Salesforce Platform Reviews & Product Details

What I like best about Salesforce Platform is its flexibility and scalability.

It allows you to customise workflows, automate complex business processes, and integrate seamlessly with external tools without heavy development effort. The UI is intuitive, the reporting capabilities are powerful, and the AppExchange ecosystem makes it easy to extend functionality as the business grows. Overall, it gives teams a single, reliable source of truth with the agility needed to support fast-changing business needs. Review collected by and hosted on G2.com.

The only drawback of Salesforce Platform is its complexity at scale.

As you start adding more customisations, integrations, and workflows, the system can feel heavy and sometimes requires specialised expertise to manage. Licensing and add-on costs can also become high for growing teams. That said, these challenges are manageable with proper governance and do not outweigh the overall value the platform provides. Review collected by and hosted on G2.com.

You can tailor Salesforce to fit your exact business processes using custom objects, workflows, and automation.

I used to like the old school salesforce platform, but the new one kind of grow on me.

It's pretty fast when searching for cases and such, also like the fact that the results come back fast. Review collected by and hosted on G2.com.

Costs increase significantly as you scale or add advanced features. It also has some issues when loading some sections like comments.

I also dont like the fact that if there are a lot of comments you have to click a few times to get the full comments, not very useful when you are trying to search for a config or something made before. Review collected by and hosted on G2.com.

Salesforce enables us to effectively manage our CRM, marketing automation, and support ecosystem. It allows us to keep a consistent record of all our customers across different systems, including sales, marketing, and support. Managing opportunities within the CRM platform, running campaigns through the Account Engagement platform, and handling support cases in the support platform are all straightforward tasks thanks to Salesforce. Review collected by and hosted on G2.com.

Salesforce can be quite complex and technical, especially for those who are new to CRMs and marketing engagement platforms. While the base plan is competitively priced, any need for customization or features beyond the standard offering quickly leads to additional charges for each extra module. Review collected by and hosted on G2.com.

I appreciate the user-friendly nature of the Salesforce Platform, which is clear from the straightforward field definitions and the availability of tutorials and training when I started using it. The platform’s ease of use is significant, as it simplifies the process of continuously entering and updating client information and generating necessary reports efficiently. I really like the robust integration capabilities of Salesforce Platform, especially how it manages to seamlessly integrate with other software like Hodu and Zoho Desk. This ease of integration allows for effortless management of client interactions from various platforms, with Salesforce serving as an effective foundational tool. I find the ability to archive and unarchive client information particularly beneficial, ensuring data is always accessible when needed. Furthermore, the background integration enhances the workflow significantly, making navigation through the platform smooth and efficient. The Salesforce Platform’s comprehensive features and usability play a crucial role in its continued use within my company. Review collected by and hosted on G2.com.

There is nothing that I really dislike in Salesforce. Review collected by and hosted on G2.com.

Salesforce helps me keep all my data secure and organized. It also offers a variety of features, such as allowing me to add my daily tasks. Additionally, if I integrate Salesforce with another platform, I can view my daily activities. Review collected by and hosted on G2.com.

The biggest challenge with Salesforce Platform is its complexity. Even simple configurations can feel overwhelming for new users, and the learning curve is steep unless you have dedicated admins or developers. Review collected by and hosted on G2.com.

Salesforce is not just a CRM platform anymore, as I have been using it for more than a year now at PalEnable solutions. We run our sales team and service team through it and it had provided such quality in handling the data, provided actionable insights and satisfied all level of teams that required their customized 360 degree view.

Working as the implementor and the core team that customised the platform to make it suit for our business, it was relatively easy and the challenges that we faced, we could resolve it through the documentation and with help of the cutomer support team.

We also integrated it with Slack and Workato, to ingest data and create a complete ecosystem to communicate within our team and perform tasks easily. Review collected by and hosted on G2.com.

One aspect I dislike about Salesforce is its payment structure. The recurring fees, additional charges for extra storage, and the need to purchase various licenses make the whole process unnecessarily complicated.

Another issue is that, for non-technical employees who use the platform, it can be quite challenging to learn. Even simple tasks sometimes appear overly complex, making it difficult for them to adapt. Review collected by and hosted on G2.com.

Salesforce is very useful in handling business and enterprise level customers, its a single platform where we can manage our clients product details which includes retrieving their serial numbers, contract details and account information for hassle free validation.

It reduces using multiple other tools to check the same data again and again by reducing time and increases the productivity for agents who support the clients.

The customer support is always there to help us in terms of any issue that arises and they are available round the clock (24/7).

Been using Salesforce Platform more than 4 years now, and its pretty easy to use and integrate with other tools as well. So my frequency of use is literally everyday and we use this application or software to handle our cases and clients. Review collected by and hosted on G2.com.

It has a lot of features to explore and a beginner might find it overwhelming, but once you stick to your organization process and policies then its effective and easy to use. Review collected by and hosted on G2.com.

I appreciate how the Salesforce Platform allows me to automate business processes with minimal coding required. Its flexibility and security stand out, and it integrates smoothly with other tools. The range of customization options, along with dashboards and flows, makes managing data and workflows highly efficient, enabling teams to work more intelligently and remain well organized. Review collected by and hosted on G2.com.

I find that the Salesforce Platform can be overwhelming for those new to it, as its complexity makes getting started a challenge. Setting up automation or resolving errors often requires a significant amount of time and technical expertise. Additionally, the frequent updates sometimes disrupt existing configurations, and the licensing fees can be quite steep for small businesses. Review collected by and hosted on G2.com.

Our company has been using Salesforce for many years and our employees use it every day. The platform is very comprehensive and functions as a hub for a lot of our processes. What we like about the platform that it has everything in one place, it's like a one stop one shop place. It also perfectly integrates with every other tool that we use, making it a crucial hub for a long list of our processes. Review collected by and hosted on G2.com.

Because the platform has so much to offer, for people that haven't worked with it before it can be daunting at first. It's very granular and at the beginning it can seem difficult to remember where to find certain things or what the correct workflow is. It takes some time to get familiar with the platform. But I'd say that investment is totally worth it, after some time it becomes very easy to use and navigate through. Review collected by and hosted on G2.com.

The ease of use. The solution is highly customizable to fit the needs of any business. Our landing page is different than other companies and based on my role in the organization I can customize my toolbar to fit my needs. It also provides ways to notify or alert people when their part of a project is coming up. This avoids manually sending an email or other message that can get forgotten about or ignored. Review collected by and hosted on G2.com.

The inability to do customizations without an expert on the platform to do them. We have an amazing Salesforce admin but without him any customizations would screech to a stop. Review collected by and hosted on G2.com.