Flexible development platform on the cloud
The Product is very powerful. It provides flexibility to build almost any kind of applications. Business users can build useful apps without taking help from developers. Extensive set of resources are available to build expertise on the platform. Also customers/partners are always available to answer to queries.
Force.com platform (Lightning) is very powerful development platform on the browser. It can be used to build applications for any industry. The pricing is on per user per month basis.
Many tools like Validation rules, Workflows, process builder are available for business users. These tools allow business users to build apps on the platform with fairly complex logic. For additional functionality, developers are needed. Developers can build more advanced features using Apex, Visualforce and Lightning Communities.
Trailhead and developer account are free resources available to build expertise on the product.
Excellent community of customers/partners is available to support queries.
Like any complex software there is a steep learning curve. Hiring developers in the US on the platform can be expensive. The license pricing may also be expensive for small businesses.
Everything in one place
Before lightning, we had 2 software, one for chat and email, another one where we create the cases and logs, now everything is in one place.
Email, chat and logs platform in one place, you can chat with your customer, sent emails and reply, attach files in the logs (cases), this software have embedded the ScreenMeet software and works great, you can have remote connection.
In the start some bugs and errors, they were fixed couple months after.
Chat: no timer added yet, you don't know how long is the current chat.
If you have 2 chats, they are open in 2 tabs, if one customer close the chat, you don't know it until open the tab, should be great if there is an alarm or sound.
Powerful Once You Learn How to Use It (But Expensive)
Salesforce is the backbone of our company. It is tied into everything and used by every team. It is incredibly customizable and it seems they have a way to do almost anything you need. We use it for Sales, Support, Marketing, and product feature usage. We have it hooked into other apps and other saas products. This is the product that will scale with your business and can support a company at any stage of growth. There are a ton of integrations out of the box (on their salesforce exchange) and their APIs allow savvy developers to build custom integrations that aren't available.
When the company initially implemented it, they tried to "wing it" and it was a complete mess. You really need someone who knows what they are doing to setup, administer, and maintain the software. It is also expensive. We got grandfathered into some great pricing, but if we weren't, we're not sure we would be able to continue to use SFDC as we grow. SFDC also loves to gobble up other apps and brand them with the SFDC name. So they have become a jack of all trades - however, some of the things you can't do are surprising (just go check out their community page for all of the list of enhancements that haven't been implemented). For example, we use cases for our help desk, but there is a lot of functionality missing compared to a best in breed help desk software like ZenDesk. Support is terrible here by the way. They really push you toward self-service or community based service. You're lucky if you ever get a response.
Fantastic for large organisations but expensive
Great but too expensive for what we require. We've decided we'll be moving to an alternative supplier once our contract expires.
It's great how robust the system is. It really helped us implement better support and sales processes within the business
Setup is extremely difficult, which is why they recommend you use a third party partner which is extremely expensive.
Was not used to it at first, now I would not go back.
great way to navigate information. Account/Opportunity views are so much easier to view and edit. This was definitely a step in the right direction with the platform.
Lightning view took Salesforce to a whole other Level. It is cleaner and sharper and over all a better easier way to navigate through the platform.
At first it was really hard to use because I was not used to it. I had been using the classic view for so long that this just didn't fit the way I worked. Once I was forced to use lighting and got used to it. I don't know why I was punishing myself using the other view
Lightning takes Salesforce to the next level
I'm able to be so much more efficient with the switch to lightning. The tab functionality and the layout of the pages make it so much more user friendly.
While the initial switch from classic was a little rough from a users standpoint, now I couldn't go back to use classic. It is so much more intuitive and is a nice and sleek experience.
It was an adjustment during the initial switch from classic and it took a little while for the entire Sales team to feel comfortable in using lightning regularly.
Feature Rich with Clunky, Dated Interface
I've been using SalesForce for 5+ years now and while feature full, it's confusing to navigate with far more clicks than necessary. The interface has not changed at all in all the years I've been using it which makes me feel like they really just don't care to make the system better.
