Salesforce Platform Reviews & Product Details

The Swanky UI , Easy to build and smooth navigation. This is how i would like to describe Sales force platform and lightening. We are using this in our day to day lives and best use case about lightening is being compatible with Mobile. The Workflow automation has really nailed it. We have used all the out of box features provided by salesforce which generally provides a great roadmap. Salesforce has replaced traditional CRM model by providing real time updates.

Real time issues which Salesforce is aware of and being worked upon by them is about login as functionality which lets user come back on the login page

we have implemented sales force Lightning for one of the client where traditional database is replaced by cloud objects to store data and real time service querying is done. The biggest impact was made to customers who saw fastest turnaround time in website loading with the blink of an eye and amazing customer ourney

It serves to have an orderly record of all activities carried out with customers, thus having a very detailed view of sales and sales opportunities. I have everything I need on the salesforce platform like creating tasks, saving files, talking with other members of the company I send the information of the updates to the group of people with whom I work and it helps me to be more connected with the clients because I identify the problems that have

with this platform I have everything more organized and the information that is really needed from each client with their purchase history, I am more agile at work, I avoid doing long processes because salesforce has everything so organized that time minimizes

It has facilitated my work because I have the correct order of all the clients to be aware of the successful sales It keeps me informed to have a real statistic of the sales and of the clients, also the daily tasks that I have to do and work in group more easily

I use Salesforce to pull up customer contact info and to organize my outreach efforts. Salesforce consolidates all of my customers, by account, and makes it easy for me to find who I need to talk to, right when I need to talk to them.

If multiple people are adding contacts, things can get disorganize and duplicate contacts can be added.

We are able to view all contact history with a customer to keep track of conversations and to keep notes.

I love that SalesForce keeps track of my out bounding efforts. I like that I can create reports. SalesForce is in a league of it's own and is a really great sales strategy tool

In a prior company there was nobody keeping it clean and full of only accurate data it was often junk that didn't make an impact. Obviously not a salesforce error but a user error.

Salesforce has help myself and my team be more strategic with with our outreach. It helps organize everything we do from opportunities, leads, contacts, and just any general information.

The innovation and trust that Salesforce (SFDC) prioritizes in achieving with its customers stands out in the quality of their product and training materials. There isn't another product that allows anyone to learn at the depth, rate, and ease, in the way Salesforce has developed for their platform. The system itself, while still rooted in the simplistic framework of database, has exploded into a dynamic, intelligent, and navigable experience for users, customers, administrators and developers. I love their 1:1:1 model (1 % equity, 1% product, 1% employee time) goes towards lifting up nonprofits and higher-ed endeavors to help give the best tools and solutions to the change-makers of the world. SFDC is also heavily focused on Equality, and as someone who's been in the SFDC-sphere for a decade, those equality initiatives have paid off. Salesforce is a titan, but they seem to be on our side as customers and a force for good -which is a rare feeling in companies with diverse and expansive product-lines. The initial product has changed drastically due to input from their community, not just their in-house innovation -which is a testament to the value of their customer base being trained and vocal.

I would say cost and complexity of initial implementation maybe. A small startup would probably struggle with SFDC unless they were aware they needed a qualified Admin (at least) on board to ideate and execute. First two SFDC orgs I encountered were both with Nonprofits -it would be nice if SFDC Account Reps were more earnest about cost, time, and knowledge that is needed in-house to support using SFDC as a hub for all activity. Choosing SFDC is a big decision -it can be life-changing, but that comes at the expense of money and time, which some SBs or NPOs may not fully be able to devote appropriate resources to upfront.

Process improvement, time-wasting menial tasks are eradicated or reduced, client 360s are possible due to the Lightning Experience with ease, Einstein Analytics provides dynamism and greater context to reporting in a modern way, executives and navigate key information with ease, visibility and security is robust and customizable, almost anything can be greatly improved with code, declarative automation can be complex but ultimately straight-forward. I've migrated two nonprofits to Salesforce and worked in a heavily-code dependent org -while only working with small businesses, the use cases have all be drastically different and SFDC has been able to meet each need. For nonprofits, the key wins were in the amount of information we could cleanly and easily access for evaluating what fundraising or program initiatives were working -the reporting alone is a savior for most .orgs. The ability to easily integrate with donation services also exponentially improves the range and longevity of a nonprofit. On the corporate side, the number of tools we can leverage is far greater than in NPO-land -we get to use products and consulting power that can take incredibly granular and complex processes with many exceptions and find a way to provide custom views, automation, and actionables. As long as you devote time to your admins and developers, they will find a way to make magic with your org.

I love the ability to customize nearly every category etc. on the backend, and is user friendly -- any changes/settings made are reflected instantly.

We occasionally run into glitches, as with any system, but sometimes it takes some investigation to see where the issue is stemming from and how it can be fixed.

We are able to respond to customer inquiries quickly and integrate processes into Salesforce that otherwise were elsewhere and more complicated. It makes everything much more streamlined!

The best aspect of Salesforce platform environments is absolute freedom to design and test without worrying about affecting production data. Salesforce offers dozens of developer sandboxes to test in multiple different types of environments which you can design. This is very useful if you want multiple different testing orgs to test for specific criteria; for example, you can create a sandbox called “apps” used solely to test out apps on the AppExchange (the AppExchange is similar to the App Store but for Salesforce). Moreover, you can even reproduce a mirror image of your Production environment. This is very useful when you need to test the impacts of major or even minor changes before deploying to Production. Environments is truly revolutionary for optimizing testing and for the sheer quantities of sandboxes you can create.

