Salesforce Platform Reviews & Product Details

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.

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.

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.

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.

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

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.

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.

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

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.

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

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.

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.

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

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

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.

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

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.

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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.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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