Salesforce Customer Portal Reviews & Product Details

Salesforce Customer Portal Overview

What is Salesforce Customer Portal?

Your customers and agents can even interact in the ideas and answers communities.You'll see loyalty go up while your service costs go down.

Salesforce Customer Portal Details
Product Description

Your customers and agents can even interact in the ideas and answers communities.You'll see loyalty go up while your service costs go down.


Seller Details
Seller
Salesforce
Ownership
NYSE:CRM
Company Website
Phone
+1 (800) 667-6389
Year Founded
1999
HQ Location
San Francisco, CA
Total Revenue (USD mm)
$17,098
Twitter
@salesforce
531,323 Twitter followers
LinkedIn® Page
www.linkedin.com
47,310 employees on LinkedIn®
Description

Salesforce is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.

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Salesforce Customer Portal Reviews

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CI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

It is very easy to set up a new portal and setting up new users to access the portal.

The Customer Portal is highly customizable and I have been involved with several projects from the development side of the business. We had set up several customers logging into the same portal and adjust the screens and pages necessary for each individual customer. Deploying from the Staging environment to Production takes some time to get used to. You have to make sure that you have above a certain percentage of code that has been tested. Without this being met, you are unable to deploy to production. If there is a nuance between Staging and Production test code, you could have an issue on Deployment night. Review collected by and hosted on G2.com.

What do you dislike?

Being able to hide and show various tabs based on the users role was tricky to implement. If you have to create something that deviates from the normal Saleforce offering was difficult. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you require users to log into a system and have the site customized to specific user roles, this product would be good to try and implement your solution with. Review collected by and hosted on G2.com.

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

We wanted to satisfy several customers accessing single point of entry to be able to provide return products to a customer. By allowing different companies to log into the same portal, Salesforce is able to adjust the look and feel for each customers experience. This being all configurable. Review collected by and hosted on G2.com.

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Director, Salesforce Operations
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It's so easy to make changes to the platform, that you can almost get in trouble doing it. But, there is so much documentation out there you can literally find an answer for anything. Also, the user community is incredible, it's a different experience than what you have for Microsoft or any tool that I can think of. Also you can very easily customize it to your business. Lastly what I'll say is depending on where you are at least a couple of times a year they have events (free usually) that you can meet with other users and see what's going on with the product. Review collected by and hosted on G2.com.

What do you dislike?

It's so easy to go down a rabbit hole and create something that ends up being totally pointless or encourages a bad process. You can make changes so easily that if you haven't thought them out properly they really can reek havoc on your business and it can create a sort of negative attitude with the tool. SF is also changing from "classic" to "Lightning" which for people on the old version means learning how to use the tool again. It also means that as an admin you have to learn two systems and move between the two. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you buy the right version. Start small and scale up. You can't do everything at once so don't pay for Pardot, CPQ, Service Cloud, Sales Cloud etc all at once if you are going to roll out the tool to different departments each quarter Review collected by and hosted on G2.com.

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

Our sales folks are so much more efficient it's amazing. Deals are being closed faster and more customers are contacted much more frequently. As you get more comfortable with the tool (we use the EE edition) then you can make triggers and automate things that keep the effort down to a minimum and the people using the tool feeling like they are serving the customer and not the analytics department. Review collected by and hosted on G2.com.

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AN
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Collaborative portals and social discussion forums are best in class with Salesforce.

SalesForce is best in class when it comes to CRM and its capabilities. Several systems integrate with Salesforce. In our organization, we have integrated SalesForce with Celigo, NetSuite, TSheets, Box, SImpplr Intranet and Microsoft Outlook. Review collected by and hosted on G2.com.

What do you dislike?

Would be nice if there were nice training vidoes around it. There is really nothing else to not like. They did a great job. Creating reports and Dashboards could have been a little easier. I am sure they are working on some advanced training tools for this. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Great Product, glad we went live with it.

My advice to other users looking to use SalesForce is "GO for it, you really cannot go wrong with this tool"

It is an open CRM which can connect to pretty much anything. The workflow and functionality is simply awesome! Review collected by and hosted on G2.com.

