Salesforce CRM

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What is Salesforce CRM?

"Salesforce is an all-in-one CRM, lead generation and success monitoring platform - allowing you to acquire and maintain satisfied and happy customers."

Salesforce is the Customer Success Platform. Our social and mobile cloud technologies - including our flagship sales and CRM applications - help companies connect with customers, partners, and employees in entirely new ways.


Salesforce CRM scored 87/100 in the CRM category. This is based on user satisfaction (81/100), press buzz (69/100), and other relevant information on Salesforce CRM gathered from around the web.

The score for this software has improved over the past month. What is this?


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Salesforce CRM Review

Editors' Review by the CRM Software Review Team

An Overview of Salesforce—One of the Most Trusted CRM Software Solutions in the Market

What Is Salesforce?

Salesforce is an advanced CRM software solution designed for small- to medium-sized businesses and large enterprises across a wide range of industries. It is a platform which businesses can utilize in order to deliver excellent customer service, elevate user-experience, improve marketing and sales efficiencies and collect crucial business data.

The Salesforce brand is well known around the world and is an award-winning solution trusted by a number of organizations and enterprises worldwide. Salesforce is a suite comprised of a variety of software solutions, all designed to address different aspects of business processes and operations, from marketing and sales to customer support and analytics.

How does Salesforce work?

Salesforce is a cloud-based, all-in-one CRM software solution for businesses of all sizes and in all industries. It is a feature-rich CRM suite that does more than provide a customer relationship management solution.

With this platform, businesses and organizations can take advantage of a wide array of features and capabilities Salesforce has in store, with select packages designed to fit the needs and requirements of every type of business of every size, scope and financial resource.

As a CRM solution, Salesforce facilitates the monitoring process of all customer information and interactions from a single location, allowing for convenience and efficiency, especially when following and tracking down leads are your primary focus.

Salesforce CRM comes with a number of well-designed programs, including Lead Management, Marketing Automation, Partner Management and Sales Data, all of which are crucial when it comes to following leads and nursing them until the time comes when they’re ready for conversion.

What kind of solutions are available with Salesforce?

As mentioned, Salesforce is an all-in-one cloud-based software solution that comes with a number of products and features designed to effectively deal with various aspects of your business. Salesforce offers solutions associated with sales, service, marketing, commerce, analytics, platform and apps, community and so on.

Sales solutions

With Sales Cloud, SalesforceIQ and Salesforce Quote-to-Cash, you can empower your sales teams and allow them to easily convert leads, close more deals, increase output, keep the pipeline brimming with hot leads and be more efficient in completing assigned tasks.

Sales Cloud enables users to manage contacts and find openings from any computer or mobile device. SalesforceIQ provides smarter more advanced email marketing solutions, while Salesforce Quote-to-Cash allows your sales team to provide accurate quotes, better contracts and proposals. The latter also helps to automate the billing process, subscriptions and profit recognition.

Service solutions

The service solutions offered by Salesforce allow businesses and organizations of all sizes to improve their customer support, from self-service doorways to helpdesks. The tools and programs available are designed to be more responsive, intuitive and flexible. Solutions like Service Cloud and Desk.com provide your customer support staff everything they need to anticipate your customers’ wants.

Service Cloud gives your customers a much faster and smarter platform where they can get the help they need and deserve. Desk.com is Salesforce’s comprehensive customer support software that provides small businesses the help they need to deliver quicker and more personalized service to their own customers.

Marketing solutions

With Salesforce’s various marketing solutions, businesses and marketers can optimize and utilize every customer interaction. Users can build personalized, cross-channel customer relationships that focus on top-notch user-experience regardless of the online communication medium used.

As part of Salesforce’s marketing solutions, Marketing Cloud provides businesses the opportunity to build 1-to-1 customer journeys with one of the most robust and highly efficient digital marketing platform available today. Pardot is the marketing solution that helps accelerate your queue and ramp up sales with business-to-business (B2B) marketing automation.

Commerce solutions

Salesforce also offers commerce solutions that allow you to deliver exceptional shopping experience for your customers, across the web, social media and so on. With software solutions like Commerce Cloud Digital and Commerce Cloud Store, small businesses and enterprises can improve everything from shopping to satisfaction to customer service with built-in predictive intelligence.

Commerce Cloud Digital allows you to engage consumers on all digital platforms with personalized and innovative commerce solution for promotions, marketing, merchandising and more.

