Salesforce Sales Cloud
Salesforce, Inc.External reviews
10,029 reviews
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What It's Good At, It Does REALLY Well
What do you like best about the product?
I enjoy how customizable it is and how much work they've put into making the customizability accessible to everyone, even if you aren't a coder. The trailheads are helpful because you learn new skills and can build upon existing ones.
What do you dislike about the product?
Due to its capacity to be so unique in each instance, it can be difficult to pinpoint where things are breaking when something goes wrong. There are so many possible solutions to a problem that, at times, it can be overwhelming.
What problems is the product solving and how is that benefiting you?
We are a growing business, and it's vital that we accurately track data. It's especially useful when all that data lives in one place. I can set up different views for different team members, so they only see what is necessary and helpful to them, which helps everyone avoid unneeded stress during their day. It can also automate most regular tasks, which frees up more time for them to focus on things that can't be automated.
Recommendations to others considering the product:
The initial setup time can be discouraging, but once it's up and running, it's a priceless tool for your company.
Highly robust platform, worth the investment
What do you like best about the product?
There is basic functionality out of the box, but the ability to extend this functionality using point-and-click configuration, no code automation (Flows is a new AMAZING feature), and custom code (Apex, SQL, Visualforce, Lightning Components) really allows you to build a system that meets the exact specifications for your company's processes and even to simplify or automate previously manual or time-consuming tasks.
What do you dislike about the product?
Salesforce is an investment - it requires design, setup, on-going administration - but doing this properly has a **very high return**. So don't count this as a negative as others might. My actual complaints are:
1) Features that have been sitting on their idea board with thousands of votes have gone ignored for years. Many of these have work-arounds people have developed, but still, SF should listen to ALL of their users and not just develop niche features.
2) You can't remove licenses. You sign a contract for a certain amount - possibly add more mid year - but then if you restructure or have other downsizes, you're out of luck.
1) Features that have been sitting on their idea board with thousands of votes have gone ignored for years. Many of these have work-arounds people have developed, but still, SF should listen to ALL of their users and not just develop niche features.
2) You can't remove licenses. You sign a contract for a certain amount - possibly add more mid year - but then if you restructure or have other downsizes, you're out of luck.
What problems is the product solving and how is that benefiting you?
We use Salesforce not just as a CRM, but as an entire ERP platform. It tracks our sales and inventory. We've built a custom checkout page for our customers. We've integrated it with Slack, Gmail, Xero, and our lead forms and email marketing.
Recommendations to others considering the product:
Don't buy an inferior solution because Salesforce seems too daunting. Realize it is an investment that will pay off.
Sales Operations User, 4+ years hands on experience with Salesforce CRM
What do you like best about the product?
It easily allows our sales users to manage their day to day tasks, ensuring they do not have to rely on anything from memory. It provides us with key metrics and analytics which dictate the business strategy and allow us to take action in real time.
What do you dislike about the product?
Can sometimes be difficult to implement ideas we have. There's probably a good argument for not creating everything we think of as we don't want to stray too far from the intended use of functions. However, there are certainly some key features we would like to see and at present we are unable to achieve.
What problems is the product solving and how is that benefiting you?
Insights-wise, we are receiving the majority of our key commercial data from salesforce. We have also been able to roll out better workflows and business processes across all of our commercial teams
Best of the best
What do you like best about the product?
Configuration options are great, though there are occasional limitations. More impressive is the ability to link to other systems via API and the extensive App Exchange marketplace available and growing.
What do you dislike about the product?
There are some basic functionality changes that are widely desired that have not yet been addressed on the platform. These items seem simple, and Salesforce is constantly updating - I would hope these were a priority.
What problems is the product solving and how is that benefiting you?
We use it as a Sales tool primarily, as well as our data source of truth to allow other systems to make calls or receive triggers based on Salesforce field values.
Salesforce CRM continues to improve
What do you like best about the product?
Best Practice flows for the Sales Organization can readily and quickly be introduced to Users.
Data consistency and adherence to data definitions/standards can be incorporated into the Object entries.
Integration with Tableau raises reporting to a new level.
Data consistency and adherence to data definitions/standards can be incorporated into the Object entries.
Integration with Tableau raises reporting to a new level.
What do you dislike about the product?
Connectivity with OS365 is limited and cumbersome to configure.
SSO is acceptable for identity management; however, the power of SF to be the single source of data for Sales is subject to limitations of integration with documents, spreadsheets, presentations, etc., generated in OS365. Sales Managers must upload these artifacts of the Sales process to Salesforce for completeness. This uploading is a massive waste of time and storage. The materials already exist in folders external to SF; why can't they just be referenced?
SSO is acceptable for identity management; however, the power of SF to be the single source of data for Sales is subject to limitations of integration with documents, spreadsheets, presentations, etc., generated in OS365. Sales Managers must upload these artifacts of the Sales process to Salesforce for completeness. This uploading is a massive waste of time and storage. The materials already exist in folders external to SF; why can't they just be referenced?
What problems is the product solving and how is that benefiting you?
We have achieved a Standardization of a Global Sales Process that yields data consistency and quality. The standard Sales Process is flexible enough to accommodate the nuanced relationships that exist in multiple countries and languages.
Not as great as we'd hoped.
What do you like best about the product?
That all of my leads are in one place and it's easy to convert them to an opportunity.
What do you dislike about the product?
I assumed when we had all of these tabs put into place that information would transfer from one to the others and it's not doing that.
What problems is the product solving and how is that benefiting you?
Not having to do an excel spreadsheet to keep leads information in one spot. Benefits are that it does include various components to keep an eye on overhead of the projects.
