Currently, what we are doing is trying to understand the behavior of the customers who are using CRM as well as the processing which is happening related to any kind of transactions. Mainly, I am recording that information and then creating a behavior pattern for Salesforce software.
Director for the End-User Performance at a financial services firm with 10,001+ employees
The order form they use is quite easy to use but has room for business sector maturity
Pros and Cons
- "The parameters or the different fields needed are quite good and easy for the customers to understand."
- "More understanding from the business standpoint will help Salesforce."
What is our primary use case?
What is most valuable?
So far, what I have seen is that the order form they use is quite easy to use. The parameters or the different fields needed are quite good and easy for the customers to understand. The back-end team who are on the CRM side are quite happy with this.
What needs improvement?
More understanding from the business standpoint will help Salesforce. It needs more maturity towards different business sectors such as retail, manufacturing, and semiconductors. It's very good for the finance industry or similar sectors but not very good for manufacturing or semiconductor industries where complications increase.
For how long have I used the solution?
I have been using it for around two years now, two and a half years.
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What do I think about the stability of the solution?
The tools we are actually using are pretty much stable. I don't see any kind of downside till now.
How are customer service and support?
The response time is really very good. Whatever the SLAs we have defined, it goes very well. The front desk issues are okay to solve with the knowledge documents. Anything I need at the back end requires technical support but it's done within the hours of the time frame.
Which solution did I use previously and why did I switch?
I was using SAP Ariba tool, and it was actually migrated to Salesforce. The cost factor played a significant role in the switch.
How was the initial setup?
Depending on the models I'll use, it hardly takes seven or eight days for us to customize and initiate the complete process.
What about the implementation team?
I have a team pool of around 20 to 22 people.
What's my experience with pricing, setup cost, and licensing?
Pricing is something I'm not directly involved with, as I'm just looking at the data competencies and how exactly things are running.
What other advice do I have?
For a common business, I would recommend Salesforce if they face any challenges, especially because the cloud version is quite handy. However, for manufacturing-type companies, I would not recommend Salesforce as it is too simple and might not cover all their requirements.
I'd rate the solution seven 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.
Director at a tech vendor with 51-200 employees
Test management solution is embedded within Salesforce and allows for easier integration
Pros and Cons
- "It's mainly about the technology and how you identify objects in third-party systems. That's unique, and not many platforms have it."
- "Our customers wants more enterprise-level capabilities. Currently, we specialize in Salesforce, but many customers want us to support other platforms like SAP."
What is our primary use case?
It's typically used for self-hosted implementations. If you have a massive Salesforce implementation and are struggling with or don't have test automation, that's when they reach out to us.
You can even use it to automate entire flows within Salesforce, like creating an opportunity page.
How has it helped my organization?
Our customers come with a specific niche requirement. Customers typically don't come with generic testing requirements but rather specific Salesforce testing needs. When we demonstrate our solution for their specific needs, we are often able to convert them into customers. Our pricing is also very competitive.
Every customer has unique pain points. Our test automation solution addresses many of these, such as increasing speed and saving costs. Our test management solution helps with governance. Depending on the customer's needs, our solution can address those pain points.
Integration with AI:
It's integrated with ChatGPT (OpenAI). It's around the generation of scenarios. For example, if you want to create a test scenario, you can use ChatGPT and our capability. We've modeled the LLM after activity and trained it on provided items, helping us with the digitization of testing areas.
There's also the Assistant. If you need support on Provar, this assistant, an LLM model trained on Provar documentation and knowledge, can respond to customer queries directly.
What is most valuable?
It's mainly about the technology and how you identify objects in third-party systems. That's unique, and not many platforms have it.
Another important thing is the dashboard. Also, the test management solution is embedded within Salesforce, so you don't have to log into a different system. Customers in the Salesforce ecosystem like the Salesforce UI, which is why they prefer Provar.
What needs improvement?
Our customers wants more enterprise-level capabilities. Currently, we specialize in Salesforce, but many customers want us to support other platforms like SAP.
There is also a focus on AI initiatives, which I believe will significantly improve the product in the future.
However, Provar has already added many AI functions like test generation, coverage, data mapping, self-healing, and more. But the next generation of the product, coming in the next two years, will have a completely new look and capabilities.
For how long have I used the solution?
I've been working with Provar since last October.
What do I think about the stability of the solution?
Stability is good. I would rate the stability a nine out of ten.
What do I think about the scalability of the solution?
I would rate the scalability a nine out of ten. It is very easy to integrate with another system. When it is easy to integrate with systems, it becomes easier to scale.
Our clients are mostly enterprise businesses. We mainly work with enterprises.
How are customer service and support?
