AWS North America Alliance Lead at a computer software company with 501-1,000 employees
Real User
Provides visibility to opportunities, and the keyword search makes it easy to find things
Pros and Cons
  • "The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot."
  • "Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier."

What is our primary use case?

We are using it for forecasting, customer contacts, and that kind of sales stuff.

I assume it is in the cloud because that's Salesforce's model. They have their own private cloud.

How has it helped my organization?

It has provided visibility to opportunities.

What is most valuable?

The keyword search helps me in finding stuff quickly. So, I don't have to click around a lot.

What needs improvement?

Their reporting needs to be improved. It should be easier. I don't know how, but it needs to be easier.

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.
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For how long have I used the solution?

I have been using this solution for probably a decade.

What do I think about the stability of the solution?

It is very stable. There are no performance issues.

What do I think about the scalability of the solution?

It handles my needs well. We have hundreds of users all across our company. It is being used extensively in our organization. That's how we run our sales here. We have a support desk to take care of its maintenance.

How are customer service and support?

I have not contacted their technical support.

What other advice do I have?

I would rate Salesforce Platform a nine out of 10. If reporting was easier, I would probably rate it a 10 out of 10.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Enterprise Solutions Architect at a tech vendor with 501-1,000 employees
Real User
Responsive with good UI, but takes a while to set up
Pros and Cons
  • "The product is pretty responsive."
  • "If you have resellers or distributors, you just need to figure out a way to set up the system in the backend. Since every company is different, it takes a little bit of time to figure that out."

What is our primary use case?

We primarily use the solution as a support console. 

How has it helped my organization?

The product has definitely helped us improve our support services.

What is most valuable?

The way the solution is able to record and update within the feeds, including internal conversations, is really helpful on a case by case basis.

The initial setup is pretty straightforward.

I've used Salesforce for five years within different companies. It's the first CRM I used and I have kept using it. The UI or UX is probably what I'm most familiar with. I don't think there's anything that makes me feel uncomfortable. It's easy to use.

The solution is really good if you need to have direct communication with end-users like retailers and that sort of thing. 

The product is pretty responsive.

What needs improvement?

At this particular organization, we only just implemented support about six months ago. There are still aspects of the solution we are exploring and we are in the process of looking at some integrations. We're just testing its capabilities, and therefore I can't say there are any features that are missing per se.

If you have resellers or distributors, you just need to figure out a way to set up the system in the backend. Since every company is different, it takes a little bit of time to figure that out.

For how long have I used the solution?

I've worked with the solution for five years across a few different companies.

What do I think about the stability of the solution?

We haven't had any issues with bugs or glitches. We haven't experienced any freezing or crashing. So far, the solution has been very stable and reliable.

What do I think about the scalability of the solution?

We're working with a pretty basic model right now. We haven't tried to scale anything just yet, as it is still relatively new to the company. I'm not sure if we plan to increase usage in the future or not. If we do decide to scale it, we'll have to discuss how to do that with our Salesforce representative.

That said, currently, I don't see any limitations that would make me think there would be an issue with scaling if we wanted to.

I'm not sure how many of our team is actually on the solution.

How are customer service and technical support?

I haven't had the opportunity to reach out to technical support just yet. There hasn't been a need. Therefore, I can't speak to how knowledgable or responsive they are. 

Which solution did I use previously and why did I switch?

We didn't previously use a different solution. This is the first implementation.

How was the initial setup?

We haven't found the initial setup to be too complex. It was rather straightforward for our team.

What other advice do I have?

We're just customers. We don't have a business relationship with Salesforce. We primarily use the solution for internal use. We don't deploy it to clients. I'm not sure of which version we are using. It's likely the latest one.

I'd rate the solution seven out of ten overall. It really is a fit for all business types.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
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.
768,857 professionals have used our research since 2012.
PeerSpot user
Managing Director at a tech vendor with 10,001+ employees
Vendor
​Improved forecasting, account management, 360 view of customer.​
Pros and Cons
  • "Scalability to configure and integrate."
  • "Easier process to move to Lightning Components."

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.
PeerSpot user
Real User
A stable and scalable solution with good performance, usability, and support
Pros and Cons
  • "Its stability, performance, and usability are most valuable."
  • "Its documentation and price should be better."

What is most valuable?

Its stability, performance, and usability are most valuable.

What needs improvement?

Its documentation and price should be better.

For how long have I used the solution?

I have been using this solution for three years.

What do I think about the stability of the solution?

It is stable.

What do I think about the scalability of the solution?

It is scalable. We have 10,000 users of this solution in our organization.

How are customer service and technical support?

