Salesforce Platform Reviews & Product Details

Salesforce Platform Overview

What is Salesforce Platform?

Run your business better with Salesforce Platform. Salesforce Platform connects business users and IT with a full suite of tools for building apps that automate business processes, faster than ever before. Point. Click. Build. • Build best-in-class apps, fast. Using App Builder and Lightning Components, your teams can quickly build productivity apps. • Get closer than ever to your customers. Connect any app to all your Salesforce data to give you a single point of view on every customer interaction. • Share the work. Business users and admins love Salesforce Platform because they can collaborate in real time. Developers love customizing anything with Lightning Components. • Trust comes standard. Get the managed, trusted architecture of Salesforce with enterprise-level control and integrated identity features.

Salesforce Platform Details
Languages Supported
English
Product Description

Platform as a Service (PaaS) eliminates the expense and complexity of evaluating, buying, configuring, and managing all the hardware and software needed for custom-built applications.

How do you position yourself against your competitors?

Enterprise Mobile Applications from Salesforce.

With App Cloud, featuring Force.com, you can create productivity-driving enterprise mobile applications for your employees with drag-and-drop-point-and-click ease. You’ll be able to make branded mobile apps for business in just minutes. Even integrate your custom apps with any back-end system or database, like ERP. Force.com and App Cloud put your company just minutes away from powerful, custom built employee apps.


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
531,326 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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Search Coordinator
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I like the Unified Console view, as it's very user friendly, and allows you to navigate search options easily. On top of that, you can have multiple files open in tabs on the same screen, so you never have to worry about losing a client's file. Review collected by and hosted on G2.com.

What do you dislike?

I find Lightning View to be a little confusing once you've been using Unified Console for a while. While it's compact and sleek-looking, it's very confusing to navigate. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

For financial institutions with a small selection of products for clients, this program is a great way to store and review client's information for when they call in. It's user-friendly, pretty straightforward, and very easy to navigate in Unified Console mode. Review collected by and hosted on G2.com.

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

It's very easy to open client files in a quick and timely manner, and the Unified Console view gives you all of the necessary links at the top of the client's main profile. This saves time in scrolling through the page to find what you're looking for, and thus makes the client experience fast and easy. Review collected by and hosted on G2.com.

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

I love that SFDC provides a common hub to track all Sales and CS related activity. We have used SFDC as our hub for all customer and prospect account information. Its exhaustive and is robust enough to be used as the single source of truth across our whole organization.

I also like that for certain items (Data Import Wizard), I can jump back into the classic view.

The biggest thing for me is the support of 3rd party developers. Cirrus Insight allows me to use SFDC from my Gmail Account seamlessly. This saves so much time. Other CRM's cannot support integrations like this because their user base/market share is not sufficient. Review collected by and hosted on G2.com.

What do you dislike?

The robustness can lead to some clunkiness. It is not always as responsive as I like and there are so many different things to click on that it can be overwhelming for new users. Additionally, things like the data import wizard that worked amazing in SFDC Classic does not seem to work as well in Lighting. Review collected by and hosted on G2.com.

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

Tracking the sales cycle from initial engagement through opportunity development and closed. Being able to see the whole process is critical from a historical understanding perspective.

Additionally, when connecting with Clients or Prospects, SFDC is the place to know and learn about them. It is the diving board. Review collected by and hosted on G2.com.

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

Being able to create reports in finding specific leads or opportunities Review collected by and hosted on G2.com.

What do you dislike?

That it has tabs under contact in the new version such as details, activity list.

Before it was just all in formation under contact in one page and it was much easier and faster to use Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Its easier that net suite not perfect , gets the job done Review collected by and hosted on G2.com.

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

Seeing when a contact was last contacted allows me to see when its about fall out of my name Review collected by and hosted on G2.com.

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

It is good platform for any kind of applications; it is quite easy to use and pricing could be done per monthly basis. I would also say that it is convient for begggining users in this field. Review collected by and hosted on G2.com.

What do you dislike?

For addional functionality, maybe this platform is not the best; however, in general, good enough. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I think this is flexible platform - it comes with standard objects such as accounts, contacts, cases, contracts and etc. But it is difficult to customize it. Review collected by and hosted on G2.com.

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

I used this program for certain project associated with small business. Review collected by and hosted on G2.com.

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

Ability to organize contacts. I also like how it keeps track of those I haven't contacted yet Review collected by and hosted on G2.com.

What do you dislike?

