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

644 Reviews of Salesforce.com

 

from Textron
Specialty: Other
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Salesforce is powerful

Ease-of-use

It has become easier to use the more work time I put into it. I wouldn't say it is the easiest thing to pick up, though.

Functionality

It has helped us identify viable sales leads rather than the sketchy stuff salespeople normally have to weed through.

Product Quality

Salesforce has consistently put out great programs and apps. I give them a thumbs up.

Customer Support

I have not worked with Salesforce.com's customer support team in my time using Salesforce.

Likes Best

I love the scalability upfront on this software. I can customize the program to fit all of my needs: reports, fields, dashboards, and formulas.

Likes Least

There are too many fields that need to have information added to them when I am creating a new contact in the system. It is suffocating to try to cover and fill them all.

Recommendations

If you are looking for a simple project management program and you are a small team, Salesforce may not be the best option for you.

 

from Direct Energy
Specialty: Energy
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Marketing automation integration

Ease-of-use

I have to do quite a lot of clicking just to get to an edit screen. It should be simpler than that. Inline editing would make this way easier to use.

Functionality

It does well with everything I need it for. The mobile application does not meet all of my needs though.

Product Quality

I don't like the updates that are done 4 times a year, and the interface looks really cheap.

Customer Support

Their customer support is what you would expect from a large company. They're hard to reach.

Likes Best

I like their integration with various marketing automation platforms. I think it is one of the strongest traits. We have integrated Salesforce with Marketo, and they seem to work well together.

Likes Least

Their mobile application is joke. It is not very effective. It does not include everything I need to use on it.

Recommendations

I am not sure if I would recommend this to a smaller business. Perhaps Nutshell CRM would be a better option for those curious.

 

from ScentAir
Specialty: Retail
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Incredibly Powerful

Ease-of-use

If there weren't so many new products being rolled out, it would be easy because I would have only needed to learn one system instead of all the new ones I encounter.

Functionality

It does a great job with systems admin and sales administrative capabilities. It helps me delegate workload and oversee progress in a very efficient manner.

Product Quality

Their vast array of applications and updates is a lot to handle, but it is nonetheless very impressive to consider the work behind this.

Customer Support

Customer support is very knowledgeable and has successfully helped me on a few occasions.

Likes Best

It offers a lot of administrative capabilities that are innovative and very useful. Managing my team has been made a little easier using the extension app work.com.

Likes Least

I think they roll out their updates and new products too often. It is too much effort to keep up and re-learn everything.

Recommendations

Salesforce is a good fit for SMB or large companies. Be mindful of the type of Salesforce you contract to because they are different for the size of your company.

 

from RTN
Specialty: Retail
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

It has worked well for me.

Ease-of-use

It is not easy. Fortunately, we have an admin with a lot of experience using this.

Functionality

It works well with many different platforms. The most useful has been my Outlook information with the program.

Product Quality

Salesforce seems to always be releasing new features to help my work. I like that.

Customer Support

Customer support is just too much of a hassle to work with. They take too long to get back to you.

Likes Best

It takes no time at all to login to my account, from any device. Whenever I do login it has everything from my previous work automatically saved to it. Cloud software is a must in today's work environment.

Likes Least

Saving work via the cloud is the most unnerving thing. There are times I could have sworn I had done something on the previous work day, but it does not come up when I log back in. At least with a hard drive based software there is some more confidence in saving progress.

Recommendations

Make sure you have someone on your staff that knows what they are doing with this program. You will always have questions and it is much easier to refer to somone on staff than to Salesforce's customer service.

 

from ScentAir
Specialty: Retail
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Diverse capabilities

Ease-of-use

It is easy to use for me right now. It took a little while to learn everything, but that is typical of anything.

Functionality

Contact and client management is everything I put my efforts into. I need it for helping categorize and following up on new and existing contacts.

Product Quality

Salesforce is a very forward thinking thinking company. This is evident from new social media branches and innovative ideas forums available for all to use.

Customer Support

Their customer support group may be very good as well, but I would not know.

Likes Best

I have trouble keeping track of contacts and remembering everything about them that would be beneficial when I try to communicate with them in the future. I like the ability to bring up contacts by the date they were added as well as all of the information I had attached to their profile.

Likes Least

There is a delay in the calendar items whenever my Google mail and Salesforce account synchronize.

