Salesforce.com CRM Software


 

The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support.

The Salesforce app has capabilities that include sales management, marketing automation, partner relationship management and customer service. These applications help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post sale.

Salesforce for Outlook allows users to synchronize contacts, calendars, emails and tasks in both applications. Salesforce for small business allows users to manage contacts, track sales deals, manage tasks and events, harvest leads and track performance. The Salesforce enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations and more.

CRM Salesforce solutions are available only for software-as-a-service (SaaS) deployment. Force.com provides a technology stack that covers database and security as well as workflow and user interface.

 

Salesforce.com - Sales executive dashboard
 
  • Salesforce.com - Sales executive dashboard
    Sales executive dashboard
  • Salesforce.com - Track opportunities
    Track opportunities
  • Salesforce.com - Mobile view
    Mobile view
  • Salesforce.com - Mobile search
    Mobile search
  • Salesforce.com - Mobile customer information
    Mobile customer information
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

3,356 Reviews of Salesforce.com

 

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Software Advice Reviews (1,764)
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Showing 1-20 of 1,764

Michael from Charlie's Chalk Dust
Specialty: Distribution
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Excellent Software brings stability to processes

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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This product is phenomenal. You are able to streamline your sales processes and have a digital way to organize your sales process. For example, you can create tasks and it will remind you. So many of our sales guys have found that the organizational habits are much easier within salesforce. From a process overview, it is going to make your life easier. We also get a way to understand our pipeline

Pros

Organizational Ease
Forecasting
Pipeline Management
Trailhead

Cons

It can be confusing and complex
On-boarding takes a long time

Advice to Others

Do Trailhead. It makes onboarding much easier

 
 

Neha from Themis Medicare
Specialty: Pharmaceuticals
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Sales Pipeline connects us with the projects

Ease-of-use

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N/A

SalesForce.com CRM provides project pipeline which connects us with our projects as well. Based on the pipeline, we understand how many projects we will get in near future and we plan the resources accordingly. It helps us managing the project load really well.

Advice to Others

Good CRM to be used by most IT departments in any industry.

 
 

Kathleen from Rosetta Stone
Specialty: Education
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

February 2017

February 2017

Salesforce - Couldn't Earn Without It

Ease-of-use

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I've been using Salesforce every day since 2009. Without the organization, ease of use and plugins for contracts, I would be unable to do my job efficiently.

Pros

Easily organized and nestled. Everything in one place. Tracking of emails and scheduling tasks all under the account or opportunity level.

Cons

The mobile app is difficult to use and takes a long time to navigate.

Advice to Others

Attend updates and best practices trainings and webinars in your organization and from SF.

 
 

Marina from Chesapeake Systems
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Work in progress

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N/A

Hello,

I have worked with many products that have performed and behaved as I've wanted and expected, especially with ease of use and understanding the backend and front end no problem.

SF is a bit different in that regards as I feel into it and wasn't involved in the initial deployment. This has caused some issues as an admin user trying to figure out how to best show and represent the reports and numbers I need with built in functions and custom functions/features. I think a lot of my frustration comes from not understanding how all functions/features tie in with one another. Going through set up is a process there are a lot of features and no true direction of how and where to find anything. luckily there is a search bar which kind of helps but if you don't know what the "specific" field or feature you're looking for is called you're digging for hours.

I wish instead of jumping right in and just using what was already created I took the time to actually investigate how everything was set up. It would of give me a much better understanding of how the support, sales and accounting side tie in together and what changes would need to be made to make it more efficient.

Like any product it's always a work in progress.


Advice to Others

If you're inheriting the responsibility of managing SF, not always from the dev side but basic changes with in Setup, take the time to go through it before jumping into what's already set up. Once you're able to understand the basic Setup (not dev and coding side) you'll have a much easier time navigating changes you want to make, features you want to add, etc.

 
 

Joe from Backbase
Specialty: Software / IT
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Salesforce Review

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Very solid product with seamless functionality. Customer support is responsive and knowledgeable. I would recommend this to anyone regardless of the industry they are in.

Advice to Others

Purchase the tools that come within salesforce such as data.com

 
 

Marissa from Mass Mutual
Specialty: Insurance
Number of employees: 10,000+ employees Employees number: 10,000+ employees

February 2017

February 2017

Market Leader for Integrative CRM

Ease-of-use

Functionality

Product Quality

Customer Support

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Salesforce is a versatile product and can do way more than most users even realize. This is not just a database - it is a reporting tool, searchable and interactive cloud, and adaptive user experience. You can track goals, segment records, and of course - sync it all on any device. The ability to merge your outlook contacts and calendar is great if you already use those tools in Office Suite. Knowing that this product is backed by Microsoft, a tech and security giant, makes me feel confident that they are updating constantly for security and keeping up with technology.

