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

146 Reviews of Salesforce.com

 

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

Powerful solution, still finding new ways to use it

Ease-of-use

It's pretty easy to use for 80% of users. They can find and update records pretty easy. We thankfully have a few power users who help the rest of us do stuff that the rest of us can't figure out.

Functionality

Salesforce meets our needs well. The functionality is nearly limitless.

Product Quality

The quality is pretty good for such a widely used product.

Customer Support

I haven't interfaced with support much, but the members on our team that do have said good things.

Likes Best

I like the reporting, broad marketplace, many supported integrations.

Likes Least

It can be confusing sometimes to navigate and build reports.

Recommendations

They're the industry leader for a reason. There are lots of alternatives but few who truly compare.

 

from Medallion Bank
Specialty: Banking
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Salesforce - Big Name, Big Success

Ease-of-use

It has a great dashboard and easy to use analytics tools. It is easy to upload contacts, and the process of moving a contact through the various states of the sales process was great.

Functionality

It probably has more tools than I even need. Mostly I used it for the basic contact tracking and conversion.

Product Quality

Clearly this is a top of class product. It works at a higher speed than Sugar CRM.

Customer Support

They're a little slow and it's difficult to get clear answers, but I haven't had to use it much.

Likes Best

I liked the simple, user-friendly interface. Other CRM's are much more difficult to use, particularly the analytic functions.

Likes Least

There's a cluttered feeling when I have such a large list of contacts.

Recommendations

Don't judge the product by a trial period only. You need months of work/data to understand its potential.

 

from Landmark Associates, Inc.
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Salesforce is the Future

Ease-of-use

It is incredibly user-friendly. Salesforce just works.

Functionality

We can't imagine running our business on another CRM.

Product Quality

We have only had a few minor outages with Salesforce over the last five years. Total downtime has been less than a few hours.

Customer Support

It really depends who you get for customer support. Everyone is very knowledgable, but some account reps are significantly better than others.

Likes Best

My favorite part of Salesforce is the fact that it is essentially a blank slate. You have the ability to transform it into whatever you can envision and code.

Likes Least

Salesforce can be a little temperamental with the customization of their standard objects.

Recommendations

Really take the time to delve into Salesforce and intuitively understand it. You will increase your logic abilities and overall understanding of the CRM significantly.

 

from SCF Securities, Inc.
Specialty: Other
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

SalesForce for Investment Advisors

Ease-of-use

Reports are easily generated and can be posted to the homepage for quick visibility.

Functionality

It's highly adaptable and has enabled us to better track our Marketing/Recruitment team.

Product Quality

Glitches are rare, and updates are made frequently with consistent notices about new features.

Customer Support

I am afraid I have never reached out to Salesforces customer support and as such cannot provide feedback.

Likes Best

The software is very customizable and allows for uses ranging for tracking recruitment of new advisors from our back office to managing client relationships out in the field. We have not yet pursued using the software for one-off project management and currently are benefiting from its relationship management functions.

Likes Least

I am not the administrator for our Salesforce, thus I am not familiar with exactly how many fields are mandatory vs optional. However, there are times where our users can experience information overload, due to the many charts and data fields that are crammed onto the screen. In one sense it is convenient and efficient to have all data visible in a single location. On the other hand, it can be a tad overwhelming when trying to quickly identify a specific piece of info.

Recommendations

The main concern for us was moving to cloud-based software, but generally all of our field reps have reliable internet access and rarely are using the software unless they are making calls on a direct line. For mobile work forces that rely heavily upon cellular service, I would recommend weighing the costs of mobile data access.

 

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

Implementation consultant, specialist

Ease-of-use

Everything fits in a bucket and is linked together with great visibility. Administrative certifications are not difficult to achieve.

Functionality

It can be configured to fit any data type for any business model in any industry.

Product Quality

It has a few features missing, and their mobile package is lacking, but uptime, support, development, and amount of control is hands-down an industry best.

Customer Support

Full support is the best in the business. Lesser support packages are still incredibly nice, but full support will actually do your coding for you and create the objects and relationships you need without you having to lift a finger other than creating a roadmap.

Likes Best

I like the flexibility, power, and adaptability. They are constantly updating it. There's a lot of admin control. The international usability and customization are great, and their support base is incredible.

Likes Least

You're somewhat forced into Salesforce's vision. You cannot attach contacts to more than one account.

