Salesforce Platform Reviews & Product Details

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

It helps me to know the needs of the clients but the best thing is that the sales and the relationships with the clients have grown

I can have a constant follow-up and order from each client on how the sales are going or how many times they have bought in the month or I can also have access to the support tickets requested by the client

The easiness of this platform is that I can work from anywhere I am

With salesforce I have learned to be a better seller with very good tips that help improve sales and the company and have a more personalized service

the platform is very good with a great server but I just find something bad and in the part where I put the banner photo is configured wrong because it maximizes the original that I put causing the photo that I want to see

sales are more organized and the flow of customers is more controlled with the best benefit that sales increase more and more managed to be more recognized

and the control of group sales you can measure the performance of each without having to make much effort to know

It serves to have an orderly record of all activities carried out with customers, thus having a very detailed view of sales and sales opportunities.

I have everything I need on the salesforce platform like creating tasks, saving files, talking with other members of the company

I send the information of the updates to the group of people with whom I work and it helps me to be more connected with the clients because I identify the problems that have

with this platform I have everything more organized and the information that is really needed from each client with their purchase history, I am more agile at work, I avoid doing long processes because salesforce has everything so organized that time minimizes

It has facilitated my work because I have the correct order of all the clients to be aware of the successful sales

It keeps me informed to have a real statistic of the sales and of the clients, also the daily tasks that I have to do and work in group more easily

The innovation and trust that Salesforce (SFDC) prioritizes in achieving with its customers stands out in the quality of their product and training materials. There isn't another product that allows anyone to learn at the depth, rate, and ease, in the way Salesforce has developed for their platform. The system itself, while still rooted in the simplistic framework of database, has exploded into a dynamic, intelligent, and navigable experience for users, customers, administrators and developers. I love their 1:1:1 model (1 % equity, 1% product, 1% employee time) goes towards lifting up nonprofits and higher-ed endeavors to help give the best tools and solutions to the change-makers of the world. SFDC is also heavily focused on Equality, and as someone who's been in the SFDC-sphere for a decade, those equality initiatives have paid off. Salesforce is a titan, but they seem to be on our side as customers and a force for good -which is a rare feeling in companies with diverse and expansive product-lines. The initial product has changed drastically due to input from their community, not just their in-house innovation -which is a testament to the value of their customer base being trained and vocal.

I would say cost and complexity of initial implementation maybe. A small startup would probably struggle with SFDC unless they were aware they needed a qualified Admin (at least) on board to ideate and execute. First two SFDC orgs I encountered were both with Nonprofits -it would be nice if SFDC Account Reps were more earnest about cost, time, and knowledge that is needed in-house to support using SFDC as a hub for all activity. Choosing SFDC is a big decision -it can be life-changing, but that comes at the expense of money and time, which some SBs or NPOs may not fully be able to devote appropriate resources to upfront.

Invest in your in-house talent -train your Admins and Developers, hear them out (they are actually reasonable business analysts without the formal training) and make sure your company is supporting them with involved leadership and super users. Also -dump crappy admins. If your workforce says they hate Salesforce, it is going to be one of a few factors: A) your budget/timing doesn't allow for the most beneficial solutions, B) your business processes are pants and not even an admin can help when decisions or decision makers are low-quality, C) your admin is uneducated or not innovative. If your Admin isn't actively getting involved with all the departments their tool supports and don't try to gauge what key objectives are each year, then they aren't worth a whole lot. Also, don't underestimate your in-house non-tech talent pool -Salesforce transforms lives. Some people with enough technical and process aptitude convert to admins quite well -carrying their previous role skillset and background into building remarkably specific and innovative solutions. Find the people who are curious, competent, and involved, then shower them with opportunities to problem solve. #1 guide for potential new clients -really scope out your use case, be very honest with your consultant about your needs and budget, then ask if the essentials can be done within your budget, what in-house maintenance looks like (what qualification level is needed), and what fulfilling 'ideal' solutions look like over 5 years after implementation. Tell them you need direction and want to dig deep. You may have to pay for more up front for discovery but it is worth it to build right the first time and not get dumped with something too complex to manage for your resources (knowledge, time, budget).

