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Salesforce Platform Valuable Features

TM
Account Manager at a tech services company with 51-200 employees

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.

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SP
Solutions Architect at a tech vendor with 501-1,000 employees

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. 

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AB
Associate Vice President at a consumer goods company with 201-500 employees

We found that the dashboard creation is very simple, so we got all our data in one place and we told users: now it's your job to create whatever analytics you want on the backend. So instead of generically recreating and redefining everything, what we did is we allowed our users access to all the fields that let them select and define their own graphs and analytics and so on. When used like this, it is very simple for users and doesn't require any technical IT skills from their point of view.

We like that the technology is very agile and flexible in the sense that there's a large partner ecosystem within Salesforce Platform. This enables us to choose from many different partners with different advantages, and all of it can be done in a plug-and-play kind of way.

One other aspect that is very important to us is that Salesforce Platform is a global platform and widely available across all of India.

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Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
564,643 professionals have used our research since 2012.
PG
Senior Technical Consultant at a tech services company with 201-500 employees

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.

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AP
Senior Manager, Product Strategy at a consultancy with 501-1,000 employees

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. 

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Founder and Salesforce Consultant at SaaSnic

The solution has grown its services over time. Now, for example, it includes a Sales cloud, Marketing cloud, Service cloud, et cetera.

I liked the classic version of Salesforce. There are a lot of really great basic features.

It's very flexible and offers tremendous features for customers.

The solution is stable. 

The product works well at an enterprise level.

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NW
Customer Success Director at CloudChomp

The most valuable feature is being able to track the activity of my team and report results.

It is easy to add accounts, contacts, and opportunities.

The integration with different applications makes quick work of tracking activity.

The ability to customize things is great, as we can create an environment that is more conducive to how we do business. This allows us to be more efficient as a team and provide quick and easy reporting for our management team and customers.

I also like the automated alerts, to catch things people miss so that things stay updated correctly. 

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Senior Developer at jarvis

They also have features they are integrating to the other services or managing the technical management or you can go with the integration point of view and you can able to, in the build tool, do the configuring of those things in terms of other approvals or like customization. And you can include the time bond overflows for the emails. So all these parts come from the Salesforce only. So Appian does not have it, it comes with that only and now we are able to do it.

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Head Of IT and Corporate Processes at a pharma/biotech company with 51-200 employees

The value of this product to us is the seamless experience and having a fully integrated solution with all the market solutions. Salesforce also have a lot of partners with product teams for major project support. There are continuous improvements to the platform. Each day we find new functionalities or reports and it's very good for the team.

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Sr. Enterprise Multi-Cloud Strategist at a computer software company with 201-500 employees

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.

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Head of Enterprise Architecture at Mantrac Group

Salesforce is not a product ...it is a platform ....there is a huge difference between the two use cases  

The platform allows us to receive and collect information easily.

There's a great ecosystem within Salesforce:

1) a huge network of implementation certified  partners  who have a great knowledge about the platform

2) A Market place  were you  can download 3rd party apps on the platform

3) There is very good online documentation available and Salesforce offers good communication with its clients. It's very user-friendly and has a system that is easy to learn.

We've found the stability to be quite good.

The initial setup is easy.

The product can scale well.

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EE
Unemployed

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. 

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JV
Coordinator of Billing Process at a insurance company with 201-500 employees

The queue management of the solution is its most valuable aspect.

The solution is quite stable.

The product offers good scalability.

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JL
Enterprise Solutions Architect at a tech vendor with 501-1,000 employees

The way the solution is able to record and update within the feeds, including internal conversations, is really helpful on a case by case basis.

The initial setup is pretty straightforward.

I've used Salesforce for five years within different companies. It's the first CRM I used and I have kept using it. The UI or UX is probably what I'm most familiar with. I don't think there's anything that makes me feel uncomfortable. It's easy to use.

The solution is really good if you need to have direct communication with end-users like retailers and that sort of thing. 

The product is pretty responsive.

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Business Line Manager at Thomson Reuters

I'm not sure what the most valuable aspect of the solution is, but I can say that their finance and auditing systems are quite impressive. You can audit in different invoices right to procurement. It's all quite seamless. 

The user interface is very good.

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CM
Cybersecurity Technical Leader AWS - Google at a computer software company with 5,001-10,000 employees

The initial setup is straightforward. 

The solution scales extremely well.

The stability has been great.

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Practice Director at a computer software company with 201-500 employees

The reporting of the solution is excellent.

The dashboards are excellent. They are very clear and easy to understand.

The entire solution is very customizable and you are able to add many functionalities.

There are very good analytics capabilities.

The solution is easy to use. All of the UI is great. You can navigate it with ease.

The workflow process is fine. We haven't had any issues surrounding that aspect.

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KW
Director Multi-Disciplinary Oncology Enterprise Solutions at a healthcare company with 5,001-10,000 employees

The solution has plenty of features that are useful.

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Vice President of Sales at Pepperdata

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.

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LE
BG lead at a computer software company with 10,001+ employees

The activities, opportunities, follow-up of the opportunities, and business tracking are valuable features. It provides everything that we need. It works pretty well.

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RV
Quality Assurance Lead at a computer software company with 501-1,000 employees

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.

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GG
SVP, Senior Director, Platforms and Delivery at a financial services firm with 10,001+ employees

We used it for providing a 360 view of the customers from within Salesforce. So, a lot of data got presented there, for which we used Einstein Analytics. The Einstein Analytics dashboards were really great.

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RN
Managing Partner at a consultancy with 51-200 employees

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.

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TA
Solution Consultant at a tech services company with 1,001-5,000 employees

The reporting capabilities are pretty user-friendly.

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Manager - Key Accounts at a computer software company with 10,001+ employees

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.

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DB
Senior System Engineer at a tech services company with 51-200 employees

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.

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MZ
Sales Director at a comms service provider with 10,001+ employees

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.

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ST
Customer Service Representative at Global Services

It is a great platform. It's definitely an improvement from the GCP application that we were using previously.

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AG
CEO Unicloud - OKTA Israel at Unicloud

The standard sales and marketing tools that Salesforce provides on the platform are the most valuable.

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Commercial Manager at a computer software company with 1,001-5,000 employees

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.

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Lead at Aligned Automation

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

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DD
AWS North America Alliance Lead at a computer software company with 501-1,000 employees

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

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Founder at a tech services company with 1-10 employees

It is a fairly useful and user-friendly tool for salespersons. It is very extensive and flexible. You can customize it for your needs, and you can use whatever you want. I like Salesforce.

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PK
Architect

Its stability, performance, and usability are most valuable.

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SM
Chief Commercial Officer at a non-profit with 51-200 employees

The most valuable feature is ease of use.

The interface makes it an easy solution to use.

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HK
Process Specialist - Operational Excellence at a non-profit with 51-200 employees

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

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Gerente at 1-800SAP

The solution is very robust and easy to develop in.

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DevOps Engineer at Apptegy

The solution provides a preferred method of backing up data.

I also consider the interface to be a valuable feature. 

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Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
564,643 professionals have used our research since 2012.