Salesforce Sales Cloud
Salesforce, Inc.External reviews
10,029 reviews
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The CRM all others try to be
What do you like best about the product?
The vast functionality of Salesforce. Salesforce is not just a CRM but it's a development platform as well. Having the ability to design and develop custom solutions within the framework of SF really separates SF from all others.
What do you dislike about the product?
Using Salesforce right out of the gate. You will need to do some level of customization of the platform for your company. This requires having someone in your corner that, at the minimum, can perform some basic SF admin and customization. And...this doesn't come cheap. I've recommended even for some smaller organizations have someone internally that can do most all of your SF admin. If not, it will become too expensive to use a 3rd party to do this. Only use an outside 3rd party for more complex development and customization.
What problems is the product solving and how is that benefiting you?
Not only can I keep track of ALL my business interactions, but SF is a core piece of software we have built our solution around. If I didn't have SF then it would cost me more to accomplish the same tasks with different pieces of software.
It's the standard but the interface reminds me of something IBM programmed a decade ago.
What do you like best about the product?
I need to use it for work so, no alternative, but nevertheless, the best feature is that most of the info I need is on one page that I can search on.
What do you dislike about the product?
The benefit is that all the info is on one page, but with my company there is so much information that it can be overload at times. I just wish the interface was better. Having to switch between classic and lightning also is frustrating.
What problems is the product solving and how is that benefiting you?
I am in sales and having the ability to capture leads, turn them into contacts, and then convert them into opportunities is critical. Having everything on an opportunity in a single pane of glass is what makes this system win.
Recommendations to others considering the product:
This is the industry standard and I think it does what it says it needs to do and what I need it for for my role. I just wish it would modernize faster.
Salesforce CRM Review
What do you like best about the product?
There are so many options to customize on Salesforce CRM. At my company, we have a Business Solutions team solely dedicated to assisting and educating users in the platform. Along with the knowledge base from Salesforce, I feel that all of my questions are answered quickly and I can really use the CRM to do exactly what I want.
What do you dislike about the product?
Sometimes I get overwhelmed with the CRM because there is so much that you can do, but like I mentioned above, it's never a real issue because our Business Solutions team and the SF knowledge base always help me when I have questions so I wouldn't even consider it a problem.
What problems is the product solving and how is that benefiting you?
Internal organization, improved communication and employee interaction, more efficiency.
Recommendations to others considering the product:
Utilize the knowledge base and Salesforce experts if you have questions. Make sure you know everything you can actually do inside the platform because you could be surprised at how much more you can do than you realize.
Best in class CRM Tool for a reason
What do you like best about the product?
The interface is incredibly intuitive and easy to navigate. The depth at which reps are able to view accounts/ contacts/ reports/ forecasts makes the day-to-day responsibilities of a salesperson so much easier and more efficient.
What do you dislike about the product?
I have been a Salesforce Classic user for almost 6 years now and still prefer that experience to Lightening. I feel Lightening is a little more clunky and not as intuitive.
What problems is the product solving and how is that benefiting you?
With SFDC, we are able to effectively manage customer and prospect relationships to help with retention and drive more sales. Have a clean and efficient way to manage deals and sales forecasts allows our company to have a better grasp on revenue achievement and goals.
Recommendations to others considering the product:
There is a reason SalesForce is the leader in the CRM market - they far and away have the best product and is well worth the investment.
Lots of functionality, but not very intuitive.
What do you like best about the product?
The best part about salesforce is the customization abilities, and we can customize according to our sales process, business needs, involvement of different teams, and whatnot. It is highly flexible in that sense, although the setup is a little tricky and can take quite a bit of time. It supports integrations with almost every major software out there.
What do you dislike about the product?
It is complicated, but that is the downside to having a host of abilities; things become slightly complex and challenging to build and integrate. Nothing that cannot be solved with a bit of extra time and effort, and reading a lot of support documents.
What problems is the product solving and how is that benefiting you?
We used Salesforce to streamline our sales process, customer onboarding, and implementation. Everyone from sales, presales engineering, customer success and GMs, actively use Salesforce at Joveo. It is also integrated with Pandadoc to show contract documents, email marketing tools to log all marketing activities, internet calling tools to log calls automatically.
Recommendations to others considering the product:
Please consider all your integration requirements, sales flow streamlining process before moving ahead with Salesforce.
BEST CRM ever worked on till date!