Process improvement, time-wasting menial tasks are eradicated or reduced, client 360s are possible due to the Lightning Experience with ease, Einstein Analytics provides dynamism and greater context to reporting in a modern way, executives and navigate key information with ease, visibility and security is robust and customizable, almost anything can be greatly improved with code, declarative automation can be complex but ultimately straight-forward. I've migrated two nonprofits to Salesforce and worked in a heavily-code dependent org -while only working with small businesses, the use cases have all be drastically different and SFDC has been able to meet each need. For nonprofits, the key wins were in the amount of information we could cleanly and easily access for evaluating what fundraising or program initiatives were working -the reporting alone is a savior for most .orgs. The ability to easily integrate with donation services also exponentially improves the range and longevity of a nonprofit. On the corporate side, the number of tools we can leverage is far greater than in NPO-land -we get to use products and consulting power that can take incredibly granular and complex processes with many exceptions and find a way to provide custom views, automation, and actionables. As long as you devote time to your admins and developers, they will find a way to make magic with your org.

En general, el sistema es realmente impresionante, y ayuda mucho con la productividad y las ventas. Requiere un tiempo de aprendizaje para conocer su lenguaje y estructura para configurar cualquier estructura personalizada para su empresa, pero merece la pena el esfuerzo. SalesForce tiene muchas opciones que le permiten realizar un seguimiento de cada paso de una venta. Hay muchas, muchísimas, opciones de configuración, pero para ayudar al cliente hay signos de interrogación junto a la mayoría de los "campos" que explican con más detalle cuál es su función.

Al suscribirte, accedes a la plataforma de Salesforce y todas sus actualizaciones continuas (no es un programa que compras e instalas). Como la plataforma está en la nube, todo se mantiene sincronizado. Hay muchas soluciones de terceros a las que puede integrarse para optimizar los resultados.

El soporte no es todo lo eficaz que debería, no está a la altura de la plataforma.

Recomiendo suscribirse a esta plataforma, para mejorar los beneficios de la empresa.

Da información necesaria para aumentar las ventas.

Share files and discuss about them

Keep track of the content that is shared

Graphs and reports in real time of how sales are going

you can manage sales by territory

has mobile app that can always have at hand is like my portable office

I have the history of activities of each client

I keep connected with customers to be closing sales

It is a very complete platform that has everything but it is very complicated to work because it has a lot of information that it is necessary to learn to use so that all the functions it offers are used and benefit over time you learn to use but at the beginning it can cause headaches for not knowing where to start learning

Productivity is accelerated and has great options to be more aware of customers providing a better personalized service with better options for sales organization and important customer information

This CRM platform is much better than you might think that it was having many options that each of them serve at any time

There are lots of things I like about using this specific platform, but the best of all would have to be the easy and reliable usability on tracking leads, instant inbounds, and sharing data amongst coworkers.

Without a doubt, the toughest thing to learn on this platform was the learning curve. When I first started using this service, I had to be shown at least three or four times just how to use the service. There were no tutorials really on how things worked and I did not really enjoy having to ask question after question to experience co workers who were more familiar with it than I was. I learned it eventually, but it took some time just to learn basic functionality.

It is a fantastic service, however, it does take quite a bit of training to really know the product.

It really is the best platform for us at the moment, we are solving our problems of being able to track our inbound leads, documenting all of the leads, and distributing user and company data to others. The benefits have much outweighed the cons due to being able to really hone in on servicing our customers in an easy manner.

Filter customisation on each case, possibility to pull data across each value per data range and any data, possibility to link Account information, with relevant opportunities and contacts!

Customising a dashboard is far-way too complex, they could make the UI more intuitive.

Writing emails via salesforce results in having plain text, there should be an option within it to change this.

I hope they keep the same tradition Interface and they do not switch to a new one!

I organise the workflow for myself and my team, I monitor the same quite easily pulling reports and necessary data accordingly. I can check the average of days necessary to a specific person in order to close a ticket . The same way I can check data range across the Case-Type.

