All Salesforce Sales Cloud Reviews
1-25 of 17,396 Reviews
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Angel
51 - 200 employees
Used unspecified
OVERALL RATING:
5
Reviewed February 2024
Is effective and enhances everyday work life!
Afthaab
Verified reviewer
Telecommunications, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Salesforce is a Critical tool in retail
My personal overall experience seems to be more positive then negative, it is a very crucial tool to have and use in a sales environment.
PROSThe best thing i realised during my time using salesforce, i feel the best thing about is the ease of access to, as well as the convenience of hasving an automatic lead generation, contact management, and CRM all in one, plus more
CONSI find the that salesforce tends to be relatively unstable, and seems to have connection issues often, which can affect productivity.
Rexie
Transportation/Trucking/Railroad, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Fantastic system with a lot of functionality
It offers the basics for CRM and sales management in an affordable package but also has extensive additional functionality for specific business fields so offers a bit more than basic CRM software systems. I liked how easy it was to use and how much data is available easily for analysis.
CONSThe pricing bundles / structure is not too friendly on smaller businesses.
Carl
Security and Investigations, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed April 2024
Good first experience
My first experience with online CRM. Seemed to work decently for most purposes
CONSSalesforce specialties seem to be diversifying so attention to detail drops off
Grant
Information Technology and Services, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2024
CRM leader for a reason.
Best of breed and has everything you could need both as a CRM and a platform that can scale with you.
CONSIt's the most expensive. The UI can come across as overwhelming in the early days and for the non IT savvy.
Reasons for switching to Salesforce Sales Cloud
Needed a platform that could integrate with multiple areas of the business vs just a sales management tool.
Anonymous
1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2024
Matured CRM tool with OOTB features
Entire sales process is captured in the solution and genrate reports accordingly. This is helps us to find where we need to improve as a company.
CONSResponse time is high while configuring reports.
Lindsey Raye
Verified reviewer
Events Services, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed February 2024
SALESFORCE IS AWESOME FOR SALES TEAMS
You can see everything; you can document emails, calls, sending them messages from marketing if they call and ask about it
CONSLot of manual and special objects for migration
Reason for choosing Salesforce Sales Cloud
Tied into everything easier because there were already patches and apps
Reasons for switching to Salesforce Sales Cloud
Cmpro was terrible and should never be used
Rachel Anne
Verified reviewer
Facilities Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Salesforce Sales Cloud boosts effectiveness
It is easy to use especially in making quotations and providing good customer service
CONSSome people are unaware of using this system
Anonymous
11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed March 2024
Cloud will carry the data weight
involves no extensive technical knowledge, and because Salesforce is so popular, finding the developer or admin who will make the necessary changes is simple.
PROSSalesforce-based tools can be created more quickly by utilizing pre-built parts and an existing solution as the foundation for new development.
CONSAPEX coding can be difficult. It suggests that even if you have an internally IT team, you will still require the assistance of Salesforce developers.
Avinash
Verified reviewer
E-Learning, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2024
Easy to use for development
Overall good experience, i really like it
PROSThe deployment part as compare to any other platform dealing with large AL models
CONSNothing but some pricing factors occurs
Anonymous
10,000+ employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed March 2024
Great CRM tool for big companies
I like the fact that the tool is extremely powerful and comprehensive of several functionalities that can support the sales team and the marketing team reaching their goals
CONSThe tool can be considered fairly complex to configure and to use at its maximum. Also customisation of features is not so intuitive and can result difficult to achieve.
Blake
Mining & Metals, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed September 2019
Industry Leading for a Reason
Once set up and you actually learn how to use it, this is great software and leads the CRM industry for a reason. We have been able to improve prospecting and customer retention by double digit percentages since implementing salesforce.com.
PROSThe integrations are truly outstanding. Simple integrations with almost every piece of software you can imagine. The fact that we can send out emails and see which of the current prospects in our pipeline read it is truly outstanding.
CONSSteep learning curve! Salesforce is not easy to use immediately, nor set up. It's best to have somebody in your organization be the, "Salesforce Champion."
Reason for choosing Salesforce Sales Cloud
Reputation, support, and ultimately the integrations and what we could do with the aggregated data.
Reasons for switching to Salesforce Sales Cloud
Needed more robust integrations and the next level of product. Our org had outgrown Highrise and it was time to move on.
