Can do whatever you need it to, just need to know how, or hire for it
We use Salesforce as our source of truth for all of our operational data. This includes product data, marketing analytics, customer data, …
Starting at $25 per month
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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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Popular Features
- Customer data management / contact management (210)7.979%
- Customizable reports (204)7.878%
- Opportunity management (204)7.777%
- Workflow management (201)7.373%
Reviewer Pros & Cons
Video Reviews
4 videos
User Review: Salesforce Makes Organizing & Managing a Growing Company's Pipeline Effortless
04:17
User Review: SalesForce Proves To Be a Critical Tool In Managing Customer Outreach
05:26
User Review: SalesForce Stretches It's Capabilities For Individual Business Needs
05:40
Pricing
Essentials
$25.00
Cloud
Per User/Per Month
Professional
$75.00
Cloud
Per User/Per Month
Enterprise
$150.00
Cloud
Per User/Per Month
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
Starting price (does not include set up fee)
- $25 per month
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- FAQs
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
Salesforce Video
Salesforce Sales Cloud in 100 Seconds
Salesforce Integrations
- Act-On Software
- Agiloft Flexible Service Desk Suite
- Ambassador Referral Marketing Platform
- Artesian
- Ortto
- Buddy Media, now part of Salesforce Social Studio
- PROS Smart CPQ
- Connect First Contact Center Solution, discontinued
- Demandbase
- Engagor (discontinued)
- eTrigue DemandCenter
- SalesGenius, superseded by Leadrocket
- Genoo
- HubSpot Marketing Hub
- Mediafly Intelligence360
- LeadLife
- Kantata PS Cloud
- Adobe Campaign
- Net-Results
- Oktopost
- Salesforce Marketing Cloud
- Aprimo
- unbounce
- Woopra
- Yesware
- Zuora
- ActiveDEMAND
- Lead Liaison
- Planyo Online Booking System
- HG Focus
- Makesbridge
- Phonedeck for Salesforce, a discontinued product
- Mautic (open source)
- Zoho Creator
- Celoxis
- BiznusSoft HR
- FieldService360
- Astera ReportMiner
- Astera Centerprise
- LeadBase
- ServiceTrade
- SAP CPQ
- SAP CLM, discontinued, duplicate
- CallidusCloud Sales Enablement, now part of SAP Sales Cloud
- Blacklight
- Right On Interactive
- SnapEngage
- Boingnet
- Sage Intacct
- Allocadia, now part of Brandmaker
- Projector PSA
- Wrike
- MindTouch
- Fathom Connect, now part of Sharpen
- Fathom
- Fathom Q, now part of Sharpen
- Sharpen Contact Center Platform
- ClientPoint
- AWeber
- QuoteWerks
- Mycroft Assistant
- GlobalCapture from Square 9
- Help.com
- Brevo
- Quickbase
- Lead Only
- Oracle Marketing
- Acquia Digital Experience Platform
- 123FormBuilder
- OneSpan Sign
- LoopFuse (discontinued)
- Aventri
- Interactions Digital Roots
Salesforce Competitors
Salesforce Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
Frequently Asked Questions
Salesforce starts at $25.
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
(3195)Attribute Ratings
Reviews
(1-25 of 342)Companies can't remove reviews or game the system. Here's why
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
November 20, 2023
Salesforce Sales Cloud Review
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
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
October 24, 2023
Ticketing system with great upside potential
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
Score 2 out of 10
Vetted Review
Verified User
Salesforce.com 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
August 22, 2023
High power - neutral impact
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
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.
April 17, 2023
Play it safe with Salesforce.com
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
April 17, 2023
The word Sales in the name Salesforce does not do the product justice. It does so much more.
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.
April 17, 2023
The SalesFORCE is with me
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
April 17, 2023
Deep Review of SecurityScorecard
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
April 14, 2023
Data handled in the very best way
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
April 13, 2023
Salesforce for a 360 customer view
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
April 07, 2023
My Salesforce.com Perspectives
Our entire sales organization relies on Salesforce.com. It's where we create and view reports, submit orders and use our customer database. We simply wouldn't be around without Salesforce.com. 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
April 06, 2023
Great for sales teams
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"
Salesforce.com is our source of truth database for customer relationship management activities. With the Salesforce.com enablement features we have bought to and our third-party vendors we work with sitting on top of our Salesforce.com, we are able to do all client interactions within Salesforce.com. Because of this, we have robust data around our sales activities and customer activities.
- Einstein Activity Capture
- Deal Flow Management
- Salesforce.com customizable architecture
- Native dialer that is free
- Native contract generation tool that is free
- Reduced pricing
April 06, 2023
Easy to use, hard to master as an admin
Salesforce.com 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
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
March 29, 2023
The force of Salesforce - CRM powering business!
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
March 28, 2023
Salesforce all the way!
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
March 28, 2023
Great product and does what it says!
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
March 28, 2023
The best CRM out there
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
March 27, 2023
Tracking the good and bad of Salesforce
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
March 24, 2023
Useful system
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
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)
March 23, 2023
Salesforce has Been Good to Us
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.