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reviewer2171790 - PeerSpot reviewer
Head of IT at a non-profit with 201-500 employees
Real User
A flexible solution that can be used from anywhere while ensuring that it remains stable
Pros and Cons
  • "The solution's stability is fine. There are no issues with Salesforce's stability."
  • "The initial setup process was a complex thing to do because four different organizations were working together."

What is our primary use case?

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.

How has it helped my organization?

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.

What is most valuable?

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.

What needs improvement?

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.

Buyer's Guide
Salesforce Platform
August 2025
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: August 2025.
867,676 professionals have used our research since 2012.

For how long have I used the solution?

I have been using Salesforce Platform for about two years.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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

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

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.

How was the initial setup?

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.

What about the implementation team?

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.

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

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

What other advice do I have?

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.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Associate at Workvisory Services LLP
Real User
Lightweight, easy to use, and flexible as it's on the cloud
Pros and Cons
  • "I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light."
  • "I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution."

What is our primary use case?

I use the Salesforce Platform for customer relationship management. I use the solution for tracking and managing the customer lifecycle and the sales cycle.

What is most valuable?

I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light.

What needs improvement?

The Salesforce team is building some intelligence into the Salesforce Platform, but it needs more automation. In particular, I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution.

What I want to add to the Salesforce Platform is the ability to organize and present information on the dashboards more intelligently, as that would be of great help.

For how long have I used the solution?

I've been using the Salesforce Platform for about one year now.

How are customer service and support?

I've never contacted the Salesforce Platform technical support team because my company has a separate operations team in charge of getting support.

How was the initial setup?

The initial setup for the Salesforce Platform was easy, so it's a nine out of ten in this area.

I have no idea how long the deployment took because I wasn't involved in the platform's deployment.

What other advice do I have?

I'm part of a product company in the synthetic data space rather than traditional TDM solutions. I head the global analysis team in my company.

For CRM, my company uses the Salesforce Platform. It also uses Amazon Web Services. I'm also a user of the Salesforce Platform.

The Salesforce Platform is on the cloud, so I always use the latest version.

At least thirty-five people use the Salesforce Platform in my company.

The Salesforce Platform is a solution I would recommend to others.

My rating for the platform is nine out of ten based on its usability. The most important driving factor to me is its ease of use. The Salesforce Platform also has excellent features and functionalities. It's also important to me that the Salesforce Platform is a lightweight solution and very flexible to use on the cloud.

My company is a Salesforce customer.

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
Buyer's Guide
Salesforce Platform
August 2025
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: August 2025.
867,676 professionals have used our research since 2012.
PeerSpot user
Vice President - Customer Success at a tech consulting company with 5,001-10,000 employees
Real User
User friendly, intuitive, with high scalability, and reliable
Pros and Cons
  • "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."

What is our primary use case?

Our primary use case is as an end user.

What is most valuable?

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

What needs improvement?

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

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

The scalability is excellent with more than fifty thousand users.

How are customer service and support?

The technical support team is called internal.

What other advice do I have?

I would rate Salesforce Platform an eight out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1754871 - PeerSpot reviewer
Sales Director at a comms service provider with 10,001+ employees
Real User
Fully functional, customizable, and has a good mobile app
Pros and Cons
  • "When compared to Siebel, the Salesforce Platform is easier to use."
  • "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."

What is our primary use case?

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

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

I am working with the latest version.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

I personally have not contacted technical support.

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

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.

How was the initial setup?

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

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

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.

What other advice do I have?

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.

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 System Engineer at a tech services company with 51-200 employees
Real User
Works very well and is useful for keeping track of appointments and sales opportunities
Pros and Cons
  • "It works beautifully. I haven't had any errors."
  • "When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do."

What is our primary use case?

I use it for keeping track of my appointments in their calendar, and I use it to view opportunities for sales that my sales force puts in there for us. I am using its latest version.

What is most valuable?

I have used only two features. I use the calendar to keep track of my appointments, and I also use it to view the opportunities. You can put your clients' names in there along with their contacts and the opportunity for sales with them.

It works beautifully. I haven't had any errors.

What needs improvement?

When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do.

For how long have I used the solution?

I have been using this solution for three years.

What do I think about the stability of the solution?

I didn't have any issues. Everything has been good.

What do I think about the scalability of the solution?

