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Salesforce CRM Review

Salesforce CRM
Our score: 9.7 User satisfaction: 99%

What is Salesforce CRM?

Salesforce CRM is an award-winning solution created by Salesforce as part of its extensive sales and marketing solutions under the Salesforce brand including separate systems for: Analytics, Marketing, Service, and Community Cloud. Powered by automation, sales representatives can maximize CRM data to highlight top leads and determine the separation between deals lost and won.

As a CRM, the software helps you to track all customer information and interactions in one location to follow more leads. The Lead Management, Marketing Automation, Sales Data, and Partner Management apps let you follow these leads until they are ready for conversion.

The software can also increase the sales team’s productivity whether they’re on location, at the office, or in cyberspace. It has a mobile app for Android and iOS devices featuring real-time data from dashboards and custom reports, plus a Feed First feature that lets you see the most important information based on your settings at a glance. Likewise, you can add more functions and tools from a long list of apps in the AppExchange. Salesforce Sales Cloud also allows you to get insights from varied, real-time customer data. Creating critical reports, sales forecasts, and territory models are accomplished with ease in the platform.

To give you more flexibility, Salesforce Sales Cloud integrates with external business solutions, such as: Desk.com, TeamSupport, LeadExec, FinancialForce ERP, Ambassador, Zuora, Zendesk, and other major CRM, sales, and accounting solutions.

Overview of Salesforce CRM Benefits

Salesforce CRM is built to grow accounts, close deals and find customers more quickly. These are the common benefits companies experience while using Salesforce CRM to manage their customer relationships:

It lets you close more deals

Get insights like opportunities using the software’s Opportunity Management. Get a full view of the customer, such as activity history, communications, discussions, and social mentions using Contact Management. Tracking deals and looking for competitive information is easier with the Sales Collaboration module. Likewise, the Sales Performance Management lets you set metrics-based goals and amplify winning performances of sales reps to motivate a healthy competition in the team.

You can get more leads

Track clicks, create campaigns, and automate the whole process to generate quality leads and cut the sales cycle. The Lead Management, Marketing Automation, Sales Data, and Partner Management apps allow you to create a systematic pipeline from lead to conversion.

It will accelerate productivity

The mobile app for Android and iOS lets you take the software’s main functions with you, on the field or at the office. Log calls, reply to hot leads, or work opportunities in real time. The Visual Workflow also lets you to drag-and-drop business processes fast, such as, deals, discounts, expenses. You can also share and sync files and track changes in real time for faster and more productive communication between you and your team.

It lets you get more insights

See a real-time view of your sales team’s conversions to help you create adaptive weekly forecasts. Use the Reports and Dashboards to collect and accumulate data for detailed reporting and analysis. Manage territories with the right model to set boundaries and customer volume and achieve a more balanced assignments among your reps.

Overview of Salesforce CRM Features

  • Account and Contact Management
  • Opportunity Management and Score
  • Lead Management
  • Sales Data
  • File Sync
  • File Sharing
  • Sales Forecasting
  • Salesforce Mobile App
  • Contact Manager
  • Real-Time Visibility
  • Drag-and-Drop Interface
  • Dashboards
  • Visual Workflow
  • Multi-Currency Support
  • In-Line Editing
  • Lead Assignment and Routing
  • Rules-Based Lead Scoring
  • Einstein Lead Scoring
  • Web-to-Lead Capture
  • Campaign Management
  • Duplicate Blocking
  • Mass Email
  • Salesforce Engage
  • Email Templates
  • Campaign Influence
  • Einstein Activity Capture
  • Calendar
  • Sales Console App
  • Enterprise Territory Management
  • Opportunity Splits
  • Salesforce CPQ and Billing
  • Contracts, Orders, Quotes, Products, and Price Books
  • Chatter, Files, Topics, and Recommendations
  • Case Management
  • Lightning Bolt Solutions
  • Partner Communities
  • Lead Registration
  • Roles and Permissions
  • Process Builder
  • Lightning Platform
  • Web Services API
  • Google Apps Integration
  • File Storage Per User
  • Sandbox

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Salesforce CRM Position In Our Categories

Knowing that businesses have distinct business-related needs, it is only rational they abstain from picking a one-size-fits-all, ideal business program. Still, it would be almost impossible to try to pinpoint such a software system even among recognizable software systems.
The efficient thing to undertake should be to list the several critical factors that require inspection like crucial features, packages, skill competence of staff, business size, etc. Thereafter, you should double down on the research to a full extent. Read some of these Salesforce CRM evaluations and check out the other software systems in your shortlist in detail. Such detailed product research makes sure you weed out mismatched apps and pay for the one which meets all the benefits you require business requires in growing the business.

