All Salesforce Customer360 Reviews

1-25 of 45 Reviews

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User Profile

Svetla

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Flexible and powerful CRM and lead management system for big sales teams

Salesforce sales cloud helped the team organize the sales process and communicate well on leads, even with most of the team working remote/on the field.

PROS

The system can work great no matter if your sales team is small or big, it has all the functionality and integrations you may need

CONS

The learning curve is a bit steep, particularly as concerns integrations and more advanced functionality

Reasons for switching to Salesforce Customer360

More functionality in SF and the need to go beyond pure CRM

User Profile

Becky

Verified reviewer

Hospital & Health Care, 51-200 employees

Used weekly for less than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Salesforce is the dedicated CRM for Sales

We've been able to log more information about calls, which has helped us make sure different personnel aren't calling the same clients. We fixed a problem where different salesmen were calling the same new leads, and we made it possible to assign specific goals to individual workers.

PROS

For our company, Salesforce has been a godsend. It helped tremendously with planning ahead and scheduling calls and follow-ups. Connecting Salesforce and Outlook has been really helpful for me because it streamlines my tracking and allows me to go back and add any missing details from my day.

CONS

It's usually more expensive than competing CRMs, but you may offset that by buying extra licenses for users, whether they're on the platform or not.

Reasons for switching to Salesforce Customer360

We chose Salesforce because I knew it would be able to meet all of our needs and handle any problems that might arise while dealing with customers.

Giuliana

Information Technology and Services, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Integration platform

I would recommend based on a companys specific needs and business goals.

PROS

Its widely recognized and appreciated. Many organizations have positive experienced.

CONS

For some businesses, the costs associated with Salesforce may be considered high, especially for smaller businesses or startups.

Reason for choosing Salesforce Customer360

Due to its breadth of functionalities, scalability, integration with third party applications.

Speranza

Marketing and Advertising, 11-50 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2023

BEST VALUE CORPORATE CRM

I liked it a lot and it was easy to learn to manage it according to my needs, to take advantage of them and save me time.

PROS

It is a CRM, quite complete and professional, easy to understand for anyone and what I liked the most is the tools with which you can help yourself so that you do not forget a task and remind you of them.

CONS

Disadvantages, definitely not customizing or adjusting it according to the tasks that each person performs.

Reasons for switching to Salesforce Customer360

The company of which I am a collaborator has decided to change, the exact reasons I do not know.

Anonymous

11-50 employees

Used weekly for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed December 2023

Sales Cloud by Salesforce is a Sales Professional’s best friend!

Overall, my experience with salesforce sales cloud was great. The company provides a lot of essential tools for sales professionals. Although the platform is expensive, If you’re looking to scale your sales team, this platform is very helpful.

PROS

I would say both the pipeline feature and contact management were my two favourite features. In sales, being able to relay accurate data and potential sales during company meetings/money huddles are key in predicting company sustainability and growth. Having my pipeline right in front of me made me feel very confident when reporting to my Sales Manager. The contact management side of Salesforce was also excellent. Being able to keep a clean and organized database of contacts is very helpful. I also liked how we are able to review messages and history with each contact.

CONS

I would say some of the sales hub knowledge material was a little out dated from time to time. This might be a bit picky, as most of the content was good.

User Profile

Natalia

Verified reviewer

Information Technology and Services, 10,000+ employees

Used daily for more than 2 years

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2023

Helps as a company create good commercial strategies

It allows you to have real-time reports on each specific client without being expensive. In my organization, I required a system capable of grouping and sectioning each client to know their interests and offer them the best.

PROS

I like it because it allows the monitoring of each client individually, so that when creating strategies this solution works as an organizer, manager and organizer for better business processes, I like it because it is not complicated to manage so in financial areas and marketing is positioned as a profitable and sustainable alternative for companies

CONS

I have no problems regarding the work procedures in which the employment has been reliable and safe.

User Profile

Lizandro

Verified reviewer

Program Development, 501-1,000 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Great for sales and management

It is great! Overall the main tools I used daily were awesome and always found new ways to play with them and use them to my job better. Just some minor glitches.

PROS

The main features like the pipeline management and division. All the data of your lead on the main page without having to go in to your lead. The ability to have tabs within the tabs for an easier experience having multiple leads open.

CONS

That the task you set up for reminders or calls was not working 40% of the time. 10% of the time the leads did not go off your pipeline after calling them or when you remove them.

