We use Salesforce Service Cloud for customer service at an American apparel brand. It helps us handle customer questions and issues. Customers can contact us through chatbots or phone for order status or cancellations. If the issue is complicated, our agents step in to help.
Senior Salesforce Engineer at a computer software company with 10,001+ employees
Helps to handle customer questions and issues through email, social media, phone calls, and chatbots
Pros and Cons
- "The solution is a great product. It's hosted on a platform that offers various features, such as email, social media, phone calls, and chatbots. You can connect with customers through any of these channels."
- "We've started using a couple of AI engines. I believe there's room for improvement there. For instance, when an agent receives a message like "My order is stuck midway, and the delivery guy isn't responding," there should be a pre-populated recommended response on the agent's screen. Instead of crafting a custom reply or searching through knowledge articles to find the delivery guy's contact, this should be the process."
What is our primary use case?
What is most valuable?
The solution is a great product. It's hosted on a platform that offers various features, such as email, social media, phone calls, and chatbots. You can connect with customers through any of these channels.
Salesforce Service Cloud constantly evolves with quarterly releases that address feedback and introduce improvements. Updates are regularly published publicly to keep users informed about the enhancements. This continuous improvement cycle ensures that the product stays updated and resolves ongoing issues, improving it with each iteration.
What needs improvement?
We've started using a couple of AI engines. I believe there's room for improvement there. For instance, when an agent receives a message like "My order is stuck midway, and the delivery guy isn't responding," there should be a pre-populated recommended response on the agent's screen. Instead of crafting a custom reply or searching through knowledge articles to find the delivery guy's contact, this should be the process.
The solution's omnichannel routing feature is difficult and tricky to manage.
For how long have I used the solution?
I have been using the product for three years.
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What do I think about the scalability of the solution?
My company has more than five customers.
How was the initial setup?
The ease of setting up and deploying Salesforce Service Cloud depends on the features you're utilizing. If you're focusing on basic functionalities like case creation and case lifecycle management, it's relatively straightforward. However, complexity increases as you delve into additional features like omnichannel, managing multiple agents, using multiple territories, etc. The more you add, the more intricate it becomes.
What's my experience with pricing, setup cost, and licensing?
The solution is priced at 50 dollars a month per user.
What other advice do I have?
Whether you should use Salesforce Service Cloud depends on various factors. Before diving in, it's crucial to analyze the product's cost, feasibility, and fit with your current setup.
Salesforce Service Cloud has significantly improved the customer service workflow over time. Initially, there were limited channels like emails, but as customer needs evolved, more channels were introduced, along with numerous functionality improvements.
I rate the tool a nine out of ten. It is one of Salesforce's best products.
Disclosure: My company has a business relationship with this vendor other than being a customer. customer/partner
Director - Customer Experience at a consultancy with 10,001+ employees
Offers real-time intelligence, stable product and improves interactions with customers in service environments
Pros and Cons
- "It is a stable product."
- "Knowledge Management platform could use some intelligence improvements. Data mining techniques for recommending the most relevant knowledge articles would be beneficial. Currently, that selection process is more administrative. AI could be used here."
What is our primary use case?
I'm a system integrator implementing the product for other companies. Typical use cases involve improving interactions with customers in service environments. This could be either a call center setup or using field service agents to service products on-site.
How has it helped my organization?
It is straightforward to integrate Service Cloud with third-party tools or other systems.
In most cases, we use MuleSoft as the integration technology when a direct API integration is needed.
What is most valuable?
I'm seeing more investment in real-time intelligence. This utilizes data, AI technologies like bots, and solutions like Customer 360 to interpret data in real time. This helps agents resolve customer interactions faster rather than having to navigate through multiple applications.
What needs improvement?
There are a few areas of improvement.
- One area for improvement could be in the speed and accuracy of analytics, particularly around resolving cases. There's room to enhance SLA (Service Level Agreement) management as well.
