it_user378165 - PeerSpot reviewer
Salesforce Service Cloud Certified Consultant at a consultancy with 51-200 employees
Consultant
The most valuable features for us are Visualforce and Apex, Process Builder, and Knowledge Base.

What is most valuable?

The most valuable features for us are

  • Visualforce and Apex
  • Process Builder
  • Knowledge Base

How has it helped my organization?

Our productivity and capability to solve and anticipate problems in the Call Centre team increased at least 50%.

What needs improvement?

Although the implementation was straightforward with our in-house team, it did take 12 weeks to complete the process.

For how long have I used the solution?

I've been using it for five years.

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April 2024
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What was my experience with deployment of the solution?

There were no issues with the deployment.

What do I think about the stability of the solution?

Through their site, they expose their stability KPIs for their customers.

What do I think about the scalability of the solution?

Considering they are 100% cloud, if the customer needs scalability you just have to contract more users.

How are customer service and support?

Customer Service:

10/10

Technical Support:

10/10

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

We had a different solution, and switched because they have a 100% integrated platform where my team can develop our business processes almost without code.

How was the initial setup?

It was straightforward, and it took 12 weeks to do the first implementation.

What about the implementation team?

We did it in-house. I strongly recommend good project management and some Salesforce certified people to help with the system integrations.

What other advice do I have?

Start with a small group of users, and take care with user adoption.

Salesforce has a great Customer Community where the users can add their suggestions and ideas.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Consultant with 51-200 employees
Vendor
Highly customisable CRM system - ever expanding feature set can be daunting

Valuable Features

Ability to add custom objects (tables) into the database means Salesforce can be tailored to any business. The workflow capability makes it possible to automate labour intensive tasks such as sending standard emails at pre-defined points within business processes.

Improvements to My Organization

Automation of routine emails, centralisation of data, standardisation of company processes, on demand access to reports and dashboards, 360 degree view of customer records and history.

Room for Improvement

Some areas of functionality from early versions of Salesforce getting a little dated and in need of overhaul. Examples include activity management.

Use of Solution

4 years

Deployment Issues

Installing Salesforce for Outlook needs careful preparation and confirmation of users' version of Windows and Outlook.

Stability Issues

Salesforce is very stable. I have not experienced any major outages since using the system.

Scalability Issues

No

Customer Service and Technical Support

Customer Service:

Salesforce customer service is efficient.

Technical Support:

Salesforce technical support is efficient.

Initial Setup

As a Salesforce implementation consultant, I have seen Salesforce setup in many organisations. Whilst it is easy to configure Salesforce, it is not always done in the most appropriate way. For example, creating custom fields when it would be better to create a custom object related to a master object, A specific example would adding fields to an Account to record customer satisfaction on a monthly basis. Better to create a custom object rather than adding a new set of fields each month.

Other Advice

Think about the Reports you want to run before you begin configuring Salesforce. Otherwise you may find you configure the system in a way that is incompatible with the Reports and Dashboards you need

Disclosure: My company has a business relationship with this vendor other than being a customer: My company is registered Salesforce partner
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
April 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
769,065 professionals have used our research since 2012.
PeerSpot user
Sales manager at a construction company
Vendor
In different tabs, you can track accounts, leads, and opportunities with one click. It's more expensive than other CRM services.

What is most valuable?

This is very flexible product. I can tune many of its features for our company. Also, it integrates almost all needed tools for a small company, like ours. I like its powerful dashboard and third-party integration tools. In different tabs, you can track accounts, leads, and opportunities with one click. Also, I love their PRM system for communicating with indirect channels. I worked with Salesforce for one-and-a-half years and I completed many projects with it.

What needs improvement?

Salesforce is more expensive than other CRM services. It also has fewer features than many others competitors. Each of these reasons is not a big deal, but they forced us to eventually find another solution.

For how long have I used the solution?

I used it for one and a half years.

What was my experience with deployment of the solution?

There were no deployment issues.

What do I think about the stability of the solution?

There were no more than a dozen cases of instability a year.

What do I think about the scalability of the solution?

It scaled well for us.

How are customer service and technical support?

Customer Service:

Customer service is nice.

Technical Support:

They sometimes have problems with finding the root cause of an issue.

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

We didn't use a previous solution.

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

This is an expensive solution.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user999 - PeerSpot reviewer
VP of Development at a marketing services firm with 51-200 employees
Vendor
Although expensive and can be hard to adopt, there's a clear reason that Salesforce is an industry behemoth in the CRM world.

Valuable Features:

Very robust CRM tracking Integrates well across the email platforms we use. API also integrates well with other inbound marketing software we currently use. Many useful apps in their AppExchange.

Room for Improvement:

Takes a long time to get fully up and running on Salesforce. We've noticed a few bugs that haven't been worked out (although Salesforce support team is great) It's quite expensive on a per user basis.

