Salesforce Reviews

Summary: It provides a way to have better decision making, showing me a more complete picture of my sales and also when I can work collaboratively. When I talk about a more complete picture of my sales, I mean potential customers and the entire long cycle of purchases with respect to customers and their prospects. With this I have been able to increase the success of sales and of the entire organization, which can have access to a lot of important information that can take sales to a better level thanks to the detailed view that can be had, both of the reports of a specific account and of in a general way throughout the organization, so nothing can escape.

Salesforce Sales Cloud has been able to make it easier to keep track of all the sales opportunities I may have and to be able to correctly carry out prospecting activities. It is no longer the use of a simple Excel sheet to manage sales, but rather it goes further with multiple tools that allow me to have a good CRM within my work, making any sales process that I have totally fluid and more professional. . Several clients have even told me that they feel that they are really listened to since I keep a record of past conversations, allowing me to evaluate the needs with what I have previously mentioned and listen to proposals, thus boosting sales thanks to the information that I have at my fingertips. my hand.

I would like Salesforce to go one step further and allow small businesses to manage this platform more easily so as not to have obstacles along the way, because to be honest you have to be very well documented to be able to use this tool correctly. If you don't know what you are doing, you may be missing things that help you have potential customers and not generate as many sales as expected. For this reason, a version with few features would not be bad, but with a potential similar to the one currently found with the aim of allowing small businesses to grow more easily.

Positive: The perfect integration with many other platforms such as Zoho, Outlook or Google make me choose this platform for CRM management within my work environment. Having a connection with these platforms and others to have my clients' contacts connected allows me to make the sales funnel more efficient and at the end of the day I can reach potential clients that drive more sales. With the integrations, it allows me to leave Salesforce as little as possible without having to go back and forth from platform to platform, so for example I can check the email that comes to me from my clients without having to go to Outlook.

The report panel is very complete, and I like the customization of it, besides that it is available in any plan that I choose, so no user would have limits in the customization of their reports. Creating a list to be able to filter more easily is not a complicated task, everything I need to know is included in a single panel, you just need to know how to read and understand the data that Salesforce provides to get the most out of the information that this platform is providing.

The information that I can store from each client is very detailed, so it will not be difficult for me to keep track of the clients that I have handled before, making this practical to be able to determine whether a sale is successful or not. In addition, I can easily import all the customer data from another platform so that I do not have to make manual entries, but simply follow an order from a template that Sales Cloud provides me so that when importing everything is satisfactory and there are no errors in the process.

Negative: It requires a high degree of specialization for the correct handling of this platform, since the number of tools available becomes overwhelming for someone who is not an expert or not trained, so first any user who has never used this type of platform must first go through a big learning curve to get the most out of it and have a good connection with potential customers to have smarter sales. I recommend that you take at least a full training course on this platform before you can apply the planned strategies and connect with customers, since the performance that Sales Cloud offers depends not only on the platform itself, but also on how it works. the user will carry out the sales management. Therefore, my recommendation that I am giving is more accurate for a company or a person who wants to take sales and customer management to another level.

The interface should be more polished so that it is more intuitive to use, even having prior knowledge of the use of Sales Cloud since there are functions that are difficult to locate and that I sometimes get lost in the search. Also improving performance would not be bad, every time I want to enter Sales Cloud, I have to wait for a large amount of data to load before I can start my daily management of my contacts and sales, so it is easier for me to leave the computer turned on to have everything ready without having to wait for all the data to load so I can use this platform. To attach you also need mobile applications of this Salesforce tool, there is currently an application, but it does not focus on what I need Sales Cloud to be, so what is in the application store is the general version of Salesforce which I don't need. I understand that it's a cloud-based feature, but that's not to say that it can't be easily converted into cloud-connectable applications like virtually all SaaS platforms do today.

