Salesforce products are among the most recognized tools on the software market. They feature in Capterra Shortlist rankings of high-performing products for multiple software categories. However, a portfolio of 47 products and counting makes it tough to decide which Salesforce software would best suit your business goals. For instance, how do you choose between two products with similar functionality? Which would fit best with your existing tech stack? What are software reviewers saying?
To help you answer these questions and identify the best Salesforce software for your needs, we delved into our proprietary reviews data and research to show what software buyers think about Salesforce products, what each product has to offer, and how they might differ.*
Salesforce, Inc. is an American cloud-based software company that offers customer relationship management (CRM), sales, customer service, marketing automation, eCommerce, and analytics software solutions. Its headquarters is in San Francisco, California.
Founded: February 1999
Founders: Marc Benioff, Parker Harris, Frank Dominguez, and Dave Moellenhoff
Customer base: More than 1,50,000 companies in over 150 countries
Revenue: $31.4 billion in FY 2023
Source: Salesforce.com
What is Salesforce?
Salesforce provides enterprise applications focused on CRM, customer service, marketing automation, analytics, and application development. Its products cater to various business functions, helping individuals, small and midsize businesses, and large enterprises streamline sales, customer service, and marketing operations.
Categorizing Salesforce’s 47 products
We’ve classified Salesforce’s 47 products listed on Capterra, as of May 2024, into 11 categories:
CRM software
Email marketing software
Dashboard software
Customer service software
Workflow management software
Document management software
eCommerce software
Customer data software
Quoting software
Donation management software
Field service management software
Our categorization is based on our internal database of software features and functionality.
1. Salesforce CRM software
CRM software helps businesses manage and analyze customer interactions and data throughout the customer lifecycle. It tracks customer behavior, purchase history, preferences, and interactions, centralizing customer information to help businesses personalize communication and create targeted marketing campaigns and sales strategies.
Below, we’ll break down Salesforce’s 11 CRM solutions. Each solution offers the core features we’d expect in a CRM tool: contact management, interaction tracking, and lead management.
Most reviewed Salesforce CRM software on Capterra
We have ample reviews data (between May 2022 - May 2024) for the products below to share in-depth descriptions of user characteristics (e.g., business size and industry), negative and positive feedback sentiment, and common software integrations.**
Salesforce Sales Cloud
Salesforce Sales Cloud is a CRM platform that offers lead management, marketing automation, and contact management, among other capabilities. It helps create dedicated customer profiles for personalized marketing campaigns and supports A/B testing to compare campaign performance. Its centralized dashboard tracks the entire sales pipeline. Its AI-powered sales enablement feature uses artificial intelligence (AI) and machine learning (ML) to automatically assign lead scores based on criteria such as lead behavior and engagement. These scores help prioritize leads, allowing sales teams to concentrate on the most promising prospects.
Customer support options: Call, chat, email, and help center
Analysis performed May 2024
Salesforce Sales Cloud is a top-rated product appearing in 8 Capterra Shortlist reports: Business Performance Management, Construction CRM, Contact Management, CRM, Lead Generation, Lead Management, Predictive Lead Scoring, and Sales Forecasting
Who commonly uses Salesforce Sales Cloud?
We analyzed 1,495 verified user reviews of Salesforce Sales Cloud on Capterra for the following user industry breakdown:
Constituting 16% of Salesforce Sales Cloud users, manufacturing is the leading sector, followed by publishing and media, and health and medicine at 12% each.
We also analyzed reviews data to determine the sizes of businesses using Salesforce Sales Cloud.
The largest segment of Salesforce Sales Cloud users are companies with 51 to 200 employees (18%). Companies with 11 to 50 employees are in the second place with 14% of total users. This trend suggests that Salesforce Sales Cloud is typically more popular among small and midsize businesses.
What do reviewers think about Salesforce Sales Cloud?
We analyzed reviews from 1,495 verified users of Salesforce Sales Cloud. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Salesforce Sales Cloud that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Client management | 9.1/10 | “Sales force ease our job by allowing us to pull up our client's information very quickly which is vital since we need to verify our clients information and we can manage the information we have for our clients very efficiently using case management feature of sales force.” |
Lead management | 8.5/10 | “It is very useful to manage leads and the entire process of my system, it has many features and its analytical monitoring through reports is very good, I really like the Low Code to manage Flow.” |
Sales management | 8.1/10 | “It helps clearly to see all sales opportunities. The dashboard is one of the best features that will enable you to build and see real time analytics.” |
Aspects of Salesforce Sales Cloud that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Pricing | 2.2/10 | “The process is a bit complicated and it's difficult for a new user to understand the workflow, also a bit expensive for a new small-scale startup.” |
User interface | 3.82/10 | “While Salesforce Sales Cloud has made significant improvements in its user interface (UI) and user experience (UX) over the years, I find certain areas of the platform less intuitive or in need of further enhancement.” |
Learning and training | 4.9/10 | “There are different templates for different businesses but even each business is unique so you need to take time to learn which not a lot of people can afford to do.” |
Read all Salesforce Sales Cloud reviews here.
What are the common integrations for Salesforce Sales Cloud?
The three most common Salesforce Sales Cloud integrationsDropbox Business: Integrating Salesforce Sales Cloud with Dropbox Business, a cloud storage and file sharing platform, helps users attach, access, and manage Dropbox files directly within their Salesforce Sales Cloud system, streamlining document management and collaboration.
Gmail: Gmail is an email solution by Google. It integrates with Salesforce Sales Cloud to allow users to sync emails, calendar events, and contacts between Gmail and Salesforce, enhancing communication and record keeping within the Sales Cloud CRM system.
Eventbrite: Event management and ticketing platform Eventbrite integrates with Salesforce Sales Cloud to help users manage customer event details and track attendee information within Salesforce, providing a unified view of event data and sales activities.
