Salesforce Platform Reviews

Salesforce as CRM and HR ATS

Comments: I love this software, it's part of my day to day and it is key for my organization to execute and track performance effectively.

Pros:

Salesforce features continuously improve and grow overtime. It allows us to integrate even external apps via API. I have been using Salesforce both as a user and as admin.

Cons:

I have nothing i do not like although i hope to see more improvements on SFDCs email marketing outreach features.

Selected platform for our business processes

Comments: We decided upon a platform approach for digitizing our business processes. We went though a significant procurement exercise to identify the most appropriate tool based upon our business requirements and salesforce was the decided solution. We initially implemented on one key process within the organisation and then have prioritized and adopted other key business processes as we mature using the system.

Pros:

Our approach means that we have all key business processes (and subsequent data) in one location. This also provided consistency in approach and allows us to transform our processes as we adopt onto Salesforce. The tool itself is incredibly flexible and powerful, and has never failed to meet our needs.

Cons:

Development / developers need to be expert in Salesforce code, a non-technical user is not able to configure the system, even with 'easy' requirements. It's not a massive issue BUT one that small/medium size organisations need to plan for.

Salesforce Review

Comments: Overall, my experience has been super positive. Salesforce is the best in class for the problems it solves for business.

Pros:

How it has helped us with organising the delivery portion of the business.

Cons:

Backend set up an sometimes be somewhat clunky to use. There are some reporting limitations, nothing that is a deal breaker however.

Powerful Once You Learn How to Use It (But Expensive)

Pros:

Salesforce is the backbone of our company. It is tied into everything and used by every team. It is incredibly customizable and it seems they have a way to do almost anything you need. We use it for Sales, Support, Marketing, and product feature usage. We have it hooked into other apps and other saas products. This is the product that will scale with your business and can support a company at any stage of growth. There are a ton of integrations out of the box (on their salesforce exchange) and their APIs allow savvy developers to build custom integrations that aren't available.

Cons:

When the company initially implemented it, they tried to "wing it" and it was a complete mess. You really need someone who knows what they are doing to setup, administer, and maintain the software. It is also expensive. We got grandfathered into some great pricing, but if we weren't, we're not sure we would be able to continue to use SFDC as we grow. SFDC also loves to gobble up other apps and brand them with the SFDC name. So they have become a jack of all trades - however, some of the things you can't do are surprising (just go check out their community page for all of the list of enhancements that haven't been implemented). For example, we use cases for our help desk, but there is a lot of functionality missing compared to a best in breed help desk software like ZenDesk. Support is terrible here by the way. They really push you toward self-service or community based service. You're lucky if you ever get a response.

Best CRM software

Comments: My overall experience with the Salesforce Platform has been highly positive, marked by its extensive capabilities and flexibility. The initial learning curve was steep, but resources like Trailhead and the supportive Trailblazer Community made the journey smoother. Salesforce’s customizability stands out, allowing tailored solutions with custom objects, fields, and page layouts. Development tools like Apex and Lightning Components, along with robust automation features such as Process Builder and Flow, significantly enhance productivity by streamlining business processes. Integration capabilities are strong, though complex integrations can require substantial effort. The user interface, particularly with Lightning Experience, is modern and user-friendly, and the mobile app adds valuable flexibility. However, occasional UI inconsistencies between Classic and Lightning can be confusing. Performance is generally reliable, with minimal downtime, although peak times can sometimes cause slowdowns. Salesforce’s security measures, including data encryption and user permissions, provide confidence in data safety. While Salesforce can be costly, especially for smaller businesses, the platform's extensive features and scalability justify the investment by delivering a strong return through improved efficiency and data-driven insights. Regular updates and new features demonstrate Salesforce's commitment to innovation, ensuring the platform evolves with changing needs. In summary, despite some challenges, Salesforce’s robust customization, automation, and support resources make it a powerful tool for enhancing business processes and driving growth.

Pros:

Salesforce has a large, active community and extensive documentation. The Trailblazer Community provides forums, user groups, and events for networking and support. Additionally, Trailhead offers free, interactive learning modules for users of all skill levels.

Cons:

Although Salesforce is highly customizable, certain limitations within its framework can make it difficult to implement very specific or unique requirements without resorting to workarounds or third-party solutions.

Good platfor, but too expensive to customise

Comments: Pretty user a pretty user-friendly platform for the Stansard sales cycle. Not adopted for Recruiting agencies.

Pros:

Administrating HR process control Sales activities Reports

Cons:

It was too expensive to make automation and further development of the platform. The support was not reachable always.

Salesforce Platform Review

Pros:

Aspect is the emphasis on data management and analytics.

Cons:

Salesforce's extensive capabilities mean that it can have a steep learning curve, particularly for new users. It may take some time and training for employees to become proficient in using the platform to its full potential.

CRM management for your daily business needs

Comments: We are satisfied and are not planning on change it any soon.

Pros:

You can track down your sales and services together. You can report, and collect data to track down results, forcast and more.

