Salesforce is an advanced CRM platform that enables small to enterprise businesses to use account and customer information to improve customer relationships, increase marketing and sales success, and extract business data.
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Salesforce has 4 plans ranging in price from $25 to $300 per user. The Lightning Essentials 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.
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Summary of User Reviews
What Salesforce Does Well
Users who recommended Salesforce said that the platform has great customizability, allowing them to do various app integrations. They also shared that reports generated with the software are very helpful. Users said that the app provides a holistic sales and marketing experience, which allows for more efficient workflows.
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 They also said that the user interface looks outdated compared to other CRM providers.
Which CRM Is Best For You?
Most Helpful Positive User Review
“Salesforce is one of the best platforms for keeping track of all sales-related information. The reports are one of the best features that provided our company with business analytics to understand where we need to improve sales processes. Being from the marketing team, the main benefits are the import wizard, campaigns, and reports. I’m pleased with the Hubspot to Salesforce integration that allows marketing activities to show up on leads/contacts in Salesforce for reps to see.”
– Natasha Tieman
Most Helpful Negative User Review
For small scale business, the standard product may not be usable as is. Lot of customizations would be needed in such a case, which adds to cost of development. Pricing is exclusive of the third party tool which it integrates too, that makes it costly for small scale business.
– Fullon Baan
Check out the list below for some 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.
- And More
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