Reviews (1-25 of 227)
- Customer profile management.
- Ability to track pipeline and opportunity creation.
- List views to see customers based on specific parameters.
- List duplication and editing are sometimes difficult.
- There are sometimes issues with dashboards and how information is displayed.
- Exporting of documents sometimes does not translate to Excel, Word, etc.
- Customizability. It is built to cater to just about any CRM need.
- Integrations. Everything integrates with Salesforce.
- Robust. It's like the Hulk of CRMs.
- Workflows. If you have too many workflows on the same object, it doesn't seem to be able to handle them all. Every now and then, some just don't work.
- Complex. It is not an easy system to get going.
- Partner solution. It is not a great PRM tool.
- It's not built for ABM. They way the lead and contact and account objects work, it's just not great for ABM. There are certainly ways around it, but it is built on a lead-based marketing and sales mentality. In today's B2B world, this is archaic. The top-down strategy of ABM is just the way to go.
- Security cases are used to address customer security questions.
- Customer account sales tracking - easy to monitor and improve our processes.
- Support tickets - our main use, used to address customer problems.
- Better search - it is quite difficult to find exactly what you’re looking for based on a simple search.
- Faster load times - can be slow and glitchy at times.
- More options for security cases - the unique options such as a drop-down box are not too flexible.
- Salesforce handles searches extremely well. Many users have described it as Google for all your work stuff. The trick is to get all of your data onto the platform, but once that is done the magic of its relational database becomes invaluable.
- Development on the Salesforce platform is very painless and easy to implement. The learning curve is not steep and the coding requirements are minimal. Their motto is "clicks not code" and that becomes very evident once you start using it.
- The adaptability of the platform to any business and any aspect of the business makes it a no-brainer if you can afford the licensing costs. Once you realize that its powers go beyond CRM then the sky is the limit, assuming you can afford the licensing. But the benefits far outweigh the costs.
- Anyone will tell you that it's expensive, and that is true. However, like many things in life, there are things to go cheap on and things worth spending the money on. It really is the Cadillac of cloud platforms.
- Salesforce keeps pushing their Lightning experience platform, and while it is faster it is also missing some of the features still only available in classic mode. They need to do a better job of addressing those missing features, as no customer should lose features when upgrading to a newer version of anything.
- I wish they would hold Dreamforce in different cities. It's such a great conference but sometimes making it out to San Francisco is difficult at best.
- Account sharing among agents is a very good thing, no customer is left behind when their usual agent is not at work.
- The default workflow is very easy to follow with the chevron design.
- Access control and management are very user-friendly.
- The new Lightning Experience is not as clear to use as Classic. Basic functions like logging in should not be a challenge. This can be changed without going back to classic.
- The notes section on the leads could have the private checkbox on the same page as opposed to finding it in another menu.
- The certification tutorials do not really show a clear carrier path. It seems all are relevant for the same certification but are they really?
- Great for client relationship management.
- Lots of customization and can be custom tailored to your exact needs.
- UI is well laid out and easy to use and understand.
- Vast array of 3rd party integrations.
- Technical support is not too great if you don't splurge on developer support.
- When your contract ends constant hassling with sales increases.
- Can tend to have performance issues and be slow to load.
- The reporting tools are easy to use and publish
- The business can see all the accounts easily
- The reps can easily use the platform and get paid based the business they bring in. It motivates them to do more business.
- Survey on Salesforce can be free integration provided in the tool itself
- Multi level picklist is a pain to maintain
- A central location for all of our information.
- Offers the ability to create and arrange dashboards to track metrics.
- Offers the ability to run meaningful reports.
- Loading times can be quite slow.
- When I am trying to edit information, it often takes a while to load the edit screen and a long time to save it when I'm done editing.
- There are a lot of cluttered views.
I can't really think of many scenarios where it is not appropriate, as there appears to be a lot of choices in terms of levels of functionality, so you could tailor it to different situations.
- We can create our own report pulls depending on the specific data we want, and filter them as needed.
- We can create forms that are easily used by others to enter data into the system.
- Access can have multiple layers and they are easy to set up.
- Not everyone knows how to code with HTML, so this can be challenging depending on who's having to use it.
- If a member forgets their password, it's not always easily retrievable.
- Going back to edit data doesn't always get logged.
- Track sales opportunities.
- Give complete information to Salesforce when they visit customers.
- Allows finance to see the forecast of the year.
- Still some problems in interface with SAP.
- Missing approval steps for sensitive information.
- Chatter is not as user friendly as other instant messengers.
- Integrates well with other tools like JIRA.
