Salesforce CRM

Salesforce CRM

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Felix S.
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Hannah L.
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UM
User in Machinery
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User in Fund-Raising
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Graham P.
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Sarah G.
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View Original July 25, 2017
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Advanced customer relationship management tool"

AC
Administrator in Chemicals
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UM
User in Marketing and Advertising
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Steven A. C.
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"The platform that increased the productivity levels of my company."

What do you like best?

I like this program because it has allowed the growth of the company, it allows us to access the information or data of our clients both from the offices and from any other site of our preference, which is great and very important, since it allows us to work from several places and gives us flexibility in the workplace.

Its function of compiling and storing addresses, data, of customers in a safe and comprehensive manner, is very good since we can do a more personalized job and we have no fears or the opportunity to be lost or stolen by the competition, because Salesforce is a secure and reliable platform.

What do you dislike?

Actually, this program has performed very well in the company, but we did not have the foresight to configure the components at the beginning and we decided to do it later, which caused a complex integration, but we recognize that it was a failure of us, so I consider Salesforce an excellent program.

Recommendations to others considering the product:

Salesforce has exceeded our expectations as a company, I can certainly recommend it with the full security that will be very useful for your company as it has been for mine. Take advantage of their good versions.

What problems are you solving with the product? What benefits have you realized?

In general, this program has been of benefit, since it controls the data of our clients and stores very important information, besides this it is very easy to use, its different payment plans and options are very accessible, considering that it has an excellent result and compared with alternative programs, it is very low.

Salesforce has been an ideal tool for our sales, better management, advertising management, positively influencing our brand and business image, allowing us to grow as a company and keep productivity levels in constant progress.

Nikita K.
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Verified Current User
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"It is a best cloud based CRM."

What do you like best?

As I am QA, I haven't used much section on this. We just mange the project history by creating the project and filling the details. In which different work packet are included. Also, we can personalize the layout as per our requirement. The data is safe and secure so dont need to worry about the details kept on saleforece.

What do you dislike?

While using the salesforce I have encountered one drawback which is:

As we have to fill the time sheet on daily basis and the if I add the multiple project detail to the time sheet then it got messed up and all the detailed gets deleted. So for this we have to add again all the details.

Recommendations to others considering the product:

Yes I would recommend others to use this platform so that a good link is maintains between clients and other peoples involved in the project. Also, there are many sections which are useful for like Chatter. However as a OA the part I use is only the project details entered to check and close the workpackets created. And the timesheet which has to be filled on daily basis.

What problems are you solving with the product? What benefits have you realized?

The beneficial things for this is it taht as a user and clients we can easily manage the overall details of any project. We can easily keep the data on who so ever people are involved in the project. When each workpacket is created and closed. However as a OA the part I use is only the project details entered to check and close the workpackets created. And the timesheet which has to be filled on daily basis.

Nicole K.
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Verified Current User
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content

"Great tool to improve online sales"

What do you like best?

I like the efficiency of this software to automate the online sales force, because it has the ability to segment marketing campaigns. the forecasting function is excellent, I like that this software is well thought out.

What do you dislike?

What I do not like about this software has nothing to do with how the tool works, it has to do with the technical support area, it is very slow, to the point that 5 days can pass and the answer is still not received with the solution or first contact.

Recommendations to others considering the product:

This tool is very good for database management, undoubtedly this tool will help you improve your company's sales. On the other hand, I recommend you spend a lot of time learning and understanding the software well in order to make the most of it.

What problems are you solving with the product? What benefits have you realized?

We have been able to optimize our online sales process, for this reason we have also increased our sales, we have improved the communication with our customers, doing the analysis of the statistics. I can say that we are very happy with this tool and that it has exceeded all our expectations.

Martina S.
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Verified Current User
Review Source
content

"Salesforce is a smart choice to handle marketing "

What do you like best?

If we had to choose one of the advantages that salesforce has brought us, it would undoubtedly be its automated marketing system, with which we can choose from a wide variety of templates, very easy to customize, to send messages and online ads to total convenience. We really like that your unlimited lightning plan allows us to work totally unlimited budgets, and that allows to annex so many users for only 300 $.

What do you dislike?

The only thing that could displease us of salesforce is that it does not have integrity to cloud storage software, and therefore it is a bit complicated to export information outside of salesforce. Purchase orders are not handled, nor proposals for sales automation. It also does not allow the handling of inventory maintenance. We dislike.

Recommendations to others considering the product:

Salesforce met all the expectations we had from the beginning. We recommend it a lot for forecasting, its channel system is ideal for centralizing communication between teams, and its inventory management tool is easy to customize. We recommend it mainly for the management of online stores, and to manage extensive databases.

What problems are you solving with the product? What benefits have you realized?

With salesforce, our expense management has been optimized. In fact, it serves to keep basic business accounting, covering investments and profits, as well as the management of credits and portfolios. It also helps us improve our sales predictions, and our customer support. Another benefit brought by salesforce is that it allows us to track our progress through a comfortable system of tasks.

