Salesforce Reviews

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Score 8.3 out of 100

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Reviews (1-25 of 243)

Jeff Fralick | TrustRadius Reviewer
March 06, 2020

Salesforce.com - great tool, but not for all organizations

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Data Integrity
  • Base Simplicity of UI
  • Automation
  • Customization
  • Mapping / Visualization of Data - most Salesforce or even vendor based mapping is not good. We'd love to map a lot of data we use, but the available tools are slow or are completely overwhelmed by this task
  • Email Marketing - we'd like to have custom email blasts based upon records in salesforce, but the current ability of Salesforce/Pardot is limited to user generated, not system generated content (which we'd prefer)
  • Visualforce - could be simplified like much else in SF platform
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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
Vetted Review
Verified User
Review Source

Pros and Cons

  • Sales area and customer profile mapping and management
  • Customizability, it can fit your company through your needs and your current functionalities
  • Heavy to load on the run, while on the field with not so fast internet connection
  • Too many options and features, it could hide what you don't have the need to add/use to make the interface cleaner
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Nick Flory | TrustRadius Reviewer
February 24, 2020

Salesforce: Salesperson's Best Friend

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Task reminders - never forget a customer follow.
  • Reporting to see how meetings, pipeline, closed business, $$ all stack up!
  • The layout of the "Lightning" version is a little clunky... more clicks to see info on a single page.
  • The "Related" tab is annoying that you have to click on it in an Account view to get more details on related Opportunity or Contact info or Activity... it should be an easy scroll down to view all. Not a click everywhere, and have things load, and then only get a subset of what you looking for to then click in more & continue drilling in for more detail.
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Anonymous | TrustRadius Reviewer
February 13, 2020

Salesforce in the Workplace

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Stores all data we have discovered about prospects.
  • Reach out is easily accessible.
  • The switch from Classic to Lightning is tough in a startup because not everyone is forced to switch and that causes confusion.
  • The filters to create your own CRM are not easy and we have to hire contractors to do that for us.
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Anonymous | TrustRadius Reviewer
February 11, 2020

with the help of Salesforce

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Build customized reports to analyze information organization wide.
  • Easily collaborate with the Team to share information securely and connect with employees across the organization effectively.
  • More available video based online training.
  • Navigating interface for simple tasks can get complicated.
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Bryan Parry | TrustRadius Reviewer
December 03, 2019

Younger but growing branch of Salesforce's suite of products!

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • It is very flexible - can be customized to fit many unique use cases and workflows.
  • The reporting is robust and flexible. Lots of useful data can be pulled out of there.
  • You can easily customize the system to the many different users you have. Using separate profiles, you can customize what they see and how they see it.
  • With the flexibility comes complexity. You NEED multiple SFDC admins in order to use this in a large org.
  • Unrelated to the platform, we've had mixed results with some of Salesforce's approved partners.
  • We're finding ourselves limited on the number of rollups, and it's surprisingly difficult to get rid of old, unused rollups.
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Christopher Frometa | TrustRadius Reviewer
November 07, 2019

Super convenient way to manage my leads

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Extremely user-friendly interface—easy to learn.
  • Very customizable: add fields that would be relevant to why you're using Salesforce in the first place.
  • Lead history that's logged and dated to refer back to on future conversations.
  • I wish it had an easier way to save data once writing it, could get done writing a paragraph and if you forgot to press save you would have to do it all over again
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Matthew Bernstein | TrustRadius Reviewer
September 25, 2019

Salesforce is great!

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Customer profile management.
  • Ability to track pipeline and opportunity creation.
  • List views to see customers based on specific parameters.
  • List duplication and editing are sometimes difficult.
  • There are sometimes issues with dashboards and how information is displayed.
  • Exporting of documents sometimes does not translate to Excel, Word, etc.
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Parker O'Very | TrustRadius Reviewer
September 20, 2019

One of the most robust CRMs out there

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Customizability. It is built to cater to just about any CRM need.
  • Integrations. Everything integrates with Salesforce.
  • Robust. It's like the Hulk of CRMs.
  • Workflows. If you have too many workflows on the same object, it doesn't seem to be able to handle them all. Every now and then, some just don't work.
  • Complex. It is not an easy system to get going.
  • Partner solution. It is not a great PRM tool.
  • It's not built for ABM. They way the lead and contact and account objects work, it's just not great for ABM. There are certainly ways around it, but it is built on a lead-based marketing and sales mentality. In today's B2B world, this is archaic. The top-down strategy of ABM is just the way to go.
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Siddique Chaudhry, CCSK | TrustRadius Reviewer
September 27, 2019

Salesforce will help your sales team succeed!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Security cases are used to address customer security questions.
  • Customer account sales tracking - easy to monitor and improve our processes.
  • Support tickets - our main use, used to address customer problems.
  • Better search - it is quite difficult to find exactly what you’re looking for based on a simple search.
  • Faster load times - can be slow and glitchy at times.
  • More options for security cases - the unique options such as a drop-down box are not too flexible.
Read Siddique Chaudhry, CCSK's full review
Anonymous | TrustRadius Reviewer
October 12, 2019

