All Salesforce Platform Reviews
1-25 of 242 Reviews
Sort by
Mary Kate
11 - 50 employees
Used less than 12 months
OVERALL RATING:
4
Reviewed May 2022
Much Improved from Classic
Brad
Verified reviewer
Marketing and Advertising, 51-200 employees
Used daily for less than 2 years
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.
PROSA 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.
CONSThere 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
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.
PROSI really like the App Exchange of Salesforce, there is a lot of applications that can help to go faster to deploy your Salesforce.
CONSIt'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
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.
PROSThe 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.
CONSIt 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
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
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.
CONSIt 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
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
PROSthe endless possibilities it has, the business flexibility, the reporting abilities, the option to create different views with different fields for different types of users
CONSit 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
Jorge M.
Verified reviewer
Computer Hardware, 10,000+ employees
Used daily for less than 2 years
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.
PROSEmail, 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.
CONSIn 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
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
PROSIt 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.
CONSIt has too many features that we have yet to discover, I love it.
Danny
Verified reviewer
Computer Software, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
5
Reviewed February 2021
The gold standard for CRM
It's the best CRM out there. So long as you have a salesforce guru on your team, anything can be built or accomplished.
CONSIt 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
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.
PROSIt 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.
CONSMaybe 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
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
3
Reviewed August 2022
Salesforce Platform
Emailing POC query was easy, tracking was also good
CONSConnectivity to ERP was limited, i lost this due to contract cancellation
Joan
201-500 employees
Used daily for more than 2 years
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.
PROSThe 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.
CONSOut 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
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.
PROSThe 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.
CONSTo 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
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.
PROSMy 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.
CONSThe 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
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.
PROSI 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.
CONSIt 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
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!
PROSthe 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)
CONSIf 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
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.
PROSSalesforce 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.
CONSBecause 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
OVERALL RATING:
2
EASE OF USE