Salesforce Platform Review

Straightforward to set up, very stable, and offers good pricing


What is our primary use case?

We primarily use the solution for Account Management and Lead Management.

What is most valuable?

The most valuable aspect of the solution is the unit coordination between sales and marketing when it comes to lead management.. We needed one CRM where we can have all the relevant lead lists, customize lead information fields over there, upload important information, update information and pass the information from sales to amrketing and vice versa and ensure a seamless coordination - that was the best part of it because it improved the productivity and no longer we rely on email threads or manual excel sheets -we had a robust mechanism.

Another interesting feature is integration with other marketing automation platforms like ZoomInfo, Outreach etc. This significantly reduces our workload or maintaining or integration of data across tools and seamlessly helps us execute our activities. 

The initial setup was straightforward.. It didnot take any time to learn and set it up. 

The product has proven to be stable. We have not faced any productivity or workability issues. 

The pricing is good.

We've found the technical support to be very helpful and responsive. 

What needs improvement?

Basically, Salesforce has two different views. One is the plastic view and one is the lightening view. If I log in the view is not returned for me specifically. For example, if I'm working with view number one, and I toggle to view number two and then log out when I log out, I come back and I'm still back in view number one. I'd like to stay in whichever view I need.

Sometimes what will happen is we work on it and then we move to a different tab and work on something else. After five minutes, when we come back, it automatically signs out. The thing is, every time we need to re-login. I would like to propose a session extension pop-up. This means that there will be some kind of reminder that your session is going to expire in the next two minutes and to please sign in if you want to continue. 

For how long have I used the solution?

We haven't been using the solution for a short amount of time. We've used it for about two to four months.

What do I think about the stability of the solution?

The solution is quite stable. There are no bugs or glitches. We haven't found that it crashes or freeze. Its performance is reliable.

What do I think about the scalability of the solution?

We have yet to attempt to scale the solution generally. 

We did not add any users, however, we have added more and more workflows. We've been able to customize to our needs. In that sense, it can scale.

We have five users on the solution currently.

I'm not sure if we have plans to expand the product at this time.

How are customer service and technical support?

I've been in touch with technical support and would give them a rating of nine out of ten. They are quite responsive. We've been very satisfied with their level of assistance.

How was the initial setup?

The initial setup is not complex or overly difficult. It's very straightforward, very easy. A company shouldn't have any issues with the process.

I cannot recall the exact amount of time that the deployment took.

What's my experience with pricing, setup cost, and licensing?

I don't have too much insight on the licensing, however, the pricing is quite reasonable. It's not overly expensive. 

Which other solutions did I evaluate?

We did evaluate one solution, however, Salesforce is the best when it comes to marketing.

What other advice do I have?

We are just a customer and an end-user.

It is my understanding that we are using the latest version of the solution at this time. 

Salesforce is great. Without any doubt, I would say one should definitely go for Salesforce. It does a lot of sales and marketing in the CRM that would help you if you work on productivity. If someone wants to have a single place where they need to be productive and that will deliver to the sales and marketing list, then yes Salesforce is the place.

I'd rate the solution at a nine out of ten. We've been very happy with its capabilities overall. 

Which deployment model are you using for this solution?

Hybrid Cloud
**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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