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

741 Reviews of Salesforce.com

 

from Social Annex
Specialty: Other services
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Salesforce review for Small/Medium businesses

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Likes Best

Salesforce is a comprehensive platform for administrators and sales professionals. It's great for tracking leads, contacts, and sales opportunities.

Likes Least

The refresh rate to access and update information is okay. I'd prefer quicker ways to update information instead of waiting for "refresh" and also drag and drop functionality to change layouts and reports.

Recommendations

Do your due diligence and make sure SFDC is the right fit for you. Does SFDC bring efficiency and time savings compared to what you are doing now?

 

from Maclellan Foundation
Specialty: Non-Profit
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Salesforce.com: Future with Flexibility

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N/A

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Likes Best

I like the flexibility that is offered with this application making possibilities virtuously endless!

Likes Least

I least like certain features that are managed code and editable. For example, the affiliations object seems vastly underdeveloped. However, changes and internal upgrades are virtually impossible due to the closed-door managed code that exists.

Recommendations

I recommend thoroughly checking out available apps that can be used in conjunction with this product, as well as the product itself. Consider if it's advantageous for your organization to have the flexibility and openness that this product offers. Depending on how you're looking at using this product, such flexibility could be either a blessing or a hardship.

 

from GroupOne Health Source
Specialty: Healthcare / Medicine
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Very good product

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N/A

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Likes Best

The product is very easy to navigate, and it's very flexible to additions and modifications.

Likes Least

Some pages won't flow to others. We use the product for different departments; each is different but also similar in some aspects. Some of the pages will flow to others but not vice versa.

Recommendations

Keep an open mind and know you are going to have to put work into it to build it out for your particular business needs.

 

from RelationEdge
Specialty: Consulting
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Clean & powerful CRM system with click-admin power & community spirit

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Likes Best

The user community screams for help and changes, and Salesforce listens and implements changes (some minor, some major) 3 times a year.

Likes Least

The mobile app has improved a lot, but could still do with a cleaner easier user experience.

Recommendations

Try to make the most of what Salesforce has to offer out of the box. Don't try to build your your CRM with a Salesforce interface but really think about the processes that work and don't work.

 

from Jama
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Salesforce makes everything easier

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Likes Best

Salesforce is intuitive and easy to learn. The last three companies I've worked for all use Salesforce, which makes the transition between jobs so much easier.

Likes Least

Sometimes there is too much manual work involved. Not being able to make mass changes to some fields can be a pain, but for the most part it is very easy to use.

Recommendations

Definitely invest, but make sure your entire sales force is trained on best practices. It's so important to have evryone aligned and using the tool in the same way to maintain tracking and have visibility into KPIs.

 

from Jama Software
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

SalesForce has been A-Okay

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Likes Best

It keeps everything in one place. It's easy to search/organize. It has great plugins with other tools I use that make my workflow more seamless.

Likes Least

Some areas are more manual than I'd like them to be.

Recommendations

The tool has so many different configurations - make sure it can be set up for your specific workflow, etc.

 

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

Salesforce is a good tool that utilizes a lot of integrations

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N/A

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Likes Best

The integrations that Salesforce has make the tool robust and useful through the sales cycle. Once you understand hierarchies and the structure of the software, it's pretty easy. Much of the success of a tool like this comes down to the management mandate to use it, which we have. If everyone uses the tool - it works well.

Likes Least

There is a lot of admin overhead to check this box, change this status, etc. It's a lot to remember and adds a lot of busy work to the sales process - but this is a necessary evil for sales management.

Recommendations

Get management on board to drive the tool and pay for adequate training.

 

from Jama Software
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Sales development rep using SFDC

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Likes Best

Customizability. Salesforce is so flexible that you can built it to be exactly what you need it to be. Beyond that, the reporting features are amazing. With reporting, I'm able to create better insights into the work that I'm doing and make changes where I need to.

Likes Least

The tool has a lot of functionality which can be daunting to newcomers. Also, with this level of functionality, we've found it very important to have someone who is the SFDC sheriff at our organization. Otherwise data can get messy.

Recommendations

Spend a lot of time using it. I've been using SFDC for almost 2 years and have still only skimmed the surface of the platform.

 

from Jama
Specialty: Software / IT
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Episodes in customer contact management

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Likes Best

Although it doesn't do all of the reporting I need it to out of the box, within [typically] minutes, I can pull reports that give me insights into my business.

Likes Least

Reporting on accounts/contacts and last activities is cumbersome.

Recommendations

If you have large volumes of customer/prospect data to manage and report against, you need to consider SFDC. Plus, it is practically an industry standard, so your potential workforce will/should be used to working in it.

