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What is Salesforce?

Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce brings together…

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Recent Reviews

High power - neutral impact

7 out of 10
August 22, 2023
I/we use salesforce for account management. Reporting helps keep our pipelines healthy. Record keeping is also helpful in staying …
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Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (210)
  • Customizable reports (204)
  • Opportunity management (204)
  • Workflow management (201)

Reviewer Pros & Cons

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Video Reviews

4 videos

User Review: Salesforce Makes Organizing & Managing a Growing Company's Pipeline Effortless
User Review: SalesForce Proves To Be a Critical Tool In Managing Customer Outreach
User Review: SalesForce Stretches It's Capabilities For Individual Business Needs
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Per User/Per Month



Per User/Per Month



Per User/Per Month

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $25 per month
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Sales Force Automation

This is the technique of using software to automate certain sales related tasks.

Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.5

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Avg 7.5


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.5


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Avg 7.2


Avg 7.4
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Product Details

What is Salesforce?

Salesforce is cloud-based CRM software. It makes it easier for companies to find more prospects, close more deals, and connect with customers in a whole new way, so they can provide them with amazing service at scale. Salesforce brings together all your data, from any source. Customer 360, a complete suite of products, unites your sales, service, marketing, commerce, and IT teams with a single, shared view of customer information. With artificial intelligence integrated across all products, Salesforce helps company employees to work more productively and better deliver personalized experiences to customers.

Salesforce Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Quote & order management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Case management
  • Supported: Call center management
  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Billing and invoicing management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Social CRM Features

  • Supported: Social data
  • Supported: Social engagement

Integrations with 3rd-party Software Features

  • Supported: Marketing automation
  • Supported: Compensation management

Platform Features

  • Supported: Mobile access

Salesforce Screenshots

Screenshot of Salesforce CRM - More than just a contacts database, Salesforce CRM is a centralized repository of customer information in the cloud.Screenshot of Salesforce Dashboards - Advanced reporting for Sales Executives, Sales Managers, or Service Managers to keep a pulse on customer acquisition and satisfaction.Screenshot of Platform - More than a CRM or Service Application, Salesforce is a full cloud-based development environment supported by a rich ecosystem of integrated third-party application providers.

Salesforce Video

Salesforce Sales Cloud in 100 Seconds

Salesforce Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android

Frequently Asked Questions

Salesforce starts at $25.

Borneosoft, ClinchPad, and SAP Sales Cloud are common alternatives for Salesforce.

Reviewers rate Case management highest, with a score of 9.

The most common users of Salesforce are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings


