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 found in comparable products 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):
Web browser (OS agnostic), Mac OS

1321 Reviews of Salesforce.com

Showing 1-20 of 1321

 

from Integrant
Specialty: Software / IT
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

I have managed my company's setup of Salesforce for about six years

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Likes Best

I have found the most use out of their reporting tool. I use reports for insight into our current sales and pipeline. The ability to report on any type of record is also great for tracking sales and marketing activity. The drag and drop interface makes the tool very easy to learn and use.

Likes Least

I have not been able to stay current with many of the updates. If Salesforce administration is not your full time focus, it is easy to fall behind on new features, changes, etc.

Recommendations

Salesforce is a great tool once you are knowledgeable about the product. Try to stay as up to date as possible. Local user group meetings may be more helpful than the lengthy descriptions provided by Salesforce.

 

from AKE Safety Equipment
Specialty: Other
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Tough but Useful

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Likes Best

Just how much you can track and manage with the product, the level of customization, and amount of integrations and apps out there.

Likes Least

Very little useful technical support and most of it is outsourced to other countries and it is hard to understand those individuals. Also, it is so daunting to most average people that the level of apprehension to adoption is astronomical.

Recommendations

Determine what level of complexity you need and how much your staff are willing to adapt to. Also, the cost and implementation is very complex and takes time.

 

from Zenoss, Inc.
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

The most well known, and very expensive, CRM

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Likes Best

Salesforce (aka SFDC - salesforce dot com) is certainly the most widely recognized CRM on the market, and most sales people have used it so training needs are minimal. It is highly extensible, highly customizable, and has integrations to almost every application you can think of.

Likes Least

This product is expensive, and the licensing is just short of impossible to understand. While the out of box deployment takes only minutes, its massive flexibility is a double edged sword. You will have to spend significant time "tuning" it to your needs - and you'll likely need help from consultants.

Recommendations

Look at all your options. There are a couple mature less expensive alternatives that may fit your needs. But if you want the CRM you can deploy exactly to the needs of your business in every way - and have the time to invest, SFDC is your best choice.

 

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

I'm organized and will close more deals

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Likes Best

Organization, prospect management, integration features

Likes Least

The product takes some getting used to. I would say that it has a steep learning curve.

Recommendations

Overall it's really good. Make sure you have a tech-savvy team that can handle it.

 

from AppFolio
Specialty: Accounting
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Highly customizable, could be easier to use.

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Likes Best

It is the standard of CRMs. Highly customizable and can preform almost any function your business might need.

Likes Least

It is hard to navigate sometimes. Search terms have to be dead on to find contacts or account info.

Recommendations

Be open to doing things a bit differently. Ask yourself: would this way be ultimately easier if learned the system.

 

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

I work for AppFolio Property Manager in the sales department

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I like how i can keep track of all my accounts, tasks, and over due tasks to keep track of what I need to do on a days work.

Likes Least

I do not like the salesvue plugin at all. It has really messed up our round robin lead generating system here.

Recommendations

I would recommend to go through the training, get yourself affiliated with the day to day activities you will be assigned to. Talk to people who have used salesforce for a while to find out the quickest and most efficient way around the software.

 

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

this is an amazing way to monitor customer support

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how I can keep track of the communication i have with customers

Likes Least

internal emails are clunky. when you have to send an email internally to a colleague its hard to get that email to save on the account level

Recommendations

there's really no comparison for high end tracking of customer support

 

from AppFolio Inc.
Specialty: Software / IT
Size of portfolio: Single user Portfolio size: Single user

Review of SF

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Likes Best

Great product and vendor, excellent customer service.

Likes Least

No complaints, everything is working great! I have had no problems with the software, everything runs really smooth and is easy to manage.

Recommendations

If you want your business to run efficiently, I would look into using this product!

 

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

Sales Force Keeps Me In Line!

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Likes Best

It prevents me from letting important tasks slip through the cracks! I love that I am able to set tasks as urgent with due dates, but there's no annoying alerts- just a simple, visual to denote what is most important.

Likes Least

I do not like that it doesn't not automatically refresh itself with real time metrics.

Recommendations

Does the software your considering using allow you to consolidate platforms down to the bare minimum?

 

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

Inside Sale Rep

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Likes Best

The open source integration that allows many other helpful tools to utilize the data Salesforce is housing

Likes Least

The search functionality is lack luster. You have an account named Hawaii. You search "Hawai" with a single i by mistake. It won't find it.

Recommendations

Salesforce is the most widely used platform for a reason. Don't be cheap, pay extra and leverage the all the integrations it offers

 

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

Integral to my workflow, helpful tho could be a more beautiful design

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Likes Best

It allows me to easily stay on top of all my accounts, assign tasks, and manage my work flow efficiently.

