Cybersecurity Technical Leader AWS - Google at a computer software company with 5,001-10,000 employees
Real User
Stable with an easy initial setup and excellent scalability
Pros and Cons
  • "The stability has been great."
  • "There's a learning curve. It was a bit hard to understand the logical way of working with it, just at the beginning."

What is most valuable?

The initial setup is straightforward. 

The solution scales extremely well.

The stability has been great.

What needs improvement?

There's a learning curve. It was a bit hard to understand the logical way of working with it, just at the beginning.

In Salesforce, you cannot adjust the level of information to what you want to exploit or to use yourself and not share. In a big environment, it's hard to hide information you need, so you have to get local writing for avoiding sharing information you don't want to share with other sales guys or management. It's useful for your business, for your objective, however, it's not useful if you share it on too large a scale, as name dropping is something our consultants and our other sales guys try to avoid in order to be discreet.

For how long have I used the solution?

I've been using the solution for one year at this point. 

What do I think about the stability of the solution?

The stability has been great. There are no bugs or glitches. It doesn't crash or free. We find it to be completely reliable.

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What do I think about the scalability of the solution?

The scalability has been excellent. We haven't had any issues and don't see any limitations at all. if a company needs to expand, it's not a problem to do so. 

How are customer service and support?

I've never had to contact technical support. Therefore, I can't speak to how helpful or responsive they are. We have our own internal team that we would turn to if we ran into any problems. 

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

I've used Microsoft Dynamics. I come from Microsoft Dynamics and it was more integrated with our email solution. It was for the agenda, the calendar, and all the tools you use to just work on a daily basis.

How was the initial setup?

The initial setup is really easy.  It's not overly complex or difficult. However, that said, figuring out how to us is a bit difficult to start with.

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

We have a pretty limitless license. However, I don't know the exact costs involved. I'm just a user and do not handle any of the payments or contracts between Salesforce and our company.

We are a partner from Salesforce. There is a special agreement with them. 

What other advice do I have?

We are Salesforce partners. 

I'm in sales. I'm working on Salesforce. My consultants work with different tools, and they are certified on it. 98% of our consultants are certified on solutions.

Overall, it's been a good solution and we've been happy with it. 

For those considering using the solution, I would advise that the company or team follow the different enrollment videos to be ready to jump into the Salesforce mechanisms.

I'd recommend using the solution. 

I'd rate the product at a nine out of ten. However, I find Microsoft Dynamics better. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Vice President - Customer Success at a tech consulting company with 5,001-10,000 employees
Real User
Top 20
User friendly, intuitive, with high scalability, and reliable
Pros and Cons
  • "It is very user-friendly, and intuitive, it will lead you and take you to the next steps."
  • "I would like to see the organizational details improved to make it less difficult to bring new clients on board."

What is our primary use case?

Our primary use case is as an end user.

What is most valuable?

It is very user-friendly, and intuitive, it will lead you and take you to the next steps.

What needs improvement?

I would like to see the organizational details improved to make it less difficult to bring new clients on board.

For how long have I used the solution?

I have been using Salesforce Platform for the past few years.

What do I think about the stability of the solution?

The stability is good and I would rank it an eight out of ten.

What do I think about the scalability of the solution?

The scalability is excellent with more than fifty thousand users.

How are customer service and support?

The technical support team is called internal.

What other advice do I have?

I would rate Salesforce Platform an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
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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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Vishal Karanjkar - PeerSpot reviewer
Site Head - IOT NW Products & Solutions at Itron, Inc.
Real User
Top 5
Reliable and high availability
Pros and Cons
  • "The scalability of the Salesforce Platform is good."
  • "Salesforce Platform could improve by having better integration with Microsoft Azure. For development, we use Microsoft Azure and there was proper integration between the two solutions. We had issues with the customer and they were logged into the Salesforce Platform. We did not have any good way of integrating those issues into the R&D. The R&D mainly uses Microsoft Azure."

What is our primary use case?

We use the Salesforce Platform for all the CRM activities in the organization.

What needs improvement?

Salesforce Platform could improve by having better integration with Microsoft Azure. For development, we use Microsoft Azure and there was proper integration between the two solutions. We had issues with the customer and they were logged into the Salesforce Platform. We did not have any good way of integrating those issues into the R&D. The R&D mainly uses Microsoft Azure.

For how long have I used the solution?

I have been using the Salesforce Platform for approximately four years.

What do I think about the stability of the solution?

Salesforce Platform is stable.

What do I think about the scalability of the solution?

The scalability of the Salesforce Platform is good.

We have 2,000 to 5,000 users using this solution. The product management uses it extensively.

How are customer service and support?

We have used the support and I have not heard anyone complaining about the level of support.

What other advice do I have?

I would recommend this solution to others.

I rate Salesforce Platform a nine 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
Customer Service Representative at GLOBAL SERVICES
Real User
A great platform but crashes and loses notes occasionally
Pros and Cons
  • "It is a great platform. It's definitely an improvement from the GCP application that we were using previously."
  • "When we're documenting information such as notes, and so forth, if we were to go back to the same case all notes go missing."

What is our primary use case?

