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)

3,352 Reviews of Salesforce.com

 

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Meredith from Home Works
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Salesforce

Ease-of-use

Functionality

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Value for Money

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I have been using this for over 2 years and have found it to be user friendly but also have the capacity to go deeper with it. There are a lot of functions and capabilities if one is trained on them. It has been beneficial for us. I have not found customer service to be the most helpful or knowledgeable.

 
 

Michael from Portland Taiko
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Excellent free non-profit software, highly customizabke

Ease-of-use

Functionality

Product Quality

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Value for Money

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The SalesForce platform is robust and will accommodate almost any organization's needs. However, to get maximum utility the user either needs to spend time customizing it to their environment, change their processes to match SF's standard or use a third-party platform built on SF.

Pros

Very flexible and robust.

Cons

The database is not truly relational, so reporting on complex queries is difficult. We download all data into Access for complex analyses but use SF for simple listings.

Advice to Others

We used Patron Manager, based in SalesForce, initially but dropped that to cut costs. PM was better-suited, so we recommend at least using a consultant to evaluate how your processes fit with SF to determine if you should pay to customize, pay to use another front-end package on top of SF, or use native SF.

 
 

Udaya from A&G Pharmaceutical Inc
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Salesforce

Ease-of-use

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N/A

Salesforce is a great cloud based tool and is user friendly for small business and start ups. You can create quotes, set up reminders for follow ups and much more. I would definitely recommend the software to make your business look more professional and create database.

 
 

Zack from Life Strategies Inc
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Salesforce for Financial Planning

Ease-of-use

Functionality

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N/A

I use Salesforce to keep track of client files and stay up to date on follow-up material. It has been a great CRM to use and I have yet to come across any glaring issues. To be honest, I think I only use a fraction of what Salesforce brings to the table. We are a small firm, and therefore don't have an abundance of data or tracking that needs to be done.

If I could change something, it would be the ability to integrate the use of email and calendar capability with Google. It seems to only be compatible with Outlook, which is of no use to me.

 
 

Christopher from Christopher Werkshage dba Deutsche Telekom
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

February 2017

February 2017

Salesforce CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Ease-of-use
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Product Quality
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Salesforce likely leading CRM software in use, adds a lot of functionality, globally over Customer relationship management. Adds a lot of user space management along with developer console, enhance needs you need for organization, broadly email and telephone.4

Pros

Interface independent. Some offer this, most don't.
Most companies offer plugins.
Java based.

Cons

Difficult developer console if the application is needed developed for added functionality.
And licenses determine if the functionality is offered at all.
Need to either seek partnership or purchase or both.

Advice to Others

Not to use this product unless you're serious over customer relationship management, too complex for beginners.

 
 

Lauren from Peter Island Resort & Spa
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Salesforce CRM Review

Ease-of-use

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N/A

We purchased Salesforce to keep our very extensive client database organized and to distribute information to the database (ie newsletters, email campaigns, etc). It works very well for what we use it for, however, it is not the easiest program to navigate. I am a pretty experienced techie, and some steps even for me were challenging to follow.

The appearance is great, and the easy search engine feature is amazing and makes looking up how to do to things easier.
Unfortunately, for the extensive capabilities of the product, we just do not have the use for all of its bells and whistles. I do wish there were more differentiation on the pricing - pay for only and exactly what you use, instead of paying for a package most of the features of which we have never even looked at.

 
 

Josh from Metropolitan Government of Nashville and Davidson County
Specialty: Governments
Number of employees: 10,000+ employees Employees number: 10,000+ employees

February 2017

February 2017

A value that nonprofits can't afford to pass up

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Salesforce is the premiere platform for customer relationship management in business, but it's a tool that can be adapted to so many other industries and workflows. Using Salesforce.org (formerly Salesforce Foundation) in your nonprofit could completely change the way you approach constituent management. By using custom fields, data sets, and workflows, this software designed for business can completely replace other constituent management tools that are built from the ground up for nonprofits. And because the base software platform is provided at no cost to qualifying organizations, the value is incredible.

Pros

Salesforce is incredibly flexible and expandable and can serve almost any purpose you can think up for it. The Salesforce AppExchange means you can make your Salesforce.org platform do just about anything, usually at a very nominal cost. Combining all of your workflow and constituent management functions into one platform means less overhead and potential data leakage.

Cons

With all the available functions, the interface can take a bit of getting used to. And with untrained employees or volunteers using the platform, data can get entered in unexpected or inefficient ways. Nonprofits looking to integrate Salesforce would greatly benefit from training and a dedicated platform administrator.

Advice to Others

Implementing Salesforce will be an incredible asset to your organization if you take the time and effort needed to set it up correctly for how your nonprofit works and make sure all the relevant staff is trained on how to use it properly and how to make their work more efficient with it. Don't assume just signing a contract is going to make things better magically. Offset the cost of a software platform with robust rollout and guidance.

 
 

Catherine from Hoboken dual language charter school
Specialty: K-12 Education
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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This program is customizable, whether you only need the basic functions or if you need a robust program. There's more that it can do that we haven't used, but it gives us a lot of room to grow into?

 
 

Rebecca from Amara Legal Center
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Not the most user-friendly system

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
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N/A

I used this program while working for an au pair agency. Though past of my dissatisfaction came from the company's management, I felt that Salesforce wasn't the most user-friendly way to keep track of leads and clients. Very little seemed intuitive and it could use an extensive makeover to make it seem less dated.

Pros

If I had stayed at the company longer, I'm sure I would've put more effort into learning everything that seems to be available in terms of functionality

Cons

Neither aesthetically pleasing nor user friendly

 
 

Judy from HeadWaters Land Conservancy
Specialty: Environmental
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

New to Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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We are very new to Salesforce. At first, it looked very complicated but I had heard great things so kept going. If you take it by little steps, it is great. I am sure we will not outgrow Salesforce. We just added Mailchimp so that will be another program to learn too.

Pros

We had a problem and emailed for an answer which came right away. Lots of ways to do each task. Very forgiving when I want to change data.

Cons

Looks and feels very complicated because of the size of the program. Wish it had the lingo of a nonprofit.

Advice to Others

Take it one step at a time.

 
 

Wei from DHL
Specialty: Transportation
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

February 2017

February 2017

Salesforce is not that analytical

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Salesforce can produce regular report but cannot do a lot advanced customized analytical report

Pros

Customized Object and flexible data input and report

Cons

not analytical

Advice to Others

know what you need then take action

 
 

Sean from Keeley Construction
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2017

February 2017

SalesforceIQ

Ease-of-use

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Good product, not what we were looking for though.

 
 

Lee from FTF Benefits
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

Salesforce is the answer.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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I use salesforce to manage all levels of the sales process. I use the software straight out of the box.

Pros

More functionality than I will ever use

Cons

To make the most of the capabilities you may need to customize different objects. This can be a little intimidating if you do not have some database experience.

Advice to Others

Its the best out there.

 
 

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

Functionality

Product Quality

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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

Functionality

Product Quality

Customer Support

Value for Money

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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

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
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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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
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Support

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

Ease-of-use
Ease-of-use
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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

Ease-of-use
Ease-of-use
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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.

 
 
 
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