Salesforce Platform Reviews

We use it to manage the customer base, sales funnel, and sales team. We also intend to use it for CRM.

It is very modular in approach. It is very light, and it can be used on various devices. It could be used on an Android phone or a laptop, which makes it good for the sales team on the road.

It could have a lot more customization options in terms of fonts and reports. 

There should be an even lighter version with just two or three fields. It could be a bit more light if the field guys want to use it on a mobile phone on the road. 

For deploying it for CRM, maybe we can have our customer database, project funnels, and projects to help us in managing our supply chain business.

I have been using this solution for almost ten or eleven years. In my current organization, we have been using it for the last two years. I have also used it in my previous company.

It has been quite stable. We didn't have any challenges.

In terms of scalability, it has been good so far. I have seen it working fine for a team of 10 people as well as for a team of 1,000 people. There are probably more than 1,000 users in our organization globally.

In this organization, it is primarily for managing the sales team and sales funnel, but we also intend to use it for CRM around three years down the line.

I am a sales guy, and from my point of view, I never had any problem.

It is straightforward.

I have heard that it is fairly priced. It offers ROI.

It is a good platform. To deploy it in your organization, users should identify their problems and needs. They should align it with their needs in terms of customization. 

I would rate Salesforce Platform an eight out of ten.

We are using Salesforce Platform to store our data and for communication with our international partners. At the moment, we just have a data warehouse, which is Salesforce. So everything we have at the moment is stored within Salesforce. We are trying to create a data warehouse.

Salesforce has brought about improvements by storing all the data in one place, making it easy to find what is needed and to report on what is necessary. It provides seamless communication with international partners.

The most valuable aspect is that all data is stored in one place, making it easy to find what is needed and to report on it. The team uses it for reporting and for connecting to various parts of the organization.

As for improvements, connections could be enhanced. There is a considerable effort required to load the data, involving processes like XML connections. This area could see better integration to avoid headaches.

I have been with the company for nine months, and they had been using Salesforce for about two years prior to my joining.

Salesforce has been quite stable for our use.

I find Salesforce to be scalable.

Customer service is satisfactory. We have communicated with the team a few times, and they are quick to respond and able to satisfy our queries. If I were to rate them, I would give them an eight. We had to call up in the first place, but they are responsive and assess our needs quickly.

Positive

I'd rate the solution seven out of ten.

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.

We primarily use the solution for our sales processes, services, and customer communities. We also use it to complete other processes. 

The platform capabilities are very good.

It has a good CRM. You can enhance and extend it easily. It's easy to handle different processes. 

They are already beginning to implement generative AI.

The solution is stable.

It can scale well.

The technical support offers good SLAs.

They have some limitations as a cloud solution. They need to open it up a bit and remove some restrictions.

It's a bit expensive. 

We are looking forward to seeing more AI in the future. 

I've been working with the solution for 13 years.

The solution is stable and reliable. There are no bugs or glitches. It doesn't crash or freeze. 

We did not have any issues with scalability. It can extend easily.

We have 7,000 users on the product right now. 

We have occasionally reached out to technical support. They have been helpful. They are good. They can take a bit of time to respond, however. We have a premium account with them, and we have a decent SLA.

Positive

I've used Microsoft Dynamics CRM in the past. I moved to a new organization and here they use Salesforce. 

The initial setup has a moderate level of difficulty. It can be a bit complex. It's not overly easy.

We are going through a CI/CD process using metadata.

We didn't need too many resources involved in the setup. One developer can handle the implementation. 

The maintenance is pretty straightforward. Once it is completely set up, there isn't too much to do. 

We handled the initial setup in-house. 

The solution is just a little bit too expensive. I can't speak to the exact cost as I am not involved in the licensing. 

I'm using the latest version of the solution. 

If a new user wants to start with Salesforce, they should look at some documentation to begin to understand the product. There are lots of articles available online. 

I'd rate the solution seven out of ten.

The use cases are highly dependent on client engagement, so we're practically implementing solutions on various clouds, primarily Salesforce Service Cloud, but also on Salesforce Marketing Cloud and Salesforce Sales Cloud. Our implementations are generally OOTB solutions for clients. Sometimes, we also customize it.

I don't have a specific preference, but I like that it's practically with better customization. One can do almost everything using Salesforce's OOTB functionality without much investment. Also, there are a lot of codeless solutions. So the development effort is way less than trying to build something without this framework or this platform from scratch.

The solution's UI is horrible. It looks like it is from the 90s, and that should change.

The only area that I would speak against Salesforce is over the fact that there are a lot of new releases, and if you as a user or a client or an enterprise are not aware of the schedule of the releases, then they may face disruptions in the services provided by the solution.

At work, I'm doing everything related to Salesforce. I have been using the solution for a year now. I'm quite new to managing such projects. We're getting projects from Salesforce. We are one of the ten approved recommended vendors or platinum-level partners that Salesforce currently works with. We also develop for Salesforce AppExchange.

Stability-wise, I rate the solution a ten out of ten.

The scalability of the solution is quite good. Scability-wise, I rate the solution an eight out of ten.

Our clients range from small and medium companies to those companies which fall under Fortune 500.

Since they are our partners, I cannot comment on my experience with their technical support. I rate the solution's technical support a seven out of ten.

Neutral

One of our clients wants to implement Oscar in their organization, but it is still in a phase of an idea.

I rate the solution's initial setup a seven out of ten.

The deployment process takes around the day in a normal case scenario.

For deployment, we had two members from the DevOps team who worked with a technical architect. So, overall, three people were involved in the deployment process.

The solution is fairly priced. One also needs to have a good architecture team that can help choose the right solution. Comparing its pricing with other solutions is quite different because I don't think there is a CRM tool as complete, so well-known, and so enterprise-ready as Salesforce in the market. So it's kind of impossible to compare with another solution's pricing.

In my opinion, it is a complete tool with a very bad UI.

I would recommend technical personnel to just start from zero with the solution because they have a great self-explanatory platform. I think that one can climb up the ranks from being just an administrator to becoming a developer or a solution architect quite fast if one takes advantage of the learning materials that are mostly free on the solution. For a manager, I would say it's good for an entry-level manager. Overall, I rate the solution a six 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.

We are using Salesforce Platform to manage our leads, proposals, and POs.

Salesforce helps manage our leads and the conversion of leads, perform analytics, generate sales reports, track what is converted, what is in the proposal phase, etc. It is also being used to manage discussions with clients by connecting with emails.

The most valuable features of Salesforce Platform are its analytics capabilities. The automation and connection with emails allow us to track discussions with clients. Its dashboards are also very useful and provide detailed insights.

One area that could use improvement is the approval mechanism in the authenticator, which is unstable. It often stops working after two or three times and requires the use of codes.

We have been using Salesforce Platform for five years now.

Salesforce Platform is stable. Apart from the issue with the authenticator, everything else works fine.

We are using it for a couple of users, so I cannot comment on the scalability aspect.

We were using Odoo as an ERP before switching to Salesforce Platform. Odoo has a CRM module, but it is not as professional as Salesforce. Odoo requires more customization and coding.

The initial setup involves some customization and working on parameters. It normally takes one week to ten days to configure.

We are integrating Salesforce with Jira, and we have experts to handle this, so there were no issues on our end.

We evaluated Odoo. However, it is not as professional as the Salesforce Platform.

I'd rate the solution nine out of ten.

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.