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What is Salesforce?

Salesforce enables sales teams to maximize their productivity and achieve their goals more effectively. As the premier CRM solution worldwide, Salesforce transcends basic capabilities. It provides teams with vital resources aimed at broadening their client bases, uncovering new opportunities, and closing deals rapidly from virtually anywhere. The platform features an impressive selection of tools, including contact management, opportunity tracking, lead oversight, email integration, report generation, sales forecasting, and file synchronization and sharing, to name just a few. This allows you to invest less time navigating through spreadsheets and more time concentrating on your core business activities. Without the need for any extra hardware or software, our intuitive setup guide empowers you to streamline sales workflows and resolve customer inquiries in just a few minutes. By connecting data across sales, service, and marketing, you can deliver seamless and tailored experiences to your customers. This holistic view of each client encompasses their accounts, interaction history, and connections. Additionally, incorporating social data can significantly enhance your understanding of customer behaviors and preferences, providing you with a competitive edge in the market. Ultimately, Salesforce not only boosts sales efficiency but also fosters stronger customer relationships through insightful data analytics.

Pricing

Price Starts At:
$25.00/month/user
Price Overview:
Essentials - $25 per user per month
Sales Professional - $75 per user per month
Service Professional - $75 per user per month
Free Trial Offered?:
Yes

Integrations

Offers API?:
Yes, Salesforce provides an API

Screenshots and Video

Company Facts

Company Name:
Salesforce
Date Founded:
1999
Company Location:
United States
Company Website:
www.salesforce.com

Product Details

Deployment
SaaS
iPhone
iPad
Android
Training Options
Documentation Hub
Online Training
Webinars
On-Site Training
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
Chinese (Mandarin)
Chinese (Simplified)
Danish
Dutch
English
Finnish
French
German
Italian
Japanese
Korean
Norwegian
Portuguese
Russian
Spanish
Swedish
Thai

Salesforce Categories and Features

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Manufacturing Software

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Inside Sales Software

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Customer Reference Management Software

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Construction CRM Software

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Automotive CRM Software

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

More Salesforce Categories

  • Reviewer Name: Yasser P.
    Position: Sales Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Professional system for customer management

    Date: Mar 03 2023
    Summary

    It provides a way to have better decision making, showing me a more complete picture of my sales and also when I can work collaboratively. When I talk about a more complete picture of my sales, I mean potential customers and the entire long cycle of purchases with respect to customers and their prospects. With this I have been able to increase the success of sales and of the entire organization, which can have access to a lot of important information that can take sales to a better level thanks to the detailed view that can be had, both of the reports of a specific account and of in a general way throughout the organization, so nothing can escape.

    Salesforce Sales Cloud has been able to make it easier to keep track of all the sales opportunities I may have and to be able to correctly carry out prospecting activities. It is no longer the use of a simple Excel sheet to manage sales, but rather it goes further with multiple tools that allow me to have a good CRM within my work, making any sales process that I have totally fluid and more professional. . Several clients have even told me that they feel that they are really listened to since I keep a record of past conversations, allowing me to evaluate the needs with what I have previously mentioned and listen to proposals, thus boosting sales thanks to the information that I have at my fingertips. my hand.

    I would like Salesforce to go one step further and allow small businesses to manage this platform more easily so as not to have obstacles along the way, because to be honest you have to be very well documented to be able to use this tool correctly. If you don't know what you are doing, you may be missing things that help you have potential customers and not generate as many sales as expected. For this reason, a version with few features would not be bad, but with a potential similar to the one currently found with the aim of allowing small businesses to grow more easily.

    Positive

    The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook.

    The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing.

    The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.

    Negative

    It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level.

    The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.

    Read More...
  • Reviewer Name: Tatiana P.
    Position: Sales Support Associate
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 10,000 - 19,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent CRM Platform

    Date: Feb 07 2022
    Summary

    I use this daily with work to keep client information, secure & all in one place. Highly recommend this product!

    Positive

    Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

    Negative

    Compiling Reports can be difficult with knowing which filters are best for different ones.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Senior Project Manager
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Versatile CRM platform by Salesforce

    Updated: Nov 02 2022
    Summary

    Salesforce is undoubtedly the most versatile product for customer relationship management. It offers a highly customizable sales funnel and forecast builder to extract every lead. My experience with Salesforce was seamless.

    Positive

    Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.

    Negative

    I am happy with this platform, with no downside experience.

    Read More...
  • Reviewer Name: Megan V.
    Position: Deputy Director
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    So Many Great Features, but difficult to learn

    Date: Feb 04 2022
    Summary

    For a large organization with staff with deep experience with Salesforce I think it's the best option out there. But for smaller organizations with less sophisticated needs I have found that there are alternatives that I prefer.

