Salesforce Platform Reviews

We primarily use the solution for the CRM.

It is a great platform. It's definitely an improvement from the GCP application that we were using previously.

The issue that my company has is, say, for instance, a user is dealing with more than one member in the system and they're looking up over five members. Once they hit the fifth member, it goes down. It crashes. This only happens when one of our customer service agents pulls up multiple members at once.

When we're documenting information such as notes, and so forth, if we were to go back to the same case all notes go missing. It's not great for documentation purposes as the CRM is losing our notes. This can be a big issue for the company especially if the provider has called and said they want to check on a specific case where the notes were lost. I need to review what's sent over. We've had customer service go back to a case number to seek those notes out, however, the CRM really should be able to just keep them in their system properly.

We have been using the solution since 2018. It's been a few years at this point.

The stability isn't the best, especially if you are looking at multiple member profiles at the same time. If you open more than five, it crashes the system.

We used to use a GCP application and we switched to this product in 2018. We find it to be a much better CRM overall.

I'd rate the solution at a five out of ten. If it didn't crash or lose notes, I would rate it higher. However, it is a pretty good CRM.

Its stability, performance, and usability are most valuable.

Its documentation and price should be better.

I have been using this solution for three years.

It is stable.

It is scalable. We have 10,000 users of this solution in our organization.

Their technical support is very good.

We were using Microsoft Dynamics, which was server-based. We were looking for a cloud-based solution, and we went for Salesforce.

Its installation is straightforward.

It is deployed by our admin. We have 20 people for deployment and maintenance.

It is very expensive. Its licensing is on a monthly basis.

I would recommend this solution to others. I would rate Salesforce Platform an eight out of ten.

We are using this solution for follow-up of sales opportunities. We are using Enterprise Salesforce.

The activities, opportunities, follow-up of the opportunities, and business tracking are valuable features. It provides everything that we need. It works pretty well.

In terms of features, for our business needs, we have more than enough right now. There is nothing that we are missing or would like to add. They can maybe share some best practices so that when you are starting, you can stick to a good process, and you don't have to think so much about the process that you want or your CEO or CMO wants. The process should not be based on one person in the company. Having some best practices will make it easier to get started. These best practices can be based on what has worked for others. Its basic version is pretty simple, and the customizations are up to the companies, which can make startups like ours lose a lot of time in figuring out what all stakeholders want rather than what would work.

I have been using this solution for four years.

It is very stable and works very well.

We have scaled it, and it works pretty well. It has good scalability. We have around 50 people in our organization who use this solution.

I have not used technical support. It is very stable, and most of the issues were at the user level. Therefore, I did not need any advanced technical support for this.

It is pretty easy to set it up. The first version came out in two weeks.

Before using this solution, you must make sure that your processes are very clear. You should know what do you want from the CRM and what outcome you are expecting. The CRM itself is very easy to use and deploy, but you can also make mistakes while going back and forth. If you don't have complete clarity of what you want from the business standpoint, you will lose valuable time in customizing the stuff that is not required. You will end up measuring stuff that you don't really care about. That's why you need to know your needs and the outcome that you're expecting.

I would rate Salesforce Platform a nine out of ten.

We have five sales people, we are primarily using Salesforce to manage opportunities.

It has definitely improved how we function. 

Salesforce is a pretty cumbersome product. It's a product that you need to spend quite a bit of time customizing to your unique business model. Unless you have somebody in house that knows it really well, you're better off spending money with a consultant to get what you need. It's a very powerful platform. You can do a lot with it, but you need to spend the time with it. 

That's not necessarily a negative. It's just a large, monolithic application that you need to spend time customizing. You could be in the middle of updating something and think, "Wow, it'd be really nice if I had this widget or if I had this drop down." Because none of us are experts on it, somebody may go off and spends exorbitant time to find out how to implement this feature or make that customization. 

I have been using the Salesforce platform for six months. 

Salesforce is a stable solution. We have not had any issues with it. 

Salesforce has massive scalability potential. 

We have never had to use the Salesforce tech support. 

The initial setup was pretty straightforward. 

The advice I would give regarding Salesforce is plan to spend customization money on it. You have to really customize it to make it work for your business.

We are using it as a standard CRM solution for sales and marketing. We are using the lightning version.

The standard sales and marketing tools that Salesforce provides on the platform are the most valuable.

It would be better if they can add more from the pricing and functionality perspective. It is very expensive. I would be more than happy if they drop the prices. From the licensing perspective, if they can add more functionality, I would be more than happy.

I have been using this solution for three years.

It is stable.

We're basically a small company. We didn't have any requirements for growth. We have around ten people who are using this solution.

We have not contacted them.

It is straightforward, but it is an ongoing implementation. It changes depending on our usage and use cases. It also changes depending on the changes in the market, customers, and so on.

It is expensive. Licensing is on an annual basis. 

I would recommend this solution. I am using it, and I am happy with it. I don't see any major issues. It is a great platform. 

I would rate Salesforce Platform an eight out of ten.

Our company's main solutions that we provide are SAP centric. Currently, we are checking and testing this solution.

The solution is very robust and easy to develop in.

We have been using the solution within the past 12 months.

It is a stable solution.

The installation was easy.

We had no problems with deployment.

The solution is a bit expensive.

I rate Salesforce Platform and eight out of ten.

We primarily use the solution as a support console. 

The product has definitely helped us improve our support services.

The way the solution is able to record and update within the feeds, including internal conversations, is really helpful on a case by case basis.

The initial setup is pretty straightforward.

I've used Salesforce for five years within different companies. It's the first CRM I used and I have kept using it. The UI or UX is probably what I'm most familiar with. I don't think there's anything that makes me feel uncomfortable. It's easy to use.

The solution is really good if you need to have direct communication with end-users like retailers and that sort of thing. 

The product is pretty responsive.

At this particular organization, we only just implemented support about six months ago. There are still aspects of the solution we are exploring and we are in the process of looking at some integrations. We're just testing its capabilities, and therefore I can't say there are any features that are missing per se.

If you have resellers or distributors, you just need to figure out a way to set up the system in the backend. Since every company is different, it takes a little bit of time to figure that out.

I've worked with the solution for five years across a few different companies.

We haven't had any issues with bugs or glitches. We haven't experienced any freezing or crashing. So far, the solution has been very stable and reliable.

We're working with a pretty basic model right now. We haven't tried to scale anything just yet, as it is still relatively new to the company. I'm not sure if we plan to increase usage in the future or not. If we do decide to scale it, we'll have to discuss how to do that with our Salesforce representative.

That said, currently, I don't see any limitations that would make me think there would be an issue with scaling if we wanted to.

I'm not sure how many of our team is actually on the solution.

I haven't had the opportunity to reach out to technical support just yet. There hasn't been a need. Therefore, I can't speak to how knowledgable or responsive they are. 

We didn't previously use a different solution. This is the first implementation.

We haven't found the initial setup to be too complex. It was rather straightforward for our team.

We're just customers. We don't have a business relationship with Salesforce. We primarily use the solution for internal use. We don't deploy it to clients. I'm not sure of which version we are using. It's likely the latest one.

I'd rate the solution seven out of ten overall. It really is a fit for all business types.

The primary use case of this solution is for sales.

The most valuable feature is ease of use.

The interface makes it an easy solution to use.

The marketing automation needs improvement, as it should be easier to use.

I have been using Salesforce for four years.

Salesforce App Cloud is stable and I have not experienced any issues.

It's a scalable solution.

I have not used technical support.

I would rate this solution a six out of ten.