We primarily use the solution for the CRM.

What is most valuable?

It is a great platform. It's definitely an improvement from the GCP application that we were using previously.

What needs improvement?

The issue that my company has is, say, for instance, a user is dealing with more than one member in the system and they're looking up over five members. Once they hit the fifth member, it goes down. It crashes. This only happens when one of our customer service agents pulls up multiple members at once.

When we're documenting information such as notes, and so forth, if we were to go back to the same case all notes go missing. It's not great for documentation purposes as the CRM is losing our notes. This can be a big issue for the company especially if the provider has called and said they want to check on a specific case where the notes were lost. I need to review what's sent over. We've had customer service go back to a case number to seek those notes out, however, the CRM really should be able to just keep them in their system properly.

For how long have I used the solution?

We have been using the solution since 2018. It's been a few years at this point.

What do I think about the stability of the solution?

The stability isn't the best, especially if you are looking at multiple member profiles at the same time. If you open more than five, it crashes the system.

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

We used to use a GCP application and we switched to this product in 2018. We find it to be a much better CRM overall.

What other advice do I have?

I'd rate the solution at a five out of ten. If it didn't crash or lose notes, I would rate it higher. However, it is a pretty good CRM.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Head Of IT and Corporate Processes at a pharma/biotech company with 51-200 employees
Real User
Fully integrated, providing a seamless experience and increased efficiency in our company
Pros and Cons
  • "A fully integrated solution that provides a seamless experience."
  • "An expensive solution requiring a lot of configuration."

What is our primary use case?

We use the product for management processes such as grading sales orders, including all the KPI for the sales team to close negotiations. I'm head of IT and corporate process and we are customers of Salesforce.

How has it helped my organization?

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.

What is most valuable?

The value of this product to us is the seamless experience and having a fully integrated solution with all the market solutions. Salesforce also have a lot of partners with product teams for major project support. There are continuous improvements to the platform. Each day we find new functionalities or reports and it's very good for the team.

What needs improvement?

The solution is very expensive compared to CRM solutions. It requires a lot of configuration that could make it difficult for some people. We are lucky to have a partner helping us. In addition, the license together with the cost of implementation, makes it very expensive. In some cases it's good to be modular, but in this case each time you want to integrate something, there's an additional cost. If you want to integrate with Office 365 you have to pay; if you want a seamless process with the marketing team or the accounting team, you have to pay. Right now our process is good and we can do anything we need but we may need something more in the future. 

For how long have I used the solution?

I've been using this solution for six months. 

What do I think about the stability of the solution?

We haven't had any issues with stability. 

What do I think about the scalability of the solution?

Scalability is great, we can do anything we want. Again, you have to pay for it but scalability is good. If you want to add processes, functions, area, additional information, it's very good.
For now, we have the sales manager and the principal sales team using the solution. Marketing and other users don't have access yet. 

How are customer service and technical support?

Customer service responds very quickly, within a few minutes. They will respond with a solution within about three hours. 

How was the initial setup?

The initial setup was okay because we paid for the configuration using an external partner and we didn't have the internal resources for that. We defined the process and all the designs with the partner in the first week. It then took another month to define the environments and some functionalities. The process took a total of five weeks. We currently have one IT leader who spends about 20% of their time on it and then an admin who spends about 10% of the day making changes and administering. We are going to increase usage in the coming year in the sales team and maybe increase some functionality.

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

My advice is to consider in detail what you are acquiring because you might not get everything you need in the initial quote provided by Salesforce. It's tricky and the price will be high. 

Which other solutions did I evaluate?

We don't plan to replace Salesforce but we're looking at other ERP solutions to integrate with Salesforce. 

What other advice do I have?

It's important to understand what you need for the short, middle and long term. Salesforce is a huge platform and might provide a level of functionality that you don't need. I would highly recommend implementation with a partner. It simplifies the process and if a company doesn't have the resources or people to administer the platform, it can effect the outcome. It's good to have a Salesforce administrator to assist when you need help. 

I rate this solution a nine out of 10. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Associate at Workvisory Services LLP
Real User
Top 20
Lightweight, easy to use, and flexible as it's on the cloud
Pros and Cons
  • "I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light."
  • "I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution."

What is our primary use case?

I use the Salesforce Platform for customer relationship management. I use the solution for tracking and managing the customer lifecycle and the sales cycle.

What is most valuable?

I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light.

What needs improvement?

The Salesforce team is building some intelligence into the Salesforce Platform, but it needs more automation. In particular, I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution.

What I want to add to the Salesforce Platform is the ability to organize and present information on the dashboards more intelligently, as that would be of great help.

For how long have I used the solution?

I've been using the Salesforce Platform for about one year now.

How are customer service and support?

I've never contacted the Salesforce Platform technical support team because my company has a separate operations team in charge of getting support.

How was the initial setup?

The initial setup for the Salesforce Platform was easy, so it's a nine out of ten in this area.

I have no idea how long the deployment took because I wasn't involved in the platform's deployment.

What other advice do I have?

I'm part of a product company in the synthetic data space rather than traditional TDM solutions. I head the global analysis team in my company.

