Salesforce is an advanced CRM platform that enables small and enterprise businesses to use account and customer information to improve customer relations, increase marketing and sales success, and extract business data. We compiled Salesforce reviews from around the web and found that it has generally positive ratings. We also compared the most common pricing options for small businesses.
- Summary of Reviews
- Useful Resources
- Overview Video
- Ask a Question
- Top Alternatives
Summary of User Reviews
What Salesforce does well:
Users who like Salesforce said that the platform has great customizability to fit their CRM needs. They also said that it integrates well with third-party apps.
What Salesforce does not do well:
Users who gave Salesforce negative reviews said that the platform has a steep learning curve for new users. They also said that the user interface looks outdated compared to other CRM providers.
Most Helpful Positive User Review:
“Salesforce allows you to keep track of your contacts, schedule reminders, post notes, and overall is a great platform to organize your leads and accounts. The platform has a search tool that allows you to quickly and easily search for companies and contacts, preventing several reps from calling the same account.”
– Kristina Brown
Most Helpful Negative User Review:
“There is a lot of learning to be done beforehand and even when you’ve done much of it, there is still a high level of understanding needed to get the most out of the platform. Although the knowledge base is helpful, it is advisable to get a support team in, which makes the whole experience more expensive.”
– Hiten Patel
Salesforce has 4 plans ranging in price from $25 to $300 per user. The basic Salesforce IQ CRM includes basic CRM features, contact and account list management, and tracking. The higher tiered plans allow businesses to input more details into their accounts and contacts list, allowing this information to be used later on for analytics. The more advanced your plan is, the more marketing features are available to you, such as marketing campaigns and sales team collaboration.
Salesforce CRM Features
Check out the list below of Salesforce’s features:
- Lead Management: Enables users to keep track of the various stages of their interaction and level of transaction with their potential clients and customers.
- Contact Management: Lets users organize a directory of all their business contacts including their profile and contact information.
- Lead Assignment and Routing: Allows managers to assign and re-assign a lead for a particular staff to manage.
- Customizable Sales Processes: Enables businesses to customize the program based on their sales workflow.
- Sales Forecasting: Lets the user predict sales growth within an identified timeframe based on their average business performance.
Useful Salesforce CRM Resources
What is a CRM Software? — In this guide we answer questions surrounding CRM software such as what it does, who needs it, how a CRM works, and how/if it can help your small business.
Best Small Business CRM Software — Read our buyer’s guide for a comparison of the top three CRM for small businesses. We compare Insightly vs. Zoho vs. Salesforce to give you an idea of which CRM will work best for your business needs.
Top 5 Salesforce Alternatives in 2018 — If you’re not convinced about using Salesforce, check out our article on the 5 top rising competitors your sales team will love in 2018. We cover affordable systems that are easy to setup and use and provide strong sales tracking tools.
15 Ways to Improve Sales Performance — Sales performance is simply how efficient and effective your sales team is at generating sales revenue. In this guide, we included why it is important to use your small business sales CRM properly.
Best Free CRM Software — Want to use a CRM, but not willing to invest any resources? Read our guide on the best free CRM for businesses, plus analysis on what features you’ll get with each.
Salesforce CRM Overview Video
This video provides an overall background on what Salesforce can do to help businesses improve customer relations and increase their sales.
When choosing a CRM, it’s important that the software integrates with other applications your business is currently using. Here is a list of some of Salesforce’s popular integrations.
Ask the Community of Salesforce Users
Have a question about Salesforce? Ask current users of the product.