Salesforce Customer Success Reviews

“Make my work much much easy

Pros

I find the system very user-friendly, easy to use and it offers a customizable layout.

Cons

They should switch from the classic view to the updated one.

“A flexible CRM and lead management system for big sales teams

Pros

Whether my sales team is large or small, the system works efficiently and offers all the features and integrations we might need.

Cons

I have to admit, the learning curve can be a bit tough, especially with integrations and advanced features.

“It manages your sales without the headache

Pros

The best feature for me is being able to manage, assign and track the entire sales process, even with teams spread across the country, without the need for an in-house server.

Cons

Although the learning curve for Salesforce is somewhat steep, I've found the support sections, training materials and the user community to be incredibly helpful in solving problems.

“Great tool for Tax Associates to work with clients more smoothly and remotely

Pros

This software is incredible, as it allows me to handle many tasks in one space, with multiple apps and features integrated.

Cons

It's a bit tricky to navigate at the start and entering info can be confusing, but once you get the hang of it, it's smooth sailing.

“Its super convenient

Pros

I appreciate how simple it is to use Salesforce Sales Cloud. I can access it from any device, and all the information is readily available. It also provides a secure login process.

Cons

Sure, getting used to it at first can be challenging, but with time, everything falls into place and it becomes much easier to use.

“Develop a high-performing young sales team

Pros

From the moment it was activated, I was able to use tools for training, mentoring and developing my sales team. The visual tools and reports were immensely helpful to a growing and learning team.

Cons

The costs and the need for customization can sometimes feel overwhelming, but anyways once it's tailored to your needs, it's worth every penny.

“All-in-one platform

Pros

It's widely respected and well received, with many organizations having had positive experiences.

Cons

For smaller businesses or startups, Salesforce's pricing can seem a bit too high.

“Great choice for keeping track of leads

Pros

Salesforce Sales Cloud helps me track sales opportunities, manage cases, run marketing campaigns and much more.

Cons

It's a little on the expensive side compared to others, and it could definitely benefit from more integrations.

“Making listings more efficient

Pros

It's a real asset in helping me organize and track all my tasks in one place especially when managing multiple accounts or real estate.

Cons

Honestly I haven't had any issues because it does its job just fine working alongside Salesforce.

“It is a sales pro's best tool

Pros

My top two favorite features were the pipeline tool and contact management. Being able to provide accurate data and predict sales during meetings is crucial for company growth. Having my pipeline in front of me gave me confidence when presenting to my Sales Manager. I also loved how the contact management system kept a clean, organized database and allowed me to review previous messages and interactions with each contact.

Cons

I noticed that some of the sales hub training material was slightly outdated, though this was a minor issue since most of it was still useful.

“Effective and useful so far

Pros

I appreciate how information flows seamlessly from one area to another, connecting everything.

Cons

Getting comfortable with the system takes a while but once you do, it's absolutely amazing.

“A really modern and easy-to-use system

Pros

The fresh design and the way it integrates with other systems is really great. The font layout and overall design are perfect for daily use and it's great to see the system evolve over time.

Cons

Sometimes the system is a bit slow or prone to errors, but over time, I've noticed that the overall experience keeps improving.

“Amazing CRM that actually works!

Pros

Love having all my leads in one place. It saves me time and boosts my productivity.

Cons

I absolutely love Salesforce! I can't think of anything I'd change :)

“Great tool for streamlining work operations

Pros

It's a comprehensive CRM solution that integrates various business functions like sales, marketing and customer service. I really appreciate how it streamlines managing customer interactions at different stages.

Cons

It might be tough for newcomers who aren't familiar with the platform, so a bit of training or learning is necessary to get comfortable with it.

“The go-to tool for sales teams

Pros

It accurately stores customer information and comments.

Cons

Feels like there's a ton of information to fill out before finalizing a case, which can be a bit overwhelming.

“CRM built for salespeople

Pros

For our company, Salesforce has been a real game changer. It has greatly helped with planning, scheduling calls, and following up. Linking Salesforce to Outlook has been especially useful because it simplifies my tracking and lets me go back and add any missed details from my day.

Cons

It's usually pricier than other CRM options, but buying extra licenses for users, whether they are using the platform or not, can help offset the costs.

“Offers so many great insights

Pros

The analytics and reporting tools in it are invaluable to me, it provides key insights into my sales performance over the years, quarters and months, helping me spot opportunities.

Cons

At times, there are a few lags and slow loading speeds, particularly when dealing with large datasets.