Platform can be a little buggy at times... Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Comparison shop and see if it integrates with your other software Review collected by and hosted on G2.com.

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

Calling on people in our service area and outside of it Review collected by and hosted on G2.com.

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Sales And Marketing Specialist
Marketing and Advertising
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like its interface and the way it is presented to handle through the cloud different aspects of an organization and projects that are carried out within a company, is a CRM quite complete in which integrations are made with different platforms to achieve a better overall performance, is quite complete so I like it because I can very objectively follow advertising campaigns and quotes and budgets of them, I generate leads to search for potential customers who are then followed as future customers. Review collected by and hosted on G2.com.

What do you dislike?

It is quite expensive, has a learning curve quite difficult at first must invest time for implementation because it is not easy to adapt to your platform are many details that must be taken into consideration. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is recommended for all types of companies, and for people who work in media where you must organize projects, events, newsletters and have the economic capacity to invest to have better results, you will not regret. Review collected by and hosted on G2.com.

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

The first steps were to reorganize the projects and advertising campaigns that my company had to deliver, having everything on an organized board saved us a lot of time and money because Salesforce has a very predictive platform, is expensive because many of its tools have a cost but is worth if you want a strong platform and very complete. Review collected by and hosted on G2.com.

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

Reporting and tracking is very helpful, charts are nice Review collected by and hosted on G2.com.

What do you dislike?

Difficult to navigate, not user friendly Review collected by and hosted on G2.com.

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

Employee cases Review collected by and hosted on G2.com.

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

I like that my company can now be in one single data base and all the information can be accessible for the entire country. It is user friendly as well. Review collected by and hosted on G2.com.

What do you dislike?

Not sure yet, as I am still learning it. Review collected by and hosted on G2.com.

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

I am not solving problems with salesforce, I am using it for my non-profit organization for work. Review collected by and hosted on G2.com.

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

I am using Salesforce, which provides modern software, tools and process practices to help me effectively manage digital marketing, use Lightning Flow and Process Builder to increase the productivity of the work group and the group. of company design. The best part is that I can use prefabricated themes to make my designs in digital marketing, which makes the viewer enjoyable, and for me it is a great tool to create such designs quickly and reliably.

Review collected by and hosted on G2.com.

What do you dislike?

The platform itself is complicated to use, it has too many functions and when starting to use it is quite tedious, you have to be patient and gradually handle it with a lot of objectivity, its structure as such is quite complicated. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

My recommendation when using Salesforce platform is to have an intended purpose for its use, in my case for digital marketing and the design of work structures and organization, it is very useful. Review collected by and hosted on G2.com.

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

It allows me to be able to design and implement digital marketing strategies that allow me to have greater contact with Desing Group customers, it is very useful since it has benefits that other platforms of the same caliber do not offer, it does every day in my work that I perform a endless novelties that gradually release the creativity that is in me to my company. Review collected by and hosted on G2.com.

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

Salesforce has a very good flow for tracking what stage your leads / accounts / opportunities are in. Where the bottle necks are and where you need to improve. Review collected by and hosted on G2.com.

What do you dislike?

Salesforce can be limited and when integrated with third party applications, results vary. Some key implications are tracking emails and calls automatically to reduce time spent manual updating each lead / contact. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would say for the price of SF, it is a unique platform that completely acts as a management tool for day to day Sales people. It assists with keeping track of your clients, especially if you have a lot of different conversations going on at once. From there it is transparent to see your success or failure from the reporting functions. It is then, when kept up to date, easy for higher management to forecast the financial figures or generate reports to submit to their higher ups / board of Management. Review collected by and hosted on G2.com.

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

Complete transparency to management of where your progress is and financial forecasting for targeting / KPI tracking. Review collected by and hosted on G2.com.

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

I have been working as salesforce developer for last 3 years. Automation tools available are most efficient Than any crm in the market especially the process builder. And come to customization the only crm available in the market which provides the platform (pass) [platform as a service ]. In which we use apex programming language for creating logic as per business if it can't be possible with by any automation tools.

And also we can create custom app with lightning web components(past &performant &efficient &mobile friendly). There is lot to but I don't have time to show. Review collected by and hosted on G2.com.

What do you dislike?

Salesforce is the ocean. I have started swimming for last 3 years but still I don't know where I am in that. There is huge to learn it doesn't mean its typical. Each topic is easy but there are lot so just don't learn only get hands on knowledge. Review collected by and hosted on G2.com.

