Salesforce Platform Reviews

We primarily use the solution as a CRM for client tracking, renewals, and opportunities and as a database for prospects and other CRM tasks. 

From an organizational level, this solution is great for being able to manage your business efficiently day to day.

It is a stable product.

The solution scales extremely well.

Technical support has always been helpful and responsive.

I don't have any notes for improvement. It serves us well. 

I've used the solution for probably ten years. 

The solution is stable and reliable. There are no bugs or glitches. It doesn't crash or freeze. I'd rate the stability nine out of ten. 

The solution is super scalable. It's easy to expand. 

Salesforce has excellent support. I have no complaints when it comes to their level of service. They do a great job of getting right back to you. 

Positive

I've never had to set up the solution. I really just get my username and password from the company, and then the company manages all of the data inside. 

I'm not sure of the exact pricing. However, they do charge licensing per seat. 

We're customers and end-users.

I'd rate the platform nine out of ten. It's the strongest CRM out there, and they've been around the longest. The support is great.

The tool's most valuable feature is the CRM. Salesforce Platform comes with out-of-the-box capabilities. 

Salesforce Platform operates as a cloud system, and within our organization, numerous internal systems handle data processing. While real-time data retrieval is feasible through services, achieving real-time communication poses some challenges.

We haven't experienced any issues with stability. 

I haven't contacted the support yet. 

I have used Pega CRM before Salesforce Platform. They have different capabilities except for the workflow. Salesforce platform leads in sales automation. 

Big organizations can take three months to complete deployment, but smaller ones can complete it earlier. You would need 20-30 resources for deployment. 

Salesforce is cheap. 

I rate the product an eight out of ten. Salesforce Platform does offer workflow capabilities, but challenges arise when dealing with real-time data integration, particularly for large organizations, especially in the financial sector.

CRM tool 

I find that the SalesForce solution can be used to capture everything you're doing during the course of the workday. I'm not a senior executive. I'm the guy in the trenches. I find management is trying to develop a portal to log all the information possible, so that, if I ever left, that they would be able to recreate my funnel and have all the contact information and the customer information and try to better understand the dynamics of the decision making within any of the corporations that I've identified as potential customers.

What I really like about Salesforce is that it's very intuitive. It's an easy platform for salespeople to quickly and efficiently be able to track an opportunity and develop custom reports for management. 

At times, companies that have embraced the Salesforce engineering model, have been able to gather resources necessary to facilitate quotes. It'll be able to store all my information, as far as notes from calls, meetings, and tracking the progress of a particular project.

There's always room for improvement. Simplification is something it needs for sales. Every time you get the engineers involved, they make things a little too complicated. It might be more beneficial to simplify everything for quick and easy reference.  

The solution should offer a Salesforce version for individuals. You have a number of people that have independent agencies and other independent workers that are out there that want to be able to track what they're doing and be able to put that into some sort of a schedule that coordinates with their calendar and everything else. When I look at Salesforce and I open Salesforce, it's unique to me as an individual. I've used Salesforce with many different companies. Sometimes you can see the visibility of other accounts, and things of that nature. These platforms can be problematic as you have people that are always looking at your stuff and then trying to work their way around you. 

With Salesforce, I do feel that I'm doing a lot of repetitive tasks. We're constantly, re-putting in the same thing over and over and over. And that's something that Salesforce should figure out. They need to remove redundancies, as salespeople want to move on to the next deal. Salespeople want to talk and track the initial and primary points of contact. They want to put in a quick note and move on to the next opportunity. 

For a salesperson, sometimes, you should be able to categorize your opportunities in the vertical markets that can be beneficial as well. I know it makes it a little more complex, however, that way you could see everything at a glance. You could look up which vertical, for example, you are more successful in. You should be able to split those out and dissect everything a bit better.

That way, when you're running your campaigns, you could actually have some consistency. For example, as a salesperson, you could say "today I'm going to call logistics companies" or "today I'm going to call finance companies". 

I've been in technical sales for about 30 years now and have used Salesforce for almost 20 years now.

The company I work for right now has 400 people.

I actually worked with GoldMine CRM, one of the first CRM tools that were out there. They worked on my internet services and voice services for many years before selling GoldMine to Vendata.

What I liked about their tool, which is something that Salesforce doesn't do, is they actually had a version for individuals as opposed to companies. That way, I would be able to track everything I was doing, too, and coordinate, and be able to save that information without setting up all the alarms that come with downloading something.