Position of Salesforce CRM in our main categories:

TOP 3

Salesforce CRM is one of the top 3 CRM Software products

Salesforce CRM is also listed in the following subcategories:

Enterprises have unique needs and requirements and no software application can be ideal in such a scenario. It is futile to try to find a perfect out-of-the-box software product that fulfills all your business wants. The smart thing to do would be to customize the application for your unique wants, worker skill levels, finances, and other elements. For these reasons, do not hurry and invest in well-publicized leading applications. Though these may be widely used, they may not be the ideal fit for your unique wants. Do your groundwork, investigate each short-listed system in detail, read a few Salesforce CRM CRM Software reviews, call the seller for clarifications, and finally settle for the application that provides what you require.

How Much Does Salesforce CRM Cost?

Salesforce CRM Pricing Plans:

Free Trial

Lightning Essentials

$25/user/month

Lightning Professional

$75/user/month

Lightning Enterprise

$150/user/month

Lightning Unlimited

$300/user/month

Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.

Lightning Essentials – $25/user/month

  • Account & Contact Management
  • Opportunity Management
  • Lead Management
  • Web-to-Lead Capture
  • Email Templates
  • Task Management
  • Activity Feed
  • Salesforce Mobile App (with Offline Functionality)
  • Chatter
  • Files
  • Configurable Reports and Dashboards
  • Case Auto-Assignment
  • Case Management
  • AppExchange
  • Lightning App Builder
  • Einstein Activity Capture
  • Data and File Storage per User
  • Inbox Mobile and Desktop Apps
  • Unlimited Online Training
  • Online Case Submission
  • Standard Success Plan

Lightning Professional – $75/user/month

  • All Features of Lightning Essentials, plus…
  • Lightning for Gmail/Outlook
  • Topics and Recommendations
  • Developer Sandbox
  • Lead Assignment and Routing
  • Mass Email
  • 2 Roles and Permission, Profiles and Page Layouts
  • 1 Sales Console App
  • 3 Record Types per Object
  • 5 Process Builder per Org
  • Rules-Based Lead Scoring
  • Person Accounts
  • Order
  • Lightning Sync
  • Products and Price Books
  • Quotes
  • Contracts
  • Google Apps Integration
  • Duplicate Blocking
  • Campaign Management
  • Forecasting Mobile App
  • Lead Registration
  • 3 Campaign Influence
  • Collaborative Forecasting
  • Knowledge (read-only)

Lightning Enterprise – $150/user/month

  • All Features of Lightning Professional, plus…
  • 5 Campaign Influence
  • Sales Teams
  • Calendar
  • Opportunity Score
  • Forecasting: Custom Opportunity Fields
  • Opportunity Splits
  • Enterprise Territory Management
  • Advanced Reporting Features
  • Lightning Platform
  • Unlimited Process Builder per Org
  • Workflow and Approval Automation
  • Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
  • 1 Partial Sandbox
  • Web Services API

Lightning Unlimited – $300/user/month

  • All Salesforce CRM Features and Capabilities

User Satisfaction

Positive Social Media Mentions 127
Negative Social Media Mentions 3

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesforce CRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Salesforce CRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English
  • Spanish
  • French
  • Italian
  • Dutch
  • Portugese
  • Swedish

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Salesforce CRM Comparisons

Salesforce CRM user reviews

Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 19.08.2019 Company Size: More than 100 Employees Industry: Computer Software

An amazing CRM for its abilities and best of the breed.

Read full review >
Dinesh Srinivasan
5/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 31.07.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

Best in class CRM

Read full review >
Anonymous Reviewer
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.05.2019 Company Size: More than 100 Employees Industry: Computer Software

We are very satisfied with this product

Read full review >
Mandeep
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.10.2018 Company Size: More than 100 Employees Industry: Management Consulting

It is customizable solution and extremely helpful for our business

Read full review >
Martin
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.08.2018 Company Size: 11-50 Employees Industry: Financial Services

What are Salesforce CRM pricing details?

Salesforce CRM Pricing Plans:

Free Trial

Lightning Essentials

$25/user/month

Lightning Professional

$75/user/month

Lightning Enterprise

$150/user/month

Lightning Unlimited

$300/user/month

Salesforce CRM offers four SMB and enterprise pricing plans billed annually. Give the details a look, and select your plan. You can also test Salesforce with a free demo version of the software. Start your free demo of Salesforce here.

