We use this solution to track customer activities, opportunities and contact information.
Channel Sales Director at Quest Software
Scalable CRM used to track customer activities, opportunities and contact information
Pros and Cons
- "We use this solution to track customer activities, opportunities and contact information."
- "The interface could be more user-friendly and offer more customization."
What is our primary use case?
What needs improvement?
The interface could be more user-friendly and offer more customization.
For how long have I used the solution?
I have used this solution for two years but the company I work for has been using it for many more years.
What do I think about the stability of the solution?
This is a stable solution.
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What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
The technical support for this solution is very good.
What other advice do I have?
I would rate this solution a nine out of ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Chief Technical Lead at a consultancy with 201-500 employees
CRM suitable for medium to large enterprises that allows fast delivery of applications to the end user
Pros and Cons
- "It is a platform that allows you to get applications quickly to the end user in a secure way."
- "The integration of Salesforce with other solutions could be improved."
- "The customer service team at Salesforce get the job done but they are not fast. The technical support could be improved."
What is our primary use case?
I custom develop this solution for different clients. It is a platform that allows you to get applications quickly to the end user in a secure way. It is a fast and easy solution but it is not cheap.
What needs improvement?
The integration of Salesforce with other solutions could be improved.
For how long have I used the solution?
I have 11 years experience working with Salesforce.
What do I think about the stability of the solution?
This is a very stable solution.
What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
The customer service team at Salesforce get the job done but they are not fast. The technical support could be improved.
How would you rate customer service and support?
Neutral
What's my experience with pricing, setup cost, and licensing?
The cost of this solution depends on negotiations. It is somewhere between expensive and reasonable. There is always additional costs for consulting services. It's the kind of solution that requires consulting, but it is not a licensing cost. It is a consulting cost. It is CAPEX versus OPEX.
What other advice do I have?
I would recommend this solution for medium to large enterprises.
I would rate this solution a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Implementer
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June 2026
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Senior System Engineer at a tech services company with 51-200 employees
Works very well and is useful for keeping track of appointments and sales opportunities
Pros and Cons
- "It works beautifully. I haven't had any errors."
- "You can put your clients' names in there along with their contacts and the opportunity for sales with them."
- "When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do."
What is our primary use case?
I use it for keeping track of my appointments in their calendar, and I use it to view opportunities for sales that my sales force puts in there for us. I am using its latest version.
What is most valuable?
I have used only two features. I use the calendar to keep track of my appointments, and I also use it to view the opportunities. You can put your clients' names in there along with their contacts and the opportunity for sales with them.
It works beautifully. I haven't had any errors.
What needs improvement?
When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do.
For how long have I used the solution?
I have been using this solution for three years.
What do I think about the stability of the solution?
I didn't have any issues. Everything has been good.
What do I think about the scalability of the solution?
I haven't tried to scale it. We have about a hundred users.
How are customer service and support?
I have not used their tech support.
Which solution did I use previously and why did I switch?
We did use something, but I don't remember what it was.
How was the initial setup?
I didn't install it or configure it. Our company did that. I just used it.
What's my experience with pricing, setup cost, and licensing?
I didn't buy it. I just use it.
What other advice do I have?
I would advise making sure that you have a plan for how you're going to configure it so that you do things right the first time. We've changed the way we use it several times. We have improved our workflow in there over time. This was just because of the way we were first using it or the way we had configured it. There is nothing wrong with the product.
I would rate it an eight out of 10. As soon as I get used to the changed look and feel, it'll probably go back up to 10.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Commercial Manager at a computer software company with 1,001-5,000 employees
Easy to use with strong reporting features
Pros and Cons
- "Salesforce's strongest feature is reporting especially; it's also a lot more usable than other platforms I've worked with, and it has a great user experience with the ability to filter and access information in real-time."
- "Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail."
What is our primary use case?
We're using Salesforce to manage sales opportunities and relationships with our final customers. Salesforce can also be used to create a plan of activities for each deal. Salesforce can conduct some sales, budget, and revenue forecasts, and we use that information to predict our budget for the next periods.