We typically don't work directly with them. We have our own customer success and customer service teams to handle support tickets. Our (my company) high retention rate is a testament to our support quality.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
Tosca and ExcelQ are our main competitors, along with homegrown Selenium frameworks that many of our customers use. But Provar usually wins, especially for Salesforce testing.
How was the initial setup?
The initial setup is very easy. There are two ways to install it. Provar Manager is based on Salesforce, so you can download the package from the AppExchange.
Provar Automation is a desktop solution, and you just need to run the installer. Neither requires complex configuration.
Deployment model: We have a hybrid model. Our case management solution is cloud-based, within Salesforce. The automation part is currently desktop-based, but in the next two years, we will have both cloud and desktop versions.
Integration in the existing workflow:
Provar can integrate with any DevOps or test management solution on the market. We have API capabilities, making integration very easy.
What's my experience with pricing, setup cost, and licensing?
It's medium-priced. It is cheaper than Tosca.
What other advice do I have?
Overall, I would rate it a nine out of ten.
I would recommend it for other users.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
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Software Test Manager at ISUZU
An easy-to-use and user-friendly solution that can be used for CRM marketing and customer support
Pros and Cons
- "Salesforce is very easy to use, and anybody who is new to Salesforce can learn it very quickly."
- "The solution’s performance could be improved."
What is our primary use case?
Salesforce is used for CRM marketing and customer support. If any customer approaches us, browses the company website, or participates in any of the sales events, we add the potential customer details, and then we follow up with them. If the customer shows interest and purchases anything, they become an actual customer.
Customer billing is also done in Salesforce. We primarily manage all the customer-related information, like what products were bought by the customers and what products they are currently keeping. We also use Salesforce for support, marketing, and product recalls.
What is most valuable?
The most important features of Salesforce are the look and feel and the customization. Salesforce is very easy to use, and anybody who is new to Salesforce can learn it very quickly. Salesforce has a lot of features from a customer 360 point of view, including what is happening with the customer and what happened in the past. Compared to any other CRM-related products, Salesforce is very user-friendly, and it has a lot of fantastic features.
What needs improvement?
The solution’s performance could be improved.
For how long have I used the solution?
I have used Salesforce for around three years.
What do I think about the stability of the solution?
Salesforce is a very stable solution.
I rate Salesforce a nine out of ten for stability.
What do I think about the scalability of the solution?
Since it's a cloud product, there are no issues with the solution's scalability and adding more users. Around 40 users use the solution in our organization.
I rate Salesforce a nine out of ten for scalability.
How are customer service and support?
Salesforce provides excellent technical support.
Which solution did I use previously and why did I switch?
I simultaneously use Microsoft Dynamics 365 for finance, supply chain, and HR modules.
How was the initial setup?
I rate Salesforce an eight out of ten for the ease of its initial setup.
What about the implementation team?
It takes three to four hours to deploy Salesforce.
What other advice do I have?
Salesforce is deployed on-cloud in our organization. I would recommend Salesforce to other users.
Overall, I rate Salesforce a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business developer manager at Sterling Relocation Limited
Offers various aspects like process improvement, control, performance evaluation and more
Pros and Cons
- "The reporting parts and knowledge capabilities of Salesforce have helped us make more informed business decisions. Because when we have a clear picture of the current activity, we can have a better view of the project. Today, everything is going fast. So, if we have a system that helps us collect information quickly, it's a big value for employees."
- "In order to use Salesforce, we have to have a tailor-made program. Because sometimes, mainly in the pharmaceutical sector, it's difficult to obtain the right layout without paying extra for a tailor-made system. This is something that Salesforce could improve."
What is our primary use case?
Salesforce is just for customer experience management. It's helpful for internal IT activities but a bit costly, so sometimes management considers other CRMs.
I used it to gather client documents, sales history, and trends. It gave a clear picture of client relationships and helped adjust strategies. I can collect all the information I need and have a clear picture of the business trajectory. It's one of the best on the market.
How has it helped my organization?
The reporting parts and knowledge capabilities of Salesforce have helped us make more informed business decisions.
Because when we have a clear picture of the current activity, we can have a better view of the project. Today, everything is going fast. So, if we have a system that helps us collect information quickly, it's a big value for employees.
Moreover, Salesforce's customization options have allowed us to tailor the platform to our unique business.
For example, if we're from a pharmaceutical company and we produce different products for different divisions, we need different layouts. Each division has unique needs and processes, requiring distinct data points and functionalities. For example, capturing ingredient details for production might be simpler compared to tracking final product information, which also involves recipient and packaging considerations.
Putting this kind of information into the system requires a tailor-made program, which can be expensive.
What is most valuable?
I loved the dashboards. They provide a quick visual overview of client history, activities, and potential changes.
Salesforce allows its use for various aspects - strategy, process improvement, control, performance evaluation, and more.