Their technical support is very good.

Which solution did I use previously and why did I switch?

We were using Microsoft Dynamics, which was server-based. We were looking for a cloud-based solution, and we went for Salesforce.

How was the initial setup?

Its installation is straightforward.

What about the implementation team?

It is deployed by our admin. We have 20 people for deployment and maintenance.

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

It is very expensive. Its licensing is on a monthly basis.

What other advice do I have?

I would recommend this solution to others. I would rate Salesforce Platform an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Lead at Aligned Automation
Real User
Very flexible, reasonably priced and scalable
Pros and Cons
  • "A very flexible solution."
  • "UI needs to be more intuitive and user friendly."

What is our primary use case?

We're using Salesforce to get some data for one of our clients - Excel filters. I'm a solution lead and we are customers of Salesforce.

What is most valuable?

Compared to other CRM applications, Salesforce is very good and you can set it up in the cloud. It's very flexible. 

What needs improvement?

The UI needs to be improved. As developers, we can manage it, but for end users it's not very attractive in the workshop. It needs to be more user friendly and more intuitive.

For how long have I used the solution?

I've been using this solution for two years. 

What do I think about the stability of the solution?

In terms of scalability, I think it's one of the best applications to come out recently.

What do I think about the scalability of the solution?

The solution is very easy to scale. 

How are customer service and technical support?

I think the response time could be improved. We generally wait 24-48 hours for a response, which is quite a long time. 

How was the initial setup?

The initial setup was relatively straightforward. Implementation was done in-house with assistance from Salesforce. Maintenance is really just the batching and updates. We have around 500 users in the company. 

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

The pricing is okay and the cost varies depending on your requirements and number of users.

What other advice do I have?

I definitely recommend this product and rate it eight out of 10. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Chief Commercial Officer at a non-profit with 51-200 employees
Real User
Easy to use but the marketing automation needs to be simplified
Pros and Cons
  • "The most valuable feature is ease of use."
  • "The marketing automation needs improvement."

What is our primary use case?

The primary use case of this solution is for sales.

What is most valuable?

The most valuable feature is ease of use.

The interface makes it an easy solution to use.

What needs improvement?

The marketing automation needs improvement, as it should be easier to use.

For how long have I used the solution?

I have been using Salesforce for four years.

What do I think about the stability of the solution?

Salesforce App Cloud is stable and I have not experienced any issues.

What do I think about the scalability of the solution?

It's a scalable solution.

How are customer service and technical support?

I have not used technical support.

What other advice do I have?

I would rate this solution a six out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Gerente at 1-800SAP
Real User
Robust, easy to develop with, and simple deployment
Pros and Cons
  • "The solution is very robust and easy to develop in."
  • "The solution is a bit expensive."

What is our primary use case?

Our company's main solutions that we provide are SAP centric. Currently, we are checking and testing this solution.

What is most valuable?

The solution is very robust and easy to develop in.

For how long have I used the solution?

We have been using the solution within the past 12 months.

What do I think about the stability of the solution?

It is a stable solution.

How was the initial setup?

The installation was easy.

What about the implementation team?

We had no problems with deployment.

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

The solution is a bit expensive.

What other advice do I have?

I rate Salesforce Platform and eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Founder at a tech services company with 1-10 employees
Real User
Extensive, user-friendly, flexible, and stable
Pros and Cons
  • "It is a fairly useful and user-friendly tool for salespersons. It is very extensive and flexible. You can customize it for your needs, and you can use whatever you want. I like Salesforce."
  • "Getting reports in Salesforce is sometimes a little bit difficult. You need to do a lot of things to get detailed reports. This feature can be improved. Its price can also be improved. It is currently expensive."

What is most valuable?

It is a fairly useful and user-friendly tool for salespersons. It is very extensive and flexible. You can customize it for your needs, and you can use whatever you want. I like Salesforce.

What needs improvement?

Getting reports in Salesforce is sometimes a little bit difficult. You need to do a lot of things to get detailed reports. This feature can be improved. Its price can also be improved. It is currently expensive.

For how long have I used the solution?

I have been using this solution for eight years.

What do I think about the stability of the solution?

It is stable. I didn't experience any bugs or limitations with Salesforce.

How are customer service and technical support?

I have never contacted them. Our IT guys contact them.

How was the initial setup?

I don't do the setup, but I can say that it was user-friendly.

What about the implementation team?

It was done by our IT guys.

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

It is expensive.

What other advice do I have?

I would recommend this platform to others. I would rate Salesforce Platform an eight out of ten. It needs better pricing and reporting.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.
Updated: March 2024
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.