    Positive

    Our non-profit uses Salesforce as our donor management system. Its pros are that it has multiple integrations with other software so all your systems can be "talking to each other". For example, we used salesforce with iContact to send out regular newsletters and communications. Salesforce also has the ability to analyze your data with a seemingly endless number of filters.

    Negative

    I was never formally trained to use Salesforce, and have found that it is not very intuitive for those who are trying to "self-teach". The interface is also not very visually appealing, making it a tool I use with hesitation rather than one I'm keen to jump into and use to answer my questions or do my work.

    Read More...
  • Reviewer Name: Aernoudt B.
    Position: CCO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Mediocre platform for premium price

    Date: Jan 29 2022
    Summary

    If you are looking for either a CRM platform or low-code platform: best to look somewhere else. The only reason this platform still sells is because they shaped the initial market and now have the name. Similar too "nobody got fired for buying IBM" some years ago, this now unfortunately completely applies to SalesForce platform.

    Positive

    The concept was great, when it started, yet that is basically the only positive to mention about this platform.

    Negative

    Under the hood this platform is possibly the worst of all low-code / CRM tools on the market today... (basically technologically obsolete / legacy).

    Very slow (used it at several companies, with small and enterprise licenses /edition: in all cases slow).

    Not easy to configure / simple to use compared to other CRM solutions on the market

    Marketplace offerings promise a lot deliver very little. At the different companies I worked where Salesforce was used, every single marketplace add-on cost way more time to get it working, and way more effort and consultancy, to be able to call this a true marketplace.
    Very nice for the bigger SI's though as a money maker as this platform needs a lot of consultancy to work any close to reasonable.

    Read More...
  • Reviewer Name: Paola G.
    Position: CEO
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    I keep my sales through the roof.

    Date: Oct 05 2022
    Summary

    I have been able to maintain a large number of company data regarding sales and also, thanks to the integration with other platforms, I can keep all the information within a single space, so I can say that it is more practical to have integrations with both the Salesforce products like those of other platforms. I was able to exponentially improve what I am selling, being able to better measure the exact price through the demand to be able to attract more clients when everything is more striking, also thanks to Salesforce I was able to improve the workflow regarding how many sales we can determine to attend in a normal business day. With this platform I was able to obtain the details of the clients and potential clients to have knowledge of it by being able to deepen and be able to create stable relationships and improve and personalize the interactions with the clients, boosting the sales of my company. With Salesforce I have more dynamism since I can gain time when executing a sale and it connects me more with the client throughout the entire sales process or cycle, being able to detail everything from end to end.

    Positive

    º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine.

    º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform.

    º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company.

    º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship.

    º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.

    Negative

    º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens.

    º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users.

    º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected.

    º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.

    Read More...
  • Reviewer Name: Aldrin L.
    Position: General Manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Loved this CRM!

    Date: Apr 18 2022
    Summary

    I have used Salesforce throughout three organizations that I've worked for and Salesforce is very easy to use and perhaps the best CRM out there! I would highly recommend this product.

    Positive

    Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.

    Negative

    No cons that I can think of as this is really a great product!

    Read More...
  • Reviewer Name: Clarissa H.
    Position: Benefit advisor
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    I love Salesforce

    Date: Jun 10 2021
    Summary

    Overall I would recommend Salesforce to any employer if they want an efficient and organized way for their employees to navigate their information and accounts. It is very easy to learn to use and very effective for keeping consumers information organized and safe.

    Positive

    Very user friendly and organized. It's also very easy to navigate and has features that allow you to set reminders for any follow ups or appointments you may set which is very helpful to stay organized.

    Negative

    Sometimes duplicate tasks will be created if a person that calls doesn't have a profile in the system already which can be a little tedious.

    Read More...
  • Reviewer Name: Harrizon R.
    Position: Harrizon.r@nmciberica.net
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce CRM to increase your performance and more immediate results

    Date: Jan 05 2021
    Summary

    Salesforce CRM is a great tool for many types of businesses, in addition to being more adjustable and therefore can be deployed to consumers with a minimum of effort. We are bringing customers to buy our items on the Internet, instead of using our typical means of calling the warehouse and also buying the items. In fact, we have additionally incorporated the e-commerce application with our inheritance systems and, therefore, orders are coming perfectly into the legacy system and they can be sent to customers, as well as can be tracked using the website.

    Positive

    One of the most practical attributes of the sales force CRM is that it brings together businesses as well as customers and can also be adapted to different customer demands. The best thing I like about Salesforce CRM is that it can be integrated with multiple departments, such as advertising and marketing, sales and also business. In our company, we make use of the sales force for our e-commerce system to attract customers to buy our products online. We can also produce much better personalized web pages for customers who use the visual strength page. Salesforce also maintains the flash view as well as the classic view, which can help users switch between the views they want.

