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

11287 Reviews

  • 4.5 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $25.00/month/user
  • Free Trial
  • 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
  • Founded 1999
  • United States

About Salesforce

Sales Cloud is a customizable CRM platform that grows with you. Get real-time customer information and activity in one place, plus insights with dashboards and reports. Connect to thousands of business apps to extend your CRM to every department. Or choose Salesforce Essentials for small businesses to manage customer relationships and grow faster. It's easy to set-up, easy to use and grows with your business. Use customer insights to prioritize intelligently and spend your time where it matters.


Salesforce Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Client Tracking
  • Contract Management
  • Forecasting
  • Project Management
  • Quote Management
  • Sales Management
  • Scheduling
  • Time Management
  • Contact Database
  • Contact Import/Export
  • Interaction Tracking
  • Lead Management
  • Prospecting Tools
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Nomination Tracking
  • Program Notices
  • Reference Usage Tracking
  • Reward Distribution
  • Search
  • Auto-Dialing
  • Call List Management
  • Call Recording
  • Campaign Management
  • Dashboard
  • Data Management
  • Lead Capture
  • Lead Distribution
  • Lead Scoring
  • Performance Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • Call Center Management
  • Campaign Management
  • Contact Management
  • Customer Support
  • Document Management
  • Email Marketing
  • Interaction Tracking
  • Landing Pages / Web Forms
  • Lead Management
  • Lead Scoring
  • List Management
  • Marketing Automation
  • Product Catalog
  • Project Management
  • Quotes / Proposals
  • Referral Tracking
  • Survey Management
  • Territory Management
  • Accounting Integration
  • ERP
  • Maintenance Management
  • MES
  • MRP
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Reporting/Analytics
  • Safety Management
  • Shipping Management
  • Cataloging / Categorization
  • Customer Service Analytics
  • Customer Support Tracking
  • Email Response Control
  • Knowledge Management
  • Live Chat
  • Performance Metrics
  • Search
  • Self Service Portal
  • Campaign Management
  • Client/Property Matching
  • Contact Management
  • Email Marketing
  • Interaction Tracking
  • Lead Management
  • Property Alerts
  • Referral Tracking
  • Segmentation
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management
  • Call Management
  • Campaign Management
  • Channel Management
  • Commission Management
  • Contact Management
  • Contract Management
  • Customer Database
  • Email Marketing
  • Field Sales Management
  • Lead Management
  • Opportunity Management
  • Performance Metrics
  • Proposal Generation
  • Referral Tracking
  • Sales Forecasting
  • Territory Management
  • Competitor Analysis
  • Correlation Analysis
  • Dashboard
  • Dynamic Modeling
  • Exception Reporting
  • Graphical Data Presentation
  • Modeling & Simulation
  • Performance Metrics
  • Sales Trend Analysis
  • Statistical Analysis

Salesforce Reviews Recently Reviewed!


Capterra loader

Great CRM platform, but not always worth Salesforce's continually increasing licensing costs

Mar 06, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: As a CRM platform, it's everything you could ask for. Also, its AppStore is top notch. From a functionality perspective, you cannot go wrong with Salesforce. Also, as one of the biggest and most widespread platforms, there are plenty of Salesforce resources out there, so there is no shortage of help available should you need it. If you are a small non-profit particularly, Salesforce can be an incredible resource as your first 10 licenses are free (as long as you qualify as a non-profit with Salesforce)

Cons: If you are a for-profit firm, be aware that Salesforce builds in an annual 7% licensing cost increase into it's contracts. As a result, you will be continually negotiating and re-negotiating with them to keep licensing costs reasonable. Even then, Salesforce will continually look to increase your spend with them. Their sales teams/account managers can be very aggressive and a lot of things you may want or need will cost you extra. They're also continually rotating their account managers. This can be very frustrating as a customer because just when you feel that you've built a good relationship with your account manager, Salesforce will switch people on you and then you have to work to rebuild a new relationship.

Overall: We used Salesforce to be our CRM and Professional Services Automation (PSA) system. We custom-built the PSA, but the CRM piece was mostly Salesforce out-of-the-box.

Ultimately, if you can figure how to keep your licensing and other add-in costs in check, then Salesforce can be the right tool for you. Otherwise, you may find what we found, which is that Salesforce's continual cost increases eventually cause the platform to lose its ROI. We ultimately switched from Salesforce to Microsoft Dynamics 365 after Salesforce continually and forcibly raised their costs beyond our ROI threshold. The system was functionally fine, but the annual costs had simply become too much.

SalesForce + Pardot = Winning Team

Jan 30, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: The ability to customize really makes SalesForce its own beast. I've worked for two companies that have used the software, and both looked very different, yet still intuitively the same. I like that if there isn't currently a solution for you, there are add-ons and plug-ins that can be fitted into your experience to make it an extremely tailored solution for a wide range of companies. Not only that, the customer support staff have some great tools at their disposal that give you an even deeper dimension of control, should you be unable to quite round the edges for your perfect fit. I like the seamless integration with Pardot. In addition, with Pardot's automation platform, you can literally save hours' worth of work as contact/prospect data can sync in nearly realtime, depending on the rules you've set up. If all this sounds perplexing, don't worry too much, as Salesforce has an amazing onboarding team that will work with your designated admin staff to utilize most of the software package from nearly any education/experience level.

Cons: There are some frustrating limitations with reporting in Pardot, and sometimes SalesForce integration with plug-ins can be a bit of a hassle if they weren't set up during the initial onboarding, but overall these are speedbumps at worst and don't detract from the overall experience enough to really worry about.

Overall: My current company had been using Constant Contact before I arrived, and it was poorly managed... a huge mess, even... partially due to the staff being unable to coordinate, and partially because the software was a bit clunky. I was brought on during the SalesForce onboarding process, and 36 months later, with very little management efforts from our marketing/BD staff, our data is standardized, uniform, and easily accessible. Emails are scheduled to go out once a week, months in advance, based on templates first developed by our onboarding process, and we have been able to shift our marketing staff to more analytical projects that have given us the edge we needed to be on track to make our profit-sharing bonus numbers for the first time in years.

Capterra loader

Powerful Platform With Incredible Features

Nov 29, 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: It can be customized to fit almost any use-case

Support is helpful and enthusiastic

It has a vast range of features

The extensive training available in Trailhead

Reporting capabilities are deep

Importing records is fairly simple

It has a massive range of integrations with other software and services

No automatic email reply capture

Cons: The learning curve is steep

It's incredibly complex, and it can be difficult to fully take advantage of it

It's hard to take advantage of some functionality without spending money on other solutions

Some simple functions are tedious to perform

The interface isn't always intuitive

Switching between Lightning Mode and Classic Mode to perform tasks is annoying

Overall: Salesforce has been the single most valuable tool for us in tracking prospective students through a funnel, communicating with them across channels and tying together the rest of our marketing stack.

We use the Higher Education Data Architecture platform on an Enterprise level instance of Salesforce through Salesforce's philanthropic Power of Us program. As a small, private religious institution of higher education, we need a CRM that allows us to customize contact profiles to an unusual degree, as well as automating basic tasks and integrating with our various other communication and tracking platforms.

Salesforce offers us unparalleled customization and allows us to combine analytics on mass emails, texts and website visits from our automation platform with individual emails, SMS, notes and phone call logs. We can analyze data not just about locations and high schools, but also about churches and youth conferences. It's also a useful tool for communication, and has a terrific integration with Twilio for 1-to-1 SMS conversations.

We've found that the learning curve on Salesforce is steep. We took care of onboarding, set-up and training ourselves in order to save money on the fees, and have regretted it. I would strongly recommend getting professional help to tailor the platform to your needs from the outset.

Based on my experience, I would recommend Salesforce to anyone looking for a powerful CRM product.

SalesForce: very powerful, but make sure you're ready!

Nov 27, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support
Likelihood to Recommend: 7.0/10 Not
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Pros: Really allows you to track your customers/clients/members/leads and see the arc of their interaction with your organization. If you also use something like Pardot to manage emails and online forms, it will give you a complete life timeline for the individual and how they have interacted with you. Allows you to create a journey & experience based on their interactions with you and to give quick follow-up when someone shows signs of life.

The only caveat here is that you have to be ready to use it. That means more than just having people trained in how to use the interface, but making sure everyone is on board for how this kind of data can and SHOULD inform and change how you interact with your clientele. If you're used to getting back to people within 24 hours, you need to be ready to shift that to 20 minutes. If you're used to treating everyone the same, you'd better be ready to create drip/nurture programs based on behavior.

If you aren't ready to use it to its full capacity, it isn't worth the investment, but if you are able to use it the way it's meant to be used, it's incredibly powerful.

Cons: It has a steep learning curve. I've been using it for a couple of years now, and I know that I still have barely scratched the surface of what I could be able to do, but I don't have time to devote to just learning SalesForce when it's not my core job. Definitely recommended for larger orgs where you can have a team devoted to support. Also, I hate the way they continually try to sell you new add-ons to the core product.

