Salesforce Reviews

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Score 8.3 out of 100

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Reviews (1-25 of 227)

Matthew Bernstein profile photo
September 25, 2019

Salesforce is great!

Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce has been a great resource for my organization. It is being used across the whole organization as a way to streamline and solidify our customer relationship management needs, making it extremely simple to track and monitor deals throughout the entire sales process. It is a great way to involve other departments, such as marketing and operations, on status updates on deals.
  • 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.
Salesforce is best suited to be used by a sales organization that is looking to collaborate across multiple departments. For example, if a Sales Team is looking to involve marketing, operations, production, inventory, and customer support, consolidating all of the information in one place on Salesforce is a great way to keep everyone involved.
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Parker O'Very profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce is our primary CRM and system of record for sales and marketing. We use it to manage our prospect and customer relations, marketing campaigns, reporting, and more.
  • 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.
For CRM needs, Salesforce is just at the top of the charts. It's spendy, but it meets just about every need you can possibly have.
Read Parker O'Very's full review
Renaud Renvoye profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning is a great CRM tool with a user-friendly interface. It's being used by sales, sales ops, and marketing. We use it across the company to have good visibility of each opportunity. This helps management get good forecasting and make educated decisions. Regarding business problems, I think Salesforce Lightning can be overwhelming since there are so many tabs and integrations. Most of the time, it is time consuming to find the information needed.
  • User-friendly.
  • Streamlining and visibility.
  • Intuitive.
  • Overwhelming at times.
  • Hidden information.
  • Hard to fine-tune.
Salesforce Lightning is well suited for the typical sales process where you can track from scratch the first email/cold call to the very end of the process getting the PO. It is an easy way for management to see progress in each opportunity. Scenarios, where it's less suited, would be when relevant information is needed, as it is usually hard to find the right info and takes many different clicks to get to the info instead of having right from the main opportunity page.
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John Chavez profile photo
November 13, 2019

For the professional CRM

Score 10 out of 10
Vetted Review
Verified User
Review Source
Our company uses for our CRM managers to track their performance around their clients. tracks everything from the client information to the transactions that occur with each individual employee. We also use this as part of our HCM suite because it helps with our bonus structure. We also use the training portal for instructional designers.
  • Very easy to learn and operate
  • Easy to integrate with a variety of systems
  • Plenty of online training
  • It has so many features that although easy to learn does have a fairly steep curve. software excels in any organization that has multiple CRM that have a lot of clients. software pools information very quickly from a variety of resources while at the same time keeping you up to date. has plenty of notifications that will make sure that you can set your appointments with your clients without fail and even advise you on key points that you needed to discuss with them.
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Siddique Chaudhry, CCSK profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce to allow our customers to create help support cases and have it act as our customer resource management (CRM). Salesforce is used to track potential customers, see the price point, all customer interactions, project timelines and much more. It is quite a versatile tool used to track our customer’s success.
  • 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.
It is a great CRM tool that provides quick and efficient capabilities for customer success tracking. Salesforce is for organizations looking to implement a tool that can detect customer issues, security requests, project timelines, resource use, profile information for internal and external personnel, and much more. It is super flexible.
Read Siddique Chaudhry, CCSK's full review
No photo available
Score 10 out of 10
Vetted Review
Verified User
Review Source
We started by using Salesforce in just a couple of departments independently. It worked so well that now we are expanding it to every aspect of the business and moving to a consolidated single instance model to reap the benefits of a single source of data and a platform that is consistent across the company.
  • 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.
Salesforce is well suited to be the main cloud platform in use by all aspects of a company, from sales to support. If you go all in and get rid of your legacy systems, and move all of your data to a single cloud platform, the transformation will do wonders for your company. On the other hand, if you only use it for one department or one aspect, you'll never really see what the platform can really do.
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No photo available
November 18, 2019

The best CRM Platform

Score 9 out of 10
Vetted Review
Verified User
Review Source is used to manage leads data and agent tracking information to help understand our customers. We collect leads data through a number of programs, and then using our customized applications within Salesforce, we qualify leads into different categories based on the results from a needs analysis. With these findings, we make the recommendation of the services and products we match them with.
  • 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?
Salesforce is well suited for a one-stop online and offline business solution for managing client relations and also selling products without face to face meetings. The use of Salesforce can meet all the needs of the business without the need for plugins and or other services external as Salesforce has really put great effort into making it full cloud solution for businesses.
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No photo available
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use within our organization as our CRM. We also utilize as a store for our clients' information to enable us to better support and serve our customers and their billing needs. We utilize the reporting and storage capabilities to store our customers' information. The security features that SF offers are one of the key selling points and also being HIPAA compliant.
  • 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.
Salesforce is great for any organization that's from mid to enterprise level. Salesforce is less appropriate for organizations that are in the SMB area since it can get expensive.
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No photo available
September 26, 2019

