Salesforce Platform Reviews & Product Details

Ease of use with integrations to Pardot, email marketing platforms, etc.

Cost- very high as functionality increases and lots of limitations requiring multiple licenses

Customer management and tracking. Share of wallet valuation. Sales campaign success

Ease of use. Simple. Great integrations.

To be frank, I'm not too fond of Lightning and am nervous for the day that Salesforce chooses to get rid of Classic mode. I think Classic is much easier to use and is a bit cleaner. Lightning is a bit too busy and I don't like the tab model.

Our organization has three unique sales teams and over 20,000 customers. By utilizing Salesforce, we're able to integrate with other systems that we use and have a cohesive and updated database of all of our customers and prospective customers.

The flexibility to create automation and workflows.

FSL Mobile application should have the same capabilities and more than SF-1. It's very limited right now.

Sales, Operations related to construction industry, Service, and Accounting.

Ease of use. Easy report creation and ability to customize reports quickly.

Seems difficult to set up charts and graphs

Tracking all contact with prospects and customers.

The fact that anything can be done on Salesforce. Configuration changes are easy, and if you need a more customized solution than custom code can be written. Basically there isn't anything that can't be done.

The only downsides to using Salesforce is having someone in house who is experienced enough to configure your org. If you don't have someone experience, it can be a daunting task for someone to manage a salesforce org.

Currently we're solving automation needs with Salesforce, making it quicker to automate processes and less time consuming. Using process builder helps significantly with this.

The platform has a super intuitive user interface. It's modern looking and fully customizable. Most changes can be made with your mouse, but you can extend it with custom code to pretty much do anything. You can keep adding more and more functionality on top without increasing your costs. The platform is the tool we use the most to run our business.

Salesforce pricing is higher than other products. There are many niche products that serve a specific business purpose that are less expensive. Salesforce charge per user, which adds up as your business grows. External customer access is also per user, which can make it expensive to provide to small revenue customers.

We keep track of all of our Sales, Customer Service, Project Management, Accounting, Marketing, Time Logging, and more on Salesforce. We keep adding more functionality each year and are able to quickly create new tools and new reports to help us grow our business.

The "low code, no code" mentality. Salesforce continues to release tools that are point and click and very intuitive vs having the need for coding that only a developer knows how to do.

It's hard to come up with dislikes about this platform. A dislike may be working with a company that has not used all of the Salesforce tools to set up their system correctly.

This is a great tool to help track sales and quotes and with the Salesforce App Exchange, the skies the limit with all of the applications that can be plugged in like accounting!

Easy to automate everyday tasks and make them unique to our business/needs. Love all the options on the AppExchange, too, that are on platform.

If you're not familiar with it, it does take time to adopt to it's way of thinking. Not necessarily a "dislike" because the solution is modern and has proven useful.

Having everything on one platform and one source of truth. Rather than pointing to hundreds of spreadsheets, we point everyone on our team to Salesforce.

Able to see all projects on one platoform.

Not being able to customize more parameters.

We are solving communication issue between Sales and Estimating. We seen better cohesion and project tracking.

The amount of automated intelligence and networking use din this tool goes to show how powerful this tool really is. considering the fact that in the next 20 years, every human will have at least 10 connected devices, this tool is a must have! allowing to solve multiple business problems at once, truly puts the power in your hands. the security of this tool will also surprise you!

the tool was not very easy to set up, and really relied on support to make sure everything was and is functioning as needed and expected by your company and team. though this was an issue, the amount of documentation available was also helpful and allowed for us to troubleshoot and solve for all data governance needs.

we are easily able to connect all those that need to connected, allowing for people to work across all devices, companies, or networks. also giving us peace of mind to know the data is distributed, verified and connected at all possible stages and levels.

I like the Unified Console view, as it's very user friendly, and allows you to navigate search options easily. On top of that, you can have multiple files open in tabs on the same screen, so you never have to worry about losing a client's file.

I find Lightning View to be a little confusing once you've been using Unified Console for a while. While it's compact and sleek-looking, it's very confusing to navigate.