Overall: We're a union, so we have a little bit of a different situation than a lot of businesses who use Salesforce, but it's been incredibly helpful in allowing us to build an internal leadership structure where we can show the relationships between our members. It has also allowed us to track member activity & engagement in some very powerful ways, and to track the work of our organizers and representatives.

Capterra loader

Top-Shelf and Well-Worth the Price

Nov 23, 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: 10.0/10 Not
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Pros: Packs a punch in features that can be turned on and turned off as needed when business trends and sales needs change. Worth the price as a stand-alone sales CRM and sales tool for a small business with just a handful of reps while at the same time being equally effective as a platform for a company with 1000+ sales people that want integration between multiple departments. Excellent security against both outside and inside threats and manipulation. User definition fields so numerous that it allows for unique user roles for every employee on the system if desired.

Cons: Like most software tools, sf.com has a learning curve and there will be some in the company that are resistant to the change. If those people are not pushed and required to use the system completely it detracts from the overall benefit of the software.

The software is more expensive than its competitors - many times significantly more expensive. Also the packages start at the price for 5 users so if you are a small business with yourself and two employees, you will pay for 5 users even though you may only need 2 or 3 users.

Overall: I have had fantastic experiences with sf.com in several capacities including as sales manager and a front-line revenue producer (hunter). The software is very intuitive so tracking appointments, birthdays of clients, last conversations had (and all other last activities) can not only be saved but can be set up with a time stamp/alarm for follow-up. As a direct sales contributor, sf.com was the only tool I needed to be successful and is comprehensive in its ability to keep an eye on the business. All quotations can be done through the software and the metrics from each quote go into "the system" so that pipeline reports by sales person, group, region, or entire company can be seen and used as a management tool. Literally, I could go on and on about all the benefits of the software. If used properly any sales person should see increased revenue from adding this software as it is a time-safer and organizer.

Salesforce is Most Capable Platform

Nov 01, 2018
5/5
Overall

4 / 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: The best part and worst part of being on the Salesforce platform is the ability to customize the tool to your needs. If you have a specific process, permission, security that you need to be able to accommodate, you will always have the ability on the platform.

The mobile app is great and is used most of our users. There are some areas for improvement, but overall great.

Salesforce also does a great job of implementing new features and changes based on their community feedback. The Ideaexchange is an amazing tool and SF does a great job basing their changes on wheat the people want.

Finally, TrailHead is the best in the business. The ability to self teach is amazing and SF does a wonderful job keeping all the moduels up to date.

Cons: The same thing why Salesforce is great with flexibility and customization also make things very difficult. The best way to describe this is Salesforce is a like a beautiful house on the outside. They give you the roof/doors/walls, BUT what you put in the house and how you arrange is all your own doing. This makes it difficult if you need a specific issue taken care of, you will need to reach out to a developer to accomplish unless you have one in-house.

Also the App exchange although very great, can get very expensive. A lot of companies make a living taking a Salesforce idea and perfecting, then selling on the app exchange. This can come in handy, but also at a cost.

Overall: Overall experience has been great. We have grown as a company at 30% percent since adopting. We launched on the Lighting UI and I highly recommend the same for anyone that is looking to launch the product. There are a ton of resources that will help with implementation which is great!

Capterra loader

CRM? Client Database? Candidate Tracking System? Well, Salesforce is the man!

Aug 17, 2018
5/5
Overall

5 / 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: Salesforce powers both our business development, sales, and recruiting efforts in our company. Salesforce makes it easy for us to know what is the last stage of a candidate, what are the next steps he needs to take in his candidacy for a single position, and also if he has already been talking to someone else in our company.

Salesforce also makes it possible for us to know what was the last message we sent out to a single candidate or client. It is also great in terms of establishing relationship because we can customize HTML emails as if we are sending a tailor-fitted email to a single person even-though it is just an email blast.

It is great as well in terms of driving sales and business development effort. We can keep track of the cadence of each possible client, and we can also indicate if they are set for a phone meeting or in-person meeting with our higher ops. The chatter is also great, and from time to time Salesforce gives us a snapshot of what we have done and what we are doing.

Cons: I really don't have a lot of bad experience with regards to us using Salesforce. Maybe one thing they can improve on is how their technical support works. Sometimes they are not that helpful, and they are not that trained enough in resolving each person's concern.

Overall: Salesforce is a great tool in managing clienteles and candidates. It is great in terms of managing client and candidate relationship and gives the ambiance that they are talking to a real person without sacrificing too much time. You can also open it everywhere - on app, laptop or computer because all you need to do is to download the mobile version and you can access it using any browser.

Capterra loader

A robust CRM that helps you manage your customers, track your performance and grow your business.

Jul 31, 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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Pros: I really enjoy how customizable Salesforce is, you can completely tailor each section, such as your page layouts for leads, contacts and accounts to display the data that matters to your business. The software allows you to create new fields, organize them how you'd like and even create automation tools to trigger workflows and email alerts based off of your entries. Outside of the native Salesforce capabilities is a massive app store called the appexchange that allows you to connect your environment with services such as MailChimp for marketing emails, DocuSign for executing contracts and more. Salesforce is not always simple but once it is understood it can be manipulated to fit any businesses needs. We love the report feature because we can pull information on all fields that matter to us in each section (tab) of Salesforce to measure our performance. If your reports often have a defined criteria and date range you can easily schedule email alerts to receive without having to pull manually.

Cons: The customer service is bad. Unless you are looking to upgrade your account somehow or purchase a new product you wont be able to contact anyone. You can purchase the customer service package but it is an additional amount. The package allows you to contact customer support via phone - without it you will need to submit a ticket which sometimes takes over a week to resolve. In my opinion no one should have to pay extra to receive quality service for a product they own. Additionally, Salesforce offers customers the opportunity to request fixes/updates to the service and vote on top priority items. I've seen these items often times sit in the queue for 3-5 years. When it's a change that the majority of your customers are demanding there needs to be some priority to that! I think some advice I'd give to Salesforce is to do a better job at not only pushing out new products but ensuring that after they are pushed out they are continuously being monitored and improved , not abandoned. We purchased Pardot three years ago and found that to be a huge mistake because it seemed to be abandoned by Salesforce as the moved onto Marketing Cloud and other ventures. There have been no improvements to Pardot (a Salesforce product) in the last 3 years - it has remained exactly the same even with all of the suggestions provided by customers. We also tried Quip (a Salesforce product) and found it to be similarly undone so decided not to go down that road again.

Overall: A hub for organizing our customers and tracking our performance.

Capterra loader

Best CRM in the market, without question. Learning curve to administer but well worth it

Jul 30, 2018
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
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Pros: Customizable - allows organizations to track anything and everything

Automation - easy to build workflows to automate repetitive tasks

Security - can control access to fields, records, or entire objects by user type. Access and security are vital and easily maintained and deployed

Innovative - Salesforce is consistently voted one of the most innovative companies in the world. Quarterly releases are packed with new features to support users and administrators

Community - the Salesforce community is incredible. Find answers from other users and administrators through Salesforce's gigantic communities.

Equality - Salesforce is a champion for equality and equity for all. It is important that we are partnering with a company that views equality as a core value.

Philanthropy - Salesforce has been committed to giving back since it was founded. Again, sharing the work with a partner that has strong values is an important business lever.

Training - hours and hours of free training exist at the click of a button. ANYONE can learn to administer Salesforce by using Salesforce Trailhead, their online training module.

Cons: Can be difficult to use and learn, particularly for administrators. Maintaining documentation is vital and is left to the organizational administrators without much advice from Salesforce. All the possibilities can be overwhelming for new users and administrators.

Overall: Automation of common tasks saved us time. Documenting conversations and tracking new data gave us the ability to work with the right person at the right time. 3rd party apps were easy to find and integrate into our business processes. Saved time by building drip campaigns during the recruiting process. Adding new fields meant we could be agile in implementing new ideas and pilot projects.

Capterra loader

Jack of all trades in the CRM world, yet, imperfect and expensive.

Jul 27, 2018
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money

Pros: It's a very complex and versatile piece of software, there's a lot to like about it:

- it can be used for Sales and Service

- it is cloud-based and can be used by teams scattered around the whole world

- it can be customised to suit all business types, from selling companies to clinics etc.

- it has a very rich marketplace, if you did not find what you were after baked in, you will probably find it in the AppExchange

- it has a lot of integrations, e.g. email, CTI

- it is cross-platform, you can use it on phones, tablets, MacOS, iOS, Android, Windows, Linux

- it is very secure and has a very granular security options

- you have access to all your data, you can export raw data anytime you need it for security and migration purposes

- it has an insane deal of automation, you can apply a lot of automatic jobs, workflows, processes that will automate your daily tasks, allowing you to focus on the most important tasks for your business cutting down on the admin for the regular users

Cons: - first of all, it is quite expensive, on the other hand, building and using an in-house CRM can be even more expensive, before purchasing, however, make sure if you need all the bells and whistles, as you might just as well get a competitor's CRM that will suit your needs and will be cheaper

- complexity has its price, to configure all of this, you will need a bunch of well trained certified and experienced admins, employing incompetent admins will expose your business to unnecessary downtimes

- competent and experienced admins, on the other hand, are also very expensive and not necessarily easy to find

- Salesforce can be very fragile to changes, making a small change can sometimes cause a chain reaction immobilizing your business, every change has to be thoroughly tested in Sandboxes

Before deciding to use Salesforce I recommend doing a research to make sure your business will benefit from Salesforce's features. It is a great tool and can really help your business provided there is a good justification. Otherwise, you might be better off with something simpler.

