Salesforce Reviews

Salesforce is used for CRM marketing and customer support. If any customer approaches us, browses the company website, or participates in any of the sales events, we add the potential customer details, and then we follow up with them. If the customer shows interest and purchases anything, they become an actual customer.

Customer billing is also done in Salesforce. We primarily manage all the customer-related information, like what products were bought by the customers and what products they are currently keeping. We also use Salesforce for support, marketing, and product recalls.

The most important features of Salesforce are the look and feel and the customization. Salesforce is very easy to use, and anybody who is new to Salesforce can learn it very quickly. Salesforce has a lot of features from a customer 360 point of view, including what is happening with the customer and what happened in the past. Compared to any other CRM-related products, Salesforce is very user-friendly, and it has a lot of fantastic features.

The solution’s performance could be improved.

I have used Salesforce for around three years.

Salesforce is a very stable solution.

I rate Salesforce a nine out of ten for stability.

Since it's a cloud product, there are no issues with the solution's scalability and adding more users. Around 40 users use the solution in our organization.

I rate Salesforce a nine out of ten for scalability.

Salesforce provides excellent technical support.

I simultaneously use Microsoft Dynamics 365 for finance, supply chain, and HR modules.

I rate Salesforce an eight out of ten for the ease of its initial setup.

It takes three to four hours to deploy Salesforce.

Salesforce is deployed on-cloud in our organization. I would recommend Salesforce to other users.

Overall, I rate Salesforce a nine out of ten.

I use Salesforce daily in my role on the server side. I primarily track opportunities, download reports, and update information related to commercial activities such as customer meetings and appointments. The key data I rely on includes customer details, opportunity reports, sales reports, and reports on appointments or meetings. Salesforce is essential for managing and optimizing these aspects of my daily workflow.

Salesforce has significantly enhanced our organization by centralizing information and enabling faster report generation. Having all data in one platform has improved our tracking and decision-making processes, allowing us to make more informed decisions efficiently.

The most valuable feature for me in Salesforce is the reporting functionality. In my sales-focused role, I heavily rely on generating reports—typically just a couple each day. The ease of creating and accessing these reports is crucial for my daily tasks.

In terms of improvement, I see potential in streamlining the customization process. Tailoring the platform to specific company or team needs could be more efficient, avoiding unnecessary fields. Additionally, enhancing the interrelation between different reports directly within Salesforce would simplify the report-building process, eliminating the need for external tools to consolidate information.

I would like to see an artificial intelligence assistant integrated into Salesforce for enhanced functionality. Additionally, improvements to the mobile application for a more user-friendly and responsive experience would be a great addition in future releases.

I have been using Salesforce for over ten years.

I would rate the stability of Salesforce as around nine out of ten. While there may be occasional issues, overall, it is reliable.

Salesforce is highly scalable. We have approximately 1,000 end users of the solution at our company.

We previously used Zoho CRM but switched to Salesforce due to its robust platform and the ability to handle more information. Salesforce offers more customization options, extensive dashboards, and a variety of reports. While Zoho is user-friendly, it has limitations in terms of scalability and customization. Salesforce's complexity requires a dedicated support team but provides a comprehensive solution for our needs.

Salesforce is on the expensive side.

My advice for those considering Salesforce is to thoroughly explore the platform's features and understand its capacity for handling large-scale operations. Deep diving into customization options allows users to maximize the advantages Salesforce offers. Tailor the platform to your specific needs for the best results.
Overall, I would rate Salesforce as a nine out of ten.

We use Salesforce to manage our dealer management system, from inquiry to delivery. We are using a standard model, like a lead opportunity quotation order. We use Salesforce to customize operations, like delivery, handover, and invoicing processes.

We have a deskless policy, and the salesperson will perform all the customer-facing activities through Salesforce, which is accessible on his tablet.

As a platform, Salesforce is very flexible and scalable. It has a strong CRM model, like the lead opportunity quotation model, and the tasks and events are very powerful.

Salesforce has no integration with social media platforms except Facebook and WhatsApp. The solution's exposure to social media and collaboration with other systems could be improved.

I have been using Salesforce for five years.

I rate Salesforce an eight out of ten for stability.

Salesforce is a highly scalable solution. Around 400 users are using the solution in our organization, and we have plans to increase the usage as the business grows.

I rate Salesforce ten out of ten for scalability.

We previously used Oracle E-Business, and we shifted to Salesforce because it is much advanced.