Salesforce is also super useful to search and find previous data, much easily than doing this via email!

As a client manager Salesforce provides the ability to quickly create tailored reports that would otherwise take hours in excel. A quick sort can create a report of clients or leads that require followup based on your choice of fields. The ability to integrate different systems to upload communication provides a source of the customer's account history within the company.

The ease of access to e-mail templates and automatically triggering e-mails when a customer status is updated is extremely beneficial.

Customization of dashboards is a brilliant feature allowing management to have an immediate real time report based on lead/customer status. A multitude of options can also report based on fields you create in the case management.

I dislike the inability to mass-edit case titles. If an agent had incorrectly inputted the case title, a manual change was required. There was also an issue viewing e-mails on a mac when uploaded from a windows computer. We attempted to find plugins to fix this but were stumped.

As someone handling dozens of documents to be attached, I found the file uploading process to be cumbersome as it required you to not only go to a new screen but to have to click upload, click your file, and click again to add it to the account and then go back to the account. That's four steps that could be avoided if there was a simple "upload" button on the main screen as opposed to adding a file.

I have found it's most beneficial to have all employees on the same operating system due to a few compatibility issues, however they were not limiting so long as there is access to both.

I used this to manage a list of clients turning in forms in different increments of time that would last months - sometimes years due to the nature of the item. This can seemingly be hard to manage, but as I was able to create statuses and sort by date the profile was last modified, I easily knew who to send reminders and which customers I was still waiting for. In the event of customer escalations, the account can be flagged for management to review and the history of the account is clearly defined - complete with associated recorded calls.

Absolutely no need maintain the servers - database, application or web. And yearly three releases to keep our code base up to date with all the latest features. And they got trust.salesforce.com to keep us updated on the performance of the various services and upcoming outages if any

Some of the limits they enforce like no of fields that can be tracked on an object, no of characters allowed in Apex are more restrictive and they increase it with additional payment above the license cost already paid

Salesforce should fit with your long term road map of cloud adoption especially if you are moving from on premise applications. The initial savings would be high to motivate for the quick jump but over a period of time the discounts offered by salesforce will dry up and you will have to stick to the same place.

To enable partners to collaborate with the customer on the potential deals and send it to the approval process, convert them to the Opportunity. Provide self service features to the partner organizations to manage the access within their organization

It helps the Sales team become more organized, by logging every move they make with a Contact/Lead and it helps Marketing see what necessary steps need to be taken and how we can further help Sales in our efforts to get more leads. I also really like how almost every other vendor has a Salesforce integration.

Every couple of months or so, we'll have a glitch in the system that doesn't let us upload updates to Contacts with their email. Sometimes it only works with their name and I will have to re-do my CSV file to make it work.

Use Salesforce in every way you can. There are so many features to leverage as a business.

Salesforce is our company's go-to platform for Marketing automation, Sales management, etc. It integrates with so many platforms we use including Clearbit, DataFox, Hubspot, and more that helps us find and reach out to potential clients.

The ability to customized the format of the database to fit my organizations needs. My organization is a chimera since we are a non-profit, but located at a higher education institution. But we do not collect any data from our higher education host, yet we are not solely a stand-alone non-profit.

There is no easy way to quickly update multiple records to clean the data.

If you have forms that you need to track in Salesforce, consider FormAssembly. I have tried multiple webform platforms and this one is the easiest to link to Salesforce and the ease of use is amazing.

Previously, we used an access database where partners would enter in their data and it would flow to multiple areas. The quality of the data was horrendous, since there was no way to require fields or require consistency in naming (a program had to be added and then participants added with the program title matching the first entry). The database was a mess and Salesforce really saved it.

I like that it's a fully customizable application and you can use it however you like. I also like that It is easy to get up and running with a very simple and basic sales/CRM configuration with Salesforce. Not to forget about the easy-to-follow interface.

The price might be a bit too high for some I believe. The learning curve is pretty high as well and takes some really getting used to to become proficient at it.

Go ahead and give it a go. I'm sure that you will not be disappointed as this show really is worth it.

My sales, marketing and customer support in both business-to-business and business-to-customer problems were handled pretty well with it.

