Salesforce

Salesforce Reviews

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Ratings and Reviews
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Vijay Gadigeppa, PMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Business processes: We configured the product to conform to our internal business processes. For example, every account needs to be touched by a rep within a certain time window. If there is no activity after that time has elapsed, a flag is set that alerts the rep to contact the account. Similarly, flags are set at various points in the opportunity sales cycle to drive regular action after certain time periods elapse.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Salesforce.com has tremendous capabilities and some of that is accessible and usable for simple tasks such as contact management. But to use it for a growing business and have it be at the heart of your reporting systems, you will need to configure the objects, create fields, automate workflows, customize forecasting, build security levels, and configure reporting etc.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We have built visual force pages that allow you to group things beyond native capabilities. We have built custom triggers to overcome system limitations e.g. if you close an opportunity it can only do certain things – the custom trigger allows you to do 15 things, e.g. send emails, create account etc. We have built custom reporting features in the system. We needed an in-house developer when we reached 300 employees. Previously we were using outside help. If you can find someone who does systems administration and development early on that would be best. We had one, but they ended up leaving. They were a senior system developer.
October 25, 2012

Love the AppExchange.

Score 9 out of 10
Vetted Review
Verified User
Review Source
We have customized the portal but not our overall instance. Additionally, when we brought in Appirio/Financial Force (for Professional Services Automation – time tracking etc.), there was a lot of work required to accommodate it. This required some Apex code. We have done no customization for support specifically. We have added simple things like pick lists which are click customizations/configurations, but no Apex code.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We have built out entire sales process in Salesforce.com defining workflow from lead to closed opportunity. We have automated status changes and automatic field populations. We have used a lot of drop down dependent pick lists. We have a few custom objects and plan to add more and more. We have done some Apex coding for triggers – used a 3rd party for that. We have not done Visual Force customizations. We do not have an in-house resource that can code in Apex or Visual Force.

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)
84%
8.4
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.