Salesforce.com CRM Software


 

The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support.

The Salesforce app has capabilities that include sales management, marketing automation, partner relationship management and customer service. These applications help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post sale.

Salesforce for Outlook allows users to synchronize contacts, calendars, emails and tasks in both applications. Salesforce for small business allows users to manage contacts, track sales deals, manage tasks and events, harvest leads and track performance. The Salesforce enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations and more.

CRM Salesforce solutions are available only for software-as-a-service (SaaS) deployment. Force.com provides a technology stack that covers database and security as well as workflow and user interface.

 

Salesforce.com - Sales executive dashboard
 
  • Salesforce.com - Sales executive dashboard
    Sales executive dashboard
  • Salesforce.com - Track opportunities
    Track opportunities
  • Salesforce.com - Mobile view
    Mobile view
  • Salesforce.com - Mobile search
    Mobile search
  • Salesforce.com - Mobile customer information
    Mobile customer information
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

4,500 Reviews of Salesforce.com

 

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Software Advice Reviews (1,861)
More Reviews (2,639)

Showing 1-20 of 1,861

Meghan from Employment Solutions
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

User-Friendly and Intuitive CRM Platform

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

Our company has been using Salesforce.com for quite some time now, it has worked wonders for our business -- particularly given that we are spread out over several locations, this helps us all communicate as a single team in an efficient and user-friendly intuitive way. Also very useful that it can be integrated with Outlook and that it comes with tons of addons and connectors to create a really consistent experience across the different platforms we use.

Pros

-Constantly improving, with software updates and releases 3 times a year
-Huge support community
-Integrates with tons of other software and has massive capabilities for the complete business on multiple facets
-Ease of use and automated functions and integrations make the workflow fast, easy, and with very few touchpoints
-With improvements still to come in the fields of AI and ever-expanding list of integrations, it is only getting better with time!
-Can access from anywhere at any time as the platform is entirely cloud-based and includes a full functional mobile app!
-Fully customizable, you can create custom tabs, fields, apps - the whole thing can be pinched and pulled to work for you!

Cons

-Reliance on internet access can make it tricky with businesses with unreliable internet service
-Takes a little getting used to, there are just so many things it can do when fully unleashed that it can be a little difficult to learn at first, but they do have a full online experience for independent training, the Trailhead.

Review Source
 
 

Daryl from UniBiz
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Best CRM for boosting Sales and Revenue

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall a very powerfull CRM App and More.

Pros

-The biggest like, is for me the integration with quickbooks.
- User friendly and has tons of features
- Login from anywhere
- Industry specific solutions

Cons

- Upgrade can become expensive
- making a choice between the different solutions can be frustrating, for some functionalities you'll need to buy more solutions

Review Source
 
 

George from Freedom Family of Companies
Specialty: Consulting
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Salesforce is Best Horizontal CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Out of the box feature rich and easy to configure. Reports easy to use and dashboards easy to create.

Cons

I suppose in the loop g run more integrations and apps from the developer community will even make the ecosystem stronger

Review Source
 
 

Alexis from Fine Tune
Specialty: Education
Number of employees: 10,000+ employees Employees number: 10,000+ employees

November 2017

November 2017

Amazing Product! The best in the market

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of use- is pretty much dummy proof. I taught myself how to use it in a day
Highly helps find leads as it integrates with things like Hoovers and Salesforce's own Data.com
Great customer service, company truly cares about its customers
Brand reputation and the fact that they created cloud computing is great.

Cons

The price is pretty expensive compared to other CRM's like Slate but it is well worth the price because of the CRM being their main core competency

Review Source
 
 

Adam from Alexander Anderson Real Estate Group
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Good software for many different types of sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Tons of functionality and customizable. Nice android app as well. Relatively inexpensive compared to other crm tools

Cons

Tough to customize and customer support is not great. Not specialized in my field (real estate) so i have to customize it to do what i need it to do.

Review Source
 
 

Melissa from Levin Financial Group-MassMutual
Specialty: Insurance
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Sales Force Review

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like the abilities of Sales Force. It is detailed with several functions like setting up future contact, email campaigns, puling reports based on last contact.