Recommendations to others considering the product:
Bullit Software promised us they could do 3 things that we really needed this software for and in the end, they couldn't/didn't do any of it. Ended up using all of our complimentary support hours for long telephone chats that were the same demonstrations over and over. Do not recommend.
Salesforce is the Leader in CRMs
What do you like best about the product?
It can be intimidating to use Salesforce but where you can appreciate the software service is that you can easily find Salesforce Developers/Admins all around the world to help you configure or upload data.
What do you dislike about the product?
Downside is that some of the processes needs to be modernize (sending a pdf file as a .html rather than a pdf file). Many of the user suggestions on Salesforce trailhead are not implemented.
What problems is the product solving and how is that benefiting you?
Contact data management, targetted marketing and customized emailing with tracking are tremendous benefits to see how are our efforts are being rewarded. Coupled with reports and dashboards, it easily helps us market our firm to our industry.
Powerful and Customizable CRM
What do you like best about the product?
We can drill down via reports and dashboards to collaborate on stuff like Marketing spend ROI's, employee retention and general corporate indexes to maintain control on our business.
What do you dislike about the product?
It is tough to get set up. The more customizable the system is, the more decisions you need to make, so be very cautious of the decisions you make during setup.
What problems is the product solving and how is that benefiting you?
We are solving the gap between the Lead to the Appointment and which leads are of the highest value. We can tell which agents convert leads to appointments and which agents close the highest amount of those appointments. We can also see where the lead came from, the cost of the lead and which convert at the higher percents.
Recommendations to others considering the product:
This is not a plug and play CRM. If you are looking to log in and get going right away, this is not the right CRM for you. If you are looking for really high powered data at your fingertips, then this is the right platform. Our agents were not fond of the CRM, but out management team loves the valuable insights created.
Salesforce CRM Review
What do you like best about the product?
Salesforce is a really good and functional CRM. I like that it specializes in industries, such as Higher Ed, and customizes fields to this. The amount of Applications that can sit on top of this CRM gives it endless capabilities. We use it for events, reporting, dashboards, emailing, and texting. There is also a search feature that is very easy to use and navigate whether you are searching for profiles, email campaigns, or emails. They also offer very good customer service as well as training videos, called Trailheads, that users can watch and train themselves with.
What do you dislike about the product?
The one dislike I would have is the reporting and dashboard capabilities. I feel like as compared to other crms or analytic tools Salesforce is behind. The graphs are very old fashioned looking and the tracking capabilities are as well. Sometimes I find myself exporting the data to excel or Tableu just to get a better graph than is shown in Salesforce. This just creates unnecessary steps and more work. The reports themselves are easy to create and use but just not up to par as some of the other tools out there.
What problems is the product solving and how is that benefiting you?
We have a very, very large database of contacts and needed a good way to store and track data. Salesforce solved this right away. It is good for small, medium, and large companies. One of the main benefits is an all in one platofrm. Anything you need to do you will be able to with Salesforce and can even enable single sign on so you can log in once and have all of these features at your finger tips.
Recommendations to others considering the product:
Salesforce is very easy to use and offers training. The report building function requires no further coding knowledge of any sort. It also allows you to track multiple interactions within a record, such as emails opened or text messages revieved. If you are coming from using a less capable CRM or none at all you will be pleasantly surprised on how well Salecroce works for you.
Great tool for managing customer relationships and tracking customer tickets
What do you like best about the product?
Sales force gives varierty of features which helps manage customer relationship effectively. Its easy to track of lot of items at once place in optimized manner.
We get a great way to communicate with customers and also get dashboard created to get bigger picture of things.
Things would have been whole lot complicated if we try to do same things over the spreadsheets or other tool. SalesForce user interface is easy to work with, it takes some time to getting used to it though. We are able to maintain important account informations for customers at once place.
We are able to control the access to employees and customers.
It is also easy to make adjustments to fields as per our business needs and modify the workflow of tickets or requests. we also use it to track various issues reported by customers.
other useful features are file attachments and tagging users which trigger email notifications.
We get a great way to communicate with customers and also get dashboard created to get bigger picture of things.
Things would have been whole lot complicated if we try to do same things over the spreadsheets or other tool. SalesForce user interface is easy to work with, it takes some time to getting used to it though. We are able to maintain important account informations for customers at once place.
We are able to control the access to employees and customers.
It is also easy to make adjustments to fields as per our business needs and modify the workflow of tickets or requests. we also use it to track various issues reported by customers.
other useful features are file attachments and tagging users which trigger email notifications.
What do you dislike about the product?
There is nothing much to dislike about SalesForce. Minor things I can think of is learning curve for initial days of use.
User interface and search functionality can be improved a bit.
Also, it took me little while to figure out timezone settings so that I see the dates as per my local timezone.
We have started doing some intial trainings for users to overcomes some of these learning curve and it has helped new team members gets used to the tool and our processes.
User interface and search functionality can be improved a bit.
Also, it took me little while to figure out timezone settings so that I see the dates as per my local timezone.
We have started doing some intial trainings for users to overcomes some of these learning curve and it has helped new team members gets used to the tool and our processes.
What problems is the product solving and how is that benefiting you?
With help of Salesforce CRM we are able to solve customer communication issues. It is easy to work with and email notification also helps all the parties where they don't need to login to tool everytime. Tagging someone sends out the email which makes it easy to access information and one click link on email takes the user to the detailed information
We have also integrated the Salesforce with Service now so that any issue reported by customer in Salesforce automatically gets logged in service now as well. this is both way integration.
We have also integrated the Salesforce with Service now so that any issue reported by customer in Salesforce automatically gets logged in service now as well. this is both way integration.
Recommendations to others considering the product:
SalesForce CRM is an excellent tool for customer relationships and communications.
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