What do you like best about the product?
Everything! I have been using Salesforce CRM for the past 6-7 years and trust me, the experience has been wonderful! Not even a single complaint.
I have worked as a consultant, customer success manager, and account manager, this is a tool that always comes in handy to understand your accounts in a seamless manner.
I am honestly a fan of salesforce's classic version, very user-friendly. Very easy to navigate through different sections like opportunities, contacts, etc. It's very ease to set up the integration with other software like front, wingman, conga documentation, salesloft, etc.
Absoltue bliss for sales people.
I have worked as a consultant, customer success manager, and account manager, this is a tool that always comes in handy to understand your accounts in a seamless manner.
I am honestly a fan of salesforce's classic version, very user-friendly. Very easy to navigate through different sections like opportunities, contacts, etc. It's very ease to set up the integration with other software like front, wingman, conga documentation, salesloft, etc.
Absoltue bliss for sales people.
What do you dislike about the product?
I dont dislike anything in particular. Although I am not a fan of salesforce lightning, maybe because I haven't used it much, however, it's a lil difficult to navigate things in lightning compared to classic.
What problems is the product solving and how is that benefiting you?
Easy to work on the sales opportunities and keep a track of them through alerts
Very nice integration with front email, helps keep all the activity history at one place
Calls through wingman are automatically posted/ added to salesforce to keep a track
Very easy to send contracts to your client and view their information at one go
Very nice integration with front email, helps keep all the activity history at one place
Calls through wingman are automatically posted/ added to salesforce to keep a track
Very easy to send contracts to your client and view their information at one go
Salesforce over your previous platform
What do you like best about the product?
Salesforce integrates with several other applications we use here at PandaDoc: Slack, SalesLoft, LinkedIn, etc. These integrations make our processes that much easier regarding our sales cycle.
What do you dislike about the product?
My sole complaint when it comes to Salesforce would be how it logs me out so darn quickly. I'm required to log in almost every time at the start of every workday, but this is no doubt for security, so it's understandable.
What problems is the product solving and how is that benefiting you?
Salesforce has been a massive upgrade from my last company's CRM. Lightning seems intimidating at first due to all the bells and whistles, but it becomes second nature once you've been around the block once or twice. Salesforce is easy to read, and it allows sales teams to stay connected.
Recommendations to others considering the product:
Don't change too much!
Salesforce CRM- Solid Performer
What do you like best about the product?
Salesforce CRM is a reliable service for managing customers. There are many features and functions to use. In addition, The integration with other services only adds to the usefulness of this platform.
What do you dislike about the product?
It can be challenging to manage when the data is not clean. It is essential to have a consistent data entry process and standards. Also, importing data into Salesforce can be very daunting.
What problems is the product solving and how is that benefiting you?
Salesforce helps us manage the complete sales cycle for both prospects and customers. We can track pipeline and revenue forecasts and customer organizations and key decision-makers.
Recommendations to others considering the product:
Salesforce CRM is excellent for managing all aspects of the prospect-to-customer sales cycle.
Salesforce - too expensive, too cumbersome and overly complicated for SMB's
What do you like best about the product?
One good thing about Salesforce is its' interface and automation. That being said, Hubspot's interface is way better and costs a lot less money.
What do you dislike about the product?
Lack of support and lack of integration with Shopify. If you need help with anything, you can forget to try to get help from support. This is where Salesforce has proven to only be good for Enterprise environments. If you have a SMB, you don't want to have hire a full-time Salesforce resource, but because they charge so much for the support, you may as well hire a full-time person.
What problems is the product solving and how is that benefiting you?
Lack of integration. Lack of support. The only benefits we got out of it were the macros, but you get that in every CRM. The menus are so complex, that there are way too many fields to navigate for a SMB.
Salesforce Review
What do you like best about the product?
User friendly and integrates with just about anything. I love the dashboards so you can see the companies metrics and your personal metrics. I lovke how you can create the dashboards with different metrics of your choosing.
What do you dislike about the product?
Sometimes there are glitches, but that is with any program. I haven't experienced anything that didn't work, that wasn't a simple fix. Salesforce is quick to assist with any issues.
What problems is the product solving and how is that benefiting you?
Being able to update prospect's contact pages, phone numbers, emails, etc.. It makes it easy to update when it integrates with your dialer. I also love the dashboards, so you see where you're at with metrics.
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