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

63 Reviews of Salesforce.com

 

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.

 

from H. E. Neumann Co.
Specialty: Construction
Size of portfolio: Single user Portfolio size: Single user

Salesforce.com has been the best solution for me

Ease-of-use

Most things on SF are pretty intuitive to use. Customized fields and layouts are the best! I am still not sure about workflows, but I have not spent much time researching them.

Functionality

I would like to be able to use more add-on products with the Group edition.

Product Quality

SF is very dependable. I have lost no data, even when the program quit functioning (which has only been one time).

Customer Support

Support has been great with the exception of one call that was frustrating due to difficulty in understanding the tech support person.

Likes Best

SF is very flexible and requires no coding knowledge to use. I had used it before in a customized format but needed to use it in my current position as a standalone product. I was responsible for any and all customizations, so it had to be easy to use.

Likes Least

Not all add-on products work with the Group edition, which is what I am using.

Recommendations

Make certain to try several programs for at least a month each (if the first week goes well).

 

from PlumpJack Group
Specialty: Food / Beverage
Size of portfolio: Single user Portfolio size: Single user

Great Insight, Wonderful Customer Service

Ease-of-use

The database is very user-friendly. I also enjoy that I can go online to access my client's information from the office or when I'm working offsite.

Functionality

Salesforce is much different from the CRM that I used at my last company, so it took some time to get used to. After I was able to adjust some of the custom fields, I was able to create a database that was more inline with my personal industry needs.

Product Quality

It's a great product and recommended by many friends in different industries.

Customer Support

I had issues when originally trying to setup my account and something had happened in connection with my complimentary month trial. After about a week, a sales rep was able to remedy the situation and get me setup.

Likes Best

I love the competitive price, user-friendly database, custom field creation/view, customer management opportunities, ongoing notes field, and LinkedIn access, to name a few!

Likes Least

It was difficult to navigate through the site initially, but when you are paying their lowest tier, you can't expect to have a rep assist you with all your questions.

Recommendations

There are many options when searching for a CRM, so you will need to know what you are trying to accomplish prior to looking for the best fit.

 

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.

 
 
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