- Secondly, the Knowledge Management platform could use some intelligence improvements. Data mining techniques for recommending the most relevant knowledge articles would be beneficial. Currently, that selection process is more administrative. AI could be used here.
- Finally, within Field Service, it would be great to see better asset and inventory management capabilities built directly into the application.
For how long have I used the solution?
I have been using it for seven to eight years.
What do I think about the stability of the solution?
It is a stable product. It has been in the market for quite some time, so it is a stable product.
What do I think about the scalability of the solution?
I would rate the scalability a nine out of ten. It is pretty easy to scale.
It is suitable for medium and enterprise-level businesses.
How are customer service and support?
The customer service and support are pretty responsive. The processes are quite established. So, I didn't face any challenges with the support.
Which solution did I use previously and why did I switch?
There is ServiceNow. People think it is cheaper. But it is suitable for small organizations.
Large organizations prefer Salesforce.
How was the initial setup?
The initial setup is very easy.
What's my experience with pricing, setup cost, and licensing?
I would rate the pricing a five out of ten. The licensing is flexible. Companies pay for what they use.
However, a company with very small needs might find it difficult to justify the cost. Overall, it's in the medium price range.
What other advice do I have?
Overall, I would rate the solution an eight out of ten. I would recommend it to other users.
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. Integrator/Partner
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Salesforce Service Cloud
September 2026
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Enterprise Architect at Optus
Used for campaigns, decision-making processes, and order submissions
Pros and Cons
- "I don't have the specific details, but I'm aware that Salesforce is used for campaigns, decision-making processes, and order submissions. I'm currently in the learning phase and not familiar with all the details."
- "I'm not deeply engaged with this team, so I don't have extensive experience with it. As you mentioned, I haven't used it much yet, so my experience is limited."
What is our primary use case?
Our main use cases for Salesforce involve order submission and managing the shopping cart. Additionally, we utilize various modules, including the Salesforce Service Cloud, for our online channels. The platform is instrumental in submitting orders and seamlessly integrating them into downstream systems.
What is most valuable?
Salesforce is used for campaigns, decision-making processes, and order submissions. I'm currently in the learning phase and not familiar with all the details.
What needs improvement?
I'm not deeply engaged with this team, so I don't have extensive experience with it. I haven't used it much yet, so my experience is limited.
For how long have I used the solution?
I have been using Salesforce Service Cloud for two years.
What do I think about the stability of the solution?
The level of stability depends on the deployment. I'm not familiar with all the details, whether it's a self-service or managed deployment, on-premise or in the cloud. As a newcomer, I'm still learning, and I may not provide accurate feedback on these aspects.
What do I think about the scalability of the solution?
Salesforce operates on a metadata-driven architecture, not a microservices-based one, which limits its scalability. I would rate its scalability at a 7.
How are customer service and support?
I've only been with the company for a few months, and I'm not familiar with the support.
Which solution did I use previously and why did I switch?
The suitability of Salesforce depends on the specific use case. Salesforce offers a wide range of functionalities, including campaigns, e-commerce, and more. Broadleaf, on the other hand, is specifically designed for e-commerce. The choice between them depends on the company's needs and preferences.
What other advice do I have?
Overall, I would rate it 7 out of 10.
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.
Operation Management's at WhiteHat Jr
Love Salesforce's support team, facilities, and services
Pros and Cons
- "We are very happy with the support team from Salesforce."
- "I would like to add some bot features."
What is our primary use case?
We mainly use it for a CRM platform. We use Salesforce Service Cloud as a CRM.
What is most valuable?
We love Salesforce's support team, facilities, and services. Overall, the experience has been very good, and the team provided us with over six months of personal support.
A Salesforce support person was there for us, and they supported us for free. So, we blindly trust them. Based on my personal experience, it is a better option.
What needs improvement?
I would like to add some bot features. The bot feature is like an AI email response that I would like to add for easy and simple queries.