    Negative

    The downside of Salesforce CRM is its storage limit. It can save a small amount of kb per page and, therefore, generates a restriction to store a lot of information. This applies to the visual force web page.

    Read More...
  • Reviewer Name: Sandra C.
    Position: Director of Business Development
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce is the best CRM method on the market

    Date: Mar 25 2021
    Summary

    Salesforce is used throughout the organization. It reduces cost of sales, increases customer retention, improves customer service, builds more sustainable relationships, increases employee productivity, is secure and well protected, and is free to use for laptops, smartphones and Mobile access to company data from mobile devices such as tablets, as well as flexibility to increase overall efficiency and quickly meet business needs.

    Positive

    Salesforce allows us to easily collaborate with our team to securely share information and effectively connect with our employees. We create custom reports so we can analyze all the information from within our organization. Salesforce provides excellent analytics and reporting capabilities. This is a great tool to increase our overall productivity. We like to use this software for data tracking and I like that it provides accurate reports so we can make better decisions based on the reports obtained. Most organizations use it.

    Negative

    The navigation interface for simple tasks can get complicated. Online video based training is more available.

    Read More...
  • Reviewer Name: Max S.
    Position: Contact Center Engineer
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best CRM Hands down!

    Date: Feb 23 2021
    Summary

    Overall my experience with Salesforce has been amazing! I enjoy working on the platform every day and getting to help my co-workers make their lives easier with it as well.

    Positive

    Was able to connect to just about anything! Able to connect to our contact center to complete a lot of automation.

    Negative

    There really isn't any cons with Salesforce, its the top of its breed. It can do pretty much everything plus more.

    Read More...
  • Reviewer Name: Jeremy Z.
    Position: Human Resources Leader
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 5,000 - 9,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce has enabled us to increase sales in our virtual portfolio

    Updated: Mar 20 2021
    Summary

    Salesforce is an excellent CRM for use by any company in the market whether large or small. You don't need to be very knowledgeable to use it, even though it has quite a few features it can be overwhelming Salesforce can be used by anyone considering using it. It helps us in an easy way to plan the exploration and visits of each client which makes the information arrive quickly, reliably and concisely. We were able to address at the beginning the management of user support through the control of your account to be able to provide help in each case comma optimizing each task and each objective in order to develop the client's project. We were also able to manage a call order with this software, we were able to track each visit of each representative call rate and a variety of indicators needed for each one.

    Positive

    We have been able to implement in our sales department the management of mapping and customer profiles, which has allowed us to maintain an organized way all the reports generated with each one of them. Salesforce has one of the best CRM designs on the market and has a wide range of design customization that we can easily adapt to what our buffet accommodates. By this we only mean that it has a basic simplicity according to the user interface that we show both in our sales department and to each customer in general.

    Negative

    With the next updates we would like you to implement a mass emailing as it is too tedious and cumbersome to be sending each client the progress of their case. Sometimes we generate an automatic response that we can easily forward to more than 15 or 20 clients, but in this case we can only do it individually. Although we can see it as a great feature the fact that Salesforce has too many features and options could overwhelm us in a simple way and not know what kind of option to use in each report.

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  • Reviewer Name: Rodrigo V.
    Position: Chief Marketing Strategist
    Has used product for: 1-2 Years
    Uses the product: Weekly
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce as a modern approach to case management

    Date: Mar 21 2021
    Summary

    We recommend Salesforce as a use for organization and management of notes and files, which has been great for those uses. The dashboard has made it easy for us to know everything about our reports in great detail. We were able to create a tracking pattern for the issues so we can follow the cases from start to finish without any hassle. We have all the records organized so we know which department they belong to.

    Positive

    One of the qualities of Salesforce is the organization of records of all kinds, we can have everything well organized and at the time of generating a report we do not have any loss of time. At the same time, it allows us to keep all kinds of notes organized and allows us to keep track of tasks. The scheduling of hearings is excellent.

    Negative

    To be able to manipulate documents we had to integrate certain tools, otherwise it did not allow us to do anything. We need to somehow also integrate Five9 for documentation purposes, but they don't have that integration added either. You have to update the real-time update of tables, if you make a change you have to wait at least two minutes for it to appear.

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  • Reviewer Name: Joshua F.
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Expensive and not user friendly

    Date: Jun 04 2021
    Summary

    My experience with them for my current company was terrible. I realized our sub 10k monthly spend did not get as much attention as my previous M+ spend (to be expected), but the level of support was pitiful, so we plan to cancel. NOT start-up friendly. Would not recommend to anyone Fortune 10 to 10 dollars in revenue!

    Positive

    The pros are that Salesforce has more data than any other CRM and as such can offer a suite of products and services that no other CRM can achieve.

