Salesforce Platform Reviews

My use case with the Salesforce Platform is integration. It has development tools that we integrate with to make updates and create new programs. We work with small batches that we develop when upgrading code or integrating changes, updates, and publishing them. It lets us see the pilots, how they work, and allows us to deploy on a small pool of data to see how the reporting looks and how these Salesforce Platform users appear at the end. We have two kinds of users, both of whom use tablets. For example, we check how they look when they go to different medical centers or different vendors. When these salespeople are in the field, we can observe their appearance, which helps us with all these variations and checks before publishing.

The updates, pricing part, and upgrades to the products are some of the most valuable features with the Salesforce Platform.

With the Salesforce Platform, I have minimal experience of approximately one and a half years. I get minimal exposure, once every three or two months, especially during holidays.

The Salesforce Platform is connected to the cloud, which is beneficial. When it is integrated with different tools such as Microsoft BI Analytics, it helps us analyze much better. Currently, the integration itself is tricky as we have to use extensive scripting. It should be more of a plug-in and use solution. That is the only issue I see, but otherwise, I appreciate it.

I give it a six because they still have room to be more user-friendly with other advanced applications.

With the Salesforce Platform, I have minimal experience of approximately one and a half years. I get minimal exposure, once every three or two months, especially during holidays.

The initial setup is not complex. They come as is even before we are hands-on with the intersystems. They arrive as is, and we can determine if it is working or not, and we are able to validate it, though we are not allowed to do that.

Regarding customer service with the Salesforce Platform, I do not have much experience working with them directly. However, my other team that focuses on development, including strategy and MicroStrategy, does have experience with them, but I do not have that direct involvement.

Neutral

The initial setup is not complex. They come as is even before we are hands-on with the intersystems. They arrive as is, and we can determine if it is working or not, and we are able to validate it, though we are not allowed to do that.

I have experience with data solutions and BI tools, including Tableau and BI-related database tools and reporting tools.

For the Salesforce Platform integration, we use interfacing tools for integration and monitoring. I am mainly on the reporting side and have used various reporting tools.

We use the Salesforce Interface tool where we make rapid changes when needed. For example, if there is a sale at Macy's for an upcoming holiday, we can make code changes and publish them overnight.

We take a sprinting approach with the Salesforce Platform. We focus on a specific feature, pilot it, test it on a few people, then release it. The planning team coordinates with business sides, gathering configurations from users, developers, managers, and vice presidents. We implement through a rippled effect to reach the end development.

For AI-driven analytics, we deploy within different groups. In the medical sector, we observe patient visits, reasons, timing, and other details at different performance levels from employees, IT, and vice president perspectives. We publish these analytics as dashboards.

For automation, we use various tools depending on the enterprise. I manage a tool called Tidal, which integrates with BI, MicroStrategy, SAP, legacy applications, Microsoft applications, and databases. These automated processes are built on Java, C, and C++. We write a small script, and it handles the rest.

Regarding pricing, a separate department handles this as we have over 50,000 employees. We are involved from the pricing perspective when renewing licenses.

We use Data Loader IO as the direct integration tool for databases. We work with Oracle and other systems on the database side.

My review rating for the Salesforce Platform is 6 out of 10.

I use Salesforce Platform for case management and business analytics with Einstein. Business analytics, ticket management, case tracking, task creation, and research into accounts are primary functions. This basically encompasses sales research.

The biggest benefit is seamless usage in terms of an easy-to-use interface and GUI that makes it easy to interact with the entire platform and generate reports effortlessly. These are the plus points on Salesforce Platform.

For instance, I have a specific report that I need to generate every week. This can be automated, so every week I automate report generation, which seamlessly gives me an overview of the data I'm looking at.

In terms of customization and requesting features that need to be enabled, the process is longer than ideal. As a user, I have very limited access rights to Salesforce Platform, which limits my capability. If a user were granted access to consume more features from Salesforce Platform and the system could show exactly who needs to grant that particular access, that would be a very good improvement.

If I need to gain access to a specific feature within Salesforce Platform, it should point me to who in my organization manages it. If the system is able to tell me who exactly is managing it, I can get in touch with that particular user to understand whether I can gain access. This particular feature seems to be lacking, not only in Salesforce Platform, but in any CRM application.

I have been using this solution for more than 10 years.

I would give it a nine out of ten in terms of stability. It is definitely very stable.

Salesforce Platform is very scalable. In terms of scalability and adoption, it is very easy.

