Salesforce Platform Reviews

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.

Scalability to configure and integrate. This is due to Salesforce being easily configurable and, with the ability to build APIs, almost anything can be integrated, thus allowing more capability, more data and more value to the system.

Improved forecasting, account management, and a 360 view of customer.

Easier process to move to Lightning Components. There is a huge overtake of planning, testing and resources required to analyse what features would work. Currently, not all configurations and development can simply move across from Classic to Lightning. In an ideal world, this would be a lot less exhaustive.

Eight years.

No issues.

No issues.

No issues.

Six out of 10.

Straightforward for the most part. Can be complex with API integrations and coding.

Costly, but it is the top product in SaaS/PaaS. Pricing is more for large to enterprise level companies. If integration or development is not required, I'd recommend a cheaper CRM product.

Yes, we considered building in-house, Sage CRM, Oracle CRM.

Define your business processes. Consider customer experience first and then the User experience before thinking about data and financial related benefits.

We use this solution to maintain the information of our existing customers. We generate reports and analyze how customers have been interacting with the company. We also use Salesforce to find trends to make informed decisions in terms of events and marketing campaigns. 

This solution is accurate. 

The solution is not completely user-friendly, but it is user-friendly enough to support our day to day work. The Lighting version could be more smooth. We keep opting for the Classic version because it seems that it is least likely to get stuck. The Lighting version needs to be faster and easier to be able to get the information that we want.

The reporting for Salesforce could also be approved. It is a manual process and it would be useful to have a guide or videos on how to generate reports or any other cool things that you could do with the platform.

I have been using this solution for one and a half years. 

This is a stable solution. The Lightning version is a tad slow but the Classic version is more user-friendly.

The solution comes ready to use and there was nothing that we needed to do to get started. It was a matter of accessing the application and logging in using our credentials for our day to day work. As a first time user, the training that we were given helped us understand how to navigate the platform.

From an employee point of view, I would recommend Salesforce. It is user-friendly. 

I would rate this solution an eight out of ten. 

Salesforce Platform can be used with Amazon. 

The solution provides a preferred method of backing up data.

I also consider the interface to be a valuable feature. 

 We have yet to encounter any areas of the solution in need of improvement. 

The licensing is on an annual basis. It is expensive. The license is the only fee we incur. 

We do not have plans to migrate. 

I rate Salesforce Platform as a nine out of ten. 

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.

We are using it for forecasting, customer contacts, and that kind of sales stuff.

I assume it is in the cloud because that's Salesforce's model. They have their own private cloud.

It has provided visibility to opportunities.

The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot.

Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier.

I have been using this solution for probably a decade.

It is very stable. There are no performance issues.

It handles my needs well. We have hundreds of users all across our company. It is being used extensively in our organization. That's how we run our sales here. We have a support desk to take care of its maintenance.

I have not contacted their technical support.

I would rate Salesforce Platform a nine out of 10. If reporting was easier, I would probably rate it a 10 out of 10.

This solution can be used for managing customer relations.

One of the main features of the solution is it is flexible.

The reporting needs improvement and the dashboard could have more components added.

I have been using the solution for three years.

I have found the solution to be stable.

The solution is scalable and it is one of its best features.

The technical support has been fine.

I would recommend this solution to others.

I rate Salesforce Platform a nine 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.