SalesForce is amazing generally at what it does, but can be difficult to adapt to specific needs.

May 20, 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: 8.0/10 Not
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Pros: Salesforce does everything. It presents you with powerful tools to run reports, create dashboards, and search for info (accounts,leads, contacts, etc..). As far as managing customer-facing business, financials, acticity, contracts, etc... It's the best. And for the most part if Salesforce can't do what you need specifically they probably have a third-party provider that you can plugin ala Zuora.

From a user perspective it's very easy to get granular with data you are trying to explore and present it in a number of ways. Figuring out there reporting and dashboarding tools makes it extremely powerful.

Cons: Salesforce is generally great, but being a best in class CRM for general purposes means that certain specific needs of one company might not always be met. It's their challenge for sure (kind of like a POS). Lots of different use cases all generally falling under the same category.

Besides that the only cons I have are sort of nitpicky day-in-day-out stuff. It takes too many clicks to say log a mtg or update someone's status. A sales operations leader of mine one time did an analysis of how many clicks within salesforce a rep makes in a day and the number was staggering.

Reporting on leads and contacts together is also kind of a pain and sometimes impossible.

Overall: At the end of the day even though I complain about salesforce it makes life easier when you are part of a sales organization. You have access to all records associated with a particular account. You can track lead history, marketing engagement, lost opps, and just about anything else you'd need to know.

Our company has been using Salesforce for around 2 years now and I can say it served our needs well.

May 14, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: A platform that offers sales management, customer service, marketing automation and partner relationship management. It is a c cloud-based CRM solution, Salesforce gives you anywhere, anytime, access to your business data, even from mobile devices. This platform helped us streamline our process and logged our conversation with each of our clients/candidates keeping track of the discussion history and knowing where we left at. It has a good contact management system that allows the users to store a lot more information like account/client details, addresses, other available information which allows a good account info overview. The Dashboard is customizable and can fit to what their client needs and requires for the specific process. It's an easy to navigate software especially for those who had been into cloud-based platform before.

Cons: The complexity of its features sometimes are not being exhausted/maximized by small-scale businesses and could get overwhelming at times. Pricing may be a bit high for a small company especially if they want something that is more customizable. For our team, it took us a while to navigate the platform fully and think of was on how to customize the platform based on our needs. Knowing what is already available for us and what can be considered for the future is something that we get to deep dive over the course of months and a lot of collaboration and dicussion with the team. Reporting issues might be a bit hard in terms of knowing who is responsbile for certain technical glitch if its Salesforce folks themselves or some app that links to it.

Overall: It keeps good track of our candidates and clients discussions over a period of time which helps us get back from where the last conversation had ended. A good account information as well with 360-view of information. Tools operate much of some famous social networking sites and could be considered as an easy-navigating platform.

Capterra loader

The Great CRM Tool SalesForce

May 05, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: SalesForce I believe drives our clients sales and track each and every sales person's goals and bookings. As a tech support engineer one of my responsibilities is to support SalesForce users with any issues that occur. As a front end user, features that i like about SalesForce is the ability to enter a specific booking, tracking the revenue of that booking and all bookings entered by a salesperson, easy to edit changes of any existing group, an announcement page that lets me displays the messages that i enter them, and so much more. Moreover, one of the main features that i like about SalesForce is the customizeable dashboard; once logged into SalesForce , the tool's dashboard gives me a detailed view of how a specific hotel's revenue is performing, and also provides detailed summaries of a customer's data and other relevant statistics.

Cons: One of the biggest downside of SalesForce is the password expiration duration; as a salesperson i keep having to entered a new password every 30-45 days or so, I wish there was an option to extend the duration of the password expiration. I know it is a security protocol within the system itself to recreate a new password for any user after 30-45 days.

Overall: The benefits that i get from using SalesForce is the ability to track of my salespeople data entry of all the bookings, sales statistics within my region, and so much more. Moreover, from SalesForce i can email a customer directly verifying the reservations entered in the system are correct or not, as well very easy to make changes of an existing reservations, adding and remove multiple properties withing my region, and exporting daily revenue data to my revenue management company . SalesForce i believe drives our business to have the ability to track and generate more revenue, and determine where more resources are needed to increase customer satisfaction. I encourage anyone in the CRM business t o utilize SalesForce .

Capterra loader

My experience is positive regarding this software because it is very practical and offers security

Apr 29, 2018
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
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Likely

Pros: One of the aspects that I value most about this software is the possibility it offers me to work from anywhere. My work demands to travel continuously and the fact of being able to access the cloud from any laptop, tablet, smart phone or table computer and sharing information and tasks with my co-workers is very positive. And the best thing is that this software gives me total security that others do not guarantee me. Knowing that my data, my projects and my documents are well protected, generate me a lot of confidence, so I totally recommend it

Cons: Although it is a very powerful software, its use is sometimes complex with respect to the tools to segment and automate my marketing campaigns since working with well-defined social strata in the communication area would be a great collaboration to do it from the same software and not manually Simpler steps that allow processing all the information and then classify it. It would be very helpful because of the complexity that sometimes is made for those who are beginning to use this software.

Overall: I must say that this software has given me several benefits starting with the price-product ratio. The cost is low if we consider how powerful the software is. In turn, the savings in time and money that means being able to work from anywhere is something very positive. Sometimes I travel outside the state and the fact of having this work tool prevents me from having to buy a ticket, take a plane and return to a meeting. Simply from any platform (in my case a laptop) I can sit down in the lobby of the hotel where I am staying and share documents, modify them, work online with my project colleagues in the company and the other companies that make up the institution for which I work. This product has simplified my work and my life. I owe him 3 promotions since I usually excel in the assigned projects. My experience has been very positive in that sense and I have a lot to thank for this product.

Capterra loader

I have found the SalesForce Platform to be robust beyond all possibilities. No match.

Apr 24, 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
Likely
Extremely
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Pros: Form many years we used another CRM - that was just that - a CRM. Salesforce has become a platform capable of infinite applications and integrations. It requires an investment in funds - and yes - time. But anything of high-yield does. Key - is securing a solid company for the customization Salesforce Corporate does a fine job connecting with the best. I frankly am shocked that in today's world many organizations are still operating without robust CRM and synchronous applications. I would suggest to those about to embark on this - GO WITH SALESFORCE - the leader and don't waste precious time going through all kinds of demos with others. Bottom-line - Salesforce is ahead and keeps ahead and will continue to do so. This greatly lessens your risks, Just make the move then make the commitment to optimize the core capabilities.

Cons: It's an odd thing - but - what like least is; far too many capabilities. One can be overwhelmed and fixated on constantly wanting more. So - there's the good news - a company will probably never be able to keep up with the options available - it will never be limited - therefore Salesforce is aspirational and helps to drive growth. I believe the company will never stop keeping way ahead of what customers or prospects want. Just advise to master the basics and then progress.

Overall: Absolute enterprise situational awareness. We operate in a high-criticality, high-consequences, high-reliability industry; Critical Medical Aviation. We must be aware of a wide range of matters and be extremely well-synchronized in our efforts - aviation, safety, logistics, customer focus, innovation, marketing, communications, professional-development, succession planning - all these and more are managed across the Salesforce Platform. Our industry is responsible to provide individuals with the highest probability of a positive outcome when their survival is at high risk. The Salesforce platform is virtually on board each flight.

Capterra loader

Salesforce is the premier CRM in the market, and this platform offers the most ROI.

Mar 21, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: I like all of the automation and customization available with Salesforce. It is great having access to a tool that is capable of taking so much of the human decision out of the equation so that the team members can focus on their responsibilities and allow Salesforce to do the heavy lifting. If can be tiresome to try to always remember what needs to be logged/updated when and where, and Salesforce makes reporting compliance easy for any team of any size. Customizing it offers great value as well, as there are numerous departments in every company, and we all would like to use Salesforce differently. I get to have layouts and processes that match my team, while not being bothered with those of other departments.

Cons: What I like least is that Salesforce has sub-par support. There is a lot of complexity to their platform, and because of that, a lot of questions arise. The team at Salesforce, even if you pay for premier support, is not all that responsive or helpful. There is a lot that they themselves don't necessarily know and maybe have to track down the appropriate internal resources to get the answers. Another thing is that Salesforce seems to neglect very important features requests from Salesforce Ideas posts. Clients are offering their feedback and suggestions firsthand, but certain requests that would benefit every company (such as being able to sort reports by more than just a single field) get left in the dust for UI updates to try to wow or entice new clients. Salesforce definitely has a direction of its own, and although they do build new and helpful aspects to the tech, you are on their wagon wherever they choose to pull it.