What is most valuable?
Salesforce's strongest feature is reporting especially. It's also a lot more usable than other platforms I've worked with. It has a great user experience, with the ability to filter and access information in real-time.
What needs improvement?
Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail.
For how long have I used the solution?
We've been using Salesforce for three or four years now.
What do I think about the stability of the solution?
Salesforce is pretty stable.
What do I think about the scalability of the solution?
Salesforce is pretty scalable. We don't have many users in Brazil, but we haven't seen any problem with performance so far.
How are customer service and support?
Technical support isn't something that you really need for day-to-day activities. We usually don't need that.
How was the initial setup?
I have an internal team that works with Salesforce to set it up for our customers. And they have set up the solution for us as well. So I don't know how hard it was to set up. For us end-users, it was pretty easy, but I don't know for them.
What other advice do I have?
I rate Salesforce nine out of 10.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
AWS North America Alliance Lead at a computer software company with 501-1,000 employees
Provides visibility to opportunities, and the keyword search makes it easy to find things
Pros and Cons
- "The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot."
- "We have hundreds of users all across our company, it is being used extensively in our organization, and that's how we run our sales here."
- "Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier."
What is our primary use case?
We are using it for forecasting, customer contacts, and that kind of sales stuff.
I assume it is in the cloud because that's Salesforce's model. They have their own private cloud.
How has it helped my organization?
It has provided visibility to opportunities.
What is most valuable?
The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot.
What needs improvement?
Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier.
For how long have I used the solution?
I have been using this solution for probably a decade.
What do I think about the stability of the solution?
It is very stable. There are no performance issues.
What do I think about the scalability of the solution?
It handles my needs well. We have hundreds of users all across our company. It is being used extensively in our organization. That's how we run our sales here. We have a support desk to take care of its maintenance.
How are customer service and support?
I have not contacted their technical support.
What other advice do I have?
I would rate Salesforce Platform a nine out of 10. If reporting was easier, I would probably rate it a 10 out of 10.
Which deployment model are you using for this solution?
Private Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Lead at Aligned Automation
Very flexible, reasonably priced and scalable
Pros and Cons
- "A very flexible solution."
- "Compared to other CRM applications, Salesforce is very good and you can set it up in the cloud."
- "UI needs to be more intuitive and user friendly."
- "The UI needs to be improved. As developers, we can manage it, but for end users it's not very attractive in the workshop."
What is our primary use case?
We're using Salesforce to get some data for one of our clients - Excel filters. I'm a solution lead and we are customers of Salesforce.
What is most valuable?
Compared to other CRM applications, Salesforce is very good and you can set it up in the cloud. It's very flexible.
What needs improvement?
The UI needs to be improved. As developers, we can manage it, but for end users it's not very attractive in the workshop. It needs to be more user friendly and more intuitive.
For how long have I used the solution?
I've been using this solution for two years.
What do I think about the stability of the solution?
In terms of scalability, I think it's one of the best applications to come out recently.
What do I think about the scalability of the solution?
The solution is very easy to scale.
How are customer service and technical support?
I think the response time could be improved. We generally wait 24-48 hours for a response, which is quite a long time.
How was the initial setup?
The initial setup was relatively straightforward. Implementation was done in-house with assistance from Salesforce. Maintenance is really just the batching and updates. We have around 500 users in the company.
What's my experience with pricing, setup cost, and licensing?
The pricing is okay and the cost varies depending on your requirements and number of users.
What other advice do I have?
I definitely recommend this product and rate it eight out of 10.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Quality Assurance Lead at a computer software company with 501-1,000 employees
Easy to scale, easy to setup, good performance, and good technical support
Pros and Cons
- "The process and the workflows are amazing."
- "Any issues it may have for example with integration are all minor when you compare it with the performance, scalability, and ease of use."
- "Integration needs improvement."
- "Integration with a few of the other products such as Spring Boot is a problem."
