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Salesforce Customer Self-Service

4.1
(75)

Salesforce Customer Self-Service helps customers find answers fast, on their own terms and time frame. It gives your customers the self-service portals, discussion forums, and access to the answers they need quickly, anytime, and from their laptop, tablet, or mobile device.

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Salesforce Customer Self-Service Reviews

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Showing 75 Salesforce Customer Self-Service reviews
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Salesforce Customer Self-Service review by Internal Consultant
Internal Consultant
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"the best CRM software"

What do you like best?

the idea that its a very smooth loading program with all my info wherever you are, and it can be linked back to our onsite data, and updating locations to links is done once and it populates across the whole site and company

What do you dislike?

the programming is a curve to learn as its its own language visual force, its almost like visual studio but it does have a learning curve involved, but once you know it and get the grip of it its a breeze

Recommendations to others considering the product

make sure to negotiate before hand everything that is included and sign up for the longest contract possible for the biggest discount as you are gonna love it and you want to get the best deal possible

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

we needed something that everyone onsite and offsite should have easy access, in the past we had everything scattered across different platforms as everyone used whats easy for them, but now all is centrally managed and its secure who has access to what data

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Salesforce Customer Self-Service review by User in Entertainment
User in Entertainment
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"Powerful Platform with incredible features"

What do you like best?

Salesforce is one of the most valuable tools in every business and for us in tracking emailing clients through a funnel. It allows us to build an internal or external relationship with our clients and how to track the member activity and engagement in some very powerful ways. Also tracking the work of our organizers and representatives too.

What do you dislike?

It has a steep learning curve and you must train yourself to be more and more familiar with Salesforce. I've been using it for a couple of years for email campaigns and weekly newsletters, and yet I've barely known some of the structures for what I could be able to or not be able to do. I didn't have time to devote for more learning experiences with Salesforce.

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

It allows you to track your clients or members and then see the arc of their interaction with your organization. It allows you to create a journey and experience based on their interactions with your business and gives you a quick follow-up when someone shows signs of life.

What Customer Self-Service solution do you use?

Thanks for letting us know!
Salesforce Customer Self-Service review by Roger F. F.
Roger F. F.
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"The best inside sales for college admissions and recruitment"

What do you like best?

Salesforce Improves Student Data Quality & Recruitment Paperwork Management – One of the core functions of all CRMs is data management about student admissions. It has a host of easy-to-use options to input and manage student applications to financial aid data. Adding, removing, updating and sharing student data with other academic departments is simple.

What do you dislike?

There is nothing that I have found to be an issue in the past nor current.

Recommendations to others considering the product

I do not happen to have any current recommendations since being a consumer in the inside sales industry.

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

Salesforce has helped acquire new students for the next enrollment period – For a college campus to grow it must continually increase its student body base. Salesforce makes this possible by providing useful, informative admissions reports and transcript data about current students and by facilitating new student and alumni program starts.

Salesforce Customer Self-Service review by Kegan L.
Kegan L.
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"Love how organized I am now"

What do you like best?

I love how I can see all that is going on with my work and deals. Its easy for me to report on deals I have going. I love it I am alos able to get complex with deals and make sure I am on top of my work.

What do you dislike?

Honestly I wish I new more of it. I wish it had more training then I have had.

Recommendations to others considering the product

Be ready to be a sales force snob and love it!

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

We are able to solve the issue of not having a record for our clients. Now its all centralized and easy to access.

Salesforce Customer Self-Service review by Jasmine S.
Jasmine S.
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"Its an Okay app."

What do you like best?

The thing that I like the best is that its easy for you to communicate with co- workers and others through the site.There's not really anything WONDERFUL about the site that would make it worth using. I've seen plenty sites that were extremely useful

What do you dislike?

What I dislike about the site is how complicated it is to use . In order to use you would have to watch loads of tutorials which are useless when there's other sites/apps that provide the same service but is easier

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

I haven't really solved any problems using sales force. I dont really see huge benefit

Salesforce Customer Self-Service review by Chelsea S.
Chelsea S.
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"Recommend "

What do you like best?

