Salesforce

Salesforce Reviews

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Ratings and Reviews
(1-25 of 291)

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Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
  • If a user creates a record and that user is no longer active, you are unable to make changes to that record unless an admin changes the record owner.
  • Duplicate and Matching rules should be automatically activated when implementing the CRM to ensure data integrity.
  • Salesforce.com is an extremely complex platform, and if not implemented properly, can create issues down the road when businesses grow and change. This is not a functionality issue, but I believe that Salesforce.com should consult with all clients on what business units they need and optimize the system for scaling as the organization grows.
Jason Carlage | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Review Source
  • Reporting. The reporting functions are valuable to see how particular accounts have done over time, to see how reps are tracking to goal, and to see how reps compare to other reps in the organization.
  • Analytics. There are a variety of tools that management can use to determine how individual reps are performing and how the entire sales organization is tracking to goal, and how that compares to previous years.
  • Customization. Field can be customized to help an organization create a CRM that is tailored to their particular industry and company.
  • Error messages. When there is an error message it is no help at all to the typical user. It is a string of letters and numbers, often a paragraph, and there is no way to decipher this without going to the SalesForce experts on staff. This can be extremely frustrating as you made adjustments but still get the same error message.
  • Too many clicks. When closing out an opportunity there are often several different fields and a few different locations where you have to fill out fields and information, making it easy to miss steps along the way.
  • Lack of instruction or help items. Since there are so many places to make a misstep, it would be very useful to have some kind of help message pop up, indicating what else needs to be done.
Quentin Goin | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Easy on the eyes. Present data effectively on the screen.
  • Manage many different objects.
  • Easy access for all users from mobile to web.
  • By default there is usually a lot of scrolling by the end users.
  • Permissions are confusing if get too detailed.
  • API limitations can be frustrating to data integrators.
  • Have seen slower load times than some other competitors.
Nichole Pelaez | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Salesforce is so user-friendly. The design is so intuitive, very little training is needed before you're off running and getting value out of it. It feels like a digital Rolodex with all the information you need to be successful.
  • The comprehensive reporting functions make it easy to manage teams and see where improvement can be implemented. Easily see how each representative is doing generating leads, following up, and meeting goals compared to the past.
  • Customization allows you to see what's important to you, not what Salesforce thinks is important. Easily manage goals, track progress, and manage business units to understand how your organization is performing.
  • With greater flexibility to customize, Salesforce can become overwhelming. Taking the time to set it up to truly meet your specific needs can get frustrating, but once it's done you'll be glad you spent the time.
Kurt Johansen | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source
  • Automation: The ability to streamline complex processes is a nice benefit of the platform. It can become an amazing time-saver.
  • User Management and Creation, one initial profile and role setups are complete, is really simple and very quick.
  • Reporting, once your customization is complete, is very easy to build and export for whatever data visualizations you may need.
  • Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
  • The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
  • They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
  • If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. Salesforce does no such thing. I could start a company to implement Salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
  • Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
  • SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
Kelly Cokorudy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • It is user-friendly software which is providing me a crystal clear idea about my sales processes in the form of graphs and helps to revise my business strategies.
  • We have designed a CPQ system that helps us to generate the quotations in a very short time and helps in maintaining the receipts so that the billing system becomes more transparent and fast.
  • Now the receiving of the payments has become more transparent and easy.
  • Salesforce is very easy to use and implement.
  • Sales Cloud is heavy software which needs much time for launching.
  • Also many times I find difficulty in searching for the right tool because there are so many features available so they need to place in well-organized categories
  • It is expensive software and only large companies could purchase it conveniently.
Daniel Cooper | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Tracking deals and amplifying winning performances of sales representatives to promote healthy competition.
  • Managing of customer experiences while on the go using the native mobile apps for iOS and Android.
  • Creation of a systematic pipeline through automation of the whole marketing process to generate quality leads.
  • For us to get the most out of Salesforce we had to pay for add-ons.
  • The setup and configuration of the Salesforce system is complex and time-consuming.
  • There is something new to learn everyday.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Searching for a customer by zip code is great!
  • Keeping all the info for one system in one place is good.
  • When you close SF and open it the next day it tends to open old cases (tabs). You'll end up with tab overload if you don't put time into closing old ones.
  • If you start a case and don't have all the required fields completed, you'll lose it all if you try saving it too soon.
Ron Toth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • They allow every Contact you interact with a profile page with unlimited information. This allows you to store their history which helps in future interactions.
  • It also allows you to track every company you work with. Every detail can be saved which helps you the salesperson or SDR to better work that Opp through the sales funnels from lead to close won deal.
  • Reporting - this is by far my favorite feature salesforce has. As it allows you to track every bit of data it also allows you to report on that date. This can help you group information better which allows you to sell better or figure out the next steps.
  • Salesforce is like Google in that it's perfect as is. I really can't think of a feature Salesforce needs to improve on. I've used Quote generation in salesforce before and that can be a hassle but honestly, that isn't a salesforce issue. That is how the company implements that instance of salesforce. Any issue salesforce might seem to have is really the companies fault for not setting it up better.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Effective CRM tool when configured to meet the needs of your business.
  • Native reports provide tools to the user.
  • Simplicity
  • Free educational tools available via the Salesforce website.
  • Thoughtful design and configuration is needed to gain value from the tool.
  • Can be seen as an administrative task rather than a value add by some sales or account groups.
Theo Pillich | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Easily allowing us to enter client information.
  • Easily allows up to access client records.
  • It integrates with other software.
  • Ease of use.
  • The reporting could be a bit easier to navigate.
  • The dashboards could be a bit simpler.
  • Report customization could be easier.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Reporting
  • Visual force
  • Quoting CPQ
  • Automation/workflow rules
  • Third-party integrations
  • User interface is not friendly in classic
  • Lighting is so different from classic that it is hard to transition to the new UI
Score 3 out of 10
Vetted Review
Verified User
Review Source
  • Contact Management: you can keep detailed notes on contacts, follow up info, and other relevant details you want searchable
  • You can see the relationship between a person and the companies which can help if someone leaves a company all that knowledge and project work that you might have done with that one person can still be tracked back to the company to then move on to the next person in that role.
  • You can track deals and deal flow and move things along.
  • It is just so overwhelming. I think having a salesforce light would be advisable. I haven't even scratched the surface of the abilities but I find it overwhelming so I just don't even use it that much.
  • The amount of data and options seems great but when it comes down to actually using it, because it is so much it feels cumbersome. Having a lighter version or something that seems more visually pleasing and very easy would be nice.
  • I really find it so overwhelming that I am on the fence of keeping it. I can conceptualize the reasons for using it and its cost but when it comes to actual usage I fail to implement. I also wish the there was a light version where we can also add in other users but not at the cost level it is currently at.
Hans Hong | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Declarative business automation
  • Accessibility on multiple platforms
  • Ability to design just about any sort of business process/automation you can imagine
  • Mobile apps and compatibility with their lightning components is sometimes lacking
  • Field service mobile app, while modern, could evolve faster with better offline capabilities
  • Performance and speed even on modern browsers and computers is sometimes not great
Vrushali Raskar | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Workflow management
  • Managing data and reports of customers
  • One can use it on the go by using mobile application
  • Accessibility should be more convenient
  • Reports accessing is some time difficult
  • Full features on mobile application
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • Huge database
  • Customize accessibility of reports
  • Sync with marketing automation tool
  • Need for deduplication of records (contacts and leads)
  • Some fields / history not syncing with marketing automation tool
  • Merging of records erase the history of the deleted record (which could be essential)
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Easy to use
  • Quick onboarding process
  • Excellent searchability / organization
  • Ease of integration with other applications / software suites
  • Ability to quickly access historical information / campaigns
Score 3 out of 10
Vetted Review
Verified User
Review Source
  • Reporting is good.
  • It shows charts and opportunities stages of discover.
  • Has the ability to handle sales opportunities for large company.
  • It is customizable.
  • It is hard to talk to someone who has Salesforce.com experience.
  • It is not user friendly.
  • If you make a mistake dispositioning the lead it doesn't tell you how to fix it and just says error.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Salesforce can basically do anything you need it to do. If you know how to use it and possibly have a Salesforce admin, you can customize it to meet your business's specific needs without trying to build a homegrown CRM from scratch.
  • When it comes to data, Salesforce is exception[al]. The Salesforce reports are decent, but basically any BI tool should connect to it and you can pull vast amounts of data using SOQL.
  • It does take some work to get stood up. This isn't a plug and play CRM.
  • Sometimes search can be difficult. It's alright for the most part, but they could definitely enhance it.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Configurable to meet a variety of needs of an organization (inventory tracking, managing tasks, tracking services provided to customers, tracking contacts made with customers)
  • Available on a wide variety of platforms (mobile app, Internet browser, etc)
  • Hosted in cloud
  • Cost (have to weigh return on investment to verify use justifies the cost)
  • Helpful to have someone knowledgeable with Salesforce in IT to customize Salesforce to meet the needs of the organization
  • Smaller organizations may need to hire outside firm to create the solution that meets what they desire from Salesforce as some more complex solutions may require Apex programming

