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

820 Reviews of Salesforce.com

 

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

Marketing Associate

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Likes Best

Not difficult to use but definitely need some training to learn full capabilities.

Likes Least

Data.com! Horrible contacts, messy, and extremely inaccurate!

Sales uploader can be difficult. Which phrasing errors would have more specific identifiers to the actual problem.

Recommendations

Make sure to either know some with experience in SF to help with training.

 

from NewBrandAnalytics Inc.
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Love the product. Wish I could do more.

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Likes Best

I love the simplicity of the basic UI, and the ability to control data sharing and the ability to disperse essential data.

Likes Least

The Basic product doesn't have all the necessary functionality, which requires us to purchase additional plugins. Also, their support redirects to their resources page, which is cramped with way more questions than actual articles and solutions. I personally find it hard to find answers to my questions with their resources.

Recommendations

You either need someone who has worked with the Salesforce CRM before or need a course. Also, implementation is not as easy as it might seem.

 

from MyeBiz
Specialty: Software / IT
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Very difficult to get started

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N/A

Likes Best

It is robust and can do just about anything you need it to.

Likes Least

It's not very user-friendly and requires a lot of overhead to get started.

Recommendations

I would recommend to explain to the sales rep upfront everything that you are trying to accomplish so you can see how much integration and time to market.

 

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

I have been both an Admin and a user of Salesforce

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Likes Best

Salesforce is the big giant in CRM, and rightly so. In general, the product does what you need a CRM to do, has many integration points, and is a pretty good platform to build on. It has tons of integrations as well, so you can typically find what you need if Salesforce doesn't provide it.

Likes Least

The UI isn't the best, and the lack of focus in that area, including searching and editing records can cause frustration. It is also pretty pricey for smaller businesses.

Recommendations

Ensure that you understand all of your criteria, as well as your sales process when evaluating whether software like this is what you need.

 

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

A powerful platform, but you need to know what you're doing

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Likes Best

Salesforce.com is a great tool for managing a large enterprise sales team. I like the customization and flexibility of the system, as well as the large amount of documentation and community support when I'm looking for ideas or best practices. The reporting is good and continues to improve with every release. We've expanded our use of SFDC with custom objects for various departments that aren't available out of the box, which has definitely added value to our organization.

Likes Least

With customization and flexibility comes the ability to break things if you don't know what you're doing. We're struggling to keep our database clean after years of haphazard development. it's important to have a vision and a governance committee to oversee changes. We also have a very large database, and without better indexing, our queries and performance can drag at times.

Recommendations

Keep it simple. Just because you can do some crazy customization doesn't mean you should. If you manage multiple product lines or divisions, it's easy for fields and views to get out of control. Make thoughtful changes, plan for the long term, and when calculating total cost of ownership, factor in if you're going to need outside consulting or development.

 

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

I.T. Director

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Likes Best

Salesforce is a true Enterprise Application loaded with functionality.
I love the fact that it's very customizable to meet you particular Business needs.
The fact that it's a cloud based solution is wonderful. As an IT person, it is a huge relief to not have to have an internal IT staff on the hook for managing any related infrastructure. Working remotely is seamless for all of our employees (no hassle of managing VPN clients, etc.).

Likes Least

I wish the search functionality was better. It seems that you often need an exact match to find meaningful results.

Recommendations

Be patient as the benefits of this system are outstanding. With any change in systems, there are often employees who are resistant to change. The pain of change is well worth it when considering a change to Salesforce.

 

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

Salesforce review

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Likes Best

User friendly design, custom reporting, Chatter, good reputation.

Likes Least

Report don't update automatically - you have to remember to constantly refresh for an updated view .

Recommendations

Understand how other companies use SF to get the most out of it for your organization.

 

from TLO
Specialty: Software / IT
Size of portfolio: Single user Portfolio size: Single user

I have worked with Salesforce for the past 2.5 years

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Likes Best

The product is very straight forward to use and with very little training I was able learn how to navigate with ease.

Likes Least

More of a personal issue but remembering to log information after calls and go through each step.

Recommendations

Maybe if there was a way to integrate this with my office phone to send automatic updates of when I called a client.

 

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

Love SFDC

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Likes Best

My company wouldn't be able to function on a daily basis without SFDC. We actually incorporate an entire week of training on SFDC because it's so integral to our business.

Likes Least

I keep hearing we use it incorrectly. We use it so much that the frustration usually happens when integrations aren't optimized. For example - using Marketo and not having the ability to auto-log emails into SF.

