Salesforce Platform Reviews: 4.5/5 — Highly Rated

The reports look nicer and are easier to manipulate. I also like the page layouts.

There are still some things that can only be done in classic. Can't merge leads in lightning. Can't search for converted leads in lightning without going through reports. The admin portal is more difficult to use in lightning because the search toolbar is not as good, plus the spacing of the results on the page make it so that you have click through multiple pages to see all the results.

Same business problems as with salesforce classic. Honestly, we use other marketing automation and sales automation tools for the top of the funnel because salesforce is not easy to use for those functions. We only use salesforce directly to track existing opportunities and run forecasting reports off of those.

Ease of use when doing processes on Salesforce, before this it was quite hard to do this kind of processing.

Still has some hiccups, but in general excellent tool that will satisfy everyone's needs.

We are processing a few of our processes using Thunder and it has proven to be good enough for almost everything we are using.

I like that I can be on my salesforce game whenever and wherever I am. I randomly need to use this so having the app cloud is a nice touch - on the go.

There can always be a smoother flow to these types of mobile apps. A more dumbed down approach is always beneficial and helpful.

Business efficiency increases for sure as you can always be adding info or changing info on the go is helpful. Sometimes you forget to input some info on salesforce when you're away from the computer so this eliminates that error.

It was handy with Java, which was one of the requirements of our customers then.

There was a lack of documentation about some advanced methods. Also I remember, there was a bug of one of their api methods and it took a lot of time from the development team to find another workaround.

We used Apex to create custom business workflows for our customer. It was really customizable and fits our requirements.

Documents are quite easy to understand. Helpdesk system is very easy to use. and the Dev community is strong enough to see how people solve problems.

While working with the SSO integration, it was painful to wait for responses. It usually takes two to three days for one question. Not easy to work with if ur product cycle is relatively faster.

We use that to ease our customers' nerve. But, it seems clients tend to contact us directly. So...

need not maintain a separate excel sheet as all the client details can be stored and accessed through cloud any where any time without any hassle .

can reduce the fields and keep only relevant and mandatory ones so that filling up process is lesser and faster

Not provided

I like that I can do everything all on one platform. The platform has a good horizontal menu and I can see the company insights, stats, KPI's and my own bonus for the month which is very benefitial. I really like the notifications tab, as it allows me to follow all the tasks I still have remaining. The chatter option however is also brilliant, as I can see patient's history.

For the dental field, there are a lot of features missing, however I also understand that Salesforce is not made specifically to be a dental CRM software. One example is that I find it really annoying that one menu point can be reached by multiple ways. This makes it really confusing and sometimes I hvae the feeling I'm in a maze. It should definitely be made more simple and user friendly. I personally also don't like the UI / UX of the software.

Salesforce helps to solve basically all the problems that are related to the deaily management of my patients, seeing their history and being able to communicate throught the cloud by tagging individual sectors from the company. It is nice that the notifications work so seamlessly and that all tasks can be managed under one hood.

Convenience, ease of use in creating and customization

hard to reach customer service represntative

creating a all in one platform that our company can use as a database

The level of integration with external sources and the flexibility. When the servers are working at full speed it is the best CRM that I have ever experienced.

API's integration are slow and time consuming - Servers are consistantly crashing and sometimes I lost a lot of time having to close and open windows to have something being loaded properly.

Managing cases, creating space for collaboration with multiple teams across the company, adding JIRA tickets to the issues and adding context in the post section is very helpful.

It is a good way to keep everything where it needs to be. I can look up accounts and have all the information readily available.

I have had a difficult time using it. It is hard to find help or get anyone on the phone or chat that will help me. It is hard to integrate with other systems.

It is our CRM database and holds all of our donations. I can look up donors and view their entire giving history.

Integrated with our registration platform for quicker back and forth between sits.

The search function isn't always super helpful. Need assistance from a developer when something breaks. Could fix these issues on our own in Zendesk.

Accepting customer inquiries and acting as customer service medium.

Found a great platform which is hub to provide for functional and database for customers

So far only point to dislike is the High cost of licence. Example- User licence roles

In my organization we have multiple vendors where we are using Salesforce cloud to store their data and manage their purchases.

Salesforces offers per se everything one could dream of. On top of that, the customer service is amazing, taking time for any question and helping to understand everything.

For smaller companies, Salesforces might be a bit pricey (as in my case) and offers too many functionalities I do not need. Therefore I opted for a different solution.