Cons

I wish we could modify and customize the fields more. My team has a need for a CRM how our business dynamic does not does not fit into the standard sales force platform. We would have to pay to build out sales force the way we need it. We found a more affordable CRM that allows us to customize sum of our fields and track revenue.

Review Source
 
 

Idan from Mellanox
Specialty: Software / IT
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2017

November 2017

The best CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Customizable dashboard. When you log in, the tool’s dashboard gives you a huge range of report widgets, allowing you to have a bird’s-eye perspective of how your company is performing. Your sales reps can check out real-time summaries of customer data and other relevant statistics.

Easy-to-navigate software. The software is also easy to navigate. A simple navigation bar exists at the top of the window. The tabs are separated into various categories, such as Home, Accounts, Contacts, Leads, Opportunities, Campaigns, Forecasts Files, among others.

Social capabilities. The tool’s social media function and news feed operate very much like Facebook, thus making it very familiar as well as easy to use for users. You can quickly browse the news feed and immediately post status updates, share links, and upload files right from the dashboard.

Review Source
 
 

Kimberly from Kelly Services / Shire
Specialty: Other services
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

November 2017

November 2017

Flexible and Customizeable

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

I really like how easy it is in order to produce custom reports so that I can track revenue and then pipeline.

Cons

There are features you need to upgrade to in order to utilize that should be included in the basic package.

Review Source
 
 

debbie from imaging center
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

no customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I would not recommend this product. It is not easy to use and no support.

Cons

Very difficult to use. There is no customer support! If you want support or training you have to hire a 3rd party vendor for a couple of thousands of dollars. I would not recommend this product to anyone. It is not user friendly and you need to spend additional money for support

Review Source
 
 

Jimmy from McLabs
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Great Features and Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We were using Zoho CRM which was doing the job. However, the company grew and we started looking at other options and chose Salesforce.
It was a nice change because this has more features and the customer service is always there whenever we needed help.

Cons

The only concern was the price point of Salesforce compared to Zoho CRM which was what we were using before switching over. However, it comes with more features and great customer service so it makes up for that.

Review Source
 
 

Tom from Merkle Inc
Specialty: Other services
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2017

October 2017

Salesforce - Hands downt he #1 CRM tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall a great tool. I feel it is the best of its breed

Pros

Salesforce is extremely easy to customize and scale as the needs of your organization change.
The customization and The AppExchange along with supporting tools are hugely helpful in quickly identifying and deploying a solution for any data or automation need you may have.

Cons

Although the downtime is very little, standard customer support is not impressive and can take and extended time to receive a reply. By then, the problems tend to be resolved due to extra work or work arounds

Review Source
 
 

Luke from Premier Canopies
Specialty: Manufacturing
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

I think the product is great, integrates easily with other platforms. Customer service is absolutely horrible however. Complete waste of time and money.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Compatibility, ease of use and functionality. I like that I was able to integrate with some of my other platforms, and was able to create process builders to automate much of our order processes.

Cons

The Customer Service and account management rank among the worst I have ever experienced. I have had numerous emails out to billing, my account rep and his manager and they simply do not reply. Great at getting back to you when it relates to sales, about the worst I have experienced when it comes to account management. It is clear they do not care.

Review Source
 
 

Martin from The Lorraine Group
Specialty: Consulting
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Effective and customizable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pricey

Pros

Ease of use. It’s easily adaptable to various environments and can be easily installed and allows multiple users

Cons

Too many clicks. Seems to be designed by a programmer not a heavy user who has to navigate multiple screens

Review Source
 
 

Beth from Owen Software
Specialty: Education
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Review from a software company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

You should really consider providing better user support.

Pros

It has a lot of features. There is not much you can not do. You can customize all ares if you have the resources that are needed.

Cons

Has too many features dumped on the user and not able to pull out just what you need. You need a dedicated person to run SF. Pricing is high for a small company.