- One stop shop as a CRM by managing all queries at one place.
- Triggers emails and notifications once a communication is received or case status changes (notifications can be configured.)
- The report section - should be able to create tabular (multiple) report tables, in a dashboard.
- I have got pretty much used to it. so nothing else in particular.
- Tracks funnel progress with prospects
- Records all historical activity within accounts and for prospects
- Integrates really well with other platforms like LinkedIn Sales Navigator, Marketo, Zoom info, etc.
- Some features can be redundant if not tailored correctly by the salesforce admin
- Can sometimes be painful to close a deal quickly when too many fields are required to be filled out
- Many integration points can also cause an increase in bugs
Salesforce Lightning is less appropriate for B2Bs who do limited transactions and whose transactions are mostly custom in nature.
- User-friendly platform.
- Great search functionality, can easily search by email, name, phone number, etc.
- A great option to include comments and notify other users.
- While it is user-friendly for the basics, it is trickier to figure out how to build out new categories.
- It is tricky to configure pre-recorded voicemails.
- The call dashboard could be more user-friendly.
- There are graphs that are created based on my data.
- The information I input is stored in an organized matter.
- There are options for every piece of data I would like to input.
- My dashboard is locked and I can't view it most times.
- Nothing else!
- Account management communication.
- Triggering automated tasks.
- Ease of locating account details and information.
- Push more relevant details when following an account.
- Some notifications are not timed properly. This probably has more to do with internal programming.
- User permissions by our organization are too locked down which makes updating contact and customer information less accurate.
- The Salesforce App Cloud keeps track of so much different information, and lets me keep organized with all of our different customers.
- I am able to run all kinds of different reports that show various demographics of my customers to help in figuring out different marketing approaches.
- There is a huge help network that you have easy access to when trying to use features that I am unfamiliar with.
- The email extension from Salesforce is fantastic. It shows you when people open your emails and other data about the email.
- Some of the features that are in the cloud app are very hard to use and take a lot of work to figure them out.
- The email extension frequently logs out by itself and I have to continuously log back in.
- I wish there was a feature so that you could sync a Google contacts account to the Salesforce App Cloud.
- MANY options - ability to customize it to our specific problems, and even create custom consoles and views that are most helpful for our team,
- VERY reliable. Have yet to have any crashes or losses of data,
- Customizable - so far most issues that we have had have been things that have options to improve and fix. Its a very moldable software.
- Number of clicking
- Too many windows opening - gets a bit jumbled
- Reports are far too difficult to customize. Not intuitive
- The organized views quickly break down the records, no matter how large, into easily digestible pieces.
- The links to other pages inside Salesforce Lightning are easy and quick to use.
- The details available are precise.
- The link to Sales Dialer could be more seamless.
- New users seem to be overwhelmed learning the system's details.
- By providing our sales team with real-time metrics we're better able to know what's working.
- Having an organized place to keep track of leads and understand where those leads are coming from then putting them in campaigns based on the data we organized from Salesforce is invaluable.
- I love the fact that Salesforce is in the cloud and provides access from anywhere.
- It's easy to manage a team through dashboards and analytics that can help us hit our goals.
- We've worked hard to understand what's going to close sales, so we've developed reports from Salesforce that put us in a stronger position to make better business decisions.
- At times Salesforce has so much data that it can take a long time to load.
- If you don't have the right metrics in place then Salesforce will be providing data that may be fluff that doesn't help you make the better business decisions.
- Constantly revising the contacts within Salesforce is very difficult. Pulling in a mass number of leads is very simple, however, to edit and keep tabs on all those can be a tedious process.
- There's a slight learning curve with the Salesforce App.
- Great way to manage accounts
- Great way to see previous account activity on accounts
- Great way to track opportunities and deals in an account
- UI can be a little confusing as opposed to old version
- Overall, Salesforce can be challenging to navigate if you're a new user
Salesforce Scorecard Summary
Feature Scorecard Summary
Salesforce is a web-based CRM application that enables users to forecast revenues and track leads. It is a leading sales, service, and marketing app. Salesforce.com's Sales (CRM), Service, Platform and Marketing applications are designed to help companies connect with customers, partners, and employees in entirely new ways. According to the vendor, on average, reps using Salesforce see: a +29% increase in sales from greater visibility, +34% increase in sales productivity, and +42% increase in forecast accuracy.
- Has featureFree Trial Available?Yes
- Does not have featureFree or Freemium Version Available?No
- Does not have featurePremium Consulting/Integration Services Available?No
- Entry-level set up fee?No
Salesforce Technical Details