Lightning Essentials – $25/user/month

  • Account & Contact Management
  • Opportunity Management
  • Lead Management
  • Web-to-Lead Capture
  • Email Templates
  • Task Management
  • Activity Feed
  • Salesforce Mobile App (with Offline Functionality)
  • Chatter
  • Files
  • Configurable Reports and Dashboards
  • Case Auto-Assignment
  • Case Management
  • AppExchange
  • Lightning App Builder
  • Einstein Activity Capture
  • Data and File Storage per User
  • Inbox Mobile and Desktop Apps
  • Unlimited Online Training
  • Online Case Submission
  • Standard Success Plan

Lightning Professional – $75/user/month

  • All Features of Lightning Essentials, plus…
  • Lightning for Gmail/Outlook
  • Topics and Recommendations
  • Developer Sandbox
  • Lead Assignment and Routing
  • Mass Email
  • 2 Roles and Permission, Profiles and Page Layouts
  • 1 Sales Console App
  • 3 Record Types per Object
  • 5 Process Builder per Org
  • Rules-Based Lead Scoring
  • Person Accounts
  • Order
  • Lightning Sync
  • Products and Price Books
  • Quotes
  • Contracts
  • Google Apps Integration
  • Duplicate Blocking
  • Campaign Management
  • Forecasting Mobile App
  • Lead Registration
  • 3 Campaign Influence
  • Collaborative Forecasting
  • Knowledge (read-only)

Lightning Enterprise – $150/user/month

  • All Features of Lightning Professional, plus…
  • 5 Campaign Influence
  • Sales Teams
  • Calendar
  • Opportunity Score
  • Forecasting: Custom Opportunity Fields
  • Opportunity Splits
  • Enterprise Territory Management
  • Advanced Reporting Features
  • Lightning Platform
  • Unlimited Process Builder per Org
  • Workflow and Approval Automation
  • Unlimited Roles and Permissions, Record Types per Object, Configurable Profiles and Page Layouts
  • 1 Partial Sandbox
  • Web Services API

Lightning Unlimited – $300/user/month

  • All Salesforce CRM Features and Capabilities

What integrations are available for Salesforce CRM?

Salesforce CRM integrates with the following business systems and applications:

  • Force.com
  • Heroku
  • ExactTarget Fuel
  • Third-party apps at Salesforce AppExchange
  • Service Cloud
  • Marketing Cloud
  • Pardot,
  • Desk.com
  • Analytics Cloud
  • Data Cloud
  • JIRA
  • Freshdesk
  • FinancialForce
  • LeadExec
  • Samanage
  • Zuora
  • Zendesk

Salesforce CRM average rating:

Average score
5/5 (12 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Ahmed

PROS: Salesforce provides great integrations with sales processes and it will provide you with business card, qualification stages and lot of options so you can create opportunities. You can log-in and track tasks for every opportunity from your dashboard. There are options to send and log quotes, contracts and products and you are able to set reminders and follow up activities.

CONS: When it comes to customizing features, the tool can be complicated. I don’t like that I have to customize multiple line items and tech specifications.

Reviewed 2 years ago

Read full review >

The least favorable review

Mike

PROS: Salesforce is robust and reliable solution that allows you to do everything. This is great solution for SaaS companies. With this product I can easily find solutions for every kind of issues that are business related. The UI is helpful and it has lot of benefits. You can set it up easily and it works smoothly.

CONS: Its UI looks out-dated, they could improve the design and make it more eye-catching.

Reviewed 2 years ago

Read full review >

More reviews from 12 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative
Anonymous Reviewer
5/5

Overall Impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 19.08.2019 Company Size: More than 100 Employees Industry: Computer Software

PROS: This software really helps for a better organisation at work.

CONS: The Chatter

What do you think about this review? Great Poor

An amazing CRM for its abilities and best of the breed.

Read full review >
Dinesh Srinivasan
5/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 31.07.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: Salesforce platform provides a powerful data management for any business. It ardently manages a huge amount of data for a particular person within an organization. This same data helps in delivering a personalised consumer experience. Best part of using Salesforce CRM is that it constantly upgrades eyeing future requirements. Offers simple data management that even trainees can operate easily. It doesn’t require database expertise. Allows instant synchronization with other systems.

CONS: Sometimes it is a bit costly and involves navigation complexities. Also, at times it appears a bit slow while executing large queries. Despite of this, Salesforce marketing cloud appears powerful.

What do you think about this review? Great Poor

Best in class CRM

Read full review >
Anonymous Reviewer
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 28.05.2019 Company Size: More than 100 Employees Industry: Computer Software

PROS: In Salesforce you can manage your campaigns, Data, and leads. The ability to create and customize dashboards and reports in the new Lightning version is much improved in this platform vs. salesforce classic. Salesforce allows you to create interactive, professional looking dashboards for any of the data you have in the system.

CONS: The Lightning version of Salesforce is slow compared to classic. Un-expected errors while creating VIEW in contact.

