Salesforce Platform Reviews & Product Details

Salesforce allows my small company to operate competively with larger rivals by giving parity in deal management and account marketing.

Salesforce can sometimes be to cumbersome to use, for example, I need to be able create a deal & record information about it, in order to complete that task I need to create an account, add a contact, then associate that with the opportunity.

Our company has solved numerous business problems, our sales department was using outlook and excel to track accounts and opportunities, now we have a common dataset and common language to move deals uniformly through our sales process.

I love the fact that I can keep track of everything on Salesforce my leads, my past activities, my open activities

the number of operations that you could run on salesforce are many and sometimes it's not that easy to use

i work on Salesforce to run my daily activities working as an inside sales person

The look of salesforce lightning is super sheek

sometimes some gliches and freezes and tasks take long to load

Quick and efficient

I have increased productivity and the value of my time by switching to this device. It’s helped me manage my leads better.

Nothing at the moment- have had a great experience

I’ve solved the problem of leadflow and sorting it.

The Lightning platform provides an east to navigate modern interface for Salesforce and improves with every release. At this point virtually all functionality in the classic interface is available and fully functional in Lightning, and Lightning provides additional functionality not available in Classic.

While initially, our use of Lightning required frequent switches to Classic, today Lightning virtually stands on its own and is an outstanding platform.

Lightning has provided our organization an easy to navigate user interface with incredible administrative capacity. As a result, our users access a slick modern interface and our administrators maintain full control over what data is provided to each class of users.

This CRM is so dynamic. I set up the CRM for a company I used to work for, and what I really love is how much you can customize the system to fit your business needs. My role was administrator, and I set up several different user roles within Salesforce, all of which needed different access and capabilities. One of my favorite features I liked was the ability to restrict the access of certain roles based off of hierarchy. This really worked well for managing various sales teams, as well as fulfillment roles, as well as managerial staff.

The program is so huge that it can be overwhelming. I actually ended up taking a training class to learn how to use it better. I wish the platform was color coded or differentiated in some way on the various pages. All the pages look the same, so it's sometimes hard to see which specific record type you're on.

The platform allowed us to manage sales, customer relations and customer history, billing, and marketing all in one place. It's really easy to search for things all in one place and see all events related to a specific customer or employee.

I like the functionality and the ability to get right to my needs using it.

I dislike the challenges that come with using it, like so many different options to work with.

Delivering customer service and building apps.

sales force makes it easy to design complicated systems

It could be a little more intuitive. Sometimes when something goes wrong, it is not obvious what needs to be fixed.

I can design a solar system for a clients house in a matter of minutes. It brings all the tools I need together in one place

I like the ease of use with the calendar, and booking appointments. I also like the simplicity of synching throughout microsoft outlook and being able to easily book appointments from outlook right on my salesforce calendar. I LOVE how easy it is to add new clients to accounts, and love the quote-sending process for training purposes for our clients. I like how we are able to activate clients for our community website directly from their salesforce profiles as well because this is the key for our clients to learn more about the software we work with and train them on. I also love the fact that appointment confirmation status can be tracked by date/time and who (if anyone) confirmed a specific appointment on my book

I honestly really enjoy mostly every aspect to be honest, I love storing PDFs on the left hand side of my screen, I love being able to search through tickets with ease by #, client or business name, or ID #.I guess I can say one thing I dislike is the inability to search through tickets by description or keywords.

Mnaaging back to back appointments, and tracking any employees who have edited appointments. also storing internal and externally used documents for clients/employees. It has been crucial to mainstreaming our internal communiucation within our marketing and educational department. I would highly recommend salesforce to any large business who serves multiple smaller businesses, because it is very reliable, easy to use, and serves many purposes directly from the one website.

The thing that I like the best is the copious information it stores, as well as it's functionalities. So many things it can do! From the basics of creating new fields or integrating FormAssembly connectors to transfer and update previously stored information. Salesforce is the best.

At first, the Classic layout is a little daunting because there's potential for tons of data to be put in multiple places and where to find it is sometimes hard, whereas Lightning is very user friendly. However as an admin, using Classic better suits my needs.

You have the power to reach anyone, as well as store their information quickly and securely. Whatever you need to connect, it's all there.

I like all the expansion potential that can be integrated. It is excellent for sharing Reports and analyze or present Dashboards. Salesforce helps us to organize a lot of customer information, which allows us to serve in a more personalized way. We can record all the information of transactions, calls, claims. The customers have the security that they are in a serious company with an excellent technological reach.

I can not share Dashboards like in the classic version. I would like that function to be activated. The marketing part should have more facilities and better options available to create successful campaigns. When changing from classic to lightning several fields implemented with another application, have been affected. For this reason, not all users can move to this new version. We are currently working on these small issues.

For the moment, I share elegant reports by email. We have workflows with approvals, automations with tasks, approval rules with cases. By scheduling the reports, daily, weekly, monthly, we save time, sharing valuable information on time with various departments involved. Several manual reports have been eliminated and we hope that all the request ( by sales team or another department ) emails will soon decrease because we need to turn them into tasks.

salesforce has literally melted into our team's needs and wants

Reporting, easy but one glitch can ruin everything

Being able to have transparency with my field team is priceless.

Salesforce is a great task management system

It isn't as intuitive as I'd like it to be

We use it to manage prospecting efforts and keep client data safe and updated

Easy to use, configure and build apps. Most common apps and its features can be built by point and click. Platform also gives the power of Apex programming to give customization capability which may not be possible using point and click. Also it is mobile and API ready. Platform is amazingly fast and developer friendly.

As the platform is constantly innovating and coming up with new stuff 3 times a year, its hard to catch up on the cool stuff available and adopt.

We are using it for product development as an ISV.

It makes easy to use this tool for identity management

None with functionality ,but it would be better if we have improved guides

To login multiple times

very slick software i like the way it works

expensive but it does a great job wit whag it does

Shared Contacts

I like the best the expo, all the keynotes were great!

That there was not enough spaces in the sessions even though we came early to go in

Forecasting using opportunities and maybe Einstein

Salesforce Identity platform technologyb

this might take customer information in the cloud w

Wanted to have Iendtitiy management implemented in our org

The Force.com platform is for more the just CRM! Great, flexible declarative tools with built-in automation and workflow. And when you need more, write awesome apps with Apex and Visualforce.

Licensing can be hard to manage at times, but still worth it.

In the Higher Ed space, we use the Salesforce platform to build out department-specific apps in record time.

I have been using it for quite some time. It is easy to use.

The fact that it can be heavily customized makes it difficult to maintain

SAles enablement