Salesforce Reviews

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.

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!

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 base 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

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.

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.