Salesforce Reviews

We have salespeople in the field who use Salesforce.

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. 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.

I have been using Salesforce for three years.

Salesforce is a very stable solution.

I rate Salesforce a nine out of ten for stability.

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.

We're quite satisfied with the solution’s technical support.

Positive

I rate Salesforce an eight out of ten for the ease of its initial setup.

Salesforce's deployment takes about six to eight months. We utilized boutique consultants to deploy Salesforce.

Salesforce is an expensive solution.

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.

We use the solution for visit reports, customer follow-up opportunities, lead sharing, and tracking tasks.

As a manager, the dashboard is valuable for me.

The link to the Oracle ERP system does not work properly. It is an internal challenge. We are developing Email-to-Case.

I have been using the solution for eight years.

The tool is stable. I rate the stability a ten out of ten.

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.

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.

The tool is expensive. I rate the pricing a six to seven out of ten.

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.

Salesforce is a good product that provides information and an overall view of the management area. The tool also helps my company deal with the follow-ups when it comes to the sales part. I use the product mainly for its customer management and project management components. In general, I use the product to manage sales pipelines and customers, along with the project management part. The tool is also useful for data analysis, specifically in the area of sales.

The product's setup phase needs improvement.

The mobile version of the product needs to be made more compact.

I have been using Salesforce for three years.

It is a stable solution.

It is a scalable solution.

The scalability options of the product can be used for medium and large-sized companies. Considering the reports from multiple countries that I use, I can say that Salesforce is a tool that can be scalable for global-level companies that have multiple branches in multiple countries.

More than 1,000 people in my company use the product.

Currently, I use Sophos.

There is an IT team in our company to take care of the product setup for new users. The setup phase for Salesforce would be a bit complex because it has multiple functions than any other ERP or CRM system. The setup process of the product might be a bit complex, but I think that it is something that is applicable to large organizations.

The product's onboarding process is a bit complex since Salesforce provides detailed or in-depth reports, so it may take some time for users to learn to use it.

The solution is deployed on the cloud.

I am not sure about the people involved in the deployment process since our company's central IT team is not located in the country where I operate. I know that the IT team takes care of the company's activities in multiple countries.

Though Salesforce is more expensive than the other products on the market, it does provide you with more functionalities.

I did not evaluate any other options against Salesforce.

Salesforce has enhanced our company's customer relationship management processes since I use it to see which customers I have to follow up with and which other customers I have to follow closely.

The most beneficial use of the product that I have seen is that I can use the information from Salesforce and analyze it. When my company records data in Salesforce, Salesforce provides reports from which I can use the data for further analysis or planning.

The product is good at helping with sales tracking.

Salesforce can provide users with access to the information from the previous records to help users follow each of the tasks on time so that it becomes suitable for the users to close a deal. My company may have certain projects in February, and we know that we have to follow a certain procedure to close a sales deal in that particular month. With Salesforce, my company can store the data in the reports to help us know which steps we have to follow every month to be able to close a sales deal.

I mostly use Salesforce for report generation so that I can have an overview of a lot of information and data inputs.

The capabilities of the product meet my company's specific business needs, but I don't connect Salesforce with any other applications. I only use Salesforce to get data from the report that is generated by the product to use for further analysis and findings in my company.

The reporting feature of the product has the largest impact on the productivity of my company since it is a powerful feature of the solution.

Though I have access to the mobile app meant for Salesforce, I use it mostly on my personal computer. The mobile app is good, but I prefer the desktop version since it provides more functionalities. The product's mobile version should be made more compact.

I think that my company's central management knows about the outcome of Salesforce because they invest in the tool so that it can be used across the globe.

I would tell those who plan to use the product that it would be good if they could use most of the functions in the product. If a company is not large-sized, the price may become a matter of concern.

I rate the overall tool an eight out of ten.

We use Salesforce primarily for order registration, order booking, and dealer support via a dealer portal.

Salesforce has made it convenient to book orders remotely, allowing sales personnel to book orders on the mobile from the markets. Additionally, Salesforce helps in marking attendance and logging activities, reducing delays in order approvals, and providing dealers with real-time information about their business transactions and ledger balances.

The most valuable feature of Salesforce is its convenient way to book orders. Sales personnel can book orders remotely using their mobile phones. Moreover, Salesforce enables location tracking and automatic attendance marking, which starts their duty when they log in. It also offers a convenient approval system for credit limits and reduces delays in order execution. Dealers get access to real-time reports and ledger details.

