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)

8,369 Reviews of Salesforce.com

 

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Software Advice Reviews (2,134)
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Showing 1-20 of 2,134

Lucky Precious from Aprisa Business Process Solution Inc.
Specialty: Banking
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Salesforce is a CRM system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

what i like about this application is that there are 6 products that help the customer with their business.. it has a platform that can be use as communication tool with the client

Cons

the product is very useful and efficient, I really like it and I dont have any issues regarding this product.

Review Source
 
 

Ailyn Mae from Aprisa Business Process Solution Inc
Specialty: Banking
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

in demand customer relationship management platform

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Salesforce helps you manage your customer with real time customer data. it also help you make critical reports and close deals with clients

Cons

i dont have any problems in using this product it is very useful and efficient. the customer service is very helpful and accomodating

Review Source
 
 

Ivy from LightFleet
Specialty: Real Estate
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Cloud-Based CRM solution

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

A great system for overall sales management.

Pros

Cloud-based CRM that offers you anywhere, anytime, access to your business data on any devices. A system that offers sales management, customer service, marketing automation and partner relationship management.

Cons

Pricing on a higher spectrum, and professional fees for customized requests. Expect some learning curve, some features can be hard to navigate.

Review Source
 
 

Carl from Day & Zimmermann
Specialty: Construction
Number of employees: 10,000+ employees Employees number: 10,000+ employees

October 2018

October 2018

Gold standard for CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

1) Full customization
2) Automation tools for a more robust tool
3) Integration with other applications

Cons

1) It has a somewhat steep learning curve but once you get over that it is great.
2) Administration can be a hassle sometimes. You really need an engaged base.

Review Source
 
 

Dana from St. Anthony Foundation
Specialty: Non-Profit
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Robust and versatile, though can be costly and not always easy to use

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

We've been using Salesforce for volunteer management since 2013, though we got into a bit of a pickle with the consultant/developer we used. They customized it heavily to give us features that weren't available in the database at the time, which made us dependent on them for any changes and kept us from updating to current versions. We also didn't have an official DBA, so ended up with a lot of duplicates and other bad data. We're in the middle of a lengthy process to clean it up, get us on the current version and implement Lightning, which are much more user-friendly. We're a non-profit so we get it for "free," but that's only for 10 licenses and doesn't include email marketing (unless you can make do with the relatively simple built-in email templates), consulting/development work, apps for mass changes/de-duping etc., which can add up quickly. It's a complicated system so it can be easy for users to get confused but it can also do quite a lot. If you're looking for an inexpensive database that's intuitive and easy to use out of the box, Salesforce may not be your best bet. If you need a versatile system with complex processes and rules, Salesforce may be an excellent fit.

Pros

-Robust, can handle high-powered processes.
-Flexible, it's quite versatile and can be customized to fit your needs.
-Complex security rights for determining which staff can see certain objects/fields/etc.

Cons

-Hidden costs - extra licenses, software/apps, consulting, development, etc.
-Not always easy to use out of the box, sometimes needs a lot of work to get it set up the way you'll need it.
-Data health can get out of control if you're not careful and diligent.

Review Source
 
 

Kortni from Verity Medical Foundation
Specialty: Healthcare / Medicine
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2018

October 2018

Too expensive for small businesses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I liked that it was easy to customize, but I could only customize it through my IT department, because the software was too complicated for the lay person to do on their own.

Cons

I think Salesforce is too expensive for small businesses. The volume of calls and patients we have for 2 doctors was not enough to make it worth it to have this software, even though we spend a lot on marketing. Our marketing people can extract everything they need from our EMR as long as we create a profile for every call, which was pretty easy to do.

Review Source
 
 

Teyanna from Samaritan Daytop Village
Specialty: Non-Profit
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

Great CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I used while working in Payroll Customer Service and I loved that we could locate a profile and see everything that was attached to the company. We could place orders for reprints and leave notes for the next Customer Service Rep. It was very easy to learn and navigate.

Cons

The version I used was basic and it served its purpose. I have yet to explore any of the other features.

Review Source
 
 

Aruna from Enzigma Software LTD.
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Best PaaS Service I ever seen.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

1] This is a very good platform for any cloud application development. Very easy to use and easy to learn.
2] It's learning site called "Trailhead" is a really awesome application to learn salesforce easily.

Cons

1] It's a bit expensive platform for the small organization.
2] Debugging is a time-consuming process.

