Salesforce Platform Reviews

We deployed Salesforce for global shared services, for global business services, where we consolidated and standardized on case management software. It's a marketing cloud. We used Einstein as well. We had a pretty large Salesforce deployment. If it was for all internal customers around our global shared services and business services, which was connected with the contact centers. We built contact centers in Manila, Prague, Bogota, and Tampa, among others. Salesforce was the platform that we consolidated all our processes on. We brought it together with Genesis and Interactive Intelligence around the call centers so that we brought everything together.

When we first did the assessment, it was global and it was for putting in a standardized software platform for all the corporate functions of HR, finance, procurement, payroll, and compliance. We standardized all their processes on Salesforce, and then we did that around case management and knowledge management as well. We did that across all those call centers, and that was our Salesforce deployment. We had to EBOM that with ServiceNow and Workday and all the financial systems, SAP, et cetera. We use Salesforce as one of our enterprise platforms.

The flexibility around the deployment is the most valuable aspect of the solution.

The user-friendliness and the interactiveness of Salesforce are great. The tools that came built with it are useful. Between Genesis and Salesforce, there were some schemas that were prebuilt. In terms of the implementation around the popups on the Genesis system and the Interactive Intelligence, they had some pre-built Salesforce schemas which made it very simple. 

With AI for Einstein, the bot capabilities, self-service capabilities, were great. We built a global portal that was Einstein, and the bots were key for the self-service capabilities that we were trying to deploy as part of this transformation to digital, and we basically put all of our documents and we digitized just about all the processes. There was a lot of our documentation as well and we put everything online. Einstein helped in the evaluation of these products. It helped navigate for the users, the end-users, which were all internal. We had some external too, as we ended up providing that service for third parties around invoicing and procurement. That said, Einstein helped in the user effectiveness and efficiencies around the interactions.

The biggest challenge we had was the cost and the licensing, and we ended up getting an ELA, so enterprise licensing agreement. That took a lot of negotiations and a lot of pressure, however, we were able to get good pricing, the community licensing, and they bundled in Einstein. They bundled a lot of capabilities for us with the ELA.

I've used the solution for the last two years, although it was deployed in 2017 or 2019.

The stability is very strong. We haven't had any issues. There are no bugs or glitches. It doesn't crash or freeze.

The product is scalable. 

We ended up getting premium support. Due to the fact that it was a critical environment, the call centers, we ended up getting the premium support that was built into the package that we provided. We did get the higher level, higher SLAs, to make sure that there was business-critical support.

We had a large Salesforce deployment in our pharma and medical device organizations. Therefore, we ended up getting enterprise licensing. We ended up having a good set of knowledge. We ultimately used Deloitte to do our development, and Deloitte had some very, very strong capabilities in Salesforce, specifically around case management. That got us going pretty quick. We had a very successful deployment in Salesforce.

From a capability standpoint, Salesforce has really met our needs. It was pretty easy to deploy. We kind of stuck to the basic versions and tried not to customize. We did configurations, however, we tried to stay native for most of Salesforce.

You really have to work hard with the licensing. they are open to negotiating, however, it takes a while to get there. 

We evaluated Salesforce, Appian, Pega, ServiceNow, Remedy, and we ended up selecting ServiceNow and Salesforce.

We selected Salesforce over Pega as we were able to consolidate everything on it. Then we selected ServiceNow for the IT side of it.

I'd advise to definitely not customize. As they rolled out the new versions, which were every six months, there had to be some significant testing and verification that happened. New companies need to have a good, strong third-party provider that is very experienced to assist. We used Deloitte. We did investigations. We evaluated Accenture, KPMG, and some others - even IBM - however, basically, we decided on Deloitte and that was a good decision for us.

You need to have a really good partner who has a center of excellence, or experts, that could give you a lot of insights into what they've learned that could jumpstart your deployment. I'd advise new users to just stay standard and really focus on the licensing. Otherwise, it could get really costly. 

I'd rate the solution at an eight out of ten. We are quite satisfied with Salesforce. 

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 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.

Salesforce Platform is our CRM used to manage the business and the sales opportunities.

I like the mobile app.

When compared to Siebel, the Salesforce Platform is easier to use. I really like Salesforce.

The user interface is user-friendly.

The customization is good, you can set it up and do whatever you wanted with it. You can easily customize it, and automate reports.

It's fully functional in my opinion.

It may be slow, but that is relative. When compared to Siebel CRM, which was large, clunky, and extremely slow, Salesforce seemed fast to me.

I used Salesforce Platform every day for six years and stopped using it one month ago.

I am working with the latest version.

I have no issues with the stability of the Salesforce Platform.

The scalability of the Salesforce Platform is very good, you can easily add people and grow the product.

With the Sprint acquisition, we have approximately 40,000 or 50,000 users.

I personally have not contacted technical support.

I have cursory knowledge in Microsoft Intune or VMware Workspace ONE. We used to resell. I worked for Sprint, T-Mobile, and AT&T, and we were a major reseller of Microsoft Office and Intune at the time of their launch.

I was not involved in the installation. It has been in place for years.

I don't have any information regarding the price of the Salesforce Platform.

In general, the price is an area where there is always room for improvement.

I am primarily in sales and work with a technical team and engineers.

I would highly recommend this solution to those who are considering using it.

I would rate Salesforce Platform a nine out of ten.