For example, if someone inquires about the breakdown of a price for a particular coding course, I would like to add a bot or AI function to automatically reply to those queries. So, I would like to have that automation tool for simple queries.
For how long have I used the solution?
I have been using Salesforce for eight months.
What do I think about the stability of the solution?
If we find any glitches, which might happen once every few months, we directly email the support team, and they resolve everything very quickly.
We might see a glitch every two or three months then. It might happen, but most of the time, it works very smoothly and fine.
What do I think about the scalability of the solution?
There's the sales team, the operations team, the quality team, the fraud analysis team... Every department and the entire company uses Salesforce.
How are customer service and support?
We are very happy with the support team from Salesforce. That's why we like their services.
Which solution did I use previously and why did I switch?
I used Zendesk. Then, after cost-cutting, we started using Salesforce.
Salesforce is very cost-effective. That is the major reason. From my personal point of view, Salesforce integrates with Microsoft Excel. In Zendesk, we had to create manual reports, like associate login reports and data reports on how many tickets were solved.
Salesforce has an integrated Excel feature, so there's no need to download or create reports. Everything is integrated, and the report is shown on the dashboard. The biggest reason, however, is that Salesforce is more cost-effective than Zendesk.
So, we weren't set to choose Salesforce, and looked at other options.
How was the initial setup?
The initial setup is very easy. It's user-friendly.
What other advice do I have?
I would suggest others to discuss with the sales support team and share your requirements and what type of CRM you want. They will guide you better according to your necessity.
From my point of view, I'm very happy with it. It is easy for a beginner to learn to use this tool for the first time.
There's no other way to think about the service. I would rate it ten out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Salesman at Manacor
Supportive analytics features but needs to improve in the area of pricing
Pros and Cons
- "The product's initial setup phase was straightforward."
- "The product's high price is an area of concern where improvements are required."
What is our primary use case?
I use the solution in my company to follow up on opportunities and activities.
I use the CRM part to open up new opportunities and follow up with a lot of opportunities since I work as a manager.
What is most valuable?
The most valuable features of the solution stem from the fact that the tool is fast and easy to use, and sometimes, Salesforce Service Cloud is not just a single app like Microsoft Dynamics 365 CRM. Salesforce Service Cloud is adding more and more interfaces.
What needs improvement?
The product's high price is an area of concern where improvements are required.
There are some imperfections in the product's stability, and it is an area where improvements are required.
For how long have I used the solution?
I have been using Salesforce Service Cloud for four to five years.
What do I think about the stability of the solution?
Stability-wise, I rate the solution a seven out of ten.
What do I think about the scalability of the solution?
It is a scalable solution. The product can integrate with Outlook, so you don't have to always go back to look at this CRM part of the tool. You can open new contacts or opportunities from Outlook, which is useful.
More than 200 people in my company use the product.
There are no plans to increase the use of Salesforce Service Cloud in my company since we switched from it to Microsoft Dynamics 365 CRM.
What about the implementation team?
The product's initial setup phase was straightforward. There weren't too many complexities in the product's setup phase, as the tool can be installed straight out of the box.
The solution is deployed on the cloud.
What was our ROI?
The ROI is visible, considering that the tool is useful for following up on opportunities and figuring out the money or income a business can earn in the upcoming quarters of a year. The product helps you see and follow up on activities while allowing you to see your clients and help you decide who should work with you and who should not.
What's my experience with pricing, setup cost, and licensing?
The product is expensive. There is a need to make yearly payments towards the licensing costs attached to the product.
Which other solutions did I evaluate?
My company switched from Salesforce Service Cloud to Microsoft Dynamics 365 CRM.
What other advice do I have?
The product was fine, and it improved my company's customer service response time.
I don't remember using the AI capabilities of Salesforce Service Cloud, but I do know that such functionalities were used in Microsoft Dynamics 365 CRM.
The product's analytics features support our company's service improvement strategies greatly and fantastically.
