Salesforce Sales Cloud
Salesforce, Inc.External reviews
10,026 reviews
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Great CRM
What do you like best about the product?
Easy to use for all levels. Should you need to pull reports, very easy to customize what you need to get out of them. Other CRM's have been clunky compared to Salesforce so if I am in a position to recommend Salesforce to a company, I will always bring it up.
Dashboards are great, especially for a sales rep looking to track their progress throughout the year. You can see how much more you need to sell to get to quota, where you are at for the year and so on. I get everything I need out of the CRM, you just need to customize it they you need it to look.
Dashboards are great, especially for a sales rep looking to track their progress throughout the year. You can see how much more you need to sell to get to quota, where you are at for the year and so on. I get everything I need out of the CRM, you just need to customize it they you need it to look.
What do you dislike about the product?
There are a lot of features available. However, if you only need a few features, the tool is perfect. Should you have a problem, getting in touch with Salesforce can be challenging, but videos and blogs are out there to help.
What problems is the product solving and how is that benefiting you?
Being able to track reps' activity was one of the problems we had before moving to Salesforce. We can also pull in detailed reports to track our representative's progress throughout the year. We are also able to track leads/accounts better and see when the last activity was.
Recommendations to others considering the product:
Don't feel the need to use every feature available. Use the ones that will benefit you and your business. Should you run into trouble with anything, feel free to look for a blog or find a video out on the internet. There are so many Salesforce users out there that are willing to help others.
Business Development Manager using Salesforce
What do you like best about the product?
Salesforce is quite useful for companies dealing with mass amounts of data. We simply wouldn't be able to do our jobs without such a powerful CRM. Plus, the ability to sync with outreach is quite nice.
What do you dislike about the product?
Salesforce can be a bit hard to navigate if you don't know what you're doing (especially the legacy version of the CRM). It also can take a while to load at times, especially when you are in the middle of navigating multiple tabs. There is also quite a disparity between what people know about salesforce and it is hard to get everyone up to speed. So, you could have some people on teams robustly using salesforce due to existing knowledge, but that knowledge is not easily transferrable to others. I really would like to see Salesforce become more intuitive for new users, because it really can get overwhelming quickly. Also, if it weren't for outreach's integration with salesforce, I don't think that we would be able to enact successful outboudn work based off of salesforce task management alone.
What problems is the product solving and how is that benefiting you?
We are able to see and control the sales process because of good data. This helps with forecasting and ultimately makes us more efficient as an organization. The data is rich and effective. We also can execute very effective outbound work using the integration with outreach. The outreach integration makes everything function perfectly for us.
Recommendations to others considering the product:
It will be very effective, but I do recommend getting good integrations for salesforce.
The CRM all others try to be
What do you like best about the product?
The vast functionality of Salesforce. Salesforce is not just a CRM but it's a development platform as well. Having the ability to design and develop custom solutions within the framework of SF really separates SF from all others.
What do you dislike about the product?
Using Salesforce right out of the gate. You will need to do some level of customization of the platform for your company. This requires having someone in your corner that, at the minimum, can perform some basic SF admin and customization. And...this doesn't come cheap. I've recommended even for some smaller organizations have someone internally that can do most all of your SF admin. If not, it will become too expensive to use a 3rd party to do this. Only use an outside 3rd party for more complex development and customization.
What problems is the product solving and how is that benefiting you?
Not only can I keep track of ALL my business interactions, but SF is a core piece of software we have built our solution around. If I didn't have SF then it would cost me more to accomplish the same tasks with different pieces of software.
It's the standard but the interface reminds me of something IBM programmed a decade ago.
What do you like best about the product?
I need to use it for work so, no alternative, but nevertheless, the best feature is that most of the info I need is on one page that I can search on.
What do you dislike about the product?
The benefit is that all the info is on one page, but with my company there is so much information that it can be overload at times. I just wish the interface was better. Having to switch between classic and lightning also is frustrating.
What problems is the product solving and how is that benefiting you?
I am in sales and having the ability to capture leads, turn them into contacts, and then convert them into opportunities is critical. Having everything on an opportunity in a single pane of glass is what makes this system win.
Recommendations to others considering the product:
This is the industry standard and I think it does what it says it needs to do and what I need it for for my role. I just wish it would modernize faster.
Salesforce CRM Review
What do you like best about the product?
There are so many options to customize on Salesforce CRM. At my company, we have a Business Solutions team solely dedicated to assisting and educating users in the platform. Along with the knowledge base from Salesforce, I feel that all of my questions are answered quickly and I can really use the CRM to do exactly what I want.
What do you dislike about the product?
Sometimes I get overwhelmed with the CRM because there is so much that you can do, but like I mentioned above, it's never a real issue because our Business Solutions team and the SF knowledge base always help me when I have questions so I wouldn't even consider it a problem.
What problems is the product solving and how is that benefiting you?
Internal organization, improved communication and employee interaction, more efficiency.
Recommendations to others considering the product:
Utilize the knowledge base and Salesforce experts if you have questions. Make sure you know everything you can actually do inside the platform because you could be surprised at how much more you can do than you realize.
Lots of functionality, but not very intuitive.
What do you like best about the product?
The best part about salesforce is the customization abilities, and we can customize according to our sales process, business needs, involvement of different teams, and whatnot. It is highly flexible in that sense, although the setup is a little tricky and can take quite a bit of time. It supports integrations with almost every major software out there.