Tracy J H.
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Verified Current User
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content

"Conclude your sales in a practical way and with the best marketing method"

What do you like best?

Salesforce is professional software that helps you manage sales, customers and future prospects. With it you can create very detailed reports in a short time with a high degree of personalization, you can also store large amounts of files since it is a Cloud-based Software. With Salesforce your sales will increase in a very short time

What do you dislike?

Without a doubt, its cost is very high compared to others, it can be very complex and robust if you are not familiar with programming, it is very advanced software and it is very intuitive

Recommendations to others considering the product:

It is an excellent CRM for any company, easy and reliable, although you must have a good support or a person trained in programming that can guide them or if it would not be necessary to take an online course, as it is very unintuitive

What problems are you solving with the product? What benefits have you realized?

The main problem solved is that with Salesforce I can now track everything without much effort: management and control of sales and customers, reports of sales activity, among others. Thanks to its way of carrying out the updates automatically, it has also contributed to me saving time

Premjeet S.
Validated Reviewer
Verified Current User
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content

"Complete package for an organization."

What do you like best?

Salesforce CRM helps to fill timecards, apply for leave, punch in time, attendance exceptions, apply for OD's and many more.

Goals and Priority mapping is also a major feature while using salesforce.

In salesforce we can apply for any sort of request or remedies for your organization.

Timecards helps to distribute and allocate project works along the resource present in the organization.

What do you dislike?

Nothing such but salesforce allows you with a lot of options, some of which i think are not used or rarely used.

Recommendations to others considering the product:

It is a complete package for an organisation, helps to integrate different services.

What problems are you solving with the product? What benefits have you realized?

Currently in our organization we use salesforce on a daily basis either to apply for any sort of tickets request or to fill time cards.

I use it to check attendance exceptions, my punch in time and also to apply for any sort of leave.

My Goals are also defined for the next financial year by using salesforce.

For any sort of IT service, I raise a ticket from the Remedyforce Self Service option in the Salesforce CRM.

Letycia L.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce will revolutionize the way you interact with customers "

What do you like best?

With this platform we can create marketing campaigns quickly. We can cross off the completed sales through a convenient online agenda system, whose information is stored in the cloud and synchronized with the other devices (also works in a group). We like very much to be able to keep backups of customer interaction histories, and that we can use email transmissions to perform A / B tests.

What do you dislike?

There's not much I can dislike about Salesforce. Among its disadvantages is that you can not catalog enough potential customers within the page, due to the limitations of the platform to perform analysis of them (the information obtained would be very general). This platform takes a long time to natively integrate with external services such as hutspot and GetResponse.

Recommendations to others considering the product:

We recommend Salesforce for being a powerful tool in e-commerce management. It is very good to review the life cycles of each client, as well as to have total certainty about failed transactions and invoices that have not been paid. With Salesforce you get a lot of smart data, and completely automatically.

What problems are you solving with the product? What benefits have you realized?

Its automation system makes it easy to get to the sales funnels, and even build fully functional sales pipes. Its integration with services such as quickbooks makes it easier to keep accounts, with which we can track complete sales processes, bank loans, and all types of income obtained.

neha k.
Validated Reviewer
Verified Current User
Review Source
content

"Customer Relationship Management is a Technology for managing all yourcompany's relationships"

What do you like best?

It improved informational organization, improves the customer services,Automation of everyday tasks,greater efficiency for multiple teams, Improved Analytical data and reporting. It helps to manage all of your customer data in one place and allows workers to be more productive and efficient by tracking customer history and adding reminders for the sales calls and meetings. It helps to manage your growing database and speeds up the growth process. It helps centralize data.

What do you dislike?

Its expensive compared to the other system. Limitation and governor limitation restrict to perform or process on more records if it exceeds the governor limit.Lightning is too buggy in it's current state and it doesn't support visualforce except for inline VF components, Reporting used to be top notch.Now, you have to have expensive addons to get nice data mining.

What problems are you solving with the product? What benefits have you realized?

I am working in a MNC company we are using salesforce CRM becuase it's a cloud application where we can sell our products, do development and also provide services to our existing users means its a complete package where we can do develop , store data and sell our products and also capture lead.

Jose L.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce brings many improvements for sales automation "

What do you like best?

We love the price of salesforce. $ 25 a month is a fairly low price compared to most CRM software that exists. Its accounting integration is very easy to customize, as well as its management of budgets and sales contracts. Salesforce also allows you to import customer databases from Microsoft Excel. Salesforce is very easy to use and integrate to other platforms. It also has an amazing display for native Android operating system devices. The general terms we believe that Salesforce offers an excellent service, full of personalization facilities, that will help to make the workflow better and better. The Salesforce technical support team usually responds in a short time, and there is also a large community of clients with whom you can talk to cover doubts. Our small sales team is more than pleased with the use of Salesforce. It has made our work much easier than before.

