Salesforce.com CRM Software


 

The Salesforce cloud is the leader in on-demand customer relationship management. The system offers a broad suite of CRM applications for small, mid-market, and enterprise organizations, with a focus on sales and support.

Sometimes referred to just as "SFDC," Salesforce offers vertical solutions for the wealth management and financial services segments only, but its partner network (AppExchange) offers a wide variety of other industry-specific solutions. The applications are built on the unique Force.com platform, a modern architecture that provides increased flexibility and scalability to suit organizations of any size.

The Salesforce app has capabilities in sales management (its heritage), marketing automation, partner relationship management and customer service. These work together to help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns, and provide service post sale.

Salesforce’s social media application, Chatter, allows for social networking and collaboration across the organization. For very specialized industries and organizations, the Force.com platform enables custom application development. Developers can gain access to the application development environment and access the tools and resources they need to design, create, and deploy a custom app for their organization.

Salesforce for Outlook allows users to synchronize contacts, calendars, emails and tasks in both places to reduce double entry. Because these capabilities are delivered via the cloud, this happens whether the email or task is completed in the office, home or during the morning commute. Check out the Salesforce.com reviews below for more information about how the tool effectively streamlines work in Outlook with advanced Salesforce contact manager capabilities.

CRM Salesforce solutions are available only for software-as-a-service (SaaS) deployment. Force.com is a secure and scalable platform for development. It provides a complete technology stack that covers database and security as well as workflow and user interface. Because all applications are deployed in the “cloud”, they can be designed, built, tested and deployed without the added expense of purchasing hardware and IT support.

You might be asking why Salesforce over any other CRM? Check out the Salesforce reviews below for anecdotes from real customers. Also, you can click on the orange "price" button at the top of the page for more information on Salesforce cost estimates.

This will vary depending on the number of users and needed functionality. Salesforce for small business allows users to manage an unlimited number of contacts, track sales deals, manage tasks and events, harvest Web leads and track performance with reporting. While the Salesforce enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, advanced API integrations and more. 

This Salesforce overview was produced by Software Advice, which retains sole copyright.

 

Salesforce.com - Sales Cloud CRM
 
  • Salesforce.com - Sales Cloud CRM
    Sales Cloud CRM
  • Salesforce.com - Accounts & Contacts
    Accounts & Contacts
  • Salesforce.com - Analytics & Reporting
    Analytics & Reporting
  • Salesforce.com - Case Management
    Case Management
  • Salesforce.com - Email Integration
    Email Integration
  • Salesforce.com - Collaboration
    Collaboration
Supported Operating System(s):
Web browser (OS agnostic), Mac OS

50 Reviews of Salesforce.com

 

from Destination Partners and Brazil Nuts Tours
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Effective, Cost Efficient, and Flexible

Ease-of-use

It takes a bit of learning to understand how to customize and run reports, but once you get it streamlined for your organization, it will be easy to implement.

Functionality

It does everything we hoped it would do and then some.

Product Quality

So far, so good! The functionality is solid, the flexibility is great, and the price is fantastic.

Customer Support

Customer support service was responsive. The issues I had apparently couldn't be fixed, which was a shame because discussion boards on the same issue existed for over two years. If there are such longstanding complaints about a glitch in the system, you think they would have fixed it by now. Luckily, the glitch was not a major challenge, just an annoyance.

Likes Best

I like the flexibility to customize it to fit the unique needs of our organization.

Likes Least

There are a few fields that you cannot edit or delete that appear to have been problems for some years but still have not been addressed. Workarounds exist, but they should be addressed.

Recommendations

Really try the demo versions. Go through the process of customizing the software to your organization so you can make sure it's a good fit. Make sure the reporting feature is thorough and usable; otherwise, your data will end up in a black hole.

 

from Wilko Paint Inc.
Specialty: Manufacturing
Size of portfolio: Single user Portfolio size: Single user

Very good CRM program, with a great deal of functionality.

Ease-of-use

It is pretty easy to use, and the online videos on getting started are very helpful.

Functionality

It's way more than adequate for my needs. I am still learning how to create special reports and to open other segments of its programming. This is a real work in progress.