I haven't had to buy Salesforce, however, I have heard it's $1500 a user. 

I've used Goldmine Software, SEIBEL, Oracle, and Symantec Compass. 

The company I work for has a partnership with Salesforce. 

The product version is the latest and up-to-date. It's all handled through the company I work for.

I'd rate the solution at a nine out of ten. Nothing is perfect, however, Salesforce is a good CRM tool. 

There are various modules available, and not all of them are fully utilized or engaged extensively. Some modules serve internal purposes, such as tracking employee efforts and utilization. This relates to our customer support services. When you input something, you need to adhere to your specified timelines.

I find the user interface to be excellently crafted. It's user-friendly, and intuitive, with a minimalistic design, making it straightforward to navigate. The presentation is clear and easy to comprehend. Overall, it's quite satisfactory.    

Companies prioritize quality execution and user convenience over pricing concerns. Their primary focus is on the platform's effectiveness and the positive impact it can make, as well as the time-saving benefits it offers. It's essentially a blend of both factors, striking a balance between quality and cost.

This platform is indeed on the expensive side. One notable aspect is that it offers a comprehensive range of fields and even allows for customization, enabling users to tailor it to their specific tasks and requirements. This flexibility extends to creating customized labels and columns in the backend, making it a highly adaptable and tailored tool. Overall, I haven't encountered any significant challenges.

Pricing could potentially be a deciding factor, but I believe it's unlikely to be a major concern for the company behind this widely used CRM platform. Despite the higher pricing, it remains the most popular CRM tool globally due to its extensive features and capabilities.

I have been using Salesforce Platform for the past year.

It is a stable solution. 

It offers high scalability and is easier to scale and navigate.

I am not a part of the internal team. They are mainly responsible for the deployment.

From a pricing perspective, I believe it's safe to say that this platform ranks as the top choice globally. It offers an incredibly user-friendly experience and provides efficient storage solutions, albeit at a relatively higher cost. Nevertheless, it's also the most widely adopted platform worldwide, owing to its comprehensive set of features and capabilities that cater to organizations of all sizes, particularly larger IT firms. Whether it's big IT companies or any other industry, this platform stands out as a CRM tool for internal purposes, mainly due to its cost-effectiveness.

We use it as a CRM for our client management. We use it as a rostering and scheduling tool for our main business, which is supporting people with disabilities. We also use it for our payroll system.

We have increased the visibility of our information and reporting with the tool. Also, I think we now have a more streamlined end-to-end process.

I like that everything is on a fairly easy platform, and you can learn the system by yourself. Also, it's very fairly flexible. It's a system that you can use anywhere. So, you can use a mobile phone. You can use it anywhere. So it doesn't tie you to the office.

There are a few functions that I would like to see improved. The solution's rostering and scheduling, and payroll functionality need to improve.

We're working with all our vendors on issues that need to be updated and addressed to meet the changing business needs.

I have been using Salesforce Platform for about two years.

The solution's stability is fine. There are no issues with Salesforce's stability.

The scalability of the solution has been fine. We have a year of data in the tool, and there are no differences in performance from when we started using it. Around 550 users in m company use the solution.

Our third parties handle the technical support, and each one is different. Overall, they're all fairly good at what they do.

We used a number of different solutions before going with Salesforce. We didn't switch because they weren't fit for purpose, and we wanted to get all our critical business systems onto one platform.

The initial setup process was a complex thing to do because four different organizations were working together. We get enhancements and improvements every quarter from our vendors. Also, we enhance the product ourselves. I am responsible for the maintenance of Salesforce platform.

Third parties were involved in the implementation process. We had our in-house project team, but we also worked with a main external provider who organized the other third-party providers since four different organizations were working with us to do the deployment.

Price-wise, the solution is reasonable for what we're getting.

I would tell those planning to use the solution to take more than eight months to implement and ensure they have work in their internal business cases before implementing. I rate the overall product a nine out of ten.

We were trying to use Salesforce for an ecosystem to create a loan origination system. So, we are developing a product on the Salesforce platform.

