Salesforce Starter Reviews
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208 Reviews
- Industry: Logistics & Supply Chain
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great experience working with salesforce platforms
Reviewed on 2023/03/10
Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me...
Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me out to improve my sales day by day.
Pros
All I need in one place, quick response from the platform and cloud.
Cons
Trouble shooting at weekends and slow verification process
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Works Great! Increases our Closing Percentage by 20%
Reviewed on 2021/08/14
So far its been very good. We also use other modules from Salesforce. After demoing about 4...
So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.
Pros
The integration with all of our other systems and software.
Cons
The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.
Alternatives Considered
NetSuiteReasons for Switching to Salesforce Starter
The ability to integrate with our current applications and phone system.- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Great product, hard to tailor to companies specifically due to the complex algorithms.
Reviewed on 2021/12/21
I have over 5 years of experience with Salesforce, we used it when I was a production designer for...
I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.
Pros
There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.
Cons
Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Salesforce as a Database
Reviewed on 2022/07/31
As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall,...
As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.
Pros
I like that the product has the ability to be completely customized to one's needs.
Cons
As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.
- Industry: Fund-Raising
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Easy to Use
Reviewed on 2022/12/09
Overall this is a great product. As a grant manager I use this to record all of my interactions...
Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.
Pros
I like that it works as a CRM even though it was created for a slightly different purpose. As a grant writer I can record every interaction with a funder and I can include the proposal and any other documentation we have received. It is easy to find the entire history with that organization and it really helps me track everything in one place.
Cons
I do wish the task tracking was set up a little differently, or at least customizable if it isnt already and I'm just not aware of it. I use task tracking to record every interaction I have with a funder but it doesn't perfectly fit for that. For instance I want to record that I emailed them and I have to select a "due date" but there isn't a due date for that. I just put today's date but I wish I could customize it so that it just said date. It would also be nice if I could record comments on the same page as I record a task but I have to save the task then reopen it and then I can write the comments detailing it.
Alternatives Considered
Blackbaud Raiser's Edge NXTReasons for Choosing Salesforce Starter
I made the switch because of being in a new company but also salesforce is MUCH more intuitive to use. Way less convoluted.Switched From
Blackbaud Raiser's Edge NXTReasons for Switching to Salesforce Starter
Must easier to use and did all the things we would want it to do. It also integrates with other software programs easily.- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Monthly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Ridiculously Expensive
Reviewed on 2022/02/03
I stopped using because I could never understand how to fully set up the system. Salesforce...
I stopped using because I could never understand how to fully set up the system. Salesforce referred a 3rd party developer to set up system, they wanted $28,000 to set up system. Kinda shady.
Pros
Nice interface, lots of features. I never understood the system enough to offer more Pros.
Cons
Only for Mid-Large - Large Business. Salesforce is not for small business, because it is cost prohibitive. Salesforce nickel and dimes for everything, including an unethical override for their CPQ billing. I am stuck in a contract and still paying for Essentials. However, it was much more economical to use another CRM/Subscription Management System and pay Salesforce until my contact is over.
- Industry: Information Technology & Services
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
"Salesforce Essentials is good tool for buisnesses"
Reviewed on 2022/11/30
Pros
It has a capacity to fulfill customize requirements. Good tool for buisnesses that offers best CRM program. Good for connecting potential customers. Can be integrate with onother system and software.
Cons
Some limitations like good for large or mid size buisnesses not for small. Little pricey too.
- Industry: Consumer Services
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
This is a great tool for organizing your sales funnel.
Reviewed on 2018/03/20
Pros
Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.
Cons
It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com...
Reviewed on 2017/12/12
We got to have our email's interaction (with our customers) well organized. We can get through our...
We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.
Pros
It is very user friendly. My team mates and I can navigate through our system with no complications.
Cons
Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.
- Industry: Events Services
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
Reviewed on 2018/04/10
So many. Ease of use, trackable for sales cycle, many more.
So many. Ease of use, trackable for sales cycle, many more.
Pros
This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.
Cons
I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.
- Industry: Nonprofit Organization Management
- Company size: 501–1,000 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Easy & Intuitive
Reviewed on 2023/09/08
Overall we've had great customer support and feel that the product really fits our CRM needs.
Overall we've had great customer support and feel that the product really fits our CRM needs.
Pros
Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data. This flexibility can be valuable for marketers who use multiple tools in their marketing stack.
Cons
Affordability - pricing is somewhat competitive, but wish there were discounts when using multiple Saleforce products. Essentials could also be doing more with automation.
- Industry: Education Management
- Company size: 5,001–10,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
salesforce software is very good to record the details and to check the activities as well
Reviewed on 2023/02/18
Pros
salesforce software is very good to record the details and to check the activities as well
Cons
sometimes in between it gets slow while using ,but sometimes
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
a CRM must-have
Reviewed on 2023/01/10
Salesforce is great because you can work to keep track of real-time user and purchase analytics,...
Salesforce is great because you can work to keep track of real-time user and purchase analytics, customer support, customer complaints, and a variety of other CRM functions with the ease of storage and access in the cloud.
Pros
Salesforce makes it easy for companies to maintain an ongoing relationship with customers, prospects, or partners and to collect and monitor their data.
Cons
Quality of the price list is not for everyone.it's expensive
Alternatives Considered
Microsoft Power BISwitched From
QuickBooks Desktop- Industry: Insurance
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Salesforce Is Essential
Reviewed on 2022/08/11
Pros
Salesforce Essentials is easy to use & user friendly. Our team has really enjoyed the ability to search/filter our leads.
