Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.0 / 5
Value for Money
4.0 / 5
Customer Support
4.0 / 5
Functionality
4.0 / 5
Pros
"I love how easy it is to use. It feel like the interface is way friendly. I love how clean it looks."
"It is very user friendly, offers great customization, and is great when it comes to keeping all tasks organized and on track. "
"I liked the opening interface that was easy to understand with graphs and charts. The ease of adding information such as phone calls or meetings was very quick and easy to understand. "
Cons
"When it comes to reporting, some of the fields can be a little difficult to understand but if you spend a moment learning your way it ends up not being a problem. "
"Can get pricey for a small business. UI is not the best yet but you can customize to make it better."
"Training and support is a bit lax and could use a better forum/chat/phone line to be able to access when questions do arise."
Salesforce Platform Reviews
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May 2018

Naveen from Astrea IT Services Pvt Ltd
Company Size: 51-200 employees
Industry: Computer Software
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
May 2018
Flexible development platform on the cloud
The Product is very powerful. It provides flexibility to build almost any kind of applications. Business users can build useful apps without taking help from developers. Extensive set of resources are available to build expertise on the platform. Also customers/partners are always available to answer to queries.
Pros
Force.com platform (Lightning) is very powerful development platform on the browser. It can be used to build applications for any industry. The pricing is on per user per month basis. Many tools like Validation rules, Workflows, process builder are available for business users. These tools allow business users to build apps on the platform with fairly complex logic. For additional functionality, developers are needed. Developers can build more advanced features using Apex, Visualforce and Lightning Communities. Trailhead and developer account are free resources available to build expertise on the product. Excellent community of customers/partners is available to support queries.
Cons
Like any complex software there is a steep learning curve. Hiring developers in the US on the platform can be expensive. The license pricing may also be expensive for small businesses.
October 2019

Jorge M. from Dell
Company Size: 10,000+ employees
Industry: Computer Hardware
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
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.
February 2021

Danny from Braze
Company Size: 501-1,000 employees
Industry: Computer Software
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
5.0
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.
February 2018
Michael from Computer Software
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Value for money
2.0
Customer support
2.0
Functionality
4.0
February 2018
Powerful Once You Learn How to Use It (But Expensive)
Pros
Salesforce is the backbone of our company. It is tied into everything and used by every team. It is incredibly customizable and it seems they have a way to do almost anything you need. We use it for Sales, Support, Marketing, and product feature usage. We have it hooked into other apps and other saas products. This is the product that will scale with your business and can support a company at any stage of growth. There are a ton of integrations out of the box (on their salesforce exchange) and their APIs allow savvy developers to build custom integrations that aren't available.
Cons
When the company initially implemented it, they tried to "wing it" and it was a complete mess. You really need someone who knows what they are doing to setup, administer, and maintain the software. It is also expensive. We got grandfathered into some great pricing, but if we weren't, we're not sure we would be able to continue to use SFDC as we grow. SFDC also loves to gobble up other apps and brand them with the SFDC name. So they have become a jack of all trades - however, some of the things you can't do are surprising (just go check out their community page for all of the list of enhancements that haven't been implemented). For example, we use cases for our help desk, but there is a lot of functionality missing compared to a best in breed help desk software like ZenDesk. Support is terrible here by the way. They really push you toward self-service or community based service. You're lucky if you ever get a response.
January 2019

Brad from Qualbe Marketing Group
Company Size: 51-200 employees
Industry: Marketing and Advertising
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
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.
September 2018

Randall from Computer Software
Company Size: 1 employee
Industry: Computer Software
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
September 2018
Lightning Platform for Software Developers
I have found this software to be fun to work with. It takes a different approach than anything else that I've worked with previously, so it keeps you engaged and entertained. I would highly recommend learning this software to other developers wanting to work with enterprise customers.
Pros
Lots of resources to help you get started with this platform. All of the prebuilt components are documented well in the Salesforce documentation, and it is extremely easy to get started with developing. Trailhead is extremely helpful in introducing the concepts that are important to developing for the Lightning Platform, so it is not hard to know where to go next in your learning journey. The other benefit is that it is extremely popular and there is a lack of qualified developers, so the barrier to entry through learning about the Lightning Platform is lower than it is with other technologies.