    Negative

    This could be long, but I will keep it simple. Salesforce is too cumbersome and too expensive to ever make sense for 80% of organizations and 97%+ for start-ups or mid-sized businesses. You need experts and each user will have to learn on their own or you have to hire more salesforce admins! $$$$

    Read More...
  • Reviewer Name: Lorrie F.
    Position: Brand Designer
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce is the sales-oriented CRM that everyone needs

    Date: Mar 21 2021
    Summary

    Salesforce meets all the requirements in the self-service area, and its intelligence is intuitive enough so that no problems occur when managing sales, especially if customers are in charge of coordinating the process themselves. We recommend working with Salesforce, as it is the best for keeping the entire sales team properly coordinated and all performance reports or job tracking in perfect order. Salesforce CRM is the best way to work in sales.

    Positive

    Among the facilities that Salesforce provides is a contact manager to which you can import documents with contact databases in different formats. Integrating Salesforce with automated marketing services is good for more powerful campaigns.

    Negative

    In view of how much it has improved our customer management through the web, we would like to invite everyone to start using Salesforce for work. There are no negative comments on Salesforce within this review, as it has proven to be a good quality software.

    Read More...
  • Reviewer Name: Jesse S.
    Position: Executive vice president
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 500 - 999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce presents us with a whole new sales scenario

    Date: Mar 31 2021
    Summary

    The most notable feedback on Salesforce from our sales team is that profits have increased tremendously since we started using it to develop our customer management. It is much more convenient to communicate through Salesforce than any other software.

    Positive

    Salesforce does not make us deal with very difficult communication methods with customers, making contact with them as easy as possible. In this sense, we have noticed that customers feel much more involved in the product sales process than they did before, due to the greater agility in communicating with them.

    Negative

    Our company's landing pages are not well managed from Salesforce in a way that allows us to acquire more information about the visiting audience, so the processes for converting page visitors to customers can be limited in terms of information. You can't count on mass marketing from Salesforce.

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  • Reviewer Name: Parth S.
    Position: Head Of Customer Experience
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Most Detailed Tool

    Date: Jul 30 2021
    Summary

    Great business solution for customer support as provides glance over historic resolutions while assisting the customers and predefined templates delivers uniformity and add to productivity.

    You can even schedule emails and SMS. You also set call back reminders which will help your customer support representatives to be prompt and punctual.

    Positive

    - The interface can be customized as per user's requirement
    - This tool can be used for tagging on all communication platforms e.g Call (Inbound + Outbound), Email, Chat & Social Media.
    - This tool has a provision to develop and deploy templates that can be triggered manually or automatically in person and in bulk based on preset parameters.
    -This tool provides you with an option of customized reports which can be created as per users perview.

    Negative

    - As the tool is enriched in features hence you might have to invest some time to adopt for its optimum utilization.

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  • Reviewer Name: Shishir D.
    Position: Senior Analyst
    Has used product for: 1-2 Years
    Uses the product: Monthly
    Org Size (# of Employees): 20,000 or More
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The best of the best

    Date: Jun 17 2021
    Summary

    A great cloud based CRM solution to manage customers and their associated tasks. Fully recommend to anyone still fumbling with multiple spreadsheets or ERPs.

    Positive

    We use a salesforce CRM to meet various milestones across various customers. Task alerts can be set with ease, extremely streamlined and updates quicker than instant noodles!

    Negative

    Nothing to add here. Overall a great service and uses the cloud effectively.

    Read More...
  • Reviewer Name: Parissa A.
    Position: Global Campaign Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1,000 - 4,999
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Salesforce: if it comes to business operations, this is the best service

    Date: Apr 26 2021
    Summary

    Salesforce's design makes it a great platform for working with sales intelligence, since adapting it to other Salesforce services to deal with CRM functions is easy to achieve, and adequate in handling all the issues that may arise during the work. We recommend it for its ease of use in streamlining sales data storage.

    Positive

    In Salesforce there is a generally high level of automation quality, thanks to the implementation of self-service tools, so that our own users can feel comfortable exercising their own activities. With Salesforce we can add plug-ins from its own extension store, the results of which are excellent for adding content to reports or sales.

    Negative

    When it comes to workflows, Salesforce is completely useless: it does not allow us to add them from the cloud even if they are already created, and it does not allow us to manage them using some kind of integration. This is a recurring problem in the services provided by Salesforce, but in the case of Salesforce it is worse as it does not allow us to include our sales data in these workflows.

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  • Reviewer Name: Aaron H.
    Position: CEO
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    There's a good reason SalesForce is king

    Date: Aug 30 2021
    Summary

    You pay for what you get with Salesforce, and they are the top dog. Best CRM on the market hands down.

    Positive

    There's a good reason SalesForce is the #1 selling CRM: they do everything the best. Calling, integrations, pipeline management, everything.

    Negative

    I haven't seen any cons to using this software as of yet.

    Read More...
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