What do you think about this review? Great Poor

We are very satisfied with this product

Read full review >
Mandeep
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.10.2018 Company Size: More than 100 Employees Industry: Management Consulting

PROS: Salesforce offers great options for customization and it has great online community. The support system is great and they guided me to create an account for free and to customize it according to my needs. You can find lot of tutorials and demos, and these are greta to watch so you can better understand the software.

CONS: There aren’t lot of features for medium-sized companies, and the premium support is not open for everyone. Also, when I speak with its customer service, they always try to sell me something.

What do you think about this review? Great Poor

It is customizable solution and extremely helpful for our business

Read full review >
Martin
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 21.08.2018 Company Size: 11-50 Employees Industry: Financial Services

PROS: I like that Salesforce allows us to customize the product according to our needs and we are using it to roll out our CRM system. We can track our processes within SF and to transform workflows into digital ones. We are able to streamline huge amount of processes and to make our team more productive and efficient.

CONS: You might feel confused at the beginning if you are not familiar with this tool previously.

What do you think about this review? Great Poor

I highly recommend this product for every kind of business dealing with sales

Read full review >
Allie
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 16.08.2018 Company Size: More than 100 Employees Industry: Internet

PROS: This is perfect solution for your sales career and one of the best CRM tool I have evr worked with. There is great integration with various complementary tools such as Discover, Hubspot, Tout and others. I can add tools and apps to the current workflow.

CONS: The task management requires manual efforts when it comes to remove, shift and editing tasks.

What do you think about this review? Great Poor

We have great experience with Salesforce

Read full review >
Nathan
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 18.05.2018 Company Size: 1-10 Employees Industry: Electrical

PROS: I like that I can add new fields and objects in less time and it provides me with places to store data. I like that I can customize it according to our business needs with minimal fuss, I haven’t make all fields visible and I can use new field to keep the data from another system and some another field to apply a formula and present scoring of a contact.

CONS: There are some features that are limited. The calendar feature doesn’t allow booking meetings in different time-zones. Also, we cannot merge objects like accounts and this might be difficult if you deal with multi-location clients.

What do you think about this review? Great Poor

I have great experience with Salesforce

Read full review >
Carmen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 28.04.2018 Company Size: More than 100 Employees Industry: Internet

PROS: I really enjoy this product, it is so flexible and customizable. It allows me to keep all pertient info about accounts and keep track of team performances. Also, it allows me to manage all accounts and team members from one place. It allows me to sync Gmail with SF through Yesware.

CONS: I don’t enjoy making reports because the process is boring and there is no auto-save option. The reports we build can be easily lost while processing lot of records. Also, it can be really complicated to clean up duplicate accounts.

What do you think about this review? Great Poor

Salesforce helps us to streamline our organizational activities

Read full review >
Ahmed
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.02.2018 Company Size: 11-50 Employees Industry: Oil & Energy

PROS: Salesforce provides great integrations with sales processes and it will provide you with business card, qualification stages and lot of options so you can create opportunities. You can log-in and track tasks for every opportunity from your dashboard. There are options to send and log quotes, contracts and products and you are able to set reminders and follow up activities.

CONS: When it comes to customizing features, the tool can be complicated. I don’t like that I have to customize multiple line items and tech specifications.

What do you think about this review? Great Poor

With Salesforce we can keep everything organized

Read full review >
Lindsey
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 10.01.2018 Company Size: More than 100 Employees Industry: Computer Software

PROS: We have found Salesforce as essential solution for our organizations. We are able to keep everything organized, to pull customized reports and to integrate all our apps with SF. Also, we are able to use various plugins with SF such as Zendesk, Marketo, Octive and other. We are able to built-out an integration to publish data to SF from our app product.

CONS: In my opinion, the tool is out-dated and bit clunky and it requires lot of steps and fileds so we can submit an opportunity to close won.

What do you think about this review? Great Poor

We use Salesforce on a daily basis

Read full review >
Chalene
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 05.01.2018 Company Size: More than 100 Employees Industry: Internet

PROS: We use it in our company on a daily basis, we cannot run our tasks without this product. It is intuitive product, straightforward and easy to set up. It offers lot of opportunity for sales, reps and managing deals and options for tracking essential information like products, rates, timing, decision making, competition and customer goals.

CONS: When someone makes changes then no one gets information about those changes.

What do you think about this review? Great Poor

This is more than simple sales tool

Read full review >
Mike
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.12.2017 Company Size: More than 100 Employees Industry: Hospitality

PROS: Salesforce is robust and reliable solution that allows you to do everything. This is great solution for SaaS companies. With this product I can easily find solutions for every kind of issues that are business related. The UI is helpful and it has lot of benefits. You can set it up easily and it works smoothly.

CONS: Its UI looks out-dated, they could improve the design and make it more eye-catching.

What do you think about this review? Great Poor
Reviewed By Jenny Chang
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