Salesforce Reviews

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Score 8.3 out of 100

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Reviews (1-25 of 36)

Renaud Renvoye | TrustRadius Reviewer
August 14, 2019

Clearly a leading CRM in the marketplace

Score 8 out of 10
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Usability

7
Usage of the platform could be great because you have so much information at hand, but at the same time, it can be very overwhelming because of all the different tabs/categories. For the best usage, it took a lot of investment and time to get the hang of it. Integration through APIs to many other platforms is great.
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John Cupoli | TrustRadius Reviewer
November 06, 2017

Manage your entire sales cycle

Score 8 out of 10
Vetted Review
Verified User
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Usability

8
While it certainly has a learning curve, once you get the hang of it and learn the ins and outs of the features you can easily work out of the platform pretty seamlessly. Less so if your organization has made a mess of the instance, but in a well manicured instance there isn't a better or easier option.
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Irene Chivily Von Toussaint | TrustRadius Reviewer
October 05, 2015

Whether you're a small business or an enterprise decision-maker, Salesforce.com offers infinite possibilities

Score 10 out of 10
Vetted Review
Verified User
Review Source

Usability

10
Because there's no other comparable solution in the market which offers the same level of flexibility to customize. There's usually quite a trade off between easy and flexible, with Salesforce you get enough of both.
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Kyle Dugger | TrustRadius Reviewer
June 03, 2015

Salesforce Sales Cloud: The Only Sunny Day Cloud You Need.

Score 9 out of 10
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Usability

10
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
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Samantha Safin | TrustRadius Reviewer
January 27, 2015

Salesforce Enterprise: Growing boldly with a CRM

Score 9 out of 10
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Verified User
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Usability

9
My least-proficient users are still able to perform their basic functions in Salesforce, namely monitoring accounts and contacts, creating and updating opportunities, and logging calls or emails. Because many of their day-to-day processes can be automated, at least in part, by the CRM, it makes it more user-friendly, even for those who still prefer to use paper and pen. Similarly, my super users enjoy the vast reporting capabilities available to them, and they understand and appreciate the kind of customization we can do to the system. Having a central, powerful CRM like Salesforce helps them stay focused, and they bring some great ideas my way that can help us improve the usability even more.
The one draw back is that sometimes too much choice can paralyze, and I see at times that my less active users are often those that come to me wondering whether A or B is the better way to do something. They can become confused as to whether to use a report or dashboard and, if a report, which fields to sort by, etc.
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Vijay Gadigeppa, PMP | TrustRadius Reviewer
September 15, 2013

Salesforce Implementation learnings

Score 10 out of 10
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Usability

10
Real-time analytics: With Siebel, we used to export data to Informatica for reporting. Salesforce allows us to report real-time against the data in the system. There are some limitations (no real trend reporting and we can only report on Salesforce data - not external data sources).
Point-&-click Customization (for the most part). It's quite easy to customize the system without any assistance from the IT department. There are many configuration possibilities that do not require any coding skills.
Agile development: Since Salesforce is a cloud-based system, we do not have to test upgrades in a testing environment before rolling them out to production. However, when new features become available, we do need to make sure that our process are still appropriate. It's vitally important to have the right processes in place to get the maximum benefit from the software.
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Rob Gottschalk | TrustRadius Reviewer
January 15, 2013

Dominant CRM leader.

Score 9 out of 10
Vetted Review
Verified User
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Usability

9
Salesforce delivers standard forms with standard fields with each object (Campaign, Lead, Opp, etc.). By nature, this cloud-based application is relatively intuitive. A proper implementation - the way you add fields, configure forms, assign permissions and develop workflows - can greatly increase usability, enabling each role to efficiently and effectively manage their day.
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Anonymous | TrustRadius Reviewer
February 03, 2016

Unparalleled Sales Tool

Score 10 out of 10
Vetted Review
Verified User
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Usability

10
Given the flexibility of the architecture, Salesforce can support virtually any organization's sales process. While there are a few areas in regards to mass changes that could be improved, overall it is hands down the best sales force automation solution available.
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Anonymous | TrustRadius Reviewer
March 18, 2015

Salesforce.com enables org-wide efficiencies

Score 9 out of 10
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Usability

8
I think as a user, it's simpler - and it's so very configurable. From the admin side, it's more complex because there's so much you have to learn/know before you can start truly administrating an instance. That being said, administrating it can be easy - our PTO request process is a custom-built Salesforce object. Most things in Salesforce are easy to figure out if you're technologically-minded, and it's also a simple tool for users that may not be as technologically savvy.
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Anonymous | TrustRadius Reviewer
July 08, 2015

Highly Satisfied with Salesforce.com

Score 10 out of 10
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Usability

9
At times, salesforce limitations and the out-of-box functionalists restrict our users to achieve what the application is intended for. Writing the custom logic is not the ideal way and option every time thus I feel we should have some more leverage on using the CRM and other out-of-box tools the way we wish to use it. Overall, I am very much satisfied with Salesforce.
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Anonymous | TrustRadius Reviewer
March 13, 2015

Indispensable platform.

Score 10 out of 10
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Usability

10
It's very user intuitive. Most of the things I learned in Salesforce , I learned by exploring the system, I had very little need for help & training.

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Anonymous | TrustRadius Reviewer
December 04, 2014

Heavy reporting capabilities lacking.

Score 9 out of 10
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Usability

8
Its basic features are fairly intuitive. Having introduced hundreds of employees to the product, the amount of training required was minimal compared to other enterprise class products.
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Anonymous | TrustRadius Reviewer
April 30, 2015

SalesForce at the heart of our business

Score 8 out of 10
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Usability

7
Some features are great, like Chatter but sometimes SalesForce lacks an integrated flow between all the functions and he is not a completely modern interface.
The UI could do with more drag and drop for instance and it should be more flexible to move things around and personnalize an object. Reporting could also be improved.
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Anonymous | TrustRadius Reviewer
March 13, 2013

Use a good consulting company to get the most from it.

Score 8 out of 10
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Verified User
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Usability

8
The user interface is fine. Figuring out how to do things is not difficult and often quite intuitive. The UI is not really the issue.

The problem is more one of what to do rather than how to do it. As a sales person, it's not obvious what I'm supposed to do - which tasks and in which order. It's a bit like doing your like doing your tax return yourself instead of using a guided product like Turbo Tax that constantly shows where you are via built in workflow.

There needs to be some kind of guidance as to what are common tasks, how to get started. It looks as though Salesforce is aware of this problem since they have now rolled out something called "WalkMe" that attempts to solve this problem.
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Anonymous | TrustRadius Reviewer
November 13, 2012

Not ideal for contact management.

Score 8 out of 10
Vetted Review
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Usability

8
Usability is quite good once the system has been learned. Entering data is not as easy as it might be, but some of the difficulties are related to custom changes we have made (requiring custom fields on data records, for example)
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Feature Scorecard Summary

Customer data management / contact management (131)
8.9
Workflow management (125)
8.3
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)
8.3
Quote & order management (94)
7.7
Interaction tracking (110)
8.5
Channel / partner relationship management (87)
7.9
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)
8.9
Forecasting (112)
8.5
Pipeline visualization (124)
8.9
Customizable reports (127)
9.1
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)
8.2
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 Eloqua, 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, 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