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Pluspunten:

Ability/speed to implement new views for a specific team or use case is excellent. Extent to which other platforms we use can be integrated with Salesforce.

Minpunten:

Having a hard time finding some of the features I typically use and sometimes have to default back to classic but after a little more training I should have the hang of it.

Beoordelingen van Salesforce Platform

Gemiddelde score

Gebruiksgemak
3,9
Klantenservice
3,9
Functies
4,3
Prijs-kwaliteitverhouding
3,8

Waarschijnlijkheid van aanbeveling

7,9/10

Salesforce Platform heeft een totaalscore van 4,3 van 5 sterren op basis van 315 gebruikersreviews op Capterra.

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Reviews filteren (315)

Mary Kate
Community Engagement Manager
Geverifieerde LinkedIn-gebruiker
Management non-profit organisaties, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Much Improved from Classic

4,0 2 jaar geleden
Bijschriften in het Nederlands beschikbaar in de videospeler
Dennisse
Dennisse
Operations Manager in Filipijnen
Geverifieerde LinkedIn-gebruiker
Telecommunicatie, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Salesforce as CRM and HR ATS

5,0 vorig jaar

Opmerkingen: I love this software, it's part of my day to day and it is key for my organization to execute and track performance effectively.

Pluspunten:

Salesforce features continuously improve and grow overtime. It allows us to integrate even external apps via API. I have been using Salesforce both as a user and as admin.

Minpunten:

I have nothing i do not like although i hope to see more improvements on SFDCs email marketing outreach features.

Eerder overwogen alternatieven: Zoho CRM en NetSuite

Redenen om over te stappen op Salesforce Platform: It's the leading CRM and i know how to build and use it more than any other software.

Connor
Finance Lead in VK
Computersoftware, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Salesforce transformed our contracting and invoicing

4,0 2 maanden geleden

Opmerkingen: Salesforce has completely transformed our contracting and invoicing processes. As a fast growing start up we needed a solution to our contract management. Previously, all contract information used to sit in a huge g-sheet, which made monthly invoicing quite the task and not completely free from error. However, with Salesforce we're more able to audit contract information and download custom reports that slot straight into our invoicing process. This saved our FinOps team days in month end.

Pluspunten:

- Easy to navigate huge volumes of contract data - Custom downloadable reports that feed straight into our invoicing process - Fully customisable to accommodate our ongoing business changes

Minpunten:

- Off the shelf it is a bit clunky and so a Salesforce Admin is key to getting it how you want, which is obviously an additional cost (but worth it!)

Michael
Manager in VS
, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Powerful Once You Learn How to Use It (But Expensive)

3,0 6 jaar geleden

Pluspunten:

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.

Minpunten:

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.

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Human Resources, 2-10 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Good platfor, but too expensive to customise

4,0 3 maanden geleden

Opmerkingen: Pretty user a pretty user-friendly platform for the Stansard sales cycle. Not adopted for Recruiting agencies.

Pluspunten:

Administrating HR process control Sales activities Reports

Minpunten:

It was too expensive to make automation and further development of the platform. The support was not reachable always.

Eerder overwogen alternatieven: Bullhorn ATS & CRM en Recruitee

Redenen om over te stappen op Salesforce Platform: It was the decision of the partners of the company.

Doreen
Sales Manager in VS
Milieudiensten, 201-500 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Sales management made easy with Salesforce Platform

4,0 2 maanden geleden Nieuw

Opmerkingen: I like the way the software allows one to customize it to your own specification and also the ability to integrate it with a variety of software for better performance.

Pluspunten:

I like Salesforce Platform as it allows us to track down each aspect of our organization be it in project execution, sales performance and employees engagement. It is also easy to integrated with other relevant applications.

Minpunten:

It is a little comprehensive on the tools and features thus it can be a challenge at the beginning but once you get used to, it becomes easy to use.

Osman
Marketing Support Manager in Honduras
E-learning, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Manage your contacts efficiently and get the data that you need

5,0 2 maanden geleden Nieuw

Pluspunten:

The flexibility, adaptability, scalability that Salesforce have, I have seen how different business uses it and this allows for any business to have a consolidated software for all their business need.

Minpunten:

The price range in comparison to other products.

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Computersoftware, 5.001-10.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Complete platform but not easy to navigate

4,0 3 weken geleden Nieuw

Pluspunten:

It offers multiple mechanisms to control sales and track issues also customer invoices due to its integrations

Minpunten:

Screens are very convoluted with lots of information that might not be useful. Navigation can also be very confusing for first time users

Henry
CFO in VS
Financiële dienstverlening, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

I consider Salesforce a Ferrari!

4,0 4 weken geleden Nieuw

Pluspunten:

It has tons of features and an enormous capacity to create processes management, automations, integrations and

Minpunten:

A lot of things are not intuitive and we always relied on third parties tech to fix issues, make adjustment and customizations.