Great software for managing contacts, marketing data and more. Has been helpful with outreach to current and new audiences. Primarily used to notify members of new classes and events. Helpful for reaching your target audience- I like that you can track your customers and their interaction. Allows you to create an experience for your customer.

What do you dislike?

Takes some training to get used to but worth taking the time to learn. This is largely due to the amount of features that come with the software. Reporting can be a little tricky as well. I would also imagine this being expensive for a small business.

Recommendations to others considering the product

Huge learning curve but helpful once the software is learned.

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

Reaching current audiences to market new programs, classes and events.

A great tool for marketing purposes and best suited for larger companies.

Email Management

Salesforce Customer Self-Service review by User
User
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"A Good Community Portal for Customers"

What do you like best?

Best part of Salesforce Customer Self-Service is the ability to build a help portal for customers while tying it to our other Salesforce systems, plus records. Allows them to keep a seamless experience and it's easy to manage from our end.

What do you dislike?

They talk about being able to customize the platform, which you can, but it's not the best. Keeping it to brand standards and really "wowing" people is difficult with the platform. If you have in-house staff who can build something, and you want a really tailored hub, that might be a better way to go.

Recommendations to others considering the product

If you use Salesforce for other things in your business, then this is an easy natural step to take.

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

We give customers a help portal to answer questions or solve issues they may have.

Salesforce Customer Self-Service review by Administrator
Administrator
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"Salesforce Customer Self-Service"

What do you like best?

I like how customers are able to do things on their own that only SF agents can only do before. It also allows customers to interact with SF agents b/c it is integrated with service cloud so they can start a chat for instance to get status on a service. Agents are also able to see customers activities in order to give them a better customer service for their needs.

What do you dislike?

I usually do not dislike anything that Salesforce creates because I feel like Salesforce is always continuously improving their services and products for both companies, agents, as well as customers and users on both ends of the platform.

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

I am able to communicate easier with the end users, customers. Benefits include cutting time for both users and agents.

Salesforce Customer Self-Service review by User in Hospital & Health Care
User in Hospital & Health Care
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"Great Platform with Powerful Features"

What do you like best?

The ability to customize data -- from emails, newsletters and other deliverables we send. The ability to segregate contacts, lists and special notes also make it especially easy for our team to track key aspects of the process.

What do you dislike?

The learning curve is a bit steep; it takes definite man hours to learn the process, ins and outs and to ensure you're using the features correctly. Our staff had training but needed additional training and I've found that not everyone in the organization is using it in the same manner, which can make working off of other's info. confusing at times.

Recommendations to others considering the product

Purchase the training!

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

It's helped us to see our clients/customers/donors and really track their involvement and interaction with our organization.

Salesforce Customer Self-Service review by Agency in Entertainment
Agency in Entertainment
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"it works but nothing like a personal touch"

What do you like best?

It's efficient for companies that have to handle a large client list, but for a small firm/ opperation like the one I was at the cost did not outweigh the benefits the product offered. also the business prefeer the touch of a personal call compared to a client portal.

What do you dislike?

In personal consulting, or consulting in general that doesn't service large companies, nothing can really make up for effective human interactions and a personal call when a customer needs help. The product could be used to resolve small issues, but for a small business the product cost more than the value it adds to our clientele.

Recommendations to others considering the product

it gets the job done, again, a real person always feels more personable

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

A 24/7 customer questions service, so when we couldn't answer the phones/ email there would be something to answer their questions. We quickly found the clients much preferred just to call the office and have their questions answered that deal with a weird portal they had not used before and management opted out of the software.

Salesforce Customer Self-Service review by User in Marketing and Advertising
User in Marketing and Advertising
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"very customizable and yet easy to create self-service portal"

What do you like best?

Salesforce does most of the work for you by providing templates that essentially create the portal for you. Once the template has been implemented, all you have to do is customize it with your colors and logo and decide what content (knowledge articles) you want in your portal. Also, Salesforce lets you create up to 100 different "communities" that can each serve as their own self-service portal for different purposes.

What do you dislike?

While it's possible to create a public portal that doesn't require authentication, sometimes it's nice to have a community portal where users and partners can login and interact with each other. If this is the case, be prepared to spend an arm and a leg for customer and partner user licenses.

