Salesforce Platform Reviews & Product Details

An amazing platform that helps to organize and structure your clientele, funnel management, and directory of contacts. It helps to be more discipline and gives remainders of tasks that need to be completed

The platform sometimes it takes some time to reload the page

It helps sales agents, managers, and directors to have a detailed view or the current funnel and sales that will be closing in month and year.

Keeps all my leads and contacts organized and allows me to stay on top of my sales activity. It's great for building accounts and having all my information on the account page. It gives great insight into sales for upper leadership. I love how easy it is to integrate with other sales tools I'm using to make things easier. I use salesforce everyday and wouldn't know what to do without it

I do not like how you don't have the flexibility to cusotmize lead lists. I understand salesforce is a database and in order to find things you need to search with filters, but it would be nice to be able to manually create lead lists.

Gives our company an easy way to view what is going on in sales. Also allows me to keep track of my activity and accounts I'm responsible for.

How customizable it is and the amount of features it comes with

not a dislike but more of a disclaimer: salesforce is as good as the amount of data you already have and put in

mitigating the amount of tools we were using (reduction of redudancy with different platforms) centralized location for majority of our work

Salesforce destaca por su robusto sistema CRM basado en la nube, permitiendo una gestión integral de clientes. Ofrece una personalización extensa con Apex y Lightning, facilitando la adaptación a necesidades empresariales específicas. Su arquitectura centrada en eventos y la inteligencia artificial de Einstein mejoran la automatización y análisis de datos. Salesforce se destaca por su escalabilidad, flexibilidad en la implementación de soluciones y una vasta AppExchange con aplicaciones de terceros que amplían sus capacidades nativas.

Salesforce puede presentar desafíos: Costos Elevados: La implementación a gran escala puede resultar costosa debido a tarifas de licencia y servicios adicionales. Personalización Compleja: Aunque potente, la extensa personalización puede requerir habilidades técnicas avanzadas para su implementación eficaz.

Salesforce ayuda a resolver diversos problemas empresariales: Gestión de Clientes: Optimiza la gestión de relaciones con clientes, consolidando datos y mejorando la interacción. Marketing Eficiente: Permite estrategias de marketing más eficientes mediante campañas personalizadas y análisis de datos. Servicio al Cliente: Mejora la atención al cliente con herramientas para seguimiento y resolución de problemas. Colaboración Empresarial: Facilita la colaboración interna con herramientas de comunicación y gestión de documentos.

The gold standard for any company that is looking for the ultimate tool to manage and optimize their work.

Can be complex to use but ultimately in the same breathe, powerful.

Manages the workflow and data of our entire team.

Contacts, accounts everything in one place makes it very simple to find details and information.

I would like dark mode. Duplicates can be confusing and tedious.

Helping with collating data into one software. Finding specific people from organisations to reach out to. Search bar is very handy

I like the ease of use and the intuitiveness of the platform. I also like the integration with ZoomInfo, SalesLoft and LinkedIn Sales Navigator

I dislike the font because the i's look like 'l' and it's confusing when researching an unfamiliar company - which is most accounts.

The Salesforce Platform solves the problem of tracking contacts' up-to-date information which saves me time and effort by allowing me to reach out to correct info. It also allows me to bulk-update information or missing information such as an email address, which also saves me time and effort. It allows me to export my contacts to SalesLoft so I can add to cadences for outreach. This saves me time and effort because I don't have to do it manually.

being able to store all our company information into one platform. We work virtually so it helps everyone in our company keep informed of day to day activity. customer support is great

I feel like there are not many dislikes. I feel like salesforce works hard to keep everything updated and working smoothly.

Salesforce has allowed us to be an almost paperless company. We can store all our customer data in one location all employees can access easily.

When it comes to Salesforce, there are many things that I like - but I will point out the possibility of designing the system per user requirements and needs, and the fact that we can easily unite the whole data gathered from B2B2C and analyze it. The platform is easy to use, regardless if you need it for creating reports and analyzing the data, or as an Omni Supervisor. It integrates with other applications seamlessly and is a great tool you use daily.

The mobile app was hard to implement and personalize - so I skipped using it.

Helps create a complete overview of Customers' life circle, allowing teams to easily access needed data and also provide exemplary service.

The ability to streamline, data gather and reporting

The need to add and integrate more 3rd party applications

Tracking leads to opportunities to projects

It's so much easier to use than it's competition.

Hard to clean if people are not entering data properly.

Keeps track of prospects, opportunities, meetings and can track what every team member is doing, no matter their role.

Ease of use, customization and integration.

Models can be complex if not planned. A proper design and planning is required.

Customer identity and relationship lifecycle management.

Salesforce Service Cloud provides multiple out of the box features which helps business to provide extremely well customer support and service. It boosts customer satisfaction and reliability.

It is a costly plan for small and medium scale businesses. Also, it should have calling out of the box feature.

It helped me to solve the problems related to case management and assignment to appropriate agents which also benefits the business growth with advance and easy CRM functionality.

Ease of setting up tasks and objects and creating assignments.

Can be cumbersome as some developers put everything under one object and you'll need to scroll down quite far to see everything.

Rather than having multiple task-oriented platforms, everything will be in one place.

Ease of use of the platform, and the amount you can do on it

Frustrating you need to do a database search in order to see everything rather than search bar

Concise place to keep notes on potential prosepcts

It provides more information you need on the main page

It has a lot of hyperlinks that routes you to a different page.

Changing the interface or upgrading the tool that gives us more visibility to information.

Dashboards (for targets and stats), meeting tracker, case tracker, event information and so much more!

Can't think of anything! It's all great in my opinion.

Helping me track my appointments/meetings with my students and to see who else they have met with - this allows me to see if they've met with people in different departments that can help them.

Very easy to use and intuitive. Easily configurable and small learning curve for new users

Interface could be slightly more modernised, but all in all it really is a great platform.

Salesforce allows us to keep track in a very simple way, of the activity on customer accounts.

Very easy to look up accounts when I'm logged in

Very cluttered sometimes when trying to navigate to certain tasks

Putting accounts in one place

In Salesforce we can easily develop complex platforms and solution using custom code by using Apex, LWC etc or we can use out of the box solutions like flows, vlocity etc which makes development very easy and fast. As salesforce is a CRM tool so here we can also do reporting and we can easily traverse between different objects easily. Salesforce customer support is also really good as we can easily raise case for any issue and the way there support team handles these cases is awesome. We can also integrtae salesforce easily with our tools by using connected apps.

Vlocity which is built by salesforce which we can use for development flows easily has lot of bugs and limitations which should be improved.

Salesforce is providing a cloud based CRM solution and some of the benifts of using salesforce are - 1 - As it is a cloud based solution so it really helps us to save hardware costs. As any budget laptop and an average internet connection can run salesforce easily. 2 - On Salesforce we can easily build using no code tools like flows and vlocity which really helps in decreasing development time and cost. 3- Salesforce also gives us option to write custom code using Apex, LWC etc using which we can build any project easily. 4- Reporting is really easy in Salesforce.