Tara
Tara
Director of Marketing in VS
Geverifieerde LinkedIn-gebruiker
Management non-profit organisaties, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Great platform that can be used by nonprofits too

5,0 vorige maand Nieuw

Pluspunten:

It leveled up our sophistication in donor data and tracking tasks, communications, analytics across donor experience and management.

Minpunten:

It sometimes feels clunky to find the data we need—but thankfully we have a staff member dedicated to this and great at pulling data we need.

Darren
Strategist in VS
Consumentendiensten, 51-200 werknemers
Heeft de software gebruikt voor: 1-5 maanden
Bron van de reviewer

Easy to navigate

5,0 3 weken geleden Nieuw

Pluspunten:

I like that my company has been able to set up pages for each client we have, so when I need to reference something about my own client or a client of someone else, the information is readily available and provides any detailed history of what has happened on the account.

Minpunten:

I'm new to using it, and have a very specific purpose that I use it for, so thus far I have no cons.

Joan
Application Programmer in VS
, 201-500 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Salesforce Review by a Sys Admin and Developer

5,0 6 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Cristina
manager in Moldavië
Burgerlijke en maatschappelijke organisatie, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Using Salesforce as an NGO worker on a daily basis.

5,0 vorig jaar

Pluspunten:

It works well, is structured, has a lot of functions, good system of protection and control of the process, big date base where you can keep all your project related documents. Thank you for developing this tool and for continuing to work on improving it.

Minpunten:

Maybe a better system of notification (or maybe I do not use it well), a way to visualize your history in the platform per total (not by having to enter in a concrete project or document etc, but what you did in the platform during a day etc. Better syncronization between different levels, for example: when we have a big PROGRAM, that includes in itself for eg 5-10 smaller projects, to be able to connect the MEAL part between them, activity reports, budget etc. It exists now (partically, but for eg for budget it puts all information together and it is not clear which line is from which project, especially when we have the same name of the budget line everywhere.

mariana
LOGISTICS DEVELOPER SENIOR in Mexico
Logistiek en toeleveringsketen, 201-500 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Salesforce review

5,0 6 maanden geleden

Opmerkingen: I've tried some other platforms and I think this is the most friendly, easy to use and complete platform.

Pluspunten:

What I like the most about Salesforce is that i can load all my shipment info, invoice, create disbusements, activate tracking, validate guides and send my info to a platfoarm visible for my client. basically all in one.

Minpunten:

I don't like that some carriers don't appear on tracking and the dates can't be changed automatically.

Erik
Erik
Sr. Manager, Strategic Developement in VS
Geverifieerde LinkedIn-gebruiker
Farmaceutica, 1.001-5.000 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Salesforce keeps your Account and Sales teams up-to-speed, organized, and ready to report on success

5,0 3 jaar geleden

Opmerkingen: Overall I think Salesforece is a great platform. It is the #1 CRM in the world for a reason. I love it's customizability, the app exchange, and the Salesforce Community. The app exchange is great for free (or sometimes paid) solutions to add to your Salesforce instance and its capabilities. The Salesfore community is great because you can pretty much find an answer to any question you may have.

Pluspunten:

Salesforce is a blank slate. But that's a good thing! It can be completely customizable to your unique business requirements. Aside from customization, Salesforce out-of-the-box has great standard fields and functionality to manage and track leads, contacts, opportunities and accounts.

Minpunten:

Salesforce is almost too smart. There is so much you can do with it, and if not implemented correctly, you may run into some hiccups. For example, my company grew and continued to grow but we did not scale our Salesforce platform to meet our ever-changing needs. This left us with some issues that are now being smoothed out.

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Computersoftware, 11-50 werknemers
Heeft de software gebruikt voor: 6-12 maanden
Bron van de reviewer

Helps us launch custom projects for customers quickly

5,0 2 jaar geleden

Opmerkingen: Our customers rely on us to help them solve their business needs with Salesforce. Salesforce Platform gives us a way to control access to the custom apps without giving too much access to every user and simplifies the access for portions of the users who will be in the org. Salesforce Platform also offers a huge cost savings for our clients for ongoing product licensing for their users.

Pluspunten:

Salesforce allows us to quickly launch a Minimum Viable Product for teams within the companies we we work and then iteratively build up on those structures. The wide range of standard objects and the easy of creating new custom objects means that we can get the core of a product built in a fairly short amount of time compared to having to build solutions completely from scratch or in less flexible alternate CRM products. The Salesforce Platform allows us to get users using the custom apps we build for them in Salesforce.

Minpunten:

Salesforce requires advanced training to be able to build it and is expensive. It also isn't an out-of-the-box solution and requires an investment of time and money to get built. Costs per user can quickly add up for companies.

Stacy
Stacy
Vice President of Sales and Marketing in
Geverifieerde LinkedIn-gebruiker
Evenementenbureaus, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: GetApp

Feature Rich with Clunky, Dated Interface

3,0 8 jaar geleden

Opmerkingen: 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.

Pluspunten:

You can add your own custom fields and organize them how you want.