Excellent CRM tool

Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce is being used across the business and organization. We are growing our footprint of the usage everyday. The sales cloud is widely used. We also use the service cloud. It gives one place for the business directors and VPs to have a snapshot of the sales and opportunities and the growth of the business.
  • 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
I look at Salesforce from an integration developer perspective. We have multiple ways to use SOQL and at least 2 ways to insert and delete records. The bulk feature is easy to use and helps us upsert up to millions of records without hassle. It is hard to maintain accounts when there are multiple levels of them.
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No photo available
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use SF across multiple departments, but not all. It's used at our central location for all of our customer and opportunity information - it's particularly useful for managing the communication about accounts between the Business Development team, Sales team, and the Customer Success team. Having a central location for it all is particularly useful because we are all spread between 4 different buildings in 3 countries.
  • 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.
It is well suited for sharing information across multiple groups in multiple countries/continents. It would be better if there were easier ways to use the chat and commenting functions.
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.
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No photo available
Score 8 out of 10
Vetted Review
Verified User
Review Source
It's being used for our customer service data and helps us gather insights, send reports to the field, and categorize information.
  • 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.
It's perfect for the call center taking down information. It's less appropriate to use for back and forth conversations.
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Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce is being used across the whole organization with partners, customer, sales, and marketing. We use it to input our leads and opportunities. As well, making sure that pipeline data is put into a dashboard with each campaign being associated with a specific lead.
  • Organize data.
  • Showcase data visually that makes sense to a wide audience.
  • Allows for collaboration.
  • UI is a little old and clunky.
  • Needs a better knowledge base.
  • Mostly, the UI needs updating.
Salesforce is absolutely well suited for every organization that needs to organize all the information they have regarding their customers and leads.
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Score 8 out of 10
Vetted Review
Verified User
Review Source
Salesforce is a unique interface that allows us to have finance, sales, supply chain, and strategy information in one click. It's very fast for us to track all the improvements done in sales, and we have a clear view of the forecasts and we can see all business opportunities in short, medium and long term.
  • 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.
Salesforce continues to surprise me with its ability and agility to combine different information in one user-friendly interface. Salesforce has helped when working with customers, as you can have all previous transactions, financial records, and customer data in one place. However, I wish Salesforce would send data back to our ERP and BI. It would be nice to have a way to record information on spending payments or missing invoices and transmit them directly to accounting for immediate reaction.
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No photo available
November 01, 2019

Salesforce is the best!

Score 7 out of 10
Vetted Review
Verified User
Review Source
We're using Salesforce across several departments—sales, marketing, customer success, valuation team, etc. We are using it to store all of our customers data and to record interactions with customers.
  • Reporting
  • Pipeline management
  • Internal communication
  • Down time/slowness
Well suited for sales teams.
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No photo available
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce is being used across our organization. The business problem it adresses is to communicate with customers and raises cases to our internal departments and team members for effective communication. It has made our life simpler by having all communications at one place. Tagging team members is easy and efficient and saves time.
  • 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.
Anyone who has to collaborate with customers and internal teams - should go for it.
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Josh Soucy profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning is used as our CRM for our entire organization, gets daily use from everyone in sales, tracks revenue for our financial team and data for our operations and analytics teams. It allows all of our sales team to track progress on individual prospects and accounts. It's a record keeping machine that allows everyone to see what stage of the funnel each account is at while also tracking historical progress within accounts. It's good for identifying trends, both good and bad, and providing data that can alter the way we prospect in the future.
  • 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 very well suited for B2B companies who engage in complex sales processes, have many sales people and need to track activity, and for companies that do high volume sales.