What do you dislike?

It does not allow control of any kind of business maintenance. Its call center management system is a little complicated to manage, as is its landing page management system. Salesforce does not allow you to properly handle product catalog lines.

Recommendations to others considering the product:

This excellent platform for online sales management and CRM is perfect. It allows us to handle each of our contracts in a completely individualized way, and also the influence of our marketing campaigns. With Salesforce it is very easy to communicate with clients and keep track of our relationship with each of them.

What problems are you solving with the product? What benefits have you realized?

This excellent platform for online sales management and CRM is perfect. It allows us to handle each of our contracts in a completely individualized way, and also the influence of our marketing campaigns. With Salesforce it is very easy to communicate with clients and keep track of our relationship with each of them.

Marineli Josefina O.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce we like for its good marketing automation"

What do you like best?

It is excellent for online marketing campaigns. In relation to business, it serves to manage contracts, and subsequently its payments. You can review customer databases, and configure products and budgets completely fail-safe. Salesforce allows you to manage landing pages. Salesforce has turned out to be a platform with great integration facilities to different tools. It integrates comfortably to google. This online learning service offered by Salesforce proved to be of high quality. Thanks to its existence, it became easier for us to use the platform. We liked the ease of deployment that is achieved with Salesforce. We think that this is essential to achieve quality service and storage in the cloud. We have not asked the Salesforce sales team questions, since everything we needed to know for our convenience was correctly answered.

What do you dislike?

With Salesforce you can not make proposals for sales automation, nor adequately control responses by email. That is, it does not serve to manage customer service. Your customer support tracking is slow, and your live chat system has few customization options.

Recommendations to others considering the product:

Salesforce is an innovative sales platform, which helps a lot to keep an organized sales control. Its use is highly recommended for the management of landing pages, and to organize sales funnels. It also serves for the creation of exception reports. Without a doubt, Salesforce is a good option.

What problems are you solving with the product? What benefits have you realized?

The sales force authorization that we have achieved with Salesforce has been something amazing. Your sales forecasting tools are varied, and it is very easy to segment, categorize and evaluate potential customers. This is a CRM platform focused on sales management, with which it is much easier to review the life process of each business.

Chase P.
Validated Reviewer
Verified Current User
Review Source
content

"It’s the leading CRM for a reason"

What do you like best?

Salesforce is highly customizable for every situation, from the smallest organization to the biggest. There are also countless integrations that work with Salesforce, so you can look at your data in many different ways so you know to how act on it.

What do you dislike?

It can take a long time for both Admins and Users to learn how to use Salesforce. This can really cause delays in adoption.

Recommendations to others considering the product:

Make sure you are ready to invest a significant amount of time getting things set up. This isn’t going to be something that you sign up for and just get going on. Most companies will have a dedicated Salesforce Admin or hire a consultant to get them going.

What problems are you solving with the product? What benefits have you realized?

We have a fast growing sales team and there is no way we would be able to keep track of all of our potential customers and the interactions we have with them all. The cost of the software can be prohibitive at times, but in a fast growing company, it is easy to recoup those costs.

Carol C.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce makes it easy for us to track nominations"

What do you like best?

The customer evaluation and prioritization system that Salesforce brings is excellent helping to maintain the standard of potential clients. The facility it provides when creating exception reports is quite broad, and has an excellent budget management system, which helps organize expenses and investments in a short time. Salesforce luckily has sales employees quite dedicated to their work. They have shown enough effort to respond quickly, and their answers were very specific. The price of Salesforce is very economical. This has been one of the reasons why we agreed to buy it at first. In addition, it has very acceptable payment terms.

What do you dislike?

The way in which Salesforce makes the segmentations of contacts seems to us very disorganized. Its marketing campaign tool is intrusive, and the quality of call recording is quite low. When importing databases with many contacts, the platform tends to freeze.

Recommendations to others considering the product:

We recommend the platform a lot based on the good quality of its key deals manager. We also recommend your chat integration system, and social networks. It will undoubtedly be useful for the creation of exception reports, and to track the nominations of any company. It is recommended to manage budgets. We could not be more satisfied with Salesforce. We have not had problems with its use, and it has worked well on all our work devices. Salesforce with the support of an extensive online user community. Most of them are concerned with providing solutions to newcomers.

What problems are you solving with the product? What benefits have you realized?

Salesforce allows us to manage sales schedule notes very easily. It has a good chat integration, as well as good ability to integrate into social networking platforms. Its system of organization of calls through the use of lists is very detailed, and allows us to organize our records properly.

Naida S.
Validated Reviewer
Verified Current User
Review Source
content

"The best CRM in the game"

What do you like best?

It is so extremely user friendly and the amount of app options you have is phenomenal. I particularly love the customer service and large amount of resources that SF offers. This makes learning the software so much easier and makes it really easy to become a pro. They are always updating and improving it which makes it always top notch. I also love that you can integrate it with outlook.