The solution's initial setup is straightforward, but there are complexities that require resource administration experience.

The solution's deployment was done quickly by our in-house team.

Salesforce has caused improvement in our sales conversion because of proper tracking and lead nurturing. Now, instant recommendation and instance scoring assist the salesperson to focus on the lead, which they can convert to opportunities. We have seen a return on investment with Salesforce because of the increasing sales conversion rate.

We need to procure a separate license for every module.

A technical solution architect, a project manager, and an administrator are involved in the solution's deployment and maintenance.

Users can start using the standard models of Salesforce and minimize the customization. The platform is scalable and any customization is easily doable, but users should minimize the customization and leverage on the standard features.

Overall, I rate Salesforce an eight out of ten.

We have salespeople in the field who use Salesforce.

We use Salesforce as a CRM, and sales-related activities like order management are done through Salesforce.

The solution's marketing campaign management needs to be improved. After the lead is generated and the customer is onboarded, we do campaigns with the B2B or B2C side of the business to contact the customers directly. Salesforce should improve on this aspect.

I have been using Salesforce for three years.

Salesforce is a very stable solution.

I rate Salesforce a nine out of ten for stability.

We are very satisfied with the solution's scalability. Around 570 users are using Salesforce in our organization, and we have plans to increase the usage.

I rate Salesforce an eight out of ten for scalability.

We're quite satisfied with the solution’s technical support.

Positive

I rate Salesforce an eight out of ten for the ease of its initial setup.

Salesforce's deployment takes about six to eight months. We utilized boutique consultants to deploy Salesforce.

Salesforce is an expensive solution.

Salesforce is deployed on-cloud in our organization. I advise users to review the functionality of Salesforce clearly and provide a front-line mobile app, which is not on Salesforce.

Overall, I rate Salesforce an eight out of ten.

It's typically used for self-hosted implementations. If you have a massive Salesforce implementation and are struggling with or don't have test automation, that's when they reach out to us.

You can even use it to automate entire flows within Salesforce, like creating an opportunity page.

Our customers come with a specific niche requirement. Customers typically don't come with generic testing requirements but rather specific Salesforce testing needs. When we demonstrate our solution for their specific needs, we are often able to convert them into customers. Our pricing is also very competitive.

Every customer has unique pain points. Our test automation solution addresses many of these, such as increasing speed and saving costs. Our test management solution helps with governance. Depending on the customer's needs, our solution can address those pain points.

Integration with AI: 

It's integrated with ChatGPT (OpenAI). It's around the generation of scenarios. For example, if you want to create a test scenario, you can use ChatGPT and our capability. We've modeled the LLM after activity and trained it on provided items, helping us with the digitization of testing areas. 

There's also the Assistant. If you need support on Provar, this assistant, an LLM model trained on Provar documentation and knowledge, can respond to customer queries directly.

It's mainly about the technology and how you identify objects in third-party systems. That's unique, and not many platforms have it. 

Another important thing is the dashboard. Also, the test management solution is embedded within Salesforce, so you don't have to log into a different system. Customers in the Salesforce ecosystem like the Salesforce UI, which is why they prefer Provar.

Our customers wants more enterprise-level capabilities. Currently, we specialize in Salesforce, but many customers want us to support other platforms like SAP. 

There is also a focus on AI initiatives, which I believe will significantly improve the product in the future.

However, Provar has already added many AI functions like test generation, coverage, data mapping, self-healing, and more. But the next generation of the product, coming in the next two years, will have a completely new look and capabilities.

I've been working with Provar since last October.

Stability is good. I would rate the stability a nine out of ten.

I would rate the scalability a nine out of ten. It is very easy to integrate with another system. When it is easy to integrate with systems, it becomes easier to scale. 

Our clients are mostly enterprise businesses. We mainly work with enterprises.

We typically don't work directly with them. We have our own customer success and customer service teams to handle support tickets. Our (my company) high retention rate is a testament to our support quality.

Positive

Tosca and ExcelQ are our main competitors, along with homegrown Selenium frameworks that many of our customers use. But Provar usually wins, especially for Salesforce testing.

The initial setup is very easy. There are two ways to install it. Provar Manager is based on Salesforce, so you can download the package from the AppExchange. 

Provar Automation is a desktop solution, and you just need to run the installer. Neither requires complex configuration.