Cons
There is a relatively steep learning curve because it is VERY opinionated. In addition to learning the Lightning framework, there are many other pieces that you will be required to learn. Apex and SLDS are two examples of that. You won't be proficient in Lightning Platform development unless you have all of the pieces.
April 2020

Andrew from Canpango
Company Size: 51-200 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Functionality
5.0
April 2020
Lightning takes Salesforce to the next level
I'm able to be so much more efficient with the switch to lightning. The tab functionality and the layout of the pages make it so much more user friendly.
Pros
While the initial switch from classic was a little rough from a users standpoint, now I couldn't go back to use classic. It is so much more intuitive and is a nice and sleek experience.
Cons
It was an adjustment during the initial switch from classic and it took a little while for the entire Sales team to feel comfortable in using lightning regularly.
September 2016
Stacy from ThunderTix
Company Size: 2-10 employees
Industry: Events Services
Time Used: More than 2 years
Review Source: GetApp
Ease-of-use
2.0
Value for money
2.0
Customer support
3.0
Functionality
3.0
September 2016
Feature Rich with Clunky, Dated Interface
I've been using SalesForce for 5+ years now and while feature full, it's confusing to navigate with far more clicks than necessary. The interface has not changed at all in all the years I've been using it which makes me feel like they really just don't care to make the system better.
Pros
You can add your own custom fields and organize them how you want.
Cons
Difficult to find the proper path from lead to opportunity to account. Contacts can be saved on accounts, but aren't automatically applied to opportunities forcing me several clicks to simply add a new person first to the account and then back to the opportunity to see the contact. Changes to your payment plan to reduce accounts are very difficult forcing you to request changes 3 months in advance for them to take effect. However, they have no problem increasing the plan same-day when we need to add new accounts.
October 2018

Philipp N. from [New York] Know Go Conference
Company Size: 51-200 employees
Industry: Marketing and Advertising
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
3.0
Functionality
5.0
October 2018
Great CRM if you know how to use it
As a CRM salesforce allows us to track our pipeline and report it to management and the board. For me personally, as I work in marketing it allows me to see leads that we captured through our forms and where these leads come from. From there inbound leads can be assigned to sales managers. If you are a small company that does not need too many features etc, one of the smaller vendors in the marketplace is recommendable too.
Pros
Salesforce is the go-to CRM and market leader for a reason: solid lead and pipeline management. I like the integration with outlook and the depth of reporting features.
Cons
It takes some time to learn how to use it. Also the settings around standard lead fields and different lead views are confusing to me.
July 2020
Ashleigh from Nomisma
Company Size: 51-200 employees
Industry: Accounting
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
2.0
Value for money
3.0
Customer support
3.0
Functionality
5.0
July 2020
Fantastic for large organisations but expensive
Great but too expensive for what we require. We've decided we'll be moving to an alternative supplier once our contract expires.
Pros
It's great how robust the system is. It really helped us implement better support and sales processes within the business
Cons
Setup is extremely difficult, which is why they recommend you use a third party partner which is extremely expensive.
February 2018
Houston from Genscape
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
2.0
Functionality
4.0
February 2018
Great Product, Questionable Updates and Prioritization of Features
Ohana. Get used to it.
Pros
"Accidental Admin" is a concept that Salesforce uses to emphasize how anyone can pick up and learn to configure Salesforce as an admin. The configuration style (clicks, not code) leads to a low skill floor needed to start using Salesforce. Advanced users, developers, etc. have the flexibility to customize the system to a high degree as well.
