Likelihood to Recommend
It was not a good experience. Nothing was as advertised, from the user experience to the security of purchase. The address book was not able to be converted from the Leads module and the maps feature wasn’t able to connect from Leads. The mobile version has a lot of bugs and isn’t very functional. They have a tutorial, yet [I think they] aren’t proactive in distributing it to new users. Their focus is on sales. And it’s not a very salable product in my opinion. The worst aspect of this company is that they aren’t risk free. If you purchase a year software and decide after a few weeks it simply isn’t for your company, there are no refunds. I had to initiate a chargeback with my bank after being told that “unfortunately, due to the terms and conditions...” No customer wants to hear that. [I feel] they tried to bully me into keeping their software. There are far too many options in 2021 for CRM to be forced into one, especially one so difficult to use. When I asked about a feature that I needed, I was told, “Perhaps later this year...” Not what I need if I’m paying good money for a software. Their sales VP wouldn’t call me when I requested a call after being denied a refund. When I went through their main website again after my experience with Maximizer, I [felt] that everything they advertise is not in line with the product they put out. They say that there’s a free trial available. Not the truth [in my experience]. This maybe would have been a good CRM in say, 1999. [I think] it’s antiquated and didn’t serve the needs of my business. I used well-known CRM previously and didn’t find Maximizer to be better than the free version of that one. There was a disconnect in usage that wasn’t able to be overcome by myself or my employees in several weeks of trials.
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Salesforce is great for any business that is building to scale YoY; even with a very low spend amount you can get so much out of the tool and really tailor it to your liking. Any business that's GTM strategy includes a dedicated Sales team and Marketing team should utilize Salesforce in some capacity. However, Salesforce can work for small businesses, but the marketplace has became so fragmented with easy to use industry specific CRMs that are lightweight and built for an exact purpose. The downside to Salesforce is the initial lift and to configure it how you want it....it's not the most difficult thing out there, but it definitely takes time and thought, typically more than a smaller business owner would be willing to put it for a business with sub 15 employees or so
Read full review Pros Shared Calendar Customer Service cases Common database of customer information Read full review Customer Relationship Management is made so much easier by using Salesforce. I love the ability to move between customer contacts easily and to chatter with my other teammates. It’s so beneficial to have more industry data and to store it in Salesforce. From comparing my customers, I can make better recommendations as to what practices will be most beneficial and productive for them to use. I love the integrations that I can use with Salesforce. It will document the communication I’ve had between customer contacts. It also documents tasks for me to complete regarding their implementations. I find it so easy to navigate to find good data. In Salesforce I can also see the files and contractual agreements customers signed, and I love that it’s easy to find in their profiles. It’s helpful because sometimes my coworkers do not add the files to the google drive folders we use for storing customer facility data, so this is a great backup resource. Read full review Cons Handling large data. Maximizer needs to improve on this. Add additional user-friendly shortcuts for the most frequently used functions in the web version. There is no mark for deletion option. They need to provide a way to delete without physically deleting records. Read full review The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization Read full review Likelihood to Renew
We are heavily entrenched in Maximizer and trying to pull our data out and into another CRM, with the same amount of customization and workflow would take a lot of effort.
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There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Read full review Usability
The CRM didn’t have the capability I expected
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Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
Read full review Reliability and Availability
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Read full review Performance
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure Read full review Support Rating
The support staff are very knowledgeable and competent. Never really had an issue with them not knowing what they are doing.
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The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
Read full review In-Person Training
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business Read full review Online Training
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this Read full review Implementation Rating
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Read full review Alternatives Considered
We chose to go with
Microsoft Dynamics CRM
over Maximizer because of the customization and marketing options that were associated with Dynamics. The ease of use with Maximizer, however, was far better than that of Microsoft Dynamics.
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Act CRM by Xperience
previously. Salesforce is way more robust and intuitive and meets the needs of an enterprise company with enterprise clients way more effectively. I don't think there is another CRM in the market with the overall functionality and usability that can complete with the Salesforce platform for someone in my role.
Read full review Contract Terms and Pricing Model
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
Read full review Scalability
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Read full review Professional Services
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
Read full review Return on Investment It allows us to maximize our service billing It is easy to generate service quotes It is easy to follow up on leads. Read full review It requires a lot of time to manage but does a good job keeping everything in one place Managers! Quit having sales professionals create spreadsheets and reports ad hoc. The information is in SFDC. Build a report so you can get it yourself. If used properly and not restricted and overmanaged, SFDC will provide huge ROI Read full review ScreenShots Maximizer CRM Screenshots