Attribute Ratings


(1-25 of 342)
Companies can't remove reviews or game the system. Here's why
Michael Whited Jr. | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Salesforce as our source of truth for all of our operational data. This includes product data, marketing analytics, customer data, billing data, sales activities and deal pipelines, along with some other sources. Sales cloud allows us to to connect all of the dots that we need to create a wholistic picture our employees performance, our services performance (SLAs), and as well as how our clients choose to interact with us and our service. By having one source of truth it makes it very easy to drive alignment across department heads and spot trends in the business that may result in leadership wanting to make a pivot. No don't get me wrong, there are many ways to do this, but Salesforce strikes a great balance of powerful software with elegant design for your end users. And when it comes to driving optimization via automation and design, Salesforce has a very intuitive back-end, which can allow you to hire more of a BA background rather than need a true Engineer or DBA to manage it.
  • Automation
  • Configuration
  • Ease of Use
  • Integrations galore
  • Reporting
  • Speed of Lightning Platform
Salesforce is great for any business that is building to scale YoY; even with a very low spend amount you can get so much out of the tool and really tailor it to your liking. Any business that's GTM strategy includes a dedicated Sales team and Marketing team should utilize Salesforce in some capacity. However, Salesforce can work for small businesses, but the marketplace has became so fragmented with easy to use industry specific CRMs that are lightweight and built for an exact purpose. The downside to Salesforce is the initial lift and to configure it how you want's not the most difficult thing out there, but it definitely takes time and thought, typically more than a smaller business owner would be willing to put it for a business with sub 15 employees or so.
Guy Snitovsky | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
We use Salesforce Sales Cloud to support our business teams in Marketing, sales and customer success areas.
we got many processes implemented in SFDC such as Lead qualification, manage of discovery calls by busienss devolpment teams, handover to a demo meeting for account executive, creation of sales opportunities, managing the sales pipeline and more and more
  • Robust platform for business processes
  • automation without code
  • out of the box infrastructre for many CRM processes
  • some non core products can be not baked enough
  • customer support can be frustrating sometimes
Salesforce Sales Cloud is very recommended for companies with complex business processes and a need to integrate with other Information systems products. systems admins has vast capabilities to maintain and create more business processes on that platform and other products in the eco system like service cloud, marketing cloud etc.
Score 10 out of 10
Vetted Review
Verified User
We use the software as a ticketing system as well as for allocation of engineering work with out internal departments. This is used across multiple departments under the same directorate with a variety of tasks. We also use the analytics for tracking of work and KPI monitoring within the company.
  • Tickets
  • Individual agent tasks
  • Analytics
  • Monitoring of work
  • User interface for analytics
  • Some software bugs in my experience.
  • Visual interpretation of analytics
Great for use where large numbers of staff are allocated different tasks that can be monitored by a centralized helpdesk. Good for keeping hold of tasks and setting user groups for confidential work where other users do not gain access to the tickets. In my experience, we are unable to assign the same task to multiple agents that can cause confusion.
Score 2 out of 10
Vetted Review
Verified User was purchased to be primarily a contact management system which would assist in onboarding new clients, managing their customer experience, processing payments, offboarding clients, and assisting with prospect follow up and conversion. We had the Pardot integration as well to help with automated follow up plans for potential clients.
  • Selling you on the product
  • Upselling you on additional products after purchase
  • Incentivizing you to customer purchase support packages
  • General Customer Support
  • Managing expectations of costs to roll out the platform
  • Simplifying the system use and integrations
  • Including setup in the already inflated price of the platform
It took us almost 14 months to completely build out the system for use. At an annual cost of close to $25k and an additional $15k to hire a developer, this far exceeded the budget we were quoted at the beginning of the process. We opted against packing several thousand dollars more to get tech support from which in turn led us to pay even more than that to have developers trouble shoot system issues for a nonfunctioning system. In our experience, the utilization of the system was also very difficult to train to our staff. In hindsight, I believe we could have purchased a prepackaged CRM for 1/100th the cost that would complete the functions we needed.
Score 7 out of 10
Vetted Review
Verified User
I/we use salesforce for account management. Reporting helps keep our pipelines healthy. Record keeping is also helpful in staying organized, knowing who should be talking to who, who has talked to who so on and so forth. I use salesforce daily for data management, account management, organization and forecasting.