What do you dislike?

The cost is quite high which makes it hard to get really cool features like Einstein. Feels like everything is extra and solid good FREE apps dont really exist.

Recommendations to others considering the product:

Definitely go for it. It is so much more user friendly than other softwares and you will never find a community as helpful or training as good as the ones in Salesforce. It is the future.

What problems are you solving with the product? What benefits have you realized?

Managing all of our clients and prospects in an organized spot. It writes our emails for us practically with the email templates. It keeps track of what our BD people are doing and whether their efforts are effective.

Erika B.
Validated Reviewer
Verified Current User
Review Source
content

"SalesForce CRM "

What do you like best?

I like that all the information you need is in one place and it integrates with other tools that I use on a daily basis like RingCentral app and outreach everywhere which I use to call my prospects.

What do you dislike?

I've used salesforce before but the way our current system is set up is very convoluted and complex. I have almost no ability to change incorrect data which is probably more than 70% of the data and the CRM has been customized for our business need but still seems to add way too much complexity. Wish there was a way to clean the data so that I'm not constantly doing that for someone else.

Recommendations to others considering the product:

I like salesforce but with the way that the solution is currently set up at my company it is hard to use and unnecessarily complex. My best advice would be starting from scratch to get the data cleaned but there is nothing wrong with the actual salesforce CRM. Our system is also very slow so seeing what could be done about that would also be great but not sure if that affects others at different companies or just our system.

What problems are you solving with the product? What benefits have you realized?

We are solving the issue of having reps fight over accounts by adding a protected owner into salesforce. We also are solving the issue of having to go to multiple sites to manage all the leads that come in although we still mostly use outreach for the actual calling of the prospects. Some benefits though include having company objectives for the accounts (although mostly wrong data again) and being able to reach out through outreach and have the data sync through salesforce.

Marc C.
Validated Reviewer
Verified Current User
Review Source
content

"excellent software"

What do you like best?

I like that it helps to have everything organized perfectly, I like that it is easy to use, I really like that it has the possibility of sending mass emails, it is fantastic that it allows scheduling appointments with enough time in advance from days to months, this makes it never forget

What do you dislike?

Here really there is not much to say if I have to say something that I do not like it should be that it is a bit slow and this can be a little frustrating, otherwise it can be a bit more user-friendly software

Recommendations to others considering the product:

This software is highly recommended since the functions it has are very good. It is expensive but it will not be a bad money spent

What problems are you solving with the product? What benefits have you realized?

Salesforce has been a great help since this software makes it possible to keep all our data in communication before salesforce the work was much more complicated we are really happy with salesforce because we are saving time and money

Alejandra B.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce has greatly improved our sales management"

What do you like best?

We like to be able to manage the work staff, in addition to the history of expenditures and income for them. It is easy to export databases in different formats, and synchronize sales funnels in the cloud. We like that the premium version does not limit the amount of emails that can be used, and its lightning essentials tool has excellent support, in addition to being quite automated.

What do you dislike?

We do not like synchronization with the entire suite of salesforce applications. We can not do massive email campaigns, and learning how to use the service completely can be quite a long process, since the platform is a bit complicated to manage. We do not like the little interaction that can be had with the visitors of our website. Another disadvantage is its high price, which basically requires large infrastructure that can afford it.

Recommendations to others considering the product:

This has been a fabulous customer management tool. Our relationships with them have improved a lot, and their system has made our sales management quite simple. Salesforce has always proven to be a useful service, full of interactive tools. We fully recommend it to small sales teams.

What problems are you solving with the product? What benefits have you realized?

Salesforce has made our work ridiculously simple. We are fascinated by the practicality with which we can export databases from the Microsoft Excel platform, and how quickly we can manage ERP. It is easy to manage sales campaign data, as well as individual sales.

Jhoalex P.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce makes it easy for us to create exception reports."

What do you like best?

Salesforce is a very good platform for integrating chats and even social networks. Your funnel manager (pipelines) is very practical. We find the so simple and fast way with which we can configure our products and budgets excellent. Salesforce allows us to carry out email marketing, which we like because it saves us time.

What do you dislike?

It seems to us that the quality in the recording of calls is quite low, we did not like that the recordings at the moment of being reproduced tend to present faults (As the recording stops or the sound goes away). We thought that the design of the graphic presentations that we made is quite boring, and does not allow us to customize it.

Recommendations to others considering the product:

We highly recommend Salesforce for all those companies that want to maintain their budget management in an organized way. We also recommend it to those who wish to make reception reports in a correct and fast way. Salesforce will undoubtedly make it easy for you to make all your sales predictions. It will also be very useful for analyzing competitors, statistics, correlations and even sales evolutions.

What problems are you solving with the product? What benefits have you realized?

With salesforce we have been able to track interactions in a very professional manner, as well as follow-up recommendations, activities, sources, potential customers and we can even track the interactions of our customers. Salesforce has allowed us to carry out excellent marketing campaigns, quite lucrative, which we do without the need of professional help, since the platform provides everything necessary, and is handled without much complexity.

