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Khushru_Mistry - PeerSpot reviewer
Chief Technology Officer at a manufacturing company with 501-1,000 employees
Real User
Top 5
Nov 14, 2023
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.

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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.
PeerSpot user
Nadege  Cherot - PeerSpot reviewer
Supervisor Customer Service - Mediterranean at a manufacturing company with 501-1,000 employees
Real User
Oct 20, 2023
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.
PeerSpot user
Buyer's Guide
Salesforce
January 2026
Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
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reviewer2273187 - PeerSpot reviewer
Marketing Operation Director at a manufacturing company with 5,001-10,000 employees
Real User
Sep 18, 2023
A tool to store and monitor the performance of a company's marketing campaigns
Pros and Cons
  • "The most valuable feature of the solution is the ability that the solution provides to store information related to our company's promotional campaigns."
  • "The part related to analytics within Salesforce is not very user-friendly."

What is our primary use case?

In my company, I use Salesforce for marketing activities. Salesforce helps me see how my company's campaigns have performed and the quality of data I received from my work concerning promoting my company's products.

How has it helped my organization?

With Salesforce, all the user data is available in one place. When a person runs promotional campaigns that reach multiple people and geographies, Salesforce helps consolidate all such information in one place. Salesforce helps store all the historical data regarding the interactions one has had with the company and the company's interactions with others. Salesforce helps my company to look at the interaction a user has had with our company, which would make it easy for us to see how many repeat customers we have and reach during our promotional campaigns while also keeping a tab on how many new customers we reach with our campaigns. When engaging with the sales teams in our company, Salesforce helps us show them the effectiveness of our content in certain campaigns with the help of data while helping showcase how our marketing efforts reached out to the people they were supposed to contact.

What is most valuable?

The most valuable feature of the solution is the ability that the solution provides to store information related to our company's promotional campaigns. Salesforce has now allowed for integration with tools useful for analytics, allowing the reports within Salesforce to show the ROI of a promotional campaign. Having a snapshot of a user's journey with the company in one place makes Salesforce a useful tool for us in our company.

What needs improvement?

From an analytical standpoint, sometimes, Salesforce was slow at a time when there were tools like Tableau available in the market, which is a lot more user-friendly. The part related to analytics within Salesforce is not very user-friendly. There is some work in progress going on in Salesforce, but generally, it is a pretty robust tool.

I don't want any additional features added to the solution since it is difficult to use with all its features. It's a robust tool.

For how long have I used the solution?

I have been using Salesforce for six years. I am an end user of the solution.

What do I think about the stability of the solution?

It is a very stable solution. Stability-wise, I rate the solution a nine out of ten.

What do I think about the scalability of the solution?

It is a scalable solution. Scalability-wise, I rate the solution an eight and a half to nine out of ten.

Though the marketing department in our company had around 50 people, the solution was used throughout my organization, consisting of around 2,000 to 3,000 people.

More licenses can be purchased by the company as and when the need arises.

How was the initial setup?

The solution is deployed on a private cloud.

What about the implementation team?

The IT team in our company had carried out the initial setup phase of Salesforce.

What's my experience with pricing, setup cost, and licensing?

Multiple options are available in the market to suit the needs of a particular business. Salesforce is a solution meant for enterprise-sized businesses because it falls under the higher pricing spectrum. For an enterprise-sized business, the product is reasonably priced.

What other advice do I have?

It's important to not only deploy the solution but also to ensure that sales and marketing teams really understand how to use the product and how to really get the benefit out of it. At the end of the day, if the data going into the solution is not good, then the output will not be good either. It's very important to educate the sales teams on how the product needs to be used and how the data needs to be entered in order for them to really see the benefit of Salesforce.

I rate the overall solution an eight out of ten.

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.
PeerSpot user
PeerSpot user
Sr. I.T. Manager at a wholesaler/distributor with 1,001-5,000 employees
Real User
Top 5Leaderboard
Oct 8, 2024
Remote order booking and dealer support with room for AI marketing improvements
Pros and Cons
  • "The most valuable feature of Salesforce is its convenient way to book orders."
  • "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."

What is our primary use case?

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

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

How are customer service and support?

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

How would you rate customer service and support?

Neutral

What about the implementation team?

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

What other advice do I have?

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.

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.
PeerSpot user
reviewer2338281 - PeerSpot reviewer
Global Chief Experience Officer at a tech services company with 11-50 employees
Real User
Top 5Leaderboard
Jan 30, 2024
Helps keep your sales processes more organized
Pros and Cons
  • "The solution enables you not to have to micro-manage your sales team. You could step back and see what's going on at a higher level without having a million meetings and ask people via email and Slack."
  • "There's a big learning curve on Salesforce. You have to be a power user. HubSpot was easy to use. HubSpot walks you through what you need to do to make it a successful platform."

What is our primary use case?

We use the solution primarily for sales. We keep track of contacts and deals.

How has it helped my organization?