Salesforce Starter
Salesforce Starter, also known as Salesforce Essentials, is a CRM product for small businesses and startups. It provides tools for tracking leads, managing opportunities, and automating sales processes. It organizes contacts’ information, including names, emails, phone numbers, and social media profiles, using a centralized dashboard. Salesforce Starter helps visualize the sales process with a pipeline that tracks leads through different stages, such as qualification, proposal, and closing. Users can prioritize leads based on their potential value, engagement level, and conversion likelihood.
Customer support options: Call, chat, email, and help center
Analysis performed May 2024
*Converted from INR to USD on July 7, 2024, using xe.com
Salesforce Starter is a top-rated product appearing in two Capterra Shortlist reports: Customer Service and Real Estate CRM
Who commonly uses Salesforce Starter?
We analyzed 51 verified reviews of Salesforce Starter on Capterra for the following user industry breakdown:
The largest segments of Salesforce Starter users are in the manufacturing and professional services industries, both at 18%. Other significant segments include retail and consumer goods and services (12%), public, nonprofit, and religious organizations (10%), and publishing and media (10%). Typically, Salesforce Starter is used across industries, indicating its versatility and broad applicability.
We also analyzed reviews data to determine the sizes of businesses using Salesforce Starter.
The majority of Salesforce Starter users are from companies with 11 to 50 employees (22%). Companies with two to 10 employees and 51 to 200 employees also represent substantial user groups, each at 18%. Salesforce Starter appears to be particularly appealing to small and midsize businesses, indicating the product's features and pricing are well suited for SMBs.
What do reviewers think about Salesforce Starter?
We analyzed reviews from 51 verified Salesforce Starter software users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Salesforce Starter that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Integration capabilities | 10/10 | “I like that Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data.” |
User interface | 10/10 | “I recently had the opportunity to use Salesforce Essentials, and I am thoroughly impressed with its user-friendly interface and seamless functionality.” |
Customer service | 9.4/10 | "Overall we've had great customer support and feel that the product really fits our CRM needs.” |
Aspects of Salesforce Starter that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Payment plans | 1.9/10 | “Affordability - pricing is somewhat competitive, but wish there were discounts when using multiple Salesforce products.” |
Email management | 2.5/10 | “I also wish it would integrate with my business email instead of requiring a Gmail account.” |
Customization | 3.3/10 | “I do wish the task tracking was set up a little differently, or at least customizable if it isn't already and I'm just not aware of it.” |
Read all Salesforce Starter reviews here.
What are the common integrations for Salesforce Starter?
The three most common Salesforce Starter integrationsSalesLoft: SalesLoft is a sales engagement platform designed to help sales teams manage outreach and communication. Integrating it with Salesforce Starter enables users to track sales activities, automate outreach, and analyze performance directly within the Salesforce environment.
Zapier: Zapier is an automation tool that connects various apps and services. Integrating it with Salesforce Starter enables users to automate workflows between Salesforce and other applications, streamlining tasks and improving efficiency by reducing manual data entry and repetitive processes.
Mailchimp: Mailchimp is an email marketing and automation platform. Integrating it with Salesforce Starter allows users to sync Mailchimp campaigns, contacts, and performance data with Salesforce, facilitating email marketing management and informed decision-making.
Salesforce Customer 360
Salesforce Customer 360 is an integrated platform by Salesforce that combines customer data from various Salesforce applications, such as Sales Cloud, Service Cloud, Marketing Cloud, and Commerce Cloud, as well as external sources, such as email and social media. It leverages advanced analytics and artificial intelligence to derive actionable insights from customer data, such as behavior patterns, purchasing trends, and sentiment analysis. This offers a 360-degree view of customers’ needs and preferences, helping businesses personalize campaigns and communication.
Customer support options: Call, chat, email, and help center
Analysis performed May 2024
Who commonly uses Salesforce Customer 360?
We analyzed 46 verified user reviews of Salesforce Customer 360 on Capterra for the following user industry breakdown:
Salesforce Customer 360's features seem particularly well suited to the needs of manufacturing companies, given the manufacturing sector accounts for the largest portion (33%) of software users. The software is also largely used by companies in publishing and media (15%) and professional services (13%).
We also analyzed reviews data to determine the sizes of businesses using Salesforce Customer 360.
The most prominent user groups are companies with 11 to 50 employees and 51 to 200 employees, each accounting for 20% of the user base. Smaller companies with two to 10 employees (15%) and larger organizations with 5,001 to 10,000 employees (11%) also have consistent usage.
What do reviewers think about Salesforce Customer 360?
We analyzed reviews from 46 verified Salesforce Customer 360 software users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Salesforce Customer 360 that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Contact management | 10/10 | “Being able to keep a clean and organized database of contacts is very helpful.” |
Lead management | 9.4/10 | “Salesforce sales cloud helped the team organize the sales process and communicate well on leads, even with most of the team working remote/on the field.” |
Sales management | 9.1/10 | “The best part is the ability to manage assign and track the entire sales process even with sales teams spread all over the country without having to manage a server in house.” |
Aspects of Salesforce Customer 360 that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Pricing | 1.9/10 | “It's definitely not the most inexpensive product on the market.” |
Issues and problems | 2.5/10 | “Sometimes we run into issues where generally tech-savvy people have trouble navigating and using some of the features in Salesforce.” |
Learning curve | 2.5/10 | “The learning curve is a bit steep, particularly as concerns integrations and more advanced functionality.” |
Read all Salesforce Customer 360 reviews here.
What are the common integrations for Salesforce Customer 360?
The three most common Salesforce Customer 360 integrationsBenchmark Email: Benchmark Email is an email marketing platform that allows users to create, send, and analyze email campaigns. Its integration with Salesforce Customer 360 enables users to synchronize email marketing efforts, track campaign performance, and manage contacts, enhancing email communication and marketing strategies directly within Salesforce.
Constant Contact: Constant Contact is an email marketing platform that offers tools for creating email campaigns and managing marketing lists. Integration with Salesforce Customer 360 allows users to sync contact lists, track campaign metrics, and manage email marketing activities from within Salesforce, streamlining marketing efforts and improving customer engagement.