Eugene

Food Production, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Manage your Sales Process with Ease

Overall it is an excellent product to manage the sales process. My experience was positive and I would definitely recommend it to others.

PROS

The best part is the ability to manage assign and track the entire sales process even with sales teams spread all over the country without having to manage a server in house.

CONS

The learning curve is a little steep for Salesforce in general, however the Salesforce help sections, training material, and robust user community make solving problems and getting answers to questions pretty easy.

Anonymous

51-200 employees

Used weekly for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

How to matur a young sales team

If it weren't for Salesforce Cloud, My team would have taken months longer to ramp up and mature. From the get-go we used the pipeline tools to see and manage our efforts and quickly saw what efforts had the most impact. This gave us the ability to be more dynamic from campaign to campaign making strategic decisions on the fly and in allocating budget.

PROS

From the day it was "turned on," I was able to use tools to train, mentor, and mature my sales team. Visual tools and reporting were incredibly helpful to a team that was learning and growing.

CONS

The cost and customizations required sometimes can be a lot but when done properly, those customizations are worth their weight in gold.

Anonymous

11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Salesforce Review

I think this is a great product if you have a large database of clients. Huge benefit is easy access to information, easily search anything. Being able to call and email by clicking on contact info makes things faster.

PROS

I liked how easily you could pull up customers' information and find what you needed.

CONS

The layout is not the cleanest. I would like to see it be less cluttered.

Andrew

Civic & Social Organization, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Salesforce: a useful tool for non profits of all sizes

We have really enjoyed using sales force. Having one system to monitor all of our important engagement data is a huge plus. In the past i've worked at non profits that employ a different system for every type of metric, so instead of everything being in one place, you have to login to multiple sites and it takes alot more of my time to gather all the information needed to successfully target a fundraising campaign. This frees up my time to work on more important day to day operations and not have to spend so much time in the office gathering data from different places and putting it together manually.

PROS

My favorite parts of salesforce have to be having a central database where we can store all of our information regarding engagements. From clients, to donors, to volunteers, and even board members. We use it to keep track of all types of information and it allows us to target specific "high value" donors who are more likely to donate based on previous donation history. It makes it very easy for us with just a few clicks to see all the information we need to successfully run a fundraising campaign and get it to the right people.

CONS

It could be a little more intuitive, this may be a byproduct of having so many features. Sometimes it is a little difficult to navigate for people who aren't as familiar with salesforce. Sometimes we get volunteers that prefer to volunteer by assisting with admin tasks. Sometimes we run into issues where generally tech saavy people have trouble navigating and using some of the features in sales force. Again this is probably because it has so many features that are very indepth, not necessarily a bad thing.

Kevin

Consumer Goods, 201-500 employees

Used daily for more than 2 years

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

OVERALL RATING:

4

EASE OF USE

2

FUNCTIONALITY

4

Reviewed October 2023

Salesforce Sales Cloud Review

Overall after the learning phase, the experience was pleasant and I enjoy using Salesforce Sales Cloud.

PROS

The two things I liked the most about Salesforce Sales Cloud is the ease of use and integration with other apps. Both options are helpful with my daily tasks.

CONS

The initial process of learning Salesforce Sales Cloud was a difficult issue and took longer than expected.

Destiny

Consumer Services, 501-1,000 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Salesforce Sales Cloud

You get what you pay for, as I usually say, and Salesforce is no exception. It's a significant investment to integrate Salesforce into your software stack, but it will most likely pay for itself. Salesforce is quite powerful for automation and data collection. It is the best CRM I have ever used because I can add various sections (objects), fields, reports, and rules in a matter of minutes.

PROS

The best part of Salesforce Sales Cloud is the ability to manage and monitor everyday operations inside each account. It makes it possible to stay up to date on ongoing actions and guarantees regular, thorough visibility into each account's development.

CONS

The mobile application is excellent and really helpful, however I don't like how expensive this platform is. I've had a positive overall experience with this platform.

Amanda

Hospitality, 1,001-5,000 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

My experience

This product is a game-changer, offering a unique blend of innovation and functionality. Its sleek design and cutting-edge features make it stand out in a crowded market. Users will appreciate its versatility and user-friendly interface, but there's an air of mystery surrounding its full potential. While some may find its performance impressive, others might feel it falls short of expectations. Overall, it's a curious addition to the realm of consumer goods, leaving users intrigued and eager to explore its capabilities further.

PROS

How one piece of information flows to others & connects

CONS

Difficult to get comfortable with, but once you are it's amazing.

