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

72 Reviews of Salesforce.com

 

from Invitae
Specialty: Healthcare / Medicine
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Recently rolled out successful implementation of Salesforce.com

Ease-of-use

The UI and configuration could be a little more straightforward, but in general, the system is intuitive to use and navigate, and there is a lot of functionality that I'm sure I'm not even aware of yet.

Functionality

We wanted to integrate with a lot of external systems, and Salesforce allowed us to do that without many limitations.

Product Quality

It's a highly functional system. I'm looking forward to adding to Salesforce as our business needs change and evolve.

Customer Support

I've interacted with support several times already, and they've been very responsive via chat and following up by phone.

Likes Best

After going through a fairly lengthy vendor section process (primarily deciding between SugarCRM and Salesforce.com), we decided to implement Salesforce to streamline communication and collaboration between our sales and support teams and gather information for metrics and reporting. We opted for the performance edition, and I've been very impressed by the flexibility of the system, both for general configuration and integration with external systems. The reports and dashboards seem easy to use, and I've had good experiences with Salesforce support thus far for any issues and cases that I've reported.

Likes Least

Part of the user interface could definitely use an upgrade, and some of the settings and configuration are not very intuitive (e.g., a user permission that should be a simple checkbox sometimes requires changes in three different places in the administrator setup in order to change it).

Recommendations

If you are new to Salesforce, I would definitely recommend working with a consultant to get it set up for your organization.

 

from Transfac Capital inc
Specialty: Other services
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Still getting acquainted

Ease-of-use

We made some errors in set up simply because we were learning as we went. This is a customer support issue. Some guidance would have been nice.

Functionality

My rating may go up six months from now, because we are still figuring things out.

Product Quality

It is light years ahead of our old Sage ACT! system.

Customer Support

We finally got to the point of demanding some attention and they came through with a nice GoToMeeting presentation.

Likes Best

The chat feature that allows everyone to track the status of a prospect is my favorite feature. For routine interoffice centralized communication, the interface is very user-friendly.

Likes Least

I like customer service the least. The most common response is just Google your question. One of our users has probably posted an answer to your question. Some of the report modules are difficult to figure out.

Recommendations

Be very clear about what you want your CRM to do. Salesforce has immense capabilities, but you may be buying a lot of apps to get what you want.

 

from Reynolds Industries
Specialty: Manufacturing
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Solid Product. Maybe Too Many Features?

Ease-of-use

I like the accessibility and that it's user-friendly. All the fields are drag and drop.

Functionality

Reporting options are limited. I would like to see an "OR" option for the base users so multiple reports don't need to be run for multiple variables.

Product Quality

It's solid overall. Salesforce1 can be slow at times, and sometimes, it reports the previous inquiry's contacts instead of the new account's.

Customer Support

They have good online forums. I haven't engaged with Salesforce directly.

Likes Best

It's accessible from any computer and with the Salesforce1 app.

Likes Least

MS Outlook integration! We can't seem to get it to work with everyone's Outlook, so we're manually entering contacts now!

Recommendations

Read the reviews. Once you've started entering data, you're committed!

 

from PEAK Performance, Inc.
Specialty: Education
Size of portfolio: Single user Portfolio size: Single user

This product is awesome!

Ease-of-use

It's very user-friendly once you learn how the system works.

Functionality

It meets every aspect of our business. We couldn't have asked for a better CRM.

Product Quality

Once you learn the system and understand its functions, the quality of what you pay for is superb.

Customer Support

Outstanding. The vendor is always there when you need them, and they answer all of your questions.

Likes Best

I like the staff and how easy Salesforce is to use.

Likes Least

Nothing. We really haven't had any problems using the product at all.

Recommendations

You must try Salesforce. There is no comparison.

 

from IDEXX
Specialty: Other
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Salesforce was the right choice for us

Ease-of-use

It's very intuitive and easy to use! The setup is very fluid and dynamic, so we can make changes if we would like, and the ease of use really helped our adoption rate!

Functionality

Account management and forecasting are way better than what we were using before. Plus, we are looking forward to adding on marketing automation in the near future!

Product Quality

It's really easy to use, especially for our not-so-tech-savvy older sales reps!

Customer Support

They have been very responsive to all of our questions.