HubSpot Marketing Hub: HubSpot Marketing Hub is a marketing platform that includes tools for email marketing, social media, and lead generation. Integrating it with Salesforce Customer 360 allows users to sync marketing data, track campaign performance, and manage leads and contacts, creating a unified view of marketing and sales efforts within Salesforce.
Other Salesforce CRM software
Below, we’ll cover eight other Salesforce CRM software solutions you might consider. These platforms have fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Financial Services Cloud is CRM software focused on wealth management and banking. It offers tools to manage client relationships, financial goals, and regulatory requirements in the financial services industry.
Health Cloud is an online CRM by Salesforce designed for patient management and appontment scheduling. It facilitates patient management, care coordination, and personalized health experiences.
Salesforce Manufacturing Cloud is a tailored solution for the manufacturing industry. This CRM product includes features for managing sales agreements, nurturing partner relationships, forecasting demand, and improving collaboration across the supply chain.
Salesforce for Automotive is a CRM solution, tailored for the automotive industry. It helps manage dealership operations, customer relationships and engagement, and support processes.
Salesforce for Retail is CRM software that provides tools to enhance customer experiences, optimize sales processes, and manage retail operations, aiming to improve retail business performance.
Salesforce for Travel & Hospitality focuses on enhancing customer experiences and streamlining operations in the travel and hospitality sectors, including bookings and guest services.
Salesforce.org Education Cloud is a CRM solution tailored for educational institutions. It helps manage student relationships, enrollment processes, and educational outcomes.
Salesforce.org Nonprofit Cloud allows nonprofit organizations to manage donor relationships, fundraising efforts, and events, enhancing their impact and efficiency.
For more resources on CRM software selection, check out:
2. Salesforce email marketing software
Email marketing software helps businesses create, send, and manage email campaigns. It assists in designing emails, segmenting contact lists, automating email sequences, and tracking campaign performance metrics, such as open, click-through, and conversion rates. The software also includes the A/B testing capability that lets marketers compare two campaigns and analyze which is performing better and what needs improvement.
Below, we’ll break down Salesforce’s three email marketing solutions. Each solution offers the core features we’d expect in email marketing software: email campaign management, list management, and template management.
Most reviewed Salesforce email marketing software on Capterra
We have ample reviews data (between May 2022 - May 2024) for the products below to share in-depth descriptions of user characteristics (e.g., business size and industry), negative and positive feedback sentiment, and common software integrations.**
Salesforce Marketing Cloud
Salesforce Marketing Cloud is an AI-powered marketing platform with a drag-and-drop interface for designing emails. Its segmentation and targeting capabilities allow businesses to send personalized email messages to specific audience segments based on their behaviors, preferences, and demographics. Its journey builder functionality creates automated email campaigns triggered by specific actions or events. For example, when a customer abandons their cart, the journey builder triggers an email reminding them of the items left behind or, possibly, offering a discount to encourage them to complete the purchase.
Customer support options: Call, chat, email, and help center
Analysis performed May 2024
Salesforce Marketing Cloud is a top-rated product appearing in nine Capterra Shortlist reports: Campaign Management, Customer Loyalty, Customer Service, Email Marketing, Lead Generation, Lead Management, Marketing Automation, Real Estate CRM, and Social Media Marketing
Who commonly uses Salesforce Marketing Cloud?
We analyzed 137 verified user reviews of Salesforce Marketing Cloud on Capterra for the following user industry breakdown:
Among Salesforce Marketing Cloud users, the manufacturing industry is the largest segment, making up 23% of the user base. Retail and consumer goods and services (14%) and professional services (13%) also represent substantial user groups. The significant adoption in retail and consumer goods and services, and professional services indicates that features such as personalized email campaigns, trigger-based emails, and email conversion tracking resonate well with these sectors.
We also analyzed reviews data to determine the sizes of businesses using Salesforce Marketing Cloud.
At 19%, companies with 51 to 200 employees make up the largest segment of Salesforce Marketing Cloud users. Companies with 11 to 50 employees (17%) and 2 to 10 employees (14%) also represent significant user groups. High adoption among SMBs indicates that Salesforce Marketing Cloud offers the right balance of features and affordability for the SMB segment.
What do reviewers think about Salesforce Marketing Cloud?
We analyzed reviews from 137 verified Salesforce Marketing Cloud users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Salesforce Marketing Cloud that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Data management | 10/10 | “For a complex business, it allows for greater use and understanding of customer data.” |
Lead generation | 10/10 | “From lead generation to marketing analytics, Salesforce Marketing Cloud has it all and is easy to use.” |
Campaign management | 9.1/10 | “Salesforce Marketing Cloud enables executing large scale campaigns in no time.” |
Aspects of Salesforce Marketing Cloud that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Pricing | 1.9/10 | “The cost is the main issue with this tool as well as getting it implemented and set up because of the vast number of features and customization available.” |
User training | 2/10 | “Training staff was a bit of a hassle.” |
Learning curve | 2.8/10 | “It does have a learning curve for new users.” |
Read all Salesforce Marketing Cloud reviews here.
What are the common integrations for Salesforce Marketing Cloud?
The three most common Salesforce Marketing Cloud integrationsLinkedIn for Business: LinkedIn for Business provides tools for advertising and professional networking. It integrates with Salesforce Marketing Cloud to allow users to synchronize LinkedIn ad campaigns, track lead generation, and measure the impact of LinkedIn marketing efforts directly within Salesforce.
Shopify: Shopify is an eCommerce platform for managing online stores. Its integration with Salesforce Marketing Cloud enables users to synchronize eCommerce data, track customer interactions, and create targeted campaigns based on shopping behavior, enhancing marketing efforts and customer engagement.
Simply Measured: Simply Measured offers social media analytics and reporting. Its integration with Salesforce Marketing Cloud allows users to track social media performance, analyze engagement metrics, and incorporate social media insights into marketing strategies within Salesforce.
