Salesforce Platform Reviews

We use the Salesforce Platform for all the CRM activities in the organization.

Salesforce Platform could improve by having better integration with Microsoft Azure. For development, we use Microsoft Azure and there was proper integration between the two solutions. We had issues with the customer and they were logged into the Salesforce Platform. We did not have any good way of integrating those issues into the R&D. The R&D mainly uses Microsoft Azure.

I have been using the Salesforce Platform for approximately four years.

Salesforce Platform is stable.

The scalability of the Salesforce Platform is good.

We have 2,000 to 5,000 users using this solution. The product management uses it extensively.

We have used the support and I have not heard anyone complaining about the level of support.

I would recommend this solution to others.

I rate Salesforce Platform a nine 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.

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. 

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.

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.

I use Salesforce every day.

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

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.

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.

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.

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.

I have been using Salesforce Platform for approximately 20 years.

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.

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.

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.

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.

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

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.

We use Salesforce Platform for marketing, opportunity tracking, and account management within the sales element.

Coming into the early 21st century, actually automating a number of processes and work activities were done with legacy tools like Excel, Word, and so on. It's really just bringing everything into a modern integrated platform.

I like the reports and the dashboards. Since I'm a managing partner, I use the reports and dashboards to understand my team's contact management, opportunity management, and account management activities. We use Pardot for marketing campaigns.

Reporting could be better. Reporting is Excel-based, and it has sucked since the inception of the company. That's why I was excited about the fact of them bringing MuleSoft into the fold and Tableau.

I have been using Salesforce Platform since the late 90s.

The Salesforce Platform is very stable.

The Salesforce Platform is scalable. In consulting work, about four years ago, I did some work for GE. GE then consolidated 80 different Salesforce instances into either two or three instances. That's a company of 300,000 people globally at that point. Today, my business has a hundred partners, of which probably 60 or 70 partners use Salesforce.

My admin has used Salesforce technical support, and to my knowledge, everything has been very positive and very successful.

Over the years, we've created our own custom objects in fields. We try to keep the applications as standard or vanilla as possible, but we've tailored them to our business model and processes. The product is used moderately, and we have one Salesforce administrator to manage it.

I've been against Salesforce for many years, and even today, with Lightning, they haven't migrated everything that the platform did within Classic to Lightning. It's just continuing to improve the user interface and the integration capabilities with other non-Salesforce applications.

On a scale from one to ten, I would give Salesforce Platform an eight.

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

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. 

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.

I have used Salesforce Platform for approximately four years.

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.

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.

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.

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.

Our IT did the implementation of the solution.

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.

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

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.

Our team is using it for tracking sales and following sales conversations.

I'm pretty indifferent towards the solution. I don't use it for anything personally, although the company itself makes use of it for sales. My background is Microsoft and even then I don't really use Dynamics for anything.

It's a core component of any CRM, and just having the ability to journal the conversations happening is great from a sales perspective.

I like that I can subscribe to the chatter surrounding an opportunity, as my sales team doesn't actually call anybody or follow up with anybody. Yet, if they paste bogus numbers on the pipeline, I can follow it to see that they didn't do the job. It's nice to have that transparency.

Salesforce is a phenomenal application. It's very diverse. 

It does need very specific resources to help deploy it and buy in from the users. It's one of those items it's pretty disruptive and if it's not deployed properly and if it doesn't get utilized efficiently, it won't be effective.

Salesforce doesn't seem to be a really great document repository like SharePoint and SharePoint is backed in behind Dynamic CRM. Therefore, in most cases, generally speaking, it seems like it makes more sense to go the Dynamics route, assuming that the customer understands that if they're already using Exchange, Teams, and Azure Active Directory, they're using role-based access and controls for security and compliance. They have SharePoint as the underlying solution for document collaboration.

Salesforce at that point doesn't make a whole lot of sense for many Microsoft users. For example, with a customer I work with, they have this kind of disparate entity, and they select Salesforce as they say it's the one that pops up on Google when you search and that's likely why they went with it. You can't go wrong with picking Salesforce, however, you also need to have an on-site sales resource such as a Salesforce admin to manage it as nobody can figure it out. It's pretty complex. On top of that, the connection to Teams and SharePoint is so far away.

We would like it if it were possible to record a meeting on an MP4 and be able to upload that into Salesforce as something the sales team can track. There might be third-party plugins that allow for that type of usability, however, I'm not too familiar with them. 

While my company has likely had the solution for years, prior to my involvement, they have recently made a mandate to sign into the product daily. That has been as of March.

The solution is pretty rock solid. There doesn't seem to be issues with bugs or glitches and it doesn't crash or freeze. It's reliable. 

While I can't say exactly how many people at my company use it, I know it's a large amount and we have 500 staff members. 

We also use Teams for our video conferencing and meetings, and I've been using Team's folders to save assets, notes from OneNote, video recordings, and stream recordings from the Teams sessions. I saved them all into the Teams file, however, the larger population of the Salesforce team doesn't even know how to use Teams and doesn't know how to log into Teams even if it's for meetings.

I didn't handle any aspect of the deployment process. We have a guy on site that kind of manages it and he seems kind of stressed about it. He supports it for the entire organization.

I am not sure which version of the solution I am on at this time. 

There's a Google disruption going on here in terms of how to share content and paste it back into Salesforce. I've just tried to put the link in there. Now I'm kind of on the journal conversations. If I've added an activity or event, or I just paste the notes or link to whatever else inside the journal conversation, there seems to be payback if other users pay attention to it.

I'm kind of a Microsoft guy. However, if someone's having a look at it, I would advise that they really look at what they're trying to accomplish and what the rest of the tech stack looks like. Maybe it is the best for what they're trying to do, however, from a Microsoft perspective, most folks have exchanged Teams and everything else, and it goes hand in hand, with your Active directory and the rest of those identity services.

When you start with a disparate CRM, it's kind of against the grain and it's not quite as cohesive. On top of that, when you have meetings and everything else, you have content and collateral that's created so you need to know where are you going to store those assets.

I'd rate the solution at an eight out of ten. It's a good solution, however, it's not something I would personally pick.