Salesforce

Salesforce

Customer Verified
Top Rated
Score 8.2 out of 10
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

Force of Sales.

9 out of 10
January 26, 2023
This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These …
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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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Read all reviews

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)
    8.0
    80%
  • Customer data management / contact management (188)
    8.0
    80%
  • Customizable reports (184)
    8.0
    80%
  • Workflow management (180)
    7.7
    77%

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

Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

7.7Avg 7.9

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

8.6Avg 7.8

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.7Avg 7.8

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.3Avg 7.7

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.8Avg 7.7

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.9Avg 7.8

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.3Avg 8.4

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.6Avg 7.5

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.8Avg 7.4

Platform

7.9Avg 7.5
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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 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).
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Comparisons

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Reviews

(1-2 of 2)
Companies can't remove reviews or game the system. Here's why
February 03, 2016

Unparalleled Sales Tool

Score 10 out of 10
Vetted Review
Verified User
Sales forecasting/pipeline management, contact management, task management and overall collaboration tool with executive management.
  • Very easy to build custom interface to meet unique demands of our sales process
  • Easily integrates with 3rd party campaign management solution to drive leads
  • Reporting provides insight that management had never had prior to having Salesforce.com
  • Integration with MS Outlook still lacks robustness. I'm really surprised that in all the years that I've been using Salesforce.com, the general rule of thumb is DO NOT install the MS Outlook integration because it messes everything up. Why can't you have a simple "Export to Outlook" for an individual contact and visa versa? The perception is that Salesforce doesn't want the data to go outside of their own database, so they make it hard. There really shouldn't be any threat of that. BTW, you should also do this for Apple Contacts and Google Contacts
  • For years I've requested that the most recently used reports show up in the "Recent Items" list, but for some reason, they still don't show up. How hard is that?
  • Allow Administrator to define colors for each individual rep in order to have consistent dashboard reports. Today you can do that for picklists, and I can see where the sheer number of reps could make that unfeasible, but for small to medium sized companies, it would be a very nice feature.
Not really. I used to think that Salesforce was only a small to small enterprise level solution, but today, I believe it could be used across a large enterprise as well.
Sales Force Automation (9)
52.22222222222222%
5.2
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
20%
2.0
Contract management
90%
9.0
Quote & order management
N/A
N/A
Interaction tracking
N/A
N/A
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (2)
35%
3.5
Task management
70%
7.0
Billing and invoicing management
N/A
N/A
CRM Reporting & Analytics (3)
96.66666666666666%
9.7
Forecasting
100%
10.0
Pipeline visualization
90%
9.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (1)
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
80%
8.0
Compensation management
N/A
N/A
Platform (1)
70%
7.0
Mobile access
70%
7.0
  • We have not quantified the ROI, but the best testimony came from our CEO this past week when he told the salesforce to get used to using Salesforce because it is never going away.
  • Insightly,SalesLogix,Siebel
No comparison. Insightly is ok for very small sales organizations if their sales process is relatively straight forward.
6
CEO, VP Sales, Sales, Marketing
1
  • Implemented in-house
CE Management out of Carmel, IN
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.
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Todd Duclos | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We utilize Salesforce across our global organization within our commercial (Sales, Marketing, and Customer Service), Supply Chain, Product Management, Agronomy and Credit teams. It is highly customized to match the specific sales process and forecasting needs of each commercial area. We utilize it to track customer issues as well as marketing events, offers and experiences. It is integrated with our backend ERP system and our front end product websites. It is an integral part to our commercial go to market strategy with our customers.
  • Excellent scalability (ability to customize and use standard features)
  • Outstanding support both through the company and through the large user community
  • Innovation- they never stop expanding functionality
  • They have some overlapping products that could allow for them to sunset older versions and relieve confusion
  • They sometimes follow the B2C marketing side to willingly and B2B and other types of companies may not need the new features
  • They are not inexpensive, but the breath of features should be taken advantage of for full ROI
I think it is best suited for larger organizations that can scale with the features and build the team to support it internally to avoid the costly partner network. Mid size companies can benfit by utilizing that network to quickly ramp up new capabilities. Be sure to understand what you are looking for in your CRM and focus on those areas (account/contact management, email marketing, web marketing, cCustomer communities and social, mobile, tracking, analytics) they have something for all but maybe not in a single offering.
Sales Force Automation (9)
71.11111111111111%
7.1
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
70%
7.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
50%
5.0
Quote & order management
50%
5.0
Interaction tracking
60%
6.0
Channel / partner relationship management
60%
6.0
Customer Service & Support (3)
90%
9.0
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
95%
9.5
Lead management
90%
9.0
Email marketing
100%
10.0
CRM Project Management (1)
80%
8.0
Task management
80%
8.0
CRM Reporting & Analytics (3)
63.33333333333333%
6.3
Forecasting
60%
6.0
Pipeline visualization
70%
7.0
Customizable reports
60%
6.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
100%
10.0
Compensation management
80%
8.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
  • It has improved our customer experience as we don not have direct revenue impact in a B2B environment.
  • It has improved our visibility at a management level to sales status regarding achievement to plan.
We chose Salesforce as the leader in this space as it handles all that we were looking for and was customizable enough that we could build what it did not have. Their lead only continues to grow over others with recent acquisitions and their never ending focus on expanding their platform. I drink their kool aid so not totally unbiased, but the tool delivers what we need it too and some of those requests have been highly challenging.
750
Sales, Customer Service, Marketing, Product Marketing, Supply Chain, Quality,
You need to have at bare minimum a certified salesforce administrator. Then it is good to have a set of analyst to work with your business analysts, two to four is recommended and should scale to the size of your organization. Then you should have a couple of Salesforce developers, one to focus on Apex/VisualForce and one to focus on the web side (HTML5/JQuerry). Then you need a leadership person to manage the team and interact with your business leadership teams.
  • Forecasting and customer facing and management level reporting
  • Account Management and contact management with full rollup capability
  • Digital Marketing (Email, Websites, Sales Tools, Campaign Management, Event Management, Product Management and Allocations)
  • Supply Chain Management
  • Customer Service Ticket Tracking and Workflow
  • We created several custom applications that are specific to tracking raw material usage that is very helpful in our business
  • We created several sales tools that link front end applications to back end application (product websites and sales tools)
  • We have workflow for tracking sales programs to ensure none can be oversold
  • Branding with our customers is greatly enhanced with a common branding effort of all customer facing documents
  • Communities (customer facing portals that allow for collaboration)
  • Additional Social usage and tracking with marketing cloud and Radian6
  • Mobile Apps via Salesforce1 branded as our company
Yes
It is great offer, it allows access to tier two support and additional training and support offerings. You can access online trainings that can assist your teams in obtaining certifications.
They have excellent response, we also are subscribers of their premium services. Occasionally, they do pester you to close a case before you ar ready to but they do escalate and work the case well.
No
  • Account Management
  • Reporting
  • Custom Development
  • Opportunity Management
  • Advanced reporting
Yes
Very nicely
The system has been refined over the years to be very useful to Sales, Marketing and Support staff alike.
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
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