 

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

Helpful product, highly configurable

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N/A

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Likes Best

I like the fact that it's highly adopted among multiple organizations. I transitioned to a new role at a new organization recently, and my SFDC skills came in handy.

Likes Least

It is hard to configure for an individual. Changes have to be company wide. This results in a lot of unnecessary fields/info on everyone's page.

Recommendations

Make sure that you give your organization time to adopt slowly to ensure the configuration is proper.

 

from Jama Software
Specialty: Healthcare / Medicine
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

internal sales representative

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N/A

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Likes Best

My favorite part about Salesforce is it's ease of use. I think it's very intuitive.

Likes Least

I wish the sync to Outlook would be more seamless and not so error prone.

Recommendations

Make sure that they are fluent with the system and have used it.

 

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

Salesforce - the Top Sales CRM in the World

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Likes Best

It's definitely the top Sales CRM in terms of features, functionality and supported applications. There really isn't a 2nd place.

Likes Least

Remember, this is "Sales"force, not "Marketing"force or "SalesOperations"force. Many features that would be beneficial for Marketing, Analytics and Operations professionals are intentionally left out of the product. You'll no doubt find many Salesforce ideas with many upvotes for years which still haven't gotten implemented.

Recommendations

Ultimately, you're going to have to make a very strong business case to *not* use Salesforce as your Sales CRM. It may depend on what is powering the rest of the organization in terms of Marketing, or ERP, or Finance. It would be very difficult for you to not choose Salesforce unless that was true, or unless there were enormous internal resources to support an alternative product.

 

from Cannery Row Management Co
Specialty: Property Management
Size of portfolio: 2 to 5 users Portfolio size: 2 to 5 users

Salesforce Group Edition

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N/A

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Likes Best

Scalability is a huge benefit. Our department has signed up simply to manage our contacts, but the opportunity to add additional accounts and functionality to benefit other divisions within the larger company is great.

Likes Least

The product features are robust. So much so, usability can be challenging when trying to quickly figure out where to locate specific information.

Recommendations

Compare a variety of CRM platforms, but consider the importance of future scalability and the option to customize with tools as needed.

 

from Salsa Labs, Inc.
Specialty: Software / IT
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

One stop shop to measure marketing effectiveness

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N/A

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Likes Best

I need to track to ROAS for marketing. Salesforce and Bizible make that possible.

Likes Least

I think the presentation of charts and graphs is difficult to use.

Recommendations

I don't see how you could go wrong with Salesforce.

 

from Salsa Labs, Inc.
Specialty: Non-Profit
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

It does the job, as long as your data is clean and up to date

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Likes Best

It's an industry standard. Everyone knows it, everyone is familiar, and it works great as a sales focused CRM.

Likes Least

Updates can be slow and tedious. Certain objects just cannot ever be reported against each other. Integration with 3rd party tools can be done, but it is a lot of work.

Recommendations

Do your research. Plan before implementation. Customization will likely be needed.

 

from GroupOne Health Source
Specialty: Insurance
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Great Tool!

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N/A

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Likes Best

I really enjoy Chatter. It is an easy way to communicate with coworkers, share important information, and save conversations for future reference.

Likes Least

Sometimes it is difficult to find a previously discussed topic.

Recommendations

When using Salesforce, remember to always add a topic so you can find it again.

 

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

The Best Software Service Around - Salesforce

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N/A

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Likes Best

I like how easy it is to navigate and find what I'm looking for.

Likes Least

I don't have a bad thing to say about this product and vendor.

Recommendations

It might seem confusing, but once you get used to it, everything just flows and makes work a lot easier.

 

from Arocon Roofing
Specialty: Construction
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

What I think of Salesforce

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N/A

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Likes Best

It's a cloud-based platform ,and I like the scaleability of the CRM.

Likes Least

There's a large learning curve for new hires unless you have a person designated to the software (recommended).

Recommendations

You will need to designate a person in your organization that will manage the software and learn the software inside and out. This will make reporting and teaching of other employees so much easier.

 

from GroupOne Health Source Inc
Specialty: Healthcare / Medicine
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Multiple ways of information

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N/A

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Likes Best

It has easy maneuvering to find information by looking up information to enter client portals.

Likes Least

Updating the information needs to be updated by users and sometimes they forget.

Recommendations

Make sure that info is kept updated and that all information needed is kept to par.

 

from GroupOne Healthsource
Specialty: Healthcare / Medicine
Size of portfolio: 101 or more users Portfolio size: 101 or more users

I use this software every day. Easily accessible.

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Likes Best

Easy to use from beginner to advanced. Multiple users. We store lots of information in various areas of this software.

Likes Least

I haven't found anything that I do not like about this product or vendor.

Recommendations

Contact clients that already have the software. See how they use it.

 
 
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