Salesforce

Lightning Platform


4 / 5
126 reviews

Who Uses This Software?

With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Our customers benefit from a shared main framework, while maintaining privacy.


Average Ratings

126 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Salesforce
  • www.salesforce.com/products/platform/overview/
  • United States

About Lightning Platform

Salesforce Lightning Platform lets you build enterprise apps quickly that help you connect employees, engage customers, track performance, and integrate everything. Lightning Platform is a single, unified ecosystem of tools and services including Force, Heroku Enterprise, and Lightning that adds up to the fastest, easiest way to take the lead in the app revolution. Even build Android apps and iOS apps.


Lightning Platform Features

  • Access Controls/Permissions
  • Code Refactoring
  • Code-free Development
  • Collaboration Tools
  • Compatibility Testing
  • Data Modeling
  • Debugging
  • Deployment Management
  • Mobile Development
  • Reporting/Analytics
  • Software Development
  • Source Control
  • Web App Development

Lightning Platform Reviews Recently Reviewed!


Great Product, Questionable Updates and Prioritization of Features

Feb 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Ohana. Get used to it.

Pros: "Accidental Admin" is a concept that Salesforce uses to emphasize how anyone can pick up and learn to configure Salesforce as an admin. The configuration style (clicks, not code) leads to a low skill floor needed to start using Salesforce. Advanced users, developers, etc. have the flexibility to customize the system to a high degree as well.

Cons: The neglect. Salesforce regularly neglects key pieces of core CRM functionality, some for more than 10 years, while either ignoring the cries for help by its userbase, or promising to fix it - only to let 10 years go by with no update. Just browse around on the success.salesforce.com Idea Exchange and you'll see what I mean. I get that Salesforce puts emphasis on the fact that the system is highly configurable by a dedicated developer, but when key features and functionality are either half-implemented or abandoned altogether in favor of more money-making initiatives (like their half-baked AI platform), it gets to be extremely concerning and offputting. Sometimes they combine the two and continue to sell a half-baked product, which has already been abandoned and they KNOW it. Want an example? Try to find any documentation on Salesforce Inbox. At my company, we have been fighting with Salesforce support for MONTHS trying to get any semblance of an answer about how we can use Inbox or where we can find documentation, or if we can even pay a professional services team to help us. Finally after months, they have made it clear that Salesforce Inbox is abandonware. Yet they are still promoting and selling it. That is shady and corrupt.

Salesforce Review by a Sys Admin and Developer

Dec 07, 2017
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I enjoy working on the platform because you can really make it do what you want it to do with the right plug-in apps or with a decent developer on staff who can add customizations with the back-end functionality to go along with them. Salesforce is continually evolving, and new releases come out three times per year with new and improved features. Salesforce can be used for nearly any business model or business workflow. Just remember that when all is said and done, it is not a cheap solution for getting rid of that old, relational database legacy CRM system. You will ultimately end up paying for more than just licensing fees for your Salesforce users.

Pros: The best thing about the force.com platform is that it's flexible. It comes with a set of standard objects such as Accounts, Contacts, Cases, Contracts, Orders, and many others. It is very easy to add new objects that can be tailored for your business use case. Originally designed mainly as a Sales tool, Salesforce now has a Service Cloud, Marketing Cloud, Analytics, and other modules that can be added on easily to provide a full enterprise infrastructure. Adding automation to user tasks via workflow rules and process builder can be done without coding. Adding triggers via Apex Code is also fairly easy for developers, since Apex is an easy language to learn.

Cons: Out of the box, Salesforce is not a very efficient tool. To prevent users from having to manually enter every piece of data to sync up objects, customization of some sort is really required. Some types of data syncing or data entry can be done with declarative tools such as workflow rules or process builder. Other things that require more complicated logic do require trigger code written by someone who understands development. The platform comes with built-in limitations on file storage, data storage, number of fields you can have on an object, number of lines of custom code you can add to the platform, and quite a few others. Platform limits of certain types can be increased, but you will definitely pay for the privilege. If you want more automated or customized functionality and don't have a developer on staff, you will have to relay on plug-in products from the Salesforce App Exchange to provide the functionality you are looking for. While some of these products are free, many of them aren't and have licensing fees per user. The cost of paying for Salesforce licenses along with licenses for one or more plug-in apps can get quite spendy.

Capterra loader

Flexible development platform on the cloud

May 16, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Force.com platform (Lightning) is very powerful development platform on the browser. It can be used to build applications for any industry. The pricing is on per user per month basis.

Many tools like Validation rules, Workflows, process builder are available for business users. These tools allow business users to build apps on the platform with fairly complex logic. For additional functionality, developers are needed. Developers can build more advanced features using Apex, Visualforce and Lightning Communities.

Trailhead and developer account are free resources available to build expertise on the product.

Excellent community of customers/partners is available to support queries.

Cons: Like any complex software there is a steep learning curve. Hiring developers in the US on the platform can be expensive. The license pricing may also be expensive for small businesses.

Overall: The Product is very powerful. It provides flexibility to build almost any kind of applications. Business users can build useful apps without taking help from developers. Extensive set of resources are available to build expertise on the platform. Also customers/partners are always available to answer to queries.

Good But Could Be Better

Oct 31, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: The search feature is good, it pulls everything associated with what you are looking for.

Cons: Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not.

Certain aspects of the program convert back to the original Salesforce Classic look

Overall: This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc.

