Salesforce CRM Reviews

About Salesforce

Salesforce, a trailblazer in the CRM landscape, stands as the most renowned and utilized customer relationship management platform globally.

Catering to businesses of all scales, its primary mission is to consolidate diverse business operations—marketing, sales, service, and commerce—under the comprehensive Customer 360 suite. This ensures an interconnected and personalized customer experience.

Beyond its CRM prowess, Salesforce has ventured into app development, data analytics, and artificial intelligence, underscoring its commitment to innovation. Its vast offerings, from Salesforce Service Cloud to Sales Cloud, are tailored to meet unique business needs, driving sales revenue and bolstering customer satisfaction.

The platform’s emphasis on AI-driven insights propels businesses to operate intelligently and expand rapidly.

With resources like guided learning and the expansive AppExchange marketplace, Salesforce remains a formidable force in the CRM industry, even amidst rising competition.

As digital transformation accelerates, Salesforce’s adaptability and robust features make it an indispensable tool for businesses aiming for growth.

Salesforce CRM

When your teams have access to the top customer relationship management (CRM) solution, everyone in your organization benefits. Salesforce is the leading name in CRM technology and helps businesses efficiently manage customer interactions and generate new leads. Whether you need marketing, sales, IT services, collaboration, or commerce solutions, Salesforce is a platform that delivers.

What Does Salesforce Do?

Salesforce is a comprehensive cloud-based platform designed to enhance and streamline customer relationships for businesses across various industries.

At its core, Salesforce’s Customer 360 suite aims to unify different business operations, including marketing, sales, service, and commerce, providing a holistic view of the customer journey. This integration ensures that teams across the organization, from marketing to IT, can work in harmony, leveraging connected data and the power of trusted AI.

Salesforce’s Industry Solutions further tailor the platform to specific sectors such as Automotive, Communications, Financial Services, Healthcare, and more, ensuring that businesses can modernize operations, reduce costs, and offer seamless customer experiences.

By focusing on AI-driven insights, Salesforce empowers businesses to work smarter, grow faster, and place customers at the heart of their operations.

However, like anything else, Salesforce is not perfect. In this review, we will provide you with all our Salesforce knowledge. A good place to start is by examining what we like and dislike about Salesforce.

What We Like

What We Don’t Like

How to Use Salesforce

Usability is one of the key benefits of Salesforce. As a CRM platform, it should promote ease of use. However, we are still impressed with the platform’s UI and usability, given its vast catalog of features and potential integrations that could create a confusing ecosystem. However, Salesforce has successfully avoided any usability issues across all pricing tiers thanks to its simple dashboard system that provides a visual workflow.

Although the platform becomes more complicated to use across higher pricing tiers, we will focus on the basic Essential pricing plan and the full Enterprise Sales Cloud tier to discuss how to use the platform.

Starting with the Essentials plan, it is an out-of-the-box solution that even beginners to CRM software can quickly master. When you start, Salesforce automation tools ask you some questions to understand your level of experience, and the platform provides learning tools to guide you through setting up the software.

Salesforce workflow

When using navigation drop-down menus, the items you use more frequently will appear at the top. You can find all the relevant information about your projects in the central dashboard, and you have the option to customize any section to display the specific data you want to see. This allows you to create a dashboard that is perfect for your organization.

However, if you are on the Enterprise Sales Cloud pricing plan, you should be aware that there is a steeper learning curve to overcome. This is because the dashboard contains more Salesforce project management features that you can access. While this may be beneficial for enterprises that require advanced tools, it can be overwhelming for organizations that are looking for a simpler experience.

Some of the additional features are excellent, while others are merely gimmicks. For instance, we find the “forecasts” tool to be useful, but it takes some experience to use it effectively. On the other hand, the “Quarterly Performance” chart does not provide enough accurate information to justify the space it takes up on the dashboard.

What are the best Salesforce Features?

If we were to walk through the entire list of features offered by Salesforce, it would take approximately three hours to complete. It goes without saying that Salesforce CRM offers a comprehensive customer management solution with a vast array of features.

In this review, we will highlight some of our favorite features, including Salesforce cloud capabilities and reporting tools. It is worth noting that the platform provides easy access to all the necessary tools through the Salesforce dashboard. Additionally, thanks to Salesforce’s robust custom settings, you can create a tailor-made feature set and dashboard that meets your specific needs.

Being able to streamline projects through automation workflows is a valuable part of the Salesforce experience. Thanks to a simple UI, you can drag and drop processes for automation across numerous metrics.

Salesforce delivers what is probably our favorite mobile CRM service. You get a complete sales and customer connection platform directly on Android or iOS devices. Users can respond to leads, track work opportunities, manage dashboards, and log calls. You also get customization options through the Salesforce feature.

It is important to have a detailed overview of customers. Salesforce provides that access, giving you insight into customer activity, communication, accounts, and more. You can also see important contacts and connect with social media platforms like LinkedIn and Facebook.

As well as connecting and managing customer relationships, Salesforce also specializes in team management within your organization. One of the best examples is the ability to see how your team is handling deals. For example, you can see products and quotes regarding a deal or potential competition and the stage of the deal.

Salesforce CRM also provides ways to access new customers as well as manage existing relationships. For example, thanks to its lead management tools, you can track leads from the moment they engage until you close a sale. You can also generate campaigns and properly manage how you are spending money and resources on marketing.

There is a lot of information to dig through on Salesforce, so having access to data can be valuable. With the dashboard UI, you can see reports in real-time, providing glance info on projects. You can also dive deeper with more detailed reports, which users can also customize.

Speaking of real-time access, you can also get reports on the health of your organization. For example, check on pipelines to see how teams perform and then receive accurate forecasts on project outcomes.

Other Salesforce Integrations

Salesforce is well-known for allowing its customers to leverage a vast number of third-party applications. In fact, it has one of the largest integration libraries we have ever seen. If you want to tap into another application directly within Salesforce, you will find what you need on the Salesforce AppExchange.

Whatever the Salesforce integration you require, AppExchange will almost certainly have it. This is the place to find native integrations that work seamlessly within Salesforce. For example, a Jira Salesforce integration, a HubSpot Salesforce integration, or the Salesforce Slack integration. You will also find apps from Microsoft, Google, Dropbox, DocuSign, and many more.

There are over 5,000 apps – both free and paid – available within Salesforce AppExchange. As a result, you can facilitate a broad range of third-party requirements without needing to leave the Salesforce dashboard. It also delivers for mobile users, with hundreds of app integrations functional on smartphones and tablets.

Salesforce Review Conclusions

Salesforce is an excellent choice for businesses targeting growth. Across its products, but especially with its CRM solutions, the platform delivers the flexibility and customization that growing organizations need. In addition, even larger enterprises can leverage the extensive Salesforce features list to power customer and team management.

However, for those bigger companies, Salesforce gets complex enough that you will need to hire specialists to handle workflows.