Top Pick

Salesforce Description

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Pricing

Pricing Starts At:
$25.00/month/user
Pricing Information:
Essentials - $25 per user per month
Sales Professional - $75 per user per month
Service Professional - $75 per user per month
Free Trial:
Yes

Integrations

API:
Yes, Salesforce has an API

Reviews - 60 Verified Reviews

Total
ease
features
design
support

Company Details

Company:
Salesforce
Year Founded:
1999
Headquarters:
United States
Website:
www.salesforce.com
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Product Details

Platforms
SaaS
iPhone
iPad
Android
Type of Training
Documentation
Live Online
Webinars
In Person
Customer Support
Phone Support
Online

Salesforce Features and Options

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Contact Management Software

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Sales Force Automation Software

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Enablement Software

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Manufacturing Software

Accounting Integration
ERP
MES
MRP
Maintenance Management
Purchase Order Management
Quality Management
Quotes/Estimates
Reporting/Analytics
Safety Management
Shipping Management

Inside Sales Software

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Lead Management Software

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Forecasting Software

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Real Estate CRM Software

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Construction CRM Software

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Customer Reference Management Software

Nomination Tracking
Program Notices
Reference Usage Tracking
Reward Distribution
Search

Automotive CRM Software

Call Logging
Contact Management
Customer Support
Inventory Management
Lease Management
List Management
Marketing Automation
Product Catalog
Quotes / Proposals
Service Department Management
Showroom Management
Territory Management

Sales Analytics Software

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Salesforce Lists

  • Name: Anonymous (Verified)
    Job Title: Senior Project Manager
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Versatile CRM platform by Salesforce

    Edited: Nov 02 2022

    Summary: Salesforce is undoubtedly the most versatile product for customer relationship management. It offers a highly customizable sales funnel and forecast builder to extract every lead. My experience with Salesforce was seamless.

    Positive: Onboarding on the Salesforce CRM platform is easy. There is no technical learning curve on this platform. It visualizes every potential leads pretty well. Its sales navigator helps to extract data and potential leads with a few clicks.

    Negative: I am happy with this platform, with no downside experience.

    Read More...
  • Name: Aldrin L.
    Job Title: General Manager
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Deployment
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Loved this CRM!

    Date: Apr 18 2022

    Summary: I have used Salesforce throughout three organizations that I've worked for and Salesforce is very easy to use and perhaps the best CRM out there! I would highly recommend this product.

    Positive: Salesforce is very easy to use and love the dashboard reporting. Also the integration with Outlook makes it easier to manage.

    Negative: No cons that I can think of as this is really a great product!

    Read More...
  • Name: Tatiana P.
    Job Title: Sales Support Associate
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 10,000 - 19,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Excellent CRM Platform

    Date: Feb 07 2022

    Summary: I use this daily with work to keep client information, secure & all in one place. Highly recommend this product!

    Positive: Easy to use, information is in one place, can access it anywhere - laptop, phone etc. You can attach documents, emails etc. It's like a one-stop shop for secure client information.

    Negative: Compiling Reports can be difficult with knowing which filters are best for different ones.

    Read More...
  • Name: Aaron H.
    Job Title: CEO
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator, Deployment
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    There's a good reason SalesForce is king

    Date: Aug 30 2021

    Summary: You pay for what you get with Salesforce, and they are the top dog. Best CRM on the market hands down.

    Positive: There's a good reason SalesForce is the #1 selling CRM: they do everything the best. Calling, integrations, pipeline management, everything.

    Negative: I haven't seen any cons to using this software as of yet.

    Read More...
  • Name: Frank M.
    Job Title: Director of Safety
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Increase Productivity using Salesforce

    Date: Aug 17 2021

    Summary: It is a great tool that can be used by various disciplines in one organization. It can also integrate with various other software.

    Positive: Salesforce operates like a social media application and is fully customizable to do whatever you need to be done.

    Negative: Personalization can be difficult to set up initially.