Review Source
 
 

Paul from Jive Communications
Specialty: Telecommunications
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2017

October 2017

Loving Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Salesforce provides great support. Their platform is extremely customizable to tailor any company that uses them

Review Source
 
 

Deirdre from Entertainment
Specialty: Software / IT
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

October 2017

October 2017

I have used Salesforce for many years

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

It's odd that the pop up that tells you to have a nice day at the end of the shift, don't popup when I unknowingly go into EOS during an active call.

Pros

The software is easy and straight forward. It covers everything. The direct links to the continuing education and the agent scorcards are a bonus.

Cons

No alerts when we role into end of shift. There have been times like today I was in EOS and I didn't know it. Maybe a ring or a popup. We don't get paid when we are in EOS, even during actie calls.

Review Source
 
 

Adwoa from Health and Environmental Funders Network
Specialty: Non-Profit
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2017

October 2017

Versatile Donor and Prospect Management for Nonprofit Fundraisers

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

Salesforce is highly customizable to the needs of nonprofit organizations of all sizes. The nonprofit starter pack helps track individual and organization donor prospects and manage those relationships from prospective through cultivation and donation management. Easy reporting helps you keep track each year.

Cons

Optimum usage requires training and getting the platform set up for your organization can be pricey even if you are able to get donated licenses. Well worth the investment if you have the resources.

Review Source
 
 

Robin from PatientPop
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

User friendly and many features

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like how easy it is to learn - you can continue to use more and different features depending on your needs

Cons

Sometimes when more information is added, the system works a little slower. You can sometimes get lost in all the information

Review Source
 
 

Geetha from Maxm
Specialty: Healthcare / Medicine
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2017

October 2017

Great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Great. User friendly. Easy to use for everyone with little training.
Had a wonderful experience working with it.

Review Source
 
 

Leah from Major Media Consulting
Specialty: Media
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Salesforce Amazing functionality

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Salesforce has an incredible ecosystem of support and self serve learning tools. A combination of webinars, Premier Support, & recorded videos. When you speak with someone they are very knowledgeable and ready to help- they really back the product.

Pros

There seems to be no limitations to what you can do with Salesforce. And multiple ways to map your business process to the CRM.

Review Source
 
 
 
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Showing 1-20 of 2,639

Rachel from NeoCertified

November 2017

November 2017

Salesforce is a great sales software tool.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Sales teams use it to document all clients.

Pros

Our marketing and sales teams use Salesforce on a daily basis and love the ease of use and intricacy of its features.

Cons

Salesforce could be a bit easier to learn when first using its many functions. There's a lot inside of the platform.

Review Source: Capterra
 


November 2017

November 2017

Customizable CRM that could use a facelift

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

A lot of fields and data can be entered and customized.

Pros

Every item is customizable, every field can be adjusted or customized to suit your business. It allows you to enter and create fields, which is great because of the amount of data you an enter.

Cons

The interface is not new, very outdated. You have to log in every task manually, it does not allow you to automatic cadences.

Review Source: Capterra
 

Dana from Contigo
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Sales force is a program I use in order to put in my time at work.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am able to input my work hours easily and efficiently.

Pros

I like it because it is easy to use and it works well. It works well for a beginner as well. It is easy and convenient to use

Review Source: Capterra
 


November 2017

November 2017

Powerful Tool - Lots to integrate

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We took our company into the 21st century on a lot of levels. This is one of them.

Pros

Before implementing it I had used a very sophisticated and integrated version of Salesforce. At an SMB, a lot of those tools have come in handy. It helps centralize our lead generation and sales pipeline and it also gives visibility to managers and owners who are not in our office. A ton of resources available online. Google any problem you have and there is a solution to help.

Cons

You need to be well versed in the back end to not screw anything up. There is a lot in the backend so be careful.

Review Source: Capterra
 

Sia from D4C Brands

November 2017

November 2017

Salesforce plays an integral part in staying on task in my role as Doctor Liaison.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Salesforce allows my team to be held responsible and stay organized in what could be a rather chaotic job of keeping track of potential referring offices and those that refer.

Cons

My management team has shared the software can be pricey but doing my job without it would be less productive.

