Salesforce Reviews

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Score 8.3 out of 100

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Reviews (1-25 of 289)

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July 30, 2021
Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce.com is well-suited for established organizations with a solid clientele roster and a dedicated Business Development and Account Team. I would not recommend Salesforce.com to small start ups as these organizations can get basic CRM functionality from free or much cheaper CRM platforms. But if a company is forecasted to grow, Salesforce.com is a great CRM to grow with. It is very customizable, but customizing the backend of the Salesforce.com CRM will require a Salesforce Administrator, someone with the experience to create the custom objects, etc., or a third-party consultancy to build the CRM to meet the unique business requirements.
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July 24, 2021
Jason Carlage | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

For large sales organizations the analytics and reporting must be so valuable that it overshadows the difficulty of the end user to use the product. I've used several CRM's that are simple to navigate, easy to use and much more forgiving in terms of being able to make a mistake and quickly learn how to correct it. [SalesForce.com] does not fit into that category. I've used it at two organizations now and had the same experience. I do like that it has a clean look and I like the visualization elements in terms of tracking to goal.
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June 30, 2021
Quentin Goin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

[Salesforce.com] does well tracking prospects, customers, opportunities, orders, etc. It is easy to add custom fields and create your own objects. It looks nice and users appreciate the usability.
It does not do as well when you need to customize permissions to many degrees or in great detail. If a methodology is not followed, troubleshooting permissions can be confusing.
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June 30, 2021
Tory Robinson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

[Salesforce.com] is suited for small, medium, and large organizations. My software company I work for is relatively small and Salesforce allows us to stay organized and track marketing as well as sales activity. Upper management can download reports to track how their sales colleagues are doing and ensure they're working hard. I use it to track marketing campaign activity to see what leads are the most engaged.
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June 22, 2021
Nichole Pelaez | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce is well suited for larger organizations that have a large sales department, or large customer-facing unit. If you require a lot of customer touchpoints then your organization can benefit from the complexities of asoftware like Salesforce. It helps manage the intricate details of customers to build lasting relationships and close deals. You can easily see all of the activity with clients if your team is doing a great job inputting the data. It is less appropriate for startups or solopreneurs since it can be time-consuming to manage all of the data input required to give you good output and make the tool useful and valuable. Having a team and managing the data together is what will make the difference of this tool helping or hindering your success.
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May 27, 2021
Kurt Johansen | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

In the Field Service package of Salesforce, the auto-routing of work order tickets is REAL nice, as well as the automations you can set up based on rules, to allow specific scheduling of specific types of calls to be automatically assigned to specific people is a huge time saver. Report automation (scheduled reports sent to specific people on specific days) is a real handy tool as well. As a DB Admin, instead of being asked every few days for data, I can schedule the report to be sent to someone without them asking me for it or me having to think about it anymore.

On the other hand; Those perks I stated about took almost 2 years to achieve, thousands of dollars and untold hours of time. The biggest lie of Salesforce touts is its 'ease of setup'. We have been using it for roughly 8 years and are so deeply indebted to its use, walking away from it means we spent 10's of thousands of dollars each year, for almost a decade, for nothing. They are not a peddler of CRM, they have institutionalized indentured servitude on the business level.
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May 24, 2021
Kelly Cokorudy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

[Salesforce.com] is built for a variety of businesses. Financial services, healthcare, and all the manufacturing companies can
implement this tool in their organization and it will equally benefit all.
For small organizations; [Salesforce.com] has much to display but the pricing policy
restricts it. It will help your team to discover new strategies for generating revenue.
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May 02, 2021
Daniel Cooper | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

[Salesforce.com] is well suited for creating campaigns, tracking clicks, cutting the sales cycle and automating the whole marketing process. Salesforce provides a full view of the customer, such as communication history, activity history, social mentions and so much more using contact management. It may not be appropriate for small businesses because of its price.
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April 30, 2021
Ben Johnson | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

It is really good for us but a lot of time and money has been put into getting to work as well as it does.
From what I have seen there is no way to integrate mapping. By that I mean, how far is x unit from y unit. If you are planning to visit x unit, you should also know there is another unit down the street. This would be great but I have not seen this as an option.