Support is good.

I do not work with ClickUp. I do use Salesforce Platform.

Salesforce Platform is a SaaS-based solution that we have adopted. Installation is seamless. I can directly create a user and then log in, which makes it much easier to adopt.

This came from a partner who sells Salesforce Platform. We consume the services from a partner company based out of Singapore.

It definitely has an ROI. ROI is basically defined by my organization at the end of the day because they are paying for the solution. However, in terms of productivity, my ROI is definitely at an eight or nine out of a scale of one to ten.

It is on the expensive side, unfortunately.

In terms of maturity level, Salesforce Platform is a more mature product compared to other CRM applications available today. Unfortunately, it is also the most expensive.

My team uses other features, but I do not use those in my role. Integration with Microsoft Outlook works very well. Currently, the only thing I work on is Copilot with Salesforce Platform integrated into it, and it is helpful. My overall review rating for this product is eight out of ten.

Public Cloud

Other

I used Salesforce Platform to create leads and manage accounts from a sales perspective, generate reports, and conduct business analysis within the company. I used Salesforce frequently from 2014 until December 2023.

Salesforce Platform helped with managing and maintaining client data and tracking progress with accounts, which saved forty to fifty percent of my time.

The most valuable features of Salesforce are its level of customization and integration. They help you a lot if you have backlog data to integrate into the system as a starting point. The new interface is much easier and more efficient compared to the previous one. Their reporting is also great, and the integration capability is very critical because you can integrate multiple different platforms into Salesforce.

Salesforce could improve by offering AI features or functionalities to help business decision-makers analyze business history, suggest forward strategies, and participate in events. The previous version had a complicated interface where multiple pages and data entries were required, which was not pleasant for sales teams or business users. Also, deploying Salesforce took a long time, about four to five months, which is not ideal for any business.

I used Salesforce frequently from 2014 until December 2023.

While using the previous version, Salesforce was glitchy sometimes. On occasion, we had to log in and out frequently, open tickets with our IT team for account reconfiguration, or request permissions to access the system. However, these issues weren't frequent.

Salesforce's scalability was not a problem. I worked for companies with 130,000 employees, and we all interacted with Salesforce in some way.

I cannot comment on Salesforce's customer service, as I was not the person who interacted with their support team.

Positive

I stopped working with Salesforce because I changed companies. As an independent consultant now, I don't need to scale to use Salesforce.

The IT team from my company handled the deployment. There may have been others involved from Salesforce, however, I am not aware.

Salesforce saved about 40% to 50% of my time by allowing me to manage and maintain client data and account progress. With the new interface, I'm expecting efficiency could go up to 60% or even 70%.

The pricing of Salesforce is decent compared to its value. I have seen alternative solutions close in price that do not offer the same flexibility. I don't know about the pricing of the new version.

I used several other communication and collaboration solutions such as Microsoft Teams, Zoom, Webex, Slack, and Google Meet.

I'd rate the solution eight out of ten.

We mostly use Salesforce Platform as a CRM for our sales.

The most useful features of Salesforce Platform for us include lead generation, lead management, and pipeline management. The automation capabilities are also beneficial as we use them extensively for our sales follow-ups and email campaigns. Additionally, Salesforce Platform has helped streamline our sales operations, which has essentially increased the effectiveness of our sales operations.

Salesforce Platform needs a little more customization to improve usability. Although it is currently good, it can offer more flexibility and customization options to better suit organizational needs. Using AI extensively to make the platform easier to use would also be beneficial.

I have been working with Salesforce Platform for two years.

I have not encountered any issues or complaints about the stability of Salesforce Platform.

Salesforce Platform is absolutely scalable for us. There are no problems from a scalability standpoint.

We have contacted Salesforce support, but the operations are managed by someone else, so I do not have detailed information.

Positive

We did not evaluate any other options before choosing Salesforce Platform. We specifically wanted Salesforce.

On a scale of one to ten, I would rate the ease of setup at eight.

Using Salesforce Platform helps to streamline our operations and increases the effectiveness of our sales operations.

Salesforce Platform may be on the expensive side. However, getting value for money depends on how it's used. It might be expensive compared to other platforms like HubSpot.

We did not evaluate other solutions before deciding on Salesforce Platform.

As long as someone understands their exact need for Salesforce Platform and uses it accordingly, it can be of great value. I would rate Salesforce Platform a nine out of ten. The biggest benefit for us is the streamlining of the entire sales process.