Salesforce Marketing Cloud Account Engagement
Salesforce Marketing Cloud Account Engagement, formerly known as Pardot, is a B2B automation platform with email marketing capabilities. As an account-based marketing solution, it helps identify and target specific accounts that are deemed high-value or high-potential based on various criteria, such as revenue potential, industry relevance, or strategic importance. The software uses AI and ML to automatically assign lead scores based on defined criteria, including lead behavior and engagement. These scores help prioritize leads, allowing your sales team to concentrate on the most promising prospects.
Customer support options: Call, chat, email, and help center
Analysis performed May 2024
Who commonly uses Salesforce Marketing Cloud Account Engagement?
We analyzed 76 verified user reviews of Salesforce Marketing Cloud Account Engagement on Capterra for the following user industry breakdown:
Health and medicine (18%), manufacturing (17%), and publishing and media (17%) have the highest usage, indicating a strong preference for the software within these industries.
We also analyzed reviews data to determine the sizes of businesses using Salesforce Marketing Cloud Account Engagement.
The majority of users (24%) come from organizations with 51 to 200 employees, followed by organizations with 11 to 50 employees (22%), suggesting Account Engagement is particularly popular among small-to-midsize companies.
What do reviewers think about Salesforce Marketing Cloud Account Engagement?
We analyzed reviews from 76 verified Salesforce Marketing Cloud Account Engagement users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Salesforce Marketing Cloud Account Engagement that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Lead generation | 10/10 | “My overall experience with Salesforce Marketing Cloud Account Engagement (Pardot) has been positive, as it has enabled us to efficiently manage and personalize our marketing efforts, resulting in improved customer engagement and lead generation.” |
Campaign management | 10/10 | “As a small non-profit, being able to have a tool with a lot of automation enables us to be a lot more efficient in terms of marketing campaigns, news letter management, and integrated forms with our CRM and analytics.” |
Customer service in marketing | 8.4/10 | “My overall experience with Salesforce Marketing Cloud Account Engagement has been positive, as it provided a powerful and comprehensive solution for managing customer accounts and executing targeted marketing campaigns.” |
Aspects of Salesforce Marketing Cloud Account Engagement that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
User interface | 1.8/10 | “I found that the user interface of Salesforce Marketing Cloud (formerly known as Pardot) could be a bit complex and not as intuitive as I would have liked.” |
Reporting and analytics | 2/10 | “We were able to run some relevant aggregate-level reporting out of Salesforce, but finer-level detail was more difficult to integrate into our warehouse in an automated sort of way.” |
Staff training | 2.8/10 | “It does require a lot of training to use the platform.” |
Read all Salesforce Marketing Cloud Account Engagement reviews here.
What are the common integrations for Salesforce Marketing Cloud Account Engagement?
The three most common Account Engagement integrationsSalesforce Data.com: Data.com is a Salesforce product that provides a database of business contacts and company information. Integrating it with Salesforce Marketing Cloud Account Engagement allows users to enrich their marketing contact lists with accurate, up-to-date information, enhancing targeting and outreach efforts.
Tableau: Tableau is a data visualization and analytics tool. Its integration with Salesforce Marketing Cloud Account Engagement allows users to create detailed visual reports and dashboards from marketing data, providing enhanced insights and analytics for better decision-making and campaign optimization.
Google Analytics 360: Google Analytics 360 provides advanced web analytics and reporting. Integrating it with Salesforce Marketing Cloud Account Engagement allows users to track and analyze the performance of marketing campaigns, measure website interactions, and gain deeper insights into customer behavior.
Other Salesforce email marketing software
Below, we’ll cover another Salesforce email marketing solution you might consider. This platform has fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product description is based on vendor research instead of proprietary reviews data.
Email Studio is an email marketing tool that helps create, send, and manage personalized email campaigns, leveraging Salesforce data to enhance engagement and track results.
For more resources on email marketing software selection, check out:
3. Salesforce dashboard software
Dashboard software helps visualize, track, and manage data in a consolidated and easy-to-understand format. It presents real-time key performance indicators (KPIs), metrics, and critical data points through interactive and customizable interfaces. These dashboards can pull data from various sources, including databases, spreadsheets, and external applications, and then display the data using charts, graphs, tables, and other visual aids, giving businesses a clear and immediate understanding of their revenue and performance.
Below, we’ll break down Salesforce’s three dashboard solutions. Each product offers the core features we’d expect in dashboard software: dashboard creation, data connectors, and KPI monitoring.
Most reviewed Salesforce dashboard software on Capterra
We have ample reviews data (between May 2022 - May 2024) for the product below to share in-depth descriptions of user characteristics (e.g., business size and industry), negative and positive feedback sentiment, and common software integrations.**
Tableau
Tableau is a data visualization and analytics solution with dashboard capabilities. It imports data from multiple external sources, such as relational databases and Excel spreadsheets, and visualizes it in various formats, including charts, tables, motion charts, and box plots. Its dashboard filters help highlight specific metrics and focus on key data points. Its highlighter feature helps draw attention to particular entries or data points to identify critical issues or track trends. Additionally, its dashboard module includes tooltips to provide additional context or information when viewers hover over terms or metrics.
Customer support options: Chat, email, knowledge base, and phone
Analysis performed May 2024
Tableau is a top-rated product appearing in 6 Capterra Shortlist reports: Business Intelligence, Dashboard, Data Analysis, Data Visualization, Reporting, and Statistical Analysis
Who commonly uses Tableau?
We analyzed 655 verified user reviews of Tableau on Capterra for the following user industry breakdown:
Tableau is largely used in the publishing and media industry, which accounts for 17% of its user base. This suggests that Tableau's visualization and analytics capabilities are particularly valuable for media organizations. Next are health and medicine, and finance and accounting—both sectors account for 14% of Tableau's user base, indicating a strong presence in industries where data analysis and visualization are critical.