Review Source
 
 

Andrea from Abode Construction
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Salesforce - not as user friendly as they would like you to believe

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

The company I worked for had the case management piece turned on. It was a nightmare to use, track cases, assign them etc. It also pulled in every single piece of junk mail as well. No filtering. And closing a case was too many steps. Would I recommend Salesforce? No

Pros

Its a CRM system. If this is what you are looking for as a basic product well this is it. It has all the fields you would expect, customer name, contact info, address, email, website etc. You can attach a quote within the company profile

Cons

Not user friendly. The training is done as if you know all the ins and outs and really just need to know what the new update brings. Have to add contacts as a monitory field. Not every person you talk to at a business should have to be added as a contact. The shipping and receiving guy or guy running a machine may not always be the same. When creating a case not always is the person who calls or emails work at that company. They could be an outside contractor. That needs to be factored in.

Review Source
 
 

Maziar from CourseNetworking
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

It's doing the Job!

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I believe there is no serious competitor for Salesforce out there. The API is very good and people can do amazing things with the meaningful integration.

Cons

A little bit of old graphical user interface. It would be nicer to have a more modern UI. Not all subcomponents have good integration capabilities.

Review Source
 
 

Jill from Rakuten Marketing
Specialty: Retail
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

A little old-school but easy to use

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I had to create an email template for our sales team, and it was my first time using Salesforce, but it was pretty easy to figure out on my own.

Cons

The software just looked a little old-school, like it hadn't been updated since it was made or at least in a few years.

Review Source
 
 

Gary from The Comtel Group
Specialty: Consulting
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Software is very sophisticated highly customizable and easy for management to access analytics and custom reports

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Very easy for IT managers to implement however expectations for integrations are oversold and backward looking integration more difficult than expected

Pros

Software is very sophisticated highly customizable and easy for management to access analytics and custom reports

Cons

Very expensive for a small or medium size company to afford much more accessible for larger companies cost wise sometimes it can be overly complicated sales reps complain that there are now too many steps to the process

Review Source
 
 

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

October 2018

October 2018

Really the best CRM platform available right now.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

The most versatile, customizable, and compatible CRM available.

Pros

I have used this platform at a few different companies now and it is astounding how versatile and customizable it is based on your needs. Just the interface and visual customization available is impressive. It is a powerful tool that grows with you as your needs and your sophistication as a company expand. I love all of the different integrations they support as well. If you are already set up with other software to fulfill your day-to-day business functions, that shouldn't be any deterrent to considering salesforce.

Cons

There is a learning curve as an administrator, but once your practices are in place it is well worth your invested time.

Review Source
 
 

Rebecca from Infinite Electronics
Specialty: Manufacturing
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

October 2018

October 2018

Salesforce

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I like that it can archive my emails and holds items in one place for me. Fairly easy to track my contacts and prospects.

Cons

I feel that it could work a little better for me, it seems a little aged and could be updated. Overall if fits my needs but it could be updated.

Review Source
 
 

Nick from Multiview
Specialty: Advertising
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

800 Pound Gorilla for a reason

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Specific to sales force automation & reporting, there really is no other player in the space as strong. I also like the innumerable tools you can bolt-on... Marketo for example.

Pros

There's a reason Salesforce.com is the big boy in the market, because it's the best. The ease of implementation, training and usability is 2nd to none.

Cons

Can get pretty expensive but honestly like in so many other places in life, you get what you pay for.

Review Source
 
 

Ian from RothLochston
Specialty: Construction
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

Business Development Manager

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Reports and automated charts for year ends. We track both successfull and unsuccessful projects bid and with salesforce thre is autmated charts. Prior this was a ful time position for someone.

Cons

mutiple interfaces and navagating around and learning new features. Maybe in person initial training would have been benificial.

Review Source
 
 

Kevin from Visa
Specialty: Other services
Number of employees: 10,000+ employees Employees number: 10,000+ employees

October 2018

October 2018

SalesForce gets the job done

Ease-of-use

Functionality

Product Quality

Customer Support

Pros

I like how well we can track work flows and tickets. The data is easily exported or even connects directly to tableau.

Cons

It takes a while to rally figure out how to navigate through the dashboards. I have difficulty finding certain projects occasionally.

Review Source
 
 

pratik from NuvoloTechnologies Pvt Ltd
Specialty: Software / IT
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

An awesome platform for cloud application and the best CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

1] I love this platform for any CRM customization or any cloud based applications.
2] It provides us so many automation tools, which keeps us lesser dependent on custom development.
3] I am impressed by its sandbox cloning. it is so easy and quick.

Cons

1] More number of governor limits.
2] At development also there various limitations.
3] Licensing are same for CRM based application as well as other application.

Review Source
 
 

Chris from Self Employed
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

Complicated to set up

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Seems to be very comprehensive. A lot of complex and detailed features. Has many options to help customize the platform.

Cons

Very complicated to set up. Depending on the size and needs of your team it might not be worth the cost.