Likes Best

The vendor has been super helpful and responsive with any questions that we've had so far. We have only been using Salesforce for a couple of months, but so far, it's been easy to use! The system is easy to adopt, there is tons of training available, and it is really intuitive.

Likes Least

The pricing was a little confusing. There is the license, and then there are other add-ons that aren't transparent from the beginning. There is the sandbox pricing (QA environment), enterprise license fee, etc. Make sure that you are aware of the final cost per user above and beyond the initial license fee.

Recommendations

Be aware of any implementation costs above and beyond the annual licenses; there may be significant costs involved to implement not only Salesforce, but also to integrate with your ERP system.

 

from Ferromin Inc.
Specialty: Manufacturing
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Small company utilizing Saleforce.com to collaborate

Ease-of-use

The user interface is not completely intuitive. One must have some experience to understand the usability.

Functionality

As we work quite remotely as an organization, it gives us a vehicle to stay informed and connected.

Product Quality

The quality of the product is quite good, but as a minor user, we don't have access to its full capabilities.

Customer Support

As we are a limited user, we did not get ideal support. It took several hours to connect with someone that could help me bring a new user online.

Likes Best

What I like most is the information sharing capabilities it brings us. We all work remotely, and it helps to keep tabs on what is going on in the organization with things like Chatter.

Likes Least

As we have click-to-run MS Office, we were not able to utilize Salesforce.com's Outlook syncing. We have had to utilize a third-party application for which we have to pay, and it also can be somewhat cumbersome.

Recommendations

Make sure it works with click-to-run MS Office before getting too deep into using the product.

 

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

Gets you organized

Ease-of-use

It's really easy to learn. I picked it up intuitively, but there are also training videos if you get lost.

Functionality

Great. It helps us follow up on leads and schedule check-ins to maintain existing customers.

Product Quality

I think the reporting really takes it to the next level quality-wise.

Customer Support

I've never needed customer support because they have great online self-help tools.

Likes Best

It can be accessed from anywhere since it's cloud based. It's great for doing sales calls or when you have a sales rep who works from home. It also allows you to be able to check up on sales reps to see how they're working through clients.

Likes Least

Setting it up for the first time and putting in all your existing client info can be daunting.

Recommendations

Look for ease of use. You don't want to have to go through an extensive training process for something that's supposed to make your life easier.

 

from Titus
Specialty: Construction
Size of portfolio: Single user Portfolio size: Single user

Salesforce review

Ease-of-use

Its interface and menu options were self-explanatory.

Functionality

It allowed me to connect with my Outlook application.

Product Quality

No bugs, no issues with lost data, and no issues creating custom reports.

Customer Support

It would have been nice to offer more tutorials. In addition, the contact phone numbers were not available at first.

Likes Best

I like the price point and Salesforce's ability to interface with Outlook.

Likes Least

In order to get the mask marketing templates, you have to upgrade to the more expensive option. That's not too attractive for a small business. It needs a price point in between.

Recommendations

None. I don't have a problem providing feedback. I think it helps the community make purchasing decisions.

 

from A One Man Shop
Specialty: Other services
Size of portfolio: Single user Portfolio size: Single user

More Than A Contact Manager

Ease-of-use

There is a learning curve to generating reports and adding custom fields. Like anything, it just takes some time.

Functionality

Yes. Salesforce has an abundance of functionality of which I have barely exploited.

Product Quality

Continued development and upgrades ensure users are getting the best.

Customer Support

I haven't needed to contact support. A little noodling within the site and the support pages was all that I needed.

Likes Best

After using Salesforce for a year, I am amazed on the degree of flexibility and customization the platform provides. I'm using Salesforce for account and client management, but there's so much more to it. The price point makes this software indispensable for even the smallest of businesses.

Likes Least

Its depth and sophistication require some effort when getting started. If you have several years of computer experience (ideally database management or design), learning Salesforce will be a breeze.

Recommendations

If you need customizable cloud-based software to manage account and client based contacts, this is the way to go. There is an abundance of mobile platform applications that exploit your database and information needs. Check to see if competitor platforms provide this functionality. You don't think you will need it? Think again!

 

from MaxBotix Inc.
Specialty: Manufacturing
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Great CRM, Reporting, and Automation

Ease-of-use

It requires that you go through some training, but it is pretty intuitive.

Functionality

It seems to meet all our needs and the new ones that develop.