For CRM, my company uses the Salesforce Platform. It also uses Amazon Web Services. I'm also a user of the Salesforce Platform.

The Salesforce Platform is on the cloud, so I always use the latest version.

At least thirty-five people use the Salesforce Platform in my company.

The Salesforce Platform is a solution I would recommend to others.

My rating for the platform is nine out of ten based on its usability. The most important driving factor to me is its ease of use. The Salesforce Platform also has excellent features and functionalities. It's also important to me that the Salesforce Platform is a lightweight solution and very flexible to use on the cloud.

My company is a Salesforce customer.

Which deployment model are you using for this solution?

Public Cloud

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

Amazon Web Services (AWS)
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Managing Partner at a consultancy with 51-200 employees
Real User
A stable and scalable enterprise platform-as-a-service solution with useful reports and dashboards
Pros and Cons
  • "I like the reports and the dashboards. Since I'm a managing partner, I use the reports and dashboards to understand my team's contact management, opportunity management, and account management activities. We use Pardot for marketing campaigns."
  • "Reporting could be better. Reporting is Excel-based, and it has sucked since the inception of the company. That's why I was excited about the fact of them bringing MuleSoft into the fold and Tableau."

What is our primary use case?

We use Salesforce Platform for marketing, opportunity tracking, and account management within the sales element.

How has it helped my organization?

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.

What is most valuable?

I like the reports and the dashboards. Since I'm a managing partner, I use the reports and dashboards to understand my team's contact management, opportunity management, and account management activities. We use Pardot for marketing campaigns.

What needs improvement?

Reporting could be better. Reporting is Excel-based, and it has sucked since the inception of the company. That's why I was excited about the fact of them bringing MuleSoft into the fold and Tableau.

For how long have I used the solution?

I have been using Salesforce Platform since the late 90s.

What do I think about the stability of the solution?

The Salesforce Platform is very stable.

What do I think about the scalability of the solution?

The Salesforce Platform is scalable. In consulting work, about four years ago, I did some work for GE. GE then consolidated 80 different Salesforce instances into either two or three instances. That's a company of 300,000 people globally at that point. Today, my business has a hundred partners, of which probably 60 or 70 partners use Salesforce.

How are customer service and support?

My admin has used Salesforce technical support, and to my knowledge, everything has been very positive and very successful.

How was the initial setup?

Over the years, we've created our own custom objects in fields. We try to keep the applications as standard or vanilla as possible, but we've tailored them to our business model and processes. The product is used moderately, and we have one Salesforce administrator to manage it.

What other advice do I have?

I've been against Salesforce for many years, and even today, with Lightning, they haven't migrated everything that the platform did within Classic to Lightning. It's just continuing to improve the user interface and the integration capabilities with other non-Salesforce applications.

On a scale from one to ten, I would give Salesforce Platform an eight.

Which deployment model are you using for this solution?

Public 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
SVP, Senior Director, Platforms and Delivery at a financial services firm with 10,001+ employees
Real User
Great dashboards, highly scalable, and overall stable
Pros and Cons
  • "We used it for providing a 360 view of the customers from within Salesforce. So, a lot of data got presented there, for which we used Einstein Analytics. The Einstein Analytics dashboards were really great."
  • "It is quite expensive. It has gotten to that point where it is a lot more pricey. It has kind of got its own proprietary language for development. It is probably never going to change, but if it had a more market language for development, it would be easier to find developers. They come at a premium cost, so it is expensive."

What is our primary use case?

We used it for sales and mobile access. We had to create mobile access for sales agents. We also used it for customer service and for onboarding in the treasury space with the nCino product. 

How has it helped my organization?

It has definitely improved the way our organization functions.

What is most valuable?

We used it for providing a 360 view of the customers from within Salesforce. So, a lot of data got presented there, for which we used Einstein Analytics. The Einstein Analytics dashboards were really great.

What needs improvement?

It is quite expensive. It has gotten to that point where it is a lot more pricey. It has kind of got its own proprietary language for development. It is probably never going to change, but if it had a more market language for development, it would be easier to find developers. They come at a premium cost, so it is expensive.

For how long have I used the solution?

I have been using this solution for more than four years.

What do I think about the stability of the solution?

Overall, it is stable. We generally tend to wait until somebody else has upgraded.

What do I think about the scalability of the solution?

It is highly scalable. In my previous organization, we probably had 2,000 or 3,000 users.

How are customer service and technical support?

They have a model where there are a lot of user groups before you get into really calling them. We go through the sales channel and get assistance through that. We didn't really use the tech support itself that much. We kind of leveraged sales engineers to help us with things that we had questions about.

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

Based on my knowledge, we were not using any other solution. I have used it here for four years, but they have had it for eight years.

How was the initial setup?

It really depends on what you're doing.

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

It is quite expensive. Its developers come at a premium cost, which makes it expensive.

What other advice do I have?

I would advise others to go with the base functionality first and then develop specific use cases for your expansion and customization. Try to leverage, as much as possible, the core capabilities without customization. Rely on configuration because customization is really expensive. The developers are expensive.

I would rate Salesforce Platform an eight out of ten.

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.