Review Source
 
 

Deborah from Sunland Home Care
Specialty: Healthcare / Medicine
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

First experience with this CRM was a very pleasureable one.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Continuous research and development and QA to better the product on an ongoing basis.

Pros

The fact that it is very user friendly and the many reports that you can run and also ways to manage your accounts.

Cons

Some of the reports are not very easy to run and get complicated and the lack of support is often very frustrating.

Review Source
 
 
 
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Showing 1-20 of 6,235

Katie from Destiny Rescue USA
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Great 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

We are able to track involvement through opportunities and that is fantastic.

Pros

I like this software because it allows me to track my leads more easily.

Cons

Reports can be slightly confusing, but overall great product!

Review Source: Capterra
 

Erikka from Choice Hotels
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

Salesforce

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 has enhanced our sales teams ability to communicate in real time. By allowing us to keep records of all interactions with clients we are able to make better, and more strategic, business decisions. The reporting has also enhanced our ability to make business decisions on who is performing to goal and who needs more face time.

Cons

SF classic is not always very mobile friendly.

Review Source: Capterra
 

Christopher J. from Club Capital LLC
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

Best CRM Hands down

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

think of any aspect of marketing or sales that you would like to keep track off, Salesforce can do that. Any reports, sequences, workflows that you would like to set up in order to automate the processes that you're constantly having to to. Salesforce can do that as well. Sure, they're more expensive than competitors like Hubspot or Zoho, but you will content to know that you support available as well as the best CRM possible.

Cons

the learning curve can be a bit steep if you switch jobs because differnet companies set up their salesforce differently. Other than that, it's a very complete system.

Review Source: Capterra
 

David from DGL Group
Number of employees: 51-200 employees Employees number: 51-200 employees

October 2018

October 2018

Top CRM Software

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I love this software. It makes it so easy to keep track of all of my customers. This product helps us keep up better with our customers as it keeps track of all past, present and future sales. It provides us with follow-up reminders so that clients are never missed. It holds all records for all of our customers as well. This software also easily integrates with other softwares seamlessly.

Cons

Saleforce has be a little buggy at times but that is to be expected with all software. I hope they add more ways to make it more customizable in the future.

Review Source: Capterra
 

Omondi from Innovations for Poverty Action Kenya
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Excellent Services

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

Salesforce helps me to manage my clients and keep their contacts

Pros

The software has a friendly interface that is easy to use and comes handy when handling clients

Cons

The client service should atleast be prompt in replying their mails

Review Source: Capterra
 


October 2018

October 2018

Where would we be without Salesforce?

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality

Positive experiences thusfar

Pros

Salesforce is the best tool for managing sales leads throughout the buying cycle. It's designed by sales experts, so every piece is optimized for making Salespeoples lives easier and more collaborative. Out of the box it syncs with almost all of your existing sales tools, which makes integration a breeze.

Cons

Nothing really. Salesforce has really changed the game in terms of CRM and Sales software.

Review Source: Capterra
 

TyNisha from Sier Investment Group, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2018

October 2018

I hear great things though...

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

I love how evolved it is and how so many of us can utilize this product for it's CRM capabilities within the entire network, but can also exclusively utilize it for individual purposes at the same time.

Cons

I utilized this product for it's CRM capabilities, but I do not feel that the main purpose for how I utilize it is very user friendly. As a team CRM, it possesses the ability to let me know if a teammate has already approached a specific lead/opportunity, but when I search for a name "globally" within the website, it tends to present quite irrelevant results. This requires me to click in order to extend the list for "Lead" and perhaps go back to the previous page to expand the list for "Opportunity" as well. This creates unnecessary and time consuming actions that I wish I could avoid.

Review Source: Capterra
 


October 2018

October 2018

Great customizations

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Salesforce can work with any company depending on use. The app allows you to communicate with other people to expand your resources.

Cons

I like how the app caters to your company but my company tends to change their processes often that we are loosing or changing SF features and it can get confusing.

Review Source: Capterra
 

Jason from PhysAssist Scribes, Inc
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

October 2018

October 2018

The Industry Standard

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 just migrated 50 users from Salesforce Classic to the new Lightning interface. Lightning is much more intuitive. My users were able to acclimate with just the built in training modules Salesforce provided. Possibly the easiest upgrade I've ever done

Pros

Free online training through Trailhead. A robust array of optional apps. Ease of use. What's not to love?

Cons

The licenses are much more expensive than other CRMs

Review Source: Capterra
 


October 2018

October 2018

Salesforce is great for enterprises!

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

Used Salesforce for marketing services. Mostly for the campaign functionality and tracking customer journeys and differentiating between marketing campaigns.