Salesforce Lightning is less appropriate for B2Bs who do limited transactions and whose transactions are mostly custom in nature.
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Marisa J. Levy profile photo
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce Lightning across the company, however, the Sales team uses it the most. I use it to communicate customer leads to our Sales team, and include the customer's note. This allows our Sales team to contact the potential lead with details like where they are hoping to build a house or perform a fix/flip project. Additionally, the Sales team can then provide information about how hot the lead is, or if the borrower is even qualified in the first place. It saves a lot of time having the information available to everyone.
  • 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.
The Salesforce Lightning platform is perfect for small & large businesses. It may not be as appropriate if there is a lot of talks that needs to happen between sales agents.
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Carly Leigeber profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
This platform is a fantastic tool to hold all of the information I need to document about the high school students I work with. There are options for every piece of data + more! I can easily organize everything in a concise way and it's overall very easy to navigate.
  • 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.
  • Expensive.
  • My dashboard is locked and I can't view it most times.
  • Nothing else!
It is very useful in a nonprofit setting when working with students.
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Tiffany Tuft profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning is used by our whole organization to connect field and office employees and communicate more effectively on account management. The software automates tasks in order to flow our business cycle for onsite training visits and account oversight by success management in between visits. Our teams are able to share documents and communication with accounts between visits and support phone calls.
  • 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.
Salesforce Lightning is well suited for identifying the next best steps to take with an account when managing follow up and onsite visits. It allows follow up on account management to flow efficiently and makes it easy to plan travel balances and travel calendar boards. Some information is not accurate and this is probably internal training and updating.
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Tyler Grudowski profile photo
Score 7 out of 10
Vetted Review
Verified User
Review Source
The Salesforce App Cloud is such a fantastic tool for managing your customers. I have actually used it for two separate jobs, both currently as well as back in college in the Undergraduate Admissions Office as a student ambassador. It is extremely helpful in keeping track of all your customers and their contact information.
  • 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.
The Salesforce App Cloud is a fantastic tool for a department such as marketing and Human Resources. It also could be useful for educational purposes, such as a recruitment office for a university. Any time you need to keep track of interested parties and their demographics, the Salesforce App Cloud is definitely the way to go.
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Andrew McClean profile photo
Score 6 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce Lightning within my company predominantly for pipeline management, campaign, and marketing management, calendar keeping, and task recording for efficiency. Our outreach workers each work a specific pipeline of individuals in order to connect with them and have them come into initial appointments. It is being used by two apartments - Outreach and Service team. The main problem is tracking prospect progress, and being a database for our outreach teams.
  • 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
I would recommend it to a person wanting to get really technical about their pipeline management. If you are interested in specializing all types of different consoles and spending a lot of time and energy to customize the software - this is for you. If you do not want to do that, and you would like a software that is pretty easy to work with right out the gate - I would suggest that you use a different product.
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Jewemars Christian Riano profile photo
February 14, 2019

SalesForce is a force

Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Could is being used by our Relationship Managers as an initiative to make our process and business more digital, allowing them to have access to clients accounts within reach via their mobile phones, tablets and laptops. It is being used also as a source of data caring and marketing tool for potential clients, being widely used in our customer engagement group department for our beloved customers.
  • Relation Management.
  • Marketing.
  • Statistics.
  • Data loader function.
  • Duplication of accounts sometimes.
  • Missing files.
  • Difficult to find files.
It is well suited because our company is highly engaged in customer service with our clients. In the banking sector, it is important to have the details you need for your client if they ask and if a potential client can be on-boarded to our services and products. It also suits our business because it gives a bigger view of the organization in terms of the customer relationship. Top management can have a bird's eye view of what's happening in the organization using this platform.
Read Jewemars Christian Riano's full review
Bill Boykin profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce Lightning to keep all of our accounts accurately represented across the full spectrum of sales, account maintenance, collections, and everything in between. It allows us to quickly access the records we need in a way that cuts through all the extraneous information which isn't needed. We are able to communicate across departments and to attach the documents needed for legal purposes. It seamlessly works with other programs such as Outlook and DocuSign. The number of details and the speed with which one can get to is impressive on both fronts.
  • 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.
It works on all levels of account management. It allows all departments to communicate through the system and to be aware of what each department is doing. In an environment where speed and details are key, Salesforce Lightning is a powerful tool for success.
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Kevin Knudsen profile photo
Score 9 out of 10
Vetted Review
Verified User
Review Source
When it comes to our organization, being able to have metrics and track those metrics is vital to the life of the business. When it comes down to understanding what's going on within the sales organization, we need to have a constant vision of where we are and where we're going. Salesforce has really provided that for our team. We need to be able to accurately forecast based on previous performance. The other part of Salesforce that has been crucial for us is the organizing of leads and accounts. Because we're able to easily view and retrieve information, we are better prepared to make informed business decisions.
  • 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.
If you have specific metrics you're looking to measure this tool is for you. When it comes to a sales organization there's no tool better fit to help propel that organization towards their goals. This solution really has an all-encompassing platform designed with salespeople in mind. I can also see where it's helpful from a marketing standpoint in providing pipeline generated and leads generated. From a financial standpoint, I see some weaknesses in reporting simply due to the limitations to dive deep into all the costs associated with certain clients.
Read Kevin Knudsen's full review
Gary Kawamura profile photo
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce Lightning is the updated version of Salesforce. It is a great CRM that is used by sales and marketing to manage accounts, leads, and outbound prospecting activity. All of our activity is logged through Salesforce. I find the UI of Lightning both sometimes a little easier and sometimes a little more difficult to use than the previous version.
  • 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
I would say a business would have to have enough revenue to make SFDC make sense. There are free options like Hubspot who offer a free CRM. Some CRMs are more focused on specific types of businesses. One of the biggest strengths of Salesforce is its ability to scale from SMB to enterprise. For a very small business or mom and pop store, I don't think SFDC would be necessary.
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Feature Scorecard Summary

