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

160 Reviews of Salesforce.com

 

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

Salesforce is great!

Ease-of-use

When you first start using Salesforce, it is hard to get a grip/remember everything you need to know.

Functionality

This product's functionality meets our needs because you can create buttons and reports, and see so much data and predictive data.

Product Quality

Salesforce is a very reliable product. I use it all day long and every day at work! Salesforce is the platform we use for our clients and employees!

Customer Support

I have never had a Salesforce customer support issue.

Likes Best

What I like most about Salesforce is creating reports!

Likes Least

What I like the least about salesforce is pretty much nothing. It is very easy to use!

Recommendations

I would recommend inputing as much data as you can into Salesforce so you can create reports!

 

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

Salesforce Review

Ease-of-use

It requires some training before use. I would recommend checking with the latest guides before developing.

Functionality

The software bends to your needs. It's able to integrate with third-party APIs and resources seamlessly.

Product Quality

The UI could look a little cleaner, but overall, it's a very straightforward design.

Customer Support

We have a well-maintained account, which makes it very easy to contribute to and cooperate on a project.

Likes Best

It uses a high-level, integrative language with customizable pageviews.

Likes Least

It's a bit of a learning curve at first to navigate and customize views.

Recommendations

Utilize the helpful community and the latest guides online if you get stuck on a problem.

 

from LandOpt, LLC
Specialty: Other
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Love Salesforce! Company wide!

Ease-of-use

It's so easy to learn. I have never used the software before, and within a week, I was up and running. No issues.

Functionality

It meets and exceeds our needs and expectations. Everyone in our company enjoys how easy it is to use. We provide training to our new users, and they can agree that it is the best CRM around.

Product Quality

It's well-designed. I'm excited for upcoming new functions and improvements.

Customer Support

We have never had any issues, and if we do, they are taken care of in a timely manner.

Likes Best

It's extremely user-friendly and so easy to learn. It helps our organization tremendously.

Likes Least

I think what we like least would be the cost. Of course, that is a huge hit for our company.

Recommendations

The system has all of the features that we need to maintain our customers.

 

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

Fun time in the sand box

Ease-of-use

It has a good UX, and the interface is as simple as can be.

Functionality

I have a reliable location to manage my daily tasks. My job revolves around the use of this product.

Product Quality

Honestly this has been one of the highest quality products constructed on this side of the Mississippi. Hands down, no questions asked.

Customer Support

I don't really know, because I've never had to call them. Isn't that a good thing though?

Likes Best

It gives me an effective way to manage my pipeline and offers intuitive reporting. It's always a great experience for everybody involved.

Likes Least

Sometimes it glitches new customization's. For example, we have this feature where we can create price quotes, but when I try to do so annually, it doesn't always cooperate.

Recommendations

Make sure that you choose salesforce, because if you don't you're probably not making the right choice.

 

from Landmark Associates
Specialty: Other
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Very well put together!

Ease-of-use

For people who do not know how to code if it is set up, it is extremely easy. Plus you have people to help you with the code, so it is great for all experience levels! If you're trying to write code stuff and you don't get it, just forget about it and hire someone who does.

Functionality

There are still some things that they could develop, such as more add-ins.

Product Quality

We hardly have any issues, and if we do, than they get resolved right away.

Customer Support

We have had no problems. They are very responsive to our needs for everything that we have had a concern on.

Likes Best

I like that this software allows the business to create a functioning business out of almost anything on Salesforce. It is the backbone of the way that our business runs!

Likes Least

You can't change the colors easily. Also, I think customization is not user-friendly, because people who don't know how to code aren't very good at it.

Recommendations

I think that Salesforce gives businesses the unique opportunity to develop a platform to allow businesses to run.

 

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

Welcome to the future

Ease-of-use

It's very easy to use and is not a hard product to learn. Knowledge base articles are all over the web and their site.

Functionality

We needed a way to manage multiple aspects of our company in the same cloud space.

Product Quality

It's very awesome. It has a great design and is easy to use.

Customer Support

They offer great support for all aspects of the product with great response time and service.

Likes Best

It revolutionized the way we do business and makes everything easier and uniformly stable.

Likes Least

More people don't use it. It would really help if more people were using this product.

Recommendations

Try out all the aspects of the product, there are a lot of little hidden gems that can really help out your company.

 

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

Alright, but a lot of room for improvement

Ease-of-use

It's not very easy to navigate and the interface is not intuitive. It looks like it's from 1995.

Functionality

It meets my needs, but not in a very user-friendly way. It requires a lot of steps to log anything in the system.

Product Quality

I don't think it very well-designed at all from a user interface perspective.

Customer Support

I have never used customer support, so I wouldn't know. I haven't heard any complaints from people who have used customer support. Then again, I haven't heard any great review either.

Likes Best

It helps me keep track of people in my pipeline, notes from conversations, and scheduling tasks for future calls. The nice thing is that once I schedule a task, I don't have to worry about it. It'll show up on the day that I have to do it. My primary use for this is recording details from conversations and scheduling future tasks.