What do you dislike about the product?
It is complicated, but that is the downside to having a host of abilities; things become slightly complex and challenging to build and integrate. Nothing that cannot be solved with a bit of extra time and effort, and reading a lot of support documents.
What problems is the product solving and how is that benefiting you?
We used Salesforce to streamline our sales process, customer onboarding, and implementation. Everyone from sales, presales engineering, customer success and GMs, actively use Salesforce at Joveo. It is also integrated with Pandadoc to show contract documents, email marketing tools to log all marketing activities, internet calling tools to log calls automatically.
Recommendations to others considering the product:
Please consider all your integration requirements, sales flow streamlining process before moving ahead with Salesforce.
Salesforce CRM is best and trusted CRM in the market.
What do you like best about the product?
The best thing about Salesforce CRM is customisation according to need. Though my company is a leading large company, therefore, customisation plays a vital role based on business needs. The way of managing data is too much efficient and effective to track the growth and sales of the company. All credit goes to generated report and cool dashboard. The visual representation of the dashboard gives a superb experience even I can quickly design my own dashboard just using drag & drop. Especially keeping track of sales activities is very helpful, no need to remember anything in memory. It contains complete information like the answer and resolves customer questions, sends/receive email history of the customer, data against the report, meeting information and more information which makes my life so cosy. Another most likeable feature of this solution is its super user-friendly nature which is why a dumb person can also easily use this platform without any technical knowledge.
What do you dislike about the product?
Technically speaking, I do not have any complaints as of now. But there is some instance I feel a slight lag while using the application, probably due to low internet bandwidth. I would request the team to look into this issue. No more problems I faced till now, so my overall experience fabulous, and I am enjoying it. Trust me, and this solution saves a lot of human effort, which is the very first expectation from any software.
What problems is the product solving and how is that benefiting you?
As the best customer management solution, Salesforce is full filling all my expectations with ease of use which is very important. The unique way to customise this solution according to customer need won my heart and at the same time, it integrates another third party application which is also very helpful for us. Everything is organised very nicely. Especially integration of DocuSign eSignature for a digital signature on the final report is really seamless. Integration with the meetings platform is also required too much these days, I integrated Skype without any issue. If I talk about technical service which is also very great during this pandemic because most of the industry are working on limited resources but Salesforces are responsive in odd hours as well. Most importantly, the help of automation tools helps us to complete milestones on time without writing any single line of code. In short, Salesforce eliminates all unnecessary effort and make life so easy while working.
Recommendations to others considering the product:
Salesforce CRM is the best customer management solution which is easy to adapt very fast.
Excellent CRM... with some kinks
What do you like best about the product?
I love salesforce CRM. It is incredibly helpful in fostering client relationships and is customizable to fit your business needs. I have been able to tailor 90% of my business needs using salesforce and have been able to collaborate with multiple people on the same project. The input data is immediately available after refreshing my page without reaching out to teammates or going back and forth.
What do you dislike about the product?
My only feedback is I wish there were an option for real-time inputs. Sometimes, it would be helpful to know a colleague is on the same property entering data or what they are inputting. Sometimes, two people are inputting data simultaneously on the same property unknowingly. This hasn't created any issues but wastes time doing double work. I also wish there was an autosave function. On some grids I work on, the data doesn't autosave, and if I forget or leave my computer quickly, the work I did was in vain.
What problems is the product solving and how is that benefiting you?
Salesforce CRM has helped me communicate quickly and fluidly across multiple departments the same information. It has created for us a "source of truth" that everyone can go to get the same data.
With proper setup and maintenance, it can't be beaten
What do you like best about the product?
What can I say that hasn't been said before? Salesforce is the de-facto CRM and covers all of our internal sales processes, from lead to contract. We've set up custom triggers, workflows, buttons and reports, all of which are crucial to our business.
What do you dislike about the product?
For the average non-admin user, setting up views (for example, leads and accounts) can be a little limited. To unlock Salesforce's full potential, you really need either a full-time Salesforce expert, or an external company whose entire business is setting up and maintaining the tool's many features. It's like an OS: its usefulness and usability will depend on what apps, widgets and preferences are installed.
What problems is the product solving and how is that benefiting you?
We are solving the problem of having a centralised source of truth, which enables all of our teams from sales to support to make informed decisions on what actions to take.
Integration Friendly
What do you like best about the product?
I appreciate the ability to document the current status of an Account, to see the team working on it easily, and to integrate with software like Gong to keep a record of the communications taking place with the point of contact for a client. Salesforce also makes it easy to keep things like troubleshooting cases and growth opportunities in one location with all the other account info, which keeps things organized.
What do you dislike about the product?
Getting in the swing of using Salesforce can be a bit daunting and there are far too many articles/resources to try and get a brief overview from. It would be great if there was a short, quick video to just get you set up and then the additional resources could be used from that point on.
What problems is the product solving and how is that benefiting you?
We are tracking account/asset status along with opportunities and troubleshooting cases all in one place. This makes response time much quicker and lets anyone who needs to be able to easily see what is going on with an account.
Recommendations to others considering the product:
Create some training of your own to assist new users with getting set up in a way that works best for your organization. This can be the most confusing part, but is easy to get passed once people have the basics down.
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