All Salesforce Platform Reviews

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Mary Kate

11 - 50 employees

Used less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

Reviewed May 2022

Much Improved from Classic

User Profile

Brad

Verified reviewer

Marketing and Advertising, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2019

Great platform for managing your business and a fantastic UI upgrade from Classic

Lightning is definitely the future of Salesforce and the vast majority of their new features and resources seem to be going towards Lightning. If you have not yet made the switch from Classic to Lightning, I would recommend doing it soon. And if you are getting into Salesforce for the first time, start with Lightning so you don't have to switch later.

PROS

A lot more user friendly and a much better UI than Salesforce Classic. It came out with a lot less features than classic, but in the past few months and years they have dedicated a lot of resources to improving Lightning to not only compare to Classic, but I think it now has even more features.

CONS

There is a learning curve to getting Lightning up and running. I would definitely recommend spending some time in the SF trailheads to get the ins and outs of Lightning before you switch from classic or sign up to start.

Anonymous

51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed May 2022

A big Toolbox that can reach your goals

I will say that my first contact was a little bit complicated, you need to really take your time to understand how to use it and to understand what you can do with it, with time you will see the power of the platform and that it can be usefull for a lot of people in your company.

PROS

I really like the App Exchange of Salesforce, there is a lot of applications that can help to go faster to deploy your Salesforce.

CONS

It's a toolbox so there is a lot of things that's you need to develop by yourself or with the help of a partner

Reasons for switching to Salesforce Platform

Licence Cost of Microsoft Dynamics and it need so much connexionto other solutions to be as good as Salesforce

Robert

Information Technology and Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed February 2020

Lightening (JobScience Review)

It was average, I found it difficult to get buy in from the team to use it effectively. It just wasn't customized effectively and being honest I think we were mis-sold the product.

PROS

The system is quite intelligent, it has lots of functions and apps, perhaps overly complex for a company our size. We used lightening as part of JobScience. It is a great piece of software for large companies, loads of apps that can be built in.

CONS

It is more geared towards large companies (Enterprise) 300+ users to get the full use from it. In my opinion if you are looking at this product and your company is under 200-300 people is can be very dear for what you get.

Reason for choosing Salesforce Platform

At the time it seemed the best way forward

Reasons for switching to Salesforce Platform

We needed a more user friendly product

Alastair

Information Technology and Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2023

Salesforce is Excellent for us however small businesses may struggle

PROS

Salesforce is one of the best known cloud based CRM that can be tailor-made to hasten sales, computerize the jobs and tasks, fetch real-time customer data, extract insights , manage leads and prospects, tracking commissions, estimate sales and enhance business efficiency by creating robust workflows.

CONS

It is quite expensive. We have a large sales team, diversified product and prospect base and had a fairly complex need so we spent out the money but it can be extremely unaffordable for small business and start ups. Moreover the customer care at Salesforce needs to be a little more polite and knowledgeable rather than rude and uninformed.

Dani

Computer Software, 51-200 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2022

Very comfortable and flexible platform

its great, it provides a perfect solution to our business needs, it solves the problems we had with previous systems and it allows our business to grow as we plan it

PROS

the endless possibilities it has, the business flexibility, the reporting abilities, the option to create different views with different fields for different types of users

CONS

it is not a self catered platform, it very complex to manage it and you should hire a Salesforce admin for it, unlike our previous system where it was very simple

Reason for choosing Salesforce Platform

we understood Salesforce is much easier to deploy and manage, and it was also cheaper

Reasons for switching to Salesforce Platform

Because Hubspot couldn't support our need with working with multiple products and didnt support custom objects as well as we needed

User Profile

Jorge M.

Verified reviewer

Computer Hardware, 10,000+ employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

5

Reviewed October 2019

Everything in one place

Before lightning, we had 2 software, one for chat and email, another one where we create the cases and logs, now everything is in one place.