I recommend the product to those who plan to use it since it is easy to use and understand the tool. The product may not be that easy when you want to open a new opportunity, and you really need to opt for a straightforward approach when using the tool.
The impact of Salesforce Service Cloud on other systems that impacted our company's workflow efficiency varies since earlier, my company used to work with SAP, and the integration is fine as long as you use the connectors. Salesforce Service Cloud can be connected with Microsoft products, but it can be difficult to connect it with the SAP ERP.
I rate the tool a seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Global Alliances Management at HCL Technologies
The interface is quite user-friendly, and data can be exported easily
Pros and Cons
- "The interface is quite user-friendly."
- "The documentation could be improved."
What is our primary use case?
We use the product for our client database. We also use it to forecast a few deals due for closure in the coming financial quarters.
What is most valuable?
The interface is quite user-friendly. Anyone can use the software. It's very easy to pull up Salesforce to work or see if there has been any progress on our deals. The option to download the registered deals into an Excel sheet has enhanced our customer experience. There's a feature where we can mention the timelines of each milestone. As the milestone is achieved, it turns green. It gives us a notification. It improved our customer support and service operations.
What needs improvement?
The documentation could be improved. Salesforce must provide a place to store certain categories of documentation.
For how long have I used the solution?
I have been using the solution for three to four years.
What do I think about the stability of the solution?
The tool is pretty stable. I rate the stability a nine out of ten.
What do I think about the scalability of the solution?
Our organization is huge. We have 125,000 employees. Around 20,000 employees use the product in our organization across the globe. The tool is scalable. I rate the scalability an eight or eight and a half out of ten. The tool grows as our business expands.
How are customer service and support?
We get support whenever we need it.
How would you rate customer service and support?
Positive
How was the initial setup?
I rate the ease of implementation a six and a half out of ten. We had to integrate it with a lot of other products. We had to build some custom APIs. They were not available out of the box.
What's my experience with pricing, setup cost, and licensing?
The tool is pretty expensive. We are spending a huge amount. I rate the pricing a nine out of ten.
Which other solutions did I evaluate?
We also used Oracle for a short duration.
What other advice do I have?
I will recommend the solution to others. It makes reporting easier. All the data is readily available in one place where we can pull it up whenever we feel like it. Overall, I rate the product a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Senior Architect Engineer at a consultancy with 1-10 employees
Helps to track the entire customer journey from lead to account or opportunity
Pros and Cons
- "The main benefit of Salesforce Service Cloud is that everything is in the cloud. We can track the entire customer journey from lead to account or opportunity. The CRM is in the cloud, while the financial transactions are in NetSuite. By integrating these applications, we get a complete view of the business. Some integrations are event-driven, while others are batch integrations that run at scheduled times. We also build reports using our in-house analytics tool to help leadership make decisions."
- "We're seeing a lot of automation and AI enhancements for improvements. This helps answer simple questions without manual intervention, saving time. We can improve by automating more of our solution-building process. Salesforce Service Cloud is a SaaS (Software as a Service) solution. It's constantly evolving, and we're always looking for ways to improve our use. The cloud services we use include CRM (Salesforce), financial (NetSuite), and people (Workday). These services are becoming more automated, with a lot happening in the AI space. We do a lot of modeling ourselves to find answers to questions, and our product team has introduced some AI enhancements."
What is our primary use case?
I've been using Salesforce Service Cloud for a long time. We're integrating it and using it. For Salesforce Service Cloud, we have use cases like integrating invoices, products, and sales orders between the tool and NetSuite. When an opportunity is won, the transaction happens in NetSuite. We must integrate these systems for a 360-degree view that our C-suite needs. It's an event-driven process with automation. When an order executes in Salesforce Service Cloud, it creates an order in NetSuite. We then need to tie back subscription IDs and order IDs to the solution.
What is most valuable?
