Salesforce Platform Reviews & Product Details

I have tried using the sales module the most, and It was quite useful, which made our team more efficient. As I am working as a Solution Engineer, we get clients using Salesforce usually by which we get to know that Salesforce is being used a lot.

As we occasionally work on Salesforce, we try to test our client applications on Salesforce using our automation tool as it is developed using shadow doms which is a good feature but as a tester perspective it becomes difficult to test the application.

Our customer data is stored in different places, like separate databases or software systems, which makes it hard to see a complete picture of each customer. Salesforce Platform solves this problem by gathering all that data in one place, so everyone who needs to see it can access it easily. This helps us to better understand our customers, their needs and preferences, and ultimately provide better service.

Being working as a consultant in the sales force domain , it's awesome exposore working with multiple customers.

Nothing, sometime org get slower due to maintenance.

Need analysis based on customer business requirements, that will convert to opportunity.

Salesforce became an industry standard of CRM systems which has all features to boost your sales and make your team collaborate faster and in an accountable way. The system integrates chats and phone activity tracking to monitor your lead generation activity. It makes a very useful conversion from Open Pipeline to Committed Plan and actual Closed leads. You can see team analytics and add a lot of dashboards from stores or develop with a help of data mill Tableau reports.

The salesforce has no risk management add-in: it would be great to consider a kind of VaR analysis or Monte Carlo simulation applicable to sales forecast which considers not a sales manager "Best Case" scenario but a quantitative calculation of distribution.

Salesforce is a standardized solution to track and boost the sales process: from lead generation to performance review. Makes team more accountable for decisions made and commitments done.

I can tag all my coworkers in a case so they have total visibility of projects I'm working on.

Sometimes it isn't easy to sync it up with other apps or solve how it works together.

The implemented platform has facilitated enhanced collaboration among project stakeholders, enabling seamless monitoring and oversight of progress to mitigate the possibility of omissions.

Very easy to use, when getting reporting and seeing new dashboards.

It can sometimes be slow to update when adding information.

Salesforce is solving the issue with keeing all leads in one place and opporuitnites all together. This saves so much time.

In general the Saleforce is a CRM that basically has everything built into to it regarding a clients account and all its ins and outs. AIO you could say. The works.

Again its an AIOtype CRM but at the same time it can take some getting used to and to know how to navigate your way around. Might get lost at first if not for the help youll need.

Salesforce basically allows us to navigate with our everyday task and if we handle that clients account and need to make changes in SMS, Email and or phone verbal contact.

I use Salesforce daily, and the tasks help me prioritize and stay organized!

It is not often, but the integration between different platforms lags.

Salesforce is amazing because it helps me from overlooking important information or outreach. This has helped me complete my tasks in half the time!

Salesforce is very easy to use and I love how it integrates into DocuSign and Aviso for all of my forecasting and customer communication. It also provies strong reports

It will sometimes be slow and can have bugs at time. Our operations team is constanly working on salesforce to make it easier and more efficient to us in our day to day.

It solves a time and organization issue. It allows us to have a central source of truth for all of our use cases and keep customer communication clear while providing info to executives

Salesforce simplifies our job by making it easier for us to search and research our business partners' information regarding strategies on how to position our offers and promotions.

Sometimes there's a lag time during the critical moment when we are talking to our business partners, and that can impact our business relations, some of our business partners are very busy, and any interruption can cause a loss of sales

Salesforce can give us all the details and information that we need, and we don't need to calculate loss hours or the percentages of time and sales in general. Everything is already calculated.

There are tons of amazing dashboards and things you can build when using Salesforce. It really is very customizable for the needs and challenges of every company. You can build custom reports and processes that suit your company as a bespoke suit. Its also great that it has lots and lots of integrations.

It is sometimes too slow and you'll probably need one or two dedicated engineers to manage and develop reports, processes and workflows your company needs. Also, I don't consider it to be cheap.

Salesforce allows us to have real-time visibility of our customers, sales pipelines, work groups, departments, and financials. Its main benefit is that the platform is transversal and reaches almost every department of the company.

Simplifies the end to end customer management process. Makes it easy to see where in the process leads are dropping off and the in-app functionality for following up/automating simplifies that.