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

System and people collaboration, system integration. SalesForce is our system of record and we are pleased with SalesForce. Its a great product. Review collected by and hosted on G2.com.

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Full Stack Engineer
Computer Software
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

We really liked the Lightning Console which gives complete view of the customer. It gives 360-degree view of customer and deliver support for mobile app. It very configure it with exisiting Support system. Ofcourse Salesforce gives a best customer support.It’s this connected world that we’re striving towards. With technologies such as Salesforce and our professional partners, we really can deliver this connected customer experience.It was more about what a CRM on cloud and what are the broad benefits it is delivering organization wide. Review collected by and hosted on G2.com.

What do you dislike?

Reports need to tweak to get the desired output. Employee Management need to be little more easier to operate, it ignores lot of common scenarios Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Take trails before adopting it. Only use services which are needed by your company. Review collected by and hosted on G2.com.

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

We used Service Cloud to manage all its interactions with employers, from acquisition to support.It helped to achieve greater transparency and active discussions on how customer processes should handled. Managers have instant access to information on opportunities and support cases. They can analyse performance of a particular market, organisation or process; and display this information in the office. Review collected by and hosted on G2.com.

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AN
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

We implemented customer community (what used to be customer portal) about a year ago. We built membership portal there, integrated with learning management software and built an estore.

It’s s great tool to build a robust customer portal experience with minimum coding.

It’s part of our Salesforce CRM and as such it was easy to build 360 degree customer view and let customers interact with the organization and update their own information . Review collected by and hosted on G2.com.

What do you dislike?

It requires community licenses, depending on the number of licensed needed cost can add up. However Salesforce offered “pool of licenses”, that helps to control the cost. Review collected by and hosted on G2.com.

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

We built member portal on the customer community to interact with our members, Give them access to their company info(to update), built member directory and estore.

Because it’s a part of our SF CRM we don’t need to integrate it with the backend system. Information from the portal flows directly to our CRM.

We we also able to connect estore with the accounting system that lives within SF realm.

Portal requires minimal maintainace and can be built/managed with minimal to no coding. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Seamless implementation (Native functionality = Great Control and Flexibility) from a company who sets the standards for corporate culture. Salesforce Customer Portal allows us to connect with our clients, many of which prefer an online solution over email/phone. Review collected by and hosted on G2.com.

What do you dislike?

Scope creep when it comes to building business process. Review collected by and hosted on G2.com.

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

Connecting with customers to enhance the customer journey and experience. Issues can quickly and easily be resolved without the need to pick up a phone or send an email. Customers log their issues directly into the same systems our sales, delivery, support, product, leadership, etc. teams use. This visibility is invaluable to growing the business, identifying opportunities, and identifying core product enhancements. Review collected by and hosted on G2.com.

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Technology Operations Manager
Transportation/Trucking/Railroad
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

customization is what this software is about. ties in to O365 very easily and cuts down time and effort. Review collected by and hosted on G2.com.

What do you dislike?

you cannot use it right out of the box. salesforce sells you the solution but then have to find a consultant to help you set it up Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you are new to it do not expect to start using it right away, invest in a 3rd party consultant to tailor it for your need. this will save you so much time and money Review collected by and hosted on G2.com.

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

CRM, web interface for interaction, and payment tracking Review collected by and hosted on G2.com.

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UP
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Salesforce Customer Portal is a software used in my daily routine in the pharmaceutical industry. This program allows me to organize hundreds of business accounts by master ID. Each account is organized by a parent and child account. The account profile has information regarding the healthcare provider at each location. Review collected by and hosted on G2.com.

What do you dislike?

I have not run into many issues with this program after using it for almost a full year. It tends to freeze if there are multiple windows open, but this has not been a big issue. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would recommend this program to other employees in the health care industry. This program is very easy to use and the format displays all of the options at the top of the screen. You are able to add and delete information as you go along in the business as well as see which providers are at each location. The program is beneficial to small and large businesses depending on the number of clients in your region. It is also on the cheaper side compared to other programs in the market. Review collected by and hosted on G2.com.

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

Salesforce Customer Portal offers a wide variety of solutions to small business problems. It is a great organizational tool that allows you to see all of your accounts and add information throughout the quarter. Review collected by and hosted on G2.com.