Commerce Cloud Store helps to bring new life into your retail business with a comprehensive, mobile-first solution for point-of-sale (POS) and other retail business processes. With in-store, AI-driven solutions, you are able to deliver a better customer experience and personalized product recommendations.

Platform and apps solutions

Nowadays, apps are important tools for businesses and organizations regardless of the industry you’re in. Consumers today rely on apps to gather information about businesses, place orders, make reservations, compare products and basically shop online. Basically, your business app is where your customer-base meets your brand.

The app is where customers connect with your company and with each other, where personnel interact with each other and where certain business processes are made more efficient and mobilized across your organization.

Salesforce is the perfect all-in-one software solution that allows you to develop, run, manage and optimize your business apps using technology and tools seldom found in other out-of-the-box software solutions. Salesforce Platform, Force.com and Heroku Enterprise are among the solutions offered by Salesforce that allow you to build, manage and optimize your business apps.

Analytics solutions

With Salesforce’s different tools for data analysis, you can transform the way your organization gathers, analyzes and disseminates vital customer information. The platform allows you to streamline data collection, analysis and distribution processes by combining datasets from multiple sources into one cohesive interface.

Salesforce’s analytics solutions allows team leaders, managers and decision makers to view crucial information from a single location, get answers quicker and take more immediate actions. There are three analytics solutions available: Einstein Analytics, Sales Analytics and Service Analytics.

Einstein Analytics allows any team member, personnel or individual to gather data and find new opportunities with a self-service platform. Sales Analytics delivers customizable sales insights to any computer or mobile device at any time, while Service Analytics helps you to properly monitor and keep track of your service team’s performance.

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Why choose Salesforce? The benefits of Salesforce CRM software solution

Choosing Salesforce as your primary CRM software solution entails a few key benefits in addition to the obvious advantage of being able to effectively manage customer relationships. Here are a few benefits you may experience when using Salesforce all-in-one CRM solution:

It can help improve productivity and efficiency.

With the different features and capabilities available, such as the mobile apps for Android and iOS, the productivity and efficiency of your sales and marketing teams can greatly improve. Mobile applications mean you can take most of the main functions of the software with you everywhere you go. Whether you’re at home, on the field or out of town, you can still work on leads and opportunities in real-time.

The Visual Workflow allows users to perform business processes using a simple drag-and-drop mechanism. It is fast and much more practical, not to mention it doesn’t require for the user to be tech-savvy or have extensive knowledge in programming. Moreover, the solution also has functions that allow you to share and sync data in real time, thus allowing for a more productive and efficient communication between team members.

It allows teams and marketers to close more deals.

With Salesforce’s Opportunity Management function, you can get valuable insights on prospects and opportunities just waiting to be approached. The solution allows you to get a comprehensive view of the customer, including their activity history, social mentions and discussions and communications. It also allows you to track deals and look for competitive information via the Sales Collaboration module.

Another major component of Salesforce CRM is the Sales Performance Management feature, which lets users set metrics-based objectives and reward winning performances of your sales reps to cultivate healthy competition among team members.

It helps to spot and gather more leads.

By using Salesforce and its marketing and sales solutions, you are able to track leads more efficiently, create marketing campaigns aimed at your target audience and automate business processes in order to generate quality leads.

With software like Lead Management, Marketing Automation, Partner Management and Sales Data, you can empower your sales and marketing team by giving them the tools they need to systematically create a robust pipeline from spotting and gathering leads to actual conversion.

It provides valuable and actionable insights.

Get reports and insights of your sales team’s performance and conversion rates in real-time. A real-time view of sales personnel performance can help decision-makers and team leaders to create a more accurate and adaptive weekly forecasts.

Take advantage of real-time reports and dashboards to collect valuable and actionable information for a more detailed analysis and reporting. Manage teams and departments with the appropriate model to set peripherals and customer volume in order to maintain good workflow and balanced assignments among your sales reps.

It is easy to use and has a short learning curve.

Most, if not all, companies that provide CRM software solutions claim their product is practical and easy to use. But that isn’t always the case with most products. With Salesforce, however, you will find most of the tools and applications that come with the platform are indeed quite comprehensive but they’re not that difficult to understand.

Salesforce CRM and its many features and services are designed not just for business process efficiency and productivity, but for ease of use as well. You will find the software solution has a neat, well-designed interface that’s easy to comprehend. It really doesn’t require that much of a learning curve.