We also analyzed reviews data to determine the sizes of businesses using Tableau.
Most of the users come from companies with 10,000+ employees (20%), indicating strong adoption among large enterprises that need extensive data analysis and visualization capabilities. Companies with 51 to 200 employees (14%) and 1,001 to 5,000 employees (13%) also show high adoption rates, suggesting Tableau is valued by midsize businesses as well.
What do reviewers think about Tableau?
We analyzed reviews from 655 verified Tableau software users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Tableau that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Project visualization | 9.4/10 | “The best part of the tool is we can find some pre-templates and third-party templates for creating dashboard for our projects. I love that I can see files and different collaboration ideas on how to improve my business and I can collaborate with other business owners and see what ideas for improvements are better.” |
Performance monitoring | 8.6/10 | “What I love about this software is that it lets you create dashboards that are easily shareable with other end user to track the performance of their departments, as well as the visuals so that it's easy to understand the displayed information. It is a user friendly dashboard software where you can view all the metrics performance of the business.” |
Data visualization | 8.4/10 | “The drag and drop functionality makes it simple for non-programmers to quickly build dashboards, while the scripting allows for powerful and complex logic woven into charts/graphs.” |
Aspects of Tableau that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Performance improvement | 0.8/10 | “The application lags and takes time to load when using a low internet bandwidth connection. The software can be slow to update sometimes.” |
Pricing | 2.1/10 | “Tableau is a highly versatile tool and the only limitation I can think of is the licensing cost associated which can be expensive for an organisation with many users.” |
Learning curve | 2.5/10 | “One aspect that I may like least about Tableau is the learning curve associated with advanced functionalities. While Tableau offers a comprehensive set of features, mastering them may require dedicated time and resources for training.” |
Read all Tableau reviews here.
What are the common integrations for Tableau?
The three most common Tableau integrationsMicrosoft Excel: Microsoft Excel is a spreadsheet application used for data analysis and visualization. Integrating it with Tableau allows users to import Excel data into Tableau for advanced visualization and analysis, leveraging Tableau's powerful features to enhance data insights and reporting.
Salesforce Sales Cloud: Salesforce Sales Cloud is a CRM platform for managing sales processes and customer relationships. Its integration with Tableau enables users to visualize and analyze Salesforce data in Tableau, providing deeper insights into sales performance, trends, and customer interactions.
Google Analytics 360: Google Analytics 360 offers web analytics and reporting tools. Its integration with Tableau lets users import and visualize Google Analytics data, enabling more comprehensive analysis of website performance, user behavior, and marketing effectiveness.
Other Salesforce dashboard software
Below, we’ll cover two other Salesforce dashboard solutions you might consider. These platforms have fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Datorama is a marketing intelligence platform that unifies and analyzes data from multiple sources, providing actionable insights for campaign performance management and optimization. It helps create interactive marketing dashboards using a variety of available data connectors.
CRM Analytics delivers actionable insights with advanced data analytics tools to help businesses make data-driven decisions and optimize their CRM strategies. It supports dashboards, reports, and visualizations to track key performance indicators (KPIs).
For more resources on dashboard software selection, check out:
4. Salesforce customer service software
Customer service software helps businesses manage and solve customer queries. It includes features for handling inquiries, complaints, and support requests across channels, such as email, phone, chat, and social media. It enables customer service teams to organize and prioritize requests, automate responses, and access customer information quickly, ensuring timely and efficient support. Some advanced customer service systems also include analytics to monitor performance metrics, customer satisfaction, and service trends.
Below, we’ll break down Salesforce’s most reviewed customer service software on Capterra. The product offers the core features we’d expect in a customer service system: knowledge base management, multichannel communication, and support ticket management.
Most reviewed Salesforce customer service software on Capterra
We have ample reviews data (between May 2022 - May 2024) for the product below to share in-depth descriptions of user characteristics (e.g., business size and industry), negative and positive feedback sentiment, and common software integrations.**
Salesforce Service Cloud
Salesforce Service Cloud is a customer service platform that helps businesses deliver personalized customer support. It integrates with Salesforce Customer 360 to provide a unified view of customer interactions across channels. The software supports omnichannel routing, which uses AI to route customer inquiries to the most appropriate agent based on availability, skills, and workload. The platform's AI capabilities, powered by Salesforce Einstein, enhance customer service with predictive analytics and AI-driven insights. The platform also supports knowledge management, enabling the creation and sharing of articles, FAQs, and documentation for self-service, reducing incoming support requests.
Customer support options: Chat, email, knowledge base, and phone
Analysis performed May 2024
Salesforce Service Cloud is a top-rated product appearing in 9 Capterra Shortlist reports: Contact Center, Customer Engagement, Customer Service, Field Service Management, Help Desk, Incident Management, Knowledge Management, Real Estate CRM, and Service Dispatch
Who commonly uses Salesforce Service Cloud?
We analyzed 222 verified user reviews of Salesforce Service Cloud on Capterra for the following user industry breakdown:
Manufacturing leads with 16% of the user base. Publishing and media as well as health and medicine show notable usage with 14% and 12% of users, respectively, indicating Service Cloud’s widespread preference across industries.
We also analyzed reviews data to determine the sizes of businesses using Salesforce Service Cloud.
The highest percentage of users (17%) come from companies with 11 to 50 employees, indicating strong adoption among smaller businesses where efficient customer service solutions are critical.
What do reviewers think about Salesforce Service Cloud?