Jared
Verified reviewer
Computer Software, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed December 2019
This CRM Can Do Anything
I wish I had known about it's capabilities a long time ago because we would've switched to it for onboarding much sooner. I didn't realize you could create custom objects that could tie to an account record and setup virtually as many fields as you needed.
PROSOur onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability. We can setup whatever fields we need and collect whatever data we need based on various workflows. You can also create automated tasks.
CONSSalesforce is a bit clunky and slow at times. We had to have training by a Salesforce expert to implement the systems we needed, so I wouldn't say it's very user-friendly (but that's expected when you have such a robust system).
Reason for choosing Salesforce Sales Cloud
We looked at Monday.com for project management, but due to the fields, workflows, automated tasks and overall functionality we were looking for, Salesforce was much more customizable for our needs.
Reasons for switching to Salesforce Sales Cloud
We looked at Trello for project management for awhile, but it didn't have the reporting and automated tasks we needed. Wasn't very customizable.
Sarah
Verified reviewer
Marketing and Advertising, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed July 2020
Salesforce - Marketing & Lead Gen
We are using Salesforce to streamline new business leads and nurture leads into actual sales. We are able to analyze, vet, engage, and track the progress of the new leads we receive from our Facebook lead gen ads. Salesforce integrates directly into Facebook's Business Manager and automatically imports new leads in real-time. We are also able to see the cost per lead acquired and other rich insights from our Facebook and Instagram ad campaigns that get directly populated into our dash.
PROSSalesforce is one of the most powerful and sophisticated CRMs available. The onboarding process and demos with the reps were exceptionally helpful. The reps really took time to understand our CRM needs, our workflow process, and how we can best utilize/adopt Salesforce into our new business department to grow revenue and track progress. The tool is completely customizable and has very advanced marketing integrations within the cloud. The ability to track leads and history (who followed up and when) and add notes and assign leads to specific people makes the entire workflow so much more efficient. It's worth the price tag if you take advantages of the features.
CONSWe wish the marketing cloud add on wasn't so expensive. There are many tools available that offer the same features such as Sprout Social and Hubspot. However, the price was a little steep for the $6,000. I also wish pricing was a bit more transparent. The discounts and contract lengths have been very inconsistent in our experience.
Reason for choosing Salesforce Sales Cloud
Great reviews and exceptional customer service/reps.
Reasons for switching to Salesforce Sales Cloud
Much more advanced features for large scale lead gen needs.
Kunle
Computer Software, 1 employee
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
2
FUNCTIONALITY
5
Reviewed February 2021
Top CRM if you know how to customize or can hire someone to
I used the platform as an employer, employee and now as a consultant. The platform is amazing as a place to store your data and make it actionable. Salesforce is constantly investing in improvements so if something is lacking, you will usually see a new feature that fills the gap in one of its release updates. And if there isn't something, Salesforce gives you enough access to the backend that you can build it/have someone build it for you.
PROSThe ability to customize around any data solutions that your company needs is a huge benefit of the platform. And its popularity means there are integrations with most sales and marketing tools.
CONSThe setup and implementation require a Salesforce administrator. You can navigate some things on your own but without hiring someone or finding a consulting partner to customize your applications, you won't get much value.
Reason for choosing Salesforce Sales Cloud
Salesforce has its core focus on CRM management and is definitely a leader in the space. There are definitely tools that might be more user-friendly but less powerful/scalable.
Emily
Verified reviewer
Human Resources, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed September 2021
Forever a Love Hate Relationship as an SFDC Admin
If you are a brand new Salesforce customer, regardless of your company size, MAKE SURE YOU RESEARCH AND HIRE A SOLID AND TRUSTWORTHY TEAM TO SETUP YOUR INSTANCE out-of-the-box and that THEY DOCUMENT DOCUMENT DOCUMENT everything they've done within SFDC. Also, PICK YOUR ADMINS, POWER-USERS, AND DEVELOPERS CAREFULLY AND MINDFULLY! Do NOT let inexperienced/basic users have admin rights. SFDC is SOOOOOOOO easy to mess all the way up if you're not careful and will end up costing your company way more money and time to fix and typically, as I have seen personally too many times, [SENSITIVE CONTENT]'s will just blame the tool itself and fire their SFDC resources assuming it's their fault the platform doesn't meet needs and even just cancel the contract. Then they're left scrambling to meet even basic business needs while putting their large goals in an unattainable/unachievable position. Never trust a [SENSITIVE CONTENT] to know anything about or be reliable sources for what is done in and with SFDC.