All the key features and functions of the platform are displayed clearly, allowing for easy navigation and seamless operation. You don’t have to be tech-savvy or an expert in coding and programming languages to effectively operate Salesforce and all of its functions. Once the software solution is implemented, your sales team and marketing personnel will be able to utilize the platform right off the bat. No extensive and costly training required.

How much does Salesforce CRM cost?

Salesforce offers a variety of packages and pricing plans to accommodate your business needs. Every solution and product they offer comes with different pricing plans. You simply have to choose the right package to suit your company’s needs and requirements.

Sales Cloud, Sales + Service, Service Cloud, Marketing Cloud, Salesforce Platform, Community Cloud, Wave Analytics, Health Cloud, SalesforceIQ, Salesforce Quote-to-Cash, Pardot and Desk.com—all these services have different pricing that you need to carefully assess to figure out which of the products you might find useful based on your company’s needs.

You may visit the Salesforce official website here to get more information on their pricing plans and subscription packages. You may also contact their sales team directly for details on custom pricing and subscriptions. The contact information is available at the website.

Is Salesforce worth the investment?

Salesforce is a comprehensive advanced CRM solution that can do much more than what you normally expect from a standard customer relationship management service. It is an all-in-one platform that offers a wide array of features and capabilities designed to fit the needs of small- to medium-sized business and large organizations.

So if you’re asking if Salesforce is a worthy investment, the answer is a resounding yes. What you need to do is to carefully assess your company’s sales, marketing and CRM needs and check out the solutions Salesforce has to offer. There’s a good chance you will find a solution that you didn’t even know your company actually needs.

If you’re willing and capable of paying top dollar for a comprehensive CRM platform and exceptional service, Salesforce can provide robust, well-designed, highly customizable and effective CRM solutions that are trusted and relied upon by a number of businesses and organizations all around the world. If you’re still not convinced, you can always choose to avail of the free trial offered by the provider.

  • Salesforce CRM

Salesforce CRM Product Overview

  • Find more high-quality leads, more quickly, and grow your pipeline.

  • Sales force automation allows you to streamline your sales processes so you can spend more time selling.

  • Model your business in Salesforce and make smarter decisions with powerful analytics.


Languages: English

Salesforce CRM Features

  • 2-Factor Authentication
  • A/B Testing
  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Payroll
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Call Recording
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Sales Automation

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Salesforce CRM User Reviews

Average User Rating:
4.06/5 based on 42 user ratings.
Your Rating:
User profile picture

My own experience with Salesforce. This is best CRM application


What do you like about Salesforce CRM?

As a CRM platform, it's everything you could ask for. Also, its AppStore is top notch. From a functionality perspective, you cannot go wrong with Salesforce. Also, as one of the biggest and most widespread platforms, there are plenty of Salesforce resources out there, so there is no shortage of help available should you need it. If you are a small non-profit particularly, Salesforce can be an incredible resource as your first 10 licenses are free.

What do you dislike about Salesforce CRM?

Its price is high.Sometimes they are not that helpful, and they are not that trained enough in resolving each person's concern.

What have you been using it for and what problems did Salesforce CRM solve?

In our company we had a chat platform in that we integrated salesforce. It provides APIs for integration. This is best CRM Support i have ever used.


Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
5/5
User profile picture

Powerful platform with exceptional features


What do you like about Salesforce CRM?

We like it because it is a platform with powerful resources since it allows you to track your clients / clients / members / potential customers and see the arc of their interaction with your organization. If you also use something like Pardot to manage emails and forms online, it will give you a complete lifeline for the person and how they have interacted with you. It allows you to create a journey and an experience based on your interactions with you and do a quick follow-up when someone shows signs of life.

What do you dislike about Salesforce CRM?

Really only one aspect can change a lot, but doing it is a difficult task, and you need to know the terminology of the sales force to be able to do it. In addition, you can change a lot, although often these are "adjustments" and you feel that you really can not enter at the end to change things in a more logical way.

What have you been using it for and what problems did Salesforce CRM solve?

One of the factors that integrates Salesforce is that it has helped us is that we can see all our upcoming tasks very easily and schedule the next tasks to be done automatically, also revolutionizes and automates our sales process, which in turn helps the Sales team to sell. More and to yield to higher levels.


Usefulness
5/5
Ease of use
5/5
Value for money
4/5
Customer service
5/5
User profile picture

Gets the job done, but can be frustrating to work with....


What do you like about Salesforce CRM?

Mostly used this when I worked at a call center based company, but occasionally use it now, when I am asked to handle customer support .