Minpunten:

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.

Austin
Founder in
, Zelfstandig ondernemer
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Excellent Platform, Robust, but Complex

5,0 6 jaar geleden

Opmerkingen: There's a saying that "nobody ever got fired for picking Salesforce" for a reason. It's an excellent, safe choice.

Pluspunten:

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.

Minpunten:

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.

Alastair
Software Engineer in VK
Informatietechnologie en -diensten, 10.000+ werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Salesforce is Excellent for us however small businesses may struggle

5,0 vorig jaar

Pluspunten:

Salesforce is one of the best known cloud based CRM that can be tailor-made to hasten sales, computerize the jobs and tasks, fetch real-time customer data, extract insights , manage leads and prospects, tracking commissions, estimate sales and enhance business efficiency by creating robust workflows.

Minpunten:

It is quite expensive. We have a large sales team, diversified product and prospect base and had a fairly complex need so we spent out the money but it can be extremely unaffordable for small business and start ups. Moreover the customer care at Salesforce needs to be a little more polite and knowledgeable rather than rude and uninformed.

Brent
Customer Success Advisor in VS
, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Salesforce is the right tool for most organizations that are sales and marketing driven

5,0 6 jaar geleden

Opmerkingen: Salesforce is a great platform for those who have time and resources to make it work.

Pluspunten:

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.

Minpunten:

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.

Shana
Comunications and Marketing Manager in Argentinië
Management non-profit organisaties, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer

Make your own trasformer

5,0 3 jaar geleden

Opmerkingen: If you can add anything you need, you will have the greatest transformer of all times!

Pluspunten:

the thing that i like the most is that you can edit almost ANYTHING! You can adjust the plataform for your particular needs. You can track your customer the entire jorney and create different status. It's a great sales plataform (duh! salesforce)

Minpunten:

If you don't know a thing about code or interface or anything related with technology, it's going to be very hard for you at the moment of customize your Salesforce. You will need the help of Salesforce to create all the things you will nedd for your business. If you don't customize, you will not be able to make the most of it. It is not very helpful with marketing, so... you will have to make a pulgin with another plataform (for example mailchimp)

Karen
Director, Development and Strategic Partnerships in
, 11-50 werknemers
Heeft de software gebruikt voor: 1+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

For nonprofits - powerful, but complicated

4,0 6 jaar geleden

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Kelly
Communications Director in VS
, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Never had a good day using this product

2,0 6 jaar geleden

Pluspunten:

These products are used far and wide, I know, but I still did not have a good experience with any Salesforce products.

Minpunten:

I am not one to complain much, but I literally never had a good day of using any Salesforce product. Every Salesforce product I have used has been a pain to deal with. As a marketer/communications person, I found each product to be cumbersome and not easy to use at all. I would have a headache every single day trying to figure out where and how the functionality worked. I spent many hours on the phone with customer service and felt like they definitely did not want to help me understand their product.

Kate
Developer in VS
, 2-10 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: SoftwareAdvice

Powerful product if you know how to use it.

4,0 6 jaar geleden

Opmerkingen: 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.

Pluspunten:

Lots of features, easy to use once it is set up, plenty of options for add-ons and integrations with other systems

Minpunten:

Additional features can be pricey, customer service is terrible, they'll charge you for everything additional

Geverifieerde reviewer
Geverifieerde LinkedIn-gebruiker
Computersoftware, 11-50 werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer
Bron: GetApp

Salesforce is the superior CRM software

4,0 2 jaar geleden

Opmerkingen: I can't think of anything else we'd use in place of Salesforce. Overall, it's easy to use and fits exactly what we need.

Pluspunten:

We use Salesforce to manage our prospects & customers on a daily basis and keep track of our sales & marketing activities. It does exactly what we need it to do and integrates well with Pardot, our marketing automation tool.

Minpunten:

Support is super limited other than their vast online support center. And some features are really complicated to set up unless you have vast coding knowledge.

Troy
Software Engineer in VS
Ziekenhuis- en gezondheidszorgbranche, 10.000+ werknemers
Heeft de software gebruikt voor: 2+ jaar
Bron van de reviewer

Good Customizable Tools

5,0 3 jaar geleden

Opmerkingen: Overall experience was good, learning and writing Apex code came fairly easily as it's very Java-like, and SOQL was fairly easy to learn as well. The need for >80% of our Apex code to be covered by unit tests is also nice, as it forces the development team to write unit tests for the custom code.

Pluspunten:

Salesforce has a vast array of tools to use. Some of what my team uses is the e-mail to ticket functionality (very nice, a user can just send an e-mail and a ticket gets created), workflows, and we have a lot of custom Apex code for the workflows.

Minpunten:

As with any large software, there's a learning curve there, and some organizations use Salesforce for only a few things, while others use most of its features. The main issues are ones that you'll encounter on any Web Application, it's just the give and take of having it be a web application versus a desktop application (less maintenance as a web app, but at times slower or more restrictions).