You can add your own custom fields and organize them how you want.
Difficult to find the proper path from lead to opportunity to account. Contacts can be saved on accounts, but aren't automatically applied to opportunities forcing me several clicks to simply add a new person first to the account and then back to the opportunity to see the contact. Changes to your payment plan to reduce accounts are very difficult forcing you to request changes 3 months in advance for them to take effect. However, they have no problem increasing the plan same-day when we need to add new accounts.
Great CRM if you know how to use it
As a CRM salesforce allows us to track our pipeline and report it to management and the board. For me personally, as I work in marketing it allows me to see leads that we captured through our forms and where these leads come from. From there inbound leads can be assigned to sales managers.
If you are a small company that does not need too many features etc, one of the smaller vendors in the marketplace is recommendable too.
Salesforce is the go-to CRM and market leader for a reason: solid lead and pipeline management. I like the integration with outlook and the depth of reporting features.
It takes some time to learn how to use it. Also the settings around standard lead fields and different lead views are confusing to me.
Crystal clear UI
Overall, lightening provides a very good experience. The clear sections and adaptability of the platform is really amazing. Its hopeful that its shortcomings will be taken care of in the near-future releases. Salesforce has proven its robust nature over the past decade.
It has been an amazing experience using the lightning Platform. A crystal clear UI has ultimately resulted into a very satisfied user experience. It even provides end users the option to edit page layout as per their preference and needs.
Certain features are still not available in the lightning version of salesforce. History tracking for transactions is still not an easy feature.
Great Product, Questionable Updates and Prioritization of Features
Ohana. Get used to it.
"Accidental Admin" is a concept that Salesforce uses to emphasize how anyone can pick up and learn to configure Salesforce as an admin. The configuration style (clicks, not code) leads to a low skill floor needed to start using Salesforce. Advanced users, developers, etc. have the flexibility to customize the system to a high degree as well.
The neglect. Salesforce regularly neglects key pieces of core CRM functionality, some for more than 10 years, while either ignoring the cries for help by its userbase, or promising to fix it - only to let 10 years go by with no update. Just browse around on the success.salesforce.com Idea Exchange and you'll see what I mean. I get that Salesforce puts emphasis on the fact that the system is highly configurable by a dedicated developer, but when key features and functionality are either half-implemented or abandoned altogether in favor of more money-making initiatives (like their half-baked AI platform), it gets to be extremely concerning and offputting. Sometimes they combine the two and continue to sell a half-baked product, which has already been abandoned and they KNOW it.
Want an example? Try to find any documentation on Salesforce Inbox. At my company, we have been fighting with Salesforce support for MONTHS trying to get any semblance of an answer about how we can use Inbox or where we can find documentation, or if we can even pay a professional services team to help us. Finally after months, they have made it clear that Salesforce Inbox is abandonware. Yet they are still promoting and selling it. That is shady and corrupt.
Salesforce Review by a Sys Admin and Developer
I enjoy working on the platform because you can really make it do what you want it to do with the right plug-in apps or with a decent developer on staff who can add customizations with the back-end functionality to go along with them. Salesforce is continually evolving, and new releases come out three times per year with new and improved features. Salesforce can be used for nearly any business model or business workflow. Just remember that when all is said and done, it is not a cheap solution for getting rid of that old, relational database legacy CRM system. You will ultimately end up paying for more than just licensing fees for your Salesforce users.
The best thing about the force.com platform is that it's flexible. It comes with a set of standard objects such as Accounts, Contacts, Cases, Contracts, Orders, and many others. It is very easy to add new objects that can be tailored for your business use case. Originally designed mainly as a Sales tool, Salesforce now has a Service Cloud, Marketing Cloud, Analytics, and other modules that can be added on easily to provide a full enterprise infrastructure. Adding automation to user tasks via workflow rules and process builder can be done without coding. Adding triggers via Apex Code is also fairly easy for developers, since Apex is an easy language to learn.