Recommendations to others considering the product

Salesforce has a great product but it can be pricey. Depending on how complicated of a self-service portal you need in terms of the levels of content you have, you may be able to get by with something like Zendesk.

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

We needed a better self-service portal than what we had. Salesforce's has very good search functionality, and it is also mobile friendly which is huge, as we have a mobile app that most of our users take advantage of.

Salesforce Customer Self-Service review by User in Management Consulting
User in Management Consulting
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"Way to go / Great Product"

What do you like best?

Their interface, way to organized and save information; easy to go with and ready to use with a short period of training for just start using it since the very first moment; also all access if you use it through the website instead of the app

What do you dislike?

Some times it takes kind of longer to load the information that you are looking for, or even if you scroll down to fast it gets stuck

Recommendations to others considering the product

Highly recommend it to run in through the app instead of open it on the website since this way is most efficient and you can get faster response from this software. Also, when you hit the bottom "save" give it a few seconds to make it happen, is not that fast..

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

Keep all information, follow up, customer data base, this actually increase our efficiency of response and research of internal information having our time optimized and better structured.

Salesforce Customer Self-Service review by User
User
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content

"Self-Service Proves to Offer Pretty Good Functionality"

What do you like best?

For our company, it helped to overall reduce customer service costs. This was a huge help in terms of financing for our business. It also helped to boost the productivity of all of us agents. We were able to assist customers for longer periods of time and focus our attention on a customer in a better and more efficient way.

What do you dislike?

The userability could use a little help. It took our agents a bit longer to adjust. Since so much of the foundation is based on "self-service" it can be be difficult to train employees to rely on that instead of old practices or ways. The functionality of the Salesforce Customer Self-Service could be cleaner and easier to use.

Recommendations to others considering the product

We recommend utilizing teaching customers new skills. This is a super cool tool - it helps teach clients how to resolve issues in the future. This helps remedy problems in a bigger and more effective way. e

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

The biggest business problems that were solved were productivity and cost. We were able to make our business' customer service more cost-efficient and able to boost productivity. A huge benefit was that increasing productivity radically changed the way we could help customers and radically changed the way each agent felt. They felt more importance in their job role because they were able to tackle customer problems more efficiently.

Salesforce Customer Self-Service review by Janette G.
Janette G.
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"Sales Force Use"

What do you like best?

This software does just about everything for you! Though it is comprehensive, it is very much still doable. You can easily access this and learn to navigate it without going nuts trying to figure out what is what!

What do you dislike?

Luckily, in college we used a similar software, it was the free version but because of my experience it made this much easier to use. I fear that people with no experience- may not have an easy time getting this done, nor navigating easily.

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

Whenever we have an issue we actually refer to How-to's and FAQ, help videos, etc. This provides step by step instructions on how to accomplish and solve a particular issue.

Salesforce Customer Self-Service review by Thomas K.
Thomas K.
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"Alalysis made very easy"

What do you like best?

We are using the light weight application from the Sales force previously we used the Siebel but now we got rid of that and now using the Sales Force application to analyze the customer data and this is very fast and highly reliable since the application it self is a cloud based one.

What do you dislike?

I liked the fastness of the Application..

Recommendations to others considering the product

I would like to recommend for other customers who are trying to run their solutions very fast..

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

Currently there is a vendor and he is still explaining about the product. Once it is installed we can get to know what are the business problems we like to solve

Salesforce Customer Self-Service review by Monica V.
Monica V.
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"Great tool to help in all sales departments"

What do you like best?

If you misspell something, it generates all names close to what you are asking for. It is an intelligent tool. it offers the ability to run multiple types of reports and see communications at all levels.

What do you dislike?

navigation is non-user friendly. Lots of clicks are necessary to find information.

Recommendations to others considering the product

It is well worth the effort to using this product. There is more good than bad associated with it. Once you become familiar with it, it serves as a great product.

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

Customer relation management/marketing/and communications. We have customized the platform and tool to help solve all issues within the 3 departmental needs.

Salesforce Customer Self-Service review by Julio M.
Julio M.
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"Best way to handle an objection is to pre-handle it!"

What do you like best?

Customization, branding, and consolidation. Coming from primarily HubSpot experience, working on Salesforce CSS was pretty straight forward.