PROSI LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities. I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.
CONSI'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.
Reason for choosing Salesforce Sales Cloud
Salesforce leads the CRM industry, of course, so it's usually a companies first choice when acquiring a CRM. It integrates with almost everything, has a nebulous laundry list of functionalities and customizations, there's super valuable free resources available from AppExchange to Trailhead and more, and so on.
Avash
Verified reviewer
Information Technology and Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed May 2022
Full Fledged CRM for Every Business
My overall experience with Salesforce Sales Cloud has been exceptional. It's easy to implement, maintain and teach others to use it. The functions and flows are intuitive and easy to navigate once we get some experience. I highly recommend Salesforce Sales Cloud to every business as it can be used by businesses of any size.
PROSWhile there is a bit of a learning curve - Salesforce has exceptionally good and intuitive flows we get used to it. Another thing I like very much about Salesforce Sales Cloud is its scalability. Any business size can use it and scale it as the business grows which is rare in other CRMs as most are dedicated to certain business sizes. It is also flexible and customizable. I have set it up for a few clients of mine with little deviation in usage requirements and it worked perfectly with all of them. There is also a lot of automation that we can directly use - also we can take benefits of easy integrations available with other service providers. Also, it generally has more functions than we need so we don't need to worry much if the software is enough for a company. Maintaining it is also easy as every cloud service. Also, as with every cloud service - we can access it from different kinds of devices which is a added bonus.
CONSI don't think there is much to dislike about Salesforce Sales Cloud - I think the pricing for small businesses can be better. Also, there is a bit of a learning curve but that's okay as of all CRM I have used to date - Salesforce was relatively easier to learn.
Reasons for switching to Salesforce Sales Cloud
Salesforce has more advanced features and is highly customizable.
Sam
Mechanical or Industrial Engineering, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed September 2022
The best CRM in the world but comes at a price
Even though it's super expensive and you often need bolt-ons (paid or not) to do things that you think should be standard functionality, the fact it's so customisable and easy to use makes those additional headaches and annoyances go away.
PROSSales Cloud is immensely customisable. Out of the box it has solid features but the ease at which someone can learn how to customise the system, all the way to building custom objects and flows is incredibly valuable. It's super easy to use as well
CONSIt has some really daft issues, like sorting line items in a Quote needs a free appexchange program and even that's unreliable (with some users seeing different ordering). It also has very limited Quote template customisation, so you're pretty much forced to pay for a plugin like Conga Composer. It's very expensive and although there's lots of bolt-ons, it's all at increased cost.
Reasons for switching to Salesforce Sales Cloud
Prospect was coming to end of life and the SaaS equivalent was not good enough
Catherine
Verified reviewer
Information Technology and Services, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2023
Salesforce helps us bring potential customers together in one convenient place
Salesforce's Sales Cloud integrates my sales. If a customer needs more time to think about whether or not to purchase our services, I can save time by returning to the previous order I put in Salesforce Sales Cloud rather than creating a new opportunity.
PROSI like that it can help us get our sales department more organized, that it's easy to use, and that I can save all of my leads in one place. Furthermore, because to Salesforce's popularity and scale, virtually every other tool or piece of software exists or is in the process of developing an integration with Salesforce.
CONSThere is a steep learning curve associated with using Salesforce Sales Cloud, as it is not intuitive to novice users. Salesforce Sales Cloud's pricing structure may be out of reach for startups and other small organizations.
Reasons for switching to Salesforce Sales Cloud
Salesforce's configuration options are so extensive that I can't imagine a scenario in which the software wouldn't be able to fulfill the user's requirements. If a feature is needed but hasn't yet been implemented by Salesforce, it can be created by a third party and made available in the marketplace.
Jerome
Computer Software, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed May 2019
SalesForce is astounding for the most part at what it does, however can be hard to adjust to specifi
It monitors our hopefuls and customers discourses over some stretch of time which causes us return from where the last discussion had finished. A decent record data also with 360-perspective on data. Devices work quite a bit of some acclaimed person to person communication destinations and could be considered as a simple exploring stage.