  • Data visibility across the organization
  • Report creation/manipulation
  • Less limitations in report creating. Sometimes fields/criteria can be limiting and extremely confusing is excellent for general data management, streamlining processes across sales, marketing, and service. It excels in tracking leads, opportunities, and customer interactions. However, it could enhance its value by offering more customer-centric features, such as advanced customer success analytics and personalized engagement tools to strengthen relationships and drive retention.
Score 9 out of 10
Vetted Review
Verified User
We are using Salesforce for all our CRM needs, and we have it linked to all of our systems, both in the cloud and local. We used to have a local CRM solution from Microsoft but we moved to SalesForce as a SaaS solution, and it solved our need to have constant communication and access to our sales information, our sales team, and all the details we require to do our sales-related jobs. We also use it to generate our sales funnel, our sales information that we use to generate all of our end-of-fiscal-year reports, and basically every sale and purchasing decision that we do as a business uses Salesforce. The only issue we have is that the Android app is not as good as it could be.
  • Always on access to all of our sales information.
  • Quick and easy generation of content filled reports.
  • Easy to modify and add or remove options and information as we require.
  • Cost effective and with great support.
  • Able to modify the core values and options (for a price).
  • 24x7 support that actually is 24x7.
  • The mobile app does not have the options and information we need.
  • The new redesign that happened during 2019 makes it harder and slower to use.
  • Due to the changes brought on by the new versions, we had to update most of our reports.
  • They changed their pricing during 2020, we did not get really affected by it, but it might hurt us later since we are adding new people.
If you have a company that is sales driven and that has plenty of requirements as far as sales information, quotations, and invoicing. Your company has to have a lot of sales movement and sales requirements for a CRM solution to work and to work well. The company has to have a certain size of sales and clients since Salesforce is a costly solution that has to make sense as far as purchasing and expenses go. Also, it works great for any company that has a traditional (funnel) sales process, since it makes it easier to use this model to drive the options down the funnel and generate real sales and real money.
Score 7 out of 10
Vetted Review
Verified User
Use Sales Cloud for most companies to primarily drive their lead to cash processes. My efforts include configuration, automation, process, data integrity, reports and dashboards, and integrations w other tools.
  • Provides flexibility for one to customize for any given business and/or sales process
  • Many ways to create automation and a good user experience
  • Forecasting options continue to grow
  • Easily provide ability to manage to quota
  • Lightning report builder is a time suck when compared to classic esp when selecting and moving fields around
  • Support often skips over the detail provided in support tickets and then calls or emails to schedule a call without trying to troubleshoot first.
  • For a long time, help articles did not have last updated date so couldn't rely on info being provided
  • They release and hype up new functionality before it is released when it is only half baked and not polished
  • The latency to.view recent configuration changes in lightning s just too long. It takes 15 hard refreshes and still sometimes doesnt work.
  • Flow error messages are just not intuitive for avg user. Depending on your profile you should have option for simplified error message or elaborate one
  • Personally think getting rid of profiles and replacing with permission sets is a terrible idea. We now have to consider 1000 permissions for each user rather than just look at their function
SF can be well suited for all industries of all sizes. But like anything, it is the people that will make it a success. End users just need to realize, it is not perfect and will not.sell for you. In addition, much patience is warranted when using new functionality.
Score 10 out of 10
Vetted Review
Verified User
We are implementing Salesforce as an Enterprise CRM solution. Our goal is to have a shared use of data across our university. We currently have several instances that serve different "domains" of constituents including prospective learners (pre-enrollment), current learners (students), and external relations (corporate, employer, community, government). Where appropriate, we share information between the various instances.
  • Customization
  • Security
  • Declarative configuration, coding experience not required for most administration
  • nothing. they are constantly improving with input from users.
Salesforce is so customizable that I can't think of situations where you couldn't configure the tool to do what you need. If Salesforce hasn't developed the capability itself, there is a marketplace where anyone else can develop and upload their solution for others to use as well. Also, due to Salesforce's success and size, almost every other app/software that you can think of has or is working on an integration with Salesforce. So if you need to use a different tool for a certain function, you can more likely than not still integrate it with Salesforce to enhance value.