Recommendations

Make sure you have people that can be dedicated to SF. (e.g., operations team)

 

from Profit Strategies Inc.
Specialty: Other
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Great for organizing your client base

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Likes Best

The product is easy to use and helps you keep all of your clients organized. Salesforce also allows you to stay on top of your tasks.

Likes Least

As with any software program there has been some downtime.

Recommendations

Take all of the training courses offered and see if it fits your needs.

 

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

Salesforce Review

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Likes Best

Up-time is great, No lag-time, good back-ups, solid platform.

Likes Least

Clunky to administer, takes years for implementation of highly suggested improvements.

Recommendations

Take any admin courses, expect to have to opt out for the enterprise version.

 

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

Helpful and useful - Kind of difficult to learn

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Likes Best

It helps us keep track of all the info we need to, helps us stay organized and communicate with our far-flung colleagues,

Likes Least

It can be difficult to learn and difficult to customize, not super user friendly.

Recommendations

You will need to put a LOT of time and resources into implementing and customizing.

 

from NewBrand
Specialty: Software / IT
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

WGK SalesForce Review

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Likes Best

I like that the product is easy to use for the sales team but has a lot of hidden capabilities that are relatively easy to build out for someone who is more technologically advanced.

Likes Least

The customer support and the general support portal are lacking in helpfulness and just general education. It's difficult to find someone to speak with that actually seems knowledgable and willing to go that extra mile to solve an issue.

Recommendations

If you're going to be using SalesForce make sure you have an internal process establish before you integrate the product. Furthermore, ensure that you have a technology team that can learn to administer salesforce well.

 

from Frisco ISD
Specialty: Education
Size of portfolio: Single user Portfolio size: Single user

My experience with Salesforce

Ease-of-use

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Likes Best

I like the cloud-based CRM Model. Very convenient. The fact that it is able to be used on devices was handy.

Likes Least

Some functionality is hard to learn without tutorials.

Recommendations

Have an easy layout for tutorials. At times, as I was learning the software, it took some time to learn how to use it effectively.

 

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

Amazing Platform. The Best CRM for 4 decades

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Customer Support

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Likes Best

Innovation and ease of use. They go always above and beyond!

Likes Least

Reporting functionalities. The dashboards are not very intuitive and can be a challenge to build.

Recommendations

Do you research and see what the business needs are. There are various editions of Salesforce available so research well and see what meets your needs best.

 

from Delaware Investments
Specialty: Other
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Sr Web CMS Administrator

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Likes Best

I really like Salesforce integration with other systems such as Sitecore.

Likes Least

I do not have any other comments at this time. It is a good product.

Recommendations

I recommend that others should be objective.

 

from Delaware Investments
Specialty: Banking
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Captures tons of detail

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Likes Best

Ability to plug in with several other programs. I also like the custom reporting...basically slice and dice the data in any way you need it.

Likes Least

Our internal training/standards are lacking. While this is not the products error it has certainly impacted the functionality of the product.

Recommendations

Establish a training program and regular (quarterly) check in meetings with your sales team to gather complaints/edits on a regular basis.

 

from CommCap Advisors
Specialty: Real Estate
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

I trialed salesforce for 30 days.

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Likes Best

The interface was simple enough for me to understand and customize. It worked well for my uses and the tracking system and data feedback were excellent. The product is much more appealing to the eye than the competitors and made me feel comfortable stepping right into the program.

Likes Least

Truly the pricing made the difference. The cost was substantially more than the competitors and required guaranteed payment for a number of users. There were also additional widgets that we would have to pay for to experience the full potential of the product. I believe a lot of what we needed out of the program would require additional purchases.

Recommendations

I would recommend playing through multiple programs. I believe Salesforce provides a good quality product compared to most other CRMs.

 

from Centurylink
Specialty: Telecommunications
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Way Better Than Siebel

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Likes Best

Very intuitive. It is easy to use and the speed of queries is nice.

Likes Least

I have no issues with the product or the vendor. So far so good.

Recommendations

No real recommendations other than to just play around with it and explore this powerful tool.

 

from Courage Christian Center
Specialty: Software / IT
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Admin and Developer of Salesforce (Non Profit edition).

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Likes Best

The ease of use as well as features included in system. I like how much functionality is included in the iPad/iPhone app, users of the system love that.

Likes Least

The only thing that comes to mind is the outdated documentation for a release. But it was easily remedied by going to one of the forums.

Recommendations

Look at reputation and track record of enhancements added to system.

 
 
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