PeerSpot user
CIO and Principal Research Analyst at Nemertes Research
Real User
Good integration and vast functionality has allowed us to consolidate solutions
Pros and Cons
  • "The most valuable features are custom objects, custom workflows, triggering, and integration with other SaaS solutions."
  • "The cost of this solution could be improved."

What is our primary use case?

We primarily use this solution for CRM, process automation, and our operational database.

How has it helped my organization?

It has allowed us to bring together functions previously spread across many other packages.

What is most valuable?

The most valuable features are custom objects, custom workflows, triggering, and integration with other SaaS solutions.

What needs improvement?

The cost of this solution could be improved. It is pricey, although worth it now that they have bumped up default storage amounts.

Buyer's Guide
Salesforce Sales Cloud
April 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
769,976 professionals have used our research since 2012.

For how long have I used the solution?

We have been using Salesforce Sales Cloud for eight years.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Technical Lead, Data and Business Intelligence at a tech vendor with 501-1,000 employees
MSP
Our sales team can manage and track their workloads and pipelines easier, although there are minute details to deal with during implementation.

What is most valuable?

All the features of this product are valuable to me.

How has it helped my organization?

It helps our sales organization manage their workload, manage their sales pipeline, and our execs can track performance and perform all relevant sales functions.

What needs improvement?

I cannot think of anything right now.

For how long have I used the solution?

I've used it for four to five years.

What was my experience with deployment of the solution?

As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.

What do I think about the stability of the solution?

As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.

What do I think about the scalability of the solution?

As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.

How are customer service and technical support?

Customer Service:

5/10.

Technical Support:

5/10.

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

No previous solution was used.

How was the initial setup?

It was straightforward.

What about the implementation team?

We did it in-house, but I would suggest enterprise companies to use a vendor team, as there are a lot of minute details with Salesforce. Experienced vendors will help you harness the real power of Salesforce using industry practices and previous experience.

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

I am a technical person and do not look at those details.

What other advice do I have?

Cloud computing is the future. Many companies are jumping on the Salesforce bandwagon as it integrates and works well seamlessly with other cutting edge technologies.

Disclosure: My company has a business relationship with this vendor other than being a customer: We're a Global Strategic partner.
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
April 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
769,976 professionals have used our research since 2012.
PeerSpot user
Sales with 501-1,000 employees
Real User
Very satisified with this solution but alarms for overdue tasks needs improvement

What is most valuable?

I really like the Sales and Marketing related tabs as there is Leads, Accounts, Opportunities, Reports and the very practical and self-explaining use of Salesforce. The Software offers a nice overview and doesn't let you forget about any planned or scheduled tasks with reminder functions as well.

How has it helped my organization?

Salesforce helps me very well organizing my daily tasks and shows me an overview what I have reached every day or offers me reports which can be easily created and saved for my personal way of working.

What needs improvement?

They should think about introducing some sort of fire system (colours: green - yellow - red) to set alarms of overdue tasks.

For how long have I used the solution?

Since May 2013, every day

What was my experience with deployment of the solution?

None

What do I think about the stability of the solution?

One day in the morning it broke, but the support team quickly helped me get back to speed with it.

What do I think about the scalability of the solution?

None

How are customer service and technical support?

Customer Service:

I'd give it an A - perfectly satisfied

Technical Support:

I'd give it an A

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

Oracle Siebel, Update seven and others - all of them not very practical, no real overview or easy way of handling. It took much longer to become acquainted with these systems.

How was the initial setup?

Absolutely straightforward - no difficulties there as far as I learned from our IT team

Which other solutions did I evaluate?

I was lucky not to need to evaluate other solutions, as my company chose this product.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user90675 - PeerSpot reviewer
it_user90675Sales with 501-1,000 employees
Real User

Good morning Alin,
Unfortunately we still don't know the reason for this break-down! But I got support the very same day.

BR,
Stefanie

See all 3 comments
it_user375510 - PeerSpot reviewer
Marketing & Sales Manager at a retailer with 51-200 employees
Vendor
It gives us visibility into tracking opportunities and interactions with customers.

Valuable Features:

There are several valuable features, but the ones most useful to us are:

  • Contact Management - this allows for better tracking of communication with end-customer tracking.
  • Opportunity Tracking - you do not forget about opportunities that could slip through cracks.
  • Excellent tech support for premier partners - pay for premium support as they always answer rather quickly.

Improvements to My Organization:

It gives us great visibility into tracking opportunities and interactions with customers through email and phone conversations.

Room for Improvement:

It needs improvement on integration with common apps, such as Outlook and iContact.

Deployment Issues:

We've had no issues deploying it.

Stability Issues:

We haven't had any issues with instability.

Scalability Issues:

We've been able to scale it as needed.

Initial Setup:

It was easy to do. 

Implementation Team:

We did it in-house, but help from having their premium support team. 