Score 8 out of 10
Vetted Review
Verified User
We used Salesforce as a CRM tool logging interactions with customers, detailing customer accounts, and tracking interactions with our customers. Salesforce was a daily tool that we could use to pull reports and generate tasks.
  • Maintains client details
  • Generates sales reports
  • Configures daily tasks and reminders
  • Customizing to particular industries
  • Highlighting potential duplicate records
Salesforce is a great CRM and is helpful for sales teams to maintain a workflow of accounts. Where it gets wonky is when it’s expected to be an accounting software and track more than just the relationship.
Score 9 out of 10
Vetted Review
Verified User
I use Salesforce to engage all activities in the Sales Cycle.
  • Register a lead
  • Convert to an Account
  • Create Opportunities
  • Detail activities of each opportunity
  • Follow throught all phases of the sales cycle
  • Possibility to put all information related to an Account including Contacts
  • Possibility to follow all steps in the SalesCycle
  • Possibility to generate a broad overview of reports & dashboards
  • Perhaps if SF would be able to use AI in the sales process would be perfect !
  • If there is a possibility to track if a certain CONTACT moves to another job - would be really super !
  • Eventually, an improvement in REPORT section would be appreciated too
As I said before, SF gives one a broad overview of an opportunity in a Sales Cycle.
But, in order to maximize the SF usage in a certain corporation, it must be enforced to all personnel involved with Marketing, Sales , Services - depending upon the scenario end user is focusing on.
Score 9 out of 10
Vetted Review
Verified User
The software which will automatically provide you all the details from database instead of manual search. We create contents and store it such that it can be accessed easily. All the customer project history is tracked and checked. We use professional version which gives additional benefits. We can login to any other machine and get the track of all data in same server.
  • Data management
  • Automation
  • Marketing
  • User interface must be definitely improved
  • Customer support needs to be improved
  • Customisation requires high skills
All the sales related work is done here. It's extremely useful for that. I don't see real time usecases in other field where it is less appropriate. Since buying the license if it could do Jira like work then we can atleast have a multi tasking software.
But as of now I find it best for sales.
Score 9 out of 10
Vetted Review
Verified User
Salesforce is used as CRM by all customer-facing departments including customer support, back office and Sales in addition to Marketing (via Pardot). We use below Salesforce objects: - Leads: to ensure all leads are captured from marketing and handed over to Sales - Opportunities: to track all the different stages until an opportunity is closed won or lost - Cases: using email to case functionality but also from web forms and registering phone calls as cases - Contacts - Accounts - Products and Assets The company used Salesforce across all countries in our division but visibility is country-based. We also use dashboard and reports to keep track of performance and financial KPIs Salesforce main advantage is traceability and transparency. It also enables to have a Customer 360 view
  • Traceability on who owns a record and who has modified it
  • Customer 360 view allowing easy handovers between departments
  • Includes a lot of great functionalities for big companies to enable collaboration
  • The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories
  • Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor
  • Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization
I think Salesforce is great when you have an organization that aims to have a customer 360 view and wants to move away from old email forwarding to have a platform where all interactions are handovers are documented and well organized. Salesforce is great to track performance because you can work live reports and dashboards in-app and most times you don´t need to export sensitive data to an external party. On the other hand, I would not recommend the Knowledge module of Salesforce, it still needs to be further developed. Also, Salesforce can be very rigid, I guess this depend on the organization´s structure. I have used this platform in two different organizations and it was set up differently in both.
Anne Klosterman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Our entire sales organization relies on It's where we create and view reports, submit orders and use our customer database. We simply wouldn't be around without Our Renewals team especially depends upon it to hit our daily goals. We used to use the Classic version, but now use the Lightning version.
  • Database Management
  • Reporting
  • Order Management
  • Systems Updates
  • Systems Integrations
  • Less Complicated User Interface
The Salesforce to Outlook extension is extremely helpful in keeping records updated and organized. It saves so much time over copying and pasting information between systems. It does tend to run slower than expected, so it's not ideal to use when you have to look up answers to customers' questions.
April 06, 2023