Review Source: Capterra
 

Carlos from Artos Consulting

November 2017

November 2017

Not the Best for NGO's

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Has some great features that could be really useful. Great integration with other platforms and services. The web login feature is great.

Cons

I was using the nonprofit version and between customer service and the upgrade fees this doesn't make sense for mid-sized nonprofits.

Review Source: Capterra
 

Amy from Scharffe Consulting

November 2017

November 2017

Very centralized and I like it uses the cloud computing technology.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The benefit I got from this product was that all my information I need to run my small business is in one central place. I like that I only need a web browser or mobile device to access Salesforce as well.

Pros

What I really like most about the solution is that it is focused on centralizing my contact, accounts and documents. All I need is a web browser or a mobile device since it works on the "cloud". The overall navigation of the software is really easy to navigate and find my information quickly. I really like the "Dashboard" to quickly see where my deals are in terms of the status and let's me focus on what I need to focus on to keep my business successful. I can also sync it VERY easily with my Outlook. I like that Salesforce shows me all past contacts that I have contact with in the past. I can see if I ever met with that contact before and quickly see the contacts quick information like where they works and what job title they hold. I can easily determine if this contact or prospect is in a position within their company that can make business decisions and purchases.

Cons

I think what I like least about Salesforce is that it might take some time for me to get comfortable with the entire layout of the software. There are so many features, tabs and resources I don't think I can effectively learn and use every feature that it has in one day. I feel it may take some time to get familiar with.

Review Source: Capterra
 

Hailey from Kroger

November 2017

November 2017

Expensive but a good product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It has a pretty simple, user-friendly interface that beginners should be able to use very easily and lots of options to choose from.

Cons

Setting it up can take a bit of time and it will be a little tedious but once you do get it set up you'e good to go.

Review Source: Capterra
 


November 2017

November 2017

It works perfectly for my company's needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It has an easy to use interface that allows me to manage my coworkers' tasks, which is unusual after using so much outdated software in the past.

Cons

It does have a learning curve to it, and for me being an administrator for only the past year or so, it still takes me a while to learn these new programs.

Review Source: Capterra
 

Rajesh from Ciena
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

November 2017

November 2017

Good office communicator tool specially for sales white papers

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We are able to share the white paper and our training material here and can be shared with anyone as and when required

Pros

Sales white papers or the training documents can be kept their and can be shared with them as and when required

Cons

Front end browser is not so impressive. Can be enhanced if we compare it with competitors. though its a great tool

Review Source: Capterra
 

Jonathan from SeniorQuote Insurance Services
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Salesforce is a very complex, intricate and versatile all-in-one CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

What I like most about Salesforce is the capability of being an all-in-one CRM. In the insurance business, there is a very wide variety of details to track: client information, sales statistics, commissions, important dates, data from insurance carriers, and more. Salesforce has the ability to customize the fields so that we can keep track of as much information that we want to.

Another example of the versatility of Salesforce is that it can be used by all departments of a company. SeniorQuote has deployed Salesforce with our sales agents, case managers, finance department, administrators, marketing specialists and data analysts.

We have incorporated plug-ins with Salesforce to make it versatile for our needs. We were able to incorporate inContact with our Salesforce to have a built-in phone dialer for our agents. We also incorporated Marketo's automation software to have the ability to use digital marketing with the ease of a "click" while surveying our extensive database of leads.

We purchased additional support, which has been a huge help. Response time is good. I put in tickets for help which are answered anywhere between minutes after my request up to 24 hours. The assistance we receive is often stellar, and the representatives are very knowledgeable. The only quirk with them is they are sometimes in foreign countries and some instances I've dealt with people with poor communication skills.

Cons

What turns me off about Salesforce is the configuration. It could be pertinent to SeniorQuote, because we did not hire a licensed Salesforce administrator to configure and maintain our Salesforce account. After going through it without an administrator, I would highly recommend having one on staff (as appropriate to company size) Simply put: the more complicated or detailed your CRM will be, the higher the likelihood you will need an in-house administrator.

I have used Salesforce with three different companies and have witnessed the many problems that arise when you don't have someone who is an EXPERT at Salesforce to help you out. At the very least, I suggest buying the Additional Support.

