Salesforce Platform Reviews

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 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.

We primarily use the solution as a classic contact database like report building and things of that nature.

Salesforce is really the workhorse of CRMs at this point. I compare every CRM experience to Salesforce since it's really just the standard at this point. 

I love the report building that is available. 

The integration capabilities are great. Salesforce is great, however, it couldn't be what it is if it didn't integrate with every other cool tool that's out there. I'd say the integrations are probably my favorite part.

It's stable and reliable.

The solution can scale. 

I'd like some sort of automated cleaning functionality. The management of Salesforce could be quite a task. Old and unusable contacts can add up over time. If I could wave a magic wand, it would be to initiate a self-cleaning feature. 

I started using the solution four or five years ago. 

I've never had any issues with stability. There are no bugs or glitches. It doesn't crash or freeze. 

The solution seems perfectly scalable. However, it becomes increasingly more difficult to maintain and stay clean.

I use it at a pretty large organization. 

I've also used ZenDesk at one point. However, it doesn't have the same functionality. 

I'm not sure about the initial setup. I've never done an implementation from scratch. 

I'd rate the solution a nine out of ten. I've been pleased with the solution overall. 

We mainly use the solution for Salesforce and for the sales team. They would use it to advise their clients as to other portfolio balances. Also, at any given point in time, we would also use it for referencing any outstanding documents that would ensure that we are KYC compliant.

We like that it can become a single source of truth that can be shared by providers who would need to interact with their clients on a daily basis. Therefore, rather than having to consult multiple systems to determine a client's portfolio balance, we can just look at one place.

We like that we have the ability to configure the solution to meet our needs.

It provides a 360-degree view of the client in one place. 

The solution can scale.

It is stable. 

The back end really isn't user-friendly at all. In terms of data import, migrating data from, for example, a core banking system into Salesforce, we find it very difficult to do the mapping.

They need a proprietary tool that would allow for ease of integration into the environment. That's not just for migration. It's mostly for one-time loads when we need to get the deltas in. We need some sort of tool to make this easier.

The initial setup is complex. 

technical support is not very responsive. 

I've been using the solution for seven to eight years. 

The solution is stable and reliable. I'd rate the stability and reliability nine out of ten. There are no bugs or glitches. 

The scalability is okay. I'd rate the ease of expansion a six out of ten. 

Technical support is not very responsive. 

Negative

In the past, I performed the migration to Salesforce in another organization.

The initial setup is very complex. 

We have witnessed an ROI while using this solution. 

Even though the solution is expensive, it does give companies a good value for the money they pay.

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

I'd advise new users to first do a lot of training beforehand. You need a good base of knowledge before diving into any kind of project that will require development. 

I'd rate the solution six out of ten.

Our primary use case is as an end user.

It is very user-friendly, and intuitive, it will lead you and take you to the next steps.

I would like to see the organizational details improved to make it less difficult to bring new clients on board.

I have been using Salesforce Platform for the past few years.

The stability is good and I would rank it an eight out of ten.

The scalability is excellent with more than fifty thousand users.

The technical support team is called internal.

I would rate Salesforce Platform an eight out of ten.

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.

From lead management to reporting, everything happens in Salesforce.

It's used for lead management. We work on various accounts. Each of these accounts has various deals. Typically we concentrate on the upside deals. Converting these is a big task for us. That's where we leverage all these cloud platforms. Typically, it's for keeping track of the customer contacts, making an email campaign, or converting these leads.

Nowadays, we have the CPQ, right, the configured price and quoting feature, which actually gives us a lot of leverage when we want to submit a quote to the customer directly. It helps us a lot when the customers actually are on the CRM, so that's a platform-to-platform integration. It makes it a little easier for sales to actually have that conversation with the customer.

The best part is the cloud. Most of the updates do not take time with the cloud. We get a version of it on the fly.

Checking out or extracting a report is just a click away.

I really like the GUI.

The initial setup is easy.

It's user-friendly.

The solution is stable.

The scalability is great.

Salesforce as a platform gives a lot of freedom to have a customized view. Once we have more templates in place, that will be good. 

Instead of creating our own template, if we had some nice templates that we could pick up - if there were some Microsoft Word templates or Microsoft Excel templates in a repository in Salesforce, that would be great.

I've used the solution for almost eight-plus years.

It is absolutely stable for us. We have never faced a problem. Drawing out reports or having that dashboard visibility or creating your custom dashboard views is simple for us. We have not faced any problems there.

The solution is absolutely scalable. 

I take care of a POC which has almost 20,000-plus service sellers. It can handle definitely more than 50,000-odd people even in a POC.

We don't have any big plans to increase usage. 

I've never contacted technical support. I cannot speak to how helpful or responsive they are. 

The solution is straightforward. It's easy and not overly difficult. 

Deployment is something that is taken care of by the backend team. However, we have never faced such an issue migrating from a different CRM platform, a home-grown CRM platform to Salesforce.

The backend team handles licensing. I can't speak to the exact costs. 

Many teams can use this solution, including marketing, sales, CRM, business development, and HR. Typically I would recommend users to start using it right from the prospect stage, talking about sales language. That said, you can pick it up at any time. The prospect stage is a great place to start leveraging Salesforce, however. It gives an immense capability to have an end-to-end view when you are in sales. 

I'd rate the solution ten 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.

I use the Salesforce Platform for quoting, tracking, and updating customer information. We've also had a solution that we've created or built on top of Salesforce. We've recently deployed some native solutions, which I haven't used yet. Our entire project management team has been a recent adoption. There's is another third-party solution called Hot Docs, for reports.  I think you're going to be moving to another application that's even more functional.

The solution has plenty of features that are useful.

We have a lot of strategic accounts and large accounts that are tied with all the growth and acquisitions across North America, being able to tag parent-child accounts in an easier fashion would be better. This is the biggest pain point is associating parent to child and being able to align and manage it better. Overall a better parent-child relationship between accounts would be a benefit.

I have been using Salesforce Platform for approximately seven years.

The solution is stable and reliable.

We have multiple things that we built on top of the Salesforce Platform which our team utilizes. One's called Customer Planning Opportunities, which is about 16 globally. When through an opportunity, a salesperson on the service side can create requests for us for some of my teams, and then it sends out a mass email. 

There are multiple public and private pages that they've developed which we can log activities, such as sales, pre-sales, and pre-sale planning. We can upload documents that everybody can go and gather. If we upload a document in our Customer Planning Opportunity, which is built on top of Salesforce, it doesn't have to send attachments within the CRM. 

There are some places where there are some disconnects

The technical support is responsive. I don't personally call them, but they're very good about if you want to learn or receive additional training within the application. It's pretty good.

We have a technical team that does the implementation, and we hired third-party resources too for the deployment. I wasn't part of the deployment team.

Salesforce does a user capacity analysis on a regular basis. For example, if you're not using certain areas, you may lose access. If you don't go in and quote and edit quotes, all of a sudden you may lose your rights to quote.

I would recommend this solution to others.

I rate Salesforce Platform an eight out of ten.