Lauren E.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce is the BEST for a reason"

What do you like best?

I have enjoyed using Salesforce within my new company for the last month or so. The features I like the best revolve around the accessibility when working remote and the easy connection to my GoogleCal. I work in outside sales so being able to log progress while traveling is huge!

What do you dislike?

I can’t say I necessarily dislike anything, but I do wish there was an easier way to view the to-do list tasks as well as past due tasks all in one place. I might need to do some further digging to see if I might be missing a way to do this.

Recommendations to others considering the product:

Salesforce is widely used for a reason. It is versatile enough to range across many industries.

What problems are you solving with the product? What benefits have you realized?

Business problems that can be solved by using Salesforce include lack of follow up from the sales team within a timely manner. There is a specific report that you can run within the program fo showcase past due tasks that have been sitting there a whole. Not only that, but you can see open accounts that need to be closed-won/Closed-lost/contacted back for a decision with ease.

Jarold M.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce will greatly increase your sales"

What do you like best?

We like how easy it is to use salesforce to do competitor analysis and correlations. It also allows us to keep a complete track of the evolution of our sales, and allows to make exception reports. Now, salesforce also serves for graphical presentations of data.

What do you dislike?

It does not offer an integration of sales automation aimed at improving the management of customer relations, nor does it allow property alerts to real estate clients. The follow-up of customer assistance is clumsy and very uninformative. Does not allow to categorize customers online.

Recommendations to others considering the product:

It is highly recommended to use salesforce. This platform oriented to sales management will become the best ally of any small business. It allows to take customer databases properly, and allows sales force automation campaigns to be carried out correctly.

What problems are you solving with the product? What benefits have you realized?

Salesforce differs from the rest by its high capacity to perform accounting integrations. It is quite good at managing large databases, and its quality and security management is comfortable and easy to customize. Salesforce allows tracking budgets much more balanced than the rest.

Liam P.
Validated Reviewer
Verified Current User
Review Source
content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Salesforce CRM excellent software"

What do you like best?

What our company will like most about this software is that it is very effective when it comes to keeping our customer information organized, it helps us to better control our sales, it is also very easy to use, any company is capable of Salesforce CRM is the software that any company should have that saves you a lot of time and best of all is very easy to use

What do you dislike?

We do not have any negative aspects about this software because it is very effective, it is only a little expensive but our company seems quite good because it is a very effective and helpful tool

Recommendations to others considering the product:

We decided to recommend Salesforce CRM because it fits very well to the requirements of any company, it's just a matter of adaptation, but without a doubt we're doing quite well with this tool, if you use all of your configuration options you can get the most out of it. advantage for your company, works perfectly, try it is to use it for a long time

What problems are you solving with the product? What benefits have you realized?

It has worked quite well for us since our company increased sales by 40% in such a short time, we have better organized the information of each client, it gives us comfort in long hours of work, our team is pleased to use this software, it is also very easy to use, which gives us time savings

Ethan S.
Validated Reviewer
Verified Current User
Review Source
content
Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Superb functionality makes Salseforce the obvious choice"

What do you like best?

Salesforce is so powerful! There isn't much you can't add or amend to this software to tweak things how you want them to be. With seemingly unlimited storage levels too I don't have to worry about running out of space to store new clients, leads or opportunities.

I can also use salesforce safe in the knowledge that my client's contact details are secure and adhere to GDPR standards.

What do you dislike?

Whilst you can change so much, doing so is a difficult task, and you need to know the salesforce terminology to be able to do so. Also, you can change a lot though very often these are "tweaks" and you do feel like you can't really get into the back end to change things in a more logical way.

Recommendations to others considering the product:

Salesforce is the most widely use CRM on the market and it is easy to see why. There are so many powerful features, integrations and functions which mean you can give you sales team super human powers. Storage is virtually unlimited and you can store contact details scurely, which is very important in the GDPR era.

What problems are you solving with the product? What benefits have you realized?

We can see all our upcoming tasks very easily and schedule upcoming tasks to happen automatically. It revolutionises and automates our sales process so in turn helps the sales team to sell more and perform to higher levels.

Mike F.
Validated Reviewer
Verified Current User
Review Source
content

"Easy to navigate"

What do you like best?

The overall navigation is great and running reports is a breeze!. I use list views a lot and those are easy to create and view. They help me organize my accounts and determine which valuable accounts to tackle. I highly recommend it.

What do you dislike?

I honestly don't have any complaints about the tool. I guess one thing that is frustrating is when I am creating or editing a contact and I want to add a secondary email, there is a field in the edit function but when I hover over contacts, it only shows the primary. I end up either creating another contact with the secondary email so it shows up when I hover over the contact tab.

Recommendations to others considering the product:

As a sales rep, Salesforce is a must have. Super easy to use!

What problems are you solving with the product? What benefits have you realized?