Cons
The neglect. Salesforce regularly neglects key pieces of core CRM functionality, some for more than 10 years, while either ignoring the cries for help by its userbase, or promising to fix it - only to let 10 years go by with no update. Just browse around on the success.salesforce.com Idea Exchange and you'll see what I mean. I get that Salesforce puts emphasis on the fact that the system is highly configurable by a dedicated developer, but when key features and functionality are either half-implemented or abandoned altogether in favor of more money-making initiatives (like their half-baked AI platform), it gets to be extremely concerning and offputting. Sometimes they combine the two and continue to sell a half-baked product, which has already been abandoned and they KNOW it. Want an example? Try to find any documentation on Salesforce Inbox. At my company, we have been fighting with Salesforce support for MONTHS trying to get any semblance of an answer about how we can use Inbox or where we can find documentation, or if we can even pay a professional services team to help us. Finally after months, they have made it clear that Salesforce Inbox is abandonware. Yet they are still promoting and selling it. That is shady and corrupt.
December 2017
Joan from Sonifi Solutions
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Value for money
3.0
Customer support
4.0
Functionality
4.0
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.
October 2018
Anonymous
Company Size: 1,001-5,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
3.0
October 2018
Good But Could Be Better
This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc.
Pros
The search feature is good, it pulls everything associated with what you are looking for.
Cons
Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not. Certain aspects of the program convert back to the original Salesforce Classic look
November 2017
Austin from Marketer as a Service
Company Size: 1 employee
Time Used: More than 2 years
Review Source
Ease-of-use
2.0
Value for money
3.0
Customer support
4.0
Functionality
5.0
November 2017
Excellent Platform, Robust, but Complex
There's a saying that "nobody ever got fired for picking Salesforce" for a reason. It's an excellent, safe choice.
Pros
Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable.
Cons
It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house.
February 2019
Kamil from Argos Panamá
Company Size: 501-1,000 employees
Industry: Construction
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
3.0
February 2019
A Work in Progress with a Great Future
Overall it has been very good and allowed our company to solve complex, repetitive problems without having to enter a separate Visualforce page with an entire development lifecycle behind it. The component-based architecture helps my development time by reducing the overhead required for any remotely complex requirement from users.
Pros
The component-based development, instead of Classic's page-based ideals, are a breath of fresh air and a sign that Salesforce is looking forward to the future. Having the ease of creating a component and being able to reuse it everywhere in your environment is a great feeling. The components all follow the same style (if done correctly) and don't affect the loading speeds of each individual page, it just works.
Cons
The Lightning experience is definitely not complete, which is understandable as it is a work in progress, but the worst of all is the *initial* loading time. Just after logging in, the wait time is considerably higher than Classic's and is very annoying to sit around while it loads with the latest update's mascot watching your frustration.
December 2018
Anonymous
Company Size: 51-200 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
December 2018
Lightning Experience is the gift that keeps on giving
Salesforce Lightning Experience is replacing Microsoft CRM for our organization and in the short time we have had it has already given us a much better user experience with improved data and data flow.
Pros
We previously used Microsoft CRM and recently implemented Salesforce Lightning Experience. The features and support community we have found within Salesforce have been incredible and continually impressive. CRM was able to get us through the early stages of our business, but Salesforce Lightning Experience will make the difference across each of our growing teams as we continue in the growth phase of our organization. I love that any question I have about Salesforce has likely already been asked and answered by either a Salesforce expert, or a member of the Salesforce user community.
Cons
With the vastness of customizable features within the application, it can be a confusing transition to Salesforce. There is a large amount of information and training materials that are made available online, but that isn't always enough.
March 2018
Brent from ClientSuccess
Company Size: 11-50 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
March 2018
Salesforce is the right tool for most organizations that are sales and marketing driven
Salesforce is a great platform for those who have time and resources to make it work.
Pros
Customization and a broad feature set make Salesforce a real asset for our business. We have been able to integrate many other essential products, write custom code, build workflows, customize fields and objects and do pretty much everything that we have wanted to do.
Cons
The main con of Salesforce is that, for a company with "sales" in the name, they do very little to help you with actual sales practices out of the box. They don't have great sales funnel, marketing or other templates. Of course, all of this is definitely possible, but it requires previous experience and iteration upon iteration to get it right.
June 2018
Matt from PGDx
Company Size: 201-500 employees
Industry: Biotechnology
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
June 2018
Excellent system for a wide range of functions, but pricey
Ability to handle the sales process, marketing, and support of complex products. We also created a knowledge base which allows agents access to the most up to date details on the products.
Pros
Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe.
Cons
The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful!
