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)

1410 Reviews of Salesforce.com

Showing 1-20 of 1410

 

from Virtual Event Bags
Specialty: Other
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

The Best In The Business

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Likes Best

They're the industry leader. I've used several similar products and SalesForce is hands down the best.

Likes Least

Customer service is somewhat difficult since they are such a big company.

Recommendations

If you're looking to keep up - SalesForce is the best in the business and most used by global businesses. However, if you need personal time and attention you may want to go with a smaller company that's able to give their customers individual attention.

 

from Expand International of America, Inc.
Specialty: Manufacturing
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

The future of business without the IT department

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Likes Best

Salesforce.com (aka SF.com) is a company that has put forward an enterprise class service that caters to everyone and anyone. The single person company to the largest companies in the world can use this product. The scale is unlimited and the perpetual state of improvement and change is outstanding. What you find with this product now, will not be the same in 3 years. The product can work from nearly any internet and web enabled device anywhere in the world giving anyone the presence to work at any time.

Likes Least

There are some limitations and features missing that seem like obvious fits for any company. Sometimes it is frustrating. There are sections of the "settings" and other areas within the software where things are hidden due to lack of structure. Many times the vertical lists are not alphabetical, meaning you have to either memorize their location, or read everything to find them. Other things are not logical in location. The product works. The product seems to be set up oddly in my opinion.

Recommendations

My options were MS Dynamics CRM and Salesforce. Consider many options (Oracle, SAP, etc.) and decide for yourself IF SF.com meets your needs. In our case, it was the right fit. Be sure that you stress that SF.com is an INVESTMENT. You will pay for it perpetually. Train everyone early in the development cycle and often thereafter. Document important training information so you don't have to re-invent the wheel. Get everyone on board from the beginning and evaluate WHO will use this and buy what you need NOW and look to expand over time. I don't recommend buying many licenses and then waiting to deploy as you pay per month, unless you get a price break for buying in bulk.

 

from AppFolio, Inc.
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Easy to get the hang of

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N/A

Likes Best

It's customizable and you are able to add or remove items that are not relevant to your processes.

Likes Least

I've only run into a few fields that I cannot edit after they are posted

Recommendations

It's comprehensive, so make sure it's worth signing on for.

 

from TrynEx International
Specialty: Manufacturing
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Research and implementation experience

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Likes Best

What I like best about this product and vendor is that they are very workable and the reporting capabilities exceeded my companies expectations and we surpassed our competitors by getting our customer connections unparalleled technology to our database. Also, the training and abilities within Salesforce are above that of the other options of CRMs.

Likes Least

Salesforce has its challenges being that it may take some time to get your team using a system if they are not aware of what the purpose is for a system that manages your database. Ultimately the salespersons need to understand at which length this product benefits them. The other area that Salesforce could evolve into and be better at is integration with more financial systems giving the salespersons more view on financial situation of specific customers...this will definitely get my sales-reps into the system on an hourly basis.

Recommendations

My recommendations to you is to find out what management is looking for out of a system like this. If they are looking for financial data you might want to be looking at an ERP whereas if they are simply looking from a marketing aspect, you have come to the right place.

 

from RAS Systems, LLC
Specialty: Manufacturing
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Bringing us out of the 90s

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Likes Best

I appreciate the cross-referencing automatically connected between accounts, leads, contacts, and opportunities. The setup provides us with the visuals necessary to forecast our stock orders, anticipate year-end totals, and stay on top of slow-moving projects with details that otherwise would be lost to memory.

Likes Least

The setup is not as intuitive as we expected and the mobile interface can seriously use an overhaul. Getting set-up took a significant amount of time, learning how best to implement the software in our sales department and teaching the management how to create useful reports. The mobile interface is missing a lot of expected services- like notifications or alarms for events and tasks, assigning times to new "to-do"s and making quick amendments on the fly- i.e. close dates, adding new contacts to accounts, and reporting the results of events that have already passed.

Recommendations

Be sure to understand the set-up fees and training costs before signing up.

 

from ProSensus
Specialty: Engineering
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Salesforce.com has given us the next level of Business Intelligence

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Likes Best

Easy to customize to create custom fields. Easy to use. Powerful reporting tools that gives us the business intelligence we need for our pipeline based on our product lines, and also based on where they are in the sales pipeline.

Likes Least

Not terribly easy to do a mass customization. For example if you want to include a customized field in multiple objects (accounts, contacts and opportunities) you have to create the custom field for each object.

Recommendations

Just go with Salesforce.com. You can quickly get into analysis paralysis by looking at all the different CRM vendors. For a small business we just need insight into our pipeline and Salesforce.com is the easiest to customize and upload data into. Just do some investigation for future proofing i.e. what if we want SFDC to sync with your email automation tool, or with the forms on your website. If it checks off the future proofing then go with it.

 

from AppFolio, Inc.
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Salesforce

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Likes Best

Salesforce is central to my company's productivity. I love how customizable it is!

Likes Least

The interface could maybe use an update, as it is a little outdated.

Recommendations

Definitely give it a shot! Salesforce is a product that will definitely enhance your workflow.

 

from World Water Works
Specialty: Manufacturing
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Recommended for process-driven company

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Likes Best

I like salesforce because it helps us build consistent processes for many aspects of our business. Whether it's for sales, project management, or accounting, we use salesforce to streamline our workflow on a daily basis.