I have been using the Salesforce Platform for almost 4 years now having previously worked with Oracle Cloud and AWS. In my experience, Salesforce is by far the most complete platform that comes with all the necessary tools and APIs to build new applications or extend existing applications on the Platform. It is very stable, highly available and exceptionally performance compared to its competition in this space. The platform continues to evolve and improve thereby providing higher ROI for customers.

There aren't many things I dislike about Salesforce.

Stability, Reliability, Secure, Flexible, Easy to use.

Association/Member Management, Knowledge Management, B2B eCommerce, Customer and Partner Communities.

An extremely robust database offering that offers superb flexibility in creating a database structure to exactly match your (my) needs even if those are quite complex (as are mine).

Great report writer and, via csv uploads/downloads, great interoperability and portability.

The built-in Apex language and its sandbox and testing requirements are more than my old-fashioned head has been able to wrap itself around and the help documentation is just as complicated. I wish someone would write a simple primer like the many available on the web for say, Python, to help a beginner make sense of how to write say, a trigger or a customised page from scratch and take it all the way through the testing and sandbox stages to the production environment.

Go for it.

What you need: a good knowledge of what your input data is going to be, what reports and analysis you need, what validations are critical, and a decent idea of what constitutes a sensible and efficient database structure. So, yes some prior experience working with databases and tables is helpful, but it's not hard to pick up.

The platform is quite forgiving, so if after creating your database you realise you need something else (or your business needs change), it's quite easy to make changes and retain your data integrity.

The built-in user interface is very powerful even if it's not the prettiest and you get used to it soon. The report writer is outstanding, hiding all the SQL complexity from you and allowing you to create pretty powerful reports using plain English and point-and-click / drag-and-drop techniques.

With a clear understanding of my needs and a decent knowledge of database design I've successfully created an investment and portfolio management app on this platform to meet my needs over the last 6 years. No signs of outgrowing its capabilities and for fiddly stuff there's always csv downloads/uploads and Python offline. Except for a small bit of Apex code and a couple of triggers for one process that I got my son to help me with last year, I put together our entire app purely with point-and-click and no coding.

Using this platform as our backend, we've grown a two-person operation to a two-person operation (yes, just my wife and I) running a business with between 100 to 300 transactions a day for 200+ clients with 2200+ investments in 300-odd mutual fund schemes, scrips and fixed income investments.

And it's available on my iPhone/iPad when I'm out on a client visit - no coding or extra work required from me at all.

Easy to use, configure and build apps. Most common apps and its features can be built by point and click. Platform also gives the power of Apex programming to give customization capability which may not be possible using point and click. Also it is mobile and API ready. Platform is amazingly fast and developer friendly.

As the platform is constantly innovating and coming up with new stuff 3 times a year, its hard to catch up on the cool stuff available and adopt.

Its a lovely developer friendly platform, just spend some time in Trailhead to learn every feature before you dive to implement.

We are using it for product development as an ISV.

Team concept enabled in salesforce leds Analyse each aspect of team performance metrics and salesforce provides the user the opportunity of choosing based on their own requirements. automation has not complicated business operation in the Salesforce Process Builder which does not required IT developer anyone can write coding for automation

Administration difficulty really difficult to generate reports from salesforce tool and Small business companies information technology costs is very high. M icro level business do not really need such a complication in solution

I would like to recommend the Salesforce tool to corporate level for business operation. Some of industries use various platform for tracking data however salesforce tool kit is one the best ever seen tool for tracking and retrieving data and one of the advantage it can access cloud-based applications and services from anywhere which is lead to reduced storage requirements space

Multiple entities and different teams handling the salsforce tools while retrieving data from tool reroute to right team automatically without any discrepancy. Automation process to Salesforce tool which is designed for forecast analysis and product performance evaluation metrics without overlapping we can done this process

The speed to develop an application on the force platform is very quick.

They have done a lot of the heavy lifting for you which can save a TON of time, no need to re-invent the wheel.

By leveraging out of the box features, with a relatively small amount of customization you can get a basic application running in a matter of minutes or hours. This is incredible really, compared to old-school development where you had to write everything yourself.