Salesforce's out-of-the-box features are sufficient for most businesses. For instance, if I consider Sales Cloud and Service Cloud, they encompass almost every feature that businesses need for their sales and service processes. If customization is required, Salesforce offers good options, such as using their process automation tool called "Flow" or taking the programming route with Apex programming. They provide a wide range of capabilities under what they call "No code," "Low code," and "Pro code" options. Businesses can use these to tailor their processes on the Salesforce platform.

Salesforce introduces a lot of products and sometimes rebrands them, causing confusion. They acquire products like W and retain their names, creating confusion in the market. This confusion isn't related to the product's functionality but rather its positioning and rebranding. For instance, what was once known as Community Cloud is now referred to as Experience Cloud. This can be confusing for business leaders. Regarding the product's functionality, I find it quite competent. 

We did encounter some issues with Einstein, specifically Einstein Discovery, which is Salesforce's tool for building machine learning models. While it offers out-of-the-box features, we faced occasional problems with it not running properly and had to seek support from Salesforce. There were also some bugs affecting the results. The features didn't always seem stable. The support we received was often delayed, which was frustrating. So, in terms of Einstein Discovery, there were some issues with stability. Our support issues were primarily related to Einstein Discovery. We were getting really late support.

So, there is room for improvement in Einstein Discovery. 

We have been working with this platform for close to two years.

The solution is highly stable. They are among the best in this regard. They prioritize transparency and trust, promptly reporting any outages. Therefore, the solution consistently maintains its uptime without issues.

Our customers are in the enterprise category. They have a considerable number of licenses, more than 10,000.

Salesforce is indeed scalable. The key is to strictly follow to their design guidelines and recommendations when it comes to data storage. Since it's a cloud-based platform, they suggest using external objects for smaller data. By following their recommendations, there are no inherent limitations in scalability. They also offer options for data archival. However, the challenge arises when organizations deviate from these recommendations, which can lead to performance and scalability issues.

The current recommendations are quite satisfactory. Considering it's a cloud platform, the capabilities are impressive. The only challenge is that as the platform grows, it becomes more complex. There's now a greater degree of customization and additional features, which can be overwhelming for smaller clients who may not need all of them.

With Salesforce introducing numerous features annually, the product has become larger and more intricate. Before implementing these features, they undergo extensive due diligence. However, as the product has grown, it now contains a lot of features. Some of these features may not be relevant to a particular client. For instance, a smaller client that has purchased Salesforce might find these features overwhelming rather than beneficial. It would be helpful if they could also offer lightweight applications that cater to specific sets of features rather than providing everything to every client. However, this might not be feasible due to its cloud-based nature. Nevertheless, there are many features that do not add value to the client. To put it quantifiably, if an organization or client uses only 10% of 100 features, it implies that 90 features are superfluous. So, it has indeed become feature-rich. But how do we determine which features are actually being used? Is there uncertainty around that? The usage of features can be somewhat doubtful.

Einstein Discovery support was somewhat delayed. The response time could be faster. 

Salesforce is cloud-based, so there's no installation involved. You simply log in using the provided organization login. There's no need for installation.

There are two approaches, managed and unmanaged packages. For maintenance, a team is required because new features need to be developed regularly. Everything is managed within Salesforce itself, including DevOps. The team is needed not just for maintenance but also for feature enhancements.

The people required for the deployment process vary depending on the specific module or feature. For example, in a larger implementation like insurance, you might require a big implementation team of 15 to 1,000 people. However, even for a smaller 15-member team, ongoing maintenance and support by at least 10% of the team is necessary.

However, it's not fair to base this solely on team size. Suppose we're talking about a significant feature; we've delivered the entire thing in two to three months, but we still need at least two to 10% of the team to maintain it.

The licensing is on the expensive side, but most clients engage in negotiations to reach a more favorable agreement. For stand-alone or medium-sized clients, it can be relatively costly.

Currently, it operates mainly on a monthly basis, with options for yearly subscriptions. In practice, clients often opt for the annual subscription, which results in monthly billing.

Pricing is somewhat intricate in that regard. Salesforce offers various types of licenses, including unlimited, enterprise, and CFO licenses, along with different Sandboxes and channel support options. The licensing structure is not very straightforward. It's very cumbersome.

So customers have options within the license only where customers can get an option of different Sandboxes and channel supports.

When planning a Salesforce implementation, or any similar platform for that matter, it's essential to have a crystal-clear understanding of your needs. This advice extends beyond Salesforce to other platforms as well. 