Recommendations

Salesforce is the most powerful CRM on the market. However, that's only if you can afford the very high price tag for the Enterprise editions. Other editions are simply not as powerful as other products on the market at the same price point.

 

from Friends General Conference
Specialty: Non-Profit
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Maybe the most powerful and flexible tool available for non-profits

Ease-of-use

If you know your way around databases, and you're not afraid to click around and test, you'll be fine. If a one-to-many relationship and basic data modeling are meaningless or intimidating to you, than you may find yourself in over your head.

Functionality

I haven't run into something that I wanted to do and couldn't in Salesforce.

Product Quality

It's well-implemented, runs smoothly, well managed, and in the past few years, they've been mentioned as most innovative company by Forbes Magazine.

Customer Support

I've been so-so about their support. They don't know the non-profit sector and are often confused by our use-cases.

Likes Best

With the non-profit ecosystem developed around Salesforce, we're operating at low costs. We're using it for operations management, marketing and event management.

Likes Least

The learning curve can be substantial, and if you're not intentional about understanding your current and future needs, you can tie yourself in knots with the flexibility. If adding a field takes five minutes, it's easy to drown your uses in fields.

Recommendations

You can't purely look at the Salesforce price tag. Starting Salesforce in your organization without and investment in training or the support of an implementation partner is unlikely to lead you to where you want to be. That said, even with these prices, you're still likely to find it's very cost effective compared to products like Raisers Edge.

 

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

Very powerful platform

Ease-of-use

It's extremely powerful, but that comes at the cost of ease of use.

Functionality

There is a function for every possible need that I can imagine. I've yet to be in a situation where I needed a report that Salesforce was unable to generate.

Product Quality

It's very well-developed. It can do everything I need. However, their app is sorely lacking in quality and development.

Customer Support

I've never had experience with the customer support, as it's not my role. I've been impressed by everyone I spoke with though.

Likes Best

The amount of customization is unbelievable. Even as an individual user within a large instance, I have more than enough power to customize it as I need.

Likes Least

Occasionally there are some hiccups or it's a little slow, but that's negligible. My biggest complaint would have to be their app. Its incredibly slow and underdeveloped.

Recommendations

SF is the biggest name in CRM for a reason. It should certainly be one of your top platforms to evaluate.

 

from Bracket Labs
Specialty: Software / IT
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

User and Builder

Ease-of-use

It has its gaps, but it's also very robust in how you can configure it.

Functionality

It meets our needs. Sometimes it doesn't meet them easily, but it does meet them.

Product Quality

It generally works reliably. There are bugs, but everything has bugs.

Customer Support

The support reps are not focused on the customer experience.

Likes Best

I like the openness of the platform.

Likes Least

The pricing is sometimes a bit high; you have to dig for reasonable prices.

Recommendations

Be sure to evaluate how much it will cost your entire organization.

 

from Self (Real Estate)
Specialty: Real Estate
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

I used Salesforce for a few months.

Ease-of-use

It was not user-friendly at all. I know how to use computers and am pretty savvy, but I could never figure out how to use it.

Functionality

It didn't help with what I was trying to do, so I can't say much positive.

Product Quality

Salesforce seems like a good product, but I couldn't figure out how to use it.

Customer Support

I talked with customer service for hours on the phone over the course of a few weeks, and I could never get my problem resolved.

Likes Best

I couldn't really use the product, so there aren't many positive things for me to say.

Likes Least

Customer service was terrible. As somebody who does not have a whole lot of Salesforce experience, I was completely lost, and customer service could not help whatsoever.

Recommendations

I'm pretty computer savvy, but I couldn't figure out how to use this product to help my business.

 

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

Nice product

Ease-of-use

I can find the functions I need easily. Or with searching its documention/google, I can solve my problem in a short time.

Functionality

It meets all my needs. This solution is a development platform that provides endless opportunities, especially in Linux. I can't use windows applications, but I can use it without problem.

Product Quality

The quality is nice. I have not seen a bug in two years of use.

Customer Support

I have not contact them yet, but heard they're good from others.

Likes Best

Salesforce is a nice product, which is used widely in our company. All my workmates mentioned this product shorten our production steps.

Likes Least

This is a nice product, but a little expensive. Only parts of company employees use it, not all the people. I hope there could be a discount for loyal costumers.

Recommendations

Check the software functionality, ease of use, whether it works or not (check for bugs).

