Kim Linghon
Consumer Services, 500+ employees
More than a year
“Outstanding business solution”
Pros
This has been an incredibly helpful platform for our business and for many others over the years. It has boosted sales in a short amount of time and works as an excellent CRM solution across different industries. It really meets client needs which is why it stands out as one of the best tools for improving sales performance and customer satisfaction. It also helps our organization operate more efficiently and the reports, statistics and business numbers are well organized. Overall, it's a superb platform.
Cons
Like any system, it goes through updates from time to time but that's not really something I can hold against the software. It hasn't caused us any issues and those updates usually end up being useful in the long run.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Anonymous
Internet, 101-500 employees
Less than a year
“Complete sales management”
Pros
From lead and opportunity tracking to account and contact management, forecasting and reporting, it covers pretty much every part of the sales process. The interface feels simple and is simple to move around in so my sales team can quickly pull up the information they need. One of the biggest advantages is how well it connects with other products like Service Cloud and Marketing Cloud which gives us a more unified and complete view of every customer interaction.
Cons
There is definitely a learning curve and it takes some time to really understand and make full use of all the features available. The pricing is also on the higher side for small businesses although for larger companies that need an enterprise-level solution, the value makes sense.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Anonymous
Information Technology and Services, 500+ employees
More than a year
“Covers the full sales cycle”
Pros
From running campaigns and managing leads to closing deals, it covers the entire sales cycle in one place.
Cons
There's a bit of a learning curve for first-time users and handling custom requirements can take some time.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
10
Functionality
10
Amanda Martin
Pharmaceuticals, 101-500 employees
More than a year
“Easy communication tracking”
Pros
Keeping track of client communication is very easy with this software and that's been a big plus for me. It also syncs well with all of my reports and updates which makes staying current a lot more convenient.
Cons
One thing that does get annoying at times is having to refresh the system. Even right after logging in, I still need to refresh to see the most up-to-date reports.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Outsourcing/Offshoring, 11-50 employees
Less than 6 months
“organized sales funnel”
Pros
Keeping up with my sales funnel has become much more manageable with this. It helps me stay organized with outreach and makes it easier to get the results I'm aiming for.
Cons
It does cost a bit more than some other options and setting up custom categories can be slightly difficult.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Anonymous
Telecommunications, 500+ employees
Less than a year
“Simple low code solution”
Pros
From lead generation all the way to closing a deal, it has built-in support for the core parts of sales which makes implementation much simpler through configuration and low-code tools.
Cons
Lightning mode usually takes more time to load and render compared to Classic.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
9
Functionality
10
Anonymous
Marketing and Advertising, 1-10 employees
Less than a year
“User friendly platform”
Pros
It is very user-friendly and provides great dispatch options for each department.
Cons
I really haven't run into any major issues yet. The first time I used it, it was a little confusing but it didn't take long to get used to the system and understand the dashboard.
Rating Distribution
Ease of use
7
Value for money
10
Customer Support
9
Functionality
10
Cem Kilic
Leisure, Travel & Tourism, 500+ employees
Less than a year
“convenient integrations”
Pros
It basically includes everything needed for sales work. One really important advantage is the integrations with other products which work flawlessly. Capturing leads and data, creating reports and handling many other tasks is all very well supported.
Cons
Sometimes it can be a bit slow. More design customization options would be interesting.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
9
Marian Nicole Cedeno
Outsourcing/Offshoring, 101-500 employees
Less than 6 months
“feasible data migration”
Pros
Starting from scratch isn't necessary and that's one of the things that impressed me most. Once I upload an existing file, the platform takes care of much of the remaining work. Sales Cloud also offers rich integration options which makes it possible to manage business operations without constantly jumping between different tools. That has been a real benefit for me, helping simplify both my work and day-to-day routine.
Cons
A few features are still missing and errors do happen from time to time although they're generally manageable. There's also no built-in option for merging duplicate cases and that's something the software really should include natively. On the positive side, whenever I ran into problems, the support staff responded quickly and did their best to resolve everything right away.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Bhushan Tandel
Chemicals, 101-500 employees
Less than a year
“Easy to use”
Pros
Keeping sales data and records in one place makes things much more organized and it really helps us track performance and monitor sales reports whenever we need to through the dashboard.
Cons
At times, entering and updating the data can feel pretty boring and time-consuming for salespeople or managers so the company may need to bring in an IT person to handle it properly.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Mari Souza
Online Media, 11-50 employees
More than a year
“Flexible customization”
Pros
Having this platform has been a big advantage because of the convenience it offers and the freedom to customize it the way we need. Data connects well with other software systems, report customization is very flexible and being cloud-based makes access much more practical, along with many other useful features.