Faith

Education Management, 51-200 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2023

My salesforce Experience

Its a great tool to centralise customer information and avoid repetitive tasks.

PROS

It is a comprehensive customer relationship management solution that incorporates the different function of the business like sales marketing and customer service. I loved that it simplifies the management of customer interactions at different levels.

CONS

Initially it can be difficult for new users who do not have any knowledge about the platform. Some learning or training might need to be undertaken to navigate the platform effectively.

Anonymous

10,000+ employees

Used daily for less than 2 years

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

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed October 2023

Enhance your Business Development with Salesforce Sales Cloud

As a system engineer, I'm working on a Supply chain management project for our client and there our team is working on Salesforce Sales Cloud and It is well suited for our project's requirements. It maintains and perform analytics on the database related to material management, dispatches, payments for our client.

PROS

The Best feature it offers is customization, This cloud fits for everyone's need starting from micro enterprise to large scale industries. It is well integrated with other platforms to perform analytics, real time monitoring. It offers User friendly UI

CONS

Data optimization needed to avoid extra cost of data and Training modules should be provided for new users.

Daniel

Utilities, 5,001-10,000 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2023

Great and modern system

The system is vastly superior to other alternative platforms. The system is sleek and very user friendly.

PROS

The fresh look and integration to link to other system is a nice touch. The font layout and design is very useful for everyday use. Nice to see the system evolve in the right way over the years of use.

CONS

There can be occasions when the system is slow to use or encounters errors in time this has got much better and the overall experience has got better month on month.

Mikayla

Non-Profit Organization Management, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Great product

Very pleased! We like the system and plan to continue to develop it to fit our needs

PROS

I love the ability to customize features for my particular work. It’s truly a system that’s been built for us

CONS

It’s definitely not the most inexpensive product on the market. I believe it to be worth the cost but it is pricey.

Meghann

Retail, 1 employee

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Great Program for Management

Overall Salesforce has been one of my favorite programs to use both as an employee and now an owner.

PROS

I love it's efficacy and ease of use for the end user.

CONS

Occasionally it's too much like social media with the comments and less like a team working together.

David

Retail, 201-500 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Easy to operate and learn salesforce!

My experience was great, fast and easy.

PROS

Sales force is incredibly easy to learn and manage everything right in front of you without having multiple products to keep track.

CONS

I cant say there is anything I don't like. Its that easy to use.

Brigita

Information Technology and Services, 51-200 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed November 2023

Great CRM for all your business needs

Overall, it's a great CRM, that integrates with so many other tools, and allows you to have 1 source of truth for all business operations and data.

PROS

It's so robust and makes it easy to navigate for your contacts to accounts to leads & so on! Very customizable, and is able to handle the unique sales processes at our organization smoothly.

CONS

The look and feel sometimes is too monotone, but that's a minor concern.

Melissa

Information Services, 11-50 employees

Used daily for less than 12 months

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

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2023

Me Salesforce Experience

My overall experience is quite good. Its well organised and a bit confusing at first but once you got the hang of it its a great way to work with your data and store it. I think depending on what business, it can be of great use.

PROS

I like that once you understand how to use it, it basically falls into place... everything makes sense. You just need to get the hang of it and once you have that its pretty easy to understand.

CONS

The set up..in the beginning. It just didn't make much sense to me but as i mentioned, once you get it, its pretty easy

Shiori

Real Estate, 51-200 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Sales force review

Great, I also use hubspot but prefer Salesforce much more. Hubspot is too complicated and not user friendly.

PROS

My favorite part about about Salesforce as a manager is the activity status of where I can see how many calls were taken. I also love that you can connect it to other platforms.

CONS

Duplicate leads, causes issues amongst employees .

Kate

Chemicals, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Perfect for lead management

It has been a major factor in helping us improve productivity and efficiently.

PROS

Salesforce sales cloud assists us in tracking sales opportunities, case management, market campaigns and many more.

CONS

It's bit expensive compared to others and could do with more integrations.

kaan

Construction, 10,000+ employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Salesforce Analytics are amazing

Having worked in sales for over 10 years I can confidently say that Salesforce has been nothing short of amazing. It's transformed the way I do my job!

PROS

Salesforce's analytics and reporting tools are a invaluable to me, Ican gain valuable insights into my sales performance over the years, quarter and month and identify opportunities.

CONS

occasional lags and slow loading times, particularly when dealing with large datasets

Showing 1 - 25 of 45 Reviews