It's very easy to open client files in a quick and timely manner, and the Unified Console view gives you all of the necessary links at the top of the client's main profile. This saves time in scrolling through the page to find what you're looking for, and thus makes the client experience fast and easy.

the solution helps users build and maintain blockchain networks, apps and smart contracts, allowing them to “create and share blockchain objects in the same process as any CRM data object — with clicks, not code, you can add third parties to their blockchain with a few clicks

needs to Verify the authenticity of information we rely on every single day

This network has the potential to be a game changer for integrated, seamless learning — increasing transparency of student achievements and ultimately making the exchange process of academic records easier for both learners and institutions

I really like the clean, modular options for development. The pre-made code to just drag and drop the functionality you need where you want it means you don't have to study years of coding and design to make a usable function or process work. It's intuitive, easy to clean up if there are problems and there is a lot of support to fall back on if needed.

For the functionality that was not out of the box, it was somewhat difficult to find solutions for requirements needed in our project. We still needed a developer to custom make some report and query functionality for sorting and custom headers and footers needed by our customers.

We were able to retire an old system with limited functionality and replace with a Salesforce module with much more flexibility for queries and reporting.

The amount of leads and accounts I get to choose from.

It takes alot of experience to search for the exact leads or acct you are looking for.

The problems Im solving are; being able to look for leads in an a software instead of going to outside vendor. I get more leads and I have alot of information from each of them.

I love that SFDC provides a common hub to track all Sales and CS related activity. We have used SFDC as our hub for all customer and prospect account information. Its exhaustive and is robust enough to be used as the single source of truth across our whole organization. I also like that for certain items (Data Import Wizard), I can jump back into the classic view. The biggest thing for me is the support of 3rd party developers. Cirrus Insight allows me to use SFDC from my Gmail Account seamlessly. This saves so much time. Other CRM's cannot support integrations like this because their user base/market share is not sufficient.

The robustness can lead to some clunkiness. It is not always as responsive as I like and there are so many different things to click on that it can be overwhelming for new users. Additionally, things like the data import wizard that worked amazing in SFDC Classic does not seem to work as well in Lighting.

Tracking the sales cycle from initial engagement through opportunity development and closed. Being able to see the whole process is critical from a historical understanding perspective. Additionally, when connecting with Clients or Prospects, SFDC is the place to know and learn about them. It is the diving board.

It provide a cleaner look to the classic view, less clicks to get to things. I also like the homepage dashboard.

Some of the features in the reports section are harder to navigate now or don't work the way that they did in Classic.

We use Salesforce as our primary database for all of our contacts, for marketing and event registration campaigns, opportunities and leads, etc. It's nice that in integrates with so many of our other systems (Marketo, Cvent, etc.) so that all of that data is in one place.

It has a very wide range of features with very advanced stuff. It also allows you to customize things to your own needs which is great because it kind of adapts into your operation and keeps it running and growing. It's easily integrated with add ons from third parties including a store for add ons, and it becomes a great social collaboration tool for your company. It's a very powerful tool that delivers what you need.

It's very pricey and in some cases, it has a gap when it requires a new process to be implemented. The learning curve is a bit steep and it becomes an issue when you need to change a process. The transition could be smoother.

The platform is essential for us to keep track of everything we do on a daily basis, from storing case notes, to registering customer products and using the integration with our clients tools to help people around the world with their products. The whole platform helps the information to stay organized and it allows us to easily access it whenever we need it.

We can create components and we can resolve our issues. And it is very secure.

Dislikes are not there. Everything is working good. I am Fully satisfied.

Salesforce is the crm tool. We can contact directly to the customer. And we can resolve issues with in time. It is user friendly. No need to pay anything.

The dashboards and reports are what I like the most about this tool. Very easy, in a few attempts, you can pull a report almost about everything you need about your accounts. A huge amount of accounts and data can be stored in one place and can be easily accessed.

Using this app for the first time can be really confusing until you really get used to it. Sometimes too much information can be a bad thing, and kinda having too many features can be tricky in one platform.

It really helps the process of rapid creation of applications, accounts and keeps all the data in a few clicks.

The hover feature has been added to more buttons and it is easier to navigate between different opportunities and tasks to keep myself organized and help me manage my pipeline better. It is more customizable from an individual level as well with pinning top used lists.

It is still not as customizable as I would like. With different levels of sales teams, we all have different processes that we can't customize for ourselves without changing everyone else's displays.

I am able to more organized with upcoming tasks and the open opportunities I have in my pipeline. I can do more with less clicks and that increases the effficiency throughout the day