Summary: I have been able to maintain a large number of company data regarding sales and also, thanks to the integration with other platforms, I can keep all the information within a single space, so I can say that it is more practical to have integrations with both the Salesforce products like those of other platforms. I was able to exponentially improve what I am selling, being able to better measure the exact price through the demand to be able to attract more clients when everything is more striking, also thanks to Salesforce I was able to improve the workflow regarding how many sales we can determine to attend in a normal business day. With this platform I was able to obtain the details of the clients and potential clients to have knowledge of it by being able to deepen and be able to create stable relationships and improve and personalize the interactions with the clients, boosting the sales of my company. With Salesforce I have more dynamism since I can gain time when executing a sale and it connects me more with the client throughout the entire sales process or cycle, being able to detail everything from end to end.

Positive: º I can create detailed customer profiles to maintain the best relationships by knowing what to look for in a market like the one my company is in. This makes things much easier when it is necessary to take into account what are the aspects and characteristics that some clients need when contracting a service, thus being able to provide all the best support to clients since with their profiles we can recognize the recurrence of the client. and understand who we are dealing with when managing the company's sales, whether it is a natural person or a company wanting to contract the services of mine.

º The technical support has been one of the most friendly and understandable I have ever had. Thanks to your help I have been able to boost certain areas of my company that I had neglected, so with some Salesforce tools and the technical support team I have been able to successfully implement this platform to boost sales of the services that my company offers and not be left behind with competition by using the same platform.

º It is very customizable, I can configure everything for a specific group of users or in a general way, so I really like that I can have freedom with a platform as robust as this one. It is super convenient to be able to work in this way without any limitations, since if the implementation is difficult, it is not expected that it will not be configurable, but on the contrary, that it can be customized to the level of the needs of each company.

º I can manage client accounts in order to obtain the sales that I have generated with that client. This helps me a lot to speed up the billing process when making cuts each month. I like it because the reports I generate on client accounts are very detailed, thus allowing me to have everything clearer both for myself and for my clients and to maintain a stable and reliable relationship.

º I like that I can have an application for iOS, it is very comfortable when I can have the platforms that I use for work within the palm of my hand. With Salesforce on devices I can immediately have the contacts of the clients and their accounts. In addition, I can see the opportunities that arise in the market without having to go to my desktop computer, but I see everything through the mobile application.

Negative: º I have a synchronization problem that sometimes happens that not all the data entered is reflected to the entire sales team of the company. This is a huge headache because I require everything to be in sync and I also need everything to be in real time when I want everyone to have the same information on their screens.

º I would like the user interface to be more friendly so that new users have the ability to integrate more easily into the platform. Currently I can say that it is not for everyone to be able to use Salesforce tools, so a great deal of training is required to be able to fully understand the system without getting lost along the way. They could also include good tutorials to explain all the tools and make the learning process easier for new users.

º The prices are not the best or they are not so competitive. I have seen many more affordable options, but less professional or simpler. However, it seems that the prices are inflated because I have also seen platforms with similar or the same functions, simpler, but with a lower percentage of price compared to Salesforce. Although it is a negative point, I can be calm since I integrate many Salesforce platforms and even when I think about it, it is much cheaper than just having a Salesforce platform individually and not interconnected.

º If I want to make changes within the platform that do not harm the work that is done with this platform within my company, then I have to contact support to guide me since there are things that are not fully understood and so as not to stop the process It's best to contact Salesforce support if any changes are going to be implemented without breaking anything. Also, in case something goes wrong, do not go through cumbersome waiting times since this platform is very difficult to handle in all aspects.

Summary: For a large organization with staff with deep experience with Salesforce I think it's the best option out there. But for smaller organizations with less sophisticated needs I have found that there are alternatives that I prefer.

Positive: Our non-profit uses Salesforce as our donor management system. Its pros are that it has multiple integrations with other software so all your systems can be "talking to each other". For example, we used salesforce with iContact to send out regular newsletters and communications. Salesforce also has the ability to analyze your data with a seemingly endless number of filters.

Negative: I was never formally trained to use Salesforce, and have found that it is not very intuitive for those who are trying to "self-teach". The interface is also not very visually appealing, making it a tool I use with hesitation rather than one I'm keen to jump into and use to answer my questions or do my work.