 

from Torrent Consulting
Specialty: Consulting
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Salesforce Review

Ease-of-use

Salesforce gives you the ability to automate as much as possible, cutting down on data entry and administration.

Functionality

Salesforce has an extensive App ecosystem, with apps for almost everything you could want. It also gives you the ability to build your own custom apps if your business has a unique need.

Product Quality

Salesforce releases three upgrades every year, ensuring you have the latest and greatest version of the tool.

Customer Support

Everything is done through online cases, so it can take a couple days to get a response. You can pay Salesforce for premium support service if it is really important to your business. One other thing to take advantage of is the extensive user community. The Salesforce Success Community is filled with other users who can answer your questions.

Likes Best

Salesforce is one of the most powerful and customizable CRM systems out there. It has an extensive ecosystem built around it through the Salesforce App Exchange, which allows companies to install apps for almost anything, just like an iPhone.

Likes Least

It is one of the more expensive tools on the market due to its extensive capabilities.

Recommendations

Take a look at how complicated your business is and how much customization you think you will need. Evaluate what other systems you want to integrate with your CRM and find out which tools can do it.

 

from ForeFront Inc.
Specialty: Consulting
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Very effective tool for businesses

Ease-of-use

It's very user-friendly and has tons of video tutorials/support for new users.

Functionality

With all the built in tools, Salesforce has done a great job of meeting all of my needs.

Product Quality

Salesforce is definitely a well flushed out product, and even when something goes wrong, support takes care of it quickly.

Customer Support

As mentioned before, Salesforce's customer support has been nothing short of outstanding. Whenever we have problems, they are quick to address them and notify all users of any system wide problems.

Likes Best

Salesforce's customer support is outstanding and the platform is so configurable. It's great.

Likes Least

Front-end development can be tricky to integrate into VisualForce pages, but even that is constantly being improved.

Recommendations

You should keep in mind that this software is built for businesses and has tons of tools to support them.

 

from SCF Securities, Inc.
Specialty: Banking
Size of portfolio: Single user Portfolio size: Single user

SalesForce at SCF Securities

Ease-of-use

Everything appears to be just a click away. Reports are easily generated and posted to our dashboard(s) for quick visibility.

Functionality

It's easily adaptable for our needs here. We were able to customize the appropriate fields to better track our success and streamline our pipeline building protocol.

Product Quality

It's easy to navigate and free of glitches (for the most part). They update frequently and send notices about new features.

Customer Support

I don't have very much interaction with Salesforce support honestly.

Likes Best

It's very innovative, customizable, secure (from my experience), and accurate.

Likes Least

There are so many fields that it becomes cumbersome for all of the data entry. Minimal entry is ideal (but again, I realize that could be because we may have built it that way).

Recommendations

Be sure to consider what custom fields you might need in order to effectively build your pipeline protocol. Consider that this is cloud-based software and can be accessed anywhere with an internet connection.

 

from Haas-OPC
Specialty: Education
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

It has helped us fundraise the amount needed to keep our program

Ease-of-use

I love how there are little question marks by the title or word so you know exactly what information you are putting in. So if you don't know anything, you can just roll over the question mark, and it will tell you what you should be putting in the box.

Functionality

It's good that we are able to put in contacts and also track how much a person has given.

Product Quality

It's a pretty good design, because we are able to connect with people in our program.

Customer Support

They have given really great support. It is nice that the link to send an email for help is always on the right hand side of the screen.

Likes Best

We are able to connect with multiple people in our program who have participated in the past or are participating now. It also helps us keep track of our funds, as well as fundraise for more. In addition, it helps us to keep track of our contacts in a more organized fashion.

Likes Least

There are many possibilities for duplicates for people to input the multiple contacts for the same person.

Recommendations

It would be nice to already suspect these duplicates from the start. For example, once someone has created a contact try to see if there is already a contact that exists under the same name with similar descriptions.

 

from UC Berkeley
Specialty: Education
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Salesforce Review

Ease-of-use

When you hover over a field, a drop-down definition appears. The system is just self-explanatory and flexible.

Functionality

We are now able to reach out to 25 years of students who came through the program and have them reconnect.

Product Quality

The system is operable each time we need to use it.

Customer Support

From the time of implementation, we have had the same customer support staff, and he has been responsive whenever needed and knowledgeable also.

Likes Best

The software is not only customizable, but it is also pretty flexible. It allows our organization to connect with all constituents. It can do a campaign mailer to groups of individual and provide statistical information that allow us to keep the most updated information on clients.