Salesforce often provides recommendations on how objects and custom objects should be created. My suggestion would always be to aim for a solution that leans towards standardization. Avoid adding unnecessary complexity through extensive programming or excessive custom object creation.

I recommend leveraging no-code or low-code solutions rather than diving into pro-code development. Pro-code can introduce complexity, especially when dealing with new releases. With no-code and low-code approaches, you can ensure that your solutions remain robust and don't break with each update.

Therefore, it's advisable to rely on standard objects and processes as much as possible. If customization is required, prefer configuration or flow options. Only in the most complex scenarios should you consider pro-code, such as Apex programming. This approach ensures stability. Additionally, during the design phase, create plenty of instances to facilitate the entire process.

This advice is applicable across the board, but it's particularly crucial for Salesforce implementations. Properly planning data design and reference architecture before implementation is key. These principles can significantly impact the success of any implementation.

Overall, I would rate it as an eight out of ten. It's a very good solution, but it does come with complexity.

The Salesforce Platform is a massive-sized solution. It's a vast digital platform that you can place all your business processes on and you can make the best use of your data and your customer data all in one place. The large data that you can take out of it to base your decisions on, to know your customers better, to be more efficient, and grab all opportunities that are in place and have clear visibility. 

The Salesforce Platform can help aid you in making the right decisions at the right time. It's easy to use because everything is in one place. It saves the time of the people working, using it in different processes.

The Salesforce Platform's most valuable features are everything in one place, perfect reporting, highly customizable, and easy to receive information you need.

Salesforce is very fast in acquiring new companies that are good in certain business processes or modules which they update their solutions.

The general reports could be made easier in the Salesforce Platform. Generating needs extensive training to know the exact structure of the design. Whenever you search for something you need to know what are the exact fields that you need to view. It's not an easy process to learn.

We're in the implementation phase with the Salesforce Platform. We've launched one of the modules and we're working on the second one we will be working on the sales module later this year.

The stability of the Salesforce Platform it's very good for what we have used it for. However, I didn't use it extensively yet. I need more time to use it or to see how people are using it to be able to judge and say more details.

Salesforce Platform is scalable.

We have approximately 100 users using this solution and we have plans to increase usage.

I have a vendor on board, and whatever issues we might have they are my reference if I need something. I have not contacted Salesforce directly. 

I'm pushing people in my team to get certified to be administrators. They go on the Salesforce training on their website and they are doing their own training online. This is the only direct contact between my team and Salesforce directly.

Salesforce Platform has been easy to set up.

We are having a vendor do the implementation of the Salesforce Platform. It is not taking too much time as other CRMs do. 

If you have the people with the implementation knowledge they can do it internally, but I don't think this is the right approach. It's very costly to find somebody who's capable and I don't think you would need them as a full-time employee. Once you have your processes set up and ready, you might need only one administrator, you don't need developers or architects. You need only an administrator to sustain and maintain what is already there.

I would recommend Salesforce Platform to others.

I rate Salesforce Platform an eight out of ten.

Salesforce Platform is our CRM used to manage the business and the sales opportunities.

I like the mobile app.

When compared to Siebel, the Salesforce Platform is easier to use. I really like Salesforce.

The user interface is user-friendly.

The customization is good, you can set it up and do whatever you wanted with it. You can easily customize it, and automate reports.

It's fully functional in my opinion.

It may be slow, but that is relative. When compared to Siebel CRM, which was large, clunky, and extremely slow, Salesforce seemed fast to me.

I used Salesforce Platform every day for six years and stopped using it one month ago.

I am working with the latest version.

I have no issues with the stability of the Salesforce Platform.

The scalability of the Salesforce Platform is very good, you can easily add people and grow the product.

With the Sprint acquisition, we have approximately 40,000 or 50,000 users.

I personally have not contacted technical support.

I have cursory knowledge in Microsoft Intune or VMware Workspace ONE. We used to resell. I worked for Sprint, T-Mobile, and AT&T, and we were a major reseller of Microsoft Office and Intune at the time of their launch.

I was not involved in the installation. It has been in place for years.

I don't have any information regarding the price of the Salesforce Platform.

In general, the price is an area where there is always room for improvement.

I am primarily in sales and work with a technical team and engineers.

I would highly recommend this solution to those who are considering using it.

I would rate Salesforce Platform a nine out of ten.