PROS

Email, chat and logs platform in one place, you can chat with your customer, sent emails and reply, attach files in the logs (cases), this software have embedded the ScreenMeet software and works great, you can have remote connection.

CONS

In the start some bugs and errors, they were fixed couple months after. Chat: no timer added yet, you don't know how long is the current chat. If you have 2 chats, they are open in 2 tabs, if one customer close the chat, you don't know it until open the tab, should be great if there is an alarm or sound.

Alberth

Outsourcing/Offshoring, 1,001-5,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2023

The best CRM tool and workflow management.

Awesome, it is easy and customizable.It can save data and keep record of interactions with our clients.We were able to integrate workflows from lucidchart to make it easier when troubleshooting issues with our clients as well as integrating VRA tools and NIce CX

PROS

It is an outstanding platform, has a lot of benefits, and is an all-in-one tool.We can keep records of data, keep data securely saved, and manage and track customer satisfaction and interactions.It can be customizable and lets add the fact that we can integrate other tools such as NiceCX or VRA to better assist our clients.

CONS

It has too many features that we have yet to discover, I love it.

User Profile

Danny

Verified reviewer

Computer Software, 501-1,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

5

Reviewed February 2021

The gold standard for CRM

PROS

It's the best CRM out there. So long as you have a salesforce guru on your team, anything can be built or accomplished.

CONS

It can be glitchy and slow. I know it's processing a ton of information, but it is very frustrating writing a bunch of notes out, going to save, then it doesn't do so and having to start over.

Alexandre

Information Technology and Services, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

5

Reviewed August 2022

Strong CRM for Sales and Marketing

As a Sales I use everyday to track and integrate new leads. I can convert it and track with my team many data with the different dashboard.

PROS

It is clear that Salesforce is complete about features, useful and help to track a lot of KPI. As the leader of the market, it is up to date, possible also to have a strong authentication with a security key.

CONS

Maybe the design if you compare with other CRM that are more attractive. It is little bit austere in my opinion.

Binu

Automotive, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

FUNCTIONALITY

3

Reviewed August 2022

Salesforce Platform

PROS

Emailing POC query was easy, tracking was also good

CONS

Connectivity to ERP was limited, i lost this due to contract cancellation

Joan

201-500 employees

Used daily for more than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed December 2017

Salesforce Review by a Sys Admin and Developer

I enjoy working on the platform because you can really make it do what you want it to do with the right plug-in apps or with a decent developer on staff who can add customizations with the back-end functionality to go along with them. Salesforce is continually evolving, and new releases come out three times per year with new and improved features. Salesforce can be used for nearly any business model or business workflow. Just remember that when all is said and done, it is not a cheap solution for getting rid of that old, relational database legacy CRM system. You will ultimately end up paying for more than just licensing fees for your Salesforce users.

PROS

The best thing about the force.com platform is that it's flexible. It comes with a set of standard objects such as Accounts, Contacts, Cases, Contracts, Orders, and many others. It is very easy to add new objects that can be tailored for your business use case. Originally designed mainly as a Sales tool, Salesforce now has a Service Cloud, Marketing Cloud, Analytics, and other modules that can be added on easily to provide a full enterprise infrastructure. Adding automation to user tasks via workflow rules and process builder can be done without coding. Adding triggers via Apex Code is also fairly easy for developers, since Apex is an easy language to learn.

CONS

Out of the box, Salesforce is not a very efficient tool. To prevent users from having to manually enter every piece of data to sync up objects, customization of some sort is really required. Some types of data syncing or data entry can be done with declarative tools such as workflow rules or process builder. Other things that require more complicated logic do require trigger code written by someone who understands development. The platform comes with built-in limitations on file storage, data storage, number of fields you can have on an object, number of lines of custom code you can add to the platform, and quite a few others. Platform limits of certain types can be increased, but you will definitely pay for the privilege. If you want more automated or customized functionality and don't have a developer on staff, you will have to relay on plug-in products from the Salesforce App Exchange to provide the functionality you are looking for. While some of these products are free, many of them aren't and have licensing fees per user. The cost of paying for Salesforce licenses along with licenses for one or more plug-in apps can get quite spendy.

