Reviews (1-25 of 230)
We have developed and utilize a CPQ system built upon the standard Salesforce quoting system, but with features custom developed to account for our unique billing structure.
- Data Integrity
- Base Simplicity of UI
- Mapping / Visualization of Data - most Salesforce or even vendor based mapping is not good. We'd love to map a lot of data we use, but the available tools are slow or are completely overwhelmed by this task
- Email Marketing - we'd like to have custom email blasts based upon records in salesforce, but the current ability of Salesforce/Pardot is limited to user generated, not system generated content (which we'd prefer)
- Visualforce - could be simplified like much else in SF platform
- Sales area and customer profile mapping and management
- Customizability, it can fit your company through your needs and your current functionalities
- Heavy to load on the run, while on the field with not so fast internet connection
- Too many options and features, it could hide what you don't have the need to add/use to make the interface cleaner
- It's great for a company's first CRM.
- It's excellent for managing clients of all different sizes/needs.
- It could be overly complex at times for relatively simple clients.
- The technical support issues may be difficult to handle.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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 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.
- Due to the nature of Salesforce, it is highly customizable. You can build out the platform to create any number of fields and manage data in a way that is effective to your organization.
- There is an app that you can download that makes it simple to take the data on the go. There have been many times where I have to look up some information and have no access to a computer.
- Creating reports and dashboards with my data helps me visualize the progress we have made so far. It also lets me send reports to various stakeholders that are pulling the information I need automatically.
- Although Salesforce is highly customizable it requires knowing extensive knowledge about the database and the way it functions. This means we had to hire consultants to create a framework for us that we could then use. It means we also retain someone as consultants throughout the year for changes because we cannot afford to have a full-time staff member who knows the ins and outs of the database.
- The same can be said for generating reports. It took me a few months to really understand how to generate the reports I was looking for. It requires knowing a bit about the way fields are connected and working from there. I've learned that practice is key. Additionally, we had our consultants teach some staff how to pull reports as well.
- I primarily use Salesforce to track donor information. Since it is not specifically a donor management database there are some features that are missing that I know other platforms do have. For example, I can't batch upload acknowledgment letters to certain donation records as you can in Raisers Edge, etc.
- 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.
- Much more modern feel than it's predecessor.
- Allows you to quickly update many contacts at a time.
- Very robust reporting functionality.
- It could be more clear in how to customize specific pieces of reports & dashboards.
- So much functionality that goes unused due to not knowing it exists.
- With so many options to customize, sometimes it just gets too "busy".
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