Salesforce Reviews

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Score 8.3 out of 100

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Reviews (1-25 of 230)

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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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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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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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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John Chavez | TrustRadius Reviewer
November 13, 2019

For the professional CRM

Score 10 out of 10
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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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Anonymous | TrustRadius Reviewer
October 12, 2019

How Salesforce Transformed Us

Score 10 out of 10
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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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Matthew Bernstein | TrustRadius Reviewer
September 25, 2019

Salesforce is great!

Score 9 out of 10
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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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Josh Soucy | TrustRadius Reviewer
June 24, 2019

Salesforce Lightning Strikes Daily in Our Organization

Score 7 out of 10
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Likelihood to Recommend

Salesforce Lightning is very well suited for B2B companies who engage in complex sales processes, have many sales people and need to track activity, and for companies that do high volume sales.

Salesforce Lightning is less appropriate for B2Bs who do limited transactions and whose transactions are mostly custom in nature.
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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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Tiffany Tuft | TrustRadius Reviewer
May 03, 2019

Business Team Communication Improves Account Management

Score 10 out of 10
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Likelihood to Recommend

Salesforce Lightning is well suited for identifying the next best steps to take with an account when managing follow up and onsite visits. It allows follow up on account management to flow efficiently and makes it easy to plan travel balances and travel calendar boards. Some information is not accurate and this is probably internal training and updating.
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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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Anonymous | TrustRadius Reviewer
April 11, 2019

Data management made (kind of) simple!

Score 7 out of 10
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Likelihood to Recommend

Salesforce is well suited for organizations that manage a lot of data and want to keep it well organized via the Cloud. When I have to send large amounts of letter to donors, I can easily download reports for the data and then use a mail merge to create all of those letters. It would be less appropriate for organizations that don't manage a large amount of data.
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Anonymous | TrustRadius Reviewer
August 01, 2019

Salesforce is a sales booster

Score 8 out of 10
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Likelihood to Recommend

Salesforce continues to surprise me with its ability and agility to combine different information in one user-friendly interface. Salesforce has helped when working with customers, as you can have all previous transactions, financial records, and customer data in one place. However, I wish Salesforce would send data back to our ERP and BI. It would be nice to have a way to record information on spending payments or missing invoices and transmit them directly to accounting for immediate reaction.
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Anonymous | TrustRadius Reviewer
June 20, 2019

Salesforce Lightning is the update Salesforce Legacy needed!

Score 9 out of 10
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Likelihood to Recommend

If you are scaling a sales organization quickly, Salesforce Lightning Platform is a must have. It's intuitive for the basics, it allows an org to stay on the same page, and provides the data needed to make decisions and close deals. Unless you're running a brick & mortar retail store, Salesforce is a good choice.
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Feature Scorecard Summary

Customer data management / contact management (131)
8.9
Workflow management (125)
8.2
Territory management (101)
8.1
Opportunity management (129)
8.8
Integration with email client (e.g., Outlook or Gmail) (122)
8.2
Contract management (100)
8.2
Quote & order management (94)
7.8
Interaction tracking (110)
8.6
Channel / partner relationship management (87)
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)
8.0
Task management (113)
8.4
Billing and invoicing management (37)
6.7
Reporting (72)
8.8
Forecasting (112)
8.4
Pipeline visualization (124)
8.9
Customizable reports (127)
9.0
Custom fields (124)
8.7
Custom objects (119)
8.8
Scripting environment (88)
8.3
API for custom integration (102)
8.7
Single sign-on capability (98)
8.8
Role-based user permissions (83)
8.9
Social data (84)
8.1
Social engagement (83)
7.9
Marketing automation (109)
8.5
Compensation management (71)
8.2
Mobile access (115)
7.8

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

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

Salesforce Competitors

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