What do you dislike?

Getting used to the customization/editor (and sometimes limited by).

Recommendations to others considering the product

Stay native! If you're already on SalesForce, upgrading in licensing and adding CSS is the right move!

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

Our client is a complete SalesForce shop (unlike the majority of our clients) and was looking to reduce support tickets.

We assessed that grouping most common submitted tickets and creating a self-service portal would reduce submissions.

After creating the community help section, including branding/designing and seamless integration within SalesForce... ticket submission was reduced by 21%.

Salesforce Customer Self-Service review by User in Information Technology and Services
User in Information Technology and Services
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Verified Current User
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content

"Wonderful tool for managing contacts and extended, related information"

What do you like best?

The ability to create custom forms to frame-in almost any view that is needed, including custom documentation from other repositories (linked to one source) is really helpful.

What do you dislike?

Some screens and views can get very long and bloated. This takes some level of UX planning which is important to consider before just appending info to a form.

Recommendations to others considering the product

Make certain that you have a domain expert / SME to assist with the implementation and ongoing configuration.

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

We are solving the challenge of standalone documents and spreadsheets tracking supplemental information about our most valuable resource: our customer.

Salesforce Customer Self-Service review by User
User
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Verified Current User
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content

"Easy to use for high touch Customer Cases"

What do you like best?

When working on a case that requires multiple departments for resolving Salesforce is highly effective. The workflow is easy to develop to allow cases to be transferred from one department to another and loop back to the original customer service rep for final resolution.

What do you dislike?

Training is needed to effectively utilize Salesforce. This is more of an internal suggestion as salesforce has a great interface but requires consistency from users.

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

Previously customer service cases were tracked via email chains that were long and often were dropped for lack of case management.

Salesforce Customer Self-Service review by Jennifer M.
Jennifer M.
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Verified Current User
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"Great program"

What do you like best?

I like that it has up to date leads to call

What do you dislike?

I don't like that it doesn't go to the next lead automatically have to manually click around to do so.

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

Calling sales leads and knowing exactly what to ask from the customer, buolding customer relationship from the call alone!

Salesforce Customer Self-Service review by User
User
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content

"New & Improved "

What do you like best?

I love how they have worked really hard to update a lot of the software and work with customers on their specific needs for the sales.

What do you dislike?

I don't like how some of the menus are set up in some of the programs. This sometimes makes things challenging to access what it is I need to accomplish for a given task.

Recommendations to others considering the product

It may take some time to recognize all the menus to address specific needs for your company / client base but once you have that mastered the applications are quite simple to use.

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

We are solving a lot of our manufacturing/ Sales with this program. This has helped our out reach to a lot of sites located in other parts of the country.

Salesforce Customer Self-Service review by Internal Consultant in Information Technology and Services
Internal Consultant in Information Technology and Services
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"Love the ease of use and customer experience"

What do you like best?

Salesforce is a powerful platform and this product s great, however for some who are not used to Salesforce at all it might take some time to get used to. Good news is that Salesforce offers free training which is also fun.

What do you dislike?

Nothing so far, but you need to make sure you have right licensing model to what your company's needs are.

Recommendations to others considering the product

The product is not cheap because you need to have SFDC service licenses to begin with. But if your company is looking to implement an all digital platform Salesforce is offering many different products and this is just an example of one.

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

To enable self service for our customers thus saving our company's time and money to provide this service.

Salesforce Customer Self-Service review by Nikita L.
Nikita L.
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"Great Tool, Totally Customizable"

What do you like best?

The platform to create a portal is super seamless!

What do you dislike?

At the moment, I can't really find anything obvious to dislike about this software.

Recommendations to others considering the product

Please check this tool out if you need a way to create a central portal for your customers. It is seriously so easy to use and customize, and it reduces the complaints due to the ease of usage.

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

Salesforce Customer Self Service allows us to create a central portal location for our customers and reduces the number of inquiries we receive.

Salesforce Customer Self-Service review by User
User
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content

"Salesforce Self Service is great value"

What do you like best?

I used this to manage my book of business and invoices. It is a great CRM service that adds true value and helps reduce cost. Perfect for the new company or sole prop that is looking to get the business off the ground.

What do you dislike?