May 2018
Shibu from Tata
Company Size: 10,000+ employees
Time Used: More than 2 years
Review Source
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
May 2018
Outstanding cloud-based platform for Custom application development and prepackaged CRM functionality for all types of business needs
Pros
No hardware purchase cost and no hardware maintenance cost, big plus Very easy to use and learn for business user and developers Pre-packaged components and widgets speedup the development effort and timelines. Minimal coding for application development Effective cloud platform for small and large enterprise End to end life-cycle management from website(site.com) to data management Very good documentation for user and developers. Awesome effort from Salesforce team by conducting webinar on new features and components
Cons
Nothing to complain as Salesforce improved lot with the new releases, however search results are still clumsy.
November 2017
Karen from Eno Center for Transportation
Company Size: 11-50 employees
Time Used: Less than 2 years
Review Source
Ease-of-use
3.0
Value for money
5.0
Customer support
3.0
Functionality
5.0
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.
March 2018
Al from Adama
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Value for money
2.0
Customer support
3.0
Functionality
3.0
March 2018
Salesforce requires investment
I’m a big fan of Salesforce and have used it for about 6 years in a variety of roles. If you are willing to make the investments in customization it can be a business expansion tool.
Pros
Salesforce is enormously powerful and flexible, able to adapt to most any businesses type or stage.
Cons
You must have a Salesforce Certified developer to get the most out of the platform - that means code development, testing and documentation. This skill set comes at a price and up for enterprise level development resources. We built a customized version of Opportunities with a developer. Leadership was not well equipped to understand this approach (versus a subscription app).
April 2018
Kate from locateinv.com
Company Size: 2-10 employees
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
2.0
Functionality
5.0
April 2018
Powerful product if you know how to use it.
Overall the system is great, and helps us a lot with productivity and sales. But you'll need to know their language and structure for setting up anything customized to your organization, and you should hope you don't need help from their support team, as the team is generally useless. We've had billing issues last 6+ months, dealt with customer service reps who knew less than we did, and had our account manager change every 2 months or so because the turnover is so high.
Pros
Lots of features, easy to use once it is set up, plenty of options for add-ons and integrations with other systems
Cons
Additional features can be pricey, customer service is terrible, they'll charge you for everything additional
December 2019
Ignacio from Lucid Software
Company Size: 501-1,000 employees
Industry: Computer Software
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2019
Was not used to it at first, now I would not go back.
great way to navigate information. Account/Opportunity views are so much easier to view and edit. This was definitely a step in the right direction with the platform.
Pros
Lightning view took Salesforce to a whole other Level. It is cleaner and sharper and over all a better easier way to navigate through the platform.
Cons
At first it was really hard to use because I was not used to it. I had been using the classic view for so long that this just didn't fit the way I worked. Once I was forced to use lighting and got used to it. I don't know why I was punishing myself using the other view
February 2018
Justin from Healthicity
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2018
Probably the World's Most Powerful Sales CRM
Probably best as a long-term solutions for already-big companies or companies that plan on growing.
Pros
It's hard to think of what Salesforce can't do. I honestly can do, or can be made to do, virtually anything you can think of to enable a sales department. I see a future where there is only Salesforce in its vertical.
Cons
Because of its robust functionality, there can be quite a learning curve for inexperienced admins. The average user, though, won't have a problem. But even as an admin, learning its bells and whistles just takes a little time and is completely worth it.
February 2018
Jonathan from United Way Suncoast
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
February 2018
I love the sales force platform it makes my job easy in managing our volunteers.
Pros
I like the ability to be able to track our volunteer hours from the day they started. Its awesome because volunteers can reach out to us and retrieve that information. The most amazing thing I like about sales force is the ability to run reports through specific filters to allow me to extract the information that I need. I like the fact that I am able to reach out to a customer service rep who is able to walk me step by step of what I need and how to work through salesforce
June 2019
Lekil from HB Hospitality
Company Size: 11-50 employees
Industry: Hospitality
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
June 2019
Salesforce is Great!
The Lightning Platform is a better and easier to look interface a part from Salesforce Classic. Some features from Classic may not have rolled over to the Lightning platform but navigation is now easier.