What do you dislike about Salesforce CRM?

I dislike the way it will freeze, then randomly crash, shutting the whole entire program down when I am on the phone with a customer, This happened all too many times to count. When you try to reach customer service to complain, it takes way too long to get through. If they can fix this, it would not be half bad.

What have you been using it for and what problems did Salesforce CRM solve?

When it works, I mainly used it to record customer information on service desk related calls. It is also customizable, which was very helpful to our company as a whole.


Usefulness
4/5
Ease of use
4/5
Value for money
3/5
Customer service
3/5
User profile picture

Management of relations with the client.


What do you like about Salesforce CRM?

About Salesforce this great platform allows a better management and relations with my clients since it allows me to interact with clients, including marketing, sales, commerce, among others.
This tool makes it easier and more practical to sell to the customer because it allows us to increase the productivity of sales and revenues, obtain a complete record of each interaction with each client.
  In addition, it allows us to automate redundant tasks and administrative work, which makes the work easier and in less time.
Among others it offers very varied plans that adapt to the need of each user at affordable prices.

What do you dislike about Salesforce CRM?

One of the disadvantages of Salesforce is the complexity of its platform. This is advantageous and positive for some users but for others it can be a nightmare.
This platform is usually very complex for those micro companies that do not really need such a complex software solution. This situation is generally present in small and medium enterprises in which they do not have an employee who can dedicate exclusively to this great platform.


Usefulness
5/5
Ease of use
5/5
Value for money
4/5
Customer service
4/5
User profile picture

Great for Routing & Approval Flow Management

// Senior Manager - Supply Chain at PepsiCo

What do you like about Salesforce CRM?

Salesforce is a fairly robust software with many different modules and functionality. One of the major pluses about the software is its ease of use and ability to customize users for approval and routing flows. This flexibility allows organizations to adapt the platform to their own unique business needs and routing flow requirements. In my organization, Salesforce has been used extensively in operations when it comes to managing approvals by key functional stakeholders when it comes to Raw Material & Finished Good Destructions, Approvals for Air Freight Shipments, and Approvals for Markdown & Discounting Incentives. Using a proper system to track these routings really helps to hold parties accountable for the financial impact of decisions that are made.

What do you dislike about Salesforce CRM?

While great for routing and approvals, Salesforce does have a highly secure interface which is great in theory, but an inconvenience in practice. When users do not use the platform on a regular basis, their access gets removed. This proves to be an incredible experience as users have to routinely open IT tickets to have their accesses reinstated in order to route critical requests for approvals.

What have you been using it for and what problems did Salesforce CRM solve?

Salesforce has helped to solve business needs surrounding the need for an ability to track approval authorizations for key financial decision making. It also has helped my organization to hold departments accountable for requested processes and discounting.


Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
4/5
User profile picture

Salesforce is massive report tool

// Sap Basis Consultant at Gauri Ltd

What do you like about Salesforce CRM?

We are a most interesting tool for reporting design, customizing and administration of the tool which we need to configure in Hana DB integration as well to replicate data. Most of the calls from the salesforce which will decrease the performance compare to BI load.

What do you dislike about Salesforce CRM?

This is too expensive for small business to use if they do benefit from the software as a service, which means a less attractive CRM solution is looked at instead.


Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
5/5
User profile picture

Robust solution for sales portfolio

// Manager - Industry X.0 at Accenture

What do you like about Salesforce CRM?

Centralized and integrated view of sales portfolio and lifecycle management
Custom-built workflows with customize fields and dashboards for reporting and KPIs management
Several tools for sales strategy such as power maps and stakeholder management

What do you dislike about Salesforce CRM?

The user interface is not much user-friendly. I have seen other solutions more design orientated than Salesforce. Anyway, it is a very powerful tool.

What have you been using it for and what problems did Salesforce CRM solve?

Salesforce is a powerful tool aiming on Sales Management.
I use it to control new opportunities and manage the entire lkifecycle of information and approvals
The solution has a customized built-in workflow which we can configurate according to the processes and scenarios we have


Usefulness
5/5
Ease of use
3/5
Value for money
4/5
Customer service
4/5
User profile picture

A great CRM to use

// Web Developer at IndiaNIC Infotech Limited

What do you like about Salesforce CRM?

