Salesforce.com CRM Software


 

The Salesforce cloud is a 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.

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 Force.com platform, a modern architecture that provides increased flexibility and scalability for organizations of any size.

The Salesforce app has capabilities that include, sales management (its heritage), marketing automation, partner relationship management and customer service. These 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.

CRM Salesforce solutions are available only for software-as-a-service (SaaS) deployment. Force.com 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.

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. The Salesforce enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, advanced API integrations and more.

 

Salesforce.com - Sales cloud CRM
 
  • Salesforce.com - Sales cloud CRM
    Sales cloud CRM
  • Salesforce.com - Accounts and contacts
    Accounts and contacts
  • Salesforce.com - Email integration
    Email integration
  • Salesforce.com - Analytics and reporting
    Analytics and reporting
  • Salesforce.com - Case management
    Case management
  • Salesforce.com - Collaboration
    Collaboration
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

1459 Reviews of Salesforce.com

Showing 1-20 of 1459

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Intuitive Way to Organize Clients

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Likes Best

It has a lot of great features to keep clients organized, eliminate duplicates, sync to other software services, and keep the whole team up-to-date.

Likes Least

It is still coming out of the early 2000's with its UI, but it is on its way to looking new.

Recommendations

Definitely give this a look. It makes things easy at all levels of the sales process, from open to close and beyond.

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

A look into a life without Base

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Likes Best

I love how easy it is to customize the product and link contacts together.

Likes Least

I love that they are re-doing the navigation, the look and feel of the program can be a little annoying at times but in the end this is of minimal importance.

Recommendations

We tried a CRM called Base as a company and I like this much better, It can accomplish a lot of things that base couldn't even begin to touch.

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Mostly positive with a few drawback

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Likes Best

Very straight forward interface the lightning experience has a great aesthetic

Likes Least

unreliable task system and the lightning mode has a less user friendly interface

Recommendations

Use a calendar in conjunction with Salesforce to manage appointments and follow ups

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

A little difficult of a learning curve, but great product

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Likes Best

The quick and easy to access reports and dashboards.

Likes Least

The difficult learning curve leans towards being very intimidating. It's hard to just jump right in and get to work.

Recommendations

Go through as many tutorials as possible or find someone in your company who's a Salesforce wizard.

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Awesome! Gotten a lot more productive

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Task view overdue+today is awesome. I like having an easy way to view the history of a contact and opportunity. Cleaning up opportunities has been WAY easier than other CRM platforms we have used!

Likes Least

Support is non existent but there is a plethora of online resources

Recommendations

Make sure you get lots of storage and plan out your use and workflows- We automated a lot of processes and screwed others up.
Data is rough to clean up and de dupe.

 

from Leadership Development Seminars
Specialty: Non-Profit
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Database / registration / donation tool for non-profit

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Likes Best

Salesforce has great potential for any non profit. If a member of your team has the time to delve into learning the technology, Salesforce has capacity for a lot of useful functions.

Likes Least

Where the problem lies is the learning curve to utilizing this capacity. I walked in with little to no Salesforce knowledge, and had to learn quite a lot simply to set up a registration page. From there, I'm still clueless on how to run certain reports or pull custom fields, etc. The difficulty of use without extensive training seems to be the biggest drawback of Salesforce as it relates to the needs of our team.

Recommendations

Watch as many tutorials as you can, and if possible, get someone well-versed in Salesforce to spend time with you and teach you the main capabilities useful to your specific mission.

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Salesforce; the all-in-one-r

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Salesforce is like simple poetry. You begin with the email address, name, or company name for the lead you are looking for. Its like unlocking a world of information you didn't know was available because someone else on the team already filled it up with money-generating goodness and quality customer information.

Likes Least

The interface is a bit boring at times and can be tricky to pinpoint precisely what needs to be clicked, but its otherwise pretty intuitive!

Recommendations

That is difficult to say. I don't use salesforce everyday. I will say to be sure to evaluate it Salesforce through the eyes of the rest of your team. Just because you like/dislike it does not mean the rest of your team feels the same way.

