Salesforce CRM Reviews & Product Details

Salesforce has the potential to show me anything I want to see. It allows for all workers in the organization to have varying levels of access. Salesforce reporting and dashboards are a great single view option for reviewing any metric concerning the business. Salesfroce was fairly simple to teach my self. Just by seeing reports that have been made previously, I was able to understand how to build one out myself. From there, the sky is the limit. I have always had questions about the easiest way to be able to figure out how specific data sets are related to sales volume. With salesforce, it saves me soo much time to find the answers to these questions. Review collected by and hosted on G2.com.

Salesforce is a bit limited in terms of certain reports being cross referenced. In certain situations, salesforce does not allow for related reports to be combined. Setting it up is a major headache! No matter how hard you try, you cannot set it up yourself. You need to appoint a team of “Salesforce experts” (I think that’s what a lot of them call themselves) to make the application run, maintain it and fix issues if any. This was surprising for me because I was able to set up some other solutions (like Freshsales, Insightly, Zoho CRM, etc.) without hassle in a couple of minutes/hours Review collected by and hosted on G2.com.

1. The reporting section is the best and is totally customisable based on the needs.

2. The Auto Sync features with LinkedIn, Sales Navigator, and other third party tools makes life easier and all the details can be found in one place.

3. Pop-up warning if we create a duplicate record thereby ensuring all the contacts are mapped to a single account.

4. Neat and clean view for the Leads, accounts and opportunities.

5. if you are a manger/head, you can compile all the reports to a single dashboard too. This will help in avoiding navigation to the multiple tabs. Review collected by and hosted on G2.com.

1. Pardot and Salesforce sometimes face sync issues and one need to manually sync the data.

2. Setting up campaigns takes a good time. Review collected by and hosted on G2.com.

It has everything required out of the box for most of the Business and they can start using with very little or no customization.

the fact that its in cloud and don't need any on-prem infrastructure and business can use as per there requirement and scale up as and when needed.

I particularly like the Lightning version UI as its advanced and user friendly.

Any Business specific needs that is non-standard and not available out of the box can be customized/developed and integrated easily.

SFDC allows easy integration to 3rd party application by exposing or consuming API's as and when required. Review collected by and hosted on G2.com.

the quarterly updates usually are an improvements but requires some maintenance work.

SFDC test automation is made very hard due to the quarterly updates requiring maintenance of the automation scripts since there will be changes to DOM making it hard for QE to automate testing using open source framework like selenium/quantum.

Because of the above, organizations are forced to buy SFDC specific tool licenses in order to automate the testing effectively with less maintenance activity. Review collected by and hosted on G2.com.

The user interface is really well designed. And it ultimately makes the business operations a lot easier. Salesforce gives us a view of every facet of our customer interactions. It’s the key to continuing to grow and nurture all of our relationships and deliver on our movement and mission. Review collected by and hosted on G2.com.

Probably, the Salesforce CRM could come up with more unique and additional features to add on to its utility.

One would want to understand the vision and the evolution of its upcoming features in regard to the evolving business practises. Review collected by and hosted on G2.com.

I love how customizable it is! I've worked in a few different sales positions that have used Salesforce CRM and SF lightening. The customization for relevant info is amazing. As well as the customization of lead lists and other reports. Review collected by and hosted on G2.com.

Sometimes I wish it were more intuitive. There have been a few issues I've had with things not syncing with my Outreach that I use for calls/tracking. I think they fixed a lot of this with lightening though! Review collected by and hosted on G2.com.

Ease of use. I have used both the classic version and lightning version of CRM, and I personally prefer Lightning as there are less clicks and an improved more-in-depth dashboard. Super easy way to navigate through POCs of accounts and maintain a note log as a record of conversations or emails. Review collected by and hosted on G2.com.

The classic version does require you to click around more often to navigate account pages, but overall still an amazing product to work with on a day-to-day basis. Salesforce also has the capability to integrate with other apps internally for a more seamless user experience, in which I am a big fan of this. Review collected by and hosted on G2.com.