We comed to Salesforce CRM 2 years earlier and it was the very best relocation. While it is not best it is definitely much better than our previous system and considering that it is web base Performance is much quicker and increases performance. It can be glichy sometimes however access on the go with out needing to take out my laptop computer keep this account supervisor on the relocation. Proposition tool and chance funnel permits me to keep an eye on my customers much better.

What do you dislike about Salesforce CRM?

Mobile app not constantly reputable. I can not access orders/contracts. screens do not scroll left or making it difficult to gain access to particular edit locations on order screens. Need to attempt several times to obtain accounts to open.

What have you been using it for and what problems did Salesforce CRM solve?

Performance is much better as a CRM for our either system.


Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
5/5
User profile picture

SOLID CRM, plus a slew of add on products make business alot easier

// Development Director at SherpaSocial

What do you like about Salesforce CRM?

Sharing information within the organization about prospects, leads, current customers and helping keep our sales staff on track while reporting to executive team their progress.

What do you dislike about Salesforce CRM?

Costs for it keep escalating and the complexity keeps increasing. We recently switched to Lightning and its like we have to start all over again.


Usefulness
4/5
Ease of use
3/5
Value for money
2/5
Customer service
5/5
User profile picture

Good featured-stack CRM but a bit complex for an SMB

// Chief Operating Officer at fareway Internet Solution

What do you like about Salesforce CRM?

Its immense features which is almost everything an enterprise needs for its sales management across any vertical.

What do you dislike about Salesforce CRM?

Its user interface and because of some features which is not required by a typical small organisation, it effects the adoption rate among sales folks

What have you been using it for and what problems did Salesforce CRM solve?

I have been using it to understand CRM fit for my company and its adoption likeliness among sales guys.


Usefulness
4/5
Ease of use
3/5
Value for money
4/5
Customer service
3/5
User profile picture

Salesforce makes life easy for users

// Marketing Communication Manager at Talkabout Technologies

What do you like about Salesforce CRM?

Salesforce is structured in a very straight-forward manner. It's easily adapted to the way an organization does business. A few favorites features we’ve heard highlighted from sales teams include: Read Receipts, Send Later Functions, Dynamic Calendars, Pre-created email content etc. In a way, Salesforce is sales automation that making the life of your sales teams easier and improving their results. As someone who needs to balance many relationships at the same time, this tool is helping me efficiently track my contacts and communications. I simply wouldn't be able to do my job effectively if I had to rely on email and spreadsheets.

What do you dislike about Salesforce CRM?

The mobile experience is packed with features but it is not always intuitive. It's a bit hard to learn the workflows and error triggers. You definitely need a competent system administrator to manage Salesforce so it can be priory set up to be beneficial to an organization.

What have you been using it for and what problems did Salesforce CRM solve?

Mostly for small businesses, Salesforce is a CRM system that enables sales teams and individuals to better track contact data, engagement and stay on target with conversations.


Usefulness
5/5
Ease of use
4/5
Value for money
4/5
Customer service
5/5
User profile picture

Great tool for your sales cycle

// Public Relations Specialist at Jive Communications, Inc

What do you like about Salesforce CRM?

Salesforce is great because it integrates with several marketing platforms to bring leads in. Managing leads and the sales cycle is pretty simple too.

What do you dislike about Salesforce CRM?

If your team is new to Salesforce there is a learning curve. The Salesforce platform is also expensive for SMBs and is probably more than smaller businesses need.

What have you been using it for and what problems did Salesforce CRM solve?

It has helped organize and manage our sales cycle.


Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
5/5
User profile picture

Feature robust and innovating

// Director of Demand Gen at Prezi

What do you like about Salesforce CRM?

It's extremely comprehensive and feature robust. Continues to innovate and has an extremely large array of integrations

What do you dislike about Salesforce CRM?

While SFDC is extremely feature rich, you can also tell that it has been built over a long period of time. It's more than a little overwhelming to use, and unbelievably complicated to implement well and maintain. Leading to an entire industry of Salesforce Admins for hire, and Salesforce consultants.

What have you been using it for and what problems did Salesforce CRM solve?

We use it as our primary Sales CRM, our sales team lives by it.


Usefulness
4/5
Ease of use
3/5
Value for money
3/5
Customer service
4/5
User profile picture

Muito bom!

// Fundador at Doctor Found

What do you like about Salesforce CRM?

Muita útil, gera dados de maneira inteligente e eficiente. Recomendo para quem tem grana.

What do you dislike about Salesforce CRM?

O preço é muito cara e é uma ferramenta complexa para pequenas empresas utilizarem.


Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
5/5
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