Salesforce

Salesforce

Customer Verified
Top Rated
Score 8.2 out of 10
Top Rated
Salesforce.com

Overview

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,...
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Recent Reviews

Force of Sales.

9 out of 10
January 26, 2023
This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These …
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Industry standard CRM

10 out of 10
May 31, 2022
We use Salesforce as our CRM. Our sales reps are the main users. We have a few people in ops who work on the admin side of things. Our …
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great CRM tool!

9 out of 10
December 30, 2021
we use Salesforce.com as our CRM database to manage customer relationships/engagements and keep track of their activities with our …
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Salesforce-Review

9 out of 10
December 28, 2021
Used it for major ticket logging systems by end-users. There are so many small features that make your life so easy. The UI is really …
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Great reports!

9 out of 10
December 24, 2021
We use Salesforce as a CRM for service cases, to track wholesale accounts, and to manage D2C leads. We also rely heavily on reporting to …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Opportunity management (183)
    8.0
    80%
  • Customer data management / contact management (187)
    7.9
    79%
  • Customizable reports (183)
    7.9
    79%
  • Workflow management (179)
    7.7
    77%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

4 videos

User Review: Salesforce Makes Organizing & Managing a Growing Company's Pipeline Effortless
04:17
User Review: SalesForce Proves To Be a Critical Tool In Managing Customer Outreach
05:26
User Review: SalesForce Stretches It's Capabilities For Individual Business Needs
05:40
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Pricing

View all pricing

Essentials

$25.00

Cloud
Per User/Per Month

Professional

$75.00

Cloud
Per User/Per Month

Enterprise

$150.00

Cloud
Per User/Per Month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.salesforce.com/form/sem/sal…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $25 per month
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Product Demos

How to Create Reports With SalesForce
07:41
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Features

Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

7.6Avg 7.9

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.6Avg 7.8

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.6Avg 7.9

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.3Avg 7.8

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.7Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.9Avg 7.8

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.2Avg 8.5

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.7Avg 7.5

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.7Avg 7.4

Platform

7.8Avg 7.6
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Product Details

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

Screenshot of Salesforce CRM - More than just a contacts database, Salesforce CRM is your centralized repository of customer information in the cloud.Screenshot of Salesforce Dashboards - Advanced reporting for Sales Executives, Sales Managers, or Service Managers allows you to keep a pulse on customer acquisition and satisfaction.Screenshot of 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 is a popular CRM tool, and one of it's most notable features is report creation. New users may have a hard time creating these reports, though, so we walk you through the process step by step.

Salesforce Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Salesforce starts at $25.

Borneosoft, ClinchPad, and RedHorse CRM are common alternatives for Salesforce.