We analyzed reviews from 222 verified Salesforce Service Cloud users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Salesforce Service Cloud software that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Team collaboration | 10/10 | “Overall, working on Salesforce Service Cloud has been very efficient in helping manage my team and any ongoing issues.” |
Reporting | 9.5/10 | “The software is intuitive and customizable, with excellent reporting tools and seamless integration with other Salesforce products.” |
Customer support | 8.6/10 | “I love the live chat function because we get to speak to our valued customer's and resolve their customers in real time, this also helps to reduce the email contact.” |
Aspects of Salesforce Service Cloud that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Pricing strategy | 3.1/10 | “The pricing can be a bit steep very quickly, especially for smaller businesses (as you pay per seat and per edition).” |
User access | 3.2/10 | “If not setup correctly, it would often not stop a user from performing unauthorised actions.” |
Limited functionality | 3.3/10 | “Some new products released have limited functionality and require a few release updates to catch up with relevant features but try to adopt as early as possible!” |
Read all Salesforce Service Cloud reviews here.
What are the common integrations for Salesforce Service Cloud?
The three most common Salesforce Service Cloud integrationsSalesforce Sales Cloud: Salesforce Sales Cloud is a CRM platform focused on sales processes and customer relationships, while Salesforce Service Cloud is designed for customer service and support. Integrating these platforms allows for seamless information flow between sales and service teams, providing a unified view of customer interactions and improving coordination between sales and service efforts.
Jira: Jira is a project and issue tracking tool. Its integration with Salesforce Service Cloud allows users to link service cases to Jira issues, track the status of technical support requests, and manage customer service-related tasks and bug fixes, improving coordination between service and development teams.
DocuSign: DocuSign is an electronic signature and digital transaction management software. Its integration with Salesforce Service Cloud allows users to manage and track electronic agreements and contracts within Salesforce, streamlining the process of obtaining signatures and ensuring secure and efficient document handling.
For more resources on customer service software selection, check out:
5. Salesforce workflow management software
Workflow management software helps standardize, automate, and optimize the sequence of organizational tasks, processes, and activities. It enables businesses to define workflows, set rules, and assign tasks, ensuring each step in a process is completed as per the defined order. This software helps manage the flow of work from one stage to the next, providing visibility into the status of various tasks and processes. Doing so minimizes the chances of errors and delays, improves productivity, and enhances collaboration among team members.
Below, we’ll break down Salesforce’s most reviewed workflow management software on Capterra. The product offers the core features we’d expect in workflow management software: business process automation, task management, and workflow configuration.
Most reviewed Salesforce workflow management software on Capterra
We have ample reviews data (between May 2022 - May 2024) for the product below to share in-depth descriptions of user characteristics (e.g., business size and industry), negative and positive feedback sentiment, and common software integrations.**
Salesforce Platform
Salesforce Platform, also known as Salesforce App Cloud, enables businesses to build, manage, and deploy custom applications and workflows. As a platform-as-a-service (PaaS), it provides environments for developers to create tailored workflows that integrate with Salesforce's existing CRM system. Its drag-and-drop functionality helps design specific process workflows, automate repetitive tasks, trigger actions based on specific criteria, and ensure workflows are executed consistently and efficiently. For instance, workflows can be set to automatically send notifications, update records, or assign tasks when certain conditions are met.
Customer support options: Call, chat, email, and knowledge base
Analysis performed May 2024
Who commonly uses Salesforce Platform?
We analyzed 128 verified user reviews of Salesforce Platform on Capterra for the following user industry breakdown:
The health and medicine sector leads with 22% of users, indicating that Salesforce Platform is highly valued in this industry and used for managing patient data workflows and operations. The publishing and media sector follows closely with 19% of users, suggesting the platform's effectiveness in streamlining publishing operations, managing complex workflows, and optimizing content delivery.
We also analyzed reviews data to determine the sizes of businesses using Salesforce Platform.
Companies with 11 to 50 employees (20%) and 201 to 500 employees (18%) have the highest usage rates, indicating strong adoption among small-to-midsize organizations where scalable workflow solutions are crucial.
What do reviewers think about Salesforce Platform?
We analyzed reviews from 128 verified Salesforce Platform users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Salesforce Platform that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Customization | 8.3/10 | “I like the way the software allows one to customize it to your own specification and also the ability to integrate it with a variety of software for better performance.” |
Data management | 8.3/10 | “The fundamental tools it gives you to model your organizations data, integrate external data sources, and enable end users to interact with that data are very impressive.” |
Task tracking | 8.2/10 | “What I like most about Salesforce Platform is the ability to track and manage all of my work and accounts in one place.” |
Aspects of Salesforce Platform that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
Learning curve | 2.2/10 | “The platform comes with a significant learning curve, which means that users, especially those who are new to CRM systems, may need time and training to fully grasp and utilize its capabilities.” |
Pricing | 3.1/10 | “Salesforce can be expensive for small businesses or startups, especially for advanced features such as supply chain management and production management.” |
Navigation | 4.2/10 | “It was not easy to navigate.” |
Read all Salesforce Platform reviews here.
What are the common integrations for Salesforce Platform?
The three most common Salesforce Platform integrationsSlack: Slack is a collaboration and messaging platform. Its integration with Salesforce Platform allows users to receive real-time notifications, share Salesforce data, and collaborate on records and projects directly within Slack, enhancing communication and teamwork across organizations.
Microsoft Outlook: Microsoft Outlook is an email and calendar application. Integrating it with Salesforce Platform enables users to sync emails, calendar events, and contacts between Outlook and Salesforce, streamlining communication and ensuring information is consistently updated across both platforms.
Jira: Jira is a project and issue tracking tool. Its integration with Salesforce Platform allows users to link Salesforce records with Jira issues, track project progress, and manage tasks and bugs within Salesforce, facilitating better coordination between development and business teams.
For more resources on workflow management software selection, check out:
6. Salesforce document management software
Document management software is designed to organize, store, manage, and track electronic documents. Its a centralized system for users to create, edit, share, and archive documents securely while ensuring compliance with regulatory standards.
Below, we’ll explain the most reviewed Salesforce document management software solution. This product offers the core features we’d expect in workflow management software: document capture, document storage, and full-text search.