 

from TREKK
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great Enterprise tool, but not a great fit for our small company

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Likes Best

It is a quality product. There are limitless features and upgrades available. For an enterprise client, this would be a great solution for keeping record straight and tracking the sales process from first contact to close.

Likes Least

As a small business with myself being the only sales and marketing contributor, it was a difficult tool to use. The sheer amount of features were overwhelming. With our process we barely scratched the surface of what the tool had to offer. For that reason, it was a really expensive and lengthy agreement for a tool that we really weren't a fit for. Additionally, even the simple tasks seemed difficult to complete. I watched countless training videos to no avail. We needed it to do just a few things well, and were just not impressed with these functions.

Recommendations

Do your homework and make sure this is the right fit for your size company. It can be an incredibly valuable tool if you have a large sales staff. If you have a smaller team with less robust needs, I'd look elsewhere.

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Top tier CRM but has weaknesses too

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Likes Best

The amount of integrations is astounding. There are tons of ways to configure it, design it, and style it. You can add custom fields for a variety of things and plug it into other apps. Also, *everyone* is on it together. It's the central hub of the company.

Likes Least

It's not pretty. It's stuck in the 1990s for the most part. Second, seems rather dumb but there's only one email field per contact. We can create additional "fields" but none can be configured as "email". This seems...dumb since most people who would be listed as a contact in Salesforce would have at least 3-5 email addresses.

Watch the pricing...per user is important, but sometimes there's hidden fees—like disk space. No joke.

Recommendations

Dig deeply. Make sure it's really what you need and want. Don't select a CRM just because you need one. This is the most important software

 

from Riskalyze
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Salesforce is a beast

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Likes Best

This product is completely customizable to your teams needs. This is an awesome feature that some CRMs advertise, but Salesforce actually delivers on.

Likes Least

The initial set up and learning curve can be a bit discouraging for a user who isn't a problem solver or tech savvy. It's so custom that someone could potentially become overwhelmed. The average user should very little issue in usage.

Recommendations

Make sure that you exercise all your custom options with this product to maximize your workflow and user experience. If you need some kind of CRM feature that may seem a bit obscure, chances are Salesforce can configure that for you.

 

from María Fernández Sedeño
Specialty: Software / IT
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Salesforce: the best CRM I got as marketer

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Likes Best

Salesforce is to me the best CRM you can get as marketer. It has almost every functionality needed and they keep improving it with more and more features.

For marketers, again, it's great, because integration with sales team is smooth. Both teams work on the same leads, the same processes, with the same fields, qualification... You can easily set up dashboards, specific for each user or department and later you can share your marketing dashboard with management.

Finally, there's a recent integration that I love to use: hubspot-salesforce integration. It makes your effort on content marketing easier and your sales team can see which emails or pages the leads are seeing.

Likes Least

Pricing makes you not be always able to have it... not all companies can afford it!

Integrations are great but also a little bit difficult to set up, you need patience.

Recommendations

I would recommend people carefully inform themselves with a Salesforce partner about what it takes to implement the tool in your organization. It's not impossible but it's not easy neither.

And also consider if pricing is affordable for your company. Have Salesforce as a reference of what you want, but don't put your company into cash stress because of it. There are other tools nice to start.

 

from Barr Commercial Door Repair Inc
Specialty: Other services
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Salesforce review

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Likes Best

Measuring result, see what's in the pipeline, work-in-progress...etc. & the dashboard

Likes Least

Cost of implementation and integration with accounting and/or other software

Recommendations

Be committed to learning and using all the features to maximize all the benefits

 

from Lendio
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great CRM Makes It Easy to Manage Contacts

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Likes Best

I like how adaptable it is to use the Salesforce Software. I have used other CRMs and always had to have 1 person dedicated to working with the CRM full time. Salesforce is easily adaptable and makes it easy to create and manage lists of contacts.