Excellent Platform, Robust, but Complex

Nov 07, 2017
5/5
Overall

2 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: There's a saying that "nobody ever got fired for picking Salesforce" for a reason. It's an excellent, safe choice.

Pros: Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable.

Cons: It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house.

Lightning Experience is the gift that keeps on giving

Dec 14, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We previously used Microsoft CRM and recently implemented Salesforce Lightning Experience. The features and support community we have found within Salesforce have been incredible and continually impressive. CRM was able to get us through the early stages of our business, but Salesforce Lightning Experience will make the difference across each of our growing teams as we continue in the growth phase of our organization. I love that any question I have about Salesforce has likely already been asked and answered by either a Salesforce expert, or a member of the Salesforce user community.

Cons: With the vastness of customizable features within the application, it can be a confusing transition to Salesforce. There is a large amount of information and training materials that are made available online, but that isn't always enough.

Overall: Salesforce Lightning Experience is replacing Microsoft CRM for our organization and in the short time we have had it has already given us a much better user experience with improved data and data flow.

Salesforce is the right tool for most organizations that are sales and marketing driven

Mar 08, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Salesforce is a great platform for those who have time and resources to make it work.

Pros: Customization and a broad feature set make Salesforce a real asset for our business. We have been able to integrate many other essential products, write custom code, build workflows, customize fields and objects and do pretty much everything that we have wanted to do.

Cons: The main con of Salesforce is that, for a company with "sales" in the name, they do very little to help you with actual sales practices out of the box. They don't have great sales funnel, marketing or other templates. Of course, all of this is definitely possible, but it requires previous experience and iteration upon iteration to get it right.

Excellent system for a wide range of functions, but pricey

Jun 07, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe.

Cons: The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful!

Overall: Ability to handle the sales process, marketing, and support of complex products. We also created a knowledge base which allows agents access to the most up to date details on the products.

Outstanding cloud-based platform for Custom application development and prepackaged CRM functionality for all types of business needs

May 03, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: No hardware purchase cost and no hardware maintenance cost, big plus Very easy to use and learn for business user and developers Pre-packaged components and widgets speedup the development effort and timelines. Minimal coding for application development Effective cloud platform for small and large enterprise End to end life-cycle management from website(site.com) to data management Very good documentation for user and developers. Awesome effort from Salesforce team by conducting webinar on new features and components

Cons: Nothing to complain as Salesforce improved lot with the new releases, however search results are still clumsy.

Capterra loader

Great platform for managing your business and a fantastic UI upgrade from Classic

Jan 22, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: A lot more user friendly and a much better UI than Salesforce Classic. It came out with a lot less features than classic, but in the past few months and years they have dedicated a lot of resources to improving Lightning to not only compare to Classic, but I think it now has even more features.

Cons: There is a learning curve to getting Lightning up and running. I would definitely recommend spending some time in the SF trailheads to get the ins and outs of Lightning before you switch from classic or sign up to start.

Overall: Lightning is definitely the future of Salesforce and the vast majority of their new features and resources seem to be going towards Lightning. If you have not yet made the switch from Classic to Lightning, I would recommend doing it soon. And if you are getting into Salesforce for the first time, start with Lightning so you don't have to switch later.

Powerful Once You Learn How to Use It (But Expensive)

Feb 02, 2018
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Salesforce is the backbone of our company. It is tied into everything and used by every team. It is incredibly customizable and it seems they have a way to do almost anything you need. We use it for Sales, Support, Marketing, and product feature usage. We have it hooked into other apps and other saas products. This is the product that will scale with your business and can support a company at any stage of growth. There are a ton of integrations out of the box (on their salesforce exchange) and their APIs allow savvy developers to build custom integrations that aren't available.

Cons: When the company initially implemented it, they tried to "wing it" and it was a complete mess. You really need someone who knows what they are doing to setup, administer, and maintain the software. It is also expensive. We got grandfathered into some great pricing, but if we weren't, we're not sure we would be able to continue to use SFDC as we grow. SFDC also loves to gobble up other apps and brand them with the SFDC name. So they have become a jack of all trades - however, some of the things you can't do are surprising (just go check out their community page for all of the list of enhancements that haven't been implemented). For example, we use cases for our help desk, but there is a lot of functionality missing compared to a best in breed help desk software like ZenDesk. Support is terrible here by the way. They really push you toward self-service or community based service. You're lucky if you ever get a response.

For nonprofits - powerful, but complicated

Nov 14, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Even though it is free for nonprofits, you should expect in start-up costs, realistically. Take advantage of the free apps and extensions, as well as the robust support network, but be aware that you will have to learn the language and back end of salesforce to truly customize it. For that, it might be best to use a developer to start.

Pros: Salesforce is a very powerful CRM system that can handle almost anything and with hundreds of apps to add functionality, you can find pre-built solutions to most business processes. For nonprofits, the nonprofit success pack is a great starter kit and you can't beat the price - free for up to 10 users.

Cons: Because of the plethora of features, it can be hard to navigate and figure things out without help. I wouldn't recommend someone not comfortable with technology and CRMs to think they can set it up themselves with no assistance.

Salesforce requires investment

Mar 13, 2018
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: I'm a big fan of Salesforce and have used it for about 6 years in a variety of roles. If you are willing to make the investments in customization it can be a business expansion tool.

Pros: Salesforce is enormously powerful and flexible, able to adapt to most any businesses type or stage.

Cons: You must have a Salesforce Certified developer to get the most out of the platform - that means code development, testing and documentation. This skill set comes at a price and up for enterprise level development resources. We built a customized version of Opportunities with a developer. Leadership was not well equipped to understand this approach (versus a subscription app).