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April 14, 2021
Sebastian Pereira | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

I think that maybe it is too much for a small organization, where the cost can be a problem. But is really flexible through its API, so a balance needs to be made when weighing pros and cons.
Also, if you are thinking of extending the capabilities like us using its platform, be aware that Salesforce developers are not easy to find, and they are very costly. Consider an alternative or think about extending it outside the system.
It is well suited for mid to big companies that need to manage a sales team, territories, permissions at data level, etc. It is very configurable but can have a steep learning curve for some people, and it is very recommendable to have at least one team member certified in Salesforce Administration.
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July 13, 2021
Ron Toth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

It's basically impossible to be effective as a company without Salesforce. There are other competitors out there but honestly none that can hold a candle to salesforce. I would recommend to anyone - also - I would need to re-think working at a company that does not have salesforce yet as it's that important to the life of a salesperson.
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July 07, 2021
Vítor Hugo Pacheco | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce is an almost ready-to-use tool when we're talking about a B2B web-based business, the structure of leads, contracts and interactions is well designed for this purpose.

However, if you run a B2C "old fashioned" business it needs a lot of customization so your customer journey/roadmap is well designed.
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June 30, 2021
Bryan Goodyear | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce should be leveraged as a CRM tool, which is what it's best at! When you have quality data, growth leaders can leverage it to create white space mapping for accounts, hold pipeline reviews, and create financial forecasts based on pipeline data as an input. It can also be used to manage the movement of opportunities through sales stages. Salesforce is best used when enabling value-adding business processes, rather than just as an administrative or reporting tool.
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May 24, 2021
Theo Pillich | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce is instrumental for entering and accessing client account records and other information. It is the best CRM program on the market and it has helped to streamline everything from an account record perspective. Looking up contacts on accounts is extremely easy, as well as accessing other client/account information.
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May 18, 2021
Derek Biondi | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce is very well suited for SAAS companies where the majority, if not all, of their data exists in the digital realm. Salesforce is great for acting as a digital file cabinet and/or Rolodex. It's a place where we can easily store and access all sorts of prospect and client data which can be used for marketing, sales, or just general communication with our client base. It also allows us to keep track of things in that nature. For example, we utilize Salesforce to track sales calls and email efforts so we know who's doing what, who contacted whom when, and determine what team should be handling a certain prospect or territory.
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May 10, 2021
Kelly Ferriter | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

We really liked it for keeping track of appointments and keeping track of staff attending appointments and seeing how many calling they do hourly and daily, etc. It helps us to record progress as well. Some situations it doesn’t work well is if we have people on special projects so it does not show the productivity of that.
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May 06, 2021
Roberto Fabre | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce.com is perfect for any SMB company that needs to integrate with multiple third-party applications. It is definitely a must for any sort of big company or an enterprise company.

You shouldn't use Salesforce.com if you are a small business. Salesforce.com does offer some economical options, but to make the best of Salesforce.com, your company has to have the right size environment and complicated processes that need automation. There are even free CRM that are a good start.
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April 24, 2021
Megan Murray | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

If you want complete work flow and customer relationship management this is an amazing tool. It is a great tool regardless. But it isn't great if you don't use it. For some this could be overkill. I'm finding adaption to this very hard and it seems to hold me back from fully wanting to discover all its functions.
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July 22, 2021
Hans Hong | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Running CRM, customer flows, just about anything is excellent. But it is still not really purpose built in ways that could replace a legacy or more expansive ERP system like Oracle. For example, invoicing and billing modules could be built in SFDC but would require some very heavy modification, whereas applications like Oracle and SAP already have an out-of-the-box ability to just hit the ground running.
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June 08, 2021
Vrushali Raskar | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

You can work on customer-related data very smoothly as its response time is very high ([especially] if you have a good internet connection). You can manage customers' needs and develop what's best for your customers by managing dashboards. As it's widely used worldwide and it is having a big hold on the market you can get the support very promptly.
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May 12, 2021
Shefali Sharma | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