It helps to keep track of sales, and leads, and helps you put everything in handy pipelines. You can focus on what matters most to your business: selling your product.

Easy to navigate through projects and view details

Tracking timesheets and expenses was very hard and customer service was not really helpful

Project Management

It has a much better GUI than salesforce classic

when you log a call using the dialer you no longer have the option to set up a new task with that lead/contact. Lightening integration with an existing VoIP should be easier to configure, I have an assigned number in our system but have to use a random number generated by SalesForce which loses authenticity with the client. Extensions in chrome that worked fine in classic no longer work in lightening, DiscoverOrg extension is a huge one because our security protocol won't let use use the integration app

Proper metrics on call volume, meetings generated

Salesforce platform is great and the overall look of lightning is more impressive than classic. The option to edit page components and Kanban views are pretty cool.

Lightning is slow and missing some of the great features available in classic, such as scheduled mass emails, html email reports, and option to select next 200 in list views.

Creating awesome dashboards and reports to track different kinds of information. The graphics are better and more aesthetically pleasing.

Most the information you need is displayed in the box on the left.

The system is much slower than the classic Salesforce and the phone on the left covers most useful information.

Easy access to account information and previous contacts from customers.

I like that I can have all my customers and how much I get paid and all the information I need for my business in one platform. It shows my appointments and everything about my customers

I don't have any dislikes as of now I'm happy with everything.

It helps me stay organized updated and manages all my appointments or customer leads so I don't miss anything important and I know when I have potential clients so I always look professional.

I love that you can get as detailed or as broad as needed. I do love the reporting feature as you can drill down even the most specific information.

Sometimes the views and HOW you have to set up are a little cumbersome. Certain information doesn't appear correctly if they aren't in the right style of set up.

We use this for our customer DB and CRM for emailing and tracking communication with customers as well as sales communication for new leads.

I liked the theory of being able to input all clients and donations into one platform, and having that accessible.

Between the clients, tasks, targets, and events it felt like there were a lot of overlapping tabs to put information in, and if I accidentally input information into one tab and not another one I would be missing out on valuable client information.

All in one platform to access pertinent donation information and client contact data.

I like how simple it is to use, there is not much experience needed beforehand

Sometimes the platform is a little buggy and old fashioned

n/a

Not sure ease of use is what focus should be. I’ve had. Mixed experience. Runs slow, operates inconsistently and crashes frequently...

Very slow and crashes frequently. Will search for folks and the search page reloads...

Customer activity tracking efforts and Sales call data.

The reports generator is the best part of salesforce. You can generate a reporr for any variation of categories.

I dislike the search tool. It is pretty limited on what will show, only exact matches of what you type in and no variations.

Working for a marketing agency, Salesforce is a must for keeping up with prospect clients and current clients:

What I like the best is the view of the dashboards

There are too many fields and it isn't very user friendly, and when I save changes it erases them some times without me knowing.

Salesforce helps in housing everything business related under one roof.

I like how lightning looks and feels. New features are only being released for lighting so, this is also great!

I hate that you can't use Javascript buttons, the Ideas object is missing and many other Salesforce classic functionality. I think lighting needs a year to catch up to classic before there a mass migration from Classic.

Crm, managing clients and data.

i love the user interface. the apple-esq quality compared to the classic version is outstanding. the interaction available with the reports is unmatchable

the worst part of lightning is its inability to deliver all aspects that classic provides. no quoting ect ,makes adoption hard for my org. the fragmentation then leads to a reduced adoption of lightning and remaining at the lower common denomenator which is classic

not sure we are solving anything with lightning, it would be of great use but again the fragmentation of the software makes that difficult.

easy to us the system, but is limited in the api space

but is limited in the api space when trying to connect

Using is for IDM function for uni staff

Browse and easy to access different function and going from screen to screen

Too easy to make a mistake, get lost in the system, and assistance was not knowledgeable enough for the program we needed

Reporting is simplified

This is the best extra layer of security that I have seen. Salesforce sales really pushed the two-factor authentication and I think that truly helped with the security. Everyone is mobile and the mobile authentication made this is a dream!

a few times the OATH tokens did not seem to connect with third party platforms.

being able mostly to just authenticate on the go.

I like that I can save contacts and tasks and stay organized

I wish there were functions that allowed me to change the text (like annotating your notes)

Saving me a lot of time and keeping me organized. Impacts overall business by allowing every employee to focus on more important tasks