Overall: This helps my and my team realize more ROI by helping automate and report on what is necessary for us to keep recorded in CRM. The laborious tasks that team members hate dealing with can be taken care of by the Salesforce platform itself, causing less friction with management and 100% accurate reporting in CRM.

Salesforce helps me keep track of my progress as an employee and offers transparency as to what I can do to improve my processes and learn to succeed to higher degrees and frequencies.

Pricey, but worth it! Helps manage project and client progress and deadlines so you move forward.

Feb 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Very customizable! With a good admin, you can set up Salesforce to collect, display, and track exactly what your team needs to know, with customized levels of visibility and access. I've used Salesforce for healthcare clients all the way to public school clients - Salesforce helps make sure that any client or contract can go from a "potential" to a reality by helping keep track of communication, notes, deadlines, and where projects are stagnating.

For teams and execs who don't have time to drill down into the details, the ability to customize and create reports with graphics is fantastic. You can create a snapshot of where members of your sales teams are at (profit, conversions, potential money on the line, number of stalled projects, etc.) - a great tool for motivating your team and helping decide where to invest your energy.

If you don't have time to run reports every day, you can customize your home screen to automatically see the follow-up reminders, graphs, and data that's applicable to your position and your priorities.

Cons: Salesforce's customization options simultaneously can be its best and worst feature. If your admin doesn't set up required fields, report parameters, and access settings, Salesforce can be an absolute nightmare for everyone on the team. If something feels "clunky" or "broken," it's probably in your settings, and not in the software.

Overall: Salesforce really helps make sure that nothing slips between the cracks. It provides a single, organized location for everything from personal notes about potential clients, to the ability to track potential profit.

You can do a lot with Salesforce

Feb 09, 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: 9.0/10 Not
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Extremely
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Comments: You know when you interview someone and you ask them for their weakness and they turn a positive into a negative ("I'm a perfectionist!") Well, that is the issue with Salesforce. It is so configurable that you can get yourself into trouble! There are layers and layers of security and configurations - you get to choose how complex your org will be. How you set up objects and relationships will greatly impact on how you can later get out your data. Take the time to engage a Data Architect to review the design before you release to the hordes! And while yes, the data structure and reporting tool inhibit reporting and analytics, it collects the data relatively well. Best bet is to get a copy of your data and get it into a data warehouse or even a couple of simple reporting tables. Get your users used to using other tools for reporting whenever possible.

Pros: It is easy to get up and running with a very simple and basic sales/CRM configuration with Salesforce. Creating custom objects (tables) and fields is pretty simple and convenient. The platform also offers easy to use, off the shelf APIs that make integrating outside sources and systems pretty straightforward. And, if designed properly, it can scale and adapt fairly well. Extremely configurable and can ultimately do most things asked of it.

Cons: I have two issues with Salesforce. The first is the way it stores the data. Because it is an object oriented database, it stores more in columns than in rows. The User Interface is based on the structure of the objects and on the relationships of those objects. What ends up happening is that data starts to "spread" via triggers and workflows so it will be visible. Traditionally, there has been a lot of copying of data between Salesforce objects. The second issue is an extension of the first - Reporting. Reporting is inherently difficult to begin with because of the structure of the data. In order to create a report, a "report type" has to be created which pre-identifies the objects and fields. It makes ad-hoc reporting difficult and time consuming. But the reporting tool itself is clunky and difficult to use. To be clear, this is basic Salesforce reporting - not Einstein or Wave. You can't rename columns on the fly, can't create non aggregated calculations, and the user interface is just plain outdated.

Capterra loader

Salesforce is a very complex, intricate and versatile all-in-one CRM

Nov 16, 2017
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: What I like most about Salesforce is the capability of being an all-in-one CRM. In the insurance business, there is a very wide variety of details to track: client information, sales statistics, commissions, important dates, data from insurance carriers, and more. Salesforce has the ability to customize the fields so that we can keep track of as much information that we want to.

Another example of the versatility of Salesforce is that it can be used by all departments of a company. SeniorQuote has deployed Salesforce with our sales agents, case managers, finance department, administrators, marketing specialists and data analysts.

We have incorporated plug-ins with Salesforce to make it versatile for our needs. We were able to incorporate inContact with our Salesforce to have a built-in phone dialer for our agents. We also incorporated Marketo's automation software to have the ability to use digital marketing with the ease of a "click" while surveying our extensive database of leads.

We purchased additional support, which has been a huge help. Response time is good. I put in tickets for help which are answered anywhere between minutes after my request up to 24 hours. The assistance we receive is often stellar, and the representatives are very knowledgeable. The only quirk with them is they are sometimes in foreign countries and some instances I've dealt with people with poor communication skills.

Cons: What turns me off about Salesforce is the configuration. It could be pertinent to SeniorQuote, because we did not hire a licensed Salesforce administrator to configure and maintain our Salesforce account. After going through it without an administrator, I would highly recommend having one on staff (as appropriate to company size) Simply put: the more complicated or detailed your CRM will be, the higher the likelihood you will need an in-house administrator.

I have used Salesforce with three different companies and have witnessed the many problems that arise when you don't have someone who is an EXPERT at Salesforce to help you out. At the very least, I suggest buying the Additional Support.

Salesforce is a CRM platform that is an essential tool for my company, team, and bottom line.

Oct 12, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Salesforce is not only appealing to the eye but the page is full of images that gives you that feeling of productivity! Salesforce chose a great color in business.. BLUE, which indicates Salesforce to be a dependable, confident application. The role in which I work is that of an Asst. Office Manager and HR Representative and I love that Salesforce offers many facets that I utilize daily. Timeclock Online and Chatter are my most favored features (at the present time). Timeclock Online is user friendly and I am able to collect data on a dime! Chatter is a direct messenger but also time stamps and leaves a record that all can access and pick up where someone or a process was left. I could go on and on but I must mention the Free tutorials and the Community which keeps you abreast to the latest and greatest news. When I am having a challenging moment (brain fart) I can always rely on Salesforce support to assist and get the job done!

Cons: What I don't like about Salesforce is that it offers so much and I don't know it all (no fault of Salesforce). There are time we're I can get overwhelmed with different aspects of the application. More so a personal issue and not a Salesforce issue is that I am not the certified Salesforce user. When I first started utilizing Salesforce, it was a challenge to distinguish the purpose of the different consoles and their efficiency. Lastly, (at the present time) I regret that there is not an option, or one that I am aware of that would allow you to color code your tasks to help distinguish different tasks that are commonly performed daily. This of course is a personal preference.

Overall: We were able to streamline our internal process which has made our operations more efficient! We are able to easily set up new users and training is easier to relate but helps with consistency and best practices.

Great for organizing customer information. Integration into other systems could be improved

Aug 18, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: Overall, salesforce is a stronger tool for a sales team than a customer service team.

Pros: Salesforce is a great tool to keep track of customer information like contact details, communication history, and even a check box to identify difficult customers. By changing the titles of emails once they are saved, other co-workers can quickly see the status of an account. For instance, let's assume I have been emailing a customer to get an updated credit card number and they call a different co-worker to find out why the order has not shipped. That co-worker can easily do a search under the customer's name or company and with a glance see that I have trying to get new credit card information. They can immediately answer the customer. I also like that phone calls can be placed directly through salesforce. With integration into the company phone system, but logging in and hitting a button, your phone will call the customer. Also, the sales team can post - just like on facebook's wall - about their latest activities. This gives other teams the ability to see if there are any areas of concern or emphasis when they talk with that same customer.

Cons: There is a lack of customization that can make this out of the box solution a little unwieldy for individual companies. For example, each customer can only be associated with one email address. Therefore, if a customer sometimes emails you from their work email and sometimes from their home email, the conversations cannot be grouped under one person. Also, emails cannot be sent directly from salesforce.com. Instead, it integrates with MS Outlook. In my experience, that integration can sometimes have issues where emails are not saved on salesforce. Also, the user has to go back into salesforce after sending the email to add information and change the subject to be more easily searchable by colleagues.

Salesforce is a full-featured CRM software for all types of businesses. With Salesforce Small Busine

Jun 23, 2017
4/5
Overall

5 / 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: Firstly, there is little to no risk when using Salesforce. Due to its low acquiring costs and low-risk management as an organization tool, there is very little to lose and a lot to benefit from.

The database that Salesforce uses is also helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company.

Salesforce and good customer service comes hand in hand. It allows customization of profiles for individual customers as well as quick, organized access to individual records

There is also no need to purchase software and hardware systems to help maintain and keep the application running. Therefore, unlike most software, Salesforce requires no capital investment.

The integrated solutions allow users to work more efficiently and increase the value of each part of the customer life cycle. Moreover, Saleforce analytics and its reporting function gives its users the ability to expand their campaign capacity. As a result, overall productivity can be increased and profit can be maximized.

Since Salesforce is an application and no software is required, there is no need for constant updates as Salesforce will update automatically.

Cons: At times, there can be too much customization and the interface can be filled with cumbersome and tedious tools which can be seen as repetitive or distracting.

Some users face difficulties in the transition between transactions. Some have to go through multiple screens to process transactions.