PROSA stage that offers deals the board, client administration, showcasing robotization and accomplice relationship the executives. It is a c cloud-based CRM arrangement, Salesforce gives you anyplace, whenever, access to your business information, even from cell phones. This stage helped us streamline our procedure and logged our discussion with every one of our customers/applicants monitoring the discourse history and knowing where we left at. It has a decent contact the board framework that enables the clients to store significantly more data like record/customer subtleties, addresses, other accessible data which permits a decent record information review. The Dashboard is adaptable and can fit to what their customer needs and requires for the particular procedure. It's a simple to explore programming particularly for the individuals who had been into cloud-based stage previously.
CONSThe multifaceted nature of its highlights here and there are not being depleted/augmented by little scale organizations and could get overpowering now and again. Evaluating might be somewhat high for a little organization particularly on the off chance that they need something that is progressively adaptable. For our group, it took us some time to explore the stage completely and consider was on the most proficient method to tweak the stage dependent on our necessities. Recognizing what is as of now accessible for us and what can be considered for what's to come is something that we get to profound plunge through the span of months and a great deal of cooperation and discussion with the group. Announcing issues may be somewhat hard as far as realizing who is responsible for certain specialized glitch if its Salesforce people themselves or some application that connects to it.
nandyala
Information Technology and Services, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed June 2017
Salesforce is a full-featured CRM software for all types of businesses. With Salesforce Small Busine
Firstly, there is little to no risk when using Salesforce. Due to its low acquiring costs and low-risk management as an organization tool, there is very little to lose and a lot to benefit from. The database that Salesforce uses is also helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company.
PROSFirstly, there is little to no risk when using Salesforce. Due to its low acquiring costs and low-risk management as an organization tool, there is very little to lose and a lot to benefit from. The database that Salesforce uses is also helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company. Salesforce and good customer service comes hand in hand. It allows customization of profiles for individual customers as well as quick, organized access to individual records There is also no need to purchase software and hardware systems to help maintain and keep the application running. Therefore, unlike most software, Salesforce requires no capital investment. The integrated solutions allow users to work more efficiently and increase the value of each part of the customer life cycle. Moreover, Saleforce analytics and its reporting function gives its users the ability to expand their campaign capacity. As a result, overall productivity can be increased and profit can be maximized. Since Salesforce is an application and no software is required, there is no need for constant updates as Salesforce will update automatically.
CONSAt times, there can be too much customization and the interface can be filled with cumbersome and tedious tools which can be seen as repetitive or distracting. Some users face difficulties in the transition between transactions. Some have to go through multiple screens to process transactions. Salesforce has its own maintenance schedule since runs on its own cloud server. As a result, there are times that the application will not be accessible. Users can also lose a personal touch as in the process of automation Salesforce contains barriers to adoption. This means that even though Salesforce is cheap, the cost to integrate the application and redesigning their IT to incorporate it into a company is not the same as the cost of acquiring Salesforce. It is possible that the cost of integrating it can exceed the costs of the software itself.
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
2
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed November 2021
Be sure you set it up for growth
It's hard to compete with the features available with SF Sales cloud, there is a lot available. Overall it's a bit overwhelming but there is a free educational site you can take advantage of. I don't have enough extensive experience in other similar programs to provide an adequate contrast for you, I can simply recommend you learn all you can do you know how you want things to work and what the features are, the obtain implementation assistance so that you're set up for success. Also please enable your staff as it can be overwhelming with all the features and permissions, etc.
PROSEasy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process.
CONSMost likely due to our initial implementation, pulling reports is sooooo tedious. Salesforce sales cloud doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes.
Anonymous
1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
4
Reviewed March 2022
Salesforce is your one-stop shop for all your sales and marketing needs
It is a cloud-based CRM solution One of the greatest CRM systems available today is Salesforce CRM, and it truly is the best. An application designed to help with service management, marketing, or sales. Everything we do revolves around that. Previously, we've used various applications to provide our customers and accounts with a complete picture. Because of this, the manner we conduct business with our customers has changed. We can easily track and send out orders to our consumers because it's so simple! My favorite feature is how simple it is to use and how many devices it can connect to at once. It is used by many people to obtain training and education from several sources. It records everything that happens around it.