Cons:

It has been really efficient for us so far. There is nothing wrong with it.

The Ultimate CRM and Business Solution

Pros:

I like most about Salesforce is its powerful CRM capabilities. I can effortlessly track and manage customer interactions in one place.

Cons:

It can be overwhelming with its numerous features. Navigating through all the options can be confusing for a new user.

mostly good

Pros:

We can easily organize tasks, set deadlines, and prioritize activities with just a few taps. The app's streamlined design makes it a joy to use, whether you're managing personal errands or professional projects.

Cons:

Better competition with Chrome using ...

Salesforce Review by a Sys Admin and Developer

Comments: I enjoy working on the platform because you can really make it do what you want it to do with the right plug-in apps or with a decent developer on staff who can add customizations with the back-end functionality to go along with them. Salesforce is continually evolving, and new releases come out three times per year with new and improved features. Salesforce can be used for nearly any business model or business workflow. Just remember that when all is said and done, it is not a cheap solution for getting rid of that old, relational database legacy CRM system. You will ultimately end up paying for more than just licensing fees for your Salesforce users.

Pros:

The best thing about the force.com platform is that it's flexible. It comes with a set of standard objects such as Accounts, Contacts, Cases, Contracts, Orders, and many others. It is very easy to add new objects that can be tailored for your business use case. Originally designed mainly as a Sales tool, Salesforce now has a Service Cloud, Marketing Cloud, Analytics, and other modules that can be added on easily to provide a full enterprise infrastructure. Adding automation to user tasks via workflow rules and process builder can be done without coding. Adding triggers via Apex Code is also fairly easy for developers, since Apex is an easy language to learn.

Cons:

Out of the box, Salesforce is not a very efficient tool. To prevent users from having to manually enter every piece of data to sync up objects, customization of some sort is really required. Some types of data syncing or data entry can be done with declarative tools such as workflow rules or process builder. Other things that require more complicated logic do require trigger code written by someone who understands development. The platform comes with built-in limitations on file storage, data storage, number of fields you can have on an object, number of lines of custom code you can add to the platform, and quite a few others. Platform limits of certain types can be increased, but you will definitely pay for the privilege. If you want more automated or customized functionality and don't have a developer on staff, you will have to relay on plug-in products from the Salesforce App Exchange to provide the functionality you are looking for. While some of these products are free, many of them aren't and have licensing fees per user. The cost of paying for Salesforce licenses along with licenses for one or more plug-in apps can get quite spendy.

Using Salesforce as an NGO worker on a daily basis.

Pros:

It works well, is structured, has a lot of functions, good system of protection and control of the process, big date base where you can keep all your project related documents. Thank you for developing this tool and for continuing to work on improving it.

Cons:

Maybe a better system of notification (or maybe I do not use it well), a way to visualize your history in the platform per total (not by having to enter in a concrete project or document etc, but what you did in the platform during a day etc. Better syncronization between different levels, for example: when we have a big PROGRAM, that includes in itself for eg 5-10 smaller projects, to be able to connect the MEAL part between them, activity reports, budget etc. It exists now (partically, but for eg for budget it puts all information together and it is not clear which line is from which project, especially when we have the same name of the budget line everywhere.

Salesforce overview

Pros:

What I really like about Salesforce Platform is that it is very easy to customize. you can personalize it to suit your needs, add more modules, and customize the software to fit the business's needs. For example, our sales team can send out personalized emails to customers, which are more effective.

Cons:

what I don't like about Salesforce is the lack of adoption and the synchronization problem with the system

Lightning never strikes twice

Comments: The Lightning platform works for sales organizations that have a large number of employees, only because companies can afford to have missed opportunities strictly because of the excess number of sales reps. Transparency is limited, with many features locked or non-existent.

Pros:

While I was used to the traditional salesforce platform, and quite partial to it- Lightning was useful for being able to bring new leads/opportunities into your sales pipeline and a fast speed, without having to create and dig through reports, but the results were hit or miss. The platform is much more simple, and perfect for a large corporation who would perhaps need to limit access to certain reports and files.

Cons:

Using artificial intelligence to find the best opportunities to pursue may sound like a good idea, The results were hit or miss, with miss being the more likely of the two. This leaves little to no room to be strategic in finding the best leads to pursue at the right time. Certain common features seemed to be available but did not produce content- such as the “follow” option for opportunies/accounts to see when the stage or opportunity owner or anything else had changed, since there is no news feed to view this in.

Salesforce for every business

Comments: Salesforce is organized and streamlined, and I have been able to teach myself how to do lots of things within the platform with ease. I love having one unified source of truth amongst everyone at my company.

Pros:

Salesforce takes the lead for CRMS. It can do everything from lead and contact management to deal tracking to streamline processes. It has so many options for storing data and it allows for so much customization. I wouldn't recommend any other CRM, even you are starting small, because this is the best CRM to grow with. It can adapt to any need and most softwares can integrate with it. It will cost you far more to cut corners with a CRM in the long wrong, so you might as well use the best.