The main benefit of Salesforce Service Cloud is that everything is in the cloud. We can track the entire customer journey from lead to account or opportunity. The CRM is in the cloud, while the financial transactions are in NetSuite. By integrating these applications, we get a complete view of the business. Some integrations are event-driven, while others are batch integrations that run at scheduled times. We also build reports using our in-house analytics tool to help leadership make decisions.
What needs improvement?
We're seeing a lot of automation and AI enhancements for improvements. This helps answer simple questions without manual intervention, saving time. We can improve by automating more of our solution-building process. Salesforce Service Cloud is a SaaS (Software as a Service) solution. It's constantly evolving, and we're always looking for ways to improve our use. The cloud services we use include CRM (Salesforce), financial (NetSuite), and people (Workday). These services are becoming more automated, with a lot happening in the AI space. We do a lot of modeling ourselves to find answers to questions, and our product team has introduced some AI enhancements.
What do I think about the stability of the solution?
Regarding stability, it's robust, with no noticeable data latency, whether we use external tools or Salesforce Service Cloud's in-house technology for data integration. Nothing stands out as a bottleneck to me.
What do I think about the scalability of the solution?
I find Salesforce Service Cloud pretty scalable. Salesforce has taken care of a lot of custom needs by itself. I've been working with that cloud for a while now. For email marketing, they offer ExactTarget. For real-time sync, they have Heroku connectors. For AI-driven dashboarding, it has Einstein. If you want customized dashboarding and analytics reporting, it has Tableau. They're the market leader for CRM. Most of their services are scalable, as far as I understand.
How are customer service and support?
I haven't used technical support extensively, but from what I hear, they respond to tickets on time.
How would you rate customer service and support?
Positive
How was the initial setup?
Tools like Fivetran make deployment easier. They take care of many deployment issues—we just have to plug and play. It also makes the developer's life easier, as they don't have to build connectors or create schemas. We're also developing in-house capabilities for deployment by creating our own CI/CD pipeline for apps. We're trying to reduce our reliance on outside solutions or integrators, but we can still improve in this area.
What was our ROI?
The return on investment is high, but it depends on the company's size, data volume, and transaction volume. For companies that want to save time and ensure the reliability of their data and insights, paying the premium can be worth it.
What's my experience with pricing, setup cost, and licensing?
Salesforce Service Cloud is expensive. I worked with ExactTarget over five years ago, and it was quite pricey then. Not everyone could afford it. Salesforce has different tiers for different kinds of users. It's expensive considering their features and services, but they offer best-in-class solutions.
What other advice do I have?
I rate the overall solution a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Integrator
Director, Technical Architecture at a tech vendor with 10,001+ employees
Accelerates time to market and streamlines workflows through automation
Pros and Cons
- "Salesforce accelerates time to market and streamlines workflows through automation. Integrating with other software systems, such as HR or ERP platforms, allows for seamless data exchange and enhances efficiency."
- "Since customization can increase the cost from an implementation standpoint, we focus on showcasing Service Cloud's built-in features and possibilities."
What is most valuable?
Salesforce accelerates time to market and streamlines workflows through automation. Integrating with other software systems, such as HR or ERP platforms, allows for seamless data exchange and enhances efficiency. Organizations can leverage the integrated data for various purposes by integrating Salesforce with these systems. For instance, if a company’s user base is managed in an ERP system like SAP, Salesforce can access this data along with its inherent relationships. This integration provides sales teams valuable insights, such as customer types, business relationships, and past interactions. Consequently, sales professionals gain a comprehensive view of their prospects and customers, enabling them to make more informed decisions and improve their performance.
What needs improvement?
Our job is to listen to the client's needs and provide the best solution. We aim to present a packaged, commercially viable solution that minimizes customization. Since customization can increase the cost from an implementation standpoint, we focus on showcasing Service Cloud's built-in features and possibilities. We encourage clients to use the out-of-the-box capabilities as much as possible. We would direct those questions to Salesforce's customer support or advocate if further clarification is needed.
For how long have I used the solution?
What do I think about the scalability of the solution?
It is very scalable because they are built on the cloud.
