Salesforce Platform Benefits

Claudio Chalom - PeerSpot reviewer
Marketing Director at Berlitz Canada Inc.

I would say that compared to our previous CRM, Salesforce helped us improve our lead management and lead assignments like location, performance, and other factors. We are able to automate the process quite smoothly with SalesForce and it helps us a lot.

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Karan-Singh - PeerSpot reviewer
Account Executive at Speak Ai

Salesforce Platform has improved the way my company functions since it provides us with quick sales reports on how our performance metrics are while also allowing us to use different platforms like RingCentral, which we use in our company to make calls. The integration of Salesforce Platform with RingCentral helps our company manage everything through a single platform. Through Salesforce, my company can get a high-level overview of what sales and sales activity look like for us. With Salesforce Platform, you can create a pipeline or create projections for future sales.

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Mohamed Abd Kader - PeerSpot reviewer
Head of Enterprise Architecture at Mantrac Group

It was a great add-on to our digital landscape. It is an easy-to-use, easy to customize platform.

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Buyer's Guide
Salesforce Platform
March 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.
NA
Marketing Communications Manager at a financial services firm with 1,001-5,000 employees

We like that it can become a single source of truth that can be shared by providers who would need to interact with their clients on a daily basis. Therefore, rather than having to consult multiple systems to determine a client's portfolio balance, we can just look at one place.

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PG
Senior Technical Consultant at a tech services company with 201-500 employees

I find that the SalesForce solution can be used to capture everything you're doing during the course of the workday. I'm not a senior executive. I'm the guy in the trenches. I find management is trying to develop a portal to log all the information possible, so that, if I ever left, that they would be able to recreate my funnel and have all the contact information and the customer information and try to better understand the dynamics of the decision making within any of the corporations that I've identified as potential customers.

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SJ
Head of IT at a non-profit with 201-500 employees

We have increased the visibility of our information and reporting with the tool. Also, I think we now have a more streamlined end-to-end process.

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AK
Digital transformation director at Medmark

The Salesforce Platform can help aid you in making the right decisions at the right time. It's easy to use because everything is in one place. It saves the time of the people working, using it in different processes.

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DB
Sr. Enterprise Multi-Cloud Strategist at a computer software company with 201-500 employees

Salesforce enables us to track the percentage of opportunities that progress, the percentage that don't, and the reasons why.

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TM
Account Manager at a tech services company with 51-200 employees

We use the whole gamut of it. We use it for customer information. We also use it for prospecting. It has information about our delivery team such as who has got a particular account. It also has any type of service information that is needed, such as billing address, demographics, system information, account teams, and account planning. If we want to delve into a customer, we can account plan and find out what they've got and what their networking environment looks like, and this information is held in our records. If something happens to me, and somebody called about that particular record, they can find this information and pick from where I left off.

It is easy to close pending deals. When a customer signs the paperwork, it has got the e-sign incorporated in it. So, when a customer says, "Yeah, let's move forward with that.", we send an amendment or a contract to the customer via e-sign. They sign it, and it comes right back to us. After that, the person who does the sign off on contracts signs it, and when they're finished with it, it comes right back to me stating that it has been signed and countersigned, and now I can go ahead and process that order and get to the customer a copy of the record so that they have a copy in their records. It is overall an easy place to keep things organized.

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AB
Associate Vice President at a consumer goods company with 201-500 employees

In 2015, we decided we should be on cloud. That is, we should not build our own infrastructure, hardware, network, database, etc., because then you cannot focus on the business outcomes; you're focusing more on the infrastructure. With Salesforce Platform, we are able to focus on business outcomes and we need not worry about infrastructure at all.

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JA
Head Of IT and Corporate Processes at a pharma/biotech company with 51-200 employees

Now that mail and other communications have been automated by Salesforce, we have seen a 60% increase in efficiency levels. In addition, we improved 30% of the analysis of the KPIs in the sales team.

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RN
Managing Partner at a consultancy with 51-200 employees

Coming into the early 21st century, actually automating a number of processes and work activities were done with legacy tools like Excel, Word, and so on. It's really just bringing everything into a modern integrated platform.

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GG
SVP, Senior Director, Platforms and Delivery at a financial services firm with 10,001+ employees

It has definitely improved the way our organization functions.

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ED
President / COO / Chief Technology Advisor at DeKonsultere LLC

We went from 1 or 2 CRM enhancement releases per year to a minimum of 8 per year by moving from on premise CRM to cloud CRM. Automation of process steps have saved us millions of dollars by removing manual steps/activities. We have reduced our average speed to respond to customers by >4000% through automated routing/workflow. Most importantly, our users actually love the system (how many times have you heard that?).

We have also built custom applications on the platform for such things as faculty attendance tracking, HR compensation review and exception processing, and text based poling for use in meetings or classroom settings. These were all relatively small applications that never seemed to be "big enough" or "prioritized enough" to get IT resource dedication. However, with the ease of the salesforce platform, IT was able to quickly and cheaply build these applications. Without such a flexible and easy to configure/code platform, I'm not sure these would have gotten attention.

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NW
Customer Success Director at CloudChomp

Salesforce has created an easy way to track customer interactions and has simple reporting functions. I feel like some things are overly complicated for no reason, as there are much simpler ways to achieve the same goal.

The ability to customize things is great, as we can create an environment that is more conducive to how we do business. This allows us to be more efficient as a team and allows me to monitor their productivity without micro-managing them.

I can also set tasks for them when things get missed, as a friendly reminder. 

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LV
Client Manager at a tech services company with 1-10 employees

It has definitely improved how we function. 

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it_user149529 - PeerSpot reviewer
Salesforce certified system admin at a cloud provider with 51-200 employees

Salesforce encourages independent app development and what this simply does is, it extends the Salesforce functionality. Unique verticals and unique needs from Salesforce are extremely well-catered for and this allows users to avoid writing some custom codes.

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Luís Silva - PeerSpot reviewer
Chief Technical Lead at Human Code

It has allowed the company to focus on Business and not in Technology.

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SA
Netsuite Specialist at a recreational facilities/services company with 5,001-10,000 employees

We have different sets of businesses: B2B and B2C. So depending on business users and requirement, we were dealing with their requirements of creating leads, managing forecasting and all. So Salesforce has helped us customising the system as per business user needs.

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DD
AWS North America Alliance Lead at a computer software company with 501-1,000 employees

It has provided visibility to opportunities.

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JL
Enterprise Solutions Architect at a tech vendor with 501-1,000 employees

The product has definitely helped us improve our support services.

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it_user344043 - PeerSpot reviewer
Managing Director at a tech vendor with 10,001+ employees

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

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Buyer's Guide
Salesforce Platform
March 2024
Learn what your peers think about Salesforce Platform. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,246 professionals have used our research since 2012.