There is nothing that I can say I dislike. However, there is one thing I think is lacking. My company is an Enterprise Unlimited Salesforce customer and we only have one Full sandbox (i.e. a complete copy of your Production/live data). You have to pay for more Full sandbox environments. I wish customers like my company could have at least one more Full sandbox free of charge. Oftentimes we have a need for more than one Full sandbox. The Partial and Developer sandboxes are sometimes not enough.

We use environments to design and test and to troubleshoot system errors. Having multiple sandbox environments helps us to efficiently deploy changes to the Salesforce Production environment without much risk to the end users. If we are using Salesforce to help solve a business problem, sandbox environments simultaneously solves the business problem of possibly negatively impacting our live environment. By testing very thoroughly first before moving changes to end users, we minimize risk. Also, by having so many developer sandboxes we solve the business problem of not having sufficient tools to test. We can test to our heart’s desire!

I love how Salesforce keeps all our customers/clients information stored beautifully and makes it very user friendly to find information.

I have trouble trying to change the templates, edit information needed, such as adding a field.

We are having the ability to keep everyone's info and categorize them as well under campaigns.

I like that we can do our ordering, payments and bill paying all on one program and not need multiple

I have. Not found a dislike yet. It has really made things easier.

Timely orders. Paying invoices more efficiently

Modular pages are really nice to work with. Extending the app capabilities from objects to on page components is fantastic.

Calendars are great with custom object lists, but the actions are missing to create records in those objects from that page. Also needs to be ready for iPad (lighting full site)

The calendar was a huge win in our medical practice to manage appointments.

I really like the full ability to really manage my pipeline through my reports and dashboards. I like that you can store information about your leads and accounts and save these + check history emails of your colleagues. You can even automate the emails. The biggest value to us is that you build reports to your future colleagues and yourself so you don't need to memorize everything or use Google Drive. Also, if you work on a lead together this can be helpful.

I don't like the time that it takes to load the dashboards, it becomes a little time consuming when you are calling customers and updating things. Sometimes it is difficult to locate duplicate leads within the platform which can lead to confusion when multiple reps are reaching out to one lead.

We are really able to track absolutely everything that is happening with customers, We are really dependent 100% on our salesforce processes, and lightning is really making life better Our teams are able to make informed decisions based on the data reports we have built in Salesforce and further invest in campaigns that have performed well.

It was very convenient to access and maintain my leads.

It is not entirely user friendly. There are certain features which requires prior knowledge.

Lead accumulation. It provides easy access.

It helps keep all of the clients info in one spot and allows calls and emails to be tracked so everyone is on the same page.

Nothing, it has great uses, maybe more options on some things.

It helps keep all of the clients info in one spot and allows calls and emails to be tracked so everyone is on the same page.

Bright & clean interface that is easy and beneficial for all sides of a business (sales, marketing, account managers) to use.

Not anything comes to mind. Sometimes real-time reports are slow to update, but that's easily fixed with a page refresh.

Managing sales & accounts from one platform enables us to be clear on all communication with potential & future clients.

The integration with 3rd party platforms makes salesforce a limitless tool.

The transition from classic to lightning is ongoing, and a bit rough. Reporting features that worked in classic no longer work in lightning. With a strong SFDC expert these can be fixed rather quickly.

Connecting the entire organization with SalesForce has allowed our company to scale responsibly and reinforces accountability.

First of all, I do not believe there could be a better program to keep track and organize orders. This is by far the best on the market. Super easy to use and easy to learn as well.

As much as I enjoy using it , there is a lot of clicking to do to get to the right place but it is effective.

We used a different order system but salesforce made it easier and more organized. Really helpful!

It’s a very user friendly platform. It’s easy to navigate and find exactly what you are looking for. Reports are easy to run and customize which is so important when segmenting my client base.

We are transitioning to this being our sole software and have been for some time. I don’t know that my issues have much to do with the software itself just the connection to existing data.

Keeping track of clientele, current, past and potential. Making changes to accounts and interacting with customers and their information. As well as sales and leads.

Intuitiveness. Ease of use. Great follow up task system.

Some tasks can be repetitive and time consuming

Customer relations. Follow ups. etc

I have been using the Salesforce Platform for almost 4 years now having previously worked with Oracle Cloud and AWS. In my experience, Salesforce is by far the most complete platform that comes with all the necessary tools and APIs to build new applications or extend existing applications on the Platform. It is very stable, highly available and exceptionally performance compared to its competition in this space. The platform continues to evolve and improve thereby providing higher ROI for customers.

There aren't many things I dislike about Salesforce.

Association/Member Management, Knowledge Management, B2B eCommerce, Customer and Partner Communities.

It helps the Sales team become more organized, by logging every move they make with a Contact/Lead and it helps Marketing see what necessary steps need to be taken and how we can further help Sales in our efforts to get more leads. I also really like how almost every other vendor has a Salesforce integration.

Every couple of months or so, we'll have a glitch in the system that doesn't let us upload updates to Contacts with their email. Sometimes it only works with their name and I will have to re-do my CSV file to make it work.

Salesforce is our company's go-to platform for Marketing automation, Sales management, etc. It integrates with so many platforms we use including Clearbit, DataFox, Hubspot, and more that helps us find and reach out to potential clients.