Other Advice:

To use it in the most beneficial way for your organization, be sure to find a company that is familiar with the product for the integration.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user378165 - PeerSpot reviewer
Salesforce Service Cloud Certified Consultant at a consultancy with 51-200 employees
Consultant
The most valuable features for us are Visualforce and Apex, Process Builder, and Knowledge Base.

What is most valuable?

The most valuable features for us are

  • Visualforce and Apex
  • Process Builder
  • Knowledge Base

How has it helped my organization?

Our productivity and capability to solve and anticipate problems in the Call Centre team increased at least 50%.

What needs improvement?

Although the implementation was straightforward with our in-house team, it did take 12 weeks to complete the process.

For how long have I used the solution?

I've been using it for five years.

What was my experience with deployment of the solution?

There were no issues with the deployment.

What do I think about the stability of the solution?

Through their site, they expose their stability KPIs for their customers.

What do I think about the scalability of the solution?

Considering they are 100% cloud, if the customer needs scalability you just have to contract more users.

How are customer service and technical support?

Customer Service:

10/10

Technical Support:

10/10

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

We had a different solution, and switched because they have a 100% integrated platform where my team can develop our business processes almost without code.

How was the initial setup?

It was straightforward, and it took 12 weeks to do the first implementation.

What about the implementation team?

We did it in-house. I strongly recommend good project management and some Salesforce certified people to help with the system integrations.

What other advice do I have?

Start with a small group of users, and take care with user adoption.

Salesforce has a great Customer Community where the users can add their suggestions and ideas.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Consultant with 51-200 employees
Vendor
Highly customisable CRM system - ever expanding feature set can be daunting

Valuable Features

Ability to add custom objects (tables) into the database means Salesforce can be tailored to any business. The workflow capability makes it possible to automate labour intensive tasks such as sending standard emails at pre-defined points within business processes.

Improvements to My Organization

Automation of routine emails, centralisation of data, standardisation of company processes, on demand access to reports and dashboards, 360 degree view of customer records and history.

Room for Improvement

Some areas of functionality from early versions of Salesforce getting a little dated and in need of overhaul. Examples include activity management.

Use of Solution

4 years

Deployment Issues

Installing Salesforce for Outlook needs careful preparation and confirmation of users' version of Windows and Outlook.

Stability Issues

Salesforce is very stable. I have not experienced any major outages since using the system.

Scalability Issues

No

Customer Service and Technical Support

Customer Service:

Salesforce customer service is efficient.

Technical Support:

Salesforce technical support is efficient.

Initial Setup

As a Salesforce implementation consultant, I have seen Salesforce setup in many organisations. Whilst it is easy to configure Salesforce, it is not always done in the most appropriate way. For example, creating custom fields when it would be better to create a custom object related to a master object, A specific example would adding fields to an Account to record customer satisfaction on a monthly basis. Better to create a custom object rather than adding a new set of fields each month.

Other Advice

Think about the Reports you want to run before you begin configuring Salesforce. Otherwise you may find you configure the system in a way that is incompatible with the Reports and Dashboards you need

Disclosure: My company has a business relationship with this vendor other than being a customer: My company is registered Salesforce partner
PeerSpot user
PeerSpot user
Sales manager at a construction company
Vendor
In different tabs, you can track accounts, leads, and opportunities with one click. It's more expensive than other CRM services.

What is most valuable?

This is very flexible product. I can tune many of its features for our company. Also, it integrates almost all needed tools for a small company, like ours. I like its powerful dashboard and third-party integration tools. In different tabs, you can track accounts, leads, and opportunities with one click. Also, I love their PRM system for communicating with indirect channels. I worked with Salesforce for one-and-a-half years and I completed many projects with it.

What needs improvement?

Salesforce is more expensive than other CRM services. It also has fewer features than many others competitors. Each of these reasons is not a big deal, but they forced us to eventually find another solution.

For how long have I used the solution?

I used it for one and a half years.

What was my experience with deployment of the solution?

There were no deployment issues.

What do I think about the stability of the solution?

There were no more than a dozen cases of instability a year.

What do I think about the scalability of the solution?

It scaled well for us.

How are customer service and technical support?

Customer Service:

Customer service is nice.

Technical Support:

They sometimes have problems with finding the root cause of an issue.

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

We didn't use a previous solution.

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

This is an expensive solution.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user999 - PeerSpot reviewer
VP of Development at a marketing services firm with 51-200 employees
Vendor
Although expensive and can be hard to adopt, there's a clear reason that Salesforce is an industry behemoth in the CRM world.

Valuable Features:

Very robust CRM tracking Integrates well across the email platforms we use. API also integrates well with other inbound marketing software we currently use. Many useful apps in their AppExchange.

Room for Improvement:

Takes a long time to get fully up and running on Salesforce. We've noticed a few bugs that haven't been worked out (although Salesforce support team is great) It's quite expensive on a per user basis.

Other Advice:

Overall, I would recommend Salesforce, as it's an industry leader and integrates well across multiple platforms. However, it is expensive, and took a long time for my team to fully adopt Salesforce and to use it without having any issues.
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 Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: April 2024
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.