Review Source: Capterra
 

Derek from Logic Control Technologies

November 2017

November 2017

Good way to stay on top of sales

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I was able to increase my earning potential by capitalising upon opportunities that I did not know I had. It also ensured that I was accountable to my targets and scheduled commitments with potential leads.

Pros

Excellent way to stay on top of your client base with trends and identifies to help you maximise your sales team efforts. Funnel reviews are now a piece of cake. The easy to use interface allows your opportunities to become manageable and easy to identify with the cross relation tool sets.

Cons

The software, like anything else, is heavy dependant upon the administrators and deployment team. If the process is not well established and the outcome goals clearly identified early on, the project will likely have more of a negative impact on the sales team than anything else.

Review Source: Capterra
 

Tiffany from Sprint

November 2017

November 2017

Great software if you work in sales!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Load sales leads
Chat community
Able to add people in your work place as a part of your contact. I use daily to submit phone orders to a team that process the order.
Great customer support - no complaints

Review Source: Capterra
 

Terry from GroundTruth

November 2017

November 2017

Salesforce is pretty user friendly and great for keeping track of tasks

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Everything is very well connected and follow up tasks make it very easy to communicate duties and hold everyone on the team accountable for their duties

Cons

Occasionally, when submitting a case or opportunity, it is rejected because there may be 3 portions I need to fill out. Except it will say I need to fill out 'x row'. Then I fill it out and hit submit.
Then it is rejected again because I also need to fill out 'xy row'. So i fix it and hit submit. Then a new thing I need to fix pops up.
If it was fashioned so all 3 portions which need updating appear at once, it will mitigate frustration.

Review Source: Capterra
 

Amanda from Western Governors University
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

November 2017

November 2017

Simple to learn

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

The dashboard simplified the process of viewing student information.

Pros

Good information contained. Able to see a lot of information available pertaining to students. Good Quality.

Cons

A Lot of clicks are needed in order to navigate through pages. The software cannot link with Banner.

Review Source: Capterra
 

Andrea from Steel City Pops

November 2017

November 2017

We use this company wide for handling event scheduling

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's pretty simple for a nation-wide company to use the software and schedule what we need. This way events are not falling through the cracks.

Cons

It took a while for everyone on our team to really dig in and learn their way around the software and how to best use it.

Review Source: Capterra
 


November 2017

November 2017

This is a very user friendly software that is adaptable to many sales and quoting platforms.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Makes it possible to work from home.

Pros

I like that it keeps track of all my clients, orders, and quoting, and can submit info via docusign. My support staff is located all across the county, and this allows us all to have access to the same info. Very efficient.

Cons

There was an initial learning curve, but after that it is very easy to use. Occasionally it has a difficult time loading quotes from the vendor's system, but those are usually resolved very quickly.

Review Source: Capterra
 

Nick from AHC

November 2017

November 2017

We use it to monitor sales info, as well as to manage client relations and streamline marketing

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Cloud based
Salesforce supports all major browsers
Complete CRM package
Reduces training costs
Very easy and quick to get started

Cons

Pricy for small businesses
Competitors offer many of the same solutions
Pricing structure is not streamlined

Review Source: Capterra
 


November 2017

November 2017

We use SalesForce for all of our contacts.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Accountability and integration with other often used software, making the work environment more efficient.

Pros

I love that it integrates with my marketing automation software, making my job that much easier. And the system has outstanding tracking mechanisms, holding our team accountable. Its not longer just a guessing game.

Cons

The set up is tedious, but I assume that can be said for any software similar to Sales Force. We started with Sales Force about 6 months ago, and we still are not fully functional.

Review Source: Capterra
 

DILIP from AFSC
Number of employees: 51-200 employees Employees number: 51-200 employees

November 2017

November 2017

Great CRM product over cloud

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Faster access over cloud and ease of development, easy to implement and support response is faster to resolve the issues

Cons

Since it is cloud platform, user do not have control on the data. Some of the organizations does not like to keep data on cloud

Review Source: Capterra
 
 
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