We use the solution as a CRM. We manage opportunities, leads, and partners. We run the whole sales cycle through Salesforce.
Chief Executive Officer at a tech consulting company with 11-50 employees
Makes the lead management process and our dealings with partners and clients much more structured
Pros and Cons
- "The product has made our dealings with partners and clients much more structured."
- "It would be better if we could design our reports much more easily."
What is our primary use case?
How has it helped my organization?
The product has made our dealings with partners and clients much more structured. Our lead management process is also much more structured.
What is most valuable?
The test functionality and the adjustable reports are valuable features. The product is customizable, but we must pay for it. I use the mobile application. The functionality and convenience of the mobile application are good enough. It satisfies our requirements.
What needs improvement?
It would be better if we could design our reports much more easily. We need to use consultancy every time to design new reports. The forecast functionalities can be improved.
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June 2025

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860,632 professionals have used our research since 2012.
For how long have I used the solution?
I have been using the solution for one and a half years.
What do I think about the stability of the solution?
The tool is stable.
What do I think about the scalability of the solution?
We have ten users in our organization. We have it in multiple locations.
How was the initial setup?
The initial setup is straightforward. The deployment took 20 to 25 days. It is not difficult to maintain the product.
What about the implementation team?
The deployment was done by a consulting company.
What was our ROI?
We have seen a return on investment from the product.
What's my experience with pricing, setup cost, and licensing?
The modules are too expensive.
What other advice do I have?
We don’t have a large team. We have many partners, though. They resell our services to third-party clients. We can manage the registration formally via Salesforce. We did not require technical support because we work with a consultant company. They adjust it for us. We don't need additional technical support until now. I will recommend the product to others. Overall, I rate the tool a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

PM at Self-employed
Improves visibility over sales opportunities but improvement is needed in UI
Pros and Cons
- "Salesforce provides opportunity management, including stage management. It offers basic functions to categorize opportunities as lead, qualified, or committed. I can share these opportunities with my peers and managers."
- "The tool needs to improve its UI."
What is our primary use case?
I use the solution for sales and opportunity management. It helps with my business functionalities.
How has it helped my organization?
The products improve my visibility over opportunities.
What is most valuable?
Salesforce provides opportunity management, including stage management. It offers basic functions to categorize opportunities as lead, qualified, or committed. I can share these opportunities with my peers and managers.
What needs improvement?
The tool needs to improve its UI.
For how long have I used the solution?
I have been working with the product for three years.
What do I think about the stability of the solution?
Salesforce is stable.
What do I think about the scalability of the solution?
The product is scalable.
How are customer service and support?
I did not directly establish communication with Salesforce. Instead, a separate customer support team from my company interacted with their customer support team.
What other advice do I have?
Salesforce offers thousands of features and functionalities. I recall using a tool called Clari, which served as a supplement to Salesforce, providing a better UI/UX. This tool facilitated easy management of opportunities and businesses, especially on a mobile platform. I rate it a four out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Salesforce
June 2025

Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: June 2025.
860,632 professionals have used our research since 2012.
Director of Sales at a tech vendor with 1,001-5,000 employees
Helps us reach a broader market, but the workflow could be improved
Pros and Cons
- "It helps us reach a broader market or audience without sending individual emails."
- "The platform flow for the product could be better. It is cluttered with a lot of components."
What is our primary use case?
We use Salesforce for sales tracking and forecasting. We also use it as a prospecting tool to reach customers, automate the responses, and follow up. It helps us reach a broader market or audience without sending individual emails.
What needs improvement?
The platform flow for the product could be better. It is cluttered with a lot of components. How it is structured and customized aligns differently with my preferred way of managing tasks and information. However, it is subjective, and the experience can vary among team members.
For how long have I used the solution?
We have been using Salesforce for 15 years.
What do I think about the stability of the solution?
The product is finely stable. I rate the stability a six out of ten.
What do I think about the scalability of the solution?
The platform's scalability is a six or seven out of ten.
How are customer service and support?
I never contacted the technical support team directly. Our organization communicates with them.
What's my experience with pricing, setup cost, and licensing?
Salesforce is overpriced.
What other advice do I have?
It is a fine CRM tool and meets all the essential requirements. However, there are better tools in the market.
I rate Salesforce a six out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Solution Designer at a comms service provider with 5,001-10,000 employees
Interface needs improvement despite centralized offer tracking
Pros and Cons
- "We have our offers in one place, which allows us to see what offers we have provided to our customers."
- "The interface is not self-explanatory."
What is our primary use case?
We only use Salesforce for making offers for our customers. It is a tool to create some prices and generate offers.
How has it helped my organization?
There have been no improvements in my section due to the use of Salesforce.
What is most valuable?
We have our offers in one place, which allows us to see what offers we have provided to our customers.
What needs improvement?
The interface is not self-explanatory. We don't receive the correct error messages when errors occur in our calculations. Our solution is not the best it could be.
For how long have I used the solution?
We have been working with Salesforce for two years.
What do I think about the stability of the solution?
Salesforce is stable.
Which solution did I use previously and why did I switch?
We had no online solution before Salesforce. We only worked offline with Microsoft Word and Excel.
How was the initial setup?
I have no idea about the initial setup process. We have only a website to start with our process without any setup.
What other advice do I have?
In my situation, I don't have benefits from using Salesforce, which makes it not the right solution for me.
I'd rate the solution four out of ten.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Last updated: Oct 8, 2024
Flag as inappropriateSolution Leader at HORSA
A useful solution that works well with Talend, but the UI could be improved
Pros and Cons
- "Salesforce works well with Talend."
- "The UI could be improved."
What is our primary use case?
I provide the solution for customers, and we work with Salesforce APIs to get and update data. We get data from instances of Salesforce for masked data. Then we reupload the data in GDPR.
Our process runs on Talend, and we use Salesforce with that and use APIs.
What is most valuable?
Salesforce works well with Talend.
What needs improvement?
The UI could be improved.
For how long have I used the solution?
We've used Salesforce for a few years.
What other advice do I have?
I rate Salesforce a six or seven out of ten. I recommend the solution to others planning to use it.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Solution Sales l Solutions : RPA , Agility, Atlassian and Development at a tech services company with 1,001-5,000 employees
An user-friendly solution that helps to manage pipelines but UI is old
Pros and Cons
- "The tool's most valuable feature is user-friendliness."
- "Salesforce's UI design is old and slow."
What is our primary use case?
I use Salesforce to manage pipelines.
What is most valuable?
The tool's most valuable feature is user-friendliness.
What needs improvement?
Salesforce's UI design is old and slow.
What do I think about the stability of the solution?
I rate the tool's stability a seven out of ten.
What do I think about the scalability of the solution?
I rate Salesforce's scalability an eight out of ten.
Which solution did I use previously and why did I switch?
We switched to the product since Salesforce is the market leader.
How was the initial setup?
The tool's deployment was easy and was completed in six months. It requires two offshore resources for maintenance.
What's my experience with pricing, setup cost, and licensing?
Salesforce is expensive, and I rate it an eight out of ten.
What other advice do I have?
I rate the product a ten out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.

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