Cons
One downside is that setting up custom user interfaces which many businesses may need, usually requires help from IT developers and that can become quite costly for the company. So while the system is powerful, it still needs a lot of add-ons. For instance, building a complete solution often means relying on several other products, with heavy dependence on managers and providers from the App Exchange.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Boyd Petrie
Computer Software, 11-50 employees
More than a year
“Helpful automation”
Pros
One of the biggest strengths is how customizable and extensible the platform is. It's easy to create custom objects, fields and relationships between them which makes it adaptable to a lot of different business needs. The no-code Flows are especially useful for automating processes without having to rely on Apex. AppExchange also adds a lot of value, with plenty of tools to expand functionality and connect with other web-based apps. Because the platform has such a massive infrastructure and broad adoption, integrations with outside applications are much more achievable. Support is available 24/7, permissions can be set at a very detailed level and the API is strong enough to handle metadata updates through VS Code and similar tools. The HIPAA, HITECH and SOC certifications are another major plus.
Cons
There are some real downsides. There's no native backup solution and if you ever need to restore data, the process can be a nightmare. It's also very expensive and the licensing structure across Standard, Enterprise, Unlimited and other versions is more complicated than it should be. Permissions are highly granular but that also makes them extremely difficult to configure and maintain properly. On top of that, the platform itself can feel endlessly complex to manage, with things like private versus public list views, related lists, page layouts, Lightning layouts, sharing settings, Flows, reports and dashboards all adding to the overhead. The quarterly release cycle can disrupt business processes and the inconsistent behavior between Classic and Lightning is frustrating. Some platform limitations can be surprisingly restrictive, often without a viable workaround and overall it's not really the best fit for smaller companies.
Rating Distribution
Ease of use
6
Value for money
5
Customer Support
8
Functionality
6
Nagesh Salgude
Marketing and Advertising, 1-10 employees
Free Trial
“User-friendly dashboard”
Pros
Right away, the platform felt very user-friendly. The dashboard is simple and makes it simple to access and manage customer data. It also comes with a broad set of tools and features that can be tailored to suit different business needs, including sales automation, lead management and reporting. On top of that, the customer support has been excellent, always offering helpful and knowledgeable assistance whenever I needed it.
Cons
the pricing can feel a little high for smaller businesses especially if they do not need every feature included in the platform. There is also a bit of a learning curve at the beginning since the number of features can be overwhelming at first. That said, once I became familiar with it, it turned into a very effective tool for handling my business's sales needs.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
10
Functionality
10
Deanna Williams
Financial Services, 500+ employees
More than a year
“Informative platform”
Pros
One thing that really stands out about this software is how informative it is while still being very user friendly.
Cons
At this point, I don't have any complaints or dislikes about the software.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
10
Ernesto Cabiles
Financial Services, 500+ employees
More than a year
“Organized communication”
Pros
Keeping our email organized has been a big help and it also gives us a clear way to track our productivity.
Cons
Nothing to complain about at this point but I'll definitely share an update if anything comes up.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10
Ajay Kumar Ghanta
Information Technology and Services, 500+ employees
More than a year
“Versatile CRM”
Pros
This CRM has been one of the best options I've used. It works well for just about everything, from sales and support to plenty of other areas you can explore in depth.
Cons
I honestly haven't come across any major downsides, as everything has been working really well for me.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10
juan campos
Banking, 500+ employees
Less than a year
“Centralized data”
Pros
Using it is easy and all the information you need is available in one place. It really improves the experience for customers who call us for support.
Cons
It does tend to freeze during high-traffic periods and when that happens, it doesn't provide any information.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
10
Amardeep Gill
Utilities, 500+ employees
More than a year
“Efficient lead management”
Pros
One of the biggest wins for me with this software is the contact database, lead capture and the ability to export lead data. Those features are really easy to use and save me a lot of effort. With just a few clicks, they handle most of the work and make the whole process much more manageable.
Cons
There are times when the system crashes and when that happens, we can't work on contacting leads or making a sale. It also gets slow now and then when pushing leads through or waiting for client data to load. That part is definitely frustrating and is what I dislike most about the software.
Rating Distribution
Ease of use
9
Value for money
9
Customer Support
9
Functionality
9
Daniele Lorenzini
Marketing and Advertising, 500+ employees
More than a year
“Adaptable solution”
Pros
One thing that really stood out after its introduction was how adaptable this software is. It can handle every aspect of the business, letting the company manage the sales force while also giving the sales team the tools to manage customers effectively. I especially appreciated how well it fit into our older workflows which were often split across different systems, without making the transition feel disruptive. At the same time, it gave us the chance to keep refining and improving those processes over time.
Cons
Because the software is extremely powerful, it also requires a significant time investment upfront to clearly define business needs so the company can really get the most out of it. As a result, adding new features is not immediate and usually takes a certain amount of time to implement.
Rating Distribution
Ease of use
8
Value for money
7
Customer Support
7
Functionality
8
Nicola Lorenzoni
Computer Software, 101-500 employees
More than a year
“Comprehensive tool”
Pros
I'm happy with pretty much everything this software offers, account management, opportunity tracking, support case handling and asset management all work really well. The custom report generation system is excellent and gives me exactly the flexibility I need.
Cons
I still prefer using it in the classic version. The newer interface feels less simple than the old one although it helps that you can switch between the two whenever needed.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
9
Functionality
10