Pros
I love the multiple app integrations that can be implemented within the software. It is very complex but they make it up with the online training classes to learn how to operated and fully implement your business process to your own personal salesforce org. Makes bookkeeping and data entry simpler.
Cons
There are always new updates and internal integrations that you will have to stay on top of because Salesforce isn't a software that stays the same.
September 2018
Anonymous
Company Size: 51-200 employees
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
5.0
September 2018
Lightning is the best way to use Salesforce in the cloud
Pros
Having always loved the functionality of Salesforce but not enjoying the readability of Salesforce, Lightning breathed some new life into the product. Lightning brings your reps closer to having that amazing sales experience and improving quality. It makes it so easy to understand where your assets are located and how best to interact with them. Salesforce has always had a strong hold on the marketplace in terms of functionality, and now they are finally taking over in terms of flexibility.
Cons
Like Salesforce Classic, Lightning is still built on the same platform that can at times be confusing and complex to setup.
January 2020
Sarah from Hospitality
Company Size: 51-200 employees
Industry: Hospitality
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2020
Highly Recommend This Product
We use this program daily/all day. It has provided us with a great way to track leads and our progress with each guest we encounter. The reporting tool also lends a great hand when it comes to marketing.
Pros
It is very user friendly, offers great customization, and is great when it comes to keeping all tasks organized and on track.
Cons
When it comes to reporting, some of the fields can be a little difficult to understand but if you spend a moment learning your way it ends up not being a problem.
November 2017
Sandra from Real Estate
Company Size: 5,001-10,000 employees
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Customer support
4.0
Functionality
4.0
November 2017
Useful system for organzing and keeping track of your pipeline
Pros
it’s a good way to keep track of your prospects and make sure no leads are falling through the cracks because you’re able to set tasks/follow ups for each lead.
Cons
I feel like there’s a lot of additional features that I don’t know how to utilize and think it can be more user friendly. I’ve never gotten the hang out generating reports. I usually end of ending an error message or I end up generating a list that is lacking specific content that I wanted.
October 2019

Ricardo from Dell
Company Size: 5,001-10,000 employees
Industry: Computer Hardware
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2019
Good program
In this case is berry good to chat department but need more attention in phome support
Pros
This program is very good to make attention of the costumer easy to check all information about the system example client support and enterprice product
Cons
In this case sometime the system go to slow performance or have loop in the chat area I. This case need more attention in the area of phone support because have more volume of client
February 2020
Robert from Gempool
Company Size: 11-50 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
2.0
Value for money
1.0
Customer support
2.0
Functionality
4.0
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.
Reasons 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
October 2018
Brian from Kelly Services
Company Size: 5,001-10,000 employees
Time Used: More than 2 years
Review Source
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2018
almost perfect CRM
Pros
Salesforce is a great CRM. You are able to track the full sales cycle, from leads to wins to dispatching of produce or service. You can customize the fields your company needs, and remove the ones you don't need.
Cons
If you are new to CRM, you can easily get overwhelmed with all the options. With saying that, if Salesforce is your first CRM and you try others, you will find most, if not all, fall short.
January 2019

Charlie from CGTech
Company Size: 51-200 employees
Industry: Computer Software
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Functionality
4.0
January 2019
Better than Classic, Lightning is not perfect
We're able to keep a ​better record of customer management and individual projects/cases with Lightning, compared to Classic.
Pros
It's faster and more powerful than the classic version. We are now able to associate more data with more accounts plus the added types of views in Lightning (i.e. tabs) really make viewing multiple cases/accounts/opportunities at once much easier.
Cons
Like Classic, Salesforce, in general,​ takes some getting used to. It's only as good as the data you put into it so you must still be vigilant in how you're using it, no matter if it's​ faster and more capable.
October 2017

Peter from Trifecta Technologies, Inc.
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
October 2017
Salesforce Platform is Extensible, Reliable, and Efficient
Very quick application development
Pros
The ease of standing up well functioning apps is phenomenal. I can spin something up with a decent amount of features in no time.
