Likelihood to Recommend
Salesforce is so customizable that I can't think of situations where you couldn't configure the tool to do what you need. If Salesforce hasn't developed the capability itself, there is a marketplace where anyone else can develop and upload their solution for others to use as well. Also, due to Salesforce's success and size, almost every other app/software that you can think of has or is working on an integration with Salesforce. So if you need to use a different tool for a certain function, you can more likely than not still integrate it with Salesforce to enhance value.
Read full review
I would stay away from this company. Not sure why the change, but over the past 2 years literally every level of the organization from tech support through to the CEO has shown complete lack of responsiveness, concern or interest in solving their most loyal client's most basic problems. Their incompetence finally drove us to cancel our accounts after over 10 years with them.
Read full review Pros Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting. Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes. Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization. Read full review SR will email, text or call your appointments as many times or as few as you want to remind them of their appointments with you. * Ours are set to 2 days before and 2 hours before the appointment. You can set up SR to recall patients and remind them they need to schedule an appointment if they have not been seen in your office. * When we first turned this on we had to set the recurrence WAY out because we received so many appointments we became booked 4 months out. It is now set to every 12 months. This one saves you money on the cost of postcards and stamps not to mention the time it takes your staff to put them all together. Group Messages are the BEST! This enables your office staff to notify patients for a whole day or week about a closing, delay or any changes in your schedule with one quick email instead of someone having to take home a print-out and make these calls from home. Read full review Cons 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 Landline versus mobile and email. If a patient has a landline and an email or a landline and a mobile number it automatically eliminates the landline confirmation. Some of our eldery patients don't like or know how to text but they have a cellphone. I have a multitude of patients I still have to make a confirmation phone call to because SR won't send a landline call because they have a mobile number. Newsletter editing. Wish it was a little easier to edit. That being said I do love the overall selection and use of Newsletters. Read full review Likelihood to Renew
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
We save too much time with Solution Reach to turn back now.
Read full review Usability
I'm a Millenial and more tech savvy, so learning this tool is more intuitive and I don't mind learning the ins and outs of the product. It can be cumbersome when permissions or new rules by our admins get enacted, that can cause disruptions in our workflows and annoyances. Overall, the usability is fine, and helps in my day to day more than causes disruptions
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 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
Because I am all about customer service and they are right on it!
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
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
Solutionreach, in my opinion, is more user-friendly. They are also very quick to offer a helping hand in areas that might stump us. I also love that unlike
when we were using it Solutionreach is always on top of things. If for some reason our server has an issue and they don't receive the upload they need with our information someone is on the phone calling me to let me know. This is not the case with all software systems most don't inform you, you have to call for help when you notice that it hasn't uploaded with the data. This could put you weeks behind on your correspondence.
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 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 Increased revenue from appointments that may have been missed had they not received a confirmation or reminder call about an appointment. Able to fill that spot with someone else... Keeps our physicians in the forefront of the patients minds when thinking about healthcare for their child. We take pride in being a part of a family in assisting them with the care of their children. So birthday reminders and fun flyers or newsletters allow us to stay connected. Read full review ScreenShots