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Principal Engineer
Information Technology and Services
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like it's integration with jetbrains IDE, because it's helps us a lot in the development process, speed up our works, also it have features that will cover all of your developers need, like Extensive code navigation also Integrated API documentation, it also have probably the best user experience compared to it's other competitors. Review collected by and hosted on G2.com.

What do you dislike?

i don't like the limitation of sending mass emails and storage spaces. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

There are several CRM you could pick, but salesforce probably the best for your development and your customer, it have intuitive user experience, good supports and good integrations. Review collected by and hosted on G2.com.

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

Salesforce helps us manage our customers issues, also helps our customer supports and increase our customer satisfactions. Review collected by and hosted on G2.com.

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Graduate Research Assistant
Higher Education
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I can even find a customer with a wrong name. They automatically bring me all names close to what I type Review collected by and hosted on G2.com.

What do you dislike?

It happened only once though, when I pulled up information of a customer to send an email, a link to email her that was supposed to be there didn't show up for some reason. I believe it is just an error. Review collected by and hosted on G2.com.

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

When customers ask me how their cases are going, I can pull up their information under which all of process are logged so that I can walk them through the status of cases even when I'm not in charge of their cases. Review collected by and hosted on G2.com.

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Sales Engineer, Service Providers EMEA
Computer Software
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I can find almost any information related to customers: contact info, the business we're currently having with them, open cases, etc. Review collected by and hosted on G2.com.

What do you dislike?

The navigation is not that user-friendly/intuitive, having to click a lot to find the desired information. Review collected by and hosted on G2.com.

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

I can easily see current clients' issues to which I can add my input and see the progress towards a certain issue's resolve. Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Makes easy for customers to find everything they wanted at a single place.

Easy to communicate with peers

Helps to browse the articles at one place.

Helps to solve customer facing problems in very less amount of time Review collected by and hosted on G2.com.

What do you dislike?

Only few templates are available as of now for building communities .It would be great if we can have more in build templates Review collected by and hosted on G2.com.

Recommendations to others considering the product:

One of best one to use if you are planning to a build a new portal.

Utilize existing capabilities for building your own templates fast and in less time.

Great User Interface for Customer to solve the problems easily. Review collected by and hosted on G2.com.

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

Helped customers a lot to chatter with others.

Single Place to store all the knowledge articles

Faster Performance helps to close deals easily.

Great UI for mobile and desktop experience Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

The reporting function allows us to easily monitor status at our business partners.

Can control exactly which fields are visible to ensure InfoSec compliance. Review collected by and hosted on G2.com.

What do you dislike?

The login url isn't robust and causes a lot of user confusion. Even worse is after auto-logout, by default portal user is taken to generic login screen that will refuse their password as they aren't logging in at the portal url Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Try to understand if you want to use portal or community. Review collected by and hosted on G2.com.

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

Communication with our manufacturing partners for work (job) orders. By eliminating paper we've ensured the latest edition of instructions reach the person actually performing the work. Salesforce reporting functions allow us to track metrics such as number of jobs open and average time to completion. Review collected by and hosted on G2.com.

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UR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I liked that the portal was easy for all parties to use. It didn't take much time for people to pick it up. We preferred it to our previous portal. Review collected by and hosted on G2.com.

What do you dislike?

I didn't really have any issues with the portal. We were all been happy with the way that it was implemented in our day to day work and felt that it was better than our previous portal. Review collected by and hosted on G2.com.

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

We used it for staffing and traffic through our site. We have liked how easy it is for everyone to use. We realized that it was more user friendly than other alternatives. Review collected by and hosted on G2.com.

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Business Intelligence Developer
Consumer Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The software is very easy to use and the design is intuitive Review collected by and hosted on G2.com.

What do you dislike?

Just like most other tech giants, you pay a little more than you’d like, but it is what it is. Review collected by and hosted on G2.com.

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

The customer portal makes it very easy to view details and take care of most anything you’d need to do on a regular basis. Review collected by and hosted on G2.com.

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UC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

It is so easy to track relationship histories in Salesforce. We are able to keep tabs on long term conversations with partners Review collected by and hosted on G2.com.