Cons
Hard to say. When I was a newbie, I did not like all of the different governor limits around everything. As I became more experienced, I grew to understand and actually (gasp) like them! It is a bad thing if the page queries the Database 101 times in a loop!
March 2018
Tracy from Seattle Genetics
Company Size: 501-1,000 employees
Time Used: Less than 2 years
Review Source
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
March 2018
Salesforce helps our systems talk to each other
Salesforce makes our jobs easier. The training is like a video game which makes it more interesting to learn.
Pros
The platform allows our systems to talk to each other and integrate information. This creates more meaning metrics and allows us to run reports with combined data from different systems.
Cons
We would like the ability to change the color of the graphs, so that we can have consistency across our reports, but there is a limitation and the colors often change and we can't alter the colors. There is also a file size limitation, so we are not able to upload certain files for sharing.
September 2017
Vicky from Computer Concepts Ltd
Company Size: 201-500 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
4.0
Functionality
4.0
September 2017
Generally good functionality
Pros
Once you are used to the Salesforce platform it is easy to navigate around and switch between screens. Easy to set up custom objects and fields where required to enhance standard functionality.
Cons
Reporting is terrible. Data can be accessed but the output formats when manually running and scheduling reports is non-workable. Restrictions in the ability to add products form multiple pricebooks to one order.
December 2019
Tanner from Lucid
Company Size: 201-500 employees
Industry: Computer Software
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
5.0
December 2019
Lightning or Nothing
Organizing customers, contacts, opportunities. Recording calls, notes and business closed.
Pros
Salesforce needed a facelift for sometime and the lightning platform did just that. It makes it way easier to navigate and get information much quicker.
Cons
There are something things that I dislike about creating quotes. I find it a little more difficult than should be to create some easy quotes.
March 2018
Darrell from Verizon Wireless
Company Size: 10,000+ employees
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Functionality
5.0
March 2018
Salesforce.com from an account executive & sales manager positions
Pros
AE - Easy funnel management updates in bulk, ability to add notes, tasks, and events and sync to Outlook, Manager - Granular & pre-built reports to manage KPI's of team and funnel health. Ease of sending out team updates & sharing files
Cons
Report building can be difficult due to all the fields and options Tasks were not synced to Outlook tasks - want more integration with Outlook
February 2018
Matthew from Motor Vehicle Network
Company Size: 11-50 employees
Industry: Broadcast Media
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
5.0
February 2018
Salesforce can replace all your other software
the ability to manage our sales and service from one platform without errors in data as account info is entered ONCE and then referenced instead of copied.
Pros
I love the fact that Salesforce can be whatever you need/want it to be. Without knowing any code you can build a system that will take the place of all your other business process software.
Cons
some of the UI look/feel is still a bit "old" looking, even since lightning was released. I also don't like that you have to switch back to the "classic" view to accomplish certain tasks but i'm sure that will change.
January 2018
Kyle from BBL Construction Services
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
4.0
January 2018
Used this product as a salesman for a concrete company.
I used this product for 3 years.
Pros
I liked the opening interface that was easy to understand with graphs and charts. The ease of adding information such as phone calls or meetings was very quick and easy to understand.
Cons
Not enough features to be considered a true cloud based sales management product. I believe there could be more tracking and helpful tips to use the product.
February 2018
Kadi from C&C Group
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Value for money
4.0
Customer support
3.0
Functionality
5.0
February 2018
Very Robust - Almost to a Fault
Pros
Salesforce does pretty much anything you need it to do and is very robust. There is a lot of room for customization and integrating many different areas of your business.
Cons
Salesforce is almost too busy. There are so many options and so much going on it’s almost too difficult to pare it down to the basics. Sometimes users want fewer options and more standardization with an easy GUI.
January 2018
Kelly from Extension, Inc
Company Size: 11-50 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Value for money
3.0
Customer support
3.0
Functionality
5.0
January 2018
Big name, but not a lot of support when needed.
Look at other options before shelling out thousands for this.
Pros
Dashboard and reporting were amazing for me to manage my team. I loved being able to see where projects were in relation to each step.
Cons
Hard to utilize at times. The back and forth conversations (we used the chatter feature once that was released) were terrible, notifications weren't working, and support couldn't do anything to help.