It has helped me find the most valuable accounts. I am in sales so this is important. Being able to filter on the reports is very beneficial.

Pedrum K.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce - CRM for all sizes"

What do you like best?

The best thing about Salesforce is that it is usable for all business sizes. The out of the box functionality, however, may not be the best for every industry. Nearly every implementation I have ever been a part of requires custom work to ensure it meets the business needs. Whatever needs to be done, can usually be done in Salesforce.

What do you dislike?

Security monitoring is a pain. It's impossible to get a security report from Salesforce for user management. You will have to create it by hand. I wish there was a way to just pull a report from Salesforce but this is not possible.

Recommendations to others considering the product:

If you have the money to pay for implementation, its well worth it.

What problems are you solving with the product? What benefits have you realized?

The point of our CRM is to centralize data collection and our lead, opportunity, and quoting in a standard format. We eventually want to report and analyze all our data so we can improve our sales statistics.

David N.
Validated Reviewer
Verified Current User
Review Source
content

"Fantastic product!"

What do you like best?

One of the things that I like about SalesForce is its easy adaptation for each specific type of business, because it is a platform with an intelligent system that facilitates the search for new potential customers. In addition, it is not necessary to install any software, and it is very easy to use, because it allows real-time access to data loaded in the cloud, which increases performance and business efficiency by minimizing response time.

What do you dislike?

I think one of the disadvantages of this product is that it is very difficult to contact Salesforce technical support in case of some questions. Sometimes it can take days to get in touch with a responsible person, but this does not mean that your throuble will be solved or that your question will be answered at the same time. Therefore, many companies prefer to work with third-party companies that deal with Salesforce support.

Recommendations to others considering the product:

I personally recommend the use of SalesForce in your company, as it can help you maintain successful sales and make your company's performance optimal. I also recommend this product because it is always kept constantly updated, innovating more and more its features.

What problems are you solving with the product? What benefits have you realized?

The best thing about SalesForce is that it provides benefits for our company based on our needs, by finding shorter methods to solve unique sets of problems and demands. In addition, SalesForce has given us confidence and security for our company.

Maritza H.
Validated Reviewer
Verified Current User
Review Source
content

"The CRM from the cloud that offers several features in a single tool. "

What do you like best?

I really like the way it manages the customer database, it makes a great tracking among clients, members and potential customers, this has been too new for my small organization we are satisfied with its great and innovative features it is really very powerful and intuitive.

What do you dislike?

They usually increase the costs of their licenses very often is the only thing I could say that is uncomfortable, as a medium company we get a budget and this is usually annoying, otherwise Salesforce is too much, it has been most beneficial for us and my clients They appreciate just like my staff.

Recommendations to others considering the product:

I would recommend this software for its great power of intuition and grow sales of your business if you know how to use them correctly, it is very powerful that you are prepared in the learning curve to achieve it, your database management is what you are looking for and great tools for the management of clients and candidates.

What problems are you solving with the product? What benefits have you realized?

Salesforce has a great reach with incredible features, its price is fair according to its quality, it is a very intuitive software, if used as it should be it is possible to see the profits of your business, we as a company have grown considerably since its acquisition, and is that its ability to customize the tools according to your needs is notorious.

Maureen F.
Validated Reviewer
Verified Current User
Review Source
content

"Powerful, yet expensive"

What do you like best?

This product has many add on modules for customization. There is an app for your phone. It has been around since 2011. It is cloud based so all of your sales team have equal access regardless of where they are located. Infinitely searchable. Many tools made for salesforce. It can be scaled up and added to as needed.

What do you dislike?

Each module adds to the cost per month. Customizing requires hiring an outside company to complete. Certain fields cannot be modified to do what I want them to do. The formatting of the pages is very spread out so a lot of scrolling is required. It is not easy to upgrade your fields and then upgrade 1000's of files. It requires a full time salesforce administrator to keep it going. There are many features like chatter that are useless and annoying. Salesforce says it can integrate with all other programs and it cannot. The bare bones product is insufficient for proper helpful customer and account profiles. Not good for marketing unless another program is added.

Recommendations to others considering the product:

Hire someone to help you set it up so you do not need to reconfigure user profiles and too fields within the first year. Don't try to do too much on your own.

What problems are you solving with the product? What benefits have you realized?

Sales opportunities and account documentation.

Patricia C.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce shows a wide range of customer management"

What do you like best?

We really like your automation system for the sales force of online businesses, since it allows us to easily delimit marketing campaigns, and to manage communication channels (both traditional and modern) to obtain a 360 degree management of what happens in the business. We like your handling of sales commissions, and your forecasting tool.

What do you dislike?

We do not like the orientation that was given to handle fabrications. At least, it does not allow making reports or analysis of the fabrications, and does not allow to handle documents or contacts in the area. It's basically the opposite of your marketing management, exposed above. Salesforce is not recommended for the management of sales funnels, since it does not have a good filtering system for these.