Out of the box, Salesforce is not a very efficient tool. To prevent users from having to manually enter every piece of data to sync up objects, customization of some sort is really required. Some types of data syncing or data entry can be done with declarative tools such as workflow rules or process builder. Other things that require more complicated logic do require trigger code written by someone who understands development. The platform comes with built-in limitations on file storage, data storage, number of fields you can have on an object, number of lines of custom code you can add to the platform, and quite a few others. Platform limits of certain types can be increased, but you will definitely pay for the privilege. If you want more automated or customized functionality and don't have a developer on staff, you will have to relay on plug-in products from the Salesforce App Exchange to provide the functionality you are looking for. While some of these products are free, many of them aren't and have licensing fees per user. The cost of paying for Salesforce licenses along with licenses for one or more plug-in apps can get quite spendy.
Good But Could Be Better
This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc.
The search feature is good, it pulls everything associated with what you are looking for.
Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not.
Certain aspects of the program convert back to the original Salesforce Classic look
Excellent Platform, Robust, but Complex
There's a saying that "nobody ever got fired for picking Salesforce" for a reason. It's an excellent, safe choice.
Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable.
It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house.
A Work in Progress with a Great Future
Overall it has been very good and allowed our company to solve complex, repetitive problems without having to enter a separate Visualforce page with an entire development lifecycle behind it. The component-based architecture helps my development time by reducing the overhead required for any remotely complex requirement from users.
The component-based development, instead of Classic's page-based ideals, are a breath of fresh air and a sign that Salesforce is looking forward to the future. Having the ease of creating a component and being able to reuse it everywhere in your environment is a great feeling.
The components all follow the same style (if done correctly) and don't affect the loading speeds of each individual page, it just works.
The Lightning experience is definitely not complete, which is understandable as it is a work in progress, but the worst of all is the *initial* loading time. Just after logging in, the wait time is considerably higher than Classic's and is very annoying to sit around while it loads with the latest update's mascot watching your frustration.
Lightning Experience is the gift that keeps on giving
Salesforce Lightning Experience is replacing Microsoft CRM for our organization and in the short time we have had it has already given us a much better user experience with improved data and data flow.
We previously used Microsoft CRM and recently implemented Salesforce Lightning Experience. The features and support community we have found within Salesforce have been incredible and continually impressive. CRM was able to get us through the early stages of our business, but Salesforce Lightning Experience will make the difference across each of our growing teams as we continue in the growth phase of our organization. I love that any question I have about Salesforce has likely already been asked and answered by either a Salesforce expert, or a member of the Salesforce user community.
With the vastness of customizable features within the application, it can be a confusing transition to Salesforce. There is a large amount of information and training materials that are made available online, but that isn't always enough.
Salesforce is the right tool for most organizations that are sales and marketing driven
Salesforce is a great platform for those who have time and resources to make it work.
Customization and a broad feature set make Salesforce a real asset for our business. We have been able to integrate many other essential products, write custom code, build workflows, customize fields and objects and do pretty much everything that we have wanted to do.
The main con of Salesforce is that, for a company with "sales" in the name, they do very little to help you with actual sales practices out of the box. They don't have great sales funnel, marketing or other templates. Of course, all of this is definitely possible, but it requires previous experience and iteration upon iteration to get it right.
Excellent system for a wide range of functions, but pricey
Ability to handle the sales process, marketing, and support of complex products. We also created a knowledge base which allows agents access to the most up to date details on the products.
Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe.
The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful!
Outstanding cloud-based platform for Custom application development and prepackaged CRM functionality for all types of business needs
No hardware purchase cost and no hardware maintenance cost, big plus
Very easy to use and learn for business user and developers
Pre-packaged components and widgets speedup the development effort and timelines.
Minimal coding for application development
Effective cloud platform for small and large enterprise
End to end life-cycle management from website(site.com) to data management
Very good documentation for user and developers.
