Likelihood to Recommend
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
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It is great for organizations who have complex data or large amounts of data. For an organization that has small amounts of data or very simple processes TRIRIGA might be too much. It can handle small data and processes but the costs of implementing and supporting might be greater than the reward that would be provided. It also has a lot of room to grow. You can utilize existing forms and business objects or you can custom build new ones to fit business needs.
Read full review Pros 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 Diverse categories of requests available Ability to be as descriptive as possible without character limit Ease of mass resource assignment for tasks Ease of mass maintenance task/request printing work orders Clean site layout that is easy to navigate 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 In order to get into the back end and manage spaces, there are too many "clicks" and pop up boxes to get to the area that is needed, which causes delays and confusions. It can be a bit slow when processing requests, pulling up maps. Trigia holds a lot of information, which is good but it could be easier to get to at times. 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 Usability
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.
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I give it this rating because it has more than one way to get to most forms but it can be hard to navigate if you don't know the terms TRIRIGA uses. Also being a new developer can bring up issues with not knowing exactly where certain things are found. The documentation doesn't help too much sometimes since the TRIRIGA community is pretty small.
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.
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In the almost 7 months I have been working on my current project there has been exactly one unplanned outage. This was in the QA environment during data migration and was caused by a workflow that was circular and self referencing which caused the processing JAVA memory to spike, not resolve and then crash the server.
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
TRIRIGA does a good job of this, being a server based web application it is like other web based systems so it's not as fast as a client server application or a local system but it is very consistent across locations and for different roles and employees. This does allow consistent use no matter where people are located. It also does a fair job of notifying the user when it is loading with the spinning circle or hour glass. The reports can get fairly complex but native TRIRIGA reports perform well even when they are complex. They can be a little slow if they are fetching 100's of 1000's of rows but this doesn't take more than 10 or so seconds. I have yet to write a native report that takes more than 20 seconds and that 20 second report is getting data from 4 BO's and nets over 130K rows.
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.
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The process does seem to take some time and has to go through a preset escalation process. IBM does a good job of communicating through the process, it just seems to take it's natural course.
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.
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Do research on the client processes and determine which modules need to be implemented and in which order they should be implemented in.
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.
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Much faster web based program with more category options and ease of mass batch printing.
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.
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TRIRIGA can be split into many servers and is easily scaled over multiple environments. TRIRIGA is also capable of being implemented on multiple operating systems and a wide range of environments with different database management systems. This makes it easy for clients to choose since they can choose vendors they have previous relationships with or are required to use for various reasons.
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 It's a positive and works well with the business. It doesn't "stand out" from competitors but has great potential if updates were establisthed. The pros outweigh the cons when using Tririga. Read full review ScreenShots