Tough to get adjust at first if you are no familiar with SFDC background. I moved over from Dynamics and it was tough to navigate at first.

Recommendations to others considering the product

You are start off flying if you have a background. If not make sure you have the tech support which there is ample of at the SFDC website.

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

Marketing my company and building a brand. Also cut down on level one problem solving. Could dedicate time to investing and growing company.

Salesforce Customer Self-Service review by Lynn H.
Lynn H.
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"works for me"

What do you like best?

helps hugely with being able to graph our sales and returning customers. Knowing everything is stored safely in the cloud helps, and being able to multiscreen helps us plot geographically as well as locally

What do you dislike?

sometimes it takes too long to update when we re plot potential target areas, and occasionally completely freezes and we have to input the info again

Recommendations to others considering the product

worth a try it has simplified our map plotting no end

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

geographically plotting where to target more and where to release from

Salesforce Customer Self-Service review by Administrator in Graphic Design
Administrator in Graphic Design
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Verified Current User
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content

"Great if you have great wifi!"

What do you like best?

it is very user-friendly to get set up. Appearance was very nice compared to older software used.

What do you dislike?

Took us weeks to input all of our products and services for the hair salon I worked at...also was slow when I needed to book appointments. pages took way too long to load.

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

After testing Salesforce for about a month, we did up using this software and resumed using an older program...it was just too slow and had glitches all the time :(

Salesforce Customer Self-Service review by Executive Sponsor in Financial Services
Executive Sponsor in Financial Services
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content

"Fairly decent customer self-service solution"

What do you like best?

Great for call center agents and other market-facing employees. Out-of-the-box integration with Service Cloud provides seamless self service and a 360-degree customer view. Minimizes handoffs and callbacks because of lack of customer information, thereby providing a seamless and delightful customer experience.

What do you dislike?

Not as versatile as claimed by Salesforce. For example, it can't easily be customized to mimic an organizational view for B2B firms with intermediated business models and presence of distributors.

Recommendations to others considering the product

Give it a try. It might just be what your organization needs.

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

Seamless customer experience by minimizing the need for customers to repeat themselves or provide information multiple times. Also for single customer view across all product lines and channels.

Salesforce Customer Self-Service review by User in Investment Banking
User in Investment Banking
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content

"Salesforce Customer Self-Service"

What do you like best?

Very user friendly and straight forward if it suites your needs and you can find the topics for which you are looking. using clear and concise search descriptions helps navigate to the best solution.

What do you dislike?

Often, like other similar support platforms that are open in this way, there is a lot of noise and distraction that interferes with finding a clear answer. This has more to do with the sheer quantity of information and conversation/exchange and less to do with this specific platform.

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

Salesforce is straightforward but often times we have a challenge or two in getting it to fit our needs and that is when Self-Service comes in handy.

Salesforce Customer Self-Service review by Carly B.
Carly B.
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"Great for managing sales and keeping track of leads"

What do you like best?

Salesforce Customer Self-Service is a fantastic tool for clients to access answers on their own time table. It helps them deal with questions and complaints.

What do you dislike?

Long-term customers end up using a mix of resolving questions - they will reach out to the customer service team and they'll use Self-Service. So, it's not always a one stop shop.

Recommendations to others considering the product

Make use of customer service!

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

It really helps customers deal with frequently asked questions.

Salesforce Customer Self-Service review by User in Real Estate
User in Real Estate
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"Great software for tracking!"

What do you like best?

I really life the various functions and ability to customize based on each office that I am working with.

What do you dislike?

I often cannot save my credentials and have to manually type in my password.

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

I am able to get a better connection with my clients as well as provide better customer service because I can customize each customer's need without treating them all the same in a blanket service type.

Salesforce Customer Self-Service review by Maxwell G.
Maxwell G.
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"Exceptional Capabilities, for any Business Size "

What do you like best?

I liked this products functionality. From start to finish, whether it was inputting new data or refreshing my memory on a past, previous, or new account - I can trust Salesforce Customer Self-Service portal.

What do you dislike?

I don't dislike anything about Salesforce Customer Self-Service Portal, all of its functionalities work beautifully.