Powerful product if you know how to use it.

Apr 27, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall the system is great, and helps us a lot with productivity and sales. But you'll need to know their language and structure for setting up anything customized to your organization, and you should hope you don't need help from their support team, as the team is generally useless. We've had billing issues last 6+ months, dealt with customer service reps who knew less than we did, and had our account manager change every 2 months or so because the turnover is so high.

Pros: Lots of features, easy to use once it is set up, plenty of options for add-ons and integrations with other systems

Cons: Additional features can be pricey, customer service is terrible, they'll charge you for everything additional

Probably the World's Most Powerful Sales CRM

Feb 21, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Probably best as a long-term solutions for already-big companies or companies that plan on growing.

Pros: It's hard to think of what Salesforce can't do. I honestly can do, or can be made to do, virtually anything you can think of to enable a sales department. I see a future where there is only Salesforce in its vertical.

Cons: Because of its robust functionality, there can be quite a learning curve for inexperienced admins. The average user, though, won't have a problem. But even as an admin, learning its bells and whistles just takes a little time and is completely worth it.

Capterra loader

Lightning Platform for Software Developers

Sep 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Lots of resources to help you get started with this platform. All of the prebuilt components are documented well in the Salesforce documentation, and it is extremely easy to get started with developing. Trailhead is extremely helpful in introducing the concepts that are important to developing for the Lightning Platform, so it is not hard to know where to go next in your learning journey. The other benefit is that it is extremely popular and there is a lack of qualified developers, so the barrier to entry through learning about the Lightning Platform is lower than it is with other technologies.

Cons: There is a relatively steep learning curve because it is VERY opinionated. In addition to learning the Lightning framework, there are many other pieces that you will be required to learn. Apex and SLDS are two examples of that. You won't be proficient in Lightning Platform development unless you have all of the pieces.

Overall: I have found this software to be fun to work with. It takes a different approach than anything else that I've worked with previously, so it keeps you engaged and entertained. I would highly recommend learning this software to other developers wanting to work with enterprise customers.

I love the sales force platform it makes my job easy in managing our volunteers.

Feb 01, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: I like the ability to be able to track our volunteer hours from the day they started. Its awesome because volunteers can reach out to us and retrieve that information. The most amazing thing I like about sales force is the ability to run reports through specific filters to allow me to extract the information that I need. I like the fact that I am able to reach out to a customer service rep who is able to walk me step by step of what I need and how to work through salesforce

Lightning is the best way to use Salesforce in the cloud

Sep 06, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Having always loved the functionality of Salesforce but not enjoying the readability of Salesforce, Lightning breathed some new life into the product. Lightning brings your reps closer to having that amazing sales experience and improving quality. It makes it so easy to understand where your assets are located and how best to interact with them. Salesforce has always had a strong hold on the marketplace in terms of functionality, and now they are finally taking over in terms of flexibility.

Cons: Like Salesforce Classic, Lightning is still built on the same platform that can at times be confusing and complex to setup.

Useful system for organzing and keeping track of your pipeline

Nov 01, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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Pros: it's a good way to keep track of your prospects and make sure no leads are falling through the cracks because you're able to set tasks/follow ups for each lead.

Cons: I feel like there's a lot of additional features that I don't know how to utilize and think it can be more user friendly. I've never gotten the hang out generating reports. I usually end of ending an error message or I end up generating a list that is lacking specific content that I wanted.

almost perfect CRM

Oct 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Salesforce is a great CRM. You are able to track the full sales cycle, from leads to wins to dispatching of produce or service. You can customize the fields your company needs, and remove the ones you don't need.

Cons: If you are new to CRM, you can easily get overwhelmed with all the options. With saying that, if Salesforce is your first CRM and you try others, you will find most, if not all, fall short.

Capterra loader

Salesforce Platform is Extensible, Reliable, and Efficient

Oct 13, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of standing up well functioning apps is phenomenal. I can spin something up with a decent amount of features in no time.

Cons: Hard to say. When I was a newbie, I did not like all of the different governor limits around everything. As I became more experienced, I grew to understand and actually (gasp) like them! It is a bad thing if the page queries the Database 101 times in a loop!

Overall: Very quick application development

Salesforce helps our systems talk to each other

Mar 12, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Salesforce makes our jobs easier. The training is like a video game which makes it more interesting to learn.

Pros: The platform allows our systems to talk to each other and integrate information. This creates more meaning metrics and allows us to run reports with combined data from different systems.

Cons: We would like the ability to change the color of the graphs, so that we can have consistency across our reports, but there is a limitation and the colors often change and we can't alter the colors. There is also a file size limitation, so we are not able to upload certain files for sharing.

Generally good functionality

Sep 10, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Once you are used to the Salesforce platform it is easy to navigate around and switch between screens.

Easy to set up custom objects and fields where required to enhance standard functionality.

Cons: Reporting is terrible. Data can be accessed but the output formats when manually running and scheduling reports is non-workable.

Restrictions in the ability to add products form multiple pricebooks to one order.

Salesforce.com from an account executive & sales manager positions

Mar 26, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: AE - Easy funnel management updates in bulk, ability to add notes, tasks, and events and sync to Outlook, Manager - Granular & pre-built reports to manage KPI's of team and funnel health. Ease of sending out team updates & sharing files

Cons: Report building can be difficult due to all the fields and options Tasks were not synced to Outlook tasks - want more integration with Outlook

Best CRM for Sales, hands down!

Jan 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: User-friendly, fast, can easily find history of notes/activities all together, no need to open and close various entrees. Good reporting options. Believe has decent area/piece for Finance too but not 100% sure on that.

Cons: Expensive but if you're serious about a stable, strong CRM program, it's worth it! I've used 3 others (MS-Dynamics, SAP, NetSuite), Salesforce, handsdown the best!

Very Robust - Almost to a Fault

Feb 08, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Salesforce does pretty much anything you need it to do and is very robust. There is a lot of room for customization and integrating many different areas of your business.

Cons: Salesforce is almost too busy. There are so many options and so much going on it's almost too difficult to pare it down to the basics. Sometimes users want fewer options and more standardization with an easy GUI.

Big name, but not a lot of support when needed.

Jan 11, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: Look at other options before shelling out thousands for this.

Pros: Dashboard and reporting were amazing for me to manage my team. I loved being able to see where projects were in relation to each step.

Cons: Hard to utilize at times. The back and forth conversations (we used the chatter feature once that was released) were terrible, notifications weren't working, and support couldn't do anything to help.

Capterra loader

Salesforce can replace all your other software

Feb 13, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the fact that Salesforce can be whatever you need/want it to be. Without knowing any code you can build a system that will take the place of all your other business process software.

Cons: some of the UI look/feel is still a bit "old" looking, even since lightning was released. I also don't like that you have to switch back to the "classic" view to accomplish certain tasks but i'm sure that will change.

Overall: the ability to manage our sales and service from one platform without errors in data as account info is entered ONCE and then referenced instead of copied.

Used this product as a salesman for a concrete company.

Jan 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: I used this product for 3 years.

Pros: I liked the opening interface that was easy to understand with graphs and charts. The ease of adding information such as phone calls or meetings was very quick and easy to understand.

Cons: Not enough features to be considered a true cloud based sales management product. I believe there could be more tracking and helpful tips to use the product.

Great for Aggregating Users

Feb 01, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Comments: Overall I would highly recommend.

Pros: I use this software at my company to manage international resellers and it's great with aggregating their information so only users in certain territories can see their mutually shared content.

Cons: Reporting features are rather limited and difficult to navigate. I also find we use a third party emailing tool for easy access.

Easy to Use

Jan 23, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Easy to configure and enter data. I love the reporting abilities and at a glance dashboards for easy live time review.

Cons: I wish the hierarchy set up for affiliate relationships was a bit more user friendly. Partner relationship can be complicated and sometimes with multiple partner contracts it makes it difficult to report and associated opportunities.

Feature Rich with Clunky, Dated Interface

Sep 12, 2016
3/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Comments: I've been using SalesForce for 5+ years now and while feature full, it's confusing to navigate with far more clicks than necessary. The interface has not changed at all in all the years I've been using it which makes me feel like they really just don't care to make the system better.

Pros: You can add your own custom fields and organize them how you want.

Cons: Difficult to find the proper path from lead to opportunity to account. Contacts can be saved on accounts, but aren't automatically applied to opportunities forcing me several clicks to simply add a new person first to the account and then back to the opportunity to see the contact. Changes to your payment plan to reduce accounts are very difficult forcing you to request changes 3 months in advance for them to take effect. However, they have no problem increasing the plan same-day when we need to add new accounts.

Recommendations to other buyers: If you can find a web based software that gives you access to customize your needed fields and create your own custom report, I would recommend choosing another company. I've also heard that SalesForceIQ may be a better alternative. I feel stuck using them since we've compiled our data there for 5 years running, but if I were starting fresh today, I don't think I would ever choose them again.

Salesforce platform review

Oct 17, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: I think it would be a great solution if they work in the user interface

Pros: The solution is very complete in the management and control tools. Delivering detailed information for decision making

Cons: 147/5000 the solution for the selling user is very complex in its use and does not motivate the sales force to use it as a facilitator for their activities

Favorite CRM Period!

Oct 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Salesforce has been our favorite CRM for so many reasons over the years. It's been absolutely critical to building a strong foundation in our organization with building our customer relationships. Hands down this is the best!

Cons: I had a bit of issues initially getting set up. At the same time it felt like the sales rep was unable to help with technical issues, and their support line was limited. Still, this was just a small hiccup as we launched forward with speed right after!

Lighting is salesforce next level

Apr 23, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Great user interface. Makes moving things along much more easier. Looks visually better than the classic version.

Cons: Reports cannot be viewed in detail in lightning you still need to switch to classic. many function that were available in classic are no longer there in lightning. Not admin friendly.

Overall: sales crm

First introduction to Campaigns

Apr 30, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Marketing includes simple campaign management capabilities such as account segmentation, target list generation, lead source tracking and packaged reports. This was my first introduction to campaigns and it was a comfortable transition from our old software. Again, I used it in a past position not currently.

Cons: The software comes with a high price tag that is not suitable to a company our size but I would definitely try it again once we grow.

Capterra loader

Great CRM if you know how to use it

Oct 22, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Salesforce is the go-to CRM and market leader for a reason: solid lead and pipeline management. I like the integration with outlook and the depth of reporting features.

Cons: It takes some time to learn how to use it. Also the settings around standard lead fields and different lead views are confusing to me.

Overall: As a CRM salesforce allows us to track our pipeline and report it to management and the board. For me personally, as I work in marketing it allows me to see leads that we captured through our forms and where these leads come from. From there inbound leads can be assigned to sales managers.

If you are a small company that does not need too many features etc, one of the smaller vendors in the marketplace is recommendable too.

Great Tool

Apr 25, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Has all the features that are needed. The tool can be easily customized as per your internal workflows and processes.

Cons: Difficult to export large reports and data sets. Dashboards and analytics can be improved by increasing the number of different ways the data can be combined and analysed.

Salesforce can be a robust CRM and Sales management tool

Apr 26, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Comments: This is a great platform for managing a dispersed sales team. If you have the resources and funding available this can be a valuable tool to help drive sales in your organization.

Pros: There is no software to buy. You get the Salesforce platform and all of their continual updates. You can also extensively customize your site to meet your specific business needs. Since the platform is in the cloud everything stays in sync. There are many 3rd party solutions you can tie into.

Cons: The monthly subscription fees need to be considered for the amount of users you have. You will likely need to have a developer in your business or hire out a contractor to build your site. Depending on complexity this can get expensive.

Fantastic Multi-faceted Platform

Dec 04, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very easy to create and build in. Great user interface and easy to re-format when working on different pieces of a report/ data set.

Cons: I have had no issues with the platform thus far.

Overall: Fantastic overall experience. Has changed how we collect and approve documents. Easy to aggregate data and sort tasks.

Salesforce Lightning

Oct 17, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's a really great tool for mobile users. Salesforce Classic isn't as user friendly. I work on a sales team and we depend on Salesforce Lightning.

Cons: Not all fields are always functional on my mobile but this may be a problem within our company and how we have SF configured.

Really powerful if you know how to use it

Apr 10, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: The platform is capable of a lot. It's also very customizable - you can really configure it to work for your organizations unique needs.

Cons: It sacrifices user-friendliness in favor of customizability. Which is mostly a good thing, but it is really cumbersome. And it just looks bad.

Love salesforce and the ability to integrate it with other software platforms

Feb 27, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: - Ease of use - Direct integrations with almost any software you can think of - Easy to build connector to ERP - Xactly add on for commissions

Cons: -Glitchy - we experience various errors and failures almost daily. Generally corrects within minutes when you hit resubmit.

SalesForce Lightning

Sep 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: It's a great database for all current and potential members. Great for organizing new leads and upgrade leads with current members.

Cons: There can be a slight learning curve, but once you get past that SalesForce Lightning is pretty user friendly.

Very dependable and easy to pull information for prospecting

Nov 12, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Salesforce is a great software for tracking prospects and current accounts. Loved the ability to schedule evens

Cons: Nothing negative to say about Salesforce. it was a tremendous tool for me and my colleagues for over 7 years.

I like the new look, but I am missing features.

May 30, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I mostly like new look. There are a few new ways to organize they way components sit on the page that bring the more important things to the eye of the user in a more efficient way.

Cons: I least like that there are features that seem pretty usable still are not brought over before launch. It felt, although explained that there would be waves of new functionality, like it was rushed and launched before really ready.

Overall: You get the continual improvement from Salesforce. All the new releases have new features for Lightning. No new development is coming out for Classic.

SalesForce: A Force to be Reckoned With

Feb 09, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Overall, I am pretty happy with SalesForce as a platform.

Pros: I like that this is the easiest CRM solution that I have worked with in my career. The pipeline is easy to follow, you can create your own tabs for organization, and it helps us all stay on the same page.

Cons: Training and support is a bit lax and could use a better forum/chat/phone line to be able to access when questions do arise.

Robust product lots of potential

Nov 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Interface and speed of load coupled with a robust platform of suites and libraries that can be integrated

Cons: business value of implementing in smaller business environments where a enterprise level suite may be unnecessary

Very user friendly

Jan 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: The ease of training new staff to utilized the software. I also value excellent customer support staff.

Cons: Constant updates and numerous notifications that continuously happen quite often. Besides that, no other con.

Capterra loader

Great Platform to build out any CRM

Jan 16, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Love the flexibility and customization. Can easily integrate with all of our other softwares.

Cons: Can get pricey for a small business. UI is not the best yet but you can customize to make it better.

Capterra loader

Lightning Platform has revolutionized our small non profit

Oct 03, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love that Salesforce can seem to handle all of communication needs. It generates an endless amounts of reports and has enabled us to take our small non profit to the next level with donations, donor communication, and membership.

Cons: Salesforce is difficult to learn without a personal coach. I read a lot and watched youtube videos but I am pretty sure I am still not accessing all that it has to offer.

Overall: We are so grateful for Lightning Platform. It was the perfect remedy to help us build a stronger community.

Took me a while to get the hang of it

Dec 07, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: If you're a marketer, you might find Salesforce to be un-intuitive.

Pros: - ability to organize, organize, organize - classic reports are really easy to filter and use - sorting by folders is really handy

Cons: - salesforce lightning view is a nightmare for reporting - it would be nice to have the ability to manually add lead source information after a lead is entered

Limitless uses, streamlines productivity

Dec 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: -Easy to Use -Immense Customization -Ability to be used across all functions of the business -Increase customer satisfaction/retention

Cons: While I have only used a fraction of SFDC, because it is so complicated you need to have someones who really knows the SF product or hire a 3rd party to assist in doing so.

Salesforce is awesome

Nov 09, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Its an easy way to keep track of all your customer data. They make it easy to run reports, create graphs and search the database for specific items.

State of the Art Dashboards & Reporting

Sep 07, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability to create and customize dashboards is much improved in this platform vs. salesforce classic. The features for report creation and the ability to create custom filters for reports is also better than the previous platform. The platform allows you to create interactive, professional looking dashboards for any of the data stored in salesforce . It provides the ability to create executive summary dashboards with the ability to drill down to obtain specific details.

Cons: I prefer the layout for account and user management in the classic version. The layout is a lot different in this platform and takes time to adapt.

Overall: As the salesforce classic platform is going away, we are slowly switching to lightning. We use the platform to manage accounts, user stories and test results, and create reports and dashboards.

It Gets The Job Done

Apr 05, 2018
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It has an incredible range of customizations to improve your workflow. You can perform really narrow-ended searches to pull up leads relevant to you.

Cons: By the same vein mentioned above, the ability to customize so greatly may confuse those not familiar with the software or its full capabilities.

A Marketer administrating a clients Saleforce CRM for Lead Management

Apr 12, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: Great product, can see why there's such a huge following of people that support the system.

Pros: Lot of features, very robust, and has many ways you can customize the platform to fit the needs of a specific business.

Cons: Sometimes its bit difficult to navigate around to where you need to go to resolve an issue. The free content that helps one better understand the platform requires a form fill to then be contacted by a sales person for a product you already own.

Amazing CRM

Apr 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Salesforce has a majority of the details I need to retain on file for my customers in one simple place.

Cons: I don't like that a few of our data portals aren't able to sync with the salesforce platform. I'm sure down the road a lot more portals will be able to sync with the network.

Overall good

Feb 10, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very robust, many integrations, very reliable, and overall very easy to use. You can automate many of the processes.

Cons: Not always intuitive, old UI is very legacy like, need to have a full time SFDC admin on board to really unleash its power.

Salesforce Review

Apr 11, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Easy to use platform, ability to track cases, document storage, central repository, used by many clients

Cons: Not as intuitive for newer user, requires intermediate level of training, Can potentially be expensive to use for non enterprise users

Great for Customer Service

Mar 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: Excellent system for controlling customer service efforts. Great at pulling in customer questions from various sources.

Cons: Customer service for Salesforce is helpful, but website updates and changes can impact our effectiveness.

Nothing really compares. And Lighting is on its way to greatness.

Jan 09, 2019
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Extremely robust. Reporting is pretty easy to learn. The trailhead site is fantastic for learning at your own pace.

Cons: Adoption is hard in an organization. If you are considering getting Salesforce later, rather than now don't wait. If you get it later, it will be multiple times harder to get your team to use it correctly. Get it now and set the bar high for your team(s).

Modern simple to use but very improvable

Nov 20, 2018
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: This application is being implemented in my company recently to record reports and orders of services. It is very easy to use and simple. It has very practical options that help optimize processes in a single click and in some cases automatically.

It has several areas of opportunity

Cons: It has several areas of opportunity. since for very large transnational companies the adaptation of this new aplicaicon is a little difficult, since improvements have to be made little by little. A company not of this magnitude will undoubtedly have an excellent application

Overall: My personal experience has been satisfactory the only thing that the transition has been a bit slow but this can be something internal to my company

Never had a good day using this product

Apr 04, 2018
2/5
Overall

1 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: These products are used far and wide, I know, but I still did not have a good experience with any Salesforce products.

Cons: I am not one to complain much, but I literally never had a good day of using any Salesforce product. Every Salesforce product I have used has been a pain to deal with. As a marketer/communications person, I found each product to be cumbersome and not easy to use at all. I would have a headache every single day trying to figure out where and how the functionality worked. I spent many hours on the phone with customer service and felt like they definitely did not want to help me understand their product.

I love the new platform and the drastic upgrade it is from the OG Salesforce.

Apr 19, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The reports look absolutely amazing! It makes you feel like you are actually working in 2018, and not the 90's!

Cons: If I had to say one thing bad about the lightning platform, it would be that some things don't function exactly the same as the OG layouts, and there are a few nuances about how the page layouts are.

Fairly simple to use, however, some education is necessary to fully enjoy the platform.

Nov 14, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Very robust, capable of much more than we utilize it's capabilities. Along with Conga, it allows for the running of reports, plans, etc. Virtually limitless in how you want to manage things.

Cons: Somewhat clunky at first until you start using it, so it comes down to time in the tool to become more comfortable to expand how we engage the tool's capabilities.

Overall: Nearly unlimited uses for how we manage the information, pull / run reports, display dashboards, and maintain oversight of our multiple plans throughout the globe.

Capterra loader

Easy to use. Critical for business.

Jul 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use. Totally comprehensive in all aspects of our CRM needs. Captures all the info we need, plus houses our quote software.

Cons: A little slow at times, other than that I don't really have any complaints. Pretty simple, really and covers everything.

Overall: Pursuing leads easily.

Great cool for tracking leads and business efforts

Mar 22, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: Salesforce is a very streamlined platform. We use it to track sales leads as well as reporting. The reporting is very robust and it allows multiple users onto one account.

Cons: The reporting has a little bit of a learning curve but besides that the new interface is much better than the old one.

Salesforce Platform Review

Nov 02, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Salesforce as a platform is extremely easy to use. It holds all relevant data in an extremely organized manner, and the data is at your fingertips. I love it!

Cons: I have no cons with the product. Even when there are bugs, it's fixed quickly and efficiently. The only con comes from now having proper training from my company

Challenging

Sep 11, 2018
3/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 3.0/10 Not
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Comments: I'd prefer something smooth and easy to use. Salesforce is the best of all the mediocre tools available. Not saying much.

Pros: There's a ton of information available...it's everywhere. Your company can integrate its system with Salesforce pretty well. It's easy to do and the breadth of information available is excellent.

Cons: It's slow. Difficult to navigate. The user interface definitely needs an upgrade. The same set of information can be found multiple times and you have no idea what's right.

Salesforce

Feb 15, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: This is a good platform to use for sales team members that work remotely or from home. It allows you to view several different sales metrics in an organized format. Our head office is located in Ontario and we had account executives in both Quebec and British Columbia, so we were able keep track of them and make sure they were successfully building their client pipeline.

Cons: It is a little on the pricey side. We are a small start-up so it was at the top end of our budget in the beginning. There are some other crm software that have comparable features for less.

Unless you use Relation Edge- A SF Partner, You Are Going To Have a Rough Time

Nov 14, 2017
2/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Comments: No email from campaigns and this thing is way too expensive for everything I needed. Including email tracking.

Pros: Relation Edge, a partner of Saleforce, helped me greatly at a Saleforce Base Camp back in April, 2017. The girl there was helpful and really knew her stuff. But that's just it, you have to know your stuff or else you are in trouble.

Cons: Waste of time setting anything and everything up-- especially for one user. No email from campaign. This is a huge issue in the SF community.

Great platform and easy to use

Feb 26, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: All relevant information is available on platform. Reduces need to save information in other places.

Cons: The design isn't the best. Its clunky and hard to navigate at times. Information overload at times.

Works for most

Nov 09, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: A great product that most users can learn the basics in. Those without experience can dive right in and fill in CRM info.

Cons: This product is a bit difficult to run reports on. Our users are often stuck on how to develop specific searches.

Salesforce

Jan 08, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The features with Salesforce Lightning are second to none. Best CRM on the market.

Cons: The lightning interface is an adjustment for someone who has used Salesforce classic for years.

Great CRM Platform! Only Minor Grievances

Jan 11, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I love the ability to run reports based on different selections of data and have the reports pull accurate information. All too often, I have had CRM's in the past that would provide inaccurate data despite searching for correct fields. I also really like the ease of use to edit records on the fly. Very convenient

Cons: I don't always like that I have to click through so many tabs in order to get the information that I needed. I wish there were spots to create shortcuts, and maybe there is, but our company does not utilize them...

One of the Best CRM Tools in the Market

Feb 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Comments: N/A

Pros: Salesforce is intuitive, easy to learn and use. As a person working in Marketing/Sales, Salesforce has all the info needed to better target and reach our customer base. The biggest plus is that because it's one of the leading CRM software in the market, it easily integrates with other Marketing/Sales software that we use.

Cons: I'd love to receive a certification on Salesforce by taking some courses. However, they are quite pricey and more geared towards corporate-level training. I wish there could be an accessible/affordable course offered by Salesforce.

Decent Web Based CRM

Apr 19, 2018
3/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Comments: To me it feels like a decent middle of the road option for growing firms that don't want a major outlay in cost to develop a CRM system, but still need to be able to customize their CRM to meet their needs.

Pros: Its not bad for what you get. Allows for a decent amount of customization. You can get it fairly close to setup on how you want to use it. Can access your information from anywhere due to it being in the cloud. Does have a lot of modules that can further customize the interface, but some of them do get rather pricey.

Cons: Is it a subscription based model. so you'll have to look elsewhere if you want a one time up front payment. Interface can be slow to load at times depending on your internet speed. Support is generally ok, but sometimes responses can be 24-48 hours.

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Salesforce At a Not-For Profit

Sep 04, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Salesforce is very stable, we rarely encounter any bugs in day to day use.

Cons: Lots of dead space in some of our screens, lots of white, poor accessibility options.

Big and feature rich

Apr 13, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Salesforce has grown over the years into a mega platform and so it has something for everyone, but you need to really understand your requirements to ensure it's the best fit for your organisation.

Cons: It can be overwhelming if you don't know what you need or want to build. The User experience has improved but I feel is still behind some competitor products.

Easier to use than most

Apr 13, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Pros: This system keeps everything organized. From leads to customer service calls. Its nice having everything all in one tab and organized

Cons: Sometimes updates cause issues but not much I can say that I don't like. I've used it for about 7 yrs now

Robust functionality but expensive and hard to customize

Feb 01, 2018
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Comments: I would love to find a new platform for our firm to use, but the switching costs are painfully high.

Pros: The concept of the product is awesome. Centralized place to store all records. The app platform is great as many newer softwares are able to integrate seamlessly into Salesforce to provide additional functionality. There definitely is a network effect from working on this platform.

Cons: Each company is very different and needs to track specific fields. Salesforce is extremely hard to customize and it is very expensive as well. The reporting features aren't great and you'll probably need to pay for a BI tool to feed the Salesforce data to in order to better understand the things you are tracking.

Why Salesforce Platform is everything you need in a CRM

Mar 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: When you have a platform that continues to develop and innovate year over year to facilitate the needs of a growing company, that's why Salesforce's Platform stands out from the rest.

Cons: One suggestion is always improving on the customer support and transparency around what's going on and how things are being dealt with.

Salesforce

Dec 16, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Fast, user friendly, easy to navigate and train others to use.

Cons: liked the old layout better, i often switch to it.

Behemoth, slow and clunky and not built for speed

Jan 23, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Comments: They don't market to non-profits, so don't use them. They are built for sales, not non-profits.

Pros: Biggest CRM on the market. If you are doing high-volume sales, then sure, they are helpful. Their app is nice.

Cons: Reporting is a nightmare. Moves management is non-existent. COnstantly had to find workarounds to get it to do what I wanted.

Salesforce is a solid if unspectacular program

Dec 21, 2017
3/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Ease of use, plenty of training and very obvious functionality. Additionally there are so many different ways to measure and track successes and/or losses that you'll always know where you are in the sales process and how effective you are at utilizing your processes.

Cons: Very expensive, unfortunately there are many competitors with more cost-effective pricing. Sometimes the website can run slowly because everything is stored remotely on the cloud.

Not Sure Why We Waited to Get on Lightning

Apr 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: The time saved using Lightning has been incredible. Workflows and reduction in hunting for information on customer and activity records has been a huge help. The increase in the ability to customize the UI for Lightning is also a huge plus.

Cons: Some of the reporting functionality still reverts back to the old/classic interface which is disappointing but I'm assuming they are going to upgrade that in a later release.

Best overall CRM software

Feb 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Customization, compatibility with other software and ease of use are the top three reasons for this software.

Cons: Needs professional installment which can get expensive for a first time user. The system comes with a lot of bells and whistles that you might need either.

A strong, easier-to-use upgrade

Nov 21, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 6.0/10 Not
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Pros: Compared to Salesforce Classic, Lightning definitely looks cleaner and feel simpler to use. I mainly use Lightning to view the status and progress of feature requests, and find that the information is laid out clearly and concisely. Lightning isn't the most beautiful UI but I'm able to find what I need.

Cons: After using Salesforce Classic, it's a little hard to get used to Lightning, which doesn't have all of the same functionality. It can be a little annoying to have to switch back to classic to access certain features (like article management, which is either unavailable or very hard to find in Lightning).

Overall: I was not one of the decision makers for this product, so I haven't tried competitors and don't know if any of them work better, but Lightning seems to be comprehensive and functional.

Great for organization but needs better functionality

Nov 21, 2018
3/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: The detailed reports I can run for my leads.

Cons: It's not easy to navigate and is very confusing at times. My company upgraded to the lightening but the classic version is much easier to navigate. This one is very difficult.

Not great with analytics

Jul 19, 2018
3/5
Overall

2 / 5
Ease of Use

1 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: It is an easy to navigate program. Rolling over calls to the next day needs to be a feature. It is fairly easy to use

Cons: pulling reports are hard. I am not sure if that is because of how my company set up the system or not. If I want to send an email campaign blast out it is very confusing and therefore walk away from it

Overall: CRM System keeping clients organized.

Lightning is okay

Sep 19, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Lightning give salesforce an updated log and some additional features. It's nice to look at, and it also seems easier to learn/use effectively.

Cons: While it does look nice, I didn't notice any other substantial changes from another salesforce platform to lightning. Unless you specifically need it for something, I'm not sure if it's worth paying extra.

A well built CRM platform which is easily mangeable

Nov 08, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Ease of use with well-maintained documentation of all the requisite needs.

Built-in report generator with all the possible filter parameters and query functionality.

Cons: The cost of setting up custom tables/ fields are comparatively more and the APIs published by Salesforce can be upgraded to support more filter parameters and functionalities

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Using Salesforce successfully as a front end for our customers to connect with.

Jul 23, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money

Pros: Salesforce Lightning Platform provided a very clean interface to setup for our customers to log into and update and/or submit their information. It was successfully integrated with our legacy systems and even the complicated business rules are handled in a clean way. Once created our employees are also able to login but only complete very basic tasks, for complicated items our legacy system is still used. Overall the process has been smooth.

Cons: The system still has a few bugs, a little over a year after launch, and sometimes goes down, but this maybe due to the connections with legacy systems. There were few items added to start but over time the integration team has been adding more functionality.

Great for multitasking

May 04, 2018
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I do not have to open up multiple tabs when working in SalesForce or go back and forth to view information, everything is right there in one tab with smaller individual tabs within

Cons: Not as easy to use as SalesForce classic, somethings are harder to find or less self explanatory than classic.

Overall: Efficient work flows, multitasking

Salesforce Lightning Platform

Sep 25, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: we can easily manage pipeline using custom reports and dashboards.

you can set auto email delivery of reports

out of the box integrations with many leading applications

navigation made easy compared to Classic version

Cons: its very expensive

steep learning curve

estimation features missing

Overall: good

This will get the job done (once you figure out how to use it)

Feb 06, 2018
4/5
Overall

2 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: This platform is the real deal. It has all the features that you would ever imagine. I have not found another CRM that can match this from a feature standpoint.

Cons: This CRM is so dense with features that you might not be able to get fully up and running for a couple weeks as you get set up.

Bad Program, lots of issues

Nov 14, 2017
1/5
Overall

3 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Everything in one place for your customers, one program, one screen for most of the information needed.

Cons: Too buggy, customer service took too long to fix even one issue that we had, especially after updates of the program

Salesforce user review

Jan 10, 2018
3/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I have used Salesforce as our CRM system it was easy to use and easy to navigate. It has a lot of features.

Cons: Services are expensive. It is not easy to customize and costs an arm and a leg to hire someone to do it.

Easy to use and easy to customize it as you want

Jan 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: Salesforce cloud is a very good way to customize it and make to do what you want it to do, for example we have some app that track everything and generate a great reports.

Cons: If you have a good salesforce developer, he can develop you what you want with a great customizations based on the team or the org needs.