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Alexander Saravia - PeerSpot reviewer
Gerente at a tech services company with 11-50 employees
Real User
Top 20
Feb 11, 2021
Robust, easy to develop with, and simple deployment
Pros and Cons
  • "The solution is very robust and easy to develop in."
  • "The solution is a bit expensive."

What is our primary use case?

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

What is most valuable?

The solution is very robust and easy to develop in.

For how long have I used the solution?

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

What do I think about the stability of the solution?

It is a stable solution.

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How was the initial setup?

The installation was easy.

What about the implementation team?

We had no problems with deployment.

What's my experience with pricing, setup cost, and licensing?

The solution is a bit expensive.

What other advice do I have?

I rate Salesforce Platform and eight out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1313040 - PeerSpot reviewer
Enterprise Solutions Architect at a tech vendor with 501-1,000 employees
Real User
Dec 11, 2020
Responsive with good UI, but takes a while to set up
Pros and Cons
  • "The product is pretty responsive."
  • "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."

What is our primary use case?

We primarily use the solution as a support console. 

How has it helped my organization?

The product has definitely helped us improve our support services.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

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.

How are customer service and technical support?

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. 

Which solution did I use previously and why did I switch?

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

How was the initial setup?

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

What other advice do I have?

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.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Customer Success Director at a computer software company with 51-200 employees
Real User
Dec 3, 2020
Easy to use, good integration with different applications, and customizable to our business needs
Pros and Cons
    • "Better flexibility in editing emails created from templates would be great, and being able to add hyperlinks in emails for scheduling meetings would allow us to automate more."

    What is our primary use case?

    Our primary use case is as a CRM. The goal is to create an easy and organized way of collecting and reporting on data. There are many pros and cons but overall, this is the best CRM that I have used.

    I have utilized at least five different CRMs over the last five years and although HubSpot was the easiest to use, it was not as robust as Salesforce. Salesforce inches above the rest as my favorite. I feel like some things are complicated just to be complicated and that takes away from the overall productivity it is creating for my team.      

    How has it helped my organization?

    Salesforce has created an easy way to track customer interactions and has simple reporting functions. I feel like some things are overly complicated for no reason, as there are much simpler ways to achieve the same goal.

    The ability to customize things is great, as we can create an environment that is more conducive to how we do business. This allows us to be more efficient as a team and allows me to monitor their productivity without micro-managing them.

    I can also set tasks for them when things get missed, as a friendly reminder. 

    What is most valuable?

    The most valuable feature is being able to track the activity of my team and report results.

    It is easy to add accounts, contacts, and opportunities.

    The integration with different applications makes quick work of tracking activity.

    The ability to customize things is great, as we can create an environment that is more conducive to how we do business. This allows us to be more efficient as a team and provide quick and easy reporting for our management team and customers.

    I also like the automated alerts, to catch things people miss so that things stay updated correctly. 

    What needs improvement?

    Easier bulk updating would be appreciated. 

    We need more flexibility with building processes and workflow automation.

    Better flexibility in editing emails created from templates would be great, and being able to add hyperlinks in emails for scheduling meetings would allow us to automate more.

    I would also like more flexibility in being able to designate both default and override values, as I feel like every time we have a new process, we have to add more fields to accommodate exceptions to the norm.         

    For how long have I used the solution?

    We have been using the Salesforce Platform for five years.

    What do I think about the scalability of the solution?

    Salesforce is easily scalable.

    How are customer service and technical support?

    I have only used the online resources and found them to outdated sometimes. Our Salesforce admin takes care of all this now. 

    Which solution did I use previously and why did I switch?

    I have used several different CRMs and my least favorite was Microsoft Dynamics. It was bulky, not user-friendly, and reporting was not ideal.   

    How was the initial setup?

    In terms of whether the initial setup was complex, I would say Yes and No. You definitely want to pay for assistance and support for set-up if you don't have an internal Salesforce admin. There is a learning curve that can be time-consuming. 

    What about the implementation team?

    We had a vendor to start with, and now we have an in-house team.

    What was our ROI?

    Using this solution makes our company more agile and efficient, and prevents information silos.

    What's my experience with pricing, setup cost, and licensing?

    My advice is that if you are going to use a CRM then use it correctly, get licenses for everyone, and demand compliance. Having only one department use it and not others will devalue the tool and its ability to provide effective solutions. 

    Which other solutions did I evaluate?

    Not at this company but in previous companies yes.   One declined Salesforce because it was not easy to get out of should they need to change their mind, and they were penny pinchers to a fault, so it was best they did that as I had issues with data loss in past when leaving Salesforce and going to a new CRM.  

    Which deployment model are you using for this solution?

    Public Cloud

    If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

    Amazon Web Services (AWS)
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    reviewer1375074 - PeerSpot reviewer
    Chief Commercial Officer at a non-profit with 51-200 employees
    Real User
    Jul 5, 2020
    Easy to use but the marketing automation needs to be simplified
    Pros and Cons
    • "The most valuable feature is ease of use."
    • "The marketing automation needs improvement."

