Salesforce

Salesforce Reviews

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Ratings and Reviews
(1-25 of 39)

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Todd Duclos | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Forecasting and customer facing and management level reporting
  • Account Management and contact management with full rollup capability
  • Digital Marketing (Email, Websites, Sales Tools, Campaign Management, Event Management, Product Management and Allocations)
  • Supply Chain Management
  • Customer Service Ticket Tracking and Workflow
Kyle Dugger | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Sales team needs to find leads in their areas and see what previous contact has been made
  • Client needs to contact a member of the Sales or Service departments for supply requests
  • Need to track Client interactions with both Sales and Service teams on a detailed basis
Samantha Safin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • We track our sales directors' activities to see what works and what doesn't, as well as to mark milestones in our sales process. Since we have three different teams that could be working with a prospect at any given time, the visibility to those milestones is important.
  • We use Salesforce's customization to design different user interfaces and objects for different types of accounts - prospect vs client. The ability to create multiple apps and objects helps us to more clearly define records for each role.
  • As contacts and leads age, or as we determine that we are not a good fit for a prospect, we use Salesforce to bucket those accounts and contacts, so that we can market to them directly based on their needs. It helps us to better target specific groups with our marketing, even though we do not use the marketing automation features.
Matt Judice | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Organization across the entire company, so all notes and details are in one place where everyone can see them
  • Customer service capacity, we can have customer service in all sorts of locations and maintain the same level of support
  • Sales, no more cold calls, you know what last person called and talked about so you can form a pitch that gets the job done with out wasting time
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Logging contacts for key accounts in our company
  • Being able to extract email addresses of prospects and accounts to broadcast important announcements or promotional material
  • Keeping track of leads so as to prevent more than one rep calling on a similar account.
Bonnie Hilory | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Creation of a donor-centered culture- being able to have shared intelligence with all staff, about what our contributors are interested in or what they like is invaluable. One system, one place to look.
  • Improved customer service- with a queue so the right staff member is responding and the right tone is being sent.
  • No more silos-
  • working together is invaluable. Very important. Seeing what is being accomplished and what the challenges are is amazing. Chatter deployment can be very helpful.
  • Standard Operating Procedure (SOP's) workflow
  • Analytics with our visitors
  • Knowing who are repeat visitors means we can have a deeper conversation. Perhaps a membership is a better fit. Or they might like some of the events coming up? Or to get our newsletter.
  • Reports, dashboards can be very helpful when developed with the staff.
  • Feedback. Surveys, Polls, so helpful to hear what people need and want. Salesforce can improve our ability to listen.
  • Innovation- I like seeing what else staff are asking for and wanting. This helps with adoption and also transfers to "we". Can we do this...? Love it...
Vijay Gadigeppa, PMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • We use Salesforce in a fairly standard way. The primary use is around sales opportunity forecasting. We have multiple franchise businesses that manage their own P&Ls and each of them uses Salesforce to managing opportunity forecasting. These forecasts then get rolled up at the corporate level.
  • Individual sales managers can manage sales pipelines and have visibility into deal details like whether or not a product demo has been given, tracking follow-up calls, deal progress, etc.
  • Marketing analysts are also managing which leads get entered in the system and a lead qualification process. We use Pardot for marketing automation, but have not yet integrated Pardot with Salesforce which means that we do not have a very clear picture of lead sourcing effectiveness.
  • The product is also used to track the installed base.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Opportunity tracking to know what revenue to expect each month
  • Activity tracking - used by every department to improve transparency when you have multiple departments touching the same company
  • Lead tracking - this provides transparency for other departments to see into marketing's efforts. It also lets marketing know if the sales department is following up on leads.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • We support three primary processes via Salesforce: sales CRM, support cases, and lightweight marketing/emailing for the sales team.
  • CRM: Opportunity tracking; territory management; detailed information about accounts and deals. This is where sales people or Account Managers go for account information.
  • On the support side its simply case management. Opening cases, escalating cases, appending support contracts, etc. The Service Cloud is not a great tool for handling support cases. Not a good support tool. They have tried to build workflows and everything from scratch but it doesn't really work that well.
  • Marketing lite: Inside sales reps use Salesforce for Outlook. This provides them with automatic syncing between Outlook and Salesforce for email and appointment tracking. It provides basic email templates, but is clearly not a real marketing automation system like Eloqua or Marketo.

Salesforce Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
78%
7.8
Customer data management / contact management (173)
83%
8.3
Workflow management (165)
78%
7.8
Territory management (135)
77%
7.7
Opportunity management (170)
83%
8.3
Integration with email client (e.g., Outlook or Gmail) (157)
72%
7.2
Contract management (130)
77%
7.7
Quote & order management (124)
76%
7.6
Interaction tracking (145)
80%
8.0
Channel / partner relationship management (116)
78%
7.8
Customer Service & Support (3)
85%
8.5
Case management (57)
90%
9.0
Call center management (43)
84%
8.4
Help desk management (47)
83%
8.3
Marketing Automation (2)
78%
7.8
Lead management (158)
80%
8.0
Email marketing (132)
76%
7.6
CRM Project Management (3)
74%
7.4
Task management (147)
75%
7.5
Billing and invoicing management (37)
67%
6.7
Reporting (109)
81%
8.1
CRM Reporting & Analytics (3)
83%
8.3
Forecasting (147)
81%
8.1
Pipeline visualization (162)
83%
8.3
Customizable reports (168)
85%
8.5
Customization (4)
81%
8.1
Custom fields (161)
83%
8.3
Custom objects (153)
83%
8.3
Scripting environment (116)
78%
7.8
API for custom integration (133)
80%
8.0
Security (2)
86%
8.6
Single sign-on capability (133)
84%
8.4
Role-based user permissions (123)
87%
8.7
Social CRM (2)
76%
7.6
Social data (105)
75%
7.5
Social engagement (104)
76%
7.6
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation (139)
76%
7.6
Compensation management (89)
74%
7.4
Platform (1)
77%
7.7
Mobile access (147)
77%
7.7

What is 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. 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.

Salesforce Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

Salesforce Screenshots

Salesforce CRM - More than just a contacts database, Salesforce CRM is your centralized repository of customer information in the cloud.Salesforce Dashboards - Advanced reporting for Sales Executives, Sales Managers, or Service Managers allows you to keep a pulse on customer acquisition and satisfaction.Force.com Platform - More than a CRM or Service Application, Salesforce is a full cloud-based development environment supported by a rich ecosystem of integrated third-party application providers.

Salesforce Video

Salesforce Integrations

Salesforce Competitors

Salesforce Pricing

Starting Price: $25

More Pricing Information

SaaS Editions Pricing
Pricing DetailsTerms
Essentials$25.00Per User/Per Month
Professional$75.00Per User/Per Month
Enterprise$150.00Per User/Per Month
Unlimited$300.00Per user/Per month

Salesforce Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

How much does Salesforce cost?

Salesforce starts at $25.

What is Salesforce's best feature?

Reviewers rate Case management highest, with a score of 9.

Who uses Salesforce?

The most common users of Salesforce are from Mid-size Companies and the Computer Software industry.