Salesforce - 2018 Review

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Last updated: Apr 23, 2018

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Salesforce

180 reviews
(5/5)

Starting from $65 Per month/user

Salesforce is a cloud-based CRM software designed to streamline day to day customer-related business activities. This is an application that has all the necessary tools and features for ensuring that sales and

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What is Salesforce? Updated: Apr 23, 2018

Salesforce Overview
Salesforce is a cloud-based CRM software designed to streamline day to day customer-related business activities. This is an application that has all the necessary tools and features for ensuring that sales and marketing are addressed in the best ways possible. A company that has a marketing team can take advantage of this application and use it to share information and collaborate for improving overall company performance.

Salesforce Average Rating -
The average rating of Salesforce is 5 stars. The rating is based on 180 aggregated online reviews.

Salesforce Typical Customers
Salesforce is ideal for individuals as well as companies. Large and medium companies with a wide client network will benefit more from using this software. This is more of a business management program that can facilitate in efficient organization of business tasks. Customers are able to track their queries using the portal that is provided specifically for them. There is a social media plugin that would be useful in social marketing.

Salesforce Features
Salesforce can help your business achieve its goals and objectives smoothly. The CRM software is quite versatile and includes a number of essential features like Marketing Cloud, Service Cloud and Sales Cloud among others. With all these features, you will be able to market your products or services to your target audience and be able to follow up on any leads. In addition, Salesforce supports tracking and monitoring sales and deriving various marketing strategies, including the use of social networks. Salesforce sends out real-time notifications to ensure that users are always up-to-date.

Salesforce 3 Pros
  • Salesforce has an AppExchange which makes it quite a comprehensive CRM
  • Salesforce is web-based and not installed on your computer, therefore you will not be forced to make constant upgrades
  • Salesforce is intergared with most of the common applications including Outlook, Google Apps and much more

Salesforce 2 Cons
  • The Salesforce interface allows too much customization, which might be time consuming
  • Since Salesforce is cloud based, you cannot access it while offline

Salesforce Alternatives
Two of the main competitors for Salesforce are Netsuite CRM and Oracle CRM.

Netsuite CRM is focused on the full cycle of customer management. This includes lead & opportunity, sales & fulfillment, renewals, as well as up-sell & cross selling opportunities. It comes as a cloud based solution with mobile device access, and allows companies to easily customize the solution to meet their business requirements. Additionally the product also supports sales forecasting & commissions, a customer support function, marketing automation tools as well as a social collaboration platform.

Unlike Netsuite CRM, Salesforce CRM offers a cloud based solution for companies with a free trial. There is Sales Cloud for sales force automation, Service Cloud for customer support, Marketing Cloud for marketing automation as well as Community Cloud for social collaboration. Additionally there is a dedicated tool Work.com for sales performance management.

Oracle CRM on the other hand while it addresses the sales, service, marketing and social collaboration aspects of CRM, it also supports the configure, price & quote cycle as well. This allows companies to improve product selection to target customer requirements, create quotation pricing for better conversions, as well as configure workflows to adapt to a changing customer base. Additionally the product supports easy integration to other enterprise software as well.

In comparison while Salesforce does address a number of these areas, an important difference is its modular pricing structure which allows companies to choose which aspect of the customer management process they want to manage. Additionally there is an App Exchange which helps customers add productivity tools to enhance their CRM product as needed.

Salesforce Pricing Information
Salesforce has various editions to choose from, namely: Contact Manager, Group, Professional, Enterprise and Unlimited. Prices start from $5 and you will be charged depending on the version you pick.

Is Salesforce the right software for me?
SalesForce is a product that supports vast CRM functionality, and we at ITQlick.com certainly recommend adding it to your short-list in case your required solution should focus on the following modules: sales and marketing automation, customer service, and knowledge management. If your organization needs software that supports features such as help desk or call center, then we think that SalesForce is less suitable for you, and we will be happy to recommend a solution that better matches your business.

SalesForce is intended for supporting a wide array of industries, such as research and management, banking, and retail and wholesale, to name a few. Yet, its core functionality does not support non-profits activities which are only offered as an add-on is some packages.

Salesforce is best fitted for small, medium, and large organizations that are not limited to an on-premise deployment model and can incorporate a cloud-based solution.

25 MUST Ask Questions Before Buying CRM Software

The prime purpose behind investing in the software solution is to boost efficiency and growth. Ask the software vendor (Salesforce.com) how their business app would improve efficiency of your enterprise.
Salesforce has tremendous exposure to different companies. They offer the same type of software to different industries, so they are better aware of who is doing what with their technological product. This also helps them understand and foresee what’s really working. Allow them to share their observations so that you get an ideas about their experience, expertise, and intelligence. This will also be an opportunity to identify the service providers who come up with the most insightful suggestions.
Perhaps your business is growing, will expand in the future and your CRM requirements with it. So you would be interested to know if Salesforce is scalable and can grow with you. It’s no use investing in a solution that can be scaled.
Each business has different needs. Yours is no different. When it comes to selecting a software solution, you are looking for a tool that can be easily customized and configured to cater to your specific business needs. So you want to understand if Salesforce you want to buy is easy to customize.
Such a community forum is the best way to engage users. Getting access to Salesforce forums can help new or proposed users connect with product experts through peer-to-peer discussions.
Salesforce should answer how their business software will improve your bottom line and ROI.Most service providers make