Public Cloud

Other

I am the sales head for my company, and I use Salesforce Platform to track who is doing what, track leads, and manage the pipeline. It is my everyday tool for sales operations.

Salesforce Platform offers a complete combination of features, including dashboards and progress tracking. It's a good tool, which is why we use it for all our sales work globally. It serves as a central repository, and it's an automation tool for our sales team.

I was talking to somebody about using AI to give us reminders from Salesforce Platform. For example, when we have to follow up with someone who says to call after three months, we enter that information into the system. AI should pick up and send us a reminder from the notes.

I have over ten years of experience with Salesforce Platform.

I find Salesforce Platform to be stable. We have never had any problems with it. Even if anything happens, it's managed by our IT side, and we don't come to know.

Salesforce Platform is a scalable solution for our needs. We are using it globally in thirty countries. If it was not scalable, we would not have chosen it.

We are not involved with Salesforce Platform's customer service directly. We have an internal team that helps us, and they should be your audience for this input.

Positive

We evaluated HubSpot and Salesforce Platform. We found Salesforce Platform more user-friendly than HubSpot.

We evaluated HubSpot along with Salesforce Platform.

The operational impact of Salesforce Platform is that it serves as a central repository for all the sales work across the globe. It is more than just time-saving or cost-saving; it is an automation tool for our sales team. Generally, it is a good tool, and I would rate it around eight or nine. I would recommend it to others because I like it and use it. I rate the overall solution as 8.5 out of 10.

We are an implementation partner for the Salesforce Platform. We help clients implement and adopt Salesforce in various capacities and products.

Salesforce Platform facilitates the easy building of solutions in a very short time, making them readily available for customers to view. It also improves go-to-market strategies, making them much more affordable and faster.

The low-code approach to Salesforce Platform is highly valuable. It allows for writing less code and emphasizes doing more documentation. The ease of building solutions efficiently is a significant advantage.

Salesforce's constant rebranding and name changes can be confusing for both customers and partners. They should consider having certain apps that make decisions much more approachable rather than spreading out across multiple platforms and sites.

I have been using Salesforce Platform for the past 14 years.

Salesforce Platform is definitely stable. The custom load functionality is balanced across multiple servers. Administrators are notified regarding downtimes, but these are very limited and only for maintenance.

Scalability is a challenge due to the platform's configurability and the constant addition of products by Salesforce. There are limitations when handling massive data processing or large data volume operations.

I come from a background in Microsoft Development Technologies, and the shift to the Salesforce Platform was significant due to its low-code approach.

Pricing is on the expensive side and continuously increases. Salesforce uses strategies to entice customers to buy new licenses, thereby increasing their footprint, which I find problematic.

Salesforce Platform is worth the investment if used properly. It is crucial to have the right strategy or roadmap for using the platform to avoid improper implementation and wasted investment.

Hybrid Cloud

Other

I am using Salesforce Platform for managing customers, managing cases, opportunities, closing deals, and project management. It is not technical project management; rather, it focuses on managing people, collaboration, and the next steps.

Everything is in one place. We are also using Tableau, and currently, the UI of Salesforce Platform includes the Tableau dashboard. This integration allows us to manage customers from all aspects in one place, providing a clear view.

I do not like the number of clicks required to get information. The UI is not very intuitive or innovative. They can improve this aspect.

I have used the solution for three years.

The implementation is very long, and to make changes, it takes time to implement and adjust. On the positive side, it is custom-made for each company, but it takes time.

There are some glitches or performance issues. Sometimes the system is stuck when many users are using it.

Salesforce Platform is very scalable.

The support is very good.

Neutral

I gave an overall rating of nine points because the implementation is very long, and to make changes, it takes time. However, it is beneficial that it is custom-made for each company. My overall rating for the solution is nine.

Our primary use case for Salesforce Platform is to manage our sales, customer support, and other business processes. I primarily work on Salesforce CPQ, Conga CPQ, Conga Composer, and Adobe eSign.

Salesforce Platform has significantly helped our organization. For instance, with a previous customer, we moved them from managing their data on Excel to using Salesforce, which improved their efficiency. 

The automation capabilities, monitoring of reports and dashboards, and the overall ability to handle sales data have been instrumental in their success. Our sales representatives have doubled their revenue as they can now handle multiple records and connect with customers more efficiently.