Likes Least

It logs you out if you don't use it for an hour or so which can be a pain, but I understand the security reasons.

Recommendations

Make sure to get the whole team to buy in and utilize to it's full capability.

 

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

I use Salesforce in my day to day to manage support requests.

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Likes Best

This software makes it easy to organize support requests and to mark their status for followup. I can make sure that I've reached out to all my clients and mark support requests accordingly.

Likes Least

There are sometimes issues with the plugin ShoreTel, although this does not reflect directly the functionality of Salesforce. Salesforce could include even more status for marking support requests.

Recommendations

The more options you have to customize cases the better. There are a lot of different circumstances that can occur that determine the status of cases so it would be great to have more options.

 

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

SF review for inside sales

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Likes Best

Uptime is great and easy to use. using other platforms (soaring, microsoft dynamics) the ease of use and speed is second to none..

Likes Least

generating reports isnt as user friendly as the rest of the platform

Recommendations

buy on value, a platform that allows your reps to move as quickly as possible we make up for any price differences in platforms

 

from AppFolio Inc.
Specialty: Software / IT
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Salesforce for Saas

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Likes Best

Salesforce is a great tool to use for monitoring your daily case load, team stats, survey scores, etc. Without it I don't know how I would do my job efficiently. It's relatively easy to navigate and provides what seems like endless information. It also integrates with our calling system which allows my team to track their activities. I feel more organized with the help of Salesforce.

Likes Least

I find that the reporting system within Salesforce is a bit confusing for the newer user. I still have a hard time generating new reports from scratch, and often find myself just reusing reports and customizing them as needed to obtain the results necessary.

Recommendations

If they have a trial option, use it. Make sure it works for your business' needs. Make sure you're able to navigate and obtain the information you need.

 

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

Overall Satisfied

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Likes Best

It is fairly intuitive if you are trained properly on it. It is a very extensive, capable system that requires a good bit of training if you were to use it in full. However, it is fairly easy to learn the processes needed for everyday work.

Everyday that I come into the office, I know exactly what I need to do in Salesforce to have a productive day. I know which tabs to operate out of, and the navigation is fairly straightforward.

Likes Least

I think pages could look a bit cleaner/less busy. I think there could be further options to hide/expand.

Reporting could be improved. Creating customized reports can be somewhat complicated.

I think that the UI could look a bit more modern.

Recommendations

I recommend that you take time to learn it and make sure it has all the functionality needed for running your business operations.

 

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

Director global sales operations

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Likes Best

Scalability, reliability (although na8 has been touchy!)

Likes Least

Tech support and sales rep. Limitations for territory modules and splits. Enhanced reporting should be included with advanced salesforce packages and not be a separate purchase. Reports should be able to be scheduled and sent internally and externally via excel

Recommendations

Leverage native functionality. Avoid code or you will be in a bad boat for apps and future offerings

 

from Appfolio
Specialty: Property Management
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Salesforce Review

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Likes Best

The ability it has to integrate with other software is great. It is very easy to enter information and to track it - very user friendly!

Likes Least

It would be nice to have more tutorials so you spend less time figuring some features out (reporting).

Recommendations

Salesforce is an amazing tool that all businesses can benefit from to keep data organized, easy to find and secure.

 

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

Review of SalesForce

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Likes Best

The product is user friendly. I actually had experience with SalesForce several years ago and at that time I don't recall that it was as user friendly as it appears to be now. Working within cases is easy and everything is easy to access.

Likes Least

Sometimes seems slow to respond, I'll be busy entering data and it seems like the screen freezes and I have to start over.

Recommendations

There are numerous ways to accomplish the same task. Figure out what works best for you and stick with that.

 

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

Used to manage sales cycle, prospect , and contract customers

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Likes Best

Cloud accessibility and no VPN neccesary. I used to work for ATT and the database was incredibly difficult to use and it required a VPN to access.

Likes Least

notes in the tasking system could be cleaner. The notes can be hidden under a contact, or to the account level... or you can use the name of the task as a note - but its limited in the amount of characters.

Recommendations

This is the best SAAS style database for your business, eliminating server and IT costs, and offers tons of integrations.

 

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

It does exactly what it's supposed to

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Likes Best

It is efficient. It helps save time doing tasks that would normally take longer.

Likes Least

Sometimes its buggy. Glitches are never fun but they are pretty rare.

Recommendations

It gets easier by the day, stick with it! Practice makes perfect

 

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

I'm able to be much more organized!

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Likes Best

The ability to edit the task how I would like allows me to be very organized! The program is also very user-friendly!

Likes Least

I really do not have any dislikes with this program, as I've only every used one other CRM program in my past recruiting role. Other's I've used in the past weren't very user-friendly!

Recommendations

There's so much functionality within the system and ability to run 1000s of reports - I wouldn't want any other CRM program!

 

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

Love SalesForce!

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Likes Best

Ease of use. Had never used it before but once I did I loved it.

Likes Least

Had to learn how to run the reports using it but once i got it, was great.

Recommendations

Take you time with it, once you learn it you'll love it.

 

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

Great for most businesses

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Likes Best

It's in the cloud. Excellent info tracking capabilities

Likes Least

Can't view how many tasks I have on a given day multiple weeks out

Recommendations

Great for tracking. Very customizable. I didn't evaluate this software, so I can't really give the best recommendation for someone in that processes.

 
 
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