Summary: SalesForce has allowed us to make our way with the use of CRM, among the most important functions are the registration of emails, collection of potential customers, in addition to tracking all customer interaction to increase our sales and overall opportunities. Thanks to its e-mail messaging system, we generate a business assistance option via e-mail, when a customer needs advice or assistance in any business or has a problem, we proceed with incident actions. With SalesForce and its functions for capturing and tracking potential customers, we can also audit sales operators to determine how well they are doing their job.

Positive: We can monitor all the activity that exists between our sales people and prospects in real time, to determine how effectively our marketing processes are being managed. With SalesForce we can customize the activities that are performed with our customers or we can adapt them to the needs of the organization, we perform a target segmentation with our customers to try to streamline sales processes. The SalesForce algorithm is intuitive and predictive, with continuous use of the program by any operator within four hours, allows the application to adapt to staff and streamline processes and pop-ups.

Negative: When requesting certain basic reports the SalesForce application has some limitations, for example, it is very complicated to generate reports where data from regular customers and potential customers are unified in a single procedure. When you close an SF and want to open it the next day, the program generates an overwhelming amount of tabs that cause the application to partially collapse and you must proceed to close one by one. Sometimes, when applying customer acquisition actions by email, when sending a default message SalesForce generates a very annoying error window that is impossible to decipher the problem since it is ineligible what it says.

Summary: Overall, I highly recommend salesforce to any and all organizations. It can help you scale your business and keep your data organized.

Positive: I love that I can have a single system of record to keep all of my data from leads, contacts, different accounts, sales, everything. I use it every day and it keeps me from losing valuable information and drowning in unorganized customer data.

Negative: From what I understand, implementation can be brutal, but I haven’t experienced that first hand.

Summary: The most notable feedback on Salesforce from our sales team is that profits have increased tremendously since we started using it to develop our customer management. It is much more convenient to communicate through Salesforce than any other software.

Positive: Salesforce does not make us deal with very difficult communication methods with customers, making contact with them as easy as possible. In this sense, we have noticed that customers feel much more involved in the product sales process than they did before, due to the greater agility in communicating with them.

Negative: Our company's landing pages are not well managed from Salesforce in a way that allows us to acquire more information about the visiting audience, so the processes for converting page visitors to customers can be limited in terms of information. You can't count on mass marketing from Salesforce.

Summary: Salesforce is used throughout the organization. It reduces cost of sales, increases customer retention, improves customer service, builds more sustainable relationships, increases employee productivity, is secure and well protected, and is free to use for laptops, smartphones and Mobile access to company data from mobile devices such as tablets, as well as flexibility to increase overall efficiency and quickly meet business needs.

Positive: Salesforce allows us to easily collaborate with our team to securely share information and effectively connect with our employees. We create custom reports so we can analyze all the information from within our organization. Salesforce provides excellent analytics and reporting capabilities. This is a great tool to increase our overall productivity. We like to use this software for data tracking and I like that it provides accurate reports so we can make better decisions based on the reports obtained. Most organizations use it.

Negative: The navigation interface for simple tasks can get complicated. Online video based training is more available.

Summary: Salesforce is an excellent CRM for use by any company in the market whether large or small. You don't need to be very knowledgeable to use it, even though it has quite a few features it can be overwhelming Salesforce can be used by anyone considering using it. It helps us in an easy way to plan the exploration and visits of each client which makes the information arrive quickly, reliably and concisely. We were able to address at the beginning the management of user support through the control of your account to be able to provide help in each case comma optimizing each task and each objective in order to develop the client's project. We were also able to manage a call order with this software, we were able to track each visit of each representative call rate and a variety of indicators needed for each one.

Positive: We have been able to implement in our sales department the management of mapping and customer profiles, which has allowed us to maintain an organized way all the reports generated with each one of them. Salesforce has one of the best CRM designs on the market and has a wide range of design customization that we can easily adapt to what our buffet accommodates. By this we only mean that it has a basic simplicity according to the user interface that we show both in our sales department and to each customer in general.

Negative: With the next updates we would like you to implement a mass emailing as it is too tedious and cumbersome to be sending each client the progress of their case. Sometimes we generate an automatic response that we can easily forward to more than 15 or 20 clients, but in this case we can only do it individually. Although we can see it as a great feature the fact that Salesforce has too many features and options could overwhelm us in a simple way and not know what kind of option to use in each report.