Other Advice:

Overall, I would recommend Salesforce, as it's an industry leader and integrates well across multiple platforms. However, it is expensive, and took a long time for my team to fully adopt Salesforce and to use it without having any issues.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
E-Commerce Business Partner at a tech vendor with 501-1,000 employees
Real User
One of the best solutions with a lot of interesting features
Pros and Cons
  • "It is a very good tool. There are a lot of interesting features. It is one of the best solutions."
  • "It could have a more user-friendly interface."

What is our primary use case?

It is for normal CRM usage. We are using it to manage our contacts and customer-related information.

What is most valuable?

It is a very good tool. There are a lot of interesting features. It is one of the best solutions.

What needs improvement?

It could have a more user-friendly interface.

For how long have I used the solution?

I have been using this solution for around one year.

What do I think about the stability of the solution?

It is very stable.

What do I think about the scalability of the solution?

It is very scalable, and it is very easy to add new users. 

We have 200 to 300 users of this solution. We will expand its usage depending on our needs. If needed, we'll extend the number of users.

How are customer service and support?

Our administration team handles that. I never needed support from them.

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

It was a company decision. We are a part of a bigger group, and in that group, we had Salesforce. It was also easy to deploy because we had a Salesforce specialist.

How was the initial setup?

I'm not an admin of this tool, so I don't know about its setup. In terms of its maintenance, it is provided as a SaaS service. Its maintenance is not our business. It is provided by Salesforce.

What other advice do I have?

I would definitely recommend this solution. Salesforce is very good. I would rate it a nine out of 10.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Sales development manager at a computer software company with 1,001-5,000 employees
Real User
Scales very well and allows you to do a lot of things, but its interface has way too much information and needs to be cleaned up a bit
Pros and Cons
  • "It is a one-stop shop for running anything related to sales. You can do a lot of things."
  • "It is very clunky. Its interface can be more user-friendly. There is always way too much information going on in Salesforce. It puts too much on your screen. It gives you every piece of information in the world, whereas I need less. It would be nice for it to be cleaned up a bit."

What is most valuable?

It is a one-stop shop for running anything related to sales. You can do a lot of things.

What needs improvement?

It is very clunky. Its interface can be more user-friendly. There is always way too much information going on in Salesforce. It puts too much on your screen. It gives you every piece of information in the world, whereas I need less. It would be nice for it to be cleaned up a bit.

For how long have I used the solution?

I have been using this solution for about four or five years.

What do I think about the scalability of the solution?

It is highly scalable. We have at least 500 users. About 70% to 80% of the company is using this solution.

How are customer service and support?

I haven't interacted with them. It is usually handled internally.

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

I haven't used any other solution.

How was the initial setup?

I wasn't involved with its implementation, but it is complex, and it has to be. I can't fault it.

What other advice do I have?

Salesforce is often recommended in order to scale, but it makes more sense to use Salesforce once you have scaled. There are smaller and simpler solutions, and if you don't need the complexity of Salesforce, it doesn't make sense to use it.

I would rate it a seven out of 10. I am generally satisfied with it.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Business Manager - Managed Services & IT Consulting at a tech services company with 201-500 employees
Real User
Lots of functionality with good stability
Pros and Cons
  • "This is a stable product."
  • "In the next release, I would like to see more integration."

What is our primary use case?

My primary use case is for business opportunities, following sales and pre-sales actions, and contacting customers.

What needs improvement?

In the next release, I would like to see more integration.

For how long have I used the solution?

I have been using this solution for two years.

What do I think about the stability of the solution?

This is a stable product.

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

I have previously used Sugar Enterprise and Hubspot CRM.

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

This product isn't the cheapest.

What other advice do I have?

I would recommend comparing this product with others before implementing it, as it's not the cheapest, and you may not use all of its functions. I would rate this solution as eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
reviewer823218 - PeerSpot reviewer
‎Senior Account Executive at a tech vendor with 501-1,000 employees
Vendor
It has custom fields and custom reports which can align to our business objectives and marketing focus
Pros and Cons
  • "It has custom fields and custom reports which can align to our business objectives and marketing focus."
  • "Auto clean for duplicate leads, accounts, and contacts needs improving."
  • "When importing from other apps, it gets messy."

What is our primary use case?

  • Business development
  • Account management
  • Sales governance
  • Lead management
  • Forecasting
  • Onboarding new reps 

How has it helped my organization?

  • Predictive sales data
  • Account/territory governance
  • Lead management
  • Marketing/sales synergy 

What is most valuable?

It has custom fields and custom reports which can align to our business objectives and marketing focus. 

What needs improvement?

  • Auto clean for duplicate leads, accounts, and contacts needs improving. 
  • When importing from other apps, it gets messy. 

For how long have I used the solution?

More than five years.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Jana Baumann - PeerSpot reviewer
Jana BaumannTrainee Human Resources with self employed
Real User

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Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: April 2024
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.