Customer data management / contact management (128)
Workflow management (122)
Territory management (99)
Opportunity management (126)
Integration with email client (e.g., Outlook or Gmail) (119)
Contract management (98)
Quote & order management (91)
Interaction tracking (107)
Channel / partner relationship management (86)
Case management (57)
Call center management (43)
Help desk management (47)
Lead management (116)
Email marketing (96)
Task management (110)
Billing and invoicing management (37)
Reporting (69)
Forecasting (110)
Pipeline visualization (121)
Customizable reports (124)
Custom fields (121)
Custom objects (116)
Scripting environment (85)
API for custom integration (99)
Single sign-on capability (96)
Role-based user permissions (80)
Social data (82)
Social engagement (81)
Marketing automation (106)
Compensation management (70)
Mobile access (112)

About Salesforce

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.'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.

Salesforce Features

Sales Force Automation Features
Has featureCustomer data management / contact management
Has featureWorkflow management
Has featureTerritory management
Has featureOpportunity management
Has featureIntegration with email client (e.g., Outlook or Gmail)
Has featureContract management
Has featureQuote & order management
Has featureInteraction tracking
Has featureChannel / partner relationship management
Customer Service & Support Features
Does not have featureCase management
Does not have featureCall center management
Does not have featureHelp desk management
Marketing Automation Features
Has featureLead management
Has featureEmail marketing
CRM Project Management Features
Has featureTask management
Does not have featureBilling and invoicing management
Has featureReporting
CRM Reporting & Analytics Features
Has featureForecasting
Has featurePipeline visualization
Has featureCustomizable reports
Customization Features
Has featureCustom fields
Has featureCustom objects
Has featureScripting environment
Has featureAPI for custom integration
Security Features
Has featureRole-based user permissions
Has featureSingle sign-on capability
Social CRM Features
Has featureSocial data
Has featureSocial engagement
Integrations with 3rd-party Software Features
Has featureMarketing automation
Has featureCompensation management
Platform Features
Has featureMobile access

Salesforce Screenshots

Salesforce Integrations

123FormBuilder (formerly 123ContactForm), Act-On Software, Agiloft Flexible Service Desk Suite, Ambassador, Artesian, Autopilot, Buddy Media, PROS Smart CPQ, Connect First Contact Center Solution, Demandbase, OneSpan Sign (formerly eSignLive), Ektron Web Content Management System (Discontinued), Oracle Eloqua, CX Social, eTrigue DemandCenter, SalesGenius, Genoo, HubSpot, InsightSquared Sales Analytics, LeadLife, LoopFuse (discontinued), Mavenlink, Adobe Campaign, Net-Results, Oktopost, Pardot, Aprimo, Unbounce, Woopra, Yesware, Zuora, ActiveDEMAND, Lead Liaison Lead Management Automation, Planyo Online Booking System, HG Focus, Aventri (formerly etouches), Makesbridge, Phonedeck, Mautic Marketing Automation, Zoho Creator, Celoxis, HRMSSoft, FieldService360, ReportMiner, Centerprise Data Integrator, LeadBase, ServiceTrade, CallidusCloud CPQ, CallidusCloud CLM, CallidusCloud Sales Enablement, Interactions Digital Roots (formerly ENGAGE), Blacklight, Acquia Platform, Right On Interactive, SnapEngage, Boingnet, Sage Intacct, Allocadia, Projector PSA, Oracle Responsys, Wrike, MindTouch, Fathom Connect, Fathom Analytics, Fathom Q, Fathom Customer Care, Paperless Proposal, AWeber, QuoteWerks, Mycroft Assistant, SmartSearch Document Management,, SendinBlue, Quick Base, Lead Only

Salesforce Competitors


  • 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

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No