Salesforce has its own maintenance schedule since runs on its own cloud server. As a result, there are times that the application will not be accessible.

Users can also lose a personal touch as in the process of automation

Salesforce contains barriers to adoption. This means that even though Salesforce is cheap, the cost to integrate the application and redesigning their IT to incorporate it into a company is not the same as the cost of acquiring Salesforce. It is possible that the cost of integrating it can exceed the costs of the software itself.

Overall: Firstly, there is little to no risk when using Salesforce. Due to its low acquiring costs and low-risk management as an organization tool, there is very little to lose and a lot to benefit from.

The database that Salesforce uses is also helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company.

Just Short of 5 Stars

Dec 05, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: The level of customization available through the UI without needing any coding/dev work

Cons: Price

Overall: I titled this review the way I did because Salesforce really is just short of 5 stars. It is essentially a sandbox in which you can build and build to your heart's content. It offers a level of customization that I have not seen in any other software to the point that you can easily get lost if you don't know what you're looking to accomplish. And regardless of how efficiently you build something, you'll always find a more efficient way to do it the deeper you dig into the system. The community and app store are impressively expansive and growing by the minute. Dreamforce, the annual Salesforce conference in San Francisco is a wonderfully unique experience and I'm thrilled to have had the opportunity to go. It's not every day that a work conference feels like a vacation.

So what causes Salesforce to stop just short of 5 stars? It's the little things. There are small bits of functionality that one might consider standard in modern software that just isn't there. For example: while there are queues and public groups that are made up of Users, you cannot add Users to multiple groups at one time, say when first creating a User. Instead, one must go into the setup of each queue or group and add the user there. Not major but noticeable.

Another example is with the list views in Service Cloud. It offers wonderful customization in the sense that you can add any field to the object to your list view, create buttons to take any number of actions from your list view, and add filter logic to fully tailor your list view as needed. However, you cannot currently export that list view into a CSV or Excel file. Instead, you either have to copy and paste the "printable view" into an Excel file or build a copy of your list view as a report. Again, not a major hindrance by any means but still a rather simple function that is inexplicably excluded.

It is certainly pricey so there's always that consideration there. However, if you have the resources available, it is certainly worth the investment to have a fully scalable solution for all of your marketing, sales, service, and analytics needs. Despite the existence of Microsoft Dynamics, I would say that in terms of community, education resources, and development potential, Salesforce is the CRM equivalent of the Windows operating systems.

Recommendations to other buyers: If you can get past the price, do it.

If you are a startup, keep looking. Think twice if you have 15-20 sales rep

Sep 18, 2015
4/5
Overall

4 / 5
Ease of Use

4 / 5
Customer Support

4 / 5
Value for Money

Comments: Even though I wasn't part of the selection of the application, I must admit it is a great software, but mostly because the experience that has built into. Accounts, Contacts, Opportunities are the basic pilars of every Sales process, and the information you can manage with it gives you a lot to track sales and team performance. It takes time to train and configure it and that's why I would not recommend it for a startup (besides the cost). We wanted to have a software that could help us manage the sales process and be able to help our sales and provide information to the management, and we could get that with Salesforce.

Pros: The experience that the software has embedded in the features and the ability to configure and adapt it to our processes. One example of this is how they map the selling cycle: Campaigns, Leads, Contacts, Accounts, Opportunities, Contracts. About features, the reporting that they have, even if with our version is limited, it's one of the most powerful I know. And you can complement it using other software such as Dataloader.io Another thing that we use a lot is the ability to create workflows. Pro Edition only have that for Contracts, but the ability to combine different objects with processes is very powerful. Another thing is the app market that they have, hence the development model and integration features they have. Even if you have a limited version such as ours, you can always extend the functionality using other apps.

Cons: I would say that what I like least of it is their licensing model. Since they are so big, everything costs a lot, and the way they modularized the system sometimes just doesn't make sense. For example, the Professional Edition includes the ability to create forecasts out of the Opportunity pipeline, but it requires the ability to configure permissions and user profiles that you can't do with that edition! After long hours talking to the support, they told me that the only way to do it is to go Enterprise, which costs the double. Another thing that for a new user, and being exposed to several other application, the UI hurts your eyes. But here is a fact: Salesforce is used for thousands of companies for a very long time, so changing anything in the UI would cost millions to companies in training. At least that is what they say, and I believe it.

Salesforce is excellent piece of software but has a steep learning curve.

Jun 11, 2018
4/5
Overall

2 / 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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Extremely
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Pros: This software is great at displaying information about customers accounts and having it set up so multiple departments in my company can all work at them in different ways with out conflicting with one another. It is very detailed in the information that it displays. Everything is time stamped and is displayed with the users that edit it. Salesforce integrates very well with the other proprietary software we use. It also is very easy to search within Salesforce for more information. for example, It does not matter if you search "Street" or "St." when searching for a customers account you will still find the same information in the search. I like how easy it is to upload documents to Salesforce. I can do it from my computer at work and do it in all of the different categories that our company uses for the different documents we use. After uploading them you can also edit the title and the category at any time from within the list of attachments.

Cons: There are some things I dislike about this program. For example, attachments populate with customers names in the title, but if you attach a document that has a symbol in the name like Mc'Mullin then the attachment on will upload corrupted and you wont be able to download or open them until its uploaded without any symbols. The attachment queue often gets backed up and it may take a few hours for contracts to be uploaded to the account. Though it is excellent at displaying a lot of information it displays it over multiple pages. It is often very difficult for new employees to figure out where all this information is located and can take several months for them to become proficient and find information on their own.

Overall: Lots of information and easy to find accounts. The benefit of finding lots of detailed information about customers and the process of their accounts.

Salesforce Customer Service

Aug 06, 2018
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

1 / 5
Customer Support

2 / 5
Value for Money

Pros: The software provides excellent end to end sales support from initial leads to closing sales and managing the full process during production. If you take the time to set everything up from the start in the right way it will pay dividends in the future. There are too many best features to pick out but the powerful reporting is excellent.

Cons: The downside to Salesforce is the cost and lack of 'any' customer service once you have signed up. In fact, I would say that this company has provided one of the worst experiences I have had in 18 years of running my business. Having agreed a 5 year contract with them I wanted to add 2 additional users as my team grew. Once signed nobody received any notification to say this was now set up and ready to activate. Not an email, phone call or anything. Two months later I started to receive very demanding emails for late payment of an invoice. I spoke with an account manager who told me that I had to pay for the additional users whether they had been set up or not. I explained that I hadn't been shown how to do that or even told that they had been activated. I was told that was not heir problem. I have since received no further correspondence despite being told they are looking into it. Salesforce has now been switched off for ALL our users even though all other users are paid up to date and I am still awaiting a response from the accounts team at Salesforce. I was finally given access instructions on 20th July 2018, but Salesforce are demanding payment from May. If I was looking into a CRM again I would avoid Salesforce altogether and use another CRM simply due to their shocking customer service. Big corporate company with no time for small businesses!

Overall: Sales CRM system provided by a large corporate company that doesn't care about its customers. I would never recommend this company and suggest they are avoided wherever possible.

A Fantastic CRM Tool That is Built for Scale

Apr 07, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Salesforce is a fantastic and ever-expanding tool that helps businesses track important customer insights. Sales teams can create complex data management that enables them to better clarify leads, follow up on opportunities, and show the proper channels where sales dollars come from. Salesforce is highly collaborative and works well for teams both large and small. Contact management works well both for both internal partners and external customers. Salesforce is also highly customizable. One can set up Salesforce in a way that best fits the organization expectations and goals. Finally, the tool offers a lot of flexibility with regards setting up API's and integrations for utilizing other popular business tools. Salesforce does a lot of really great things to keep businesses moving forward.

Cons: I think the largest cons of Salesforce can be for smaller businesses. Typically, Salesforce is a rather expensive application per user. Additionally, due to the complexity, many small organization may not have the overall budget to dedicate to a Salesforce power user. The application itself is very expansive and requires a lot of onboarding and training in order to truly master the platform. Therefore, I would say that Salesforce is perfect for large operations - but I would be wary of the costs for smaller businesses.

Overall: There has been a large effort to bring Salesforce training into the forefront of our company's training goals. We have really invested significant resources into developing the tools and training plan for pushing the knowledge base to our admin employees. So far, I have really enjoyed the ability to navigate to team dashboards, track leads, and expenses. The application has been a great place to connect and share information as well. Tools like Salesforce chatter allow individuals across the world to collaborate and socialize within the app itself. Overall, my experience has been largely positive!

Capterra loader

Salesforce for a Global Education Organziation

Feb 05, 2019
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
Likely
Extremely
Likely

Pros: - The system acts as an excellent contact management database that allows one to quickly sort, group, and manage different stakeholders and organizations.

- Service Console provides an easy global solution to transfer customer concerns to the appropriate individual or teams.

- Reporting features are used to provide consistent updates regarding our events, customer service, and travel.

Cons: - Improved version histories could help prevent miscommunication or revert undesired changes

- It was difficult to implement across our offices around the globe, and we've had some difficulties in ensuring that all offices are using the tools in the same way.