It is well suited if you are looking for a platform to manage your marketing and sales prospects and capture MQLs and SQLs and lead scoring and managing next steps in lead nurture.
Not well suited when looking to run particular campaigns or if you do not have skilled personnel who know how to work on it. It can be a complex experience at times.
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April 28, 2021
Kennedy Lunga | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Let's say you have a sales team and you want your consultants to reach daily targets, with Salesforce they will be assigned with Task that will monitor every step of progress each consultant is doing on the salesforce platforms. , it helps with Team Building and makes Organisations maximize their profit as Salesforce makes it efficient and time-saving when integrating data from customer data to a system for sales leads to potential long-lasting clients.
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July 18, 2021
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

We would highly recommend Salesforce.com to other organizations. They provide an excellent suite of services that help us accomplish a few key things within our company. The organization and ease of use is great in order to manage our client relationships -and it allows us to have everything we need to manage relationships in one easy to access location.
Read this authenticated review
June 14, 2021
Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Likelihood to Recommend

Salesforce likely isn't going to be your first CRM. However, if you have a Sales team and are looking for a more advanced and possibly customizable way to run your funnel from Sales to Customer Success, you can't go wrong with Salesforce. It truly is the industry standard.
Read this authenticated review

Feature Scorecard Summary

Customer data management / contact management (171)
8.3
Workflow management (163)
7.6
Territory management (133)
7.4
Opportunity management (166)
8.3
Integration with email client (e.g., Outlook or Gmail) (157)
7.1
Contract management (129)
7.5
Quote & order management (124)
7.5
Interaction tracking (143)
7.8
Channel / partner relationship management (115)
7.7
Case management (57)
9.0
Call center management (43)
8.4
Help desk management (47)
8.3
Lead management (154)
8.0
Email marketing (131)
7.4
Task management (145)
7.3
Billing and invoicing management (37)
6.7
Reporting (107)
8.1
Forecasting (145)
7.8
Pipeline visualization (160)
8.2
Customizable reports (165)
8.4
Custom fields (161)
8.2
Custom objects (153)
8.1
Scripting environment (116)
7.8
API for custom integration (132)
8.0
Single sign-on capability (131)
8.2
Role-based user permissions (119)
8.6
Social data (104)
7.2
Social engagement (103)
7.4
Marketing automation (138)
7.5
Compensation management (89)
7.3
Mobile access (145)
7.6

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

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

Marketing Automation Features

Has featureLead management
Has featureEmail marketing

CRM Project Management Features

Has featureTask 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 Video

Watch What if selling were smarter, and faster? Sales Cloud lets you focus on what matters most: your customer.

Salesforce Integrations

Act-On Software, Agiloft Flexible Service Desk Suite, Ambassador Referral Marketing Platform (discontinued), Artesian, Autopilot, Buddy Media, PROS Smart CPQ, Connect First Contact Center Solution, Demandbase, CX Social, eTrigue DemandCenter, SalesGenius, Genoo, HubSpot Marketing Hub, 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 (open source), Zoho Creator, Celoxis, HRMSSoft, FieldService360, ReportMiner, Astera Centerprise, LeadBase, ServiceTrade, CallidusCloud CPQ, CallidusCloud CLM, CallidusCloud Sales Enablement, Blacklight, Right On Interactive, SnapEngage, Boingnet, Sage Intacct, Allocadia, Projector PSA, Wrike, MindTouch, Fathom Connect, Fathom Analytics, Fathom Q, Fathom Customer Care, ClientPoint, AWeber, QuoteWerks, Mycroft Assistant, SmartSearch Document Management, Help.com, Sendinblue, Quickbase, Lead Only, Oracle CX Marketing (formerly Oracle Marketing Cloud), Acquia Digital Experience Platform, 123FormBuilder (formerly 123ContactForm), OneSpan Sign (formerly eSignLive), LoopFuse (discontinued), Aventri (formerly etouches), Interactions Digital Roots (formerly ENGAGE), Ektron Web Content Management System (Discontinued), part of Episerver, Oracle Responsys, part of Oracle CX Marketing

Salesforce Competitors

Salesforce Pricing

Starting Price: $25

  • 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
EditionPricing 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 Types:SaaS
Operating Systems: Unspecified
Mobile Application:No

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.