Recommendations

If you plan on going with this program, be prepared to do a lot of data entry for every new contact you enter. This program is smart enough to know that you will be needing more than a brief note every time you add a new contact.

 

from Uline
Specialty: Distribution
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Brief summary of my use with Salesforce.com

Ease-of-use

I have a long background in using CRM software. Salesforce's interface is not much different than the competitors, so switching over was not difficult.

Functionality

Salesforce has all of the capabilities I was using with ACT and a little more. It has helped meet needs I did not know I had (like auto-generated reports).

Product Quality

It has proven to contain more content with better accuracy than any other software I have used.

Customer Support

I do not have a reliable rating to give, as I have not called customer support.

Likes Best

I like using the best sales software available. I have tried using ACT CRM, but there was no automation, and it did not include marketing strategies with it.

Likes Least

I am not sure where I need to go to get professional training on using this program. I don't like the services for help that are offered.

Recommendations

Take a look at the help and training guides. This has been the only source for guidance I have had, but it has been invaluable. It has helped me learn to use the majority of features available.

 

from ScentAir
Specialty: Retail
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Very functional in a sales environment

Ease-of-use

Whenever I am not sure where to go with a certain procedure, I always go to the tutorial guide available and it has guided me through it.

Functionality

It covers all of a salespersons needs, contact management, sales tracking, and marketing. It is actually quite effective at all of those things.

Product Quality

I would argue that it is the best CRM cloud software available if the add ons are purchased as well.

Customer Support

I use alternate sources for answers whenever I have a question, not their help desk.

Likes Best

The opportunities overview has been the most useful to me. It has helped me keep track of pending deals and sales that could come down the road.

Likes Least

There are too many hidden fees with this program. Just about everything costs extra money. Only the basics are really covered by the contract.

Recommendations

Be mindful that many of their most unique tools will cost extra money outside of what is being paid for already.

 

from James River Petrol
Specialty: Energy
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Salesforce is a veteran of the on-demand CRM space.

Ease-of-use

Every now and then there is a change I want to make to the code of a function, but I am unable to figure it out. At that point, I just refer to outside help.

Functionality

It has a few more features than what are really needed, but it does what it does really well.

Product Quality

I had previously used ACT as a CRM program. The difference in quality is night and day. Salesforce has so much more to offer with the newest updates.

Customer Support

I have worked with one of their representatives, and they were helpful, but a little slow in their response.

Likes Best

I like how smooth the work flow process is. It seems like they have figured out the general steps sales people are taking these days to advance contacts in their progress.

Likes Least

I don't like how my boss can look into all of my work at any given moment. There's no privacy in the work place, which makes staff unhappy.

Recommendations

Study Java script and HTML before using it. Knowing these code languages will help greatly.

 

from Direct Energy
Specialty: Energy
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

I work with SFDC everyday

Ease-of-use

The step by step instructions and tutorials have been my primary reference in using it. It takes a long time to master.

Functionality

I like most that I can create digital profiles for all of my contacts and that it keeps them in the cloud so they can't be lost.

Product Quality

Just from the look of it, I would say it is outdated, but it works well enough for me.

Customer Support

I would not be able to rate their customer support, because I've never talked to them.

Likes Best

I like the communication channels that are available to everyone using the program as well as any contacts I have. I have been able to set up meetings with staff and leads all from SFDC.

Likes Least

When I was initially uploading my data to SFDC I lost nearly half of it in the transition. I wanted help from SFDC, but they wanted to charge me for the services to recover my information. I said forget it and had to salvage my info.

Recommendations

I have no recommendations for anyone other than to read my review and consider the points.

 

from Pro Agriculture (proag)
Specialty: Agriculture
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

A very good CRM

Ease-of-use

There is simply too much to work with to be confident in my ability to do everything correctly.

Functionality

They have moved beyond collaboration tools that require me to do all of the work to a more efficient and stress free method of automation.

Product Quality

Salesforce puts a lot of work into creating collaborative and productive live CRM environment. For example, their Ideas Page allows for a community of sales ideas to be shared.

Customer Support

The customer support is not very good. They are quite often away and leave the message "All of our agents are in training, please leave a message."

Likes Best

I like the report templates the most. The templates have saved me a lot of time and give me more time to work on client management.