- Over-customization makes can make integration with other systems more difficult or impossible.

Overall: We use Salesforce to plan and organize our accounts, events, external partners, and record keeping. We additionally use the system to act as the primary contact database for our global organization. Lately, we have implemented the service console to also use Salesforce as our primary customer response tool and to automate certain consistent financial transactions used by our business. Salesforce is the industry benchmark for contact management systems for Nonprofits. It's a wonderful tool to be able to manage work, travel, finance, reporting, and contacts for global organizations and national organizations. A diverse and malleable tool, excellent Salesforce administrators can turn this system into the most important tool your organization has. However, you will want to ensure global understanding of the use of various fields and explore the possibility of integrating systems like Oracle prior to over customizing your Salesforce instance.

Capterra loader

Saleforce is very effective and efficient way of keeping track of clients, leads, and customers.

Jul 09, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 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: I have been in sales for over 8 years and used many different sales software programs. Salesforce was by far my favorite and the most efficient one of them all.

You can set up reminders to call leads at certain dates or a recurring amount. When your company uses it you can track everybody's sales and customers through it. It has a social media aspect to it by being able to tag co-workers with task and different clients.

The filtering process was effective on how you can view the different leads. The company I worked for was the entire US and each person had different regions. You can filter it from different locations, companies, types of account, etc...

When using it on the phone you can click on the number of someone and the phone pops up with the number dialed. You can link your email to this and have it auto populate the email with the account as well.

When you call on the leads it is easy to add the notes relevant to your phone call or site visit. Easily look at everyone's activity as well when you need to.

Cons: There is not many complaints at all about Salesforce except it would be nice to have some better automation with the app and tracking. For example if you called a lead from the app it would be nice to auto track the time you called the lead.

It would also be nice to see a little more customization on your individual dashboard as well. You can customize many aspects of Salesforce except for it is limited on dashboard and everyday use.

Other than those few things I can't think of much that would make it a better tool for sales people.

SalesForce

Nov 03, 2016
5/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: The possibilities because the platform is agile and adaptable. Also, the real-time data and robust reporting is wonderful. Training is awesome, but an investment in terms of time and money. Resources like the Power of Us Hub and different communities for troubleshooting.

Cons: Takes more money than you would initially think. Need to account for training, implementation costs (this is significant). Need to be ready to make a culture change which depending on the organization one can be ready for or not. This is NOT a solution for a very small organization with high turnover in staff, but a better solution for stable mid-size to large organizations.

Also, not the easiest to use. They do tout that it's based on clicks not code which is great, but you do need to have a strong system admin who is willing to invest time to learning and is very detail oriented and can learn on the job if not already tech savvy. Get ready for a steep learning curve.

Overall: This is an extremely agile platform that can adapt and grow as you grow. Training is phenomenal, but an investment in terms of time and money. The system can be used to manage programs and work processes, but get ready to invest a lot of money to customize and implement this system at the beginning -- usually through third party implementation partners. It is NOT a plug and play product and one should count on customization. Definitely need to also grow and develop the person who will be the system administrator which also is an investment of time and money. Expect too some change management because it forces an organization to re-examine business processes and to adjust one's culture to being more transparent and accountable as well as dedicated to keeping data clean and real-time. This is a painful process. Still seeing if this is a worthy investment because only time will tell, but optimistic about the possibilities which are endless. Customer support has a price tag. For us, we are not paying that price tag, but using resources available to us.

SFDC for an Organizations Backend Software and Data Management

Dec 28, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: I find Salesforce.com to be a great software for monitoring accounts, contacts and all other relevant data. For anyone in sales and marketing or data order entry this tool is PERFECT for you. In my case it was an add-on with a CMS tool for web development purposes but with the cross over to accounts + contacts for members of the sites I built it was great to use the features and tools necessary to get the job done. it does require some training if you have NO experience with it or any similar software in nature. However once you a grasp and the basic foundation to use it, it'll be such a huge help and asset for your daily management in a professional or corporate work setting. I know the sales people at my company and my previous employer used this extensively and hear many great things based on their feedback.

Cons: Because of the great value of Salesforce.com having so many features and functionality to help you, it can get very detailed and granular that requires so much more technical knowledge for someone who may not have that aptitude to go into every detail. It can get a bit complex however if you're involved more on the backend and software side vs general use engaging with customers, then the super detailed complex technical features are not a 'con' at all; rather an asset for that particular role vs a traditional sales or customer service agent in my honest opinion reviewing this.

Using Salesforce makes work FUN

May 04, 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: 9.0/10 Not
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Pros: The best part about Salesforce is how customizable the software is, even for someone like myself who doesn't have a background in development. No matter what your business processes are, Salesforce has a way to morph into exactly what your organization needs.

Not only is it highly customizable, but extremely personalized as well. Every user can have their own tailored and customized experience that works best for them.

Cons: Salesforce can do anything, but it isn't cheap. Sometimes you go to do something and realize if you want to do it correctly, you have to pay for an add-on or pay for a different type of user license to unlock that feature set in the system.

It's a tough pricing model for small businesses. Larger organizations probably don't hesitate to make decisions like that because it's well worth it.

The other 'downside' is that Salesforce is so complex that you need to have a dedicated person or multiple people trained on the system. It takes resources to administrate a complex system for a decent-sized company.

Overall: We can easily run multiple business out of one Salesforce instance.....we have a parent company that does software consulting and then a child company that is a software publisher, and it's easy to manage accounts/contacts/opportunities/projects/the entire sales process for both in Salesforce.

Also easy to manage partners/resellers.

Salesforce saves us a lot of time with all of the process automation. Repetitive processes and tasks can easily be turned into flows. Saves all of our users so much time.

SF has some incredible features and functionalities, but there are a number of hoops to jump through!

Dec 12, 2017
4/5
Overall

3 / 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: Overall, I like Salesforce because I know it very well; however, if you are "shiny" new to CRM systems and development, I must say that Salesforce might not be the best "bang for your buck". Furthermore, if you are in the industrial and/or rental industry, SF requires an EXTREME amount of customization to tailor to business needs.

Pros: SF persists with continuous improvements/upgrades AND shared/voted "ideas" are regarded which is very positive; the user interface is fairly friendly and easy to use (based on the way you've structured your org); Process Builder is an incredible function within SF that was launched fairly recently - this was a game changer because it allows you to put developer-like functions in place WITHOUT coding

Cons: Hands-on, org-specific support is limited, if not, nonexistent - which can be frustrating when you cannot find your issue/problem via googling it; some of the limits on objects and fields prove VERY frustrated and unnecessary; SF1 (SF's mobile app) seems to be headed in the right direction, but as of now, most custom features and functionalities are VERY limited to the browser which is not helpful when you have a sales team constantly on the road - yes, they have a mobile app and it's promoted as free, but keep these restrictions in mind! Third Party Apps are less a convenience or helpful add-on and more of a necessity when using Salesforce - strictly sticking to the out-of-the-box org is VERY trying so keep this in mind in regards to your budget!

I use Salesforce to import and record activities on leads as well as create and log opportunities.

Feb 28, 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: 8.0/10 Not
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Pros: It is essential to our business. After going through a long training process the tool becomes second nature. The ability to log activities and data is great. There are countless features of the tool that I only know a fraction of. Running reports and exploring previous activities has been super beneficial to keeping in touch with old leads. Creating list and account views to have all of your information in one place is also very helpful. Searching for leads and accounts is very easy and accessible and quick to find. The dashboard tool is also useful it lets you know up to the minute how you are performing against your quota for the week/month/quarter.

Cons: Due to the size and features of Salesforce sometimes things can get a bit confusing. Learning how to use the tool and being comfortable using it takes a lot of time. Sometimes running reports and account/lead views can be confusing when fields are not filled out correctly and I need assistance from Sales Ops. The tool isn't super user friendly at times and can be slow to load. There are also time that logging activities will not save and you have to start all over which can be frustrating.

Overall: Tracking activities and results as well as where I stand against quota is very helpful. The ability to look at older activities and reports also helps as a reference point in new conversations. The customizable features are also very cool. Creating the most efficient work flow is much easier that way.

Capterra loader

Excellent CRM for Sales and Marketing Teams!

Jul 04, 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: 9.0/10 Not
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Pros: Salesforce is an industry standard and must have for most medium to enterprise companies. As a Field Marketing Manager I use Salesforce to track Marketing Qualified Leads and ensure the Sales Team is following up with the leads my marketing campaigns and events produce. I have used multiple marketing tools that integrate into Salesforce and the installation was fairly straight forward. I would not say I am power user of Salesforce but I know the basics. You will need a salesforce consultant or a developer to help with your organization with custom dashboards, report building and the initial setup - which can be very expensive depending on how much customization you require. Salesforce can be a great tool for businesses if you make sure all the data is clean and consistent. Make data fields mandatory for your Sales Team!

Cons: It can be complicated to learn and understand the functionality. You will need someone who knows what they are doing if you want customization. The licensing model can be expensive depending on how many seats you have. Also the Inside Sales Reps are relentless and constantly calling to try to sale you on Pardot (Marketing automation Salesforce acquired). So get ready for lots of sales calls for upgrades!