Likes Least

It could be more intuitive, isn't super easy to learn right away and looks outdated.

Recommendations

How much is power important to you? Salesforce offers our company a ton of customization and scalability but would be a bit much for a smaller company.

 

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

Website Production Specialist

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Likes Best

Very easy to track all communication to/from clients. Extremely easy to navigate through each account.

Likes Least

It would be useful if you could track emails sent through Salesforce directly to the "object" it is associated with. Currently, you have to send it through gmail and use Cirrus Insight to actually track it to a certain object (vs. the entire account).

Recommendations

Very good! Can't go wrong with choosing Salesforce.

 

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

Great but sometimes very frustrating

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Likes Best

It helps me manage my accounts/opps/etc. I found it easy to learn and easy to teach my team on.

Likes Least

There are bugs in the software and LOTS of bugs in the plug ins.

Recommendations

Make sure they don't think it's going to work great right off the bat.

 

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

Inside sales representative

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Likes Best

Easy to use and quick. I like that is accessible from anywhere. Salesforce is one of the reasons I have been so successful in sales.

Likes Least

At first it was a bit overwhelming but the more I used it, the easier it became.

Recommendations

I recommend giving it a few days, play around in it and make sure you feel comfortable.

 

from Ross University
Specialty: Healthcare / Medicine
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Excellent Marketing tool

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Likes Best

Speed, reliability and dependability which helps drive our marketing strategy!

Likes Least

I think if I could choose one flaw, its the redunancy is some aspects of the product

Recommendations

Always keep an open mind and use the correct software for you. But you cannot go wrong with SalesForce.

 

from Orbis Education
Specialty: Education
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Salesforce.com--the cream of the CRM Crop

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Likes Best

Ease of use, flexibility, and incredible latency is what makes this product so user-friendly. Even though your business may be unique, Salesforce offers many different native out of the box solutions so that configuration is utilized and not customization.

Likes Least

Prices for data storage can be somewhat steep; the organization has stated that this allows the latency to be so good because you're actually buying space, but over time depending on your data needs the storage adds up quickly for something that seems somewhat arbitrary.

Recommendations

This is a very robust CRM, with a ton of possibilities as well as reporting functions. Make sure that the business needs you have fit into the cost structure.

 

from Frazer Consultants
Specialty: Software / IT
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

The best CRM system out there

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Likes Best

Salesforce is the best, most robust system out there for customer relationship management. We are able to track all engagement with leads and prospects throughout the entire buying cycle. Pulling reports is so simple, and have helped inform a number of important business decisions. We would be absolutely lost without the system and its integrations with other the other software we use.

Likes Least

Because the system is so robust, it can be a bit cumbersome and confusing to navigate sometimes. However, I'm always able to find what I'm looking for, and customer support is there for the times when I cannot.

Recommendations

Salesforce is the way of the future! When evaluating the software, my only advice would be to ensure it can integrate with any other software you use (knowing that it most likely can).

 

from RealContacts
Specialty: Non-Profit
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Salesforce is THE tool for pipeline management

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Salesforce is customizable to individual organizational needs. I've used Salesforce in for profit and non profits and it's always the most comprehensive of the partnership management/pipeline management tools available. Salesforce is very adaptable and widely used - if you're working in Business Development, it's expected that you know Salesforce.

Likes Least

Salesforce can be complex - it can require training to fully utilize some of the more advanced functionalities. Also transferring legacy data can be challenging, but Salesforce does support some importing features so you don't have to add legacy data by hand.

Recommendations

Make some of the advanced features of Salesforce a little more intuitive and not dependent on being fully trained and certified in Salesforce.

 

from IEEE CS
Specialty: Education
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Everyone should have Salesforce in their work life

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Salesforce has a bounty of different uses. The best part for me is being able to track a sale from start to finish. from the initial proposal all trhe way till closing. I think it is a perfect tool for producing an RIO

Likes Least

one of the tools is being able to send emails from salesforce, which is fairly simple once you get used to it but it is an absolute pain to set up. if emailing from Salesforce on a regular basis is not what you plan to do, i recommend not bother at all.

Recommendations

i recommend that you review all of the options salesforce has to offer before starting to use it. You may be able to find something helppful and time saving before you try your own methods.

 

from Pandora
Specialty: Media
Size of portfolio: Single user Portfolio size: Single user

Great system

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Likes Best

The opportunity pipeline is a great way to keep track of how likely the buy will sell.

Likes Least

Sometimes slow to sync up to third party programs.

Recommendations

Make sure you have a game plan on how you will go about using this with your company.

 
 
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