool, which is something that Salesforce doesn't do, is they actually had a version for individuals as opposed to companies. That way, I would be able to track everything I was doing, too, and coordinate, and be able to save that information without setting up all the alarms that come with downloading something.

I haven't had to buy Salesforce, however, I have heard it's $1500 a user. 

I've used Goldmine Software, SEIBEL, Oracle, and Symantec Compass. 

The company I work for has a partnership with Salesforce. 

The product version is the latest and up-to-date. It's all handled through the company I work for.

I'd rate the solution at a nine out of ten. Nothing is perfect, however, Salesforce is a good CRM tool. 

We use Salesforce Platform for marketing, opportunity tracking, and account management within the sales element.

Coming into the early 21st century, actually automating a number of processes and work activities were done with legacy tools like Excel, Word, and so on. It's really just bringing everything into a modern integrated platform.

I like the reports and the dashboards. Since I'm a managing partner, I use the reports and dashboards to understand my team's contact management, opportunity management, and account management activities. We use Pardot for marketing campaigns.

Reporting could be better. Reporting is Excel-based, and it has sucked since the inception of the company. That's why I was excited about the fact of them bringing MuleSoft into the fold and Tableau.

I have been using Salesforce Platform since the late 90s.

The Salesforce Platform is very stable.

The Salesforce Platform is scalable. In consulting work, about four years ago, I did some work for GE. GE then consolidated 80 different Salesforce instances into either two or three instances. That's a company of 300,000 people globally at that point. Today, my business has a hundred partners, of which probably 60 or 70 partners use Salesforce.

My admin has used Salesforce technical support, and to my knowledge, everything has been very positive and very successful.

Over the years, we've created our own custom objects in fields. We try to keep the applications as standard or vanilla as possible, but we've tailored them to our business model and processes. The product is used moderately, and we have one Salesforce administrator to manage it.

I've been against Salesforce for many years, and even today, with Lightning, they haven't migrated everything that the platform did within Classic to Lightning. It's just continuing to improve the user interface and the integration capabilities with other non-Salesforce applications.

On a scale from one to ten, I would give Salesforce Platform an eight.

We primarily use Salesforce to manage pipeline opportunities. We are customers of Salesforce and I'm a senior enterprise multicloud strategist.

Salesforce enables us to track the percentage of opportunities that progress, the percentage that don't, and the reasons why.

This solution gives us a great platform to import and save customer data from various sources, and then manage them using outreach and various plugins to keep activity up. The dashboards are great, I can see lost or suspended accounts, year to day, total opportunities either as owner or team member, team pipelines, etc. It's very modular, so I don't have to continue to run reports and then track them myself. They have third-party plugins which are basically the same as features that enable you to get whatever functionality you need. It's fast and it works well, it's easy to aggregate information from multiple sources and all in all, I feel like it makes us a lot more productive as opposed to having to go to multiple websites. Here you can pull up an account, see all the tabs for that account without the need to have seven different tabs open on your browser.

The reporting functionality is very granular and you can do a lot with it, but unfortunately, it's not very intuitive. It's hard to get the report to show exactly what you want. It works if you turn it into a tile in the dashboard but working through it and creating the report is a little cumbersome, it's terrible. It's not super user-friendly, it takes time and some fiddling around. Simplified reporting would be great, but perhaps I don't have enough experience. I could spend some time figuring it out but for now, I create a report that I never have to create again. It's in a dashboard, so I don't get the opportunity to create much. With some training, I'd likely be better at creating reports. 

I've been using this solution for six months. 

The solution is stable. 

I've been able to scale very easily. We've doubled the size of our team in the last year and it's really easy to add new users and with a couple of minutes of training they've pretty much got it down. For that kind of internal growth and for everyone to be using it relatively well in such a short period of time, is great.

We have an internal technical resource that's able to assist on the Salesforce side. One of the things we've added recently is a button where you can essentially open a ticket for questions related to the use of Salesforce. In the past, I would reach out to our internal support team to help me build a report. Now, we simply have a request button that gets us to Salesforce.com support. I open the ticket and get a very quick response which is really great. 

From my perspective, they need to incorporate plugins. Salesforce is a great platform. It's like being able to use the apps on an iPhone. It looks good, you can make calls and it's easy to use but it's the ability to add apps which makes it great. In Salesforce terms, the value lies in the modular solutions through the plugins.

In terms of rating, the solution loses points because of the non-intuitive reporting. On the other hand, it provides many benefits. I would therefore rate the solution eight out of 10. 

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.