Overall: Lead Tracking and Marketing Campaign Results! Great way for Marketing and Sales teams to work together to close deals and report on wins!

Great Out of the Box Platform - Expensive for Custom Solutions

Jan 05, 2017
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: This is a very powerful tool and has many options for usage much like SAP. Awesome relationship style connections that allow keeping everybody in the loop. Easy for end users to use.

Cons: Difficult to implement the way you want the software to work. Costs a lot of money and time for customizations.

Overall: The software is great for coordination, tracking activity, tracking leads, reminders for follow-ups, and most everything you would ever want from a CRM. The platform is very expensive to use all the features that are typically in a homegrown system or a design from the ground up.

Salesforce does not work with you on implementing customization rather they rely on recommended third party contractors for this work. This is costly and can cause problems with implementation. Salesforce does not fully support the contractor, meaning that Salesforce is completely out of the loop on happenings with you and your contractor.

Being out of the box, you will have to customize the product as you need. There is a learning how to customize, so the more familiarity with database work the easier. However, some of the easier customizations are intuitive. Be careful, the less you pay, the less flexibility you will have.

The smaller the company the more expensive this tool will be without somebody on staff who knows the ins and outs of the software. Overall the software is a really powerful tool that can help improve your sales performance. Just know up front that you will spend a lot of time and resources on getting the product to be what you need.

Recommendations to other buyers: Beware that Salesforce does not help you customize. You will need to work with a 3rd party contractor and we are on our 3rd contractor in 2 years.

My experience with Salesforce

Aug 28, 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: 9.0/10 Not
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Pros: I was introduced to Salesforce in 2012 when I was hired as the Director of Students Services. I was able to record a valuable amount of information on each and every student. I was able to record, their classes, grades, attendance. I was even able to keep track of their class progress. This system generates emails, and mass text messages. As far as communication it was an excellent resource tool. We had a saying at the college, " If it's not in Saleforce, it didn't happen". You could write notes on each and every student, and those who had access was able to see what was pertaining to the student , a class, or even a personal issue. It kept track of dates, and times, and had an excellent reminder application. I was at this college for 8 years, and then transferred to Las Vegas, Nevada, the best part is they were using Salesforce as well so it was an extremely easy transition. Excellent software .

Cons: In order for the new staff or Professors to use it, they had to go through training, and if they were not Saleforce familiar it was not as likely that the important information would be recorded. So we didn't have have valuable information.

Overall: Tracking the student progress; such as grades, attendance, classes in the future, classes they failed and the comments from Professors as to why. It was very beneficial and valuable as to the success in running the college campus.

Our business uses this software mainly for finding new business opportunities.

Feb 15, 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: Our business department uses this software because of the opportunities using the software's Opportunity Management. Get a full view of the customer, such as activity history, communications, discussions, and social mentions using the Contact Management. Tracking deals and looking for competitive information is easier with the Sales Collaboration module. Likewise, the Sales Performance Management lets you set metrics-based goals and amplify winning performances of sales reps to motivate a healthy competition in the team.

it also offers many more useful features such as track clicks, create campaigns, and automate the whole process to generate quality leads and cut the sales cycle. The Lead Management, Marketing Automation, Sales Data, and Partner Management apps allow you to create a systematic pipeline from lead to conversion.

it will accelerate production on the field or at the office. Log calls, reply to hot leads, or work opportunities in real time.

Cons: Like any software it has its own quirks. Sometimes you have to go through multiple steps to get to the screen you want to use.

Overall: Get insights like opportunities using the software's Opportunity Management. Get a full view of the customer, such as activity history, communications, discussions, and social mentions using the Contact Management. Tracking deals and looking for competitive information is easier with the Sales Collaboration module. Likewise, the Sales Performance Management lets you set metrics-based goals and amplify winning performances of sales reps to motivate a healthy competition in the team.

One of the most configurable and customizable CRMs on the market

Aug 08, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money

Pros: Trailhead is a very comprehensive training resource for learning just about anything within the Salesforce platform. It makes it easy for anyone to be come an admin.

Cons: Sometimes the lack of basic functionality features, or alternatively the imposed rigidness of certain facets of the system for seemingly arbitrary reasons, are incredibly frustrating for administrators. Seems like every other day I have to find a workaround for something that Salesforce shit the bed on and/or will not address when it is presented to them.

Salesforce is kind of like ordering a pepperoni pizza, and when you receive it, it looks amazing and perfect. However, when you try to pull off one of the pepperonis, you notice that they are actually made of plastic, and are impossible to be removed from the pizza. When asking on the forums how to remove the pepperonis, you see a whole slew of other customers wondering the same thing, all at a loss. When asking Salesforce why plastic pepperonis were put on the pizza and integrated so deeply that you cannot remove them, you get either no response, or false promises to add real pepperonis to the pizza in the future (i.e. 10 years later, still "Under Review"). In the meantime, you're left to either carefully try to eat around the inedible pepperonis, or make your own pizza. That's is, after already paying for a very expensive, very unsatisfying pizza.

A value that nonprofits can't afford to pass up

Feb 19, 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: 9.0/10 Not
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Comments: Salesforce is the premiere platform for customer relationship management in business, but it's a tool that can be adapted to so many other industries and workflows. Using Salesforce.org (formerly Salesforce Foundation) in your nonprofit could completely change the way you approach constituent management. By using custom fields, data sets, and workflows, this software designed for business can completely replace other constituent management tools that are built from the ground up for nonprofits. And because the base software platform is provided at no cost to qualifying organizations, the value is incredible.

Pros: Salesforce is incredibly flexible and expandable and can serve almost any purpose you can think up for it. The Salesforce AppExchange means you can make your Salesforce.org platform do just about anything, usually at a very nominal cost. Combining all of your workflow and constituent management functions into one platform means less overhead and potential data leakage.

Cons: With all the available functions, the interface can take a bit of getting used to. And with untrained employees or volunteers using the platform, data can get entered in unexpected or inefficient ways. Nonprofits looking to integrate Salesforce would greatly benefit from training and a dedicated platform administrator.

Recommendations to other buyers: Implementing Salesforce will be an incredible asset to your organization if you take the time and effort needed to set it up correctly for how your nonprofit works and make sure all the relevant staff is trained on how to use it properly and how to make their work more efficient with it. Don't assume just signing a contract is going to make things better magically. Offset the cost of a software platform with robust rollout and guidance.

Salesforce has proven effective and useful. I feel like the power is well, however.

Jan 11, 2018
4/5
Overall

3 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Its UI is very straightforward. Cming from a place where we use it more for contact management and not so much sales specifically, the interaction between part of the program is very good. Navigation and highlighting needed components and effort from users is well done. You can get the use to do what you need to do.

Running the background processes becomes a bit clumsy at times. If you walk into it knowing a little about the way software works, you can be dangerous in both a good and bad way. This is a PRO if you know enough to know you know nothing. Take the time to re-learn and ask plenty of questions. You can do a lunatic amount of things with automation and make life easy.

In addition, there's been enough history that someone has asked every question once. You just need to find a way to get to it. Barring that, getting responses from the SFDC help staff is very good.

Cons: Running the background processes becomes a bit clumsy at times. If you walk into it knowing a little about the way software works, you can be dangerous in both a good and bad way. This is a CON if you think you know something or there's some edge case that's hard to define.

I personally find that things aren't generally intuitive. I don't really knock SFDC for this though as the variety of things you can do make it difficult to keep everything really tight.

Pre-requisites... my oh my make sure your sand-people are in a single file. Trying to retcon something is a red nightmare.

Also, and maybe I'm cheap... but licensing is crazy-expensive in my opinion.

Overall: Power and flexibility. Customization and control. Everything you'd want in a faux database.

Capterra loader

Tremendously powerful and constantly improving

Aug 02, 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: Salesforce is an incredibly powerful platform that can provide an incredible amount of data about a specific person to an organization, which can enable the organization to deliver highly personalized and relevant information about this individual. This information can be used to make for an incredible B2C experience to meet the customer's needs. One of the aspects of the software is that it is constantly being improved and refined with an eye on the future that is easy to see. Status quo is not part of their business model.

Cons: My two biggest hesitations with Salesforce is the price tag associated with the services and the support. I understand that innovation and leading the industry takes a large investment, but I think possibly including some additional features for companies at no additional cost would be beneficial for more companies and make it more appealing. Filing support cases while easy to do, often times leads to no real solution other than coming to the conclusion days later that there is an issue and that Support can't help, but to talk to your account reps. More solutions are found online in my experience.

Overall: I am working to more fully realize the specific needs and behaviors of our customers and Salesforce is integral in helping provide me with a 360 degree view of them on an individual level to deliver a highly personalized experience for them.

Salesforce is an awesome place for tracking tickets and holding information for accounts we manage.

