Salesforce Platform Reviews: 4.5/5 — Highly Rated

Salesforce CRM is a one stop solution for the sales, marketing and customer teams. You can easily access the data at ease with the customized features of adding the desired tabs to enrich the accounts. Additionally, it allow to get integrated with 3rd party sales tools. Creating reports and analysis are really easy in Salesforce.

There isn't anything particular to dislike about Salesforce.

Salesforce CRM is one stop solution for the sales, marketing, customer support teams. It allows to add customized fields which really helps to enrich the accounts with personalized details for the prospects.

We can create different dashboards and reports in the salesforce platform. It's easy to maintain and fetch the data through salesforce. We can also integrate salesforce to different channels directly to fetch the data in. Data mining is also easy, you just need to select your filters and fetch the reports and do whatever you want.

Data duplicasy is one of the major issue in the salesforce. It captured same customer data multiple times if the customer's come through either different source or different channels. As per my openion, salesforce is quite a bit slow than other competitive CRMs.

As per my point of view, The main benefit of salesforce is to fetch the data to create data segments, analyze the day to day marketing campaign performance and to run the campaigns on different channels usging the segmented data.

It is very easy to use. You are able to see the entire profile of your customers and can make the best suggestions for products and services.

Takes a bit of getting used to, but once you get the hang of things it's a great platform.

Using it to track referrals and see the overall profile of customers.

The Salesforce platform allows me to easily collaborate with others in my company to complete our work.

I'd like to see the Salesforce reporting tool receive some updates. I think a more robust ability to cross examine information using keys across records would be extremely helpful for my job.

Salesforce Platform is helping my team globalize our approach to our due diligence processes, and it's helping our sales staff close deals more easily and quickly

I like how you can modify it to your needs and how easy it is to use. It creates a easy flow in your day to day work and the modifications are great.

Sometimes it lacks, and it can be difficult to see your own personal data.

Data logging

Salesforce offers a comprehensive and user-friendly CRM platform. The customizable features and robust analytics have significantly improved our sales processes, providing a centralized hub for managing customer relationships. The cloud-based system enhances accessibility, making it a valuable asset for our team

While Salesforce is powerful, the initial learning curve can be steep. Navigating through its various features and customization options can be overwhelming for new users. Additionally, the pricing structure, especially for smaller businesses, may pose a challenge and require careful consideration of budget constraints

Salesforce Platform solves various business challenges by centralizing data, streamlining sales processes, fostering collaboration, and providing scalability. It enhances CRM, offers real-time analytics, ensures mobile accessibility, allows customization, automates marketing, and improves customer service. These features collectively boost operational efficiency, customer satisfaction, and overall business success.

We are using it for Account management in new business, recurring business, support things, Legal, Finance, and Invoicing. It is being used for over 60% of business processes

The UI can be improved because the reports are not very informative

The entire account management, support ticket tracking, Invoice tracking, and contract tracking is happening in the SF

seamless communication, sales process, Workflow, Ease of Integration

Require Internet connection work. Some time might get little complex

Helps with Customer Insights, Enhanced Sales Processes, Smooth work flow

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.

Its innovative nature by coming up with new clouds specific to each industry every day like edication cloud, data cloud , marketing cloud etc. They also have good customer support. I also like their automation tools by which we can automate our daily tasks

They are too costly if organization have less users. They should come up with some cost wffective licenses.

It helped me in intellegent routing of my cases using Service cloud as a result i am able close cases faster. Its email to case functionality is also awesome as lot of requests come on our company's mail.

The data warehouse platform is best what I see in snowflake

Pricing is a big factor for snowflake I feel it is a disadvantage

It is best for my organisation to keep big data analysis, load dataset for future analysis purposes

It's easy to use for sales and service product and easily intergrable with another product. It's performance is so high therefore more valuable.

Lack of adoption by organization, user doesn't have control over every tools and customer service is also unresponsive

Salesforce have so much prebuilt tools that increases the productivity and saves user time

The way it allows data analysis into modern world

Pricing is key factor, very les documentation to learn

It is good

Service and marketing cloud and AI feature

Cost of some of the products which can be expensive

Managing data

Pre defiened logics, out of the box fetaures

No. of validations, costing and governor limits

Providing frequently updates with new features and securtiy

It has great user experience with huge customization on every automation we can think off.