We use the dashboard. And the system was well integrated with the Salesforce system. So, we spent a lot of time adapting our processes to the system within the CRM.
What needs improvement?
It's a bit expensive compared to others. For the pharmaceutical sector, Salesforce has the right layout to meet all the client's needs.
Probably the most important thing for Salesforce is to find a way to reduce the price if they want to improve their market share.
In order to use Salesforce, we have to have a tailor-made program. Because sometimes, mainly in the pharmaceutical sector, it's difficult to obtain the right layout without paying extra for a tailor-made system. This is something that Salesforce could improve.
For how long have I used the solution?
I have been using it for a while now.
What do I think about the stability of the solution?
It's stable without any issues.
What do I think about the scalability of the solution?
It is a scalable solution. No issues with regard to scalability.
All the top management and the sales department, as well as production and other teams, are using this solution in our company.
How are customer service and support?
In terms of technical support, the most important part of Salesforce is that we can gather all the information we need in a couple of seconds.
Which solution did I use previously and why did I switch?
How was the initial setup?
More or less, it took about 24 hours to deploy this solution.
We had some issues at the beginning, but putting all the information into the system was probably the most difficult part.
What about the implementation team?
Before choosing Salesforce, we used a consultant to evaluate the system and validate our processes and data systems.
What was our ROI?
The benefit is that we can save time.
What other advice do I have?
Overall, I would rate the solution an eight out of ten. I would recommend using this solution.
The advice I can give is that if you want a better flow of internal and external information, you have to use this kind of CRM system.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business Developer Manager at a comms service provider with 201-500 employees
Enhances our organization by centralizing information and enabling faster report generation
Pros and Cons
- "Improvements to the mobile application for a more user-friendly and responsive experience would be a great addition in future releases."
- "The most valuable feature for me in Salesforce is the reporting functionality."
What is our primary use case?
I use Salesforce daily in my role on the server side. I primarily track opportunities, download reports, and update information related to commercial activities such as customer meetings and appointments. The key data I rely on includes customer details, opportunity reports, sales reports, and reports on appointments or meetings. Salesforce is essential for managing and optimizing these aspects of my daily workflow.
How has it helped my organization?
Salesforce has significantly enhanced our organization by centralizing information and enabling faster report generation. Having all data in one platform has improved our tracking and decision-making processes, allowing us to make more informed decisions efficiently.
What is most valuable?
The most valuable feature for me in Salesforce is the reporting functionality. In my sales-focused role, I heavily rely on generating reports—typically just a couple each day. The ease of creating and accessing these reports is crucial for my daily tasks.
What needs improvement?
In terms of improvement, I see potential in streamlining the customization process. Tailoring the platform to specific company or team needs could be more efficient, avoiding unnecessary fields. Additionally, enhancing the interrelation between different reports directly within Salesforce would simplify the report-building process, eliminating the need for external tools to consolidate information.
I would like to see an artificial intelligence assistant integrated into Salesforce for enhanced functionality. Additionally, improvements to the mobile application for a more user-friendly and responsive experience would be a great addition in future releases.
For how long have I used the solution?
I have been using Salesforce for over ten years.
What do I think about the stability of the solution?
I would rate the stability of Salesforce as around nine out of ten. While there may be occasional issues, overall, it is reliable.
What do I think about the scalability of the solution?
Salesforce is highly scalable. We have approximately 1,000 end users of the solution at our company.
Which solution did I use previously and why did I switch?
We previously used Zoho CRM but switched to Salesforce due to its robust platform and the ability to handle more information. Salesforce offers more customization options, extensive dashboards, and a variety of reports. While Zoho is user-friendly, it has limitations in terms of scalability and customization. Salesforce's complexity requires a dedicated support team but provides a comprehensive solution for our needs.
What's my experience with pricing, setup cost, and licensing?
Salesforce is on the expensive side.
What other advice do I have?
My advice for those considering Salesforce is to thoroughly explore the platform's features and understand its capacity for handling large-scale operations. Deep diving into customization options allows users to maximize the advantages Salesforce offers. Tailor the platform to your specific needs for the best results.
Overall, I would rate Salesforce as 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.
Manager, Application Delivery at A W Rostamani Holdings Co. (LLC)
A flexible and scalable CRM solution that can be used to increase an organization’s sales conversion rate
Pros and Cons
- "As a platform, Salesforce is very flexible and scalable."
- "Salesforce has no integration with social media platforms except Facebook and WhatsApp."
What is our primary use case?
We use Salesforce to manage our dealer management system, from inquiry to delivery. We are using a standard model, like a lead opportunity quotation order. We use Salesforce to customize operations, like delivery, handover, and invoicing processes.
We have a deskless policy, and the salesperson will perform all the customer-facing activities through Salesforce, which is accessible on his tablet.