Most reviewed Salesforce document management software on Capterra
We have ample reviews data (between May 2022 - May 2024) for the product below to share in-depth descriptions of user characteristics (e.g., business size and industry), negative and positive feedback sentiment, and common software integrations.**
Quip
Quip by Salesforce is a productivity management platform with document management capabilities. It includes pre-built document templates, such as meeting notes, project plans, and reports. It helps create and co-edit documents and spreadsheets, and the updates are synced in real time. It includes built-in chat and commenting features, allowing team members or stakeholders to discuss content and provide feedback directly within the documents. Quip maintains a detailed version history for each document, allowing you to track changes over time and revert to previous versions if necessary.
Customer support options: Call, chat, email, and knowledge base
Analysis performed May 2024
Quip is a top-rated product appearing in two Capterra Shortlist reports: Collaboration and Productivity
Who commonly uses Quip?
We analyzed 23 verified user reviews of Quip on Capterra for the following user industry breakdown:
The highest usage is in publishing and media (22%), indicating that this sector finds Quip particularly useful for collaborative content and document management. Manufacturing also shows strong adoption (17%), suggesting that Quip is also valuable for managing documentation in industrial settings.
We also analyzed reviews data to determine the sizes of businesses using Quip.
Quip is popular among smaller companies, with 26% of users coming from organizations with two to 10 employees. Midsize businesses also show significant adoption, as 22% of users come from companies with 1,001 to 5,000 employees.
What do reviewers think about Quip?
We analyzed reviews from 23 verified Quip users. Using a natural language processing (NLP) model, we detected topics raised by reviewers in freeform responses and assigned a sentiment scoreAspects of Quip that reviewers feel most positively about:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
File sharing | 10/10 | “It was fantastic and very efficient to create and share files and add task owners with version control.” |
Email management | 9/10 | “Email management with Quip is easy. We could integrate Gmail and extract documents to manage on the software. Easy to use and no bottlenecks.” |
Team collaboration | 8.5/10 | “It permits us to work together on issues that are imperative to cross-functional collaboration, and especially when working remotely.” |
Aspects of Quip that reviewers find lacking:
Aspect | Average sentiment score | User review excerpt |
|---|---|---|
User interface | 3.1/10 | “The interface where we handles stuff is sometimes bit fishy to understand and navigation are confusing at times.” |
Read all Quip reviews here.
What are the common integrations for Quip?
The three most common Quip integrationsSlack: Slack is a collaboration and messaging platform. Its integration with Quip allows users to share Quip documents and spreadsheets directly within Slack, facilitating real-time collaboration and discussions around Quip content and keeping team members updated with changes.
Zapier: Zapier is an automation tool that connects various apps and services. Integrating it with Quip allows users to automate workflows between Quip and other applications, such as creating tasks or updating documents based on triggers in different apps.
Google Docs: Google Docs is a cloud-based document creation and collaboration tool. Integrating it with Quip enables users to sync and manage Google Docs within Quip, allowing for seamless collaboration on documents and spreadsheets across both platforms.
For more resources on document management software selection, check out:
7. Salesforce eCommerce software
eCommerce software is a digital platform that facilitates online buying and selling of goods and services. It provides the tools necessary for businesses to create and manage their online stores, including features for product listing, shopping cart functionality, payment processing, and order management.
Below, we’ll break down Salesforce’s two eCommerce solutions. These solutions offer the core features we’d expect of an eCommerce system: cataloging/categorization, order management, shopping cart, and website management. Note that these products have fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Salesforce Commerce Cloud is an eCommerce platform that enables businesses to create and manage online storefronts. It provides features for personalized shopping experiences, unified commerce, and AI-driven recommendations to enhance customer engagement and sales performance.
Salesforce B2B Commerce is an eCommerce platform for businesses to manage B2B sales processes, including order management and customer interactions.
For more resources on eCommerce software selection, check out:
8. Salesforce customer data software
Customer data software helps collect, manage, and analyze information about customers to enhance interactions and improve business strategies. This type of software helps businesses understand their customers better by aggregating data from various sources, such as sales transactions, website interactions, customer support interactions, and social media activities.
Below, we’ll break down Salesforce’s three customer data platforms. All solutions offer the core features we’d expect of a customer data system: customer segmentation and personalization. Note that these products have fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Salesforce Genie Customer Data Cloud is a data management platform that enables real-time customer data analysis and insights, designed to help businesses create personalized customer experiences and enhance engagement.
Salesforce Data Cloud is a unified data management platform for integrating and analyzing customer data across various sources, enhancing data-driven decision-making.
Interaction Studio is a real-time customer interaction management and personalization platform. It combines behavioral analytics and advanced machine learning to analyze customer data from various sources and help businesses deliver relevant, individualized experiences.
For more resources on customer data software selection, check out:
9. Salesforce quoting software
Quoting software is a tool designed to help businesses create, manage, and send quotes or estimates to potential customers. It simplifies the process of generating and delivering accurate pricing proposals for sales teams and service providers.
Below, we’ll break down Salesforce’s two quoting software platforms. Both solutions offer the core features we’d expect of a quoting system: pricing and cost calculation, quotes/estimates, and template management. Note that these products have fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Salesforce CPQ & Billing is a configure, price, quote (CPQ) and billing software designed for optimizing sales processes. It automates quote generation, pricing adjustments, and invoicing to streamline revenue operations.
Salesforce Revenue Cloud is a revenue management platform. It integrates sales, billing, and revenue recognition processes to manage the entire revenue lifecycle—from quote management to sales and billing
For more resources on quoting software selection, check out:
10. Salesforce donation management software
Donation management software helps nonprofit organizations manage and process donations from individuals, businesses, or other entities. It simplifies various aspects of fundraising and donor management to enhance efficiency and effectiveness in collecting and tracking contributions.
Below, we’ll break down Salesforce’s two donation management platforms. Both solutions offer the core features we’d expect of a donation management system: donation tracking, donation management, and reporting/analytics. Note that these products have fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Philanthropy Cloud is a corporate social responsibility (CSR) and philanthropic software solution. This product helps organizations conduct charitable activities and employee-giving programs and manage donations. It’s tailored for nonprofits and corporate social responsibility initiatives.