Product Quality

It's very well-designed, and you can see the creators/developers have spent a great deal of time and effort to cover all the bases of an advanced CRM program.

Customer Support

I was disappointed initially because I purchased Salesforce after being told by a Salesforce representative that it was Mac compatible. Technical support gave me good information on how to set up a workaround and how to incorporate the Office for Mac application so I could transfer and download new contacts into the Salesforce database.

Likes Best

I like the ability to keep track of multiple accounts, tasks, projects, and opportunities in an easy-to-navigate platform.

Likes Least

Salesforce does not have a Mac-compatible interface. I had to set up Microsoft Office for Mac on my Apple system as my primary contact database, because you can not transfer contacts in the Mac contact manager into Salesforce. Also, because Salesforce has such depth of functionality and adaptability, it can be intimidating to use and to implement in a small business environment. The professional help that is available online can help a business transition to the CRM and to scale up its various functions and reporting capabilities, but it costs an additional dollar investment.

Recommendations

For a small company, Salesforce may be overkill. Still, it is pretty simple and straightforward in its initial set up and start up.

 

from Hygeia
Specialty: Healthcare / Medicine
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

SFDC works!

Ease-of-use

It's easy to understand and easy to use. We really like it.

Functionality

All our needs met by SFDC. We like it.

Product Quality

I think SFDC has a very high quality standard, and it's easy to use.

Customer Support

The support has been excellent. I wouldn't get this without the support.

Likes Best

It manages the entire sales process and creates a repository of information.

Likes Least

We have no real complaints. We find that it is filling our needs nicely.

Recommendations

Buy it! It's easy to install and use and has great add on features.

 

from Sowa Tool
Specialty: Distribution
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Salesforce - a sales organization savior

Ease-of-use

It takes some time to learn the language of Salesforce. For example, accounts are actually company names.

Functionality

Once tailored, this program will meet all of your needs.

Product Quality

This is the highest quality CRM in the market. I've tested many of the competitors, and there is no comparison to Salesforce in the CRM market.

Customer Support

Customer support needs some help. I would start using native English speakers immediately.

Likes Best

Salesforce is the best CRM on the market. It's by far the easiest to use and is tailorable to any company. The Salesforce team is knowledgeable and eager to help your organization build specific tools to your trade.

Likes Least

The product does take some time to master, and it is not based on the calendar. Most sales organizations are built around appointments, and Salesforce is not set up to accommodate this. The biggest problem with Salesforce is their software programmers. This is outsourced to India, and they can barely speak English. They say yes but they never do what they are supposed to do.

Recommendations

Start slow with Salesforce doing the basic account look up contact look up and sales calls input. As you think of ideas, tackle one idea at a time to tailor the Salesforce program to your needs.

 

from Test Pilot
Specialty: Engineering
Size of portfolio: Single user Portfolio size: Single user

SFDC Review

Ease-of-use

It lacks documentation. You need to buy platinum support.

Functionality

When all the pieces come together, the software reports well.

Product Quality

It has top-of-the-line thought leadership with respect to perceived users' needs.

Customer Support

It's very good, but only when you purchase platinum support.

Likes Best

I like Data.com best.

Likes Least

Its use can be complex, and there is little direction for new users.

Recommendations

Be sure to understand the implementation requirements.

 

from LadderPort
Specialty: Manufacturing
Size of portfolio: Single user Portfolio size: Single user

New to Salesforce but learning!

Ease-of-use

I have not had the time to really follow the tutorials. I suspect that would help, but I wish there was an easier, step-by-step process.

Functionality

It works for me, because the most important thing for me was being able to get leads.

Product Quality

I would prefer an easier way to follow the menus, but again, I'm pretty new to it. The more I use it, the more I understand.

Customer Support

I really haven't had to connect with customer support.

Likes Best

I like the contacts I am able to get with the link to data.com. It has allowed me to find new contacts and customers.

Likes Least

I am still fairly new to Salesforce, so I am still learning, but I wish I could find a class in my area to set me on the right path. I understand many of the things I can do, but I suspect there is so much more that I am not using.