Summary: Salesforce CRM is a great tool for many types of businesses, in addition to being more adjustable and therefore can be deployed to consumers with a minimum of effort. We are bringing customers to buy our items on the Internet, instead of using our typical means of calling the warehouse and also buying the items. In fact, we have additionally incorporated the e-commerce application with our inheritance systems and, therefore, orders are coming perfectly into the legacy system and they can be sent to customers, as well as can be tracked using the website.

Positive: One of the most practical attributes of the sales force CRM is that it brings together businesses as well as customers and can also be adapted to different customer demands. The best thing I like about Salesforce CRM is that it can be integrated with multiple departments, such as advertising and marketing, sales and also business. In our company, we make use of the sales force for our e-commerce system to attract customers to buy our products online. We can also produce much better personalized web pages for customers who use the visual strength page. Salesforce also maintains the flash view as well as the classic view, which can help users switch between the views they want.

Negative: The downside of Salesforce CRM is its storage limit. It can save a small amount of kb per page and, therefore, generates a restriction to store a lot of information. This applies to the visual force web page.

Summary: Salesforce is an excellent product for large corporations that are trying to streamline marketing and sales activities and get their data in one place. It is not for small businesses who are trying to break into the AI or automation space.

Positive: Salesforce is an incredibly powerful tool that can be customized for a variety of businesses. It truly gives the business the capability to have an all-in-one business hub where you can perform all your marketing and sales tasks in a very dynamic environment.

Negative: Salesforce is not for small businesses. It's expensive and hard to setup. The learning curve of Salesforce is steep, and it's not always the most intuitive system.

Summary: Overall, everything has worked perfectly well on my end from sales and marketing automation to contact management.

Positive: I like how it is easy to manage customer support across all channels through the service platform.
Sales and marketing is at breeze since we personalize through AI integration.

Negative: It is extremely overwhelming to integrate Salesforce with external applications without seeking help.

Summary: Overall with responsive customer support.
Helps to turn all our leads into customers.
Improve sales and the best CRM to use.

Positive: Great with improving sales.
Helps with turning the leads into opportunities.
Great customer support and easy to integrate with other software

Negative: User friendly and reliable with improving customer relations

Summary: Looking back on implementation, we spent more than double the budget we initially budgeted. It was painful to implement and our team spent 3 years customizing, planning & preparing for implementation.

Positive: The ability to customize this software is extremely robust and useful. This is the gold standard of CRM's in the industry.

Negative: The price and time to implement was extremely long and was much more than we anticipated.

Summary: If you are looking for either a CRM platform or low-code platform: best to look somewhere else. The only reason this platform still sells is because they shaped the initial market and now have the name. Similar too "nobody got fired for buying IBM" some years ago, this now unfortunately completely applies to SalesForce platform.

Positive: The concept was great, when it started, yet that is basically the only positive to mention about this platform.

Negative: Under the hood this platform is possibly the worst of all low-code / CRM tools on the market today... (basically technologically obsolete / legacy).

Very slow (used it at several companies, with small and enterprise licenses /edition: in all cases slow).

Not easy to configure / simple to use compared to other CRM solutions on the market

Marketplace offerings promise a lot deliver very little. At the different companies I worked where Salesforce was used, every single marketplace add-on cost way more time to get it working, and way more effort and consultancy, to be able to call this a true marketplace.
Very nice for the bigger SI's though as a money maker as this platform needs a lot of consultancy to work any close to reasonable.

Summary: My experience with them for my current company was terrible. I realized our sub 10k monthly spend did not get as much attention as my previous M+ spend (to be expected), but the level of support was pitiful, so we plan to cancel. NOT start-up friendly. Would not recommend to anyone Fortune 10 to 10 dollars in revenue!

Positive: The pros are that Salesforce has more data than any other CRM and as such can offer a suite of products and services that no other CRM can achieve.

Negative: This could be long, but I will keep it simple. Salesforce is too cumbersome and too expensive to ever make sense for 80% of organizations and 97%+ for start-ups or mid-sized businesses. You need experts and each user will have to learn on their own or you have to hire more salesforce admins! $$$$