What do you dislike?

There could be better document management on the platform to version control. Review collected by and hosted on G2.com.

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

We are now have an organized system to keep tabs on external relationships. We are able to much better report to our donors. Review collected by and hosted on G2.com.

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CI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I guess I like it because I’m used to it. Other than that I really don’t. Review collected by and hosted on G2.com.

What do you dislike?

I struggled when I started with it, it just doesn’t seem logically organized to me. Some of the menus are in sections that are completely not relevant to what you would need to access them for. Review collected by and hosted on G2.com.

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

I get everything done that I need to. I wouldn’t say I solve problems with Salesfirce. I would say I solve problems. Sales force does what it’s supposed to. I don’t seem to be adept at the operation of it perhaps. Review collected by and hosted on G2.com.

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Information Technology Systems Director
Transportation/Trucking/Railroad
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

We like the ability to run reports and compare fiscal quarters and years Review collected by and hosted on G2.com.

What do you dislike?

We wish it would cost less, but also know it has increased our salesmen accountability Review collected by and hosted on G2.com.

Recommendations to others considering the product:

If you have a team of 10 or more salesmen this is a must have. Review collected by and hosted on G2.com.

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

Better evaluation of each salesmen based on actual sales data Review collected by and hosted on G2.com.

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CI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

The reporting functions are very helpful for monitoring business partners' statuses.

Single platform is great for basically all sales and service needs Review collected by and hosted on G2.com.

What do you dislike?

It is not easy to set up, needed outside assistance when the product was first received Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Would really recommend having someone walk over the setup process and do a tutorial of sorts. Review collected by and hosted on G2.com.

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

Mainly being able to track our partners' statuses and go in depth to see who is performing what task. Great as an online interaction tool so that you can go paperless. Review collected by and hosted on G2.com.

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IW
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Ease of use. Integration with our other systems is key and this does it. It's really easy to use. Users and customers, salespeople, etc. like it. It's popular. More popular than others we have tried. Review collected by and hosted on G2.com.

What do you dislike?

Not sure what people don't like. I'm not as close to it to really talk about that aspect. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Not sure. Review collected by and hosted on G2.com.

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

Getting to statistics is easier. It's the first product in this category that has actually worked for us, and that we are satisfied with. Review collected by and hosted on G2.com.

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Research Assistant
Hospital & Health Care
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I have used it at various sales and costumer service jobs in the past, is really user friendly and easy to pick up. Review collected by and hosted on G2.com.

What do you dislike?

Small bug glitches, cannot recall specific instances. Review collected by and hosted on G2.com.

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

Capturing costumer orders quickly and accurately. Review collected by and hosted on G2.com.

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IC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Portal loads very quick. Great customizations can be done with less effort. Support from salesforce is pretty good. Review collected by and hosted on G2.com.

What do you dislike?

No support for public cloud systems like amazon EC2. Moving away from salesforce can be tricky and difficult process. Review collected by and hosted on G2.com.

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

It lets us easily create web pages that are exposed to customers. Customers can write reviews about their experience buying our products and this helps other customers with their shopping experience. Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Salesforce enables comprehensive and holistic engagement with constituents. and when done right the results are measurable and meaningful. in one use case, we needed to increase applications among a target group. we used to send an email and hope. Review collected by and hosted on G2.com.

What do you dislike?

The Basic Product works well as Out of the Box. Building Current Business Processes took more effort than was projected. Review collected by and hosted on G2.com.

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

Customer and employee management Review collected by and hosted on G2.com.

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AT
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

This is very user friendly. Nothing mind blowing. Review collected by and hosted on G2.com.

What do you dislike?

Nothing negative either. Haven’t found negatives yet. Review collected by and hosted on G2.com.

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

Benefits and account setups Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Salesforce has a user-friendly functionality where any new user can able to understand and use it Review collected by and hosted on G2.com.

What do you dislike?

So far I haven't found any issues with while using Salesforce Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would recommend others to switch Salesforce customer portal which is the best portal in the marketplace. Review collected by and hosted on G2.com.

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

Salesforce helped us to resolve our customer relationship activities. Review collected by and hosted on G2.com.

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