Pros

Very reliable software and the customer service is always responsive. There are so many users that it is almost considered a universal software for enterprises; therefore it's a great when communicating or transitioning between enterprises because often people can be on the same terms. Organized and have never had many errors or issues with the software. A great company that offers plenty of support. This tool integrates well with many other softwares. There are also so many options that it can meet the needs of many types of companies.

Cons

It is not user friendly. Requires training and plenty of use before it becomes second nature. But, once it's understood, there are so many options with data and tracking that it is worth it in my opinion. Also, it is expensive, so maybe not the best option for small or new business.

Review Source: Capterra
 


October 2018

October 2018

Salesforce is A1

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 have received many leads through Zilliant by Salesforce that have turned into very good accounts for me. I would recommend this product to anyone.

Pros

Salesforce is very easy to use and navigate. I use Zilliant to find new opportunities in my current position. The opportunities that it identifies are generally very good leads.

Cons

It jams up every once in a while, but their customer support works through a fix very easily.

Review Source: Capterra
 


October 2018

October 2018

Excellent

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

Excellent!

Pros

The ease of use per clients. Being able to use it across various platforms is great for people on the go!

Cons

The support service needs a bit of improvement to enhance customer experience

Review Source: Capterra
 

Joe from DLM
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Salesforce for success

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

Total success!

Pros

Works well, easy to use.
Not too complicated. Great success using.

Cons

no cons! I enjoy using this each and every day.

Review Source: Capterra
 


October 2018

October 2018

Salesforce Review

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

It's a reputable CRM that has great reporting capabilities.

Pros

I like that Salesforce has been around for a long time and therefore has many possible native integrations with apps for added functionality.

Cons

The set-up has to be done by someone who has technical knowledge - not an out-of-the-box tool and requires an investment in paying a consultant to set it up or having someone on the team who has the knowledge to do it. Also, customer support is limited unless you pay extra.

Review Source: Capterra
 

Jon from Aspen Clinical Research
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Easy integrating with other platforms

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

Enjoy the ease of use, once our staff are trained to the proper elements to enter the specific data needed to be of use.

Cons

Very much dislike the new version, I prefer to always use the classic mode as do most of our staff.

Review Source: Capterra
 

Caleb from ESI
Number of employees: 10,000+ employees Employees number: 10,000+ employees

October 2018

October 2018

Great product with lots of features!

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

Salesforce has enabled us to bring our data together in a meaningful way that has greatly impacted our productivity

Pros

The ability to integrate with other tools being used by the business

Cons

Nothing to complain about, haven’t had any issues

Review Source: Capterra
 

Amanda from Mesa
Number of employees: 201-500 employees Employees number: 201-500 employees

October 2018

October 2018

Todays Marketing Advocate

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

This is a helpful tool for sales team organization.

Pros

Helps my company grow
Keeps my company organized
Efficiency
Integration

Cons

not much we don't like so far.
I'm not sure what the prices are AFTER the annual fee, cause I don't see that part in my position.

Review Source: Capterra
 


October 2018

October 2018

Great CRM platform with customization

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Pros

In the scheme of CRM software, salesforce is highly customizable to your needs. We found that it was great at managing client relationships, interactions, and at a low level - tasks. In order to best customize for your team, it helps to define what you wish to use it for and how you will utilize it agency-wide. We had a userface designed by an outside company that really made it more user friendly for the office

Cons

The things like task management arent great. it essentially auto sorts by date. I found that there are ways to plug into programs like trello however it is not a one stop shop

Review Source: Capterra
 

Ted from McKinnon-Mulherin Inc.
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Nonprofit - Good investement

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

CRM issues can make or break a successful fundraising shop. The ability to tie all things together, nearly seamlessly, is invaluable in making sure that client communication is not confusing, that it is directed, and that you can actually track the impact.

Many grants, etc require feedback and evaluation. That is great but costly. SalesForce made it so that our shop could easily track these issues.

Pros

There are two things that I love about SF. The first is their commitment to the not-for-profit sector. The second is the infinite customization of the platform.

Cons

In the same was I love the customizability of the platform, I do have to admit that it also requires a significant investment to get it to "work" for your organization. Luckily there are a lot of companies, tutorials, etc that make it accessible for the common organization.

Review Source: Capterra
 

Kaileena from Attainia
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2018

October 2018

Salesforce Review

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

Reporting and tracking is easier to see how much output is being done by each individual.

Pros

I like the connections to different applications like ring central and hubspot. It's much easier to keep track of outgoing communication.

Cons

There are definitely glitches when I use RingCentral where it will quadruple the number of calls I make by putting the record into salesforce multiple times.

Review Source: Capterra
 
 
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