Recommendations to others considering the product:

We recommend a lot of salesforce to small and medium companies whose goal is to bring a better export of sales documents. It is a good option when reviewing data graphs, and analysis of the evolution of sales. It is also recommended to use it for automatic call dialing and subsequent recordings.

What problems are you solving with the product? What benefits have you realized?

Salesforce offers great advantages for sales training. At least, in this sense, it allows managing sales reports documents, databases, training for sales teams, offers, target systems and quotas (essential for creating competition). Salesforce has an excellent system of presentations and meetings that helps a lot with the collaboration and communication between the team.

Alexis D.
Validated Reviewer
Verified Current User
Review Source
content

"Salesfroce CRM Review"

What do you like best?

I really like the simplicity of the user interface of salesforce. It is easy to navigate and i find that I enjoy looking at my company metrics because of how visually appealing the dashboards are.

What do you dislike?

I do not like the slow speed of salesforce but I am not sure if that is my offices wifi. Sometimes the data takes a while to populate in areas of salesforce and it will say "10 bios" on my salesforce but "8 bios" on someone elses".

Recommendations to others considering the product:

I would definitely recommend this software to anyone considering using Salesforce Customer Realitionship Management Tool. It is really efficient, fast, and customizable to your company. Dashboards are very visually appealing, as is the entire user interface. It is very easy for users to collaborate as you can add features like a chatter box where you can tag employees and coworkers. ANother great feature is opportunity managmenet - where you can go into the system and look at exactly where you are falling short.

What problems are you solving with the product? What benefits have you realized?

Looking at KPI metrics for recruiters and sales people, get to see where in the process we fall short.

Laura F.
Validated Reviewer
Verified Current User
Review Source
content

"Best Sales Partner"

What do you like best?

Salesforce helped us managing sales, customers and customer charges in our first project of Real Estate. We could adapt the system to our company making it really personalized to our business. It´s easy to manage and use and it allows you to make your own business program. We managed to control customers, sales team reporting, charges, sales units and documentation control with just one tool. Our system allows to make contracts, receipts and reportings. Now we are setting the second project and adapting Salesforce for the best exploitation. We`d like profit all the benefits of the system improving uses and managements. Reports are so easy to create. It´s a system that offers you the best reporting mix with effectiveness and easy handling. For us there is a before and after the company since we used Salesforce. Encourage other companies to choose Salesforce as CRM, they will not regret.

What do you dislike?

At the moment anything, we are working to integrate all the sides of our business in it. Sometimes its more difficult but it works if you know how to program. I guess it could be easier about charging control and sales meetings reporting.

Recommendations to others considering the product:

Perfect for your company and workers, it´s easy and really realiable. You can male almost anything if you count on a good support.

What problems are you solving with the product? What benefits have you realized?

Sales management and control

Customers management and control

Customer and Bank Charges

Business Reports

Sales Activity Reports

Easy and usefull tool

Brad A.
Validated Reviewer
Verified Current User
Review Source
content

"Absolutely Essential to my job"

What do you like best?

I like how it integrates with other programs (Yesware & Gmail). I also like how my company has been able to add certain features to help with our customer management ("360" page to see dozens of facets of each project, text feature).

What do you dislike?

Specifically about the text feature: I don't like how we're unable to send and receive images via the text tool, and that we're not able to access the project from each text notification email we receive. It would be helpful if, when we get an email that a customer has texted us, that we're able to click to the project page from the email.

Recommendations to others considering the product:

I can't imagine doing my job without it. The job I had before this one, the company was trying to build their own similar project management platform. It did not go well.

What problems are you solving with the product? What benefits have you realized?

Salesforce is the central hub for each of our projects, and each of our projects is very complex. It is a great project management platform.

Christie M.
Validated Reviewer
Verified Current User
Review Source
content

"The only option"

What do you like best?

I have used Salesforce in 3 different companies, all with very different needs; the set-up for each instance was very different, showing the versatility of the platform. My favorite thing about Salesforce is how intuitive it is for all kinds of users and has all of the key information you could want in a CRM. The reporting feature is also incredibly easy to use, and I find myself creating tons of reports and encourage my team to do so, as well, to highlight the information they need on a daily basis. Just about all sales tools are built to work alongside Salesforce, so that's never a worry when searching for new sales tools.

What do you dislike?

Salesforce Lightning can be very slow. When I'm opening many tabs at once (which I frequently do), their seasonal character usually pops up and the spinning wheel keeps going for a while. When your job demands many tabs and many field updates, the slow connection can lengthen what should be short tasks.

Recommendations to others considering the product:

Build out the fields with the end user in mind. Don't get so bogged down on small details that people "want" to have but mean that the key information sales will use on a daily basis is at the bottom of the page. Every wasted second of scrolling means less time that your salespeople will be closing deals.

What problems are you solving with the product? What benefits have you realized?