Nov 21, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We use Salesforce for an abundant amount of things at my workplace, mainly for help tickets submitted for our software users. Instructure has customized a lot of what we see in Salesforce (views, queues, etc.). Working in a software support position where all tickets are managed through Salesforce, the customizable options make a world of difference in making our agents jobs easier. It's easy to navigate and intuitive.

Cons: As a supervisor over a support team, I handle a lot of requests regarding the routing of tickets and how or why tickets route the way they do. I do still have a lot of confusion about the way tickets are routed but I believe that mainly has to do with the setting for each account we have in Salesforce. There is a learning curve but I just started in this position and have a lot to learn regarding the behaviors in Salesforce. We have a Salesforce Trailhead admin expert that is my go to for all Salesforce questions and he can pretty much resolve every issue that comes up for me. For the most part I find Salesforce very user friendly and intuitive but again, there is always going to new things I can learn to utilize it better.

Overall: We use Salesforce for an abundant amount of things at my workplace, mainly for help tickets submitted for our software users. Instructure has customized a lot of what we see in Salesforce (views, queues, etc.). Working in a software support position where all tickets are managed through Salesforce, the customizable options make a world of difference in making our agents jobs easier. It's easy to navigate and intuitive.

Capterra loader

Salesforce is the granddaddy CRM tool of them all

Dec 08, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I thought about the pros before writing this review. Honestly, there's so many it's hard for me to pick my favorite ones. However, since it's a review, I should comment about some of the ones that have made a profound impact on our sales organization.

1. It integrates with nearly every other third-party product. For example, on one project I served on for a software company, we needed to embed our Salesforce data inside Confluence. Bingo, piece of cake.

2. Data management is simple. You don't need to be an SQL power user. We even have trainees in our account on their first week managing parts of our data groups.

3. Syncing between Salesforce and other systems is instant. Got to love one-button solutions.

4. Customer profile updates are a breeze. Since we're a sales organization, it's vital we document every shred of customer contact to move sales forward.

Cons: The cons are only limited to user knowledge. If you're new to Salesforce, take time to get proper training. We took our learning path slowly before diving in head first. It helped us understand the functions much better than using trial and error.

Overall: We benefit by using Salesforce by documenting and managing all of our customer leads in real-time. It's so easy to use and once your team is on board, they will love it.

Salesforce for Non-Profit rocks

Dec 08, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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Pros: SFDC is good for those who are not technical, as it is so easy to add functionality without being an IT expert. Every time we have a problem these days, I just figure out a way to create a solution using SFDC. If I don't know how to do something, I just google my question. There is so much help in the cloud about SFDC. And those who use it are generous in helping new users. Even though it is easy for non-IT staff to use, it also provides a platform for those who are well versed in IT. It is very easy to administer, but it has the power to do very complex workflow and analytics when/if needed. It is built with scalability at the forefront. We wanted something we could grow into instead of having to switch everything over down the road. Any kind of moving is a pain in that there's always something that seems to get lost in the process. Salesforce is ultimately what you make it. If you need it to be small at the moment, you can make it small and have it grow as you grow! Salesforce allows for the ultimate customization. Create your dashboards, your fields, your reports, and your formulas. Customize your Projects, Milestones, Tasks, etc. to fit exactly what you need. There are also heaps of free or low cost third-party apps that integrate with the functionality of Salesforce and take it even further. One of the biggest benefits has been being able to keep track of due dates for grant applications, as well as the milestones and tasks within a project. It is an efficient way to keep your activities organized. It turned one of my assistants who made a lot of mistakes into someone who no longer makes mistakes. She can track everything. I love it being in the cloud; it's easy to access from anywhere. It's awesome, and it's not slow because of being in the cloud either.

Cons: There are no keyboard shortcuts for lookups. You have to click buttons for everything.

Recommendations to other buyers: Although you don't need IT skills, you do need someone who is logical and methodical in order to customize it effectively. It is worth using the trial to see if it is right for you. We did that, and within 2-3 days, I was wildly excited about SFDC!

Capterra loader

CRM at it's finest!

Jul 10, 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: 10.0/10 Not
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Pros: We used SalesForce as the CRM of choice of our third-party vendor (SaaS). At first, we had some difficulty navigating the interface, but after a short while the look and feel made sense.

Our first use case is for the Support Ticketing. I loved the fact that you can modify the fields you want to include, it also has a robust reporting tool and the notifications that work for all stakeholders involved.

The logging system is great, in that it keeps all the reporting logs we needed.

Salesforce seems to me a more mature CRM software. We've tested other CRMs in the market (both free and paid, closed and open source), but it seems that we found Salesforce to be fully feature-packed. It has a 30-day free trial just in case you're hesistant about it.

Cons: The setup (for our own local use case) was rather daunting, due to the complexity of our business model. Maybe because it has too many features, and the sales team just keeps on bombarding us with what it can do. There are other 'lighter' CRMs available in the market.

Overall: We loved the feature-packed CRM platform provided to us by Salesforce. Its reporting tool and dashboard is very robust, intuitive, and easy-to-use. You may just need to be patient with the initial setup which can be cumbersome, but after that... boy it just works!

Salesforce is the gold standard CRM

May 17, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The customizability, integration support, and user community. Almost anything is possible with Salesforce, and it's easy to find out when something is not by reviewing the documentation and message and idea boards. As a company, they're very accountable and transparent about ideas that come from the community that are being taken into consideration for future releases and features that are under development. Best of all is the support you get from other users. As a new user, you can get help setting up anything you could possibly imagine by posting in the Salesforce Success Community.

Cons: A lot of feature development is driven by their biggest customers, large corporate users, which is totally understandable but can be hard when you have different needs (as a small non-profit, for example). That said, the customizability and user community definitely help counteract this. Because of the scale of the user community and the ease of integration with other systems, you can also expect a lot of sales calls and emails from third-party apps as soon as you become a user.

Overall: Being able to set up a system of record exactly as you like it with automation, integration, and customizable user permissions is invaluable for any company in saving time, increasing efficiency, and generating more and higher-quality leads.

I have been using Salesforce for many years and cannot believe how quickly it has advanced

Jul 18, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Salesforce's deep functionality crossed with a fairly intuitive and modern UI make it clear why it's such a dominant competitor in the CRM field. I believe its reporting capability is better than almost any business system I've used (simple drag-and-drop interface, many table and graph options that are easy to set up and use, and you can report on SO much) but of course its massive flexibility thanks to its custom objects and Force.com platform (Apex, Visualforce, Flow, SOQL, etc.) put it well ahead of most business systems.

The new mobile approach has been great too. Lightning is pretty phenomenal.

Cons: The cost is definitely high and it has become rather cumbersome overall. There are just so many features with similar names, so many ways to do things, that it has become a bit of a monster.

I also feel like the UI is slowly getting overloaded with so much functionality. There's no easy solution here but Salesforce really needs to become more simple in many regards (administrator/setup menus, user management, layout and object configuration are all buried within so many sub-menus).

Overall: A highly flexible and automate-able suite that can be adapted to do just about anything. It has made tracking Sales trends, reporting on our data, and otherwise running the business easier than ever.

Capterra loader

Salesforce

Feb 03, 2019
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Likely

Pros: Customer Relations Management. That is the best way to describe Salesforce. With it we're able to use the best apps and teaching tools in one suite for our customers and employees. It is relatively secure and the apps are conveniently held in one suite. It does have easy navigation and from a Lead position it is nice to direct employees to Salesforce (SF) for both learning tools and apps for customer management. Salesforce is the go-to program to get the job done. Its the first thing I open at work and the last thing I close. Our company relies heavily on the program.

Cons: The worst thing I dislike about this software is the crashing. Admittedly we have over 50,000 employees working within this program on any given day from the corporate office to the work-at-home agents. That being said agents spend a considerable amount of time rebooting and contacting tech support due to crashes. When it is up and running there is nothing bad to be said about it. Its just a good tool that makes it easy to find what you need when you need it. However, Salesforce does crash and crash alot. While there is enough blame to go around (our sheer numbers of users and their instability) I am hoping there will be stability updates coming soon.

User-Friendly and Intuitive CRM Platform

Nov 14, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: Our company has been using Salesforce.com for quite some time now, it has worked wonders for our business -- particularly given that we are spread out over several locations, this helps us all communicate as a single team in an efficient and user-friendly intuitive way. Also very useful that it can be integrated with Outlook and that it comes with tons of addons and connectors to create a really consistent experience across the different platforms we use.

Pros: -Constantly improving, with software updates and releases 3 times a year -Huge support community -Integrates with tons of other software and has massive capabilities for the complete business on multiple facets -Ease of use and automated functions and integrations make the workflow fast, easy, and with very few touchpoints -With improvements still to come in the fields of AI and ever-expanding list of integrations, it is only getting better with time! -Can access from anywhere at any time as the platform is entirely cloud-based and includes a full functional mobile app! -Fully customizable, you can create custom tabs, fields, apps - the whole thing can be pinched and pulled to work for you!

Cons: -Reliance on internet access can make it tricky with businesses with unreliable internet service -Takes a little getting used to, there are just so many things it can do when fully unleashed that it can be a little difficult to learn at first, but they do have a full online experience for independent training, the Trailhead.