Great for sales teams

Score 10 out of 10
Vetted Review
Verified User
Using Salesforce can be overwhelming at first, just because when you ask "Can I do X?" there is always a way to accomplish X. It's immensely helpful being in a sales position to track day to day tasks, all my opportunities, leads, goals, activities, etc. On my team, it's been helpful to collaborate, have insight and share insight into each company or contact or opportunity. Within our organization, we use the reports, dashboards, and company/opportunity pages to all be on the same page and bring to status meetings. Anytime I want to narrow down my view, I can quickly create a new list view for running lists or pull a report for something more granular to still work off of. I love that Salesforce works with a variety of other tools; we have it synced with our work GMail accounts, Salesloft, Zoominfo, Hubspot, ChurnZero, and other tools other teams at our organization benefit from. It's really our hub for all things. It's worth learning.
  • Pulling reports
  • Running list views of data
  • Tracking opportunities and all we need to track to that deal
  • some integrations get wonky, like Salesloft but I think that may be more of a "their product" issue not Salesforce
  • Better way to navigate and track dates, maybe a calendar click rather than typing in dates like "Next step = 04/03: Task"
Anything related to sales, this tool is immensely helpful. It's helpful for an individual contributor on the team, working within in a team, and teams within a larger department or organization. It would be less appropriate for niche specific industries like manufacturing or less tech savvy teams and organizations in general.
Score 10 out of 10
Vetted Review
Verified User
Incentivized is our source of truth database for customer relationship management activities. With the enablement features we have bought to and our third-party vendors we work with sitting on top of our, we are able to do all client interactions within Because of this, we have robust data around our sales activities and customer activities.
  • Einstein Activity Capture
  • Deal Flow Management
  • customizable architecture
  • Native dialer that is free
  • Native contract generation tool that is free
  • Reduced pricing is well suited for complex business models (multi-faced marketplaces, different business lines, etc). I would recommend Pipedrive if you are just a few employees. I say this because maintaining a instance requires someone on staff with expertise in the back-end. If you don't have this, you'll have it set-up inaccurately from the start and pay the consequences down the road.
Allie Donahue | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized was used as our main CRM system. We used it to track wins, track prospects and keep track of ongoing sales activity. Our partners had access to view their data but the entire company was not given licenses due to expense. Our marketing team was the primary user of the product.
  • Easy to navigate
  • Easy to add new opportunities
  • Lots of ability to customize
  • Licenses are extremely expensive
  • It felt like we were constantly being upsold
  • Backend could be difficult to navigate at times is great if your IT team can support you and help with implementation from the start. Your data must be clean when you set up the system or you will experience many issues along the way. Having a, dedicated administer is crucial to keep data clean and organized otherwise you'll have duplicates and unclean data.
Score 8 out of 10
Vetted Review
Verified User
Tracking projects and maintaining customer information. Salesforce allowed my team to keep pushing sales projects forward even if team members changed jobs, are out of office etc.
  • Keeping customer and project information in a centralized location
  • Advancing projects through various stages/gates
  • Email marketing campaigns
  • Easily accessing attachments and sharing within an organization
  • Create a learning community within the SF environment that is easy for casual users to access
  • Honestly, TrailHead comes across as a lot of advertising / marketing content trying to sell additional modules, rather than an actual educational space
SF is very good to track projects/etc IF AND ONLY IF an organization embraces it fully. Advancing projects through different gates or stages is relatively intuitive, and tagging/flagging team members with tasks is easy. However, my organization did not use it as an active tool, but rather as a tracking tool. We still relied way too much on email.
Score 9 out of 10
Vetted Review
Verified User
Salesforce is used as our primary CRM system to manage data, leads, conversations, conversions, pipeline etc. Using the system, we are able to segment customers, personalize outreach, centralize and organize lead capture and follow ups, and forecast sales trends. The system also helps us build and optimize outreach experiences for leads, helping to improve conversion ratio.
  • CRM
  • Lead nurture
  • Lead assignment
  • Tracking
  • Price of the product
  • Simpler user interface
  • Loading times
It is well suited for a team which knows how to work the system, regularly maintains both the system and the data inside, and with an organization to support. It isnt really easy to use for a smaller organization. Data export can be cumbersome at times, however, the amount of customization and tracking you can add is great!
Score 7 out of 10
Vetted Review
Verified User
I am currently using Salesforce in my day to day job as a sales coordinator for a hotel chain. This is one of our main tools. We are using Salesforce to communicate with our clients and planners, to track our sales revenue, automatically assign leads to coordinators through distribution engine, and many more.
  • Distribution engine feature that allows us to receive leads equally
  • Chatter that allows us to see changes that was made in the case easily
  • Easy to access in any browsers
  • Accept features in our proposals are not working for some of our clients
  • Hotels are unable to decline the requests that we sent them
  • Too many tabs for different options
Working in back office requires a lot of communication with different departments and clients. I think Salesforce works well in making it possible to work with different departments and clients smoothly without using different systems. It also has features that automatically compute and generate reports of our sales revenue which is really a big help as a sales coordinator.
Score 7 out of 10
Vetted Review
Verified User
Manage pipeline and have a pulse on accounts.
  • Helps us organize accounts effectively
  • Integrations are great
  • Biggest company so offers a lot of features
  • Seems clunky, I’d like easy to see dashboards with visuals of touch points
  • Relatively overwhelming
  • Seems too complicated for simple tracking of accounts
I use it daily to track the pipeline and where my accounts are.
Azeem Rehmn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
I typically use SalesForce CRM every day for my day-to-day job duties as an account manager. It's my main forecasting tool. It's the best place for communication between business partners and the vendor about lead generation.
  • Can be used and customized for multiple products
  • Account management and troubleshooting support
  • Collaboration across clouds / applications
  • Better communication with other databases
  • When working on multiple tabs, the interface can become a little slow
  • The reporting could be more intuitive, and the tool's value requires thoughtful design and configuration
It might be good for a large organization with specific sales points. It's good for upper management to have consistency for all employees, but the users can't customize it, but I guess it's by design to have bankers' ratings and progress consistent across the board. It is so specific to our organization that I can't speak with general customer support - I have to find a banker who is an expert and try to figure out how to fix errors together. Always have to brainstorm with peers to fix errors in dispositioning leads.
Score 9 out of 10
Vetted Review
Verified User
Salesforce is the hub for all of our accounts, contacts, opportunities, contracts/quotes and everything we do. The challenges that I see are that with so many verticals, teams, and moving parts using it and having fields and workflows added to it, that it has become a monster with pages and pages of fields that we don't use but others do. The result is that anything we need to accomplish takes place in SFDC and it takes a lot time, frustration and training to get things done. Also, every backoffice request requires a case which means that there are so many cases that we put a limited number of individuals in charge of assigning them. This creates a backlog and more delays.
  • Organizes contacts under an account
  • Provides reports on accounts and tasks
  • Provides for opportunity creation, description, and tracking
  • I'd like to see a global roll up, but individual customized versions by team
  • Consolidate! Agreements are often found under attachments, contracts, confidential information, cases, and a couple of more places
  • Statuses: Make the status, owner, and last touch date/time easier to find
SFDC is great for organization, tracking, and reporting. Just beware of mission creep where management wants to add every little item which forces users to waste time filling out fields and forms that do not promote moving opportunities along. Remember that the users need to be able to make changes and update the information in SFDC. Do not restrict access so much that they can't get the job done.
March 24, 2023