How Salesforce Transformed Us

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Salesforce handles searches extremely well. Many users have described it as Google for all your work stuff. The trick is to get all of your data onto the platform, but once that is done the magic of its relational database becomes invaluable.
  • Development on the Salesforce platform is very painless and easy to implement. The learning curve is not steep and the coding requirements are minimal. Their motto is "clicks not code" and that becomes very evident once you start using it.
  • The adaptability of the platform to any business and any aspect of the business makes it a no-brainer if you can afford the licensing costs. Once you realize that its powers go beyond CRM then the sky is the limit, assuming you can afford the licensing. But the benefits far outweigh the costs.
  • Anyone will tell you that it's expensive, and that is true. However, like many things in life, there are things to go cheap on and things worth spending the money on. It really is the Cadillac of cloud platforms.
  • Salesforce keeps pushing their Lightning experience platform, and while it is faster it is also missing some of the features still only available in classic mode. They need to do a better job of addressing those missing features, as no customer should lose features when upgrading to a newer version of anything.
  • I wish they would hold Dreamforce in different cities. It's such a great conference but sometimes making it out to San Francisco is difficult at best.
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Anonymous | TrustRadius Reviewer
November 18, 2019

The best CRM Platform

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Account sharing among agents is a very good thing, no customer is left behind when their usual agent is not at work.
  • The default workflow is very easy to follow with the chevron design.
  • Access control and management are very user-friendly.
  • The new Lightning Experience is not as clear to use as Classic. Basic functions like logging in should not be a challenge. This can be changed without going back to classic.
  • The notes section on the leads could have the private checkbox on the same page as opposed to finding it in another menu.
  • The certification tutorials do not really show a clear carrier path. It seems all are relevant for the same certification but are they really?
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Anonymous | TrustRadius Reviewer
November 13, 2019

Salesforce.com is great for any organization that wants insights into their customers

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Great for client relationship management.
  • Lots of customization and can be custom tailored to your exact needs.
  • UI is well laid out and easy to use and understand.
  • Vast array of 3rd party integrations.
  • Technical support is not too great if you don't splurge on developer support.
  • When your contract ends constant hassling with sales increases.
  • Can tend to have performance issues and be slow to load.
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Anonymous | TrustRadius Reviewer
September 26, 2019

Excellent CRM tool

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • The reporting tools are easy to use and publish
  • The business can see all the accounts easily
  • The reps can easily use the platform and get paid based the business they bring in. It motivates them to do more business.
  • Survey on Salesforce can be free integration provided in the tool itself
  • Multi level picklist is a pain to maintain
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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
Vetted Review
Verified User
Review Source

Pros and Cons

  • A central location for all of our information.
  • Offers the ability to create and arrange dashboards to track metrics.
  • Offers the ability to run meaningful reports.
  • Loading times can be quite slow.
  • When I am trying to edit information, it often takes a while to load the edit screen and a long time to save it when I'm done editing.
  • There are a lot of cluttered views.
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Anonymous | TrustRadius Reviewer
August 27, 2019

Increases the reach of accessibility

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • We can create our own report pulls depending on the specific data we want, and filter them as needed.
  • We can create forms that are easily used by others to enter data into the system.
  • Access can have multiple layers and they are easy to set up.
  • Not everyone knows how to code with HTML, so this can be challenging depending on who's having to use it.
  • If a member forgets their password, it's not always easily retrievable.
  • Going back to edit data doesn't always get logged.
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Anonymous | TrustRadius Reviewer
December 05, 2019

Salesforce is great for our organization

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Organize data.
  • Showcase data visually that makes sense to a wide audience.
  • Allows for collaboration.
  • UI is a little old and clunky.
  • Needs a better knowledge base.
  • Mostly, the UI needs updating.
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Anonymous | TrustRadius Reviewer
October 29, 2019

Nothing beats SalesForce!

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Integrates well with other tools like JIRA.
  • One stop shop as a CRM by managing all queries at one place.
  • Triggers emails and notifications once a communication is received or case status changes (notifications can be configured.)
  • The report section - should be able to create tabular (multiple) report tables, in a dashboard.
  • I have got pretty much used to it. so nothing else in particular.
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Feature Scorecard Summary

Customer data management / contact management (132)
9.0
Workflow management (126)
8.1
Territory management (102)
8.1
Opportunity management (130)
8.7
Integration with email client (e.g., Outlook or Gmail) (123)
8.2
Contract management (100)
8.3
Quote & order management (95)
7.7
Interaction tracking (111)
8.6
Channel / partner relationship management (88)
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)
8.1
Task management (113)
8.4
Billing and invoicing management (37)
6.7
Reporting (72)
8.9
Forecasting (112)
8.5
Pipeline visualization (125)
8.9
Customizable reports (128)
9.1
Custom fields (124)
8.8
Custom objects (119)
8.8
Scripting environment (88)
8.3
API for custom integration (102)
8.8
Single sign-on capability (98)
8.8
Role-based user permissions (84)
8.8
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 CX Marketing (formerly Oracle Marketing Cloud), 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, part of Oracle CX Marketing, 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