I haven't tried to scale it. We have about a hundred users.

How are customer service and support?

I have not used their tech support.

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

We did use something, but I don't remember what it was.

How was the initial setup?

I didn't install it or configure it. Our company did that. I just used it.

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

I didn't buy it. I just use it.

What other advice do I have?

I would advise making sure that you have a plan for how you're going to configure it so that you do things right the first time. We've changed the way we use it several times. We have improved our workflow in there over time. This was just because of the way we were first using it or the way we had configured it. There is nothing wrong with the product.

I would rate it an eight out of 10. As soon as I get used to the changed look and feel, it'll probably go back up to 10.

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
reviewer1711254 - PeerSpot reviewer
Account Executive at a tech vendor with 51-200 employees
Real User
Enables us to log meetings, sales information and metrics but more end-user functionality would be useful
Pros and Cons
  • "Salesforce is the best one out there."
  • "Salesforce is incredibly slow. It was difficult to run live sales calls and leveraging Salesforce at the same time."
  • "Salesforce also did not integrate well with some of the other systems that we had."

What is our primary use case?

I am an end-user, I was never a power user or an architect, and I never developed any reports.

I use Salesforce for logging meetings, sales information, and metrics. I also use it for updating opportunities and looking at my own sales performance reports.

The company's sales team was at least 5,000 people.

What needs improvement?

I was hoping that with the integration of Tableau that they would have better end-user analytics to play around with. Coming from a MicroStrategy background, I was kind of disappointed. 

MicroStrategy is actually easier to use than Tableau. It was a function of the license that I was given.

Salesforce is incredibly slow. It was difficult to run live sales calls and leverage Salesforce at the same time. You can't ask a customer to hold for 45 seconds while you are looking for information about the account.

Salesforce also did not integrate well with some of the other systems that we had.

More end-user functionality would be useful. They should have some pre-canned reports that other analysts or salespeople would find valuable. 

I tried Salesforce Einstein, but that never really worked for me. The PowerSeller tool was just as helpful.

We would gather news reports about specific customers and identify if there were any buzzwords attached to it. I was able to create customized daily intelligence reports that would go out directly to my customers. TechnoMile integrated these reports directly into Salesforce allowing every salesperson that had the Archintel module to subscribe to specific reports giving them a compelling reason to reach out to the customer. Salesforce has a news feed function, but it is pretty ugly and very clunky to use. If they leveraged some sort of tool like this one, it would be amazing.

For how long have I used the solution?

I use Salesforce every day.

How are customer service and support?

I personally did not use the tech support at Salesforce. We had our own IT team.

What other advice do I have?

The slowness of Salesforce could have been due to the fact that it is on the cloud. I had used Salesforce at other companies and it was not as slow.

Salesforce is the best one out there. I know that SugarCRM claims to be better but I haven't had a chance to use it to compare.

I would rate Salesforce a 6 out of 10. It wasn't great and wasn't terrible.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Vice President of Sales at Pepperdata
Real User
Overall good functionality, scalable, and reliable
Pros and Cons
  • "What functions we don't get out of Salesforce, we typically receive from third-party applications that extend the capabilities. We integrate a lot of different products with Salesforce."
  • "Salesforce Platform has a cumbersome interface when creating reports, dashboards, and those types of things. They could be a little bit more simple. The administration has to be an aficionado to do any sort of administration and maintenance, for example, setting up the way you want to modify the lead tracks or functions. These systems tend to be quite cumbersome."

What is our primary use case?

In my role at the company, I use Salesforce Platform for many purposes, such as opportunity tracking, lead management, lead tracking contacts, and forecast productivity measurement.

What is most valuable?

Salesforce Platform overall helps me to track my business better.

What functions we don't get out of Salesforce, we typically receive from third-party applications that extend the capabilities. We integrate a lot of different products with Salesforce.

What needs improvement?

Salesforce Platform has a cumbersome interface when creating reports, dashboards, and those types of things. They could be a little bit more simple. The administration has to be an aficionado to do any sort of administration and maintenance, for example, setting up the way you want to modify the lead tracks or functions. These systems tend to be quite cumbersome.

For how long have I used the solution?

I have been using Salesforce Platform for approximately 20 years.

What do I think about the stability of the solution?