It takes a while to learn how to use it, and even then there is so much functionality that is not readily apparent. There's a ton of great training out there that solves this, but it's not intuitive without the training.

Helps consolidate all customer information in one place and makes it easy to reference all customer interactions. Makes the whole process more efficient and productive.

The best areas I like in the SFDC Platform are Apex, Visual Force, Aura Component and Lightning Web (LWC) Components, along with various cloud like Marketing Cloud, Sales Cloud and Service Cloud

Customizing the Salesforce platform might be a little challenge, and it may require advanced technical skills or the use of a consultant and also little expensive.

Salesforce is best cloud tool used for CRM with detailed field mapping capabilities from a customization and reporting standpoint to record, input, and extract data. We are benefiting using Aura LWC Components, Apex, Visualforce in SDFC

It's very robust, it allows us to organize all of our sales efforts as a team and stay on top of prospects.

Not much! If anything, there may be too many features.

Staying on top of all my prospects.

Best CRM platform for database management and task organization.

Its a lot to customize and optimize because of all the great options but well worth it

database management tool, tracking, creation of reports, provides analytics etc

I only use Salesforce from the vantage of in-house legal counsel, so my use is relatively limited. However, I have never had any training on the platform and have been able to figure out how to use it anyhow - it is very intuitive. I am able to find the info I need easily and quickly.

This is probably more of an issue with my own organization's maintenance of the platform, but I have an issue with there being multiple accounts for the same customer. I wish there was a more seamless way of addressing issues like that.

For my own personal use case, I am able to look up particular customers and their pending orders in order to resolve legal issues. It is a great self-help tool for my use.

I admire that I can solve customers' issues and raise their complaints to a higher tier so they can handle their cases better. I also like the features that allow me to track any problem.

Sometimes it goes down, especially when integrating with the 1VU tool, and sometimes I can't change the case to resolved after answering a customer's inquiry, but that rarely happens.

Salesforce is so essential in my company for answering any inquiries and tracking any issue from the beginning. I can say it significantly positively impacts the business as it keeps customers satisfied.

The functionality available and flexibility. I came into the business and we spent a lot of time refining our lead and sales process. Using trailblazer is also a great tool

Not knowing of new updates and features early on and how difficult it can be to change everything once set up. There are some workflows you can't do which feel fairly basic

Having a central hub for everything. This includes reporting, the dashboards can be extremely powerful and we don't use excel anymore for any reporting purposes as everything can be done in salesforce

Salesforce helps me ease the process of managing my sales lead in one go itself. It does help me to go ahead and put all information in the system in one task and does help me out with managing my duties as well. It is a great CRM for all salesperson

As a salesperson, we might open up a lot of leads altogether for a better scope of understanding the day-to-day task, But Salesforce will tell us to go back to the main page by redoing every time rather than opening a lead on the next tab. This might help in reducing the efforts of sales person

It helps to get a complete application for salesperson, at one go, I get complete information of candidates I am tracing for sales targets. In Addition, it helps manage all the stages of leads; Salesforce is so user-friendly that it helps to align my prospects and payments.

What I love the most about Salesforce platform is making my tasks more easier and more accurate. I also love that all of the things that I am doing is being logged on Salesforce for my future referrence.

For me personally there is nothing that I don't like about Salesforce because it is very user-friendly and so easy to use. It is also simple that makes it more accurate and very helpful for all the users.

Salesforce platform can give me all the information that I need to know, especially if I am checking some information of my clients that makes it more easier for me to identify if I need to proceed or not with a certain tasks.

What I like best about the Salesforce platform is it has many tools and features allowing me to do my work effectively and efficiently. It improves the quality of my sales by helping me with my marketing process , lead generation, lead profiling, etc. It also allows me to reach my customers easier so, letting me close the sale immediately.

I don't have anything to dislike about the Salesforce platform. It is already best suited to what I'm doing now. It makes my life at work more manageable by unifying all the tools needed for my sales process. It stores my customer's information on just one file, allows me to profile leads better, sends and tracks email marketing, etc. With such a platform, all the employees and I can achieve outstanding work.

Salesforce Platform solves a lot of sales blockers, but one of the fascinating things about it is that it allows us to see just one customer view regardless of our department. It lets us work trouble-free since almost all the information will be in one place, so we have much spare time to work on additional leads and get more sales.