What is our primary use case?
We are predominantly a Salesforce consulting company and we do Salesforce implementation for various types of clients.
We are in the implementation business and we help our clients. Most of our services are in the nonprofit public sector and CPQ.
What is most valuable?
In terms of a CRM or a BAR, Salesforce is absolutely great from a client standpoint.
The completely out-of-the-box service is absolutely great.
The process and the workflows are amazing.
What needs improvement?
Integration with a few of the other products such as Spring Boot is a problem.
Integration needs improvement. We have found that there are some issues with integration.
DevOps is lagging in Salesforce development practice. We are looking for a better understanding of DevOps for Salesforce.
I would like to see automation DevOps in the next release.
For how long have I used the solution?
It's a 14-year-old company and we have been using Salesforce Platform for nine months.
We are using the latest version. We have been working with both public and private clouds.
What do I think about the stability of the solution?
There have been some issues with the stability of the Salesforce Platform, but it's very minor compared to other applications.
What do I think about the scalability of the solution?
The scalability of the Salesforce Platform is amazing. There are no issues with the scalability of this product.
We have 1,000 employees who use it.
How are customer service and technical support?
As partners with Salesforce, we are dedicated and in touch with Salesforce all of the time.
The technical support is good.
How was the initial setup?
The initial setup is straightforward. It is quite easy.
What's my experience with pricing, setup cost, and licensing?
The price varies depending on the cloud.
Which other solutions did I evaluate?
We are exploring multiple different tools at this point.
Within our company, we haven't developed automation practice so far, which is the reason why I have been doing research to identify the most suitable tool exclusively for Salesforce functional automation.
What other advice do I have?
I would recommend this solution to others. This is the right time to look into Salesforce, so it's going to be huge in few years.
I am totally in love with this solution. Any issues it may have for example with integration are all minor when you compare it with the performance, scalability, and ease of use. I would definitely rate it a ten out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Account Manager at a tech services company with 51-200 employees
Makes it easy to keep up with everything, close pending deals, and keep things organized
Pros and Cons
- "I like it because of the fact that it lets me know what I'm working on and what I've recently worked on. It also helps me and allows me to do tracking. If I want to go out and find out how many times I've touched customers, I can find that information out. It tracks such information, and we use it. If we send any type of promotions out, it tracks who gets those promotions and how they've responded to those promotions."
- "It is a good product, and it has served us well."
- "There is always room for improvement. It can be hard to learn, but when you have somebody who is experienced in this, it is like anything else. It is like Excel, you'll never know everything about Excel, but there's somebody who would possibly know. I'm sure I don't know all of the ins and outs of Salesforce."
- "There is always room for improvement."
What is our primary use case?
It is our customer base, and we use it for just about everything.
I am using the unlimited latest version. It is on the Salesforce cloud.
How has it helped my organization?
We use the whole gamut of it. We use it for customer information. We also use it for prospecting. It has information about our delivery team such as who has got a particular account. It also has any type of service information that is needed, such as billing address, demographics, system information, account teams, and account planning. If we want to delve into a customer, we can account plan and find out what they've got and what their networking environment looks like, and this information is held in our records. If something happens to me, and somebody called about that particular record, they can find this information and pick from where I left off.
It is easy to close pending deals. When a customer signs the paperwork, it has got the e-sign incorporated in it. So, when a customer says, "Yeah, let's move forward with that.", we send an amendment or a contract to the customer via e-sign. They sign it, and it comes right back to us. After that, the person who does the sign off on contracts signs it, and when they're finished with it, it comes right back to me stating that it has been signed and countersigned, and now I can go ahead and process that order and get to the customer a copy of the record so that they have a copy in their records. It is overall an easy place to keep things organized.
What is most valuable?
It is a good solution. It has a learning curve, but once you learn it, it is a very good piece of software to have to keep up with everything, such as cancellations, new accounts, new contacts, and new opportunities. We also sell co-location, so it gives us a lot of data center information, such as what rack this customer is in and how much power they've got on that particular rack. It gives a lot of information. You just need to know where to find it. Once you learn it, it is just easy to navigate.