Likes Least

I have had trouble importing my accounts and clients from other databases. The instruction does not include a guide on how to do it for commence.

Recommendations

I would recommend Commence CRM as an alternative if you are not able to afford this program. It has everything you would need from a standard CRM.

 

from Starwood Hotels and Resorts Worldwide Inc
Specialty: Hospitality / Travel
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

It has been very effective in marketing for me.

Ease-of-use

The customizable dashboard is a must if you ever want to find your way through all of the options. I only want to see a handful of items and access them quickly, and this feature has allowed me to do so.

Functionality

It is a cloud-based software and to some that is a red flag since it can only be accessed with an internet connection. With the higher end edition that I have I can access the program offline, which is a must because I am not always around wifi.

Product Quality

Salesforce costs more than its competitors when compared feature for feature, which is a negative, but at the same time it still offers a lot of under the hood reasons to go with it.

Customer Support

I get the 24/7 premier support, so I have never been afraid of not being able to get help quickly.

Likes Best

My Salesforce.com edition tracks Google AdWords performance within my database. Google is one of our primary advertising methods, so it is important that I can keep a close eye on it.

Likes Least

When brining up my tracking pipeline, it sometimes omits data I had entered the moment before.

Recommendations

The Salesforce.com editions are geared toward larger businesses, not smaller ones. Although it will work with a small business, I really don't see it being very cost effective.

 

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

Great for sales management but not for a small companies

Ease-of-use

There really isn't too much needed to operate this software, just a background in sales.

Functionality

The smaller package I use does not offer marketing capabilities. It does do sales tracking very well for me, however.

Product Quality

I did not give this the best rating, because it depends entirely on the package being used. If it is a higher-end edition then it will have anything and everything you could need. Not mine.

Customer Support

I have to submit inquiries to get answers from their customer support, and they aren't always quick in their response.

Likes Best

The analytics cloud has given me the advantages of data driven decision making, something that in a modern business does not always incorporate.

Likes Least

The lower cost package I use lacks basic functions that other CRM programs offer for free.

Recommendations

If you are a small business, they recommend buying a lower cost package. But to be honest, you would be better going with another CRM program that offers more than their lower end packages.

 

from IBM
Specialty: Telecommunications
Size of portfolio: 101 or more users Portfolio size: 101 or more users

Salesforce review

Ease-of-use

They could make it easier at the beginning to learn, but after a while, it's easy.

Functionality

It does everything I could need. It keeps me organized and is a good reference point.

Product Quality

They should make more improvements, but the quality is good. It's better than others I've used.

Customer Support

I can't complain because I've never worked with anyone from customer support.

Likes Best

There's a lot of functionality that SFDC brings to the table, and I think it's a great product.

Likes Least

It can be a bit difficult at first, but after awhile, you will get used to it.

Recommendations

Don't try to learn everything at once. Get training from someone at your company so you don't look at things you don't need.

 

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

SFDC in a nutshell

Ease-of-use

I was trained very well on it, so that helped a lot when I was learning.

Functionality

It does everything I could need as a salesperson in terms of keeping things organized.

Product Quality

I think they could make improvements, but all in all the quality is good. It's the industry leader.

Customer Support

They're good. Every time I talk to them, they're pretty easy to work with.

Likes Best

There are a lot of features and a lot of functionality that SFDC brings.

Likes Least

It can be a bit difficult at the beginning to figure out how to use it.

Recommendations

Get some kind of training from whatever company you're at. Don't try to learn everything at once.

 

from ProAg
Specialty: Agriculture
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Intelligent CRM

Ease-of-use

It is easy for me to use. I have been using it for a while now and can't remember what it was like learning it for the first time.

Functionality

It takes away a lot of the mundane work that I used to do through the automation of a lot of sales work.

Product Quality

It offers the most innovative and new sales/marketing strategies I have found and always gives me new ideas to incorporate in my work methods.

Customer Support

I have not needed their customer support or attempted to call.

Likes Best

The marketing automation has been very beneficial in that I don't have to devote as much time or effort into it anymore and can now direct my focus on my accounts.

Likes Least

Compiling data for my weekly sales reports is slow.

Recommendations

Their social media app, chatter, is an innovative and unique way to reach out to others. I would recommend using it.