How was the initial setup?
Deployment is straightforward, but there can be challenges related to data mapping and import. For example, specific fields in Salesforce might be mandatory, while the corresponding fields in the source system are optional. This discrepancy can make data mapping complex. These issues are more technical than business-related and need to be addressed as they arise during deployment.
What was our ROI?
ROI is good, but there are many challenges. Sales and marketing processes are not as simple as some IT challenges.
What's my experience with pricing, setup cost, and licensing?
Salesforce offers a comprehensive solution that might appear extensive in pricing. However, potential customers need to see how it can benefit their business. Salesforce must demonstrate its value by helping small, medium, or large businesses improve operations and see measurable revenue benefits. Many large companies have already adopted it, but the focus should be on how it can provide a positive return on investment and drive growth for businesses of all scales.
What other advice do I have?
To implement Salesforce Service Cloud, it's essential to have a clear and detailed project plan. If the requirements are well-defined and mapped out, the technical team can follow this plan to execute the implementation. However, the technical team may struggle to deliver the solution if the requirements are unclear. They need a comprehensive list of technical tasks and requirements to ensure they can address all aspects of the project. Without this clarity, simply knowing the business needs and high-level client requirements is insufficient for the technical team to execute the project.
If their business has the potential to scale or expand and generate more revenue. People have more time on their hands if many things are automated.
Overall, I rate the solution a seven out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Enterprise Architect at a non-profit with 501-1,000 employees
Offers feedback input to CRM systems instantaneously and provides operational reporting features but needs improvement in backend connectivity
Pros and Cons
- "The instant input of feedback into the CRM systems by case management is one of the impactful features"
- "There are some issues with backend connectivity in Salesforce Service Cloud."
What is our primary use case?
Salesforce Service Cloud is used in our organization at the contact center and for presales working processes. The solution enhances customer support in our company by connecting to CRM solutions and enables the recording of case information of various accounts we manage.
What is most valuable?
All of the features of Salesforce Service Cloud we currently have in our company are useful. Our company is preparing to go live this year with Salesforce Service Cloud.
What needs improvement?
There are some issues with backend connectivity in Salesforce Service Cloud. For example, connecting it with your phone is troublesome. I expect the backend issues with the solution to get resolved before our company goes live with Salesforce Service Cloud.
The integration capabilities with varying phone operating systems should be improved. The vendor should upload every phone provider for development and delivery. The future version of Salesforce Service Cloud should have social media integration capabilities. The text integration feature should be improved; presently, it is quite expensive to avail compared to other routes.
Delivering to every channel in a phone is an ideal feature, but customers are not willing to pay a fortune for it.
For how long have I used the solution?
I have been using Salesforce Service Cloud for two years.
What do I think about the stability of the solution?
I would rate the stability an eight out of ten. It's a stable product with features that are easily integrated with third-party tools and can be accessed through other platforms.
What do I think about the scalability of the solution?
I would rate the scalability a seven out of ten. Around 30 professionals in our company use Salesforce Service Cloud, and we plan to increase the number of users in the future.
How are customer service and support?
Their support is excellent. A huge set of information is available over the internet. There are trailblazer accounts available to learn about the product. They are always there to help you with any issues. I would rate the tech support a nine out of ten.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
In our organization, we are also using a different solution as the common integration issues with Salesforce Service Cloud persist. When the integration issues with Salesforce Service Cloud are resolved, the telecom provider's service in our company will probably also improve, and we will be able to use the backend agent seamlessly.
How was the initial setup?
I would rate the initial setup of Salesforce Service Cloud as six out of ten. The setup process of Salesforce Service Cloud is slightly more difficult than traditional CRMs. The solution is built for customization and can be implemented in partial or full-blown mode. Configuration of Salesforce Service Cloud can be complex in some cases.
The solution should include different packages of add-ons to allow third parties to deliver specific packages and build interfaces. It's very difficult to integrate certain features of third-party tools with Salesforce Service Cloud.