Karan

Computer Software, 201-500 employees

Used weekly for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed August 2022

A world-class low code platform to create our key applications!

A platform serving right for our business needs, a powerful tool that is being highly leveraged to build out required processes. Way more powerful than their competitors in terms of capability & performance.

PROS

The process customizations and the pre-defined integrations on the platform are phenomenal making it perform to our needs. User and workflow management is easier than ever giving us all the required data. We pull up reports to better suit our understanding & interpret data efficiently. We use the Salesforce platform across several teams/geographies to help run all processes smoothly.

CONS

To be able to use the platform to the fullest, one has to be extensively trained enough which makes this time-consuming to adopt. The pricing is also on the higher side compared to its competitors.

Nadeem Shafkat

Human Resources, 1 employee

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed November 2022

Salesforce - A well-recognized Customer & Sales Management Tool

CRM solutions like Salesforce are a smart choice for businesses that are growing rapidly. A mid- small business operation or one that is not yet mature would likely find this an overkill. Having said that, Salesforce has some of the best training resources that any such program offers, and they also offer sleek versions of their CRM for small businesses.

PROS

My main usage of the Salesforce platform is operational and analytical for a Realty based business. The number of options available within the Salesforce platform seem to be unlimited. With the global recognition that it has received as a great CRM tool, they still keep developing enhancements to the functionalities and available options. The system configuration and customization are extremely smooth, given the size and number of functionalities.

CONS

The one area that Salesforce needs to address is their system support when it comes to technical issues resolution and assistance. The timeframe of response from their support teams does not justify the reputation and quality of the platform.

Sarah

Computer Software, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

Can’t do my job without it!

It’s a great experience to use Salesforce. It allows our teams to better understand the customer health so leadership can see if accounts are at risk and need more attention or a reassessment on goals and initiatives.

PROS

I love how much you can do with salesforce. It’s our main hub for account notes, account health, support cases, renewal opportunities and more. I love how easy it is to navigate! I use it daily to update my meeting notes so I have everything in one place. It also makes it easier to transition accounts along to other members in the Customer Success and Sales departments.

CONS

It can be a lot to learn because there is so much that goes into the platform, but long term it’s worth it.

Shana

Non-Profit Organization Management, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

3

FUNCTIONALITY

4

Reviewed June 2021

Make your own trasformer

If you can add anything you need, you will have the greatest transformer of all times!

PROS

the thing that i like the most is that you can edit almost ANYTHING! You can adjust the plataform for your particular needs. You can track your customer the entire jorney and create different status. It's a great sales plataform (duh! salesforce)

CONS

If you don't know a thing about code or interface or anything related with technology, it's going to be very hard for you at the moment of customize your Salesforce. You will need the help of Salesforce to create all the things you will nedd for your business. If you don't customize, you will not be able to make the most of it. It is not very helpful with marketing, so... you will have to make a pulgin with another plataform (for example mailchimp)

Karen

11-50 employees

Used daily for less than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed November 2017

For nonprofits - powerful, but complicated

Even though it is free for nonprofits, you should expect in start-up costs, realistically. Take advantage of the free apps and extensions, as well as the robust support network, but be aware that you will have to learn the language and back end of salesforce to truly customize it. For that, it might be best to use a developer to start.

PROS

Salesforce is a very powerful CRM system that can handle almost anything and with hundreds of apps to add functionality, you can find pre-built solutions to most business processes. For nonprofits, the nonprofit success pack is a great starter kit and you can't beat the price - free for up to 10 users.

CONS

Because of the plethora of features, it can be hard to navigate and figure things out without help. I wouldn't recommend someone not comfortable with technology and CRMs to think they can set it up themselves with no assistance.

Kelly

2-10 employees

Used daily for more than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE