# Page 2 | Salesforce Platform Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Salesforce Platform the right Workflow Management solution for you? Explore 394 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/268338/App-Cloud/reviews

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Salesforce Platform

4.4 (394)

[View alternatives](https://www.capterra.com/p/268338/App-Cloud/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated May 14th, 2026

# Page 2 - Reviews of Salesforce Platform

## Showing most helpful reviews

Showing 26-50 of 394 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Pepukai Loyd C.  
Snr AR Assistant  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Great CRM Software"

May 13, 2026

5.0

My overall experience with the Salesforce Platform has been extremely positive. What stands out the most is the reliability and continuous innovation that Salesforce consistently delivers. The platform is constantly evolving with new features, enhancements, and integrations that help businesses stay ahead without needing to completely reinvent their systems. Another major strength is the excellent customer support and community ecosystem. Whenever issues arise or guidance is needed, Salesforce provides responsive support along with a vast knowledge base, active community forums, and detailed documentation. This makes troubleshooting and learning much more efficient.

Pros

Support is awesome, the platform is user friendly, easy to learn and has modern features expected of modern software.

Cons

Nothing really. There is room for improvement in some aspects but it is generally good and efficient.

Review Source

MW

Marissa W.  
Senior Account Executive  
Computer Software  
Used the software for: 2+ years

### "Salesforce for Sales - B2B Software"

November 21, 2025

4.0

I've been using Salesforce for years and overall am very satisfied with the functionality of it. Safely stores all the data I need for my position and helps me better navigate my day to day tasks.

Pros

Once you get used to the platform, it is very easy to navigate. I benefit most from the ability to edit and track my sales pipeline (with great visual charts), create and track tasks to better structure my day, and it has great integrations with other systems I use.

Cons

Each Salesforce instance can be drastically difference. For example, my company went through an acquisition a few years ago. To this day, we are still using separate Salesforce instances and it can be challenging to navigate.

Review Source

AM

ANDREW M.  
Contractor  
Insurance  
Used the software for: 2+ years

### "By far the best business tech for the buck. Zero headaches "

March 31, 2026

5.0

Top notch. From the development and continual advances to the ease of use. I simply can’t say enough about it. The summits where you can learn so much than you thought possible. There’s a reason salesforce is dominating the market.

Pros

Was I’d use. Sandbox development. Ability to go back and forth from lightning platform and classic. The ability to create any report. I mean ANY report. The tech is beyond advanced

Cons

Tracking metrics and kpis at a glance. The vast integration compatibilities with Omni being able to synch multiple voip services seamlessly and the ability to integrate back end crm’s from outside departments

Alternatives considered

[Sigma Computing](https://www.capterra.com/p/188405/Sigma/)

Reason for choosing Salesforce Platform

We are considering using both. Mainly for cost so our agents don’t require logins

Review Source

OD

Olga D.  
Pharmacist  
Hospital & Health Care  
Used the software for: 2+ years

### "Great platform but there's room for improvement "

January 18, 2026

4.0

Overall it's a very reliable platform, able to store and display tons of info, however, it would be much more efficient it it let each user customize what is displayed and have preset medical orders to limit typing.

Pros

I really like working in Salesforce platform due to its versatility and ability to access ample amount of information in the same tab.

Cons

I only wish it would be customizable and have the ability to easily limit the amount of information on one page to limit scrolling and clicking. Also it would be nice to include preset medical terminology and common medications names.

Switched from

[RingCentral Engage Voice](https://www.capterra.com/p/242187/RingCentral-Engage-Voice/)

The team I work for decided to switch in order to streamline the workload.

Review Source

VR

Verified Reviewer  
Operations Manager  
Chemicals  
Used the software for: 2+ years

### "Greater than good, you won't be disappointed!"

December 29, 2025

5.0

Overall Salesforce has been a real game changer for our teams. The entry point was steap, but within 6 months we realized the ROI was a minimal 10x our investment, and over time that has only increased.

Pros

The ability to leverage data from multiple sources into a single tool was amazing, and then to re-leverage it again, manipulate at it, and feed it to those who need to use it, amazing! Excellent growth tool!

Cons

At beginning of using Salesforce, and depending on the changes with each release, the platform can be a bit challenging and intimidating because of all it can do. Understanding databases, and programming logic are good skills to have.

Alternatives considered

[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)

Reason for choosing Salesforce Platform

It had the best integrations for our use case and was easy to get started with.

Review Source

DC

Darby C.  
Account Executive  
Banking  
Used the software for: 6-12 months

### "Great CRM Platform"

November 24, 2025

5.0

Oveall experience has been great. Salesforce is the backbone of most of what we do and it is a tool that we could not do business without.

Pros

Salesforce gets a lot of hate, but at the end of the day, it is a great platform with loads of functionality, and it is customizable to just about any organization. It is easy for us to make adjustments when we need to and seldom need help from their customer support folks. It allows us to manage nearly our entire business and connects to most of the auxillary apps and products we need to manage all of our other projects.

Cons

Like any software platform, it can be frustrating at times, especially if you don't know how to do something. But at the end of the day, we have internal folks who know the platform very well and Salesforce is great with pushing out updates to make sure everything generally runs smoothly. It is easy for our team to develop to and is a great value for the money in my opinion.

Review Source

Peter S.  
Director of Technology Services  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Salesforce for a growing nonprofit"

July 10, 2025

5.0

Our experience with Salesforce as been great! We replaced several aging and otherwise poorly built systems with Salesforce as a single unified platform to run our nonprofit organization. It's defiantly been a huge part of enabling growth for our organization!

Pros

When my team asks if Salesforce can do it the answer is always YES! Salesforce is by far the most versatile tool we have in our technology stack!

Cons

The cost to maintain and continue to develop Salesforce is not insignificant, you definitely need to budget well and make sure you are willing to make the investment! Don't go halfway, always go all in!

Switched from

[Blackbaud Raiser's Edge NXT](https://www.capterra.com/p/247647/Blackbaud-Raiser-s-Edge-NXT/)

Raiser's Edge was no longer meeting our needs and the cost to augment it to meet our needs was significant!

Review Source

VR

Verified Reviewer  
Admin Consultant  
Pharmaceuticals  
Used the software for: 2+ years

### "An efficient and effective platform all should use!"

March 18, 2026

5.0

I’d give my overall experience a very high rating. Everything I have learned has been helpful in some way in my life and show me a new way of thinking about how I conduct business.

Pros

Salesforce is awesome. I’ve been using it for the past three years now after getting into it with my Dad who is a Master Solutions Engineer in the public sector for them. He taught me all I know and I’ve been able to apply what I learned while getting my Administrator certification in many ways. My company is looking for a new CRM and I’m highly recommending Salesforce and their awesome automation.

Cons

The ease of use is amazing. I’ve worked with other similar platforms and nothing comes close to how intuitive Salesforce has been.

Review Source

JT

Joe T.  
Head of Marketing  
Information Technology and Services  
Used the software for: 2+ years

### "Best CRM out there. A must have for any SME."

March 31, 2026

5.0

Best CRM out there by my standards. It can do as little or as much as you need it to. The value for money is there, highly secure and you can create reports, manage leads, customers, hold 10,000's of data sets. We would be lost without it.

Pros

Salesforce is an integral part of our business. Its exceptionally robust in its functionalities and holds our entire database which is used by multiple parts of the business from Sales to Marketing to Implementation.

Cons

Not a huge fan of the interface on the lightning experience but that's more of a personal preference - I prefer classic! Apart from that cannot fault it.

Review Source

VR

Verified Reviewer  
New Business Representative  
Financial Services  
Used the software for: 2+ years

### "#1 for a reason"

December 4, 2025

4.0

I've used salesforce for over 3 years now and it has been one of the most useful tools I've had in my life when it comes to sales roles, with just a few caveats.

Pros

I liked how up to date the UI was, how easily so many tools can integrate with sales force as well. Tons of automation & support features as well.

Cons

A bit slow when loading reports as times and I also think it's a bit on the pricier side, but that is to be expected with a premium platform

Review Source

NS

Nicki S.  
Manager, FPandA - Sales Compensation  
Media Production  
Used the software for: 2+ years

### "Navigation is a breeze"

May 29, 2025

5.0

I was on the team that helped implement Salesforce as our primary sales CRM for multiple markets over a decade ago. For the last seven years, I have managed team that supports the sales team so we use it for researching accounts, activities and orders.

Pros

Navigation is seamless. I use SFDC navigation as the gold standard for other websites. Clicking on any link can take me to the related records - I wish more SaaS tools I use worked the same way.

Cons

The number of objects/tables can be a bit overwhelming when trying to build reports - this is partly just a learning curve issue, but it can be challenging to build a report without understand how all the objects connect.

Review Source

VR

Verified Reviewer  
Account Executive  
Computer Software  
Used the software for: 1-2 years

### "Salesforce is a great CRM system. "

December 16, 2025

5.0

Love the system, as I mentioned it's a great tool and I use it everyday to put together all my notes, and keep my pipeline up-to date.

Pros

I use it everyday for my Sales BD work / CRM system. It's essential to keeping all my work up-to date, and to make sure I have my process all aligned. It's also great for development as it helps me learn.

Cons

There isn't too much to dislike about the platform, it's the best CRM i've used, so I honestly don't have a negative to say.

Review Source

TH

Tyler H.  
Sales Manager  
Marketing and Advertising  
Used the software for: 2+ years

### "Salesforce makes life simple "

December 3, 2025

5.0

My overall experience with salesforce was very positive. I could only think of one major issue I had with the product.

Pros

I used salesforce in conjunction with SunRun, the platform was super smooth to use and train reps to use as well. It really made my job a LOT easier.

Cons

The only major issue I ever had with salesforce was loading times. I could be waiting for a few minutes at times just to load the next page.

Switched from

[Solo](https://www.capterra.com/p/265186/Solo/)

More automation and ease of use made the switch a no brainer.

Review Source

VR

Verified Reviewer  
Salesforce Product Owner  
Banking  
Used the software for: 2+ years

### "Great Product "

August 27, 2025

5.0

Pros

Fully customizable, has built in features for sales, and service. Is able to integrate with third party platforms as well

Cons

The implementation can be tedious, it’s only as good as the data that goes into it, and as refined as the company’s workflows are.

Review Source

MO

Makenna O.  
Branch Office Administrator  
Banking  
Used the software for: 6-12 months

### "Kenna’s Salesforce Review "

April 17, 2025

3.0

Overall, it’s a user friendly system. It has many features that help me in my workday and getting tasks done, and it has features that help me connect better with clients.

Pros

It’s bright and friendly to look at. I can personalize it to best fit my workday needs. There are different calendar views, where I might miss something on the calendar, I might catch on the day at a glance. It’s nice being able to bounce back and forth between coworkers tasks in case I need to make a quick change. I also love the interaction note spot! It keeps the main description clean and easy to decipher.

Cons

There is a lot going on. Sometimes it can feel a bit overwhelming because there are multiple ways to get to the same thing. I would like there to be an option to mark an appointment as “rescheduled” instead of just “canceled”. My opened tabs in salesforce often glitch and change the tabs I have opened to a different tab. For example, if my “home” tab is open, it’ll glitch and change it to my “calendar” tab.

Review Source

LR

Lily R.  
Director  
Publishing  
Used the software for: 2+ years

### "SFDC delivers "

June 28, 2025

5.0

It has served my needs thus far. I’m looking forward to continuing to build out more for the purposes of serving additional stakeholders.

Pros

It is Intuitive and customizable. Ability to layer objects has served our evolving needs with new sales models.

Cons

Would like better text in task searching. Right now we cannot locate discount t details that are embedded within a task.

Review Source

SK

Sagar K.  
Sales Mangaer  
Financial Services  
Used the software for: 1-2 years

### "A good tool if you know how to use it."

November 5, 2025

4.0

It has been great so far, I've converted many and delineated even more to the team - the hierarchy for team workflows has only improved with Salesforce.

Pros

well, it is value for money - as far as I have seen in comparison with a few other platforms. Apart from that - it has really helped streamline the reporting and incident management in terms of new tickets that I create.

Cons

Maybe it's just the provision for my firm, but I see too many frequent updates - and it sometimes messes with my work - wherein the existing processes need to be updated as well - they could help give intimations beforehand any new updates are pushed to the production.

Review Source

AM

Alan M.  
Business Development Executive  
Information Technology and Services  
Used the software for: 2+ years

### "Easy to Use CRM"

March 19, 2026

5.0

It's a great CRM for keeping everything up to date in realtime which keeps all users in the loop with progress.