Product Quality

I think this product has continued to grow and expand to meet the high demands of sales professionals.

Customer Support

It has been a good experience up to this point. My very first sales rep with the company was not all that was desired, but this was quickly remedied so that I was able to work with the company.

Likes Best

Salesforce is a great platform on which we expand our growing business. It seems to handle all the items that need to be added as your business grows. Next, all the apps really help with streamlining the processes. The documentation and training videos were a huge selling point for me. This meant that I could become very familiar with the product prior to purchase. Additionally, it provides the material for training my staff rather than having to create my own materials. This in and of itself is a huge benefit. The reputation of Saleforce is great. This gave us the needed confidence of the right long lasting solution.

Likes Least

I think the price is the hardest selling point for the software for a small to medium-sized business. Additionally, the fact the workflows are very limited in the professional edition means we are choosing to give up some desired functionality in our initial rollout.

Recommendations

We used a book called Predicable Revenue to help guide us on the system setup. This was very helpful. Additionally, hiring an outside consultant can be of great help, especially if you find yourself limited on internal resources.

 

from Equips
Specialty: Software / IT
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

SalesForce Review

Ease-of-use

It's intuitive and easy to navigate through. The look of the pages is simple.

Functionality

It has email, calendar, tasks, and a whole lot more! The tracking and chatter capabilities with accounts and prospects is awesome!

Product Quality

It's always up-to-date and they are always making improvements to the software. The apps are definitely a plus too!

Customer Support

There are a few different avenues you can choose from to get help! Chat is great! You can also email and call. They are quick with their response time as well.

Likes Best

It's intuitive, which makes it easy to learn and implement throughout an organization.

Likes Least

The development phase in the implementation process can be frustrating if you did not purchase an outside developer.

Recommendations

Make sure it will benefit everyone in your organization, and ask yourself if the software will make life easier or just create more work for the users.

 

from Events of Significance, LLC
Specialty: Other services
Size of portfolio: Single user Portfolio size: Single user

Good to keep you organized

Ease-of-use

It's not intuitive or user-friendly, but it's powerful once you understand it and customize it.

Functionality

It's well-thought-out in terms of functionality.

Product Quality

It can do a lot, but it requires a lot of customization.

Customer Support

I did not understand the instructions on the self-help answer, so I emailed customer service and explained that I did not understand. They emailed me back with a link to the exact self-help answer that I did not understand.

Likes Best

There's a lot of flexibility and customization available.

Likes Least

The price is high compared to other CRMs. I do not think the platform itself is user-friendly until you get working with it and make it your own.

Recommendations

Check around. There are other CRMs that do the same thing for a lot less money either per month if you want cloud-based or as standalone.

 

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

Salesforce supports my sales team

Ease-of-use

It's easy to build reports, send mass emails, and import data.

Functionality

Our company needs are met by the ease of use and app functionality.

Product Quality

The possibility to do mass emails and easily build a database is great.

Customer Support

Premier support will answer a regular issues within two hours.

Likes Best

The mobile app is easy to use. It's easy to build reports and create dashboards.

Likes Least

Support requires a long wait time. Premier support will usually call you within two hours for regular problems.

Recommendations

Depending on the size of your company, you should evaluate different levels of Salesforce.

 

from ABN Leadership Group Inc.
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Salesforce Review

Ease-of-use

I don't think it's extremely easy to use. In fact, it's down right awkward sometimes. But it is very powerful and flexible.

Functionality

We can pretty much make it do whatever we need to do.

Product Quality

I've never found a single malfunction in the product.

Customer Support

It could be more efficient. Sometimes a simple email or a chat session would do the job. They tend to make things more complicated than necessary. Also, it would be helpful to have a dedicated support person for a project, not just a ticket.

Likes Best

I like the flexibility and responsiveness of the support team.

Likes Least

Some of the support team members are very difficult to understand over the phone. They always want to call me. I wish they could do more via email and chat so I don't keep getting interrupted by a phone call when I am doing something else. I also wish I had a dedicated support group that spoke English as a first language.

Recommendations

Keep in mind that the true cost of the software is in the time you will put into learning it and adapting it to your workflow. There are lots of choices, but few are as flexible as Salesforce.

 

from Bookxchange
Specialty: Distribution
Size of portfolio: Single user Portfolio size: Single user

SalesForce got it all

Ease-of-use

The interface is great and there are several tutorials available online.