Salesforce Scorecard Summary

Feature Scorecard Summary

Sales Force Automation (9)
78%
7.8
Customer data management / contact management (173)
83%
8.3
Workflow management (165)
78%
7.8
Territory management (135)
77%
7.7
Opportunity management (170)
83%
8.3
Integration with email client (e.g., Outlook or Gmail) (157)
72%
7.2
Contract management (130)
77%
7.7
Quote & order management (124)
76%
7.6
Interaction tracking (145)
80%
8.0
Channel / partner relationship management (116)
78%
7.8
Customer Service & Support (3)
85%
8.5
Case management (57)
90%
9.0
Call center management (43)
84%
8.4
Help desk management (47)
83%
8.3
Marketing Automation (2)
78%
7.8
Lead management (158)
80%
8.0
Email marketing (132)
76%
7.6
CRM Project Management (3)
74%
7.4
Task management (147)
75%
7.5
Billing and invoicing management (37)
67%
6.7
Reporting (109)
81%
8.1
CRM Reporting & Analytics (3)
83%
8.3
Forecasting (147)
81%
8.1
Pipeline visualization (162)
83%
8.3
Customizable reports (168)
85%
8.5
Customization (4)
81%
8.1
Custom fields (161)
83%
8.3
Custom objects (153)
83%
8.3
Scripting environment (116)
78%
7.8
API for custom integration (133)
80%
8.0
Security (2)
86%
8.6
Single sign-on capability (133)
84%
8.4
Role-based user permissions (123)
87%
8.7
Social CRM (2)
76%
7.6
Social data (105)
75%
7.5
Social engagement (104)
76%
7.6
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation (139)
76%
7.6
Compensation management (89)
74%
7.4
Platform (1)
77%
7.7
Mobile access (147)
77%
7.7

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

Salesforce CRM - More than just a contacts database, Salesforce CRM is your centralized repository of customer information in the cloud.Salesforce Dashboards - Advanced reporting for Sales Executives, Sales Managers, or Service Managers allows you to keep a pulse on customer acquisition and satisfaction.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 Integrations

Salesforce Competitors

Salesforce Pricing

Starting Price: $25

More Pricing Information

SaaS Editions Pricing
Pricing 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 TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo

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.