We have had the typical amount of bugs or glitches while using Salesforce Platform, however, none that were significant. There are always bugs and glitches in software, but not anything enormous. I think it's become much more stable over time.

What do I think about the scalability of the solution?

The scalability of the Salesforce Platform is good. We had a small implementation, we don't really have too much data or too many people. It has been scalable for what we have used it for.

We have 20 people in my organization that use this solution.

How are customer service and support?

We hire someone to maintain the solution for us and we use them for technical support. However, they might call Salesforce or tech support but I have not contacted technical support.

How was the initial setup?

The setup of the Salesforce Platform is complex. You have to be very well-educated; no one can set the Salesforce Platform up on their own. They have to be a trained Salesforce developer in order to set it up and in order to maintain it. It's not something you can do overnight; there is a lot of work involved.

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

For the number of people that are using Salesforce Platform in my organization, I feel the price is reasonable.

What other advice do I have?

Salesforce Platform is a good solution that does its job. However, I don't know that every company needs it. A company our size could probably manage with a less capable CRM with less overhead, but it does more than what we need it to do.

I rate Salesforce Platform an eight 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
Real User
Useful customization, features rich, and scalable
Pros and Cons
  • "he solution has improved over the years and the inputting of opportunity information is done a lot better and the GUI is good. The ability to customize dashboards and other elements was useful, we were able to move things around, for example, the forecasts. Most of the cells and input places were set, but we can customize the view and what we were looking at, such as on a daily, or weekly basis."
  • "I have found it takes an exceedingly long time to put opportunities or clients in the system. If I have an opportunity that I need to put in the system it could take approximately 10 minutes. This is a lot of time when you have multiple opportunities to put in. There are other tasks to do that are required by supervisors, such as forecasts. What I have done to save time is I did not input as much detail as I could have because I knew it was going to take me an hour to get five leads in."

What is our primary use case?

I was using the Salesforce Platform for forecasting, client opportunity creation, tracking, and client input and tracking.

What is most valuable?

The solution has improved over the years and the inputting of opportunity information is done a lot better and the GUI is good. The ability to customize dashboards and other elements was useful, we were able to move things around, for example, the forecasts. Most of the cells and input places were set, but we can customize the view and what we were looking at, such as on a daily, or weekly basis.

The solution is comprehensive, there is a wide range of features available. There are features that have been available from the beginning I am just learning about them now. 

What needs improvement?

I have found it takes an exceedingly long time to put opportunities or clients in the system. If I have an opportunity that I need to put in the system it could take approximately 10 minutes. This is a lot of time when you have multiple opportunities to put in. There are other tasks to do that are required by supervisors, such as forecasts. What I have done to save time is I did not input as much detail as I could have because I knew it was going to take me an hour to get five leads in.

For how long have I used the solution?

I have used Salesforce Platform for approximately four years.

What do I think about the stability of the solution?

The stability of the solution was good.  There were some bugs or glitches but nothing substantial or out of the ordinary that took us down for the day or prevented functionality.

What do I think about the scalability of the solution?

The solution is easy to scale. For example, adding new employees.

We have approximately 1,000 people using Salesforce Platform in my organization. This includes managers, sales teams, and other employees.

How are customer service and support?

In general, we would log calls into our company technical support for issues, and then they would escalate it as needed to the Salesforce team.

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

I have used other solutions similar to Salesforce Platform, such as Microsoft Dynamics. As a standard, the past three or four companies I have worked for have been using the Salesforce Platform.

What about the implementation team?

Our IT did the implementation of the solution.

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

The price of Salesforce Platform is very expensive. There are other solutions that are similar that cost a quarter of what Salesforce Platform does, such as HubSpot.

Which other solutions did I evaluate?

I have evaluated HubSpot and it does 85% of the functionality of the Salesforce Platform.

What other advice do I have?

I would advise those wanting to implement Salesforce Platform to have a dedicated Salesforce administrator who is used to have all changes go through them. Everything has to go through one person or it can get really complicated to manage.

Salesforce Platform is very good at what it does. However, it is still cumbersome, but then again, all the solutions I have used that are similar are all cumbersome. They all are asking for a lot of information in order to capture good realistic data. I have been doing technical sales amongst other things for 30 years and I do not know how these solutions can be made less cumbersome and still capture accurate information out of it.

I rate Salesforce Platform a seven 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
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.
Updated: August 2025
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.