Salesforce

Salesforce

Customer Verified
Top Rated
About TrustRadius Scoring
Score 8.2 out of 100
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

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 (184)
    8.2
    82%
  • Customer data management / contact management (188)
    8.1
    81%
  • Customizable reports (184)
    8.1
    81%
  • Workflow management (180)
    7.8
    78%

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 Scorecard

Sales Force Automation

7.7
77%

Customer Service & Support

8.6
86%

Marketing Automation

7.8
78%

CRM Project Management

7.4
74%

CRM Reporting & Analytics

7.9
79%

Customization

8.0
80%

Security

8.4
84%

Social CRM

7.7
77%

Integrations with 3rd-party Software

7.8
78%

Platform

7.9
79%
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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 Integrations

Salesforce Competitors

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) and the Computer Software industry.
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Comparisons

View all alternatives
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Reviews

(1-25 of 43)
Companies can't remove reviews or game the system. Here's why
Score 9 out of 10
Vetted Review
Verified User
18000
Sales, Client Service, New Business Development
Marketing and Lead Management
Service and Client Support
Finance and Billing Teams
Business Analysts
Sales Incentive Planners
Quote CPQ CLM Pricing and Contract Management
Salesforce Administrators, Developers, and Architects
Regional Leader, Product Designers, Product Managers, Product Leaders and SAP Administrators and Developers
Call Center Agents
Score 9 out of 10
Vetted Review
Verified User
10
They are all in our sales department, marketing department or customer relations department. Customer service members use the tool to record leads but it is the sales department that works with the leads and records all of the activities and follow ups. The marketing department uses it to extract email addresses and broadcast emails.
Score 9 out of 10
Vetted Review
Verified User
1400
Sales: All our sales people across the globe use opportunities to track the pipeline.
Marketing: They run campaigns and create leads on Salesforce.com
Customer Service, Technical Sales, Inside Sales: They use the information related to our customers (360 view), they also create contacts.
Finance: They are involved in some approval processes, particularly when related to prices.
Score 9 out of 10
Vetted Review
Verified User
40
Pretty much every department uses Salesforce in some way, shape, or form. Product Development track their requests and product enhancements using Cases. Customer Support uses Cases to track support issues, as well as custom fields for some their processes. Sales and account management use it for lead / customer / sales / forecast tracking. Marketing uses it in conjunction with Marketo for lead & campaign tracking. Management uses it for reporting on pretty much everything.
Jerry Clifft | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
750

50 Call Center reps enter, work and sale products.

50 Sales managers work Leads/Opportunities on larger sales. ( > $1,000,000)

50 Operations people work cases requests, upgrades, product swaps, billing and general inquiries etc., from all sales and partners.

500 Community partner manage leads, opportunities and accounts.

Samantha Safin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
35
Our company uses Salesforce's Sales Cloud, but we do have service-side employees that also use the platform. The bulk of our activity in Salesforce comes from our Account Development team, Sales team, and Client Services team, with special mentions to Finance and Marketing. Because our platform is integrated with our instance of Marketo, the bulk of our marketing and lead generation is housed there, and not in the CRM.
Sales is the primary use of the platform for us. We track companies (Accounts), contacts, and opportunities, as well as our interactions with our prospects. We use that information to forecast.
Client Services also uses the platform, with more focus on maintaining our relationship with current clients, as well as entering renewal opportunities and other tasks that come with providing excellent service.
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