PROSSalesforce CRM is one of the top customer management systems in the world right now. Because it reduces the amount of labor our employees must complete, this platform ultimately benefits our company's efficiency. This platform appeals to me due to its ease of use and appealing user interface. To make it even easier to use, personalizing this platform is a crucial part of the process. The slick dashboard displays the data in the most effective way possible for each section. With a few mouse clicks, even I can rapidly create my dashboard. We can maintain track of the company's growth and sales with the help of attractive and eye-catching reports. Changes may be made quickly and easily, and integration and deployment can be completed in a flash as well. I had no issues incorporating "DocuSign eSignature" and "Skype for Business" into my job. This platform is comfortable for me at work, and I use it every day.
CONS- If Salesforce isn't used effectively, it can hurt a company's growth and development. This isn't a usability issue, but I believe that Salesforce should consult with all its customers about the unique units they require and make the system more extensible as the company expands. - More thought and planning are needed to make announcing more natural, as well as to value the equipment. If the dashboards were simpler to read, the interface would be more intuitive. Additional features, such as the ability to alter reports, would be welcome. The customer who made the record may no longer be with us. You can't make modifications to a record if the record owner is changed by an administrator.
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2018
Our company has been using Salesforce for around 2 years now and I can say it served our needs well.
It keeps good track of our candidates and clients discussions over a period of time which helps us get back from where the last conversation had ended. A good account information as well with 360-view of information. Tools operate much of some famous social networking sites and could be considered as an easy-navigating platform.
PROSA platform that offers sales management, customer service, marketing automation and partner relationship management. It is a c cloud-based CRM solution, Salesforce gives you anywhere, anytime, access to your business data, even from mobile devices. This platform helped us streamline our process and logged our conversation with each of our clients/candidates keeping track of the discussion history and knowing where we left at. It has a good contact management system that allows the users to store a lot more information like account/client details, addresses, other available information which allows a good account info overview. The Dashboard is customizable and can fit to what their client needs and requires for the specific process. It's an easy to navigate software especially for those who had been into cloud-based platform before.
CONSThe complexity of its features sometimes are not being exhausted/maximized by small-scale businesses and could get overwhelming at times. Pricing may be a bit high for a small company especially if they want something that is more customizable. For our team, it took us a while to navigate the platform fully and think of was on how to customize the platform based on our needs. Knowing what is already available for us and what can be considered for the future is something that we get to deep dive over the course of months and a lot of collaboration and dicussion with the team. Reporting issues might be a bit hard in terms of knowing who is responsbile for certain technical glitch if its Salesforce folks themselves or some app that links to it.
Robert
Verified reviewer
Media Production, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
2
FUNCTIONALITY
5
Reviewed July 2018
A robust CRM that helps you manage your customers, track your performance and grow your business.
A hub for organizing our customers and tracking our performance.
PROSI really enjoy how customizable Salesforce is, you can completely tailor each section, such as your page layouts for leads, contacts and accounts to display the data that matters to your business. The software allows you to create new fields, organize them how you'd like and even create automation tools to trigger workflows and email alerts based off of your entries. Outside of the native Salesforce capabilities is a massive app store called the appexchange that allows you to connect your environment with services such as MailChimp for marketing emails, DocuSign for executing contracts and more. Salesforce is not always simple but once it is understood it can be manipulated to fit any businesses needs. We love the report feature because we can pull information on all fields that matter to us in each section (tab) of Salesforce to measure our performance. If your reports often have a defined criteria and date range you can easily schedule email alerts to receive without having to pull manually.
CONSThe customer service is bad. Unless you are looking to upgrade your account somehow or purchase a new product you wont be able to contact anyone. You can purchase the customer service package but it is an additional amount. The package allows you to contact customer support via phone - without it you will need to submit a ticket which sometimes takes over a week to resolve. In my opinion no one should have to pay extra to receive quality service for a product they own. Additionally, Salesforce offers customers the opportunity to request fixes/updates to the service and vote on top priority items. I've seen these items often times sit in the queue for 3-5 years. When it's a change that the majority of your customers are demanding there needs to be some priority to that! I think some advice I'd give to Salesforce is to do a better job at not only pushing out new products but ensuring that after they are pushed out they are continuously being monitored and improved , not abandoned. We purchased Pardot three years ago and found that to be a huge mistake because it seemed to be abandoned by Salesforce as the moved onto Marketing Cloud and other ventures. There have been no improvements to Pardot (a Salesforce product) in the last 3 years - it has remained exactly the same even with all of the suggestions provided by customers. We also tried Quip (a Salesforce product) and found it to be similarly undone so decided not to go down that road again.