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

Especially in big business there are lot of items to sell efficiently so we need proper way. Like getting the leads and converting in to opportunity at each step must be perfect. Salesforce have ready made system to deal different businesses like sales cloud, service cloud, marketing cloud.

In some business process we need special application to deal with business so we can create by lightning web components. And we can easily integrat with almost any other systems with salesforce. Review collected by and hosted on G2.com.

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

I have the monitoring of the conversations I make with the clients so that when I return to speak with them I visualize that I talk to them and continue on the same topic as well as I have all the commercial information of each client more ordered and specified

It helps to simplify processes by all the collected information that has to adapt very well to the needs of the client and thus to have the happiest clients of our fast and safe processes

With the integration of Pardot saves me hours of work by its synchronization of tasks that can be executed Review collected by and hosted on G2.com.

What do you dislike?

For all its functions that makes the learning process is quite steep and with a long process to finish knowing all the functions and their good management to use them, one piece of advice I can give is to have a lot of patience for the learning process that should be have until the end to know the platform well not to make mistakes besides that before starting to work on this platform what I did was to do several tests to know that if I had learned to use the functions well Review collected by and hosted on G2.com.

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

The organization that allows this platform is excellent to have control of all the processes that are performed daily with a different client to which I do not have to be asking about what he likes because everything is saved and thus avoid delays and annoy the client to ask him questions that he had already answered in the past Review collected by and hosted on G2.com.

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

The ability to work almost anywhere and the consistency of the interface. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes you need to take more than one step to get where you need to be. Review collected by and hosted on G2.com.

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

Mainly focusing on CRM. Review collected by and hosted on G2.com.

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

Sales force is a very simple and easy application to be used in your day to day activities. I work for a client called Career Builder and use this application on a daily basis to connect with my client, sales and success representatives. Review collected by and hosted on G2.com.

What do you dislike?

Good question, but I did not find anything to be a demerit. It performs exactly what is required from it. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It's a simple application with no extra additions. Does what it was created for. Period. Review collected by and hosted on G2.com.

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

Easy to track cases and to keep my work upto date. Review collected by and hosted on G2.com.

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

It allows us to customize the real business scenarios with the help of configuration, declarative programming and by using code.

There are various options available for the UK design Namely Lightning web components,. Aura Framework and Visualforce. Not just coding screen flows are a declarative way of building lightning components. Also we have process builder, workflow rules, auto launched flows and approval processes as automation tools. Name it, anything is possible in Salesforce.

Also there are development options online ( dev console and workbench) and offline (VS Code). Review collected by and hosted on G2.com.

What do you dislike?

There is nothing I dislike in Salesforce. Some performance issues while lightning due to low bandwidth of internet, but that's common for any cloud application. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Please make buying decisions based on own business requirements.. Review collected by and hosted on G2.com.

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

I'm currently into many customization projects like Inventory management and UI Development. Review collected by and hosted on G2.com.

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

I have the information and recent activity of each client in real time and so follow the processes that are carried out with each client, allowing me to manage contacts, track sales offers, create leads, track performance, manage tasks and events

The workflow is much more comfortable and lighter because with this platform the processes are easier to do and its ease of use for each function helps me a lot to have the work ordered every day at every moment Review collected by and hosted on G2.com.

What do you dislike?

To personal opinion the mobile app that they have I do not like but it is because I think that working from a screen as small as my cell phone has a certain degree of difficulty so I can not exercise the functions that it allows and I think I slow down everything , this to personal opinion because I think there are people who do not see a problem with this option of working on small screens Review collected by and hosted on G2.com.

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

The most productive benefit that I see to this platform is being able to track the sales offers that allow me to be more connected efficiently, increasing sales to have a high level of offers and make all successful, everything makes my job easier with all the functions that this platform has included Review collected by and hosted on G2.com.

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

It is a platform that has many capabilities such as sales management, marketing automation, relationship management partners and customer service, to have a better organization and management of customers

Track sales opportunities and monitor marketing campaigns do my work effectively achieving goals and purposes that must be presented in the month with detailed and specific reports in an easy to understand way Review collected by and hosted on G2.com.

What do you dislike?

When you start using the salesforce platform for the first time, you have to have patience and great motivation to learn because your self-learning process is not easy and it can take several days to learn to use the platform well but once you have all the Learning ability is of benefit in the daily work Review collected by and hosted on G2.com.

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

With automation makes processes faster and saves time at work to be able to devote time to other activities that can not be automated, the good organization and management that I can have on customers is the key to success to manage sales Review collected by and hosted on G2.com.