Keeping tabs of prospects and live clients

Keeping written activity record

Much easier to use than Dynamix

Carmen V.
Validated Reviewer
Verified Current User
Review Source
content

"Absolutely Integral to Our Business Model"

What do you like best?

The most helpful part of SalesForce CRM is the high-degree of customization that the software offers to their customers. It is also a one-size fits all solution for our business: all departments in our real estate business – from accounting to sales to marketing – are able to use SalesForce, so all of the data is kept in one software. It is also able to be integrated with so many other softwares that we may try or use regularly, so it is the one central piece upon which we can build our company's software needs.

What do you dislike?

The biggest downside to SalesForce is the learning curve. It is not the easiest or most intuitive software to learn, but that is to be expected from such an advanced software.

Recommendations to others considering the product:

My advice for people considering SalesForce is to make sure there is a dedicated person on your team who is able to manage SalesForce and customize it to your business' needs.

What problems are you solving with the product? What benefits have you realized?

The biggest benefit to using SalesForce is the ability to track EVERYTHING – leads, sales, marketing efforts, costs, etc.

William L.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce is a very useful software to control your sales"

What do you like best?

With Salesforce I can manage information about potential clients and future clients to be able to follow them up, coordinate very well with the Gmail e-mail platform and technical support has been improving a lot, also has the ability to save the e-mail templates previously sent to its later use, among other very attractive features that help me increase my clients and my sales

What do you dislike?

The technical support in my opinion is not the most efficient but it has been improving, and in a matter of costs it may not be so profitable for small companies

Recommendations to others considering the product:

We recommend using this software because it will guarantee statistics of each client that will allow them to know how to personally treat each of them according to their needs and this will increase their customers and also their sales, it is an excellent CRM tool

What problems are you solving with the product? What benefits have you realized?

We wanted to know at what point of our sales process we had better results to be able to optimize and increase our ROI, for this reason we decided to use Salesforce and it has fulfilled our expectations in a great way. The best advantage is to be able to communicate in the best way and according to your needs with our clients, given that Salesforce offers us interesting data and statistics

adam p.
Validated Reviewer
Verified Current User
Review Source
content

"Salesforce is essential"

What do you like best?

As long as you log information into SF it will be there forever. It's also easy to access from anywhere. I use another software called Veloxy that partners with SF and allow me to geographically look at my SF contacts/accounts.

What do you dislike?

It has soooo many features that I assume I am just scratching the surface of what I could be doing with it. I prefer the "classic" layout and SF continues to switch me to the new version. I find that awkward and problematic. I wish they offered simple/easy online support and tutorials.

Recommendations to others considering the product:

It's not intuitive. I would suggest someone take an online course to learn the basics.

What problems are you solving with the product? What benefits have you realized?

It keeps track of all my emails and allows me to see when my emails have been opened and how many times it has been opened. ALL my contacts are in SF and all my accounts . . . once they are entered once they remain there forever until I delete them.

Emma S.
Validated Reviewer
Verified Current User
Review Source
content

"Unlimited opportunities to make your data collection more efficient"

What do you like best?

There are so many things you can do. We work with so many different clients and creators that this is the best way to organize your data in one place. It's easy to learn, so sleek and keeps track of things so well. You can contact their help center and request changes if you want any thing changed, and they'll get it done. There are so many SF users that it's a big community of people that are going through the same issues your company is.

What do you dislike?

There are a few random things that seem like they should've naturally already been incorporated into the system, but aren't in already in there.

Recommendations to others considering the product:

It's worth every penny. Make sure to look into all the different ways you can use ALL the different functionalities. There are so many--but worth delving into them all.

What problems are you solving with the product? What benefits have you realized?

It has completely changed the way we do things. Data entry is smoother, tracking MPMs throughout the process is a breeze, and we're able to conduct reports and pull hundreds of MPMs in a few seconds. It's incredibly efficient and smooth for our company.

Noah Luis B.
Validated Reviewer
Verified Current User
Review Source
content

"excellent tool for an optimal relationship with the client"

What do you like best?

It is a great tool based on the cloud that allows to improve relations with customers in such a way that a better trust and exchanges of information is established. What I like most is that it brings together a series of functions that together facilitate and optimize processes such as customer support and product sales.

What do you dislike?

The only thing that could limit its implementation in a personal way is its price, however, once we use it and observe the great benefits it brings and the solutions generated, we realize that it is worth it.

Recommendations to others considering the product:

I recommend it because com or company gives us great benefits for the management of relations with customers, in addition to offering predefined applications that allow us to improve marketing results, strengthening relationships with partners and customers and optimize sales processes.

What problems are you solving with the product? What benefits have you realized?

a great advantage that this tool gives us is that we do not need to download or install and as something very attractive the updates are automatic. we have been able to eliminate problems of insecurity of our clients, on the contrary it provides safe, reliable, simple, easy and fast processes, besides not requiring users to have programming knowledge, which means a great opportunity and advantage over the competition

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Salesforce CRM
4.2
(8,918)