Likes Least

Like all shared software programs, the product is somewhat limited in its privacy component.

Recommendations

In your initial state of implementation, brainstorm as many uses and users as possible before customizing the software.

 

from SCF Securities Inc
Specialty: Banking
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Excellent CRM, study before you implement

Ease-of-use

The learning curve is a bit overwhelming. As the Salesforce administrator for my firm, a lot of training is required.

Functionality

It works perfectly now after three years of using. From a sales standpoint, it's very intuitive and offers great reporting.

Product Quality

The quality is exceptional. Salesforce is top-notch in the CRM arena.

Customer Support

Salesforce will always get back to any requests we have. However, I do not receive a personal service feel from them, which I expect from such an expensive product provider.

Likes Best

I like the customization ability. You can build a Salesforce instance into anything you want from a CRM/sales standpoint.

Likes Least

They're so big. It's hard to get 1-on-1 attention or service from them as a vendor.

Recommendations

Take a course or work with a consultant before starting. You can build Salesforce to be exactly what you want. But until you have a broad understanding of Salesforce terminology and functionality, you won't be fully able to get into using the entire system to its potential.

 

from SCF Securities, Inc.
Specialty: Banking
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

SalesForce at SCF Securities

Ease-of-use

Everything appears to be just a click away. Reports are easily generated and posted to our dashboard(s) for quick visibility.

Functionality

It's easily adaptable for our needs here. We were able to customize the appropriate fields to better track our success and streamline our pipeline building protocol.

Product Quality

It's easy to navigate and free of glitches (for the most part). They send frequent updates and notices about new features.

Customer Support

I don't have very much interaction with SalesForce support honestly.

Likes Best

It's very innovative, very customizable, very secure (from my experience), and very accurate.

Likes Least

There are so many fields that it becomes cumbersome for all of the data entry. Minimal entry is ideal, but I realize that could be because we may have built it that way.

Recommendations

Be sure to consider what custom fields you might need in order to effectively build your pipeline protocol. Consider that this is cloud-based software and can be accessed anywhere with an internet connection.

 

from Siemens
Specialty: Manufacturing
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Ease of use and great experience using it

Ease-of-use

It has a simple point and click interface to get most people up and running.

Functionality

I can accomplish most of the business needs with declarative programming, but there is also the ability to get more complex functionality accomplished using the tool.

Product Quality

I have not had much negative experience using the tool.

Customer Support

I always get timely response and help from the support team.

Likes Best

It's very easy to get started using the platform, and very simple to use the declarative programming model. Most of the work can be done using web browsers or mobile devices. The vendor provides lots of information on using their tool. Plus their annual meeting has lots to do and gain from different varieties of consumers using the tool.

Likes Least

There could be some improvements in areas such as reporting and analytics.

Recommendations

Go to their online help section for lots of resources on how to get started and as well how to do more advanced functionality.

 

from Siemens
Specialty: Manufacturing
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Salesforce: Run your entire business using this platform

Ease-of-use

This solution is web-based, fast, and mobile-compatible; you can access content from anywhere at any time.

Functionality

This solution is a development platform that provides endless opportunities.

Product Quality

It's feature-rich. It will take years to setup and utilize all of the features.

Customer Support

Phone support, online documentation, and video training are top-notch!

Likes Best

It's a development platform that allows you to build any type of business solution. The possibilities are endless. Customer support and training are some of the best in the business.

Likes Least

A recent trend in adding features first to the mobile platform and then to the web platform does not suit the majority use of the product in our business.

Recommendations

Look at the ease of use, the full set of features, the administration, support, and the training solutions the software offers.

 

from Siemens Industry, Inc.
Specialty: Utilities
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Customer for 15 years

Ease-of-use

I love the way it's designed for configuration and not code.

Functionality

You have to give up some things for the ease of use factor.

Product Quality

Features are well-designed and tested. Each release has more complexity, but it almost never breaks anything we have built.

Customer Support

We've had dedicated customer success representatives since day one.

Likes Best

Great company, great product! We've been using this CRM tool since early 2000 and love it. It makes deploying new applications easy, and adoption is fantastic due to their excellent user experience.

Likes Least

The growth of features and the related product portfolio have been difficult to keep up with.

Recommendations

Start now; don't wait any longer! Every day, new features are being added, making it harder to keep up.

 
 
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