Functionality

I can't print my dashboards, but I can do everything else I have tried so far. The summary report feature is great.

Product Quality

It fits everyone's business no matter what size or proportion. It also fits everyone's budgets.

Customer Support

The vendor is awesome! They are knowledgeable, kind, funny and helpful!

Likes Best

This product is made for people working with sales. However, I work with purchases and I can apply all the same rules under a different light.

Likes Least

I don't like the way the report filters operate. I would like to make reports mixing "accounts" and "opportunities." Also, I would like to have a printable version for the dashboards. But that doesn't stop me. It's still great!

Recommendations

I've tried other CRM's, but SalesForce has great features, easy interfaces and several tutorials available online.

 

from Nashville Film Festival
Specialty: Non-Profit
Size of portfolio: Single user Portfolio size: Single user

A Little Difficult to Get Started

Ease-of-use

It is difficult to get started with the software. I've tried to load my contact information and change the headers several times, but haven't succeeded. I will get it going though.

Functionality

It works very well I'm sure. I'm having difficulty loading the contact information into the system.

Product Quality

I wish it was easier to get information loaded into the system correctly. I use MailChimp and it's easy.

Customer Support

We are a very, very small company, so I totally understand why no one is holding my hand. However, I wish I had more help in the beginning of the process.

Likes Best

I really love this software. I used it at my last job and brought it into my current one.

Likes Least

It is complicated to get started, but worth the effort.

Recommendations

Be sure you have someone dedicated to learning the software and interpreting it for your staff.

 

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

We are using Salesforce for our company CRM

Ease-of-use

It didn't take a lot of training to learn the basics of the product.

Functionality

It was very easy to modify to our company needs for reporting.

Product Quality

It was very easy to sync to Outlook to track all of our email correspondence.

Customer Support

Not my personal experience, but I understand them to be very responsive.

Likes Best

I like the ease of use and versatility.

Likes Least

It costs extra for better features. There aren't as many out-of-the-box options.

Recommendations

Do your homework and determine if, for the cost, you prefer out-of-the-box or more complex functionality

 

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

Salesforce review

Ease-of-use

The screens are easy to follow. Pulling a report is more complicated and takes a while to configure.

Functionality

It needs more day-to-day tracking abilities so everything is not just "Log a Call" or "Open a Task."

Product Quality

It's a good product, and it's very useful as just a CRM. It's a stable environment that is compatible with all web browsers. It links to Outlook, which is very nice.

Customer Support

They are always willing to answer questions. There's also a nice, user-friendly help page on their website.

Likes Best

It's easy to navigate and has the ability to link to other programs (e.g., LinkedIn).

Likes Least

The ability to customize without major programming is limited.

Recommendations

It's mostly a sales tool. If you're wanting to track day-to-day activities, I wouldn't recommend it.

 

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

SalesForce.com Review

Ease-of-use

It's not too hard to use, but there are a lot of features that are hard to figure out.

Functionality

I don't really use the program yet, as it doesn't apply to my position at this time.

Product Quality

The quality seems to be there, and being able to customize it for the quality we need is great.

Customer Support

I'm not sure how the customer support works, as I've never used it.

Likes Best

I like that it's customizable.

Likes Least

It can be difficult to learn on your own. There are a lot of features, and it's hard to learn them all.

Recommendations

Use the help features or training videos as often as possible.

 

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

Salesforce Review

Ease-of-use

Once you get a bit of training, it is very user-friendly. We even customized it to suit our needs, which was a nice feature.

Functionality

It tells us exactly what we need to know on a weekly and monthly basis under reports and on the dashboard.

Product Quality

It is very good. It's easy to understand and easy to view.

Customer Support

It was excellent. In a matter of a few conference calls, I was able to create reports customized to my company's need and get a better understanding of Salesforce in general.

Likes Best

I like how easy it is to use. With just a few minutes on the phone, Salesforce was able to help me understand how to navigate around the website and customize it to my company's needs. The CSRs were very helpful and friendly as well.

Likes Least

It was a bit difficult to figure out how to run reports and get things set up on my own. I had to have help from tech support.

Recommendations

Definitely make sure you choose software that is going to work for your company. I looked at many types of software similar to this and found this to be the best fit, so do your homework.

 
 
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