Pros

Such a great CRM. It links with all my outreaching platforms like LinkedIn, Outlook and Ringover which saves time.

Cons

I can't think of any negatives. It's such a simple to use platform that makes everything so transparent.

Review Source

MA

Mike A.  
Sales  
Telecommunications  
Used the software for: 2+ years

### "The most powerful business tool is Salesforce."

October 1, 2025

4.0

I have now used Salesforce at two different jobs for over 12 years. It is the best CRM tool in the business. One of the first things I do everyday is open up Salesforce and get to work!

Pros

It is the most powerful business tool I have ever used. It truly is the backbone our business. I use it everyday!

Cons

It is super expensive and very tough to make changes. The few changes that we make always seem to mess up the system and it get glitchy.

Review Source

AW

Amy W.  
Collections Analyst  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Salesforce is ok"

June 24, 2025

4.0

Its been a hard road and many fixes but it basically does what it is supposed to. Too much money to have to add to a system that should already work.

Pros

Has many functions available to use. Everything combined can be used for your invocing and accounting systems.

Cons

Have to go multiple places and fix multiple things for salesforce to work for you. For example to print an invoice you have to go to four different places just to print. Every time it updates, it drops something else that was working.

Switched from

[Total Management](https://www.capterra.com/p/116971/Total-Management/)

Organizational decision. Sales got my boss.

Review Source

IL

Ira L.  
Account Manager  
Information Technology and Services  
Used the software for: 2+ years

### "End User Experience"

July 19, 2025

5.0

Pros

Web interface, ease of access, feels like from any device. No need to be in an office, great for traveling to client onsite and connecting.

Cons

The product allows for ease of building custom reports, connecting third party applications, allows for scaling and easy to learn. Difficult to find a negative.

Switched from

[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)

Leadership made the investment as part of a M&A

Review Source

AM

Andy M.  
Senior Account Executive  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Best tool on the market"

June 27, 2025

5.0

I use Salesforce Platform on a daily basis to keep track of my business with different prospects and clients. It allows me to have a detailed overview of everything that I've done in the past and what's to come.

Pros

Salesforce Platform est a unique and very usefull tool for any company that needs to keep track of its business.

Cons

I don't have any negative reviews to make about Salesforce Platform. The tool is very well made and extremely intuitive.

Review Source

EB

Eric B.  
Sr. Salesforce Administrator  
Banking  
Used the software for: 2+ years

### "Salesforce platform is the best CRM on the market"

April 14, 2025

5.0

I've been using it for over 15 years and have enjoyed every aspect of it. It's a vast landscape of opportunities and continues to grow.

Pros

It's easy to setup, easy to use, and highly customizable to suit any business need. I love the Salesforce community and it's desire to help each other grow and develop.

Cons

This is an expensive product and there are times when it may be overkill for some business users. There needs to a real evaluation before purchasing.

Review Source

cC

cody C.  
CSR  
Health, Wellness and Fitness  
Used the software for: 2+ years

### "Salesforce means business"

June 6, 2025

5.0

I have been using salesforce since 2019 and I have to say that this program is universal meaning you can have the same experience from client to client.

Pros

Salesforce allows my company to help provide the most efficient way to work with our customers. Salesforce is a wonderful program.

Cons

Salesforce can have many different ways to locate information and can take some time to adjust to, however as a positive. You can also store information on how to look at what you need such as SOPS.

Review Source

Agnoor G.  
Associate System Engineer  
Information Technology and Services  
Used the software for: 2+ years

### "Ticketing and Managment tool"

February 14, 2025

4.0

Highly scalable and capable tool to automate and manage the whole enterprise work processes and assets. It is a bundle of features and tools that help in almost every work like developer console, ticketing, etc. Overall salesforce platform increases operational efficiency and provides a secure environment.

Pros

1\. Efficient tool to automate IT activities. 2. Reliable and good in performance for all operations. 3. A centralized platform to interact and give users access , permissions.

Cons

1\. Too costly to handle and manage for small businesses. 2. UI can be improved with the modern templates. 3. Due to multiple features the product is complex and learning curve is huge.

Review Source

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