The solution enables you not to have to micro-manage your sales team. You could step back and see what's going on at a higher level without having a million meetings and ask people via email and Slack.

What is most valuable?

The solution builds easy reports.

What needs improvement?

There's a big learning curve on Salesforce. You have to be a power user. HubSpot was easy to use. HubSpot walks you through what you need to do to make it a successful platform.

For how long have I used the solution?

I have been using Salesforce for two years.

What do I think about the stability of the solution?

I rate the solution’s stability a nine out of ten.

What do I think about the scalability of the solution?

I rate the solution’s scalability a nine out of ten.

Which solution did I use previously and why did I switch?

Salesforce keeps your sales processes more organized. We migrated to HubSpot because of HubSpot marketing tools.

How was the initial setup?

The initial setup is complicated.

What about the implementation team?

We need a consultant for the deployment.

What's my experience with pricing, setup cost, and licensing?

CRMs are always expensive, but they're worth it.

What other advice do I have?

Salesforce is such a robust and open-ended platform. I've only scratched the surface of its potential. Our initial need was to bridge the gap between sales and marketing. Perhaps our team's experience with HubSpot led us to prioritize a quicker setup, even if it meant sacrificing a deeper exploration of Salesforce's capabilities. With more time and training, we could unlock the full value of this powerful platform.

You get out of Salesforce what you put into it. It could be a precious solution if you invest the time in getting it set up correctly and ensuring that you maintain it. But if you don't support the time, you won't get the value out of it.

Overall, I rate the solution 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.
PeerSpot user
Voravit Jongrugsakul - PeerSpot reviewer
Business Development at a tech services company with 11-50 employees
Real User
Dec 27, 2023
Good fit for big organizations with complex sales process and stable solution
Pros and Cons
  • "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."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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

For how long have I used the solution?

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.

What do I think about the stability of the solution?

I would rate the stability an eight out of ten. 

What do I think about the scalability of the solution?

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

Which solution did I use previously and why did I switch?

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

What about the implementation team?

It was done by a third-party integrator. 

What's my experience with pricing, setup cost, and licensing?

The license is yearly. 

What other advice do I have?

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.

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.
PeerSpot user
Oyeyemi Saheed - PeerSpot reviewer
Network Engineer at a comms service provider with 1,001-5,000 employees
Real User
Leaderboard
Nov 19, 2023
Helps businesses keep track of customer interactions and sales data
Pros and Cons
  • "This automation has been incredibly beneficial, reducing our workload and time spent."
  • "There have been occasional issues with multiple tickets being generated for the same incident."

What is our primary use case?

We have been using it for customer experience management.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

It is stable.

What do I think about the scalability of the solution?

It is very scalable.

How are customer service and support?

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.

Which solution did I use previously and why did I switch?

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.

How was the initial setup?

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.

What other advice do I have?

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.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Deputy Manager - Radio Frequency Planning at a tech services company with 201-500 employees
Real User
Top 5Leaderboard
Jan 2, 2024
A user-friendly tool that offers great performance
Pros and Cons
  • "The most valuable feature of the solution is that it is a user-friendly tool."
  • "Price is an area of concern in the solution where improvements are required."

What is our primary use case?

I used to work as a regional development executive when using Salesforce.

What is most valuable?

The most valuable feature of the solution is that it is a user-friendly tool. I also like the performance and other options provided by Salesforce.

What needs improvement?

From an improvement perspective, the product needs to focus on fulfilling the demands of its customers.

Price is an area of concern in the solution where improvements are required.

For how long have I used the solution?

I have been using Salesforce for a couple of months.

What do I think about the stability of the solution?

Stability-wise, I rate the solution a ten out of ten.

What do I think about the scalability of the solution?

Scalability-wise, I rate the solution a nine out of ten.

More than 50 users in our company use the solution.

The product is extensively used in our company.

Around six to ten technicians are required to take care of the deployment and maintenance of the product.

How are customer service and support?

I have experience with the solution's technical support. The solution's technical support is quick to respond.

How was the initial setup?

The product's initial setup phase was complex.

The time taken to complete the product's deployment phase depends on the requirements of our company's clients.

The solution can be deployed on the cloud and on an on-premises model, depending on the requirements of our company's clients.

For the deployment process, one needs to get hold of the network diagram, and following it, the implementation phase can be managed.

What about the implementation team?

Our company's in-house person can manage the product's installation phase. In our company, I managed the product's installation process as I am an engineer. During the installation phase, I did get some help from some of the engineers in our company.

What's my experience with pricing, setup cost, and licensing?

My company makes yearly payments towards the licensing costs attached to the solution. There is a need to pay extra charges apart from the licensing costs attached to the solution.

What other advice do I have?

I recommend the solution to those who plan to use it. I recommend Salesforce to others based on its ability to fulfill the requirements of our company's clients.

I like to use Salesforce since it ensures that I get the necessary pieces of knowledge.

I rate the overall product a ten out of ten.

Which deployment model are you using for this solution?

Hybrid Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user