Salesforce Reviews

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Score 8.3 out of 100

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Reviews (1-25 of 243)

Jeff Fralick | TrustRadius Reviewer
March 06, 2020

Salesforce.com - great tool, but not for all organizations

Score 7 out of 10
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Verified User
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Likelihood to Recommend

I'd be likely to recommend Salesforce to anyone who has time or resources to develop the system to meet their needs - or to hire that out to another firm. Salesforce is a HUGE tool that comes as a blank slate. and not appropriate for any firm that cannot have a near full time support person or developer.

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Stéfano Bellote | TrustRadius Reviewer
February 26, 2020

A great CRM solution for your company to elevate sales and relationships!

Score 8 out of 10
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Verified User
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Likelihood to Recommend

It's a great CRM for any company with lots of customer relations and a need for detailed account management, it can really help the daily work making important information easy to visualize and help planning scouting, customer visits, tasks, objectives, and pretty much meeting every need of your account. It lacks a more intuitive interface, easier to use and operate, and also lighter - while on the field with poor internet connection it's really hard to do things on the app. A offline operation which synced with online data when connection is available, for example, would fix most problems I had on my daily use.
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Nick Flory | TrustRadius Reviewer
February 24, 2020

Salesforce: Salesperson's Best Friend

Score 10 out of 10
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Likelihood to Recommend

It is the best CRM on the market. If you do not think so, go try out Dynamics... you will race back to Salesforce. Salesforce is great for marketing, sales, finance, & support teams. It is the best place to have a single source of truth about your clients. Use this to discover, develop, support, & maintain your customer base!!
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Anonymous | TrustRadius Reviewer
July 19, 2020

Salesforce Review

Score 7 out of 10
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Verified User
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Likelihood to Recommend

Very useful to log information in a single place. Information can vary in type from website links and phone numbers, to written descriptions and sales call notes. Appropriate for any sales org. Suited for tracking information, as you can lock fields, adding to accountability. Good for tracking metrics and generating reports.
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Anonymous | TrustRadius Reviewer
February 22, 2020

Great Product!

Score 6 out of 10
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Likelihood to Recommend

I am in a business where I am always trying to gather new business from clients or even other companies. With this tool in place, I can do that with ease now, and it also has helped my business in general as a whole. It's not meant for everyone, but I recommend everyone try it
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Anonymous | TrustRadius Reviewer
February 13, 2020

Salesforce in the Workplace

Score 8 out of 10
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Likelihood to Recommend

Although there are many things I would like Salesforce to do better, we wouldn't be able to function as a sales organization without it. It keeps us organized and compliant on the information we have. It also gives us access to prior information that past reps have used as well as the many integrations.
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Anonymous | TrustRadius Reviewer
February 11, 2020

with the help of Salesforce

Score 8 out of 10
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Likelihood to Recommend

Salesforce offers great analytics and reporting functions. It is a great tool to expand our overall productivity. We love using this software for tracking data, and I like that it provides accurate reports so we can make better decisions based on the reports we get. It is used across most of our organizations.
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Jake Tully | TrustRadius Reviewer
January 30, 2020

Sales, Account Managers, and the Rest Can Meet At SalesForce

Score 8 out of 10
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Likelihood to Recommend

SalesForce has been incredibly helpful as a major, central platform for managing sales leads, managing overall accounts, and managing expansion within a company. When account managers and salespeople need to be speaking the same language about the particulars of clients, it's absolutely essential to use a CRM like SalesForce.com so that all parties are included. When dealing with many clients of different sizes and needs, this type of program could not be more helpful.
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Bryan Parry | TrustRadius Reviewer
December 03, 2019

Younger but growing branch of Salesforce's suite of products!

Score 9 out of 10
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Likelihood to Recommend

Best use case is for use by Sales: you can track leads and monitor activity done to close those deals. You can correlate activities to success metrics to form a Sales playbook. It serves us well as a system of record for our Sales and constitutes our source of truth for Sales as well as active customers.
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Christopher Frometa | TrustRadius Reviewer
November 07, 2019

Super convenient way to manage my leads

Score 9 out of 10
Vetted Review
Verified User
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Likelihood to Recommend

It is well suited in sales environments for sure. When going through sales you need somewhere to manage all of your leads. Besides just managing them and having tasks, it does a good job of having integrations not only to Talk Desk but other apps that help create contracts, call recordings, etc. The way it logs each step of the way in terms of status used to track leads makes it really easy to figure out hot and cold leads as well.
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Matthew Bernstein | TrustRadius Reviewer
September 25, 2019

Salesforce is great!

Score 9 out of 10
Vetted Review
Verified User
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Likelihood to Recommend

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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Renaud Renvoye | TrustRadius Reviewer
August 14, 2019

Clearly a leading CRM in the marketplace

Score 8 out of 10
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Likelihood to Recommend

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 | TrustRadius Reviewer
November 13, 2019

For the professional CRM

Score 10 out of 10
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Verified User
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Likelihood to Recommend

Salesforce.com software excels in any organization that has multiple CRM that have a lot of clients. Salesforce.com software pools information very quickly from a variety of resources while at the same time keeping you up to date. Salesforce.com 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 | TrustRadius Reviewer
September 27, 2019

Salesforce will help your sales team succeed!

Score 10 out of 10
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Likelihood to Recommend

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.
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Anonymous | TrustRadius Reviewer
October 12, 2019

How Salesforce Transformed Us

Score 10 out of 10
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Verified User
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Likelihood to Recommend

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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Anonymous | TrustRadius Reviewer
November 18, 2019

The best CRM Platform

Score 9 out of 10
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Likelihood to Recommend

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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Anonymous | TrustRadius Reviewer
September 26, 2019

Excellent CRM tool

Score 9 out of 10
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Likelihood to Recommend

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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Anonymous | TrustRadius Reviewer
September 17, 2019

Salesforce is a good tool for teams that are spread out across the world

Score 9 out of 10
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Likelihood to Recommend

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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Feature Scorecard Summary

Customer data management / contact management (132)
9.0
Workflow management (126)
8.1
Territory management (102)
8.1
Opportunity management (130)
8.7
Integration with email client (e.g., Outlook or Gmail) (123)
8.2
Contract management (100)
8.3
Quote & order management (95)
7.7
Interaction tracking (111)
8.6
Channel / partner relationship management (88)
8.0
Case management (57)
9.0
Call center management (43)
8.4
Help desk management (47)
8.3
Lead management (118)
8.2
Email marketing (99)
8.1
Task management (113)
8.4
Billing and invoicing management (37)
6.7
Reporting (72)
8.9
Forecasting (112)
8.5
Pipeline visualization (125)
8.9
Customizable reports (128)
9.1
Custom fields (124)
8.8
Custom objects (119)
8.8
Scripting environment (88)
8.3
API for custom integration (102)
8.8
Single sign-on capability (98)
8.8
Role-based user permissions (84)
8.8
Social data (84)
8.2
Social engagement (83)
8.0
Marketing automation (109)
8.5
Compensation management (71)
8.2
Mobile access (115)
7.9

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. 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
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

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

Salesforce Competitors

Borneosoft Payment Forms, ClinchPad, SAP CRM, RedHorse CRM, SalesExec, Sellf CRM, Second CRM, Zyprr Inc, Maximizer CRM, Claritysoft, NetSuite CRM+, WORK[etc], Keap (formerly Infusionsoft), Zoho

Pricing

  • 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