One significant challenge is that the customized code by the consultant is not provided to us. This code is required for any changes, and we have to rely on the consultant for modifications. Additionally, more advanced features or improvements in marketing through AI integration are in progress.

Salesforce has been used by our organization for more than two years, starting from the beginning.

As far as integration is concerned, we don't find any challenges, even with AutoPlant.

Salesforce has its own technical support for various advancements and third-party integrations.

Neutral

We have a consultant between Salesforce and our company handling all the customization and implementation. We do not do anything in-house.

Salesforce is generally a good product, but challenges arise due to our own setup. It's important to educate the business and IT team to overcome these challenges gradually.

I'd rate the solution seven out of ten.

Salesforce has streamlined customer support within our customer's environment, particularly in the energy sector, where the focus lies on strategic penetration into specific geographies targeting B2B customers.

Our customization approach relies on leveraging the out-of-the-box visual experience provided by Salesforce. We enhance this experience by introducing new forms into the existing flow, ensuring continuity and efficiency. This involves enriching the predefined processes with additional steps tailored to the needs of key users responsible for maintaining the flow. Our goal is to complement Salesforce's existing templates without disrupting the established workflow, thereby extending functionality while maintaining coherence with the platform's native features.

Salesforce mobile app offers significant benefits for team productivity, particularly for sales teams. While our teams primarily work with laptops and browsers, managers utilize the mobile app extensively. Although we haven't implemented specific enhancements yet, the mobile app enables managers to efficiently track and assess commercial activities by agents, as well as monitor daily goals effortlessly.

One of the most impactful Salesforce features for business efficiency currently is its ability to ensure customer risk assessment throughout the sales process. This is crucial because we operate with a staggered payment model, dividing customer investments into stages. By integrating Salesforce with underwriting companies, the platform provides managers and agents with vital information to assess and mitigate risks associated with proposals and commercial plans. This significantly improves the quality and control of operations, reducing the likelihood of issues arising due to excessive risk exposure.

When integrating Salesforce with other tools, our focus is on accommodating the specific needs and tracking requirements of each step. This ensures that we can leverage the integration to enrich the flow with additional information in real-time or near real-time. For example, third-party integrations, such as pricing based on web services and APIs, are utilized to enrich the flow. Once a proposal is approved, requests for invoicing are generated within Salesforce and sent for processing.

There's potential for further improvements to enhance the complexity of processes, especially for B2B evaluations and detailed negotiations. This can sometimes be challenging for agents relying solely on laptops due to limited screen space, whereas the mobile app provides a more immediate and convenient interface for conducting business with customers. There's room for improvement in user experience, particularly in how artifacts are displayed within forms. Enhancements could provide more intuitive navigation for users. Additionally, incorporating artificial intelligence into the process would be beneficial. This would involve leveraging AI to automate manual tasks and provide suggestions for fulfilling information collected by agents and management. AI assistants could offer recommendations to enhance efficiency and accuracy in data processing.

I have been using it for three years.

It provides good stability capabilities. I would rate it eight out of ten.

Scaling up may be necessary for certain demands, but there can be delays or limitations, particularly concerning license constraints. Unlike platforms like Microsoft Azure, where scalability is automated and consumption-based billing is more accurate, Salesforce may not offer immediate solutions or adjustments. I would rate it seven out of ten.

Salesforce's support services are generally superior to Microsoft's, although there are still some issues present. On a scale of one to ten, with Dynamics earning a five, I would rate Salesforce around seven.

Neutral

In this project, I'm utilizing multiple solutions including Salesforce, Azure for customer development, and Dynamics. Occasionally, I also engage with Oracle for other projects or when the need arises for faster execution.

The installation process can be challenging as it often requires involvement from the Salesforce team for escalations.

In terms of deployment, the primary challenges arise when working with different teams and managing branches that need synchronization across teams. However, we have a solution in place with DevOps. While this hasn't posed significant issues yet, it could become more complex, especially if we need to coordinate with marketing teams within the same customer environment. Deployment typically takes two to three hours.

I would recommend Salesforce as it's a robust and versatile CRM solution. While I may not be as familiar with other CRM products, I find Salesforce to offer rich functionality that can be tailored to various requirements. However, cost-effectiveness can be a challenge for some companies, particularly when it comes to customized development needs. The expense associated with customization may exceed budgets for some organizations. Nevertheless, Salesforce provides valuable out-of-the-box functionality that can enhance business processes. Overall, I do recommend it and I would rate it eight out of ten.