Pros

I like how detailed it is; you can use as many or few fields for client data input as you want. I like how the icons are pictures, not long words or branded areas; reports are reports, not "Microsoft Review Suite" or something annoyingly long. I like how we were able to brand it for our firm. I like the speed, the multi-device compatibility.

Cons

The best integration - Outlook - is only a pro if you already use Microsoft. I'm not sure other apps would sync as fast. Also, the actual interface is so detailed that you have to do a lot of scrolling - a LOT - to get the information in one record. For example, you can't see the address, phone, and client name, date of birth, at one shot because there are a ton of extra (empty) fields in between for addition address, live map update, other phones, etc.

Advice to Others

Utilize any trial period and support you can before buying. If you need a lot of customization, go over it in detail. I see this as a hole in one for large companies, but smaller companies may find industry-specific, cheaper, or more slick interfaces.

 
 

Dave from Beacon Biomedical
Specialty: Healthcare / Medicine
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Great Robust Tool for Larger Enterprise Organizations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Was a wonderful CRM that helped my former company build its pipeline and make its numbers. Plenty of features to help both the sales person and sales leader get a handle on their worlds.

Pros

Reporting! You can slice and dice data for any view that you want.

Cons

Really needed an administrator to manage all the features and training.

Advice to Others

Get the highest level environment. Features will help you gather data to satisfy the most demanding executive team. If you have the money and resources to support the environment, Salesforce can't be beaten. If you on a limited budget and managing the environment yourself, you might consider a simpler CRM with fewer bells and whistles, but easily launched and operational in short order.

 
 

Jeremy from Rosetta Stone
Specialty: Retail
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

February 2017

February 2017

J Fallon's Review of SFDC

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N/A

Salesforce is a useful tool that I use in my day-to-day to keep my clients and opportunities on track. I would recommend it because it's easy to use, very easily navigated, and worth its weight in gold for a CRM.

Pros

ease Of Use, tracking of all data

Cons

Won't sync with some other programs

 
 

Jacob from Rosetta Stone
Specialty: Software / IT
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

February 2017

February 2017

The Premier CRM

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N/A

Much like we say "Coke" when we mean soda, or "kleenex" when we mean tissue, Salesforce.com has become synonymous with CRM. Keeping records, managing pipeline, forecasting, and keeping track of where you or your team are all are covered in Salesforce. You can keep track of every call, e-mail, sale, etc. It can be overwhelming at first, but once you are in it, there is no going back or switching CRM's.

Pros

All-encompassing program for the sales process.

Cons

Expensive

Advice to Others

Do it. This the best of the best of CRM's.

 
 

Nitay from Makerbot
Specialty: Manufacturing
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Not a CRM System

Ease-of-use

Functionality

Product Quality

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Value for Money

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Definitely not a CRM system. They innovated a completely new way of managing relationships between the company to other parties.

Pros

Ease of use and customization.

Cons

Price

 
 

Rebecca from Celerion
Specialty: Pharmaceuticals
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Effective reporting and easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Salesforce has intuitive designs that are customizable to fit your company and clients needs.

It is good for managing customer histories and will help you track clients special needs.

 
 

Robbie from Schneider Electric
Specialty: Manufacturing
Number of employees: 10,000+ employees Employees number: 10,000+ employees

February 2017

February 2017

Great CRM but comes with a long learning curve.

Ease-of-use

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I was the deployment lead for salesforce at my company. I liked the tool for its functionality and the flexibility it provides to cater to the needs of different business segments. However, the learning curve was long and it is not the easiest tool to use.

 
 

Suzy from juvia
Specialty: Food / Beverage
Number of employees: 201-500 employees Employees number: 201-500 employees

February 2017

February 2017

Sales Force for Events Department

Ease-of-use

Functionality

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Value for Money

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Salesforce has allowed for me to build a robust pipeline of sales targets by enabling me to keep track of my day to day progress. I create daily tasks to keep me organize, sync it with Microsoft Outlook, and make detailed notes so that I know where I left off with my accounts. We use this product for sales for our event and reservations department.