Cons
Salesforce customer service can be hard to reach & get direct answers from.
- Industry: Information Technology & Services
- Company size: 201–500 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Salesforce Feedback
Reviewed on 2023/01/01
Salesforce is one of the leading software tool that is easy to use
Salesforce is one of the leading software tool that is easy to use
Pros
Everything needed for taking calls are here
Cons
Salesforce has no flaw for me as it is easy to navigate
- Industry: Staffing & Recruiting
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Not the easiest to navigate
Reviewed on 2022/12/30
Able to capture all contact and sales activity information.
Able to capture all contact and sales activity information.
Pros
Lots of features and ability to store information!
Cons
Too many places to look, not super easy to navigate.
- Industry: Telecommunications
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Great for simple helpdesk cases but not intended to be feature rich or robust.
Reviewed on 2018/02/27
It's allowed us to have a basic helpdesk tool that integrates with Salesforce.
It's allowed us to have a basic helpdesk tool that integrates with Salesforce.
Pros
As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.
Cons
Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.
- Industry: Internet
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great for Support
Reviewed on 2019/02/05
I found this software very useful to our support team. It also integrated well with the regular...
I found this software very useful to our support team. It also integrated well with the regular Salesforce.
Pros
We use desk.com for all support interactions. It was priceless for the support team to be able to route support requests to support members, and keep track of all interactions for each client to spot issues with our support team, or issues with the client being too much of a drain on our support resources. The statistics are neat too. We had some healthy competition with some of the support stats (how many emails, calls taken, etc.) Being able to see how many positive rated interactions was the ultimate statistic to have. Their API is essential to integrating notes and other issues into 3rd party solutions.
Cons
This had a learning curve. They were also going through completely switching the UI at the time, so having a beta was nice, but some features were only available in the classic interface. The new one is much better and pleasing to the eyes.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Used to track employees, investors and potential investors
Reviewed on 2022/07/15
Fantastic but expensive.
Fantastic but expensive.
Pros
I loved the thoroughness of Salesforce. It's by far the best CRM tool I've used. Everything that I want to do on it, I can.
Cons
It is EXPENSIVE! I love this software so much, but I had to cancel my subscription since it was too expensive for my budget.
Alternatives Considered
RipplingReasons for Choosing Salesforce Starter
More features and more intuitive.Switched From
Microsoft ExcelReasons for Switching to Salesforce Starter
Brand.- Industry: Chemicals
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Jim Salesforce Review
Reviewed on 2021/04/05
Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward...
Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.
Pros
Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.
Cons
Too many unused fields that muddy up the screen and info can get lost in all the blank fields.
- Industry: Consumer Goods
- Company size: 201–500 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Best Database for Sales Funnel Management
Reviewed on 2021/06/07
We use Salesforce in order to keep track of all leads, opportunites, converted clients at all steps...
We use Salesforce in order to keep track of all leads, opportunites, converted clients at all steps of the sales funnel and store all contact information. If you want to reconnect with a lead that dried up 6 months ago, you have all the information and can do that as well as see where things were last left off with them. It is the ultimate sales database.
Pros
Salesforce is great for keeping track of leads, opportunities, tasks, contacts, and more. It is the best way to keep track of info, documents, phone calls, etc for these people/businesses at any stage of the sales funnel. Due to its detailed nature, it makes it easy to categorize these things and also create weekly reports for updates. I am looking forward to taking some of the free Salesforce courses just so I can take advantage of some of the functions that I still don't even know how to use for their full benefits.
Cons
Salesforce can be overwhelming when first starting to use it. There is a lot of information everywhere and the pages feel very "busy" when you aren't sure where to find something. The more you use Salesforce, the easier this gets, but for new users there can be a learning period.
- Industry: Research
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Sales and Automation Software
Reviewed on 2021/05/31
Our experience using salesforce has been great. We primarily utilise it for invoicing and report...
Our experience using salesforce has been great. We primarily utilise it for invoicing and report generation of the overall view of the business. We also utilise it for our internal communications.
Pros
I like the interactive UI that makes access to varying tools and functionalities easy. I also like the mobile experience and the ability to integrate the software with third-party softwares. I also like the reporting tools that enhance prompt communication.
Cons
Salesforce can be very heavy when handling multiple pages which often leads to lags. There are additional issues that occur in customisation and merging of pages.
- Industry: Business Supplies & Equipment
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Latest innovation in CRM
Reviewed on 2019/04/22
Pros
Everything is contained in one spot. I have the ability to manage my pipeline, create my calendar and add new contacts.
Cons
Not all the same functions exist on the ap that exist on the desk top feature. Also, you cannot run excel reports out of Salesforce
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Great helpdesk and customer communication option
Reviewed on 2018/03/13
Pros
Way better option for customer support than just a basic email account. Really nice options for setting up a support site
Cons
Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom
- Industry: Real Estate
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Reduce your dependency on spreadsheets
Reviewed on 2021/03/31
We require a CRM solution to track our customer data and enable sales intelligence. This tool does...
We require a CRM solution to track our customer data and enable sales intelligence. This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.
Pros
There is a reason why this is the number 1 CRM solution in the world. It provides a unified view of your sales details and is mapped with the CRM for quick updates and reports.
Cons
Role Hierarchy & Permission sets are difficult to understand and multiple roles assigning can be difficult.