Elevate is an end-to-end fundraising solution that supports the donor journey from start to finish, with features to manage fundraising and process payments. It’s designed for nonprofit businesses looking to optimize their customer engagement strategies.
For more resources on donation management software selection, check out:
11. Salesforce field service management software
Field service management software is designed to simplify and optimize the management of field operations for service-based businesses. It helps organizations coordinate and oversee field service activities, such as maintenance, repairs, installations, and inspections.
Below, we’ll break down Salesforce’s two field service management platforms. Both solutions offer the core features we’d expect of a field service management system: dispatch management, scheduling, and work order management. Note that these products have fewer than 20 reviews in our software directory within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Salesforce Field Service optimizes field operations with tools for managing work orders, scheduling, and dispatching, helping field technicians deliver faster and more effective service.
Salesforce Maps uses geolocation data to help field sales and service teams with location intelligence. With route optimization, territory management, and live updates from the field, it streamlines planning, administration, and drive time.
For more resources on field service management software selection, check out:
12. Other Salesforce software products
Here are some more Salesforce products that you should know about, but they don’t fall under any of the categories identified above. They have fewer than 20 reviews on Capterra within the past two years (May 2022 - May 2024), so our product descriptions are based on vendor research instead of proprietary reviews data.
Advertising Studio helps manage and optimize ad campaigns across various platforms, integrating with Salesforce data to target and engage potential customers.
Chatter is enterprise collaboration software integrating social networking capabilities. It allows team members to share updates, documents, and insights, facilitating real-time communication and collaboration directly within the Salesforce environment.
Energy & Utilities Cloud is business management software designed specifically for the energy and utilities sector. It offers customer service capabilities, intelligent field service management, and real-time data insights to optimize operational efficiency and customer engagement.
Mobile Studio is a mobile marketing platform that enables businesses to create and manage mobile messaging campaigns, including SMS, push notifications, and in-app messages, to drive customer engagement on mobile devices.
Net Zero Cloud is an environmental, social, and governance (ESG) platform that helps organizations manage and reduce their carbon footprint. It provides tools for tracking emissions, setting sustainability goals, and reporting on environmental impact.
OmniScript is a tool that helps businesses create guided, dynamic, and interactive customer experiences. It enables users to build and customize complex workflows and user interfaces without extensive coding.
Salesforce Audience Studio provides advanced audience segmentation and data management capabilities, allowing marketers to create highly targeted and personalized customer experiences.
Salesforce Communications Cloud is a communications management solution tailored for service providers. It helps manage customer interactions and service delivery through integrated communication channels, providing insights and automation to improve customer service and operational efficiency.
Salesforce Consumer Goods Cloud optimizes consumer goods’ supply chains with tools for managing retail execution, distribution, and real-time insights into market performance.
Salesforce Desk offers tools for managing customer inquiries, tracking interactions, and automating support processes. Its features include a unified support console, intelligent case management, and detailed analytics to enhance customer service efficiency and satisfaction.
Salesforce Einstein is an AI-powered assistant for Salesforce CRM. Einstein provides predictive analytics, intelligent recommendations, and automated data insights to improve decision-making and efficiency.
Salesforce Engage provides sales teams with personalized and timely marketing communications, leveraging Salesforce data to enhance engagement and drive conversions.
Salesforce for Transportation & Logistics is designed for the transportation and logistics industry. This solution helps manage supply chain operations, customer relationships, and operational efficiency.
Salesforce Vaccine Cloud supports vaccine distribution and management by streamlining appointment scheduling, tracking vaccine inventory, and ensuring efficient delivery and administration.
Salesforce Work.com offers tools for workforce management, including employee wellness assessments, shift scheduling, and performance management, to help organizations adapt and thrive in changing work environments.
Spiff is a commission management solution that automates and optimizes commission calculations and payouts. It integrates with Salesforce to streamline compensation processes, improve accuracy, and provide real-time visibility into commission data for sales teams.
Learn more about Salesforce
What is Salesforce used for?
As discussed above, Salesforce is primarily popular for its customer relationship management (CRM) platform. It’s typically used to manage interactions with customers and streamline various aspects of operations. Key uses of Salesforce include: [1]
Sales management: It helps sales teams track leads, opportunities, and sales pipelines, improving the efficiency of sales processes and forecasting.
Customer service: It offers tools for managing customer support cases, tracking service requests, and providing self-service options for customers.
Marketing automation: It includes features for running marketing campaigns, managing customer engagement, and analyzing marketing performance.
Analytics and reporting: It provides robust reporting and analytics tools to help businesses gain insights into their data and make informed decisions.
Custom applications: It allows users to build and deploy custom applications tailored to their specific business needs.
Collaboration: It offers tools for team collaboration, such as Chatter, which facilitate communication and information sharing within organizations.
Salesforce customer support options
You have several options to contact Salesforce customer service: [2]
Phone support: You can call Salesforce customer support directly. The number is 1-800-664-9073 for the U.S. If you're located outside the U.S., check the Salesforce website for the number for your region.
Support portal: If you have a Salesforce account, you can log in to the Salesforce Help & Training Portal to submit a support case or get help through community forums.
Chat support: Salesforce offers live chat support through its Help & Training Portal.
Email: While Salesforce doesn’t typically offer direct email support, you can create a support case through the portal, which will generate an email communication thread with their support team.
Social media: You can reach out to Salesforce on their official Twitter account @salesforce for general inquiries or updates.
Salesforce account manager: If you have a dedicated account manager, reaching out to them directly can also be a good way to get support tailored to your specific needs.
Need more help comparing Salesforce products?
Capterra’s software comparison tool helps you compare competing software platforms against each other. By weighing your options and comparing and contrasting features, you’ll be better prepared to make a fully informed decision and successfully adopt the right software.
Below are additional resources to help your software search:
