Salesforce Platform Reviews & Product Details

I can track all my leads with multiple reports available at my disposal.

It is sometimes slow, but compared to other CRMS, it is decent.

Salesforce helps me by ensuring I can track all my dashboards in one place and this enables me to stay on top of my reports and avoid any lags in resource management.

I can get a huge picture of what my customer does with me and I am able to create well-needed analytics about my customers and their companies

There is not one thing that I can think of in the decade plus I have been using Salesforce

creating a great customer data base

its interface and salesforce dialer is also one of my fav thing about Salesforce

Sometimes it takes more time to load up the pages and sometimes its logged off automatically.

I am able to track the Status of each and every customer accurately. And setting up tasks , reminders , follow up updates are really great to have it.

Very user friendly dashboard. Best platform to track all kind of sales activities like sales order,lead stage, lead details, etc. It will help us to track our all activities on single click and one place

Nothing. This is only one software where every time i can finds all features valuable

It's help to track complete customer journey from starto end It also help us to add all customization to check all details like date wise, lead status, and we can track our daily activities and also mark upcoming task to remember meetings

Everything is best and over that. It's one of the best CRM I have ever used from the starting of my career. I can say Salesforce is tailored and designed for all the Sales and Marketing professionals. The dashboard gives all the necessary information which helps us look into the Customer information, lead tracking, Statistics, email campaigns etc...It gives us a timely reminder for all the tasks created and be with us till we close the deal.

There is nothing to dislike as Salesforce is already a Leader in change. It has already reached it's heights and standing on the top position in the world. But there are some cases where it can change by making it a little more mobile friendly as the view and usability is very limited when we use in mobile phones.

Salesforce platform is benefitting me in many ways. Firstly it helps us saving the data and have the records safely on the platform more than entering it in any excel sheet and misplacing it or losing it and start searching for it. It saves time in sorting the data or applying filters in Excel as we have multiple activities and tasks that can be created for every customer and create filter easily and open all the data rather than having multiple Excel sheets for every week or month. It's making our job easier and safeguard us by having our records in place.

User friendly, Variety in reporting and dashboarding, UI

To be honest nothing as such, both classic and lightning updates are up to the mark

Tracking sales & marketing metrics, Better visualization through reporting and dashboarding

Extensive features. Hold a lot of information & many different roles can use it, like agents and customer service.

Sometimes it feels too complex. My dislike is that I often hear it can be hard for certain integrations.

It is the software that our agency is using so that our agents can quote and sell policies... it is also used by our other departments like customer service. It has helped us increase our business performance.

SalesForce has all that you would want from a CRM. Excellent repository for information. You can automate many processes through bots and flows. Lightning mode is user-friendly. Very effective in creating dashboards and reports.

Sometimes Lightning Experience takes too much time to load the information. You have to be trained on how to use the platform. The user interface can be better; Sometimes there is too much information, so it can be overwhelming and could be a bit confusing

We integrated SalesForce with ProntoForms; this integration is helping us to Pre-populate mobile forms with up-to-date Salesforce data and Populate the Salesforce field with collected data from ProntoForms. With this, we are saving time creating Service Reports for our customers. As an excellent CRM, we are saving money and time thanks to all features offered to handle projects

Salesforce has so many great things about it. It's easy to use and learn, and I personally love the integrations into different tools that I use.

There really is nothing that I dislike about using Salesforce.

As an Executive Assistant, I don't use Salesforce for the typical uses that others may. I integrate our survey platform, GetFeedback, with Salesforce and track various metrics in SF. It benefits me by not having to go back and forth between different platforms and just being able to see everything in one convenient place.

The extensibility and flexibility of the platform. The ability to take advantage of the plethora of apps in the appexchange and the out-of-the-box delivered solutions make this a difficult platform to beat.

Sometimes the "No Code" toolset provided by salesforce can't handle the complex or nuanced requirements. It can handle the majority, but not every single facet. In these instances it helps to have a developer.

Anthing not already provided in the institutional SIS, Salesforce is the platform we turn to in order to meet the demands/requirements. Several solutions are implemented now that meet the nuanced scope presented by departments across campus.

The declarative tools are beneficial for designing complex processes without any coding experience. The case management, sales, and service cloud provide the best features for our Org needs

- It will be more beneficial if more formula fields are added while building reports - Increased rollup summary fields - Increase limit on field history tracking - Clone fields

Salesforce provides a one-stop shop for gathering client information and building various automation to maintain data consistency with less manual intervention. We mainly use the Sales and service cloud features

It is a concise way to have historical data all in one place. We use it for donors, clients, vendors and consultants. Allows my organization to customize fields so we can add crucial information. Reporting is easy, dashboards give us a clear view of how we are doing.

Depending on the type of profile a team member has, they might be unable to perform certain tasks. As an administrator, I have to use Salesforce Help many times to figure out settings that will allow a team member to access. If you use Salesforce right out of the box, it is pretty easy to manage and report on data.

Recording accurate opportunities was a pain point for my organization. After using Salesforce, our opportunities (donations) are recorded accurately and I am able at all times to see what donations have been received and which invoices are outstanding.

Its easy to use, giving enough information and detailes interface.

It could be directly contacted to the mail sysytem so it would be easier to send mails to the customers

It helps wit the information of the customers and the activity that is done in before stages , with the customer and the company

It has a sales process that assists businesses in increasing sales and a service cloud that assists users in providing customer problem solutions efficiently

Sometimes governer limits enforced or down time occures

Salesforce provide sales and service cloud which help business in sales process and customer support

It works well for tracking metrics and accounts.

The interface can be a bit overwhelming and it'd be nice to have less tabs.

Keeping track of accounts and prospects.

Salesforce is quite a good platform for helping out with our sales cadence. Helping in creat very effective dashboards and reports. Providing real-time sales engagement and data for our leads.

Can work upon ease of using the platform for beginners.

Helping in providing & storing effective data for my sales leads.

This integration allows users to sync their contact and company data between the two platforms, as well as to track and manage leads and deals in Salesforce. Additionally, the integration enables users to track and manage customer interactions and activities in HubSpot, such as email opens and clicks, form submissions, and website visits. This allows for a more holistic view of customer engagement and can help users to better understand and nurture their leads and customers.

Nothing for now. By using more and more, it will help us to identify the Roadblocks.

It enables users to track and manage customer interactions and activities in HubSpot. Managing contacts and leads is very easy.

the best think i like in salesforce has integration facility that may help to connect external apllications,

As we are growing with cloud environments salesforce provides Sales cloud, service cloud , and marketing cloud with help of this all of our world IT industries attract there customers with salesforce feature with end-to-end interaction with customers.

for now everywhere demanding fewer code/user-friendly feature to the organization so the salesforce provide more configuration that will reach no coding standard .ie Omnistudio, Admin configuration

Powerful reporting, user-friendly interface, Responsive

The cost efficiency of the software is relatively high

As it is a CRM, we have powerful reporting, thus solving my daily business problems

It's CRM to grow sales and businesses. It's best because it has clouds such as for sales services etc.

It has governor limit which is a limitation.

It has customer data which is srored in cloud. This data is accessible from anywhere in the world so anyone legitimate person from the organization can access this data and work on that.