Cons:

Salesforce is a beast, and some people find it hard to learn. I don't think that, but I understand that given all the capabilities, it's important to know how to use Salesforce and to have established practices for your team.

Good But Could Be Better

Comments: This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc.

Pros:

The search feature is good, it pulls everything associated with what you are looking for.

Cons:

Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not. Certain aspects of the program convert back to the original Salesforce Classic look

Excellent Platform, Robust, but Complex

Comments: There's a saying that "nobody ever got fired for picking Salesforce" for a reason. It's an excellent, safe choice.

Pros:

Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable.

Cons:

It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house.

A Work in Progress with a Great Future

Comments: Overall it has been very good and allowed our company to solve complex, repetitive problems without having to enter a separate Visualforce page with an entire development lifecycle behind it. The component-based architecture helps my development time by reducing the overhead required for any remotely complex requirement from users.

Pros:

The component-based development, instead of Classic's page-based ideals, are a breath of fresh air and a sign that Salesforce is looking forward to the future. Having the ease of creating a component and being able to reuse it everywhere in your environment is a great feeling. The components all follow the same style (if done correctly) and don't affect the loading speeds of each individual page, it just works.

Cons:

The Lightning experience is definitely not complete, which is understandable as it is a work in progress, but the worst of all is the *initial* loading time. Just after logging in, the wait time is considerably higher than Classic's and is very annoying to sit around while it loads with the latest update's mascot watching your frustration.

Can’t do my job without it!

Comments: It’s a great experience to use Salesforce. It allows our teams to better understand the customer health so leadership can see if accounts are at risk and need more attention or a reassessment on goals and initiatives.

Pros:

I love how much you can do with salesforce. It’s our main hub for account notes, account health, support cases, renewal opportunities and more. I love how easy it is to navigate! I use it daily to update my meeting notes so I have everything in one place. It also makes it easier to transition accounts along to other members in the Customer Success and Sales departments.

Cons:

It can be a lot to learn because there is so much that goes into the platform, but long term it’s worth it.

S*** Show - Run far and run fast if your company is looking to use Salesforce

Comments: No support. More bugs then features. The system works decent for quoting but getting information or support is a laughable concept.

Pros:

It seems well done. Everything looks professionally made but this software is user-enemy number 1. No support. The worst part is they have links that say "help or support?" that are dead links. It's so bad it's almost feels like it should be a joke.

Cons:

Careful sending mass emails. It will create a task for every email sent that CAN NOT be mass deleted. So if you send out 300 emails you will flood your task section with 300 tasks that need to be individually deleted. This is system is a nightmare. This app is taking 1 step forward and 4 steps back. I feel really bad for the developers who had to put their name on this app.

Make your own trasformer

Comments: If you can add anything you need, you will have the greatest transformer of all times!

Pros:

the thing that i like the most is that you can edit almost ANYTHING! You can adjust the plataform for your particular needs. You can track your customer the entire jorney and create different status. It's a great sales plataform (duh! salesforce)

Cons:

If you don't know a thing about code or interface or anything related with technology, it's going to be very hard for you at the moment of customize your Salesforce. You will need the help of Salesforce to create all the things you will nedd for your business. If you don't customize, you will not be able to make the most of it. It is not very helpful with marketing, so... you will have to make a pulgin with another plataform (for example mailchimp)

Amazing features but too difficult and complicated to set up

Comments: This could really help our business but it has been a headache trying to get it set up the way we wanted to

Pros:

Great potential for automation, lots of features, customizable

Cons:

Very difficult to customize and complicated to set up, no chat support

Salesforce requires investment

Comments: I’m a big fan of Salesforce and have used it for about 6 years in a variety of roles. If you are willing to make the investments in customization it can be a business expansion tool.

Pros:

Salesforce is enormously powerful and flexible, able to adapt to most any businesses type or stage.

Cons:

You must have a Salesforce Certified developer to get the most out of the platform - that means code development, testing and documentation. This skill set comes at a price and up for enterprise level development resources. We built a customized version of Opportunities with a developer. Leadership was not well equipped to understand this approach (versus a subscription app).

Sending leads into SalesForce

Pros:

It clearly services the needs of the sales team and I am able to adapt our marketing campaigns to fit into our complex system.

Cons:

We have multiple products and use our salesforce in a complex way so the downside is there really isn't a great way to integrate leads generated from marketing campaigns into our complex salesforce ecosystem.

Was not used to it at first, now I would not go back.

Comments: great way to navigate information. Account/Opportunity views are so much easier to view and edit. This was definitely a step in the right direction with the platform.

Pros:

Lightning view took Salesforce to a whole other Level. It is cleaner and sharper and over all a better easier way to navigate through the platform.

Cons:

At first it was really hard to use because I was not used to it. I had been using the classic view for so long that this just didn't fit the way I worked. Once I was forced to use lighting and got used to it. I don't know why I was punishing myself using the other view