Awesome effort from Salesforce team by conducting webinar on new features and components
Nothing to complain as Salesforce improved lot with the new releases, however search results are still clumsy.
Great platform for managing your business and a fantastic UI upgrade from Classic
Lightning is definitely the future of Salesforce and the vast majority of their new features and resources seem to be going towards Lightning. If you have not yet made the switch from Classic to Lightning, I would recommend doing it soon. And if you are getting into Salesforce for the first time, start with Lightning so you don't have to switch later.
A lot more user friendly and a much better UI than Salesforce Classic. It came out with a lot less features than classic, but in the past few months and years they have dedicated a lot of resources to improving Lightning to not only compare to Classic, but I think it now has even more features.
There is a learning curve to getting Lightning up and running. I would definitely recommend spending some time in the SF trailheads to get the ins and outs of Lightning before you switch from classic or sign up to start.
For nonprofits - powerful, but complicated
Even though it is free for nonprofits, you should expect in start-up costs, realistically. Take advantage of the free apps and extensions, as well as the robust support network, but be aware that you will have to learn the language and back end of salesforce to truly customize it. For that, it might be best to use a developer to start.
Salesforce is a very powerful CRM system that can handle almost anything and with hundreds of apps to add functionality, you can find pre-built solutions to most business processes. For nonprofits, the nonprofit success pack is a great starter kit and you can't beat the price - free for up to 10 users.
Because of the plethora of features, it can be hard to navigate and figure things out without help. I wouldn't recommend someone not comfortable with technology and CRMs to think they can set it up themselves with no assistance.
Salesforce requires investment
I’m a big fan of Salesforce and have used it for about 6 years in a variety of roles. If you are willing to make the investments in customization it can be a business expansion tool.
Salesforce is enormously powerful and flexible, able to adapt to most any businesses type or stage.
You must have a Salesforce Certified developer to get the most out of the platform - that means code development, testing and documentation. This skill set comes at a price and up for enterprise level development resources. We built a customized version of Opportunities with a developer. Leadership was not well equipped to understand this approach (versus a subscription app).
Powerful product if you know how to use it.
Overall the system is great, and helps us a lot with productivity and sales. But you'll need to know their language and structure for setting up anything customized to your organization, and you should hope you don't need help from their support team, as the team is generally useless. We've had billing issues last 6+ months, dealt with customer service reps who knew less than we did, and had our account manager change every 2 months or so because the turnover is so high.
Lots of features, easy to use once it is set up, plenty of options for add-ons and integrations with other systems
Additional features can be pricey, customer service is terrible, they'll charge you for everything additional
Probably the World's Most Powerful Sales CRM
Probably best as a long-term solutions for already-big companies or companies that plan on growing.
It's hard to think of what Salesforce can't do. I honestly can do, or can be made to do, virtually anything you can think of to enable a sales department. I see a future where there is only Salesforce in its vertical.
Because of its robust functionality, there can be quite a learning curve for inexperienced admins. The average user, though, won't have a problem. But even as an admin, learning its bells and whistles just takes a little time and is completely worth it.
Lightning Platform for Software Developers
I have found this software to be fun to work with. It takes a different approach than anything else that I've worked with previously, so it keeps you engaged and entertained. I would highly recommend learning this software to other developers wanting to work with enterprise customers.
Lots of resources to help you get started with this platform. All of the prebuilt components are documented well in the Salesforce documentation, and it is extremely easy to get started with developing. Trailhead is extremely helpful in introducing the concepts that are important to developing for the Lightning Platform, so it is not hard to know where to go next in your learning journey. The other benefit is that it is extremely popular and there is a lack of qualified developers, so the barrier to entry through learning about the Lightning Platform is lower than it is with other technologies.
There is a relatively steep learning curve because it is VERY opinionated. In addition to learning the Lightning framework, there are many other pieces that you will be required to learn. Apex and SLDS are two examples of that. You won't be proficient in Lightning Platform development unless you have all of the pieces.