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Commercial Manager at a computer software company with 1,001-5,000 employees
Real User
Nov 21, 2021
Easy to use with strong reporting features
Pros and Cons
  • "Salesforce's strongest feature is reporting especially; it's also a lot more usable than other platforms I've worked with, and it has a great user experience with the ability to filter and access information in real-time."
  • "Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail."

What is our primary use case?

We're using Salesforce to manage sales opportunities and relationships with our final customers. Salesforce can also be used to create a plan of activities for each deal. Salesforce can conduct some sales, budget, and revenue forecasts, and we use that information to predict our budget for the next periods.

What is most valuable?

Salesforce's strongest feature is reporting especially. It's also a lot more usable than other platforms I've worked with. It has a great user experience, with the ability to filter and access information in real-time.

What needs improvement?

Salesforce's mobile app could be better. Also, it could integrate more seamlessly with Gmail.

For how long have I used the solution?

We've been using Salesforce for three or four years now.

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What do I think about the stability of the solution?

Salesforce is pretty stable.

What do I think about the scalability of the solution?

Salesforce is pretty scalable. We don't have many users in Brazil, but we haven't seen any problem with performance so far. 

How are customer service and support?

Technical support isn't something that you really need for day-to-day activities. We usually don't need that.

How was the initial setup?

I have an internal team that works with Salesforce to set it up for our customers. And they have set up the solution for us as well. So I don't know how hard it was to set up. For us end-users, it was pretty easy, but I don't know for them. 

What other advice do I have?

I rate Salesforce nine out of 10. 

Which deployment model are you using for this solution?

Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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reviewer1692633 - PeerSpot reviewer
AWS North America Alliance Lead at a computer software company with 501-1,000 employees
Real User
Oct 14, 2021
Provides visibility to opportunities, and the keyword search makes it easy to find things
Pros and Cons
  • "The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot."
  • "We have hundreds of users all across our company, it is being used extensively in our organization, and that's how we run our sales here."
  • "Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier."

What is our primary use case?

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.

How has it helped my organization?

It has provided visibility to opportunities.

What is most valuable?

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

What needs improvement?

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

For how long have I used the solution?

I have been using this solution for probably a decade.

What do I think about the stability of the solution?

It is very stable. There are no performance issues.

What do I think about the scalability of the solution?

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.

How are customer service and support?

I have not contacted their technical support.

What other advice do I have?

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

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Lead at Aligned Automation
Real User
Sep 12, 2021
Very flexible, reasonably priced and scalable
Pros and Cons
  • "A very flexible solution."
  • "Compared to other CRM applications, Salesforce is very good and you can set it up in the cloud."
  • "UI needs to be more intuitive and user friendly."
  • "The UI needs to be improved. As developers, we can manage it, but for end users it's not very attractive in the workshop."

What is our primary use case?

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.

What is most valuable?

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

What needs improvement?

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.

For how long have I used the solution?

I've been using this solution for two years. 

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

The solution is very easy to scale. 

How are customer service and technical support?

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

How was the initial setup?

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. 

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

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

What other advice do I have?

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

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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it_user1643757 - PeerSpot reviewer
Quality Assurance Lead at a computer software company with 501-1,000 employees
Real User
Aug 14, 2021
Easy to scale, easy to setup, good performance, and good technical support
Pros and Cons
  • "The process and the workflows are amazing."
  • "Any issues it may have for example with integration are all minor when you compare it with the performance, scalability, and ease of use."
  • "Integration needs improvement."
  • "Integration with a few of the other products such as Spring Boot is a problem."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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.

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and technical support?

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

The technical support is good.

How was the initial setup?

The initial setup is straightforward. It is quite easy.

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

The price varies depending on the cloud.

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
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DevOps Engineer at Apptegy
Real User
Jun 7, 2021
Provides a preferred method of backing up data
Pros and Cons
  • "The solution provides a preferred method of backing up data."
  • "The licensing is on an annual basis. It is expensive."

What is our primary use case?

Salesforce Platform can be used with Amazon. 

What is most valuable?

The solution provides a preferred method of backing up data.

I also consider the interface to be a valuable feature. 

What needs improvement?

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

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

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

What other advice do I have?

We do not have plans to migrate. 

I rate Salesforce Platform as a nine out of ten. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Process Specialist - Operational Excellence at a government with 51-200 employees
Real User
May 28, 2021
Flexible, highly scalable, and reliable
Pros and Cons
  • "The solution is scalable and it is one of its best features."
  • "The reporting needs improvement and the dashboard could have more components added."

What is our primary use case?

This solution can be used for managing customer relations.

What is most valuable?

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

What needs improvement?

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

For how long have I used the solution?

I have been using the solution for three years.

What do I think about the stability of the solution?

I have found the solution to be stable.

What do I think about the scalability of the solution?

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

How are customer service and technical support?

The technical support has been fine.

What other advice do I have?

I would recommend this solution to others.

I 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
reviewer1568070 - PeerSpot reviewer
Solution Consultant at a tech services company with 1,001-5,000 employees
Consultant
May 16, 2021
Easy to scale, good reporting, but they need more data quality
Pros and Cons
  • "The reporting capabilities are pretty user-friendly."
  • "They should provide access to data quality tips and tricks to make it better."

What is our primary use case?

