Salesforce Platform Review

​Improved forecasting, account management, 360 view of customer.​

What is most valuable?

Scalability to configure and integrate. This is due to Salesforce being easily configurable and, with the ability to build APIs, almost anything can be integrated, thus allowing more capability, more data and more value to the system.

How has it helped my organization?

Improved forecasting, account management, and a 360 view of customer.

What needs improvement?

Easier process to move to Lightning Components. There is a huge overtake of planning, testing and resources required to analyse what features would work. Currently, not all configurations and development can simply move across from Classic to Lightning. In an ideal world, this would be a lot less exhaustive.

For how long have I used the solution?

Eight years.

What was my experience with deployment of the solution?

No issues.

What do I think about the stability of the solution?

No issues.

What do I think about the scalability of the solution?

No issues.

How is customer service and technical support?

Six out of 10.

How was the initial setup?

Straightforward for the most part. Can be complex with API integrations and coding.

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

Costly, but it is the top product in SaaS/PaaS. Pricing is more for large to enterprise level companies. If integration or development is not required, I'd recommend a cheaper CRM product.

Which other solutions did I evaluate?

Yes, we considered building in-house, Sage CRM, Oracle CRM.

What other advice do I have?

Define your business processes. Consider customer experience first and then the User experience before thinking about data and financial related benefits.

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