It's for my client to internally track the sales process. But then, after I dealt with the consulting service, I helped a customer check data about sales or customer relationship information and provided them with a data warehouse and BI solution integration. Like, creating visualizations and reports for them.

The CRM feature is good. For me, it could be like tracking a customer's entire sales journey, and you can also record their buying behavior and make an effort to upsell on a larger scale.

My customers wanted to see more analysis, like integration with another system or a third-party system. 

I used it internally for about two years, then provided some educational support, like familiarizing customers with the solution. More than one or two years now.

I would rate the stability an eight out of ten. 

It is a scalable solution. We have around five customers using this solution. 

I used Hubspot. It really depends on our clients' needs. It was a good choice for them.

It was done by a third-party integrator. 

The license is yearly. 

I would rate the solution an eight out of ten. I would recommend using this solution. 

It's a good fit for big organizations with complex sales process. They have a lot of features and are open to customization. But, on the other hand, the price and complexity of setting up the system are definitely things to consider.

We have been using it for customer experience management.

The main difference between the previous tool we used and Salesforce is the automation of alarm bookings. Previously, in the footprint system, we manually generated incident tickets when capturing alarms on the space node. Since using Salesforce, there's automated ticket generation for specific incidents, which has significantly improved our process.

This automation has been incredibly beneficial, reducing our workload and time spent. Previously, we manually handled ticket creation, but now with Salesforce, tickets are generated automatically, requiring us only to update necessary information.

There have been occasional issues with multiple tickets being generated for the same incident. This has been a concern and hasn't received positive feedback. It's a challenge I've faced in my current work. I primarily handle gathering incident information and updating the case details, addressing the issues at hand. While other users might have additional feedback, from our perspective here, Salesforce has been effective for the tasks I handle, despite the multiple tickets issue.

We transitioned from a database management system and ticketing tools to adopt Salesforce, which is the system we currently use.

It is stable.

It is very scalable.

We have a significant user base of over a thousand across different departments, and my current role involves assessing the experiences. We haven't faced substantial issues with Salesforce. Even if there are occasional concerns, the resolution time is quick. We communicate our problems to the support, and they swiftly address and resolve the issues. Overall, our experience has been seamless, without significant setbacks.

The primary reasons for the management's decision aren't something I'm aware of. I'm merely an end user who follows instructions. Life is dynamic, and it's essential to adapt to whatever new system or changes come in, like the recent switch to Salesforce.

Accessing Salesforce is straightforward. We just open a browser, input the UI, and log in. It's web-based, eliminating the need for installation. Once the browser is up, we enter the UI and proceed to use it without any extra steps.

The tool significantly streamlines our work. Nowadays, everything is digital, and it's quite efficient. Looker has been incredible in enabling access and processing data across different locations. We can collaborate, ensuring we're on the same page with the information. It's great for maintaining consistency and accessing data from various regions or environments.

I would rate it a nine out of ten.

The product's usage varies significantly depending on the project. In some cases, we've utilized it to map out the entire process within the system. Other times, it's been more personalized, particularly for the last campaign I worked on. We've used it for simple opportunity management as well. 

We use Salesforce for various purposes, from managing company contacts to associating stakeholders with opportunities. While it's not the best tool for external messaging, we've integrated it with platforms like Slack and emails to share notes and track communication.

Salesforce helps our company in forecasting. The greatest value for the organization lies in forecasting and gaining an overall view of activity through effective reporting methods. This includes forecasting at various levels of the pipeline.

The tool helps us take over accounts to review past opportunities and notes. One of its main advantages is associating stakeholders and activity with customer contacts, providing an overview for team members. Its most valuable feature is sharing information with team members. The tool's ability to associate a company contact with an opportunity is a good feature. 

Creating new reports more easily within Salesforce and improving the ability to associate common names of companies, especially after acquisitions, would be beneficial. I would also like to understand the administrator who has control over the data. It would be helpful when you want to implement changes or escalate issues. 

I have been using the product for 20 years. 

Salesforce is stable and reliable. 

I haven't had any issues with the product's scalability. 

I haven't contacted the tool's technical support. 

We used SAP's earlier version before Salesforce. 

Salesforce's deployment is more complex than rolling out an accounting package. 

The tool saves me time since I don't have to use spreadsheets. 

The tool's most beneficial aspect was its integration with Chrome and emails, allowing me to communicate within and outside the company. Its mobile accessibility feature helped me to update the forecasts.

To plan out my Salesforce cycle in the sales pipeline, I would focus on understanding the steps required to close deals, particularly by leveraging the common catalog or services catalog.

I rate it a seven out of ten.