January 2018
Carol from ASI DataMyte
Company Size: 51-200 employees
Time Used: More than 2 years
Review Source
Ease-of-use
5.0
Functionality
5.0
January 2018
Best CRM for Sales, hands down!
Pros
User-friendly, fast, can easily find history of notes/activities all together, no need to open and close various entrees. Good reporting options. Believe has decent area/piece for Finance too but not 100% sure on that.
Cons
Expensive but if you're serious about a stable, strong CRM program, it's worth it! I've used 3 others (MS-Dynamics, SAP, NetSuite), Salesforce, handsdown the best!
February 2018
Jessica from Educational Software
Company Size: 501-1,000 employees
Time Used: More than 2 years
Review Source
Ease-of-use
3.0
Functionality
4.0
February 2018
Great for Aggregating Users
Overall I would highly recommend.
Pros
I use this software at my company to manage international resellers and it's great with aggregating their information so only users in certain territories can see their mutually shared content.
Cons
Reporting features are rather limited and difficult to navigate. I also find we use a third party emailing tool for easy access.
January 2018
Sarah from Megapath
Company Size: 201-500 employees
Time Used: More than 2 years
Review Source
Ease-of-use
4.0
Value for money
3.0
Customer support
3.0
Functionality
4.0
January 2018
Easy to Use
Pros
Easy to configure and enter data. I love the reporting abilities and at a glance dashboards for easy live time review.
Cons
I wish the hierarchy set up for affiliate relationships was a bit more user friendly. Partner relationship can be complicated and sometimes with multiple partner contracts it makes it difficult to report and associated opportunities.
October 2018
Felipe from Grouper SpA
Company Size: 11-50 employees
Time Used: More than 2 years
Review Source
Ease-of-use
2.0
Value for money
3.0
Customer support
4.0
Functionality
4.0
October 2018
Salesforce platform review
I think it would be a great solution if they work in the user interface
Pros
The solution is very complete in the management and control tools. Delivering detailed information for decision making
Cons
147/5000 the solution for the selling user is very complex in its use and does not motivate the sales force to use it as a facilitator for their activities
October 2018
Mark from Red Chili Web Design
Company Size: 2-10 employees
Time Used: Less than 2 years
Review Source
Ease-of-use
5.0
Functionality
5.0
October 2018
Favorite CRM Period!
Pros
Salesforce has been our favorite CRM for so many reasons over the years. It's been absolutely critical to building a strong foundation in our organization with building our customer relationships. Hands down this is the best!
Cons
I had a bit of issues initially getting set up. At the same time it felt like the sales rep was unable to help with technical issues, and their support line was limited. Still, this was just a small hiccup as we launched forward with speed right after!
August 2019

Charlie from CGTech
Company Size: 51-200 employees
Industry: Computer Software
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
August 2019
Fast and powerful Salesforce platform
Pros
We switched to lightning and never looked back. It looks better, has more capability, and is overall faster.
Cons
It was slower at first (which seems counterintuitive). There were some other aspects we ended up upgrading that were holding us back from the advertised lightning experience and once we took care of those things, it worked well for the organization.
Reasons for Switching to Salesforce Platform
Our home-grown system didn't have the capability we needed.
April 2018
ami from Publications
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
3.0
April 2018
Lighting is salesforce next level
sales crm
Pros
Great user interface. Makes moving things along much more easier. Looks visually better than the classic version.
Cons
Reports cannot be viewed in detail in lightning you still need to switch to classic. many function that were available in classic are no longer there in lightning. Not admin friendly.
April 2018
Samanth from Moakler Wealth Management
Company Size: 2-10 employees
Time Used: Less than 2 years
Review Source
Ease-of-use
3.0
Value for money
2.0
Functionality
3.0
April 2018
First introduction to Campaigns
Pros
Marketing includes simple campaign management capabilities such as account segmentation, target list generation, lead source tracking and packaged reports. This was my first introduction to campaigns and it was a comfortable transition from our old software. Again, I used it in a past position not currently.
Cons
The software comes with a high price tag that is not suitable to a company our size but I would definitely try it again once we grow.
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