Salesforce Platform Reviews

We are using it for forecasting, customer contacts, and that kind of sales stuff.

I assume it is in the cloud because that's Salesforce's model. They have their own private cloud.

It has provided visibility to opportunities.

The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot.

Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier.

I have been using this solution for probably a decade.

It is very stable. There are no performance issues.

It handles my needs well. We have hundreds of users all across our company. It is being used extensively in our organization. That's how we run our sales here. We have a support desk to take care of its maintenance.

I have not contacted their technical support.

I would rate Salesforce Platform a nine out of 10. If reporting was easier, I would probably rate it a 10 out of 10.

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. 

We primarily use Salesforce to manage pipeline opportunities. We are customers of Salesforce and I'm a senior enterprise multicloud strategist.

Salesforce enables us to track the percentage of opportunities that progress, the percentage that don't, and the reasons why.

This solution gives us a great platform to import and save customer data from various sources, and then manage them using outreach and various plugins to keep activity up. The dashboards are great, I can see lost or suspended accounts, year to day, total opportunities either as owner or team member, team pipelines, etc. It's very modular, so I don't have to continue to run reports and then track them myself. They have third-party plugins which are basically the same as features that enable you to get whatever functionality you need. It's fast and it works well, it's easy to aggregate information from multiple sources and all in all, I feel like it makes us a lot more productive as opposed to having to go to multiple websites. Here you can pull up an account, see all the tabs for that account without the need to have seven different tabs open on your browser.

The reporting functionality is very granular and you can do a lot with it, but unfortunately, it's not very intuitive. It's hard to get the report to show exactly what you want. It works if you turn it into a tile in the dashboard but working through it and creating the report is a little cumbersome, it's terrible. It's not super user-friendly, it takes time and some fiddling around. Simplified reporting would be great, but perhaps I don't have enough experience. I could spend some time figuring it out but for now, I create a report that I never have to create again. It's in a dashboard, so I don't get the opportunity to create much. With some training, I'd likely be better at creating reports. 

I've been using this solution for six months. 

The solution is stable. 

I've been able to scale very easily. We've doubled the size of our team in the last year and it's really easy to add new users and with a couple of minutes of training they've pretty much got it down. For that kind of internal growth and for everyone to be using it relatively well in such a short period of time, is great.

We have an internal technical resource that's able to assist on the Salesforce side. One of the things we've added recently is a button where you can essentially open a ticket for questions related to the use of Salesforce. In the past, I would reach out to our internal support team to help me build a report. Now, we simply have a request button that gets us to Salesforce.com support. I open the ticket and get a very quick response which is really great. 

From my perspective, they need to incorporate plugins. Salesforce is a great platform. It's like being able to use the apps on an iPhone. It looks good, you can make calls and it's easy to use but it's the ability to add apps which makes it great. In Salesforce terms, the value lies in the modular solutions through the plugins.

In terms of rating, the solution loses points because of the non-intuitive reporting. On the other hand, it provides many benefits. I would therefore rate the solution eight out of 10. 

We're using Salesforce to get some data for one of our clients - Excel filters. I'm a solution lead and we are customers of Salesforce.

Compared to other CRM applications, Salesforce is very good and you can set it up in the cloud. It's very flexible. 

The UI needs to be improved. As developers, we can manage it, but for end users it's not very attractive in the workshop. It needs to be more user friendly and more intuitive.

I've been using this solution for two years. 

In terms of scalability, I think it's one of the best applications to come out recently.

The solution is very easy to scale. 

I think the response time could be improved. We generally wait 24-48 hours for a response, which is quite a long time. 

The initial setup was relatively straightforward. Implementation was done in-house with assistance from Salesforce. Maintenance is really just the batching and updates. We have around 500 users in the company. 

The pricing is okay and the cost varies depending on your requirements and number of users.

I definitely recommend this product and rate it eight out of 10. 

We are predominantly a Salesforce consulting company and we do Salesforce implementation for various types of clients.

We are in the implementation business and we help our clients. Most of our services are in the nonprofit public sector and CPQ.

In terms of a CRM or a BAR, Salesforce is absolutely great from a client standpoint.

The completely out-of-the-box service is absolutely great.

The process and the workflows are amazing.

Integration with a few of the other products such as Spring Boot is a problem. 

Integration needs improvement. We have found that there are some issues with integration. 

DevOps is lagging in Salesforce development practice. We are looking for a better understanding of DevOps for Salesforce.

I would like to see automation DevOps in the next release.

It's a 14-year-old company and we have been using Salesforce Platform for nine months.

We are using the latest version. We have been working with both public and private clouds.

There have been some issues with the stability of the Salesforce Platform, but it's very minor compared to other applications.

The scalability of the Salesforce Platform is amazing. There are no issues with the scalability of this product.

We have 1,000 employees who use it.

As partners with Salesforce, we are dedicated and in touch with Salesforce all of the time.

The technical support is good.

The initial setup is straightforward. It is quite easy.

The price varies depending on the cloud.

We are exploring multiple different tools at this point.

Within our company, we haven't developed automation practice so far, which is the reason why I have been doing research to identify the most suitable tool exclusively for Salesforce functional automation.

I would recommend this solution to others. This is the right time to look into Salesforce, so it's going to be huge in few years.

I am totally in love with this solution. Any issues it may have for example with integration are all minor when you compare it with the performance, scalability, and ease of use. I would definitely rate it a ten out of ten.

The initial setup is straightforward. 

The solution scales extremely well.

The stability has been great.

There's a learning curve. It was a bit hard to understand the logical way of working with it, just at the beginning.

In Salesforce, you cannot adjust the level of information to what you want to exploit or to use yourself and not share. In a big environment, it's hard to hide information you need, so you have to get local writing for avoiding sharing information you don't want to share with other sales guys or management. It's useful for your business, for your objective, however, it's not useful if you share it on too large a scale, as name dropping is something our consultants and our other sales guys try to avoid in order to be discreet.