Recommendations

There are many things to take into consideration. Integrating with other software programs is very important, and Salesforce allows that to happen.

 

from Coverco Buildings
Specialty: Construction
Size of portfolio: Single user Portfolio size: Single user

We needed to remove duplicate accounts

Ease-of-use

It's pretty simple to use, and they have good support.

Functionality

There are more options than we could ever use.

Product Quality

Salesforce is top quality.

Customer Support

We receive quick responses from friendly support reps.

Likes Best

I like the ease of use and that it works well with other software.

Likes Least

There are so many options and functions; it's too much for our needs.

Recommendations

This is the best I've use or experienced. It can be as simple or as complex as you wish it to be. It's very good.

 

from Extreme Tools Inc.
Specialty: Distribution
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Brand New Salesforce User

Ease-of-use

The categories are laid out in a logical fashion. They are easy to follow.

Functionality

I handle quite a bit of marketing. Without add-on software, it doesn't seem as though I can do all that I need to do.

Product Quality

The software is easy to follow; plus, training videos are available for viewing.

Customer Support

I don't think that we have needed much support. Our IT guy has done the setup. I have not used customer service.

Likes Best

I have only just begun to use Salesforce; however, thus far, things are pretty straightforward and easy to find.

Likes Least

I am not sure yet. I haven't had a chance to test bulk emailing.

Recommendations

Write down your questions and comments. It's too difficult to remember once you have moved onto the next item.

 

from Equips
Specialty: Banking
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Where has Salesforce.com been hiding all my life!

Ease-of-use

It really does operate like Facebook. It's extremely self-explanatory. I taught myself the program within the first few days and had all of our company info stored and ready to go in just a week.

Functionality

Once the Outlook syncs completely with Salesforce.com, it will get a perfect 10 on meeting our needs.

Product Quality

The design is great. Whoever created it to go the route of a social networking site was ingenious.

Customer Support

Any time we have had questions, there has always been someone available to help us. The problem has been worked out or the questions answered within the first five minutes of the call usually.

Likes Best

Salesforce is the best CRM I have ever used, and I have used many. It is adaptable, convenient, and user-friendly. The phrase "You get what you pay for" sums up Salesforce.com. There were many CRMs that my company looked at from all different price ranges. The CRMs that were lower in price were not capable of doing everything that we needed it to do. We needed Outlook sync, account activity tracking, vendor activity tracking, individual customer activity tracking, a prospect database, a lead database, intraoffice communication regarding all daily account activity, and much more. It is so easy now to alert the proper person if there is an issue with an account, as well as to keep all necessary parties that may have to get involved in a situation in the loop as well. Salesforce.com is the Facebook of CRMs. It's simplified so that anyone can use it with ease. It has a great look to it, is fun to use, and keeps you involved in all of the day-to-day office events.

Likes Least

The only issue thus far we have with Salesforce.com (and I wouldn't even necessarily say it was an issue) was that when syncing with Outlook, it did slow down our server slightly. Also, that was more of our issue than Salesforce.com's.

Recommendations

Be vocal on exactly what you need up front with the salesperson. You can waste a lot of time looking into programs that can do one portion of what you need well but will be unable to perform another set of functions your company requires. There are programs out there that will do what you need or can be programmed to do what you need. All you have to do is ask!

 

from Procom Services
Specialty: Other services
Size of portfolio: Single user Portfolio size: Single user

Basic User

Ease-of-use

It is just very simple to use; it would be difficult to put it into simpler terms than that.

Functionality

I have the basic version and the lack of dashboard configurability is definitely limiting.

Product Quality

Its ease of use increases the perceived quality of the product.

Customer Support

I've only had to call once for assistance, and the response was quick. All other questions have been answered on the forums.

Likes Best

It's easy to use and very intuitive.

Likes Least

With the basic version, I am limited to the out-of-the-box dashboard; it would be great to have a simple dashboard that I could create, which would be far more meaningful to me.

Recommendations

Determine your budget and set time aside to understand your business process before learning how the tool can enhance/streamline your processes. Understand the questions you want answered on a regular basis so you can develop reports that answer those questions for you easily.