I can go anywhere with it because it is web-based. All I need to do is get to it, and I can get to my customer. It is pretty straightforward. It's like any piece of software nowadays. It has an application that can be taken with you anywhere. It is on my phone, and it is also on my iPad, desktop, and laptop, so I can take it with me anywhere. It is very easy to use and easy to access.
I like it because of the fact that it lets me know what I'm working on and what I've recently worked on. It also helps me and allows me to do tracking. If I want to go out and find out how many times I've touched customers, I can find that information out. It tracks such information, and we use it. If we send any type of promotions out, it tracks who gets those promotions and how they've responded to those promotions. It is just a well-organized space that kind of has everything that you need to take care of your customer.
What needs improvement?
There is always room for improvement. It can be hard to learn, but when you have somebody who is experienced in this, it is like anything else. It is like Excel, you'll never know everything about Excel, but there's somebody who would possibly know. I'm sure I don't know all of the ins and outs of Salesforce.
In terms of additional features, it has got pretty much everything in there. It has a lot of information, and it is perfect for me. I'm an old-school guy, so I think it's perfect, but I'm sure there's going to be some room for improvement somewhere along the line.
For how long have I used the solution?
I have been using this solution for the last five years, but my company has probably been using it for quite some time.
What do I think about the stability of the solution?
The only glitches that you'll have will be the operator, but once you know the navigation of it all, you won't have a problem with it. It's like anything else you learn.
What do I think about the scalability of the solution?
It is easy to scale. I use the unlimited version, so I've not been stumped on anything here. In terms of usage, all the personnel in our company use it.
How are customer service and technical support?
I've signed up for difficult classes, and they've been Johnny-on-the-spot to help out and to see if there's anything else that they can do. Their customer service is top-notch.
How was the initial setup?
It is pretty straightforward. It is pretty easy to set up accounts.
What's my experience with pricing, setup cost, and licensing?
I don't know anything about its cost, but I'm sure it has got a nice little price tag that goes along with it.
What other advice do I have?
I would recommend this solution to others if they can afford it. It doesn't mean it is expensive. I don't know what it costs, but if you can afford it, it is a good way to get in.
It is a good product, and it has served us well. It keeps us organized, and it keeps us with our customer numbers. It has a learning curve, but you got to start somewhere. Like anything, you have to learn it. If you've got a good attitude and an open mind, you can learn anything.
I would rate Salesforce Platform a 10 out of 10.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
DevOps Engineer at Apptegy
Provides a preferred method of backing up data
Pros and Cons
- "The solution provides a preferred method of backing up data."
- "The licensing is on an annual basis. It is expensive."
What is our primary use case?
Salesforce Platform can be used with Amazon.
What is most valuable?
The solution provides a preferred method of backing up data.
I also consider the interface to be a valuable feature.
What needs improvement?
We have yet to encounter any areas of the solution in need of improvement.
What's my experience with pricing, setup cost, and licensing?
The licensing is on an annual basis. It is expensive. The license is the only fee we incur.
What other advice do I have?
We do not have plans to migrate.
I rate Salesforce Platform as a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Process Specialist - Operational Excellence at a government with 51-200 employees
Flexible, highly scalable, and reliable
Pros and Cons
- "The solution is scalable and it is one of its best features."
- "The reporting needs improvement and the dashboard could have more components added."
What is our primary use case?
This solution can be used for managing customer relations.
What is most valuable?
One of the main features of the solution is it is flexible.
What needs improvement?
The reporting needs improvement and the dashboard could have more components added.
For how long have I used the solution?
I have been using the solution for three years.
What do I think about the stability of the solution?
I have found the solution to be stable.
What do I think about the scalability of the solution?
The solution is scalable and it is one of its best features.
How are customer service and technical support?
The technical support has been fine.
What other advice do I have?
I would recommend this solution to others.
I rate Salesforce Platform a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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