    What is our primary use case?

    The primary use case of this solution is for sales.

    What is most valuable?

    The most valuable feature is ease of use.

    The interface makes it an easy solution to use.

    What needs improvement?

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

    For how long have I used the solution?

    I have been using Salesforce for four years.

    What do I think about the stability of the solution?

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

    What do I think about the scalability of the solution?

    It's a scalable solution.

    How are customer service and technical support?

    I have not used technical support.

    What other advice do I have?

    I would rate this solution a six out of ten.

    Which deployment model are you using for this solution?

    Public Cloud
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Senior Developer at a tech services company with 51-200 employees
    Real User
    Mar 12, 2020
    Offers good integration and has good stability
    Pros and Cons
    • "Features they are integrating to the other services."
    • "They need an easy way of getting details and then adding to it and then being able to do it in a more simplified way"

    What is our primary use case?

    We use the mobile application, the Lightning application. We use it with consulting and integrating the different products like vCloud or integration with Google. There are some that we do production also. Everything is on mobile now. So we use mobile apps and then we develop those applications. It's a Cloud browser and device support that we are doing the programming. So basically now we are developing that in the Lightning Application, where we can. That is based on the event architecture and by the company's controller, we write those according to that. We develop the programming that will go to the software, we need to have the APEX programming materials for the IBM system, or with Lightning RAWC, who with integration we need to go with other configuration tools. So there are a lot of things that need to be captured in developing the project.

    What is most valuable?

    They also have features they are integrating to the other services or managing the technical management or you can go with the integration point of view and you can able to, in the build tool, do the configuring of those things in terms of other approvals or like customization. And you can include the time bond overflows for the emails. So all these parts come from the Salesforce only. So Appian does not have it, it comes with that only and now we are able to do it.

    What needs improvement?

    If you compare it with Appian, there are business rules that you are dealing with. With less code, we are making a higher standard. So maybe, in the future, Salesforce can make it a more integral part of the application. And they are also strategic partners with multiple companies, so maybe that is the reason they are sustainable and they the four versions every year. These things likely depend upon robotics programming and they use the latest technologies for a more stable portal. So we need to be more cautious about the coding and so data file would be more stable. But as a partner, there will be some time-taking process to make it up in the implementation. When you compare with Appian, they have to improve more on configuration and more systematic care, configuring by itself and if they are making other things in the area that they update. 

    The process should be automatically approved. They should also configure the maps that we initial use. I think the alerts can be used differently, or customize the targeted content mills can also be automated. Those things can also be included in Salesforce. I was looking at this map that needs to be included. Like a world map. An easy way of getting those details and then adding to it and then being able to do it in a more simplified way, visually.

    For how long have I used the solution?

    I have used Salesforce App Cloud for two years.

    What do I think about the stability of the solution?

    Stability is more than adequate. It takes a number of developers to handle that currently. Most of the people don't know that a lot of features are developed with rules. Unless you are a developer you won't be able to design it currently. So it's easy to do a mini-platform now with Salesforce. That may be the strategy, but if it is having combined information within one platform, it is stable.

    How was the initial setup?

    At first, the setup can be difficult. But once we get it deployed and get our tools implemented it is more automated. We have now set up a solution that allows us to easily deploy quickly. So once you understand the coding program, then it was easier for them to deploy. It usually takes about a month to deploy.

    What other advice do I have?

    I would rate the Salesforce Cloud App at an eight out of ten.

    Which deployment model are you using for this solution?

    Public Cloud

    If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

    Other
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Business Line Manager at a computer software company with 10,001+ employees
    Real User
    Jan 29, 2020
    Stable and scalable with a very good user interface
    Pros and Cons
    • "I'm not sure what the most valuable aspect of the solution is, but I can say that their finance and auditing systems are quite impressive. You can audit in different invoices right to procurement. It's all quite seamless."
    • "The solution offers upgrades at a slower pace. The solution needs to keep up with competitors."

    What is our primary use case?

    We primarily use the solution for customer invoicing. We also use it for telling the customers about the regional upgrades and patches that we're rolling out.

    What is most valuable?

    I'm not sure what the most valuable aspect of the solution is, but I can say that their finance and auditing systems are quite impressive. You can audit in different invoices right to procurement. It's all quite seamless. 

    The user interface is very good.

    What needs improvement?

    I haven't used that much of the solution, so I can't speak to what would need improvement. For me, for now, I'd say it works pretty seamlessly.

    There have been some minor issues here and there, but they've gotten them under control.

    The solution offers upgrades at a slower pace. The solution needs to keep up with competitors.

    For how long have I used the solution?

    I've been using the solution for nearly nine months.

    What do I think about the stability of the solution?