Sometimes its governor limits become hurdles to implement what I intend to do

It helps me with sales forecasting and giving AI insights with my data which overall helps me to take better decisions with stakeholders

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.

after introducing its vertex AI support through data cloud it has opened new horizons for next level generative AI. Its very easy to use software for non technical staff

its awesome software but sometimes some standard features are not much customizable and become hurdle

recently I did integration with vertex AI model through data cloud which helped me to get insights about the data that were unknown

User-Friendly & Customizable: Salesforce's intuitive interface and high customization make it a breeze to adapt to our unique needs. Efficient Automation: Powerful automation tools have streamlined our processes, saving time and reducing errors. Real-Time Collaboration: Cloud-based collaboration ensures our team stays connected and aligned, enhancing overall efficiency. Insightful Analytics: Robust reporting and analytics provide deep insights, empowering data-driven decision-making. Scalable & Integrative: Salesforce effortlessly scales with our business growth, and its wide range of integrations adds versatility. Responsive Customer Support: The support team's quick responses and expertise have been invaluable, ensuring minimal disruptions.

Learning Curve: For new users, the initial learning curve can be a bit steep. However, once mastered, the benefits are substantial. Costs for Advanced Features: Some advanced features come with additional costs, which might be a consideration for smaller businesses on a tight budget.

Data Centralization and Accessibility: Salesforce's robust database has centralized our data, providing easy access for all team members. This has streamlined processes and eliminated data silos. Enhanced Customer Relationship Management (CRM): Our CRM has become more efficient and effective, allowing us to better understand and serve our clients. The 360-degree view of customer interactions is invaluable. Automation and Time Savings: Automated workflows and processes have saved us considerable time, allowing our team to focus on high-impact tasks rather than manual, repetitive activities. Data-Driven Decision-Making: The analytics and reporting features empower us to make data-driven decisions, driving business growth and strategy.

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.

The learning curve is very good for freshers and it can be implemented and integrated in various conditions easily. Due to its various features, you can impact the grassroots level problems easily. As there is a large number of users creating a very helpful community of trailblazers with very good customer support.

Pricing is the most problematic thing as for business use for startups and small firms the solution is a bit costly.

We are a consulting firm giving solutions to others in which a CRM with a good integration functionality helps a lot and time consumption to create a solution using salesforce is very low which agains help in customer satisfaction.

Easy to learn and easy availability of learning resources, easy implementation as you don't need to learn coding to use salesforce. Is connected at grass root level.

Certification fee is high which can be managed a bit.

Mainly it helps me to complete the innovation of e platform and management of the same from the granular level

Its ablity to connect self made AI models to Data cloud. In its every release it comes up with something new which makes dev life easy. I also like its reporting feature to make dynamic dashboards

As of now I cant think any dislike but sometimes its governor limits become hurldle during development

It helped me to get insights about customer intent on cases data using custom AI models in salesforce

I love the customization options for reporting and for managing my leads.

I wish I had more time to train myself on how to better use Salesforce, but I'm working on that project right now.

Salesforce is allowing me to organize my leads and contacts and keeps my tasks updated to that I can work multiple campaigns at once in the most efficient way possible.

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.

Its a versatile platform. The range of clouds and ready to use functionality serves best starting point for the adoption of the system by end users and organization. Also, it provide greater flexibility for customization if some tweaks are needed. Its ease of implementation allows quick go live of projects Customer support is also top notch. PromAlert and signature support are very good. It can integrate easily with your existing systems

Licensing can be made ease to understand to end users as they are not aware about the technical things like API limits which is coupled with this.

Its getting used for LOS system for client. Supporting large base of dealer networks and locations.

Field technicians can access FSL via mobile, allowing them to receive work orders, access customer information and update jobs while in the field.FSL enables organizations to manage their inventory and products more effectively. Technicians can track product availability and order replacements when necessary.

While FSL provides mobile applications for technicians , some users report the issue of usability and functionality of these applications. In remote locations, problems may occur in the connection between the mobile phone and the application.

We have created an application for the client using the FSL which is based on the Ambulance booking.In this application a user can pre book the ambulance according to their need.When the user booked an ambulance the a work order is created and when the driver takes the request and accept it then a Service Appointment is created for them.

Salesforce allows us to easily manage users. We can create, modify and deactivate users according to our business needs. We also provide the profiles to the users according to our need. We can also adjust our sales process according to our needs.

In sales cloud when we share the account manually to any user using sharing button then the related deals of that account are not shared with that user automatically.We have to share it manually.

In our organization we are using Salesforce for calculating the incentives of the sales team. We are calculating the incentives according to the number of deals closed by the particular sales member.So it makes our work easy to calculate the incentives effectively. We also use reports and dashboards to see the difference between our past and present sales

Salesforce Service Cloud is very vast and diverse platform. It helps in growing your bussiness with minimal development.

To be honest, there is nothing much to dislike about salesforce. It would have been good if its cost would have been less so a small bussiness platforms could also use it.

Slaesforce is showing that path to small scale bussiness to access all salesforce tools and grow there bussiness to a larger scale. Salesforce diversity helps in multiple sectors such as e-commerce,health,ERP etc.

You can customize and be specific depends on how you want it to be

Need to allot time and effort to understand and prevent any errors that may arise in the future.

Make your tool easier and accessible by specifying the problems and solving by having it customized