I sell competitive solutions, and I am an end-user of the Salesforce Platform, which is our CRM. We use this solution to keep track of customers, prospects, and associated contacts.

What is most valuable?

The reporting capabilities are pretty user-friendly.

What needs improvement?

They should provide access to data quality tips and tricks to make it better.

For how long have I used the solution?

I've been at my current job for five years, and I've been using it for that time. I have also used salesforce at other companies as well.

We are using the latest version, it's called Lightening.

What do I think about the stability of the solution?

It's a stable solution. We have not had any issues with the stability of the Salesforce Platform.

What do I think about the scalability of the solution?

It is easy to scale. It is, of course, the original software as a service.

We have 300 users in our organization who are using this solution, who are mainly Sales and Sales Management.

How are customer service and technical support?

I haven't used technical support. We have our own first-line support for our company. I've never had to actually reach out to Salesforce themselves.

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

Previously, I hadn't used any other solution. I have used Salesforce at this job and at my previous two jobs.

How was the initial setup?

I was not a part of the initial setup, it was already in place and done for me.

What other advice do I have?

The solution is good.

It's only as good as the company that you are working for, who sets it up, and that monitors it and dates it. This is one of the biggest challenges with customer relationships.

Management Software such as the Salesforce Platform ensures data quality.

The tool can be great, but if you don't enter enough accurate data and keep it up to date then the CRM tool functionality cannot be leveraged.

I would advise having a data quality manager for this solution. If you're going to be using it to manage sales over time and for marketing efforts, if you don't have up-to-date complete information in there, then you don't get the value out of the solution.

I would rate Salesforce Platform a seven out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1474431 - PeerSpot reviewer
Senior Manager Product Strategy at a outsourcing company with 11-50 employees
Real User
Top 20
May 14, 2021
Straightforward to set up, very stable, and offers good pricing
Pros and Cons
  • "The most valuable aspect of the solution is the unit coordination between sales and marketing when it comes to lead management."
  • "Salesforce is great and without any doubt, I would say one should definitely go for Salesforce as it does a lot of sales and marketing in the CRM that would help you if you work on productivity."
  • "Sometimes what will happen is we work on it and then we move to a different tab and work on something else. After five minutes, when we come back, it automatically signs out."

What is our primary use case?

We primarily use the solution for Account Management and Lead Management.

What is most valuable?

The most valuable aspect of the solution is the unit coordination between sales and marketing when it comes to lead management.. We needed one CRM where we can have all the relevant lead lists, customize lead information fields over there, upload important information, update information and pass the information from sales to amrketing and vice versa and ensure a seamless coordination - that was the best part of it because it improved the productivity and no longer we rely on email threads or manual excel sheets -we had a robust mechanism.

Another interesting feature is integration with other marketing automation platforms like ZoomInfo, Outreach etc. This significantly reduces our workload or maintaining or integration of data across tools and seamlessly helps us execute our activities. 

The initial setup was straightforward.. It didnot take any time to learn and set it up. 

The product has proven to be stable. We have not faced any productivity or workability issues. 

The pricing is good.

We've found the technical support to be very helpful and responsive. 

What needs improvement?

Basically, Salesforce has two different views. One is the plastic view and one is the lightening view. If I log in the view is not returned for me specifically. For example, if I'm working with view number one, and I toggle to view number two and then log out when I log out, I come back and I'm still back in view number one. I'd like to stay in whichever view I need.

Sometimes what will happen is we work on it and then we move to a different tab and work on something else. After five minutes, when we come back, it automatically signs out. The thing is, every time we need to re-login. I would like to propose a session extension pop-up. This means that there will be some kind of reminder that your session is going to expire in the next two minutes and to please sign in if you want to continue. 

For how long have I used the solution?

We haven't been using the solution for a short amount of time. We've used it for about two to four months.

What do I think about the stability of the solution?

The solution is quite stable. There are no bugs or glitches. We haven't found that it crashes or freeze. Its performance is reliable.

What do I think about the scalability of the solution?

We have yet to attempt to scale the solution generally. 

We did not add any users, however, we have added more and more workflows. We've been able to customize to our needs. In that sense, it can scale.

We have five users on the solution currently.

I'm not sure if we have plans to expand the product at this time.

How are customer service and technical support?

I've been in touch with technical support and would give them a rating of nine out of ten. They are quite responsive. We've been very satisfied with their level of assistance.

How was the initial setup?

The initial setup is not complex or overly difficult. It's very straightforward, very easy. A company shouldn't have any issues with the process.

I cannot recall the exact amount of time that the deployment took.

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

I don't have too much insight on the licensing, however, the pricing is quite reasonable. It's not overly expensive. 

Which other solutions did I evaluate?

We did evaluate one solution, however, Salesforce is the best when it comes to marketing.

What other advice do I have?

We are just a customer and an end-user.

It is my understanding that we are using the latest version of the solution at this time. 

Salesforce is great. Without any doubt, I would say one should definitely go for Salesforce. It does a lot of sales and marketing in the CRM that would help you if you work on productivity. If someone wants to have a single place where they need to be productive and that will deliver to the sales and marketing list, then yes Salesforce is the place.

I'd rate the solution at a nine out of ten. We've been very happy with its capabilities overall. 

Which deployment model are you using for this solution?

Hybrid 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: May 2026
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.