What is most valuable?
As a platform, Salesforce is very flexible and scalable. It has a strong CRM model, like the lead opportunity quotation model, and the tasks and events are very powerful.
What needs improvement?
Salesforce has no integration with social media platforms except Facebook and WhatsApp. The solution's exposure to social media and collaboration with other systems could be improved.
For how long have I used the solution?
I have been using Salesforce for five years.
What do I think about the stability of the solution?
I rate Salesforce an eight out of ten for stability.
What do I think about the scalability of the solution?
Salesforce is a highly scalable solution. Around 400 users are using the solution in our organization, and we have plans to increase the usage as the business grows.
I rate Salesforce ten out of ten for scalability.
Which solution did I use previously and why did I switch?
We previously used Oracle E-Business, and we shifted to Salesforce because it is much advanced.
How was the initial setup?
The solution's initial setup is straightforward, but there are complexities that require resource administration experience.
What about the implementation team?
The solution's deployment was done quickly by our in-house team.
What was our ROI?
Salesforce has caused improvement in our sales conversion because of proper tracking and lead nurturing. Now, instant recommendation and instance scoring assist the salesperson to focus on the lead, which they can convert to opportunities. We have seen a return on investment with Salesforce because of the increasing sales conversion rate.
What's my experience with pricing, setup cost, and licensing?
We need to procure a separate license for every module.
What other advice do I have?
A technical solution architect, a project manager, and an administrator are involved in the solution's deployment and maintenance.
Users can start using the standard models of Salesforce and minimize the customization. The platform is scalable and any customization is easily doable, but users should minimize the customization and leverage on the standard features.
Overall, I rate Salesforce an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Chief Technology Officer at GM Modular
A highly stable solution that can be used for sales-related activities like order management
Pros and Cons
- "We use Salesforce as a CRM, and sales-related activities like order management are done through Salesforce."
- "The solution's marketing campaign management needs to be improved."
What is our primary use case?
We have salespeople in the field who use Salesforce.
What is most valuable?
We use Salesforce as a CRM, and sales-related activities like order management are done through Salesforce.
What needs improvement?
The solution's marketing campaign management needs to be improved. After the lead is generated and the customer is onboarded, we do campaigns with the B2B or B2C side of the business to contact the customers directly. Salesforce should improve on this aspect.
For how long have I used the solution?
I have been using Salesforce for three years.
What do I think about the stability of the solution?
Salesforce is a very stable solution.
I rate Salesforce a nine out of ten for stability.
What do I think about the scalability of the solution?
We are very satisfied with the solution's scalability. Around 570 users are using Salesforce in our organization, and we have plans to increase the usage.
I rate Salesforce an eight out of ten for scalability.
How are customer service and support?
We're quite satisfied with the solution’s technical support.
How would you rate customer service and support?
Positive
How was the initial setup?
I rate Salesforce an eight out of ten for the ease of its initial setup.
What about the implementation team?
Salesforce's deployment takes about six to eight months. We utilized boutique consultants to deploy Salesforce.
What's my experience with pricing, setup cost, and licensing?
Salesforce is an expensive solution.
What other advice do I have?
Salesforce is deployed on-cloud in our organization. I advise users to review the functionality of Salesforce clearly and provide a front-line mobile app, which is not on Salesforce.
Overall, I rate Salesforce an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Supervisor Customer Service - Mediterranean at Enerpac
A highly stable and scalable solution that provides an excellent dashboard and helps users to track tasks
Pros and Cons
- "As a manager, the dashboard is valuable for me."
- "The link to the Oracle ERP system does not work properly."
What is our primary use case?
We use the solution for visit reports, customer follow-up opportunities, lead sharing, and tracking tasks.
What is most valuable?
As a manager, the dashboard is valuable for me.
What needs improvement?
The link to the Oracle ERP system does not work properly. It is an internal challenge. We are developing Email-to-Case.
For how long have I used the solution?
I have been using the solution for eight years.
What do I think about the stability of the solution?
The tool is stable. I rate the stability a ten out of ten.
What do I think about the scalability of the solution?
I rate the tool’s scalability an eight out of ten. In our organization, 100 to 200 people are using the product. We plan to increase the usage in the future.
How was the initial setup?
I rate the ease of setup an eight out of ten. The time taken for deployment depends on the complexity of the deployment. It can take two weeks to six months. We got a very big project, which took a lot of months because we needed a lot of people, including financial and salespeople. We needed everyone’s input and approvals in all the processes.
What's my experience with pricing, setup cost, and licensing?
The tool is expensive. I rate the pricing a six to seven out of ten.
What other advice do I have?
We have our own internal support. I have two people dedicated to Salesforce. I recommend the solution. Every company must have a CRM system. Overall, I rate the solution an eight 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.
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