The field configuration level point of view is not big because we have been struggling with it for six months.
Associate Engineer at a computer software company with 501-1,000 employees
A CRM solution with support buck lacks bigger field configurations
What needs improvement?
For how long have I used the solution?
I have been using Salesforce for six months.
What do I think about the stability of the solution?
I rate the solution’s stability a seven out of ten.
What do I think about the scalability of the solution?
I rate the solution’s scalability a seven out of ten.
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.
881,114 professionals have used our research since 2012.
Which other solutions did I evaluate?
We are evaluating Freshworks and Zendesk.
What other advice do I have?
We focus on integration. We integrated the ticket details from Salesforce to ServiceNow. The same is true with Zoho CRM tickets to Salesforce.
Other tools have similar features to Salesforce. If we can replicate those features in Salesforce, it will be helpful. For example, new elements should be introduced for any user transitioning from ServiceNow to Salesforce, enabling developers to understand the integration points required. Integration at the cloud level is essential, and thorough documentation is necessary.
We need pricing information to access account requirements for integration platforms in Salesforce, which can be challenging compared to other developer resources.
Overall, I rate the solution a six out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PM at a non-profit with 1-10 employees
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
January 2026
Learn what your peers think about Salesforce. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,114 professionals have used our research since 2012.
Data Analyst at a government with 1,001-5,000 employees
Easy to access and has good customization, but it should be more intuitive with regard to customization and navigation
Pros and Cons
- "The solution is pretty easy to access and has good customization."
- "The solution could be more intuitive with regard to customization and navigation."
What is our primary use case?
I use Salesforce to create reports from the database. I use it to check whether the things I use are in the database.
What is most valuable?
The solution is pretty easy to access and has good customization.
What needs improvement?
The solution could be more intuitive with regard to customization and navigation.
Salesforce should provide faster curation of reports.
For how long have I used the solution?
I have been using Salesforce for six months.
What do I think about the stability of the solution?
I rate Salesforce a nine out of ten for stability.
What do I think about the scalability of the solution?
Salesforce is a scalable solution.
What other advice do I have?
I would recommend Salesforce to other users.
Overall, I rate Salesforce a seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Consulting Chief Information Officer at a tech services company with 11-50 employees
Helps with patient monitoring but needs to integrate generative AI
Pros and Cons
- "The tool's most valuable feature is performance."
- "Salesforce needs to improve integrations. They need to integrate generative AI."
What is our primary use case?
We use the product for patient monitoring.
What is most valuable?
The tool's most valuable feature is performance.
What needs improvement?
Salesforce needs to improve integrations. They need to integrate generative AI.
What do I think about the stability of the solution?
Salesforce's stability is good. I rate it a nine out of ten.
What do I think about the scalability of the solution?
The tool's scalability is good. We have around 60-70 users who use it extensively.
How are customer service and support?
The tool's technical support is good.
How was the initial setup?
Salesforce's deployment is straightforward.
What about the implementation team?
The tool's deployment was done by a consultant team.
What's my experience with pricing, setup cost, and licensing?
Salesforce's licensing costs are yearly. It is expensive.
What other advice do I have?
I rate the product a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business Development Manager at a tech services company with 11-50 employees
A scalable product that enables organizations to manage customer engagement and interactions easily
Pros and Cons
- "We can manage opportunities easily."
- "The product must provide more insights and analytics."
What is our primary use case?
The solution is used for managing customers and dues. It is a CRM.
What is most valuable?
It is easy to track customers. We can manage opportunities easily. The solution provides analytics and insight into our performance.
What needs improvement?
The product must provide a reminder to pursue opportunities. We must receive a reminder if we have registered a deal and have not taken it forward. The product must provide more insights and analytics.
For how long have I used the solution?
I have been using the solution for five years.
What do I think about the stability of the solution?
The tool is stable. I rate the stability a nine out of ten.
What do I think about the scalability of the solution?
The tool is scalable. About ten people in our organization use the product.
How was the initial setup?
The initial setup is not very complex, but it is not straightforward. It doesn’t take much time to deploy. The knowledge base is challenging. The deployment took about three days. The solution is cloud-based.
What about the implementation team?
Professionals did the deployment.
What was our ROI?
We see value in the product. We can manage our customer engagement and interactions. We can always follow up.
What's my experience with pricing, setup cost, and licensing?
The tool is quite pricey compared to other products.
What other advice do I have?
It is a good solution. If an organization has the budget, they must choose Salesforce. Overall, I rate the solution an eight out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Solution Leader at a tech services company with 11-50 employees
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 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.
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?
We use the solution as a CRM. We manage opportunities, leads, and partners. We run the whole sales cycle through Salesforce.
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.
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.
Buyer's Guide
Download our free Salesforce Report and get advice and tips from experienced pros
sharing their opinions.
Updated: January 2026
Product Categories
Customer Experience ManagementPopular Comparisons
IFS Cloud Platform
Genesys Cloud CX
Freshdesk
Qualtrics XM Platform
Sprinklr
Decagon
ASAPP Platform
Anthology Engage
Buyer's Guide
Download our free Salesforce Report and get advice and tips from experienced pros
sharing their opinions.
Quick Links
Learn More: Questions:
- When evaluating Customer Experience Management, what aspect do you think is the most important to look for?
- What is the best customer onboarding software to work with Temenos T24 (an integrated core banking solution)?
- What is software extensibility and how can it help customer experience?
- Why are Customer Experience Management solutions important for companies?
- Why is Customer Experience Management important for companies?