    The solution is quite stable. I haven't faced any issues in relation to the stability of the product.

    What do I think about the scalability of the solution?

    The scalability is very nice once the solution has been implemented.

    How are customer service and technical support?

    Currently, we use our own services for technical support. If a team member from our support needs to contact them, they do.

    How was the initial setup?

    Our central ID services team handled the implementation of the solution. They'd be better able to discuss what the implementation was like. However, it's my understanding that it was pretty straightforward. I'm not sure how many people were involved in the deployment process.

    In terms of maintenance, there's an ICT team that handles not just this tool but several tools for us. I'm not sure how many engineers on that team are dedicated to Salesforce.

    What's my experience with pricing, setup cost, and licensing?

    The pricing of the solution is fine. The enterprise purchase was for our entire organization.

    What other advice do I have?

    We're partners with Salesforce.

    I'm not sure which version of the solution we're currently using.

    We're a sizeable company and have 3,000-4,000 people using the solution currently.

    We're moving towards a different cloud due to a corporate mandate we'd like to have the opportunity to implement it there.

    There's a lot of training that needs to be done to get used to the solution and to get to understand all of the features on offer. To tackle this, we have asked the task force training candidate members to get everyone trained. Getting a good handle on the solution is very important.

    Before Salesforce, we used to use four to five disparate systems to manage all the customers. With Salesforce, we have been given one central source of tools. There are several departments that used to target customers separately and each of them was using their own systems for tracking. Now, with this one tool, there's only one type of invoice. It's streamlined everything in terms of billing and customer outreach.

    I'd rate the solution nine out of ten.

    Which deployment model are you using for this solution?

    Private Cloud

    If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

    Other
    Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
    PeerSpot user
    Consultant at a tech services company with 1-10 employees
    Consultant
    Nov 30, 2019
    The technical support is effective and fast and the program is very stable
    Pros and Cons
    • "We haven't had any issues with stability so far."
    • "I would like to have integration with Google."

    What is our primary use case?

    Our primary use case for Salesforce App Cloud is to make assertions that I personalize, based on the information that the companies have in their systems. 

    What needs improvement?

    I would like to see an improvement in the price - it could be cheaper. Also, I would like to have more integration with Google.

    For how long have I used the solution?

    I have been using Salesforce App Cloud for three to four years now.

    What do I think about the stability of the solution?

    We haven't had any issues with stability so far.

    What do I think about the scalability of the solution?

    I believe Salesforce App Cloud is a scalable solution.

    How are customer service and technical support?

    The technical support is very good and they respond very fast.

    How was the initial setup?

    The initial setup is really straightforward. You can deploy it yourself, or you can make use of a consultant.

    What other advice do I have?

    I would recommend this solution to others and I will recommend that they use all the other SalesForce products. If their primary business use case is covered by Salesforce App Cloud, they should start there. If they have other business cases, they should definitely use other Salesforce products to see if that is covered.

    Additional features that I would like to see included in the next release is more integration with Google. On a scale of one to ten, I will rate this solution a nine. 

    Which deployment model are you using for this solution?

    Public Cloud
    Disclosure: My company has a business relationship with this vendor other than being a customer. Partner.
    PeerSpot user
    Luís Silva - PeerSpot reviewer
    Chief Technical Lead at a consultancy with 201-500 employees
    Real User
    Top 5Leaderboard
    Jul 5, 2019
    A reliable solution that helps us focus on business rather than technology
    Pros and Cons
    • "The most valuable features are quick customization, solid deployment processes, and excellent reliability."
    • "The cost of data storage is an issue once the company grows."

    What is our primary use case?

    We use this solution for the support of business sales and service processes.

    How has it helped my organization?

    It has allowed the company to focus on Business and not in Technology.

    What is most valuable?

    The most valuable features are quick customization, solid deployment processes, and excellent reliability.

    What needs improvement?

    The cost of data storage is an issue once the company grows. The last time I checked a Gigabyte of structured data (tables) cost 3000 usd per month.

    For how long have I used the solution?

    Ten years.

    What do I think about the stability of the solution?

    Very stable.

    What do I think about the scalability of the solution?

    With decent developers (governor-limits in Salesforce can be quite a challenge for newbies) Salesforce scales easily.

    How are customer service and technical support?

    All problems solve within a reasonable timeframe. Best support comes from the community which is great.

    Which solution did I use previously and why did I switch?

    Used Zoho CRM and also tested others. The flexibility and ecosystem for Salesforce is unmatched. 

    How was the initial setup?

    The learning curve for the initial setup can be difficult if you don't have professional help. Once the basics are learned getting things done is mostly a problem of process.

    What about the implementation team?

    In house

    What was our ROI?

    Less than a year

    What's my experience with pricing, setup cost, and licensing?

    Carefully study the user licencing possibilites and make adequate choices based on real needs (must have vs nice-to-have).

    Which other solutions did I evaluate?


    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
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