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

Organizing customer data and information. Salesforce Customer Self-Service has helped businesses I've worked become smoother and more efficient.

Salesforce Customer Self-Service review by Sarah R.
Sarah R.
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"Allow your customers to get the answers they need anytime"

What do you like best?

We were able to create a customized portal that our customer's use to place orders and update their billing information automatically.

What do you dislike?

We had a minor issue once when we tried to merge two contacts together. The contact was not available to view temporarily after it was merged.

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

The ability to have a fully customized, self service portal saved our customer service agents a lot of time.

Salesforce Customer Self-Service review by User in Entertainment
User in Entertainment
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Verified Current User
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content

"salesforce customer self service"

What do you like best?

I really liked the fact that I could use salesforce for our restaurant owners to go online and sign up themself for our service and this would feed into an account in salesforce.

What do you dislike?

I dont like the fact that sometimes customers could self serve themself without inputting all required information

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

To sign as many restaurants as possible without any human interaction and track all via salesforce

Salesforce Customer Self-Service review by User
User
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Verified Current User
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content

"A great product all companies should use!"

What do you like best?

I like how simple salesforce is to use. It is very straightforward for even a new user to navigate successfully.

What do you dislike?

Sometimes there is an error when I try to make updates.

Recommendations to others considering the product

Use it- it will make your life so much easier.

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

We solved the problem of having a lot of information scattered among multiple platforms. It is great to have it all in one place.

Salesforce Customer Self-Service review by Rhianna A.
Rhianna A.
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Business partner of the vendor or vendor's competitor, not included in G2 scores.

"Self Service for Salesforce users"

What do you like best?

Look and feel of the lightning experience is much more modern. I like the spring 18 release features around deflection of self service cases

What do you dislike?

Using Apex code and previous versions were not so flexible.

Recommendations to others considering the product

Make sure you have a web developemnt person on staff if you plan on doing a lot of pixel perfect styling to be inline with corporate style guides.

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

Decrease cost of customer interactions by offering self service

Salesforce Customer Self-Service review by Tom S.
Tom S.
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"salesforce customer self"

What do you like best?

I really liked salesforce self service because this product helped organize notes and contacts under accounts and leads in one platform.

What do you dislike?

I really didnt like the pricing on how expensive this product was and how long it took to get fixed when it would crash.

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

I used salesforce self service to manage customer service and align all notes in one section.

Salesforce Customer Self-Service review by User in Financial Services
User in Financial Services
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"Salesforce review"

What do you like best?

I love this software! For my company we use it to input all client data including date of birth financial account information task and opportunities. For anyone in sales it is a great way to keep track of client interaction.

What do you dislike?

I don’t like how it has bugs sometimes. I have had to call many times due to lagging and software updates. They tend to do updates during the day when we are working instead of overnight

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

Business continuity is a huge problem being solved as well as all data being in one spot for the client.

Salesforce Customer Self-Service review by User
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"Need help? Where here....but, not really."

What do you like best?

The platform is streamlined and makes it easy for our employees to be able to assist our clients no matter where they are. Not in the office...not an excuse. Literally everything is available at their finger tips.

What do you dislike?

Like most things you get what you pay for. The major hurdle is the price point. It would be great to have more options in regards to bundling with their other products.

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

Most of our employees spend 80% of the time out of the office. We needed a solution and this product serves its purpose.

Salesforce Customer Self-Service review by Ann Forderer B.
Ann Forderer B.
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"Salesforce for Small Business"

What do you like best?

Salesforce is a bit more expensive then some its competitors, however it offers more resources and is easy to use - which ultimately saves me money in the long run.

What do you dislike?

I would prefer if they had a lower price point for companies with five employees or less.

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

CRM identifications and template management

Salesforce Customer Self-Service review by Meredith Lea B.
Meredith Lea B.
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"Easy to Use and Unlimited possibilities"

What do you like best?

This integrates into so many different marketing tools that it makes marketing flows so much easier to maintain

What do you dislike?

It can be a little difficult to troubleshoot problems because there are so many cogs that have to integrate.

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

It allows us to get answers faster and frees up time waiting for an answer.

Salesforce Customer Self-Service review by Akshay S.
Akshay S.
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"Salesforce"

What do you like best?