Deployment model: We have a hybrid model. Our case management solution is cloud-based, within Salesforce. The automation part is currently desktop-based, but in the next two years, we will have both cloud and desktop versions.

Integration in the existing workflow:

Provar can integrate with any DevOps or test management solution on the market. We have API capabilities, making integration very easy.

It's medium-priced. It is cheaper than Tosca.

Overall, I would rate it a nine out of ten. 

I would recommend it for other users. 

Salesforce is a good product that provides information and an overall view of the management area. The tool also helps my company deal with the follow-ups when it comes to the sales part. I use the product mainly for its customer management and project management components. In general, I use the product to manage sales pipelines and customers, along with the project management part. The tool is also useful for data analysis, specifically in the area of sales.

The product's setup phase needs improvement.

The mobile version of the product needs to be made more compact.

I have been using Salesforce for three years.

It is a stable solution.

It is a scalable solution.

The scalability options of the product can be used for medium and large-sized companies. Considering the reports from multiple countries that I use, I can say that Salesforce is a tool that can be scalable for global-level companies that have multiple branches in multiple countries.

More than 1,000 people in my company use the product.

Currently, I use Sophos.

There is an IT team in our company to take care of the product setup for new users. The setup phase for Salesforce would be a bit complex because it has multiple functions than any other ERP or CRM system. The setup process of the product might be a bit complex, but I think that it is something that is applicable to large organizations.

The product's onboarding process is a bit complex since Salesforce provides detailed or in-depth reports, so it may take some time for users to learn to use it.

The solution is deployed on the cloud.

I am not sure about the people involved in the deployment process since our company's central IT team is not located in the country where I operate. I know that the IT team takes care of the company's activities in multiple countries.

Though Salesforce is more expensive than the other products on the market, it does provide you with more functionalities.

I did not evaluate any other options against Salesforce.

Salesforce has enhanced our company's customer relationship management processes since I use it to see which customers I have to follow up with and which other customers I have to follow closely.

The most beneficial use of the product that I have seen is that I can use the information from Salesforce and analyze it. When my company records data in Salesforce, Salesforce provides reports from which I can use the data for further analysis or planning.

The product is good at helping with sales tracking.

Salesforce can provide users with access to the information from the previous records to help users follow each of the tasks on time so that it becomes suitable for the users to close a deal. My company may have certain projects in February, and we know that we have to follow a certain procedure to close a sales deal in that particular month. With Salesforce, my company can store the data in the reports to help us know which steps we have to follow every month to be able to close a sales deal.

I mostly use Salesforce for report generation so that I can have an overview of a lot of information and data inputs.

The capabilities of the product meet my company's specific business needs, but I don't connect Salesforce with any other applications. I only use Salesforce to get data from the report that is generated by the product to use for further analysis and findings in my company.

The reporting feature of the product has the largest impact on the productivity of my company since it is a powerful feature of the solution.

Though I have access to the mobile app meant for Salesforce, I use it mostly on my personal computer. The mobile app is good, but I prefer the desktop version since it provides more functionalities. The product's mobile version should be made more compact.

I think that my company's central management knows about the outcome of Salesforce because they invest in the tool so that it can be used across the globe.

I would tell those who plan to use the product that it would be good if they could use most of the functions in the product. If a company is not large-sized, the price may become a matter of concern.

I rate the overall tool an eight out of ten.

Salesforce has streamlined customer support within our customer's environment, particularly in the energy sector, where the focus lies on strategic penetration into specific geographies targeting B2B customers.

Our customization approach relies on leveraging the out-of-the-box visual experience provided by Salesforce. We enhance this experience by introducing new forms into the existing flow, ensuring continuity and efficiency. This involves enriching the predefined processes with additional steps tailored to the needs of key users responsible for maintaining the flow. Our goal is to complement Salesforce's existing templates without disrupting the established workflow, thereby extending functionality while maintaining coherence with the platform's native features.

Salesforce mobile app offers significant benefits for team productivity, particularly for sales teams. While our teams primarily work with laptops and browsers, managers utilize the mobile app extensively. Although we haven't implemented specific enhancements yet, the mobile app enables managers to efficiently track and assess commercial activities by agents, as well as monitor daily goals effortlessly.

One of the most impactful Salesforce features for business efficiency currently is its ability to ensure customer risk assessment throughout the sales process. This is crucial because we operate with a staggered payment model, dividing customer investments into stages. By integrating Salesforce with underwriting companies, the platform provides managers and agents with vital information to assess and mitigate risks associated with proposals and commercial plans. This significantly improves the quality and control of operations, reducing the likelihood of issues arising due to excessive risk exposure.