 

from Leica Geosystems
Specialty: Manufacturing
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Simple and effective.

Ease-of-use

It has a very easy-to-use and simple-to-understand workflow.

Functionality

It meets my needs very well. All segments within the organization use the product and like it.

Product Quality

It's a very quality product. I do not believe we have ever had a bug or problem that has come up.

Customer Support

We have only had small issues with getting customer support, but even then, the problems have been overcome.

Likes Best

It's easy to use needs no updates. Because it is all online, I don't have to worry about making sure everyone is running the current version. The common platform and processes make it easy to hire a new person, and almost anyone in the sales organization can help with the training.

Likes Least

It's a little difficult to get support. There's not much more to say. We really like the product and service. The solution works for our company and integrates well into our workflow.

Recommendations

Look for something that integrates with your sales workflow. The only way to make this work is for everyone from managers to sales reps use the process daily.

 

from MACU
Specialty: Non-Profit
Size of portfolio: Single user Portfolio size: Single user

Not-for-profit implementation

Ease-of-use

It is fairly easy to use once you find your way around.

Functionality

We're using it for a not-for-profit to track membership and sponsorship. We're also using it as a general CRM.

Product Quality

The quality is good, and the interface is easy to navigate.

Customer Support

I haven't had to use the support function at this time.

Likes Best

It has so many features and is-user friendly (once you get the hang of it).

Likes Least

It takes some programming to get it working for you, so you are looking at an additional cost. If you haven't used it before, you will likely need some training to ensure you are maximizing the capabilities.

Recommendations

Make a list of everything you could possibly want and then see what software is available to meet those needs. Think long term as well.

 

from F3 & Associates
Specialty: Construction
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

I use it every day at work and love it.

Ease-of-use

It is so easy for me to use, and I am not a computer whiz.

Functionality

It meets my needs very well, because I need to upload info on jobs and requirements for the job. It helps me meet my time and deadlines.

Product Quality

It is very easy to get from one place in the system to another so you can easily check on different things you're doing.

Customer Support

I haven't had a need for customer support yet, but I'm sure I wouldn't be dissapointed.

Likes Best

I like how easy it is to navigate around and to upload all my information.

Likes Least

Right now I can't really think of anything. I have not had anything come up where I wish it would have been easier for me to do a task. Everything is very easy to use and find info in.

Recommendations

Take your time to try this out and don't be afraid to use new software.

 

from F3 & Associates
Specialty: Engineering
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Sales Manager overview

Ease-of-use

It's pretty intuitive and straightforward to get started.

Functionality

The ability to log calls and emails makes it a great fit.

Product Quality

It has high quality integration with other apps and software.

Customer Support

They are pretty responsive when you have questions, and they are also quick to respond.

Likes Best

All our information is in one program, and I am able to use it with my smartphone.

Likes Least

There's no android application or ability to work "offline."

Recommendations

Fully immerse yourself in the software to use it to its full capacity.

 

from F3 & Associates
Specialty: Engineering
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great software

Ease-of-use

I am able to create opportunities very quickly and find them just as quickly.

Functionality

I use it on my phone, which is great, as I am on the road a lot.

Product Quality

Everything works easily, and I rarely have issues with the software.

Customer Support

I haven't called them yet, but if I did, I am sure they would be easy to work with.

Likes Best

This product has great ease of use. The tracking of various leads is helpful in multiple ways.

Likes Least

There are a lot of features with this software. Some of them are not necessary, in my opinion.


Recommendations

Look for ease of use. Does the software let you get in and out quickly?

 

from BW Golf Group
Specialty: Other services
Size of portfolio: Single user Portfolio size: Single user

I used SFDC with a prior company and now I use it on my own.

Ease-of-use

Easy. It's Windows-based; anybody who has used any smart phone app can use this.

Functionality

It does exactly what I want and need with logging calls and scheduling tasks and followups.

Product Quality

The system doesn't crash and is always available. The phone app is easy to use and syncs automatically.

Customer Support

My experiences with customer support have always been good.

Likes Best

Ease of use and compatibility.