We can customize dashboard very easily.

we can easily manage any aspect of any type ia an appropriate way.

User Interface is very attractive.

What do you dislike?

It becomes diificult some times to find things in interface sue to so many options, once you get use to it, you acn easily operate.

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

Real-time Reports

Salesforce Customer Self-Service review by User
User
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"SF customer Self- Service is a pretty great tool!"

What do you like best?

For the most part, Salesforce is great at being able to bend and mold to any of my business applications, and this is the same kind of product!

What do you dislike?

It can be a bit clunky at times. It was pretty pricey for a seemingly similar solution to what we already used, but that is alright.

Recommendations to others considering the product

Definitely try it out!

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

An easy portal for our clients to manage their accounts and make their own changes whenever they would like, and not have to rely on my service team

Salesforce Customer Self-Service review by User
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"Salesforce Customer Self-Service is Truly Seamless"

What do you like best?

In today's business client, front-end users want to have control over when they are able to access information and want it available in an easily searchable, digestible fashion. Salesforce Self-Service delivers this per the business' needs and that of its customers. Also the WYSIWYG layout has been easy to navigate, on the whole.

What do you dislike?

Some interface changes do not necessarily correlate to the customer's immediate needs. In addition, the cost is a bit prohibitive.

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

Measurable and marked reduction in customer service, customer-facing costs.

Salesforce Customer Self-Service review by Administrator
Administrator
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"Useful personalized suite"

What do you like best?

The salesforce self service portal is helpful to quickly build a resource for self service clients to find everything in one place. Almost any process you would find in the normal salesforce suite can be replicated here for specific customers.

What do you dislike?

The portal is useful for small businesses but can still cause some trouble when live support is needed.

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

I utilize this resource to ensure the small businesses I'm working with have a basic set up to monitor customer activity and sales.

Salesforce Customer Self-Service review by User in Financial Services
User in Financial Services
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"Great for client contact"

What do you like best?

I like how I can put in the information once and if needed to complete paperwork I don't have to input all the info over and over.

What do you dislike?

Takes too long going from one part to the next.

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

Makes my work go faster.

Salesforce Customer Self-Service review by Rebecca B.
Rebecca B.
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"Great product"

What do you like best?

This is a great product. It's very user friendly, both technical and nontechnical users.

What do you dislike?

Not many complaints. While it is user friendly, it takes some time to get the hang of.

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

Not many problems thus far, still relatively new.

Salesforce Customer Self-Service review by User
User
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"Personalized Self Service Portal "

What do you like best?

Salesforce Customer Self-Service Portal has seamlessly integrated into our day to day customer interactions. It was easy to set up and is extremely customizable. Extremely efficient mobile app support with minimum coding.

What do you dislike?

It takes some getting use to and it's very difficult to change one thing under multiple contacts.

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

We utilize Salesforce Customer Service Self-Portal to create a hands-on experience for our clients. We want to be able to customize how they handle solutions.

Salesforce Customer Self-Service review by David N.
David N.
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"Gets the job done"

What do you like best?

This works well with the rest of the salesforce suite.

What do you dislike?

Although it complements the suite well, the functionality seems lacking

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

We wanted a more customized portal to our customer base, which this advertised

Salesforce Customer Self-Service review by Internal Consultant in Internet
Internal Consultant in Internet
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"If you use salesforce, use this for self-service customer su"

What do you like best?

Easy integration with our existing salesforce suite, and so many consultants well versed in the tool

What do you dislike?

Customer facing experience has to be tuned carefully to Minimize drops and bad feedback. Use sparingly in combo with fall back to live ops

Recommendations to others considering the product

Use consultants and implement lightly at first

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

Triage of customer support lines for in house sales support and some end user support. Worked great as front line set

Salesforce Customer Self-Service review by User
User
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"Great Chatter Tool"

What do you like best?

Easiness to navigate Chatter between colleagues to share information and updates and "live feed" company most current information. Even though it is available to the whole organization, we use it mostly in small topic group. Almost like a private social network.

What do you dislike?

Attaching documents - but it has improved.

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

We use it mostly for marketing and keeping updates and status of records among team members.

Kate from G2

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* We monitor all Salesforce Customer Self-Service reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.