    Read More...
  • Name: Parth S.
    Job Title: Head Of Customer Experience
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User, Administrator
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Most Detailed Tool

    Date: Jul 30 2021

    Summary: Great business solution for customer support as provides glance over historic resolutions while assisting the customers and predefined templates delivers uniformity and add to productivity.

    You can even schedule emails and SMS. You also set call back reminders which will help your customer support representatives to be prompt and punctual.

    Positive: - The interface can be customized as per user's requirement
    - This tool can be used for tagging on all communication platforms e.g Call (Inbound + Outbound), Email, Chat & Social Media.
    - This tool has a provision to develop and deploy templates that can be triggered manually or automatically in person and in bulk based on preset parameters.
    -This tool provides you with an option of customized reports which can be created as per users perview.

    Negative: - As the tool is enriched in features hence you might have to invest some time to adopt for its optimum utilization.

    Read More...
  • Name: Shishir D.
    Job Title: Senior Analyst
    Length of product use: 1-2 Years
    Used How Often?: Monthly
    Role: User
    Organization Size: 20,000 or More
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best of the best

    Date: Jun 17 2021

    Summary: A great cloud based CRM solution to manage customers and their associated tasks. Fully recommend to anyone still fumbling with multiple spreadsheets or ERPs.

    Positive: We use a salesforce CRM to meet various milestones across various customers. Task alerts can be set with ease, extremely streamlined and updates quicker than instant noodles!

    Negative: Nothing to add here. Overall a great service and uses the cloud effectively.

    Read More...
  • Name: Clarissa H.
    Job Title: Benefit advisor
    Length of product use: 6-12 Months
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    I love Salesforce

    Date: Jun 10 2021

    Summary: Overall I would recommend Salesforce to any employer if they want an efficient and organized way for their employees to navigate their information and accounts. It is very easy to learn to use and very effective for keeping consumers information organized and safe.

    Positive: Very user friendly and organized. It's also very easy to navigate and has features that allow you to set reminders for any follow ups or appointments you may set which is very helpful to stay organized.

    Negative: Sometimes duplicate tasks will be created if a person that calls doesn't have a profile in the system already which can be a little tedious.

    Read More...
  • Name: Parissa A.
    Job Title: Global Campaign Manager
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 1,000 - 4,999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Salesforce: if it comes to business operations, this is the best service

    Date: Apr 26 2021

    Summary: Salesforce's design makes it a great platform for working with sales intelligence, since adapting it to other Salesforce services to deal with CRM functions is easy to achieve, and adequate in handling all the issues that may arise during the work. We recommend it for its ease of use in streamlining sales data storage.

    Positive: In Salesforce there is a generally high level of automation quality, thanks to the implementation of self-service tools, so that our own users can feel comfortable exercising their own activities. With Salesforce we can add plug-ins from its own extension store, the results of which are excellent for adding content to reports or sales.

    Negative: When it comes to workflows, Salesforce is completely useless: it does not allow us to add them from the cloud even if they are already created, and it does not allow us to manage them using some kind of integration. This is a recurring problem in the services provided by Salesforce, but in the case of Salesforce it is worse as it does not allow us to include our sales data in these workflows.

    Read More...
  • Name: Anonymous (Verified)
    Job Title: Senior Implementation Consultant
    Length of product use: 2+ Years
    Used How Often?: Daily
    Role: User
    Organization Size: 500 - 999
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    The best tool in its class

    Date: Apr 13 2021

    Summary: We use Salesforce to capture lead information, store opportunities and existing accounts information. It is used both by sales and professional services teams. We have some custom developed solutions on top as well as a few integrations with other vendors. Overall, a very robust tool for businesses with endless capabilities.

    Positive: Lead and contact management, account management, dashboards and reporting, integrations and sync, flexibility and customization.

    Negative: Can't complain about browser experience, but the mobile app is terrible. Also, the Outlook plugin oftentimes had troubles working and updates never came on time.

    Read More...
  • Name: Steven K.
    Job Title: Serve Pastor
    Length of product use: Less than 6 months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    FANTASTIC tool!