Likes Least

There's nothing really that I don't like about this product. It fits my needs perfectly.

Recommendations

Decide what you will use the software for and make your decision as to the package based on your needs.

 

from True North Industrial Realty
Specialty: Real Estate
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Use as our sales contact software and deal tracker

Ease-of-use

There is a lot to it, and I am probably only scratching the surface. The buttons (like the clean button) are great but without help, I had no idea they existed.

Functionality

It really helps us do what we do. My partner and I divide and conquer the marketplace, and this helps us from duplicating our efforts. Also, we can see what the other has done with a prospect, which prompts different questions as opposed to asking the same ones of the prospect.

Product Quality

Very impressed. I am no software expert, but based upon the others I have used, this seems great.

Customer Support

Very good support. My only complaint is that I usually have a hard time understanding the person on the other end.

Likes Best

It keeps me organized and from forgetting to follow up. It also is a great way to put together mailers. I always struggled with organization, and this has really helped me consolidate everything in one place, which is what I needed.

Likes Least

I would like to be able to search by name specifically. I also wish it was a little easier to put mailing lists together. These are not big issues, but they are the only ones I could think of that weren't great.

Recommendations

Make sure you understand what all it can do. It's impressive.

 

from DTMS
Specialty: Manufacturing
Size of portfolio: Single user Portfolio size: Single user

Great stuff

Ease-of-use

The product and the mobile apps are very intuitive.

Functionality

Most operations are really quick, and searches are very easy.

Product Quality

Very good stuff. All of the mobile apps work seamlessly.

Customer Support

I assume customer support is fine. I have not needed or used customer support.

Likes Best

Easy to buy. Easy to implement. Easy to use. Good mobile apps.

Likes Least

There is really nothing that I don't like about it. It works as advertised.

Recommendations

This product has a nominal cost. Jump in and use it.

 

from Mel Sole Golf Schools
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Extremely dissapointed in Salesforce!

Ease-of-use

The transfer of data did not go well, and our data is now in a mess.

Functionality

It was not as easy to use as Act! The fields did not transfer over accurately.

Product Quality

The data did not transfer over well. I wouldn't use it.

Customer Support

Once I got support staff on line, they were helpful. However, it took a long time to get someone to contact me.

Likes Best

It's not at all what I was expecting, so there's nothing I like.

Likes Least

I was told by the salesperson that I could do my monthly newsletter with no problems. I was using Constant Contact before. Once I had transferred my data to Salesforce, I was told I can only send emails in batches of 100. I have 4000 emails to send each month. That means I have to sit and send 40 emails one at a time! I was contacted just recently by Salesforce and told I had exceeded my data quota (although I had only increased my database by a 100 or so), and I would have to pay an additional fee if I wanted to continue.

Recommendations

I have no comments here.

 

from Pass It On Purpose Coaching
Specialty: Consulting
Size of portfolio: Single user Portfolio size: Single user

MVP Coaching Tool!

Ease-of-use

This is one of the easier CRM products I tried. The screens and functionality are very intuitive for just about any skill level.

Functionality

I needed to track leads from multiple sources, build a contact file based on qualification, and track opportunities. SFDC makes this easy.

Product Quality

Good product! Does everything the rep told me it would do to make my business run smoothly.

Customer Support

Excellent customer support: from videos to chats to telephone availability.

Likes Best

I love the way I can track all of my communication with my leads, prospects, and customers. Salesforce.com allows me to manage all activity, and it gives me reminders of tasks and actions so I don't need to rely on my memory and various calendars. What is the most helpful to me is the ability to track my opportunities. I send my team revenue and progress on proposals monthly with a simple click. I work in a small business with partners and collaborators around the world; SFDC has made everything run smoothly and much more efficiently.

Likes Least

I would rather the setup link be a tab on the main toolbar. It is a bit cumbersome to need to click on the link to get to the communication templates and data management tools.

Recommendations

Allow an SFDC rep to work with you on your demo run. They will show you tips that are hard to uncover if you do the demo yourself. I found the reps very willing to assist me and answer questions when evaluating.

 
 
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