I've been using the solution for one year at this point. 

The stability has been great. There are no bugs or glitches. It doesn't crash or free. We find it to be completely reliable.

The scalability has been excellent. We haven't had any issues and don't see any limitations at all. if a company needs to expand, it's not a problem to do so. 

I've never had to contact technical support. Therefore, I can't speak to how helpful or responsive they are. We have our own internal team that we would turn to if we ran into any problems. 

I've used Microsoft Dynamics. I come from Microsoft Dynamics and it was more integrated with our email solution. It was for the agenda, the calendar, and all the tools you use to just work on a daily basis.

The initial setup is really easy.  It's not overly complex or difficult. However, that said, figuring out how to us is a bit difficult to start with.

We have a pretty limitless license. However, I don't know the exact costs involved. I'm just a user and do not handle any of the payments or contracts between Salesforce and our company.

We are a partner from Salesforce. There is a special agreement with them. 

We are Salesforce partners. 

I'm in sales. I'm working on Salesforce. My consultants work with different tools, and they are certified on it. 98% of our consultants are certified on solutions.

Overall, it's been a good solution and we've been happy with it. 

For those considering using the solution, I would advise that the company or team follow the different enrollment videos to be ready to jump into the Salesforce mechanisms.

I'd recommend using the solution. 

I'd rate the product at a nine out of ten. However, I find Microsoft Dynamics better. 

It is our customer base, and we use it for just about everything.

I am using the unlimited latest version. It is on the Salesforce cloud.

We use the whole gamut of it. We use it for customer information. We also use it for prospecting. It has information about our delivery team such as who has got a particular account. It also has any type of service information that is needed, such as billing address, demographics, system information, account teams, and account planning. If we want to delve into a customer, we can account plan and find out what they've got and what their networking environment looks like, and this information is held in our records. If something happens to me, and somebody called about that particular record, they can find this information and pick from where I left off.

It is easy to close pending deals. When a customer signs the paperwork, it has got the e-sign incorporated in it. So, when a customer says, "Yeah, let's move forward with that.", we send an amendment or a contract to the customer via e-sign. They sign it, and it comes right back to us. After that, the person who does the sign off on contracts signs it, and when they're finished with it, it comes right back to me stating that it has been signed and countersigned, and now I can go ahead and process that order and get to the customer a copy of the record so that they have a copy in their records. It is overall an easy place to keep things organized.

It is a good solution. It has a learning curve, but once you learn it, it is a very good piece of software to have to keep up with everything, such as cancellations, new accounts, new contacts, and new opportunities. We also sell co-location, so it gives us a lot of data center information, such as what rack this customer is in and how much power they've got on that particular rack. It gives a lot of information. You just need to know where to find it. Once you learn it, it is just easy to navigate. 

I can go anywhere with it because it is web-based. All I need to do is get to it, and I can get to my customer. It is pretty straightforward. It's like any piece of software nowadays. It has an application that can be taken with you anywhere. It is on my phone, and it is also on my iPad, desktop, and laptop, so I can take it with me anywhere. It is very easy to use and easy to access.

I like it because of the fact that it lets me know what I'm working on and what I've recently worked on. It also helps me and allows me to do tracking. If I want to go out and find out how many times I've touched customers, I can find that information out. It tracks such information, and we use it. If we send any type of promotions out, it tracks who gets those promotions and how they've responded to those promotions. It is just a well-organized space that kind of has everything that you need to take care of your customer.

There is always room for improvement. It can be hard to learn, but when you have somebody who is experienced in this, it is like anything else. It is like Excel, you'll never know everything about Excel, but there's somebody who would possibly know. I'm sure I don't know all of the ins and outs of Salesforce.

In terms of additional features, it has got pretty much everything in there. It has a lot of information, and it is perfect for me. I'm an old-school guy, so I think it's perfect, but I'm sure there's going to be some room for improvement somewhere along the line.

I have been using this solution for the last five years, but my company has probably been using it for quite some time.

The only glitches that you'll have will be the operator, but once you know the navigation of it all, you won't have a problem with it. It's like anything else you learn.

It is easy to scale. I use the unlimited version, so I've not been stumped on anything here. In terms of usage, all the personnel in our company use it.

I've signed up for difficult classes, and they've been Johnny-on-the-spot to help out and to see if there's anything else that they can do. Their customer service is top-notch.

It is pretty straightforward. It is pretty easy to set up accounts.

I don't know anything about its cost, but I'm sure it has got a nice little price tag that goes along with it. 

I would recommend this solution to others if they can afford it. It doesn't mean it is expensive. I don't know what it costs, but if you can afford it, it is a good way to get in. 

It is a good product, and it has served us well. It keeps us organized, and it keeps us with our customer numbers. It has a learning curve, but you got to start somewhere. Like anything, you have to learn it. If you've got a good attitude and an open mind, you can learn anything.

I would rate Salesforce Platform a 10 out of 10.

Salesforce Platform can be used with Amazon. 

The solution provides a preferred method of backing up data.

I also consider the interface to be a valuable feature. 

 We have yet to encounter any areas of the solution in need of improvement. 

The licensing is on an annual basis. It is expensive. The license is the only fee we incur. 

We do not have plans to migrate. 

I rate Salesforce Platform as a nine out of ten. 

This solution can be used for managing customer relations.

One of the main features of the solution is it is flexible.

The reporting needs improvement and the dashboard could have more components added.

I have been using the solution for three years.

I have found the solution to be stable.

The solution is scalable and it is one of its best features.

The technical support has been fine.

I would recommend this solution to others.

I rate Salesforce Platform a nine out of ten.