Likes Least

It was a steep learning curve when I started using Salesforce but once I had a grip on what I was doing it made me more efficient at my job.

Recommendations

The important thing when looking at any CRM is to know exactly what your needs are and to compare your needs against the features offered by the CRM in Question. I found that Salesforce does a great job of covering most needs of any business with their wide range of tools.

 

from PSM
Specialty: Advertising
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Not completely intuitive, but solid and necessary software overall

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Likes Best

The encompassing sales database gives you helpful tools for implementing a sales process, especially for B2B sales.

Likes Least

Not everything about Salesforce is intuitive. There are small gimmicks which prevent it from being a seamless experience. It also could use an update in design.

Recommendations

Note the number of clicks it takes to move between various views.

 

from Lenddo
Specialty: Accounting
Size of portfolio: Single user Portfolio size: Single user

Best in Class

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Likes Best

Honestly, Salesforce has just been around long enough to get the high level integrations set up. There are so many different software platforms that plug into this system, that it's hard to beat. Not only that, they have had years of iterations on the software, so odds are if you have had a problem with sales, Salesforce, or a 3rd party integration, has found a way to fix it.

Likes Least

Being at the top of it's class also brings top of class pricing. It's hard to get into saleforce on the cheap as a medium sized company, but if you can afford it, it's worth it.

Recommendations

Make sure you look at what you need it to do, then check the marketplace for salesforce based apps that will help you with it. If you're looking for a basic CRM, then you're fine, but if you want it to do more, you'll want to check for solutions before you buy it. Because it's been around so long, you can just google most things, and you'll find a solution.

 

from Acero Precision
Specialty: Manufacturing
Size of portfolio: Single user Portfolio size: Single user

Very good software for the overly detail oriented.

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Likes Best

Ability to run queries, the overall outlook of the system.

Likes Least

I think there is an easier way to reassign cases to other users. Would recommend one click ability to reassign a case or note to another user.

Recommendations

Evaluate the amount of data that you are handling on a daily basis. If it's a lot of data then Salesforce is for you. If you're not handling a lot of data / cases etc, then you may be better off with a different CRM.

 

from IMGE
Specialty: Other
Size of portfolio: Single user Portfolio size: Single user

Not a lot of experience with it, but not my favorite

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Likes Best

The product is definitely well established and the support is solid. No deliverability issues and it seemed relatively flexible in terms of email html set-up. Segmentation tool was rather powerful as well, but definitely geared towards sales.

Likes Least

I struggled a lot with autoresponders and drip campaigns. It's not nearly as user friendly as it should be. Importing was also problem. While getting users in was fine, finding them later was more work than I wanted.

Recommendations

Figure out what your end goal in. If you're sending a newsletter, this is probably not worth the cost. If you're doing sales, definitely go in this direction. They are spendy though and it may not be worth the cost. Often times, depending on dev resources, you can make custom solutions in other programs that are just as effective.

 

from Coster USA, Inc.
Specialty: Manufacturing
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

SalesForce implementation project

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Likes Best

SalesForce gives option of more or less information to be brought over, the flexibility in choices is good. The design team has been very helpful (outside vendor)

Likes Least

The concern to me is in understanding that the setup is being done to gat the best feedback. Results count!


Recommendations

Do your homework. Make sure you understand the efforts that are needed to setup a good and accurate system.


 

from Senior Nursing Care Services
Specialty: Healthcare / Medicine
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

SalesForce for home care

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Likes Best

It has the capabilities to do an enormous amount of varied tasks.

Likes Least

Having to change between the new and old version to do things.

Recommendations

Use it extensivly during your 30 day trial. Use every aspect of it.

 

from Guidance Corporation
Specialty: Other services
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Salesforce Review

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Likes Best

A wide variety of functionality and customization allows for a very in-depth experience, customizable to your specific business needs.

Likes Least

The CRM can be a bit complex when using it solely as an Applicant Tracking System.

Recommendations

Take full advantage of the highly customizable nature of this software.

 
 
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