The design and delivery of the customized version of Salesforce Service Cloud have already taken a year for our company, and another six months are needed for complete deployment before the solution can go live.
Our company useds CI/CD processes to deploy Salesforce Service Cloud. In our organization, we prefer to test solutions in different dedicated environments and then deploy the product in another. The CI/CD processes make the deployment seamless by removing several manual tasks. The usage of CI/CD in deploying Salesforce Service Cloud is vital.
Our organization requires about 20 professionals to deploy and maintain Salesforce Service Cloud. The solution is developed in our organization using system integrators.
What was our ROI?
Our company expects improvements in sales, retention and the offer to market duration with Salesforce Service Cloud.
What's my experience with pricing, setup cost, and licensing?
Salesforce Service Cloud is a highly expensive solution. I would rate the pricing an eight out of ten. The price is justified by the reputation of the vendor.
What other advice do I have?
The instant input of feedback into the CRM systems by case management is one of the impactful features of the solution for customer service workflows. The aforementioned features facilitate proper lead management through enhanced visibility into workflows.
Our company uses a basic version of Salesforce Service Cloud and plans to upgrade to a higher version later on. Salesforce Service Cloud is going to run alongside the conference center phone solution in our organization and will be integrated soon.
The solution is used for operational reporting, and our company's finance application is implemented through the Salesforce platform. The Mibi and user analytics are carried out using Tableau in our organization. I would rate Salesforce Service Cloud as seven out of ten. I would advise others to do extensive research and identify problems other users have faced with the solution.
Channel communication with telecoms and CRM integrations are the industry trends addressed by the solution.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Business Intelligence & Analytics Manager Global Virtual Sales & Engineering at a tech vendor with 10,001+ employees
Used as CRM to pull data, update business opportunities, and support the sales team
Pros and Cons
- "It integrates with all our platforms, providing a comprehensive view of the customer."
- "Reporting could be improved."
What is our primary use case?
I use Salesforce as a CRM to pull data, update business opportunities, and support the sales team. I query the data through Snowflake or HANA using Tableau for analysis and market expectations.
How has it helped my organization?
It has tremendously impacted my productivity. It integrates with all our platforms, providing a comprehensive view of the customer.
What is most valuable?
It allows you to store all your customer data and manage your business.
What needs improvement?
Reporting could be improved.
For how long have I used the solution?
I have been using Salesforce Service Cloud for nine years.
What do I think about the stability of the solution?
Stability works fine. I've never had any issues.
What do I think about the scalability of the solution?
It's been used by multiple organizations on the cloud.
Which solution did I use previously and why did I switch?
Salesforce Service Cloud and Power BI serve different purposes. Salesforce is a CRM platform designed for customer relationship management, while Power BI and Tableau are business intelligence tools used for data visualization. Salesforce facilitates customer registration and management, integrating with other platforms to provide a comprehensive view of the customer.
How was the initial setup?
The initial setup is straightforward.
I rate the initial setup a five out of ten, where one is difficult, and ten is easy.
What's my experience with pricing, setup cost, and licensing?
I rate the product’s pricing an eight out of ten, where one is cheap, and ten is expensive.
What other advice do I have?
I advise making sure it integrates with other platforms, which will cost money and leverage the technical support.
Overall, I rate the solution an eight 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.
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- What are the biggest reasons for migrating to Salesforce from other CRMs?
- Salesforce.com is positioned in the Leaders Quadrant in the 2014 Gartner report. What are your experiences with it?
- Should we choose Salesforce, SAP CRM, Sugar CRM, inContact, Vocalcom, Oracle RightNow or build our own custom app?
- When evaluating CRM Customer Engagement Centers, what aspect do you think is the most important to look for?
- What is the best customer onboarding software to work with Temenos T24 (an integrated core banking solution)?
- Why is CRM Customer Engagement Centers important for companies?



