The lead conversion process in Salesforce Sales Cloud is extremely valuable. It allows leads to be converted into accounts, contacts, and opportunities with just a few clicks, which saves time and reduces manual work. 

The automatic updates and customizable user interface are also beneficial. Another valuable feature is the optimization required by Salesforce, which ensures that everything is running efficiently.

Salesforce could improve the performance of their lightning components as they are currently quite heavy on the system and slow to load. Optimization in this area would be beneficial as customers expect quick loading times.

I have been working with Salesforce for seven years.

Salesforce Platform is generally stable, but there are occasional days when it loads very slowly or doesn't work at all. These issues are rare and we usually contact Salesforce support to resolve them.

Salesforce's scalability is generally good, but there are some limitations with managed packages that can be time-consuming to address. On a scale from one to ten, I would rate its scalability as a seven.

Salesforce's customer service is quite responsive and collaborative. They have the technical knowledge needed to assist effectively. I would rate their customer service an eight point five out of ten.

Before using Salesforce Platform, we managed everything on Excel sheets using macros. This method was inefficient and cumbersome compared to Salesforce's capabilities.

The initial setup of Salesforce Platform is not very easy but not too difficult either. Salesforce provides a representative to assist with the setup process, which makes it manageable. I would rate the initial setup as a six or seven out of ten.

We used a team of two to three people for the initial deployment, which included handling repositories and moving changes. As the project became more complex, the team size increased to four or five people.

Using Salesforce has contributed significantly to our revenue growth. Our sales representatives have doubled their revenue because of the increased efficiency and new product offerings made possible by Salesforce.

Salesforce is quite expensive, especially for vendors in India. I would rate the pricing of Salesforce Platform as a six point five out of ten due to its high cost.

I was not part of the decision-making team when Salesforce was chosen, so I do not have information on other vendors that were evaluated.

Salesforce Platform is a very good product. They are responsive and go beyond to help you out. It is easy to maintain and entirely cloud-based, which is great for new generation needs.

I'd rate the solution eight out of ten.

Public Cloud

Other

I primarily use Salesforce for tracking opportunities, sales activities, and providing high-level dashboards on each opportunity stage.

The solution provides good control on opportunities, allowing me to see our progress and next steps clearly. This organization improves our ability to manage sales-related activities effectively.

Salesforce offers control over the opportunities to see where we are and gives me high-level dashboards on each opportunity stage. It also allows for streamlined tracking of sales activities.

Salesforce could improve by adding more capabilities to the dashboard, such as additional fields for more filters and more control over what I would like to see. More options for the dashboard would be beneficial.

I have used Salesforce Platform for about 11 months.

Sometimes it would be a little bit slow, however, it's manageable.

It is scalable enough.

I cannot rate technical support. I did not open any case with them.

Positive

I have not used previous solutions within this context.

There is no initial setup needed as it is a cloud-based solution.

This task is managed by the IT team, not by me personally.

I'd rate the solution nine out of ten.

Public Cloud

Other

I have been working mostly for the automotive industry over the last four years. Within that, I have been associated with after-sales, customer care, new business development, and customized solutions for specific areas of business, either in customer care or sales.

There are improvements when you can integrate a multi-team process by automations. Many features in Salesforce allow you to automate processes. The trend right now is to use what they call out-of-the-box functionality with flows to optimize processes. This is the current trend. 

They are also starting to use artificial intelligence in agents to automate customer care bots, mostly. That part is new and still has to prove its mettle.

Stability of the platform is important, as are security and flexibility. The out-of-the-box functionality covers 70% to 80% of the most common scenarios that a client has in sales, customer care, and service.

Identification management systems integration should be easier. This is one of the current problems as different customers have different identification management systems, and integrating Salesforce with external corporate systems is challenging. 

Additionally, development for mobile platforms could be improved, as the current versions are not good enough.

I have been using it for 15 years.

It's a very stable system. I would rate it a nine out of ten.

I would rate it at eight out of ten.

Support is not the strongest point. I would rate it at six out of ten. When the issue is technically challenging, the first and second level support don't have solutions for truly technically challenging problems, even if they are Salesforce related.

Neutral

I would rate the initial setup at nine. It's one of the easiest platforms to set up.

The cost is reasonable for the corporations I work for. I would say an average would be around $100 per month per user.

The best advice is to fully understand your business and your processes, then see how Salesforce fits. Have a good consultant at the beginning, even before you spend money.

I'd rate the solution nine out of ten.