Useful system

Gabriel Berlinguet | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
This system is very usefull to keep track of everything, from open cases to research
  • Scorecards
  • Clear view of all your cases
  • Easy to use
  • maybe speed of the system opening up cases
  • I would be fun to have a direct e-mailing system, without linking it to a case
We have multiple segments, within the company and SalesForce is very efficient in sorting incoming e-mails to the right segment.
Score 9 out of 10
Vetted Review
Verified User
I use Salesforce every day to manage the enterprise accounts that I manage, along with activity within the account, forecasting, revenue projections and communication amongst fellow team members. In addition, I use Salesforce for regular reporting and management of marketing activity to my existing accounts for renewal and upsell opportunities. The business problems the solution solves is around overall management of pipeline and forecasting along with account management and license management.
  • Activity tracking
  • Opportunity management
  • Contact management
  • Creation of reports could be more clear and easier to use
  • Price quote functionality can be difficult for non-standard use cases
  • Chatter functionality could have more tools, including an easier way to cut and paste graphics (screenshots)
Salesforce is great for overall account management, including contact, subscriptions, licenses and forecasting. It isn't necessarily well suited to collaboration as the Chatter functionality could be improved with more features. Alternatively, if you're using Slack, the collaboration improves considerably. The intuitiveness of creating reports also has room for improvement. Finally, the price quote functionality can be challenging to use if the price quote is non-standard.
Dee Moore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Great at managing leads, converting to opportunities and then projects. Easy to search and find clients. Lightning has relevant news which I love. We can collab as a team and communicate in Chatter.
  • Relevant news pertaining to Accounts in our database which we can share on Social media
  • Easy to convert an opp to a Project and add stakeholders
  • We manage Campaigns for our events like dinners and networking events. Easy to manage the RSVPs
  • Uploading files to share with the Team
  • Remove the Authenticator and go back to passwords. That one recent change has made some of my team members seek alternative CRMs.
Being able to add custom fields and tabs, email templates, enhanced reports and dashboards, and automated task management were things we all needed as a team. Salesforce has all of the above. Also, we were able to create automatic email alerts for deals dependent on their size and can auto-assign tasks as a deal progresses. You can also automate manual tasks such as filling out orders or putting together in-depth proposals. It’s straightforward and flexible.
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