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

The most common users of Salesforce are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
Score 10 out of 10
Vetted Review
Verified User
  • It makes Sales, Marketing & Services Automation so much easier. The ability to customize Salesforce according to our business needs and to get that done in a shorter time-span is the key difference.
  • I can't think of anything. It has its tentacles spread across almost all functions in an enterprise and proves to be a very efficient tool, if used properly.
  • One area where they could invest more and extend the functionality would be to incorporate a completely native CPQ (Configure / Price / Quote), tool that can leverage the existing functionality of the platform.
They are the market leaders in this space. Other companies like Oracle, SAP are trying to catch up. But Salesforce is far ahead in the race and have not stopped innovating. When you choose to implement Salesforce, pay utmost attention to the business process and ensure if you are following best practices. Just because Data integrity is everything. Make sure you have provisions made in Salesforce to ensure clean data. Taking some time and doing it right the first time, saves a lot.
  • No. of Opportunities converted in Salesforce
  • Time to market
  • Change Management - Release cycle time
  • Effort spent on changes
I think SugarCRM and MSDynamics were on the shortlist. There were some sponsors within the company for those systems. But, Salesforce won the race hands down. Others were nowhere near to what Salesforce had at that time.
400
Sales, Marketing, Support, Professional Services, Engineering, Legal & Finance
2
Salesforce Developer/Administrator/Business Analyst
  • CRM for Sales & Marketing (New Business Development, Account Management, Email Marketing, Campaign Management, Channel Marketing etc.), Customer Support, Professional Services Management.
Salesforce is a bigger part of our ecosystem and has been the most reliable & efficient system by far.
We switched from Lotus notes.
  • Professional services company
  • Don't know
It was implemented before my time in this company. In the previous company, it was by a professional services company.
I can speak about the experiences I had with the previous company. The company and the professional services firm rushed into implementation, and as a result there were tons and tons of duplicates in the system. Data migration was a mess. We had to refrain from using some of the core functionality of Salesforce until we got the data cleaned up. Without clean data, any system is useless.
  • Online training
  • Self-taught
It gives us everything we need.
Depends on the individual taking the training. Self-taught worked for me and I'll recommend that approach to individuals who can benefit from that approach.
No
It's part of the service offering for the Unlimited edition plan we are in.
They are very prompt in reaching out to you when you file a case. Almost all the time, the person reaching out to you solves the issues. This shows how their support model is structured.
It's very user intuitive. Most of the things I learned in Salesforce , I learned by exploring the system, I had very little need for help & training.
Salesforce does a great job with their scheduled maintenance. I have not faced any downtime at all.
For a SaaS provider, I'd rate their performance to be one of the best. At times, reporting tends to slow down if the data set is very large, which is the case in any system. But, that's a very rare phenomenon.
  • Sage Saleslogix
  • BigMachines
  • Echosign
  • Netsuite
  • Boulderlogic
  • LMS
There's a considerable amount of effort that had gone into and still going into integrating some systems. But there are enough tools in the market to successfully facilitate that integration. As far as the depth of integration is concerned, the integration will address standard objects like Accounts, Contacts, Opportunities etc. and may be some custom objects in Salesforce. It's a massive project to integrate systems. But most of the challenges lies at the process level and not the technical feasibility.
  • Yes
No
Not part of the negotiation in this company.
Score 9 out of 10
Vetted Review
Verified User
  • Salesforce is best at Contact management for sales, marketing and customer support. These functions are pretty much out-of-the-box. It can be easily adapted (customized) to implement many different business processes and controls such as employee onboarding, project management and implementation, customer surveys, defect tracking, and billing, to name a few.
  • Out of the box email communication functionality is a weakness. Salesforce is not a mass email tool so notifying more than 250 customers in one batch or more than 1000 in a day is not done natively. Salesforce has said that they are improving their basic email service in future releases.
Salesforce is very willing to work directly with their customers and to suggest best of breed, qualified third party consulting companies to assist in initial implementation or enhancements. Try to keep the platform as native as possible and try to choose third party apps that use as much native functionality as possible. This will ensure better response times and fewer errors.
  • Through customization we are able to lower our time to resolution in the customer support environment and increase our sales opportunities in the sales environment.
750
Sales, Customer Support, Billing, Employee Onboarding, Knowledge Management, Contract Management, Customer Surveys, Campaign Marketing, and Project Management and Implementation.
7
Database Administrators, Apex and Visualforce developers, Salesforce Admin and Systems analysts.
  • Sales, Customer Support, Billing, Employee Onboarding, Knowledge Management, Contract Management, Customer Surveys, Campaign Marketing, and Project Management and Implementation.
Salesforce continues to improve the capabilities of it's platform through Apex and Visualforce as well as broaden its standard offering.
Started with Salesforce
  • Implemented in-house
  • Professional services company
We utilized an internal implementation team as well as external Consulting companies.
Check your Consultants out before they start an implementation project. Be sure they have actually done at least several successful implementations in the areas you are asking them to implement. Check references for their strengths and weaknesses. Clearly define the scope of the project and hold regular weekly meetings to make sure both sides are adhering to that scope.
  • In-person training
We utilized a Train-the-Trainer model and then our Internal Training organization took over. Salesforce has excellent on-line training and many certified business partners who offer training and certification.
Yes
We get immediate response and access to faster resolution through Tier 2 and 3 escalations.
Premier Support at Salesforce starts at Tier 2. We find that they are more knowledgeable and more willing to research issues.
Very fast page responses and search capability. Open API allows integration of most applications keeping the users inside the app.
Over the past five years we have only experienced one actual downtime whereby the service was unavailable for several hours.
99.9% of the time the page turns are <1-2 seconds. Search is extremely fast even though we have over 50gb of data.
  • We integrate with many internal Sequel Server based applications and a data warehouse.
Our integration touches over a dozen external applications which were enhanced using a third party integration software by our DB team.
  • Oracle
Yes
No special terms.
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