Pros

Keeps very close track of pipeline with clients, this allows me to focus on who I need to follow up with and where my progress is. Balancing multiple accounts and clients can be tedious but Salesforce is "smart" enough to help weed out a lot of busy work.

Cons

Cons include multiple fields that need to be filled out, some of which are too tedious and time-consuming. It also is not easily synched with my company's Intranet system, so it doubles up the work for me. If it could have a bit more integration it would be great!

Advice to Others

My only recommendation would be to make sure the products synch to your intranet system so minimize double work.

 
 

Nicole from ITHACA
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Best and most easy to use CRM

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Value for Money

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SalesForce has been the best CRM for salespeople. Our team used SalesForce and they found that it comes up with the easiest way to manage sales data. The navigation is clean. Reports can be exported out anytime. The dashboard provides a quick summary of the sales content.

Advice to Others

Best CRM to use if you can afford the cost for your sales team.

 
 

Stephen from Global-techdata
Specialty: Other services
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

February 2017

February 2017

Salesforce CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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I regularly use this product.
As it is our client data sheet we can easily access it, no problems or bugs.
Easy methods and easy fillings for us.

Advice to Others

Surely can recommend Salesforce CRM to every organisation.

 
 

Steve from IT Hands Inc.
Specialty: Software / IT
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Every sales feature is available with SalesForce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Salesforce has every function which is needed to perform a sales operation. The dashboard is amazing and provides a good visual summary of the sales. Customers can be managed really well and the required info can be added to them. It provides options to predict your sales based upon some parameters.

Pros

Integrated with a number of third party tools which provides a lot of functionality.

Cons

The cost can be decreased to help small companies :)

Advice to Others

Great tool in terms of functionality. Have all features available which is needed.

 
 

Tony from Concentric
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Salesforce.com - CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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With Salesforce we can move a lot faster and keep adapting to our customer’s needs. We’ve been able to develop very complex solutions in less than four months and deploy them across multiple geographies in under a year.

Pros

1. It is based in the Cloud.
2. They are the #1 ranked CRM in the marketplace.
3. It is a complete CRM package.

Cons

1. It can be too expensive for small businesses to use.
2. The competition of Salesforce can make many of the sales claims.

Advice to Others

Make sure if you go with SalesForce, that you have your employees do training on the CRM. SalesForce is very robust and you will need help learning all the features to really utilize it.

 
 

BC from Priorclave North America Inc
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Lots of power, limited customizations

Ease-of-use

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Product Quality

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N/A

Our organization lives in Salesforce. We use it to generate and track quotes, emails, tasks, and reporting. We are also starting to use it to track cases and service.

Pros

It is a powerful tool for centralizing customer management and also enables us to manage the activities of our sales team internationally.

Cons

It is difficult to customize. For example, the creation of quotes is limited to pre-set colors, font sizes, and tables.

Advice to Others

It may be worth hiring a Salesforce consultant to provide some 1-1 training if you do not have an in-house administrator.

 
 

Nick from Rosetta
Specialty: Advertising
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2017

February 2017

Salesforce at a glance

Ease-of-use

Functionality

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Value for Money

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My company recently switched to Salesforce 360 after we merged with a larger marketing agency. Like most software, there was a learning curve getting used to the terminology specific to the technology, such as Leads vs. Contacts vs. Opportunities.

It was helpful having a background in working with other (yet smaller) CRM programs, and I just say Salesforce is WAY more advanced than any other platform I have used like Microsoft 360 and SugarCRM.

The training was thorough and we have a Salesforce rep for our company we have access to pretty much 10 hours per day, which has been really helpful.

Pros

Reporting: the fields are easy to understand which makes pulling reports a breeze
UI: once I got familiar with the terminology, the platform was easy to navigate. Took about 3 days of entry to get a solid handle
Integration with Oracle: this was a key because now I can enter my forecasts in one place rather than 3 which I had to before

Cons

There are a LOT of features and fields that I never know. This was a business rule the agency we merged with set in place, but I'd like it if I could customize this based on an Account Manager role.

Advice to Others

There are plenty of videos on Youtube, Lynda.com, and elsewhere to get familiar with the tool if you have issues.

 
 

Ariana from Rosetta Stone
Specialty: Software / IT
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2017

February 2017

Great tool

Ease-of-use

Functionality

Product Quality

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Value for Money

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Product Quality
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Salesforce is great. I love the reporting capabilities, everything under control.

Pros

Mobile use

Cons

None

Advice to Others

Training yourself with Salesforce videos. Very helpful.

 
 
 
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