Likes Least

It's not user-friendly/intuitive. I'm sure there is a lot more functionality that I have no idea about, but there are so many nooks and cranny to the system that it can be very difficult to navigate or know where you are at. I've also found that the search box isn't that great (probably just used to Google search being so great - bringing up similar results or results that are very close to it. In Salesforce, you need to type it in exactly for it to pull up what you are looking for).

Recommendations

I would consider what you really need to keep track of and evaluate if you really need everything in Salesforce or if there is an easier/less-expensive way to keep track of the data.

 

from Fantasy Sales Team
Specialty: Software / IT
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Fantasy Sales Team Using CRM

Ease-of-use

If you know how to fill out a contact form, it's so easy/

Functionality

I can input all notes, contacts, and opportunities quickly and easily.

Product Quality

I don't have much to say here, accept that it's all hosted and available.

Customer Support

I don't know firsthand, but customers like their support from what I hear.

Likes Best

It's easy to navigate and use and is very extensive as far as getting info in and out.

Likes Least

I like the cost the least. Apparently for larger customers, it's very expensive.

Recommendations

If you want an easy to use product and little training to ramp up, this is it.

 

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

Great Review

Ease-of-use

This product runs it self and is pretty self-explanatory.

Functionality

It meets my needs great and makes my job so much easier and saves tons of time.

Product Quality

The product quality is amazing. It's simple and easy to use.

Customer Support

We love it and it keeps our daily task up to date, so we never miss a beat.

Likes Best

It is very functional and easy to use. It makes my job easier and makes me more money down the road because it saves my job and is very organized.

Likes Least

Nothing really. There are some days it may lag a little, but that is probably on our end.

Recommendations

Get this software. It's the best thing and saves tons of time.

 

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

This platform is at the forefront of cloud computing services

Ease-of-use

The platform has a very user-friendly interface at the user level and on the development side provides declarative interface offering a lot of easy implementations for various required procedures without having to use any code at all.

Functionality

The customization provided by only the declarative interface is astounding, and anything that is not provided can be completed using apex code or custom visualforce pages.

Product Quality

It's extremely customizable to fit any company's needs.

Customer Support

Sometimes when bugs occur on the development side, the Salesforce support team can be slow to look into your support ticket.

Likes Best

The Salesforce.com platform is incredibly easy to use while also allowing for a lot of customization by developers and users.

Likes Least

Many standard interface elements cannot be removed from page layouts to be replaced with custom ones, which then requires a custom page to be created, wasting the development team's resources.

Recommendations

It's one of the best cloud platforms available, so you won't be disappointed if you give it a fair chance.

 

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

SFDC review

Ease-of-use

It's very easy to use from a sales perspective. It's more difficult from an administrative perspective.

Functionality

It does everything you would expect of a glorified spreadsheet.

Product Quality

It works well for what it is. It's not buggy and is dependable.

Customer Support

I've never had to use customer support, but I have heard good things.

Likes Best

It is a good CRM and works well. They also put on a cool conference each year.

Likes Least

It has confusing upgrades (i.e. Professional, Enterprise, etc.). It doesn't clearly explain the difference between them.

Recommendations

Make sure you compare it to other CRM's before you buy.

 

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

Great product, although can be complex.

Ease-of-use

It is easy to use, but hard to master the software.

Functionality

The software meets my needs very well, after a long customization period.

Product Quality

The software is well-constructed and robust. It is consistently improving.

Customer Support

You are on your own to find support for the software.

Likes Best

I like the ability to customize the product.

Likes Least

It takes a long time to train users on the platform. Customization can take awhile.

Recommendations

Plan on it taking 18 months for your users to become very adept at using the software.

 

from Sitewire
Specialty: Advertising
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Great for campaign attribution and budgeting.

Ease-of-use

It has easy reporting and provides communication of performance to managment

Functionality

It serves our needs for sales, marketing and upper management .

Product Quality

It's very robust in the capabilities and set up is easy.

Customer Support

I've never had a problem to warrant their customer service.

Likes Best

I love the easy dashboard, reporting and campaign set up process.

Likes Least

It offers great reporting for marketing channels and what is or isn't working.

Recommendations

Check with how it integrates with other marketing vendors.

 

from Austin Colby
Specialty: Healthcare / Medicine
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Brand new administrator of Salesfoce.com

Ease-of-use

I had no experience in Salesforce.com, and I was able to work with it easily.

Functionality

It is not the absolute best choice for the company I work for, but it is amazing for what it does.

Product Quality

It is the best there is, simple. There is nothing out there as easy, clean, but verbose as this.

Customer Support

Every time I call them and tell them I am a brand new admin, they are very courteous, and makes it very easy to speak with.

Likes Best

The ease of use is really great. The ability to pick it up and run with it everywhere is awesome.

Likes Least

There is a very steep learning curve for new admins.

Recommendations

Do your research first. Salesforce.com is a very niche item and very expensive. If it is a good fit for your company, it is the best there is out there.

 

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.

 
 
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