When integrating Salesforce with other tools, our focus is on accommodating the specific needs and tracking requirements of each step. This ensures that we can leverage the integration to enrich the flow with additional information in real-time or near real-time. For example, third-party integrations, such as pricing based on web services and APIs, are utilized to enrich the flow. Once a proposal is approved, requests for invoicing are generated within Salesforce and sent for processing.

There's potential for further improvements to enhance the complexity of processes, especially for B2B evaluations and detailed negotiations. This can sometimes be challenging for agents relying solely on laptops due to limited screen space, whereas the mobile app provides a more immediate and convenient interface for conducting business with customers. There's room for improvement in user experience, particularly in how artifacts are displayed within forms. Enhancements could provide more intuitive navigation for users. Additionally, incorporating artificial intelligence into the process would be beneficial. This would involve leveraging AI to automate manual tasks and provide suggestions for fulfilling information collected by agents and management. AI assistants could offer recommendations to enhance efficiency and accuracy in data processing.

I have been using it for three years.

It provides good stability capabilities. I would rate it eight out of ten.

Scaling up may be necessary for certain demands, but there can be delays or limitations, particularly concerning license constraints. Unlike platforms like Microsoft Azure, where scalability is automated and consumption-based billing is more accurate, Salesforce may not offer immediate solutions or adjustments. I would rate it seven out of ten.

Salesforce's support services are generally superior to Microsoft's, although there are still some issues present. On a scale of one to ten, with Dynamics earning a five, I would rate Salesforce around seven.

Neutral

In this project, I'm utilizing multiple solutions including Salesforce, Azure for customer development, and Dynamics. Occasionally, I also engage with Oracle for other projects or when the need arises for faster execution.

The installation process can be challenging as it often requires involvement from the Salesforce team for escalations.

In terms of deployment, the primary challenges arise when working with different teams and managing branches that need synchronization across teams. However, we have a solution in place with DevOps. While this hasn't posed significant issues yet, it could become more complex, especially if we need to coordinate with marketing teams within the same customer environment. Deployment typically takes two to three hours.

I would recommend Salesforce as it's a robust and versatile CRM solution. While I may not be as familiar with other CRM products, I find Salesforce to offer rich functionality that can be tailored to various requirements. However, cost-effectiveness can be a challenge for some companies, particularly when it comes to customized development needs. The expense associated with customization may exceed budgets for some organizations. Nevertheless, Salesforce provides valuable out-of-the-box functionality that can enhance business processes. Overall, I do recommend it and I would rate it eight out of ten.

The product's usage varies significantly depending on the project. In some cases, we've utilized it to map out the entire process within the system. Other times, it's been more personalized, particularly for the last campaign I worked on. We've used it for simple opportunity management as well. 

We use Salesforce for various purposes, from managing company contacts to associating stakeholders with opportunities. While it's not the best tool for external messaging, we've integrated it with platforms like Slack and emails to share notes and track communication.

Salesforce helps our company in forecasting. The greatest value for the organization lies in forecasting and gaining an overall view of activity through effective reporting methods. This includes forecasting at various levels of the pipeline.

The tool helps us take over accounts to review past opportunities and notes. One of its main advantages is associating stakeholders and activity with customer contacts, providing an overview for team members. Its most valuable feature is sharing information with team members. The tool's ability to associate a company contact with an opportunity is a good feature. 

Creating new reports more easily within Salesforce and improving the ability to associate common names of companies, especially after acquisitions, would be beneficial. I would also like to understand the administrator who has control over the data. It would be helpful when you want to implement changes or escalate issues. 

I have been using the product for 20 years. 

Salesforce is stable and reliable. 

I haven't had any issues with the product's scalability. 

I haven't contacted the tool's technical support. 

We used SAP's earlier version before Salesforce. 

Salesforce's deployment is more complex than rolling out an accounting package. 

The tool saves me time since I don't have to use spreadsheets. 

The tool's most beneficial aspect was its integration with Chrome and emails, allowing me to communicate within and outside the company. Its mobile accessibility feature helped me to update the forecasts.

To plan out my Salesforce cycle in the sales pipeline, I would focus on understanding the steps required to close deals, particularly by leveraging the common catalog or services catalog.

I rate it a seven out of ten.