There are significant limitations on the platform, the limits are evrywhere. CPU time, query result size, query statements, it goes on. You will bump into limits all the time, but there are generally ways to deal with those limits. But honestly that is the most frustrating part, the limitations of a multi-tenant cloud environment.

Regardless, it's still amazing what can be done on the platform in such short time.

Aside from the basic CRM, we have developed a huge amount of proprietary software which is very specific to our business. Contract management, inventory management, equipment standards and taxonomy, much more.

I like how easily integrated it is with all of the salesforce data that is most important to the organizations that we work with. We have created many applications on this platform, winter 17 is a huge improvement to force.com. The platform is so powerful because of lightning components, visualforce pages, and having access to all of the data that is in an organization.

Force.com is still weak in some areas, but with the most recent updates for Winter '17 I am excited to dive back into the Force.com platform and check it out. I don't have too many complaints in regards to Force.com I really do think it is an awesome platform.

For organizations interested in features that Heroku Connect provides, but aren't at the enterprise level, or can't afford the cost of Heroku Connect, then definitely checkout Force.com and give it a shot. Either that or contact a consulting agency that can build an application on the platform for you. You have the opportunity to create amazing apps that can be customized for an internal organizations use or an external public facing website. As a consultant we have built websites on this platform and also created custom development tools in order to assist in the salesforce experience, give customers ease of use, or work efficiency.

Application development for organizations that desire to use the Force.com platform. We have used force.com for public websites, internal applications, and for overall enhancing business processes.

We are able to track many facets of business using Salesforce. We have employed and non-employed doctors all over that we need to track their contact info, theyre business info, and also physician manager interaction info. Salesforce makes this easy to do for multiple users.

Sometimes, Salesforce can be cumbersome and clunky for quick API needs that we have with our website. If we want to make small tweaks, it becomes a herculean effort because the tool and the data incorporated into it is so massive.

We love Salesforce as a 10,000+ person company. There are integration things that continue to improve to make it better, but for our most basic needs of running a large, always-evolving company, Salesforce fits the bill.

We are able to on-board and track all of our doctors easily. We can update, add, remove all the data we need to as careers change. We are able to stay on top of doctor communications. Salesforce helps us centralize all of the data that is constantly changing on a daily basis.

Salesforce can be customized to your business needs and workflows. This flexibility makes it extremely useful.

The main problem with Salesforce is that its native reporting tool is not very powerful. Since every report needs a "report type" its very limiting in terms of the number of objects you can reference. There is also a limit to how powerful its dashboards and visualizations are.

Pay close attention to your business workflows and keep a forward minded approach. Also make sure to see what kinds of reports you need at go-live. Its possible that you might end up needing an additional BI tool on top of salesforce. Make sure to communicate these things to your end users transparently.

We wanted a CRM system that aggregated our data from various different sources and different business verticals in a single spot. Salesforce has done that for us successfully.

Salesforce has a really great user interface - which they are always looking to upgrade. We currently use the classic version, and have had no real issues. Everything is easy to navigate. We have about 15 or so users in 2 departments and its fairly easy to keep separate what needs to be and keep together what needs to be reported together.

They do a lot of upgrades throughout the year, and sometimes its tricky to keep in the know of everything going on. They do have great Help platform, but I feel like the 'ticket system' they have for user issues could be a little bit better then current.

Give the demos a try and let the reps come out & present. its worth the effort.

We have 3 departments and each have different needs. However we all share the same client base. It makes it easy to report every thing we need to. The reports & dashboard functions really help with that. We can see increased productivity with the activity tracking as well.

Easy to learn, relatively flexible, and easy to create basic applications. The readily available reports and dashboards are very useful.

Some cases need developers to think of work-arounds. There were challenges during development of applications because of restrictions, such as limited API usage every 24 hours.

It's helpful to have java/coding knowledge to understand apex. There are a lot of tools in Salesforce, so it will take a while to master the whole platform.

Storing of data of the company's departments. It's easy to integrate different departments information. Maintenance is easy as well, no infrastructure needed.