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

With this software I have all the most important customer information such as email, telephone, social network profile to have the details of the preferences of each client and thus learn to know more about their tastes to meet their needs

Improve the management of customer relationships by having all the information organized to better understand the relationship that is having with each client throughout the time that has been worked with the Review collected by and hosted on G2.com.

What do you dislike?

Some functions are tedious to perform because their functionality are complex without finding much information to know the correct operation something that I have had to ask for help to support so that they explain to me how to use it and not be clumsy at the moment of executing any action Review collected by and hosted on G2.com.

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

It allows me to have a follow-up of each client to know the level of interaction that has had with the company and the organization of all the client's data to establish the conversation more adequately, its use has been easy thanks to the support that has given me the support from the start Review collected by and hosted on G2.com.

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

This Software has allowed me to expand and improve the marketing actions as I was using them previously, which did not bring good results, but when using salesforce, the marketing of the company has been expanded, doing a better job at every moment.

I have developed an app with salesforce to manage budgets, events and campaigns and I have noticed the change in marketing management

It manages to send personalized messages to all customers in a safe way to sell, market and establish good sales Review collected by and hosted on G2.com.

What do you dislike?

It is a software that has caused me headaches and stress because it is very complicated and long learning process that manages, has guides or tutorials that teach me but even so I see that everything is working in a group with everything and if I do something wrong on one side the whole process that I direct will be affected Review collected by and hosted on G2.com.

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

has a good support in the marketing of the company knowing how to organize and create good habits is achieved a better development in each marketing process and better communication with each customer either old to improve the relationship or new and that is achieved to fit the company as a frequent customer Review collected by and hosted on G2.com.

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

The interaction with this sales, service and marketing platform is very simple to perform, you do not need to be an IT expert to operate correctly and do the due process for all the guides that allow you to learn

allows me to have more sales opportunities thanks to the management of information and interactions with customers all in a single platform that I can work from anywhere I am in order not to lose work done with clients

Record all the activities you have with each client from sales opportunities to support requests, with good marketing statistics Review collected by and hosted on G2.com.

What do you dislike?

When I ask for support attention by telephone, the service is a little delayed because I transfer the call up to 3 times with a different counselor which makes me despair because I have to be telling everyone the same thing Review collected by and hosted on G2.com.

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

Sales, service and marketing have improved to have this platform in operation in this company in addition to its good service and the proper functioning of each management that can be done, the whole process is simpler and organized to perform daily Review collected by and hosted on G2.com.

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

The sales force is a really great platform to working as a team, It manages data in a great manner it is really helpful to team. The follow ups and and their comments makes platform even better. THE AUTHORISED person can generate a report whatever you need. Review collected by and hosted on G2.com.

What do you dislike?

The major disadvantage of Sales force is we can do too much customization. Sometimes it brings limitations in your work. Because you are having a imitation access of data and you want to pull a report you needed to write a mail to the authorities to get that report.. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

First Identify your goals and then do customizations. Review collected by and hosted on G2.com.

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

It gives lot of benifits to entire team when you are working together

The presonaluzed reports give clear idea to management what actually is currently happening.

Where we are lagging and where we need to improve. Review collected by and hosted on G2.com.

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

The services and tools offered by salesforce make my work more dynamic with the clients in an innovative way, having a more organized marketing management for a sales improvement without the need to be an IT expert for the configuration of the platform and the management of the sales because Salesforce has everything gathered on the same platform

the support is very agile I have never had problems because they do not answer my help tickets in a long time or that they do not answer them properly they are very kind and patient for so many questions that I have asked them Review collected by and hosted on G2.com.

What do you dislike?

Although everything seems very complete, it is a very complete platform because it has everything I need in one place. The learning process that this platform has is very long because of everything that is handled and has not so well-known words that confused me Review collected by and hosted on G2.com.

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

I am much more aware of the clients in case they have questions or doubts I can answer them quickly so they continue to be frequent clients

the sale of the products has been faster and smarter by the organization that takes in salesforce with each client

I have complete analysis of sales and thus be able to establish if sales increase or decrease Review collected by and hosted on G2.com.

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Scheduler/ recruiter
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

I love using sales force to better understand and keep track of my clients. It is very user friendly and I am loving it! Review collected by and hosted on G2.com.

What do you dislike?

Maybe reports print out more information Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It is a great platform and I love it Review collected by and hosted on G2.com.

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

I am using salesforce to track my catering clients and it helps me realize who I need to contact Review collected by and hosted on G2.com.

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