 

from James River Petrol
Specialty: Utilities
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

SFDC review

Ease-of-use

It is an advanced business program, so it has a lot to cover, but the tools they have provided have been good enough.

Functionality

I use it for analytics, reporting, and managing accounts/contacts, and it does well.

Product Quality

All of the applications I have on the Force.com platform have been high quality.

Customer Support

I sent a quick e-mail to them the other day and have not heard back yet.

Likes Best

I like that I can easily collaborate with my colleagues using Sales Cloud. I work largely on the road and have little in person interaction with them, so the communication features are helpful.

Likes Least

I don't like that the mobile app only works with Android and Apple phones. I need it to work with my Windows phone, but it is not available for it.

Recommendations

I would recommend using the web page for Sales Cloud on your tablet instead of installing the mobile app on it. There are a few things that are not included in the mobile app.

 

from Southern Wine & Spirits
Specialty: Food / Beverage
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Salesforce has been a useful tool

Ease-of-use

It is not as easy as I hoped it would turn out to be. I am still struggling to work my reports.

Functionality

I like that it synchronizes and is compatible with a lot of other software that I use. It has freed up a lot of my time having to switch between programs and update things manually.

Product Quality

It is a great product. I just wish there were more training options available.

Customer Support

I would not know how to rate their customer support, because I've never spoken with them.

Likes Best

The task assignment has helped me more than anything. I work with a lot of contacts, so I would normally fall behind in their follow through without a preset reminder I had made.

Likes Least

I don't have anything to answer this question with yet.

Recommendations

The only way you will get the most out of this program is using all of the available features. It would be a waste to use it solely as a means of keeping up with leads and customers.

 

from stemp systems group
Specialty: Software / IT
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Great performance from a CRM

Ease-of-use

I haven't had any issues using it yet. It has not been difficult for me.

Functionality

It does all of my contact relations work very well. I have had a lot of success converting leads to actual accounts.

Product Quality

I can't tell if the upload/load time issues I have are a result of my network issues, or the program itself, so I will stay neutral here.

Customer Support

I can't find where to call their customer support. There's no number listed.

Likes Best

The fact that it is a cloud-based system has allowed for frequent and easy software updates so I am never working with glitchy or outdated software.

Likes Least

The historical marketing information available has not been very much help in my work.

Recommendations

I would recommend Salesforce.com to larger businesses.

 

from Gpac
Specialty: Agriculture
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Salesforce has worked well for me

Ease-of-use

Its organizational capabilities have made my work much easier.

Functionality

I needed to be able to synchronize my Gmail e-mail and calendar events with my work e-mail. Salesforce has taken care of this for me.

Product Quality

Considering how much it costs, it does live up to the price by offering a slew of extra apps and strategies for its users.

Customer Support

There are a lot of different ways I can communicate with them. I have not used any of them though.

Likes Best

I like the multi-tab design it has. I always have multiple tabs running, because I always jump around in my work and don't want to forget something if I haven't finished it.

Likes Least

This is one of the more expensive client management software programs out there. Of course it is one of the elite, but for performing some of the basic functions I use it for, I can't seem to find the worth.

Recommendations

If it's the basics you need to work with, I would recommend Microsoft Dynamics to do your work.

 

from Southern Wine & Spirits
Specialty: Food / Beverage
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Creative client management features

Ease-of-use

The layout of the program design is simple enough to glance and know what I need to do and where it is.

Functionality

It takes the place of many software programs that are normally needed to help with customer management.

Product Quality

It seems to be a well made software for sales. It is always offering new things, so I assume there are a lot of people always working on it.

Customer Support

I have not called nor tried to communicate with customer support.

Likes Best

I like the process it takes me through whenever I am adding a new contact to my lists. I can designate whether the new contact is listed as a prospective client, investor, or competitor.

Likes Least

My manager has not been able to change my role we had initially set up in the system. My manager, wants to make me a co-administrator in the program but can't.

Recommendations

Don't start using the program and throw it on your employees. Spend a lot of time training them, or else you will lose a lot of man hours with everyone trying to teach themselves.

 
 
Write a Review
In just fifteen minutes, the experts at Software Advice can help you narrow down the right software for your organization. Call us for a Free FastStart Consultation: (888) 234-5132
Call us for a Free FastStart Consultation: (888) 234-5132