    Date: Apr 02 2021

    Summary: Overall, I can't recommend Salesforce enough. Great tool for your team and there are so many ways it can be used!

    Positive: Salesforce is a fantastic tool for sales teams. I love how customizable it is! If you can afford it, definitely recommend.

    Negative: It is pretty expensive, so start-ups may need to look elsewhere for something a little more affordable.

    Read More...
  • Name: Jason C.
    Job Title: Product Design Lead
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 26 - 99
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Salesforce is our most important sales tool

    Edited: Mar 29 2021

    Summary: Salesforce can become an indispensable option to improve sales, and therefore, profits. Our experience has been satisfactory in being able to get a head start in managing sales data, and personalized communication with customers. This seems to be one of the most efficient online CRM services we have tried to work with.

    Positive: The peak of our online marketing operations has been possible only by using Salesforce's capabilities to organize customers into interactive lists, whose information we can seamlessly access whenever we need to include it in sales reports, or to better segment it.

    Negative: Salesforce does not sync well with email back-office services, so it is impossible to run direct email campaigns involving all the leads we work with, forcing us to communicate with them individually in order to meet our quota.

    Read More...
  • Name: Kelly C.
    Job Title: Independent Contractor Hearing Examiner
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Salesforce has helped us establish optimal sales plans

    Date: Mar 22 2021

    Summary: As a service for reviewing customer databases, and communicating with them directly from them, Salesforce has everything you need to emerge as one of the easiest to use. By using the essentials plan we were able to support up to 5 people within our work session, and everyone can include their own customer data.

    Positive: The security of Salesforce allows us to ensure that there are no problems with the size of business we are running, as the adaptability of the service allows us to focus on both large and small businesses. The price of the bae version, at $25, is extremely affordable as opposed to many current CRMs.

    Negative: If we need to include contact information in external records involving funnels, this cannot be achieved through Salesforce. The platform does not get very deep into the area of mass advertising, not even through emails, which leads to not being able to do marketing from it

    Read More...
  • Name: Rodrigo V.
    Job Title: Chief Marketing Strategist
    Length of product use: 1-2 Years
    Used How Often?: Weekly
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Salesforce as a modern approach to case management

    Date: Mar 21 2021

    Summary: We recommend Salesforce as a use for organization and management of notes and files, which has been great for those uses. The dashboard has made it easy for us to know everything about our reports in great detail. We were able to create a tracking pattern for the issues so we can follow the cases from start to finish without any hassle. We have all the records organized so we know which department they belong to.

    Positive: One of the qualities of Salesforce is the organization of records of all kinds, we can have everything well organized and at the time of generating a report we do not have any loss of time. At the same time, it allows us to keep all kinds of notes organized and allows us to keep track of tasks. The scheduling of hearings is excellent.

    Negative: To be able to manipulate documents we had to integrate certain tools, otherwise it did not allow us to do anything. We need to somehow also integrate Five9 for documentation purposes, but they don't have that integration added either. You have to update the real-time update of tables, if you make a change you have to wait at least two minutes for it to appear.

    Read More...
  • Name: Lorrie F.
    Job Title: Brand Designer
    Length of product use: 1-2 Years
    Used How Often?: Daily
    Role: User
    Organization Size: 100 - 499
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Salesforce is the sales-oriented CRM that everyone needs

    Date: Mar 21 2021

    Summary: Salesforce meets all the requirements in the self-service area, and its intelligence is intuitive enough so that no problems occur when managing sales, especially if customers are in charge of coordinating the process themselves. We recommend working with Salesforce, as it is the best for keeping the entire sales team properly coordinated and all performance reports or job tracking in perfect order. Salesforce CRM is the best way to work in sales.

    Positive: Among the facilities that Salesforce provides is a contact manager to which you can import documents with contact databases in different formats. Integrating Salesforce with automated marketing services is good for more powerful campaigns.

    Negative: In view of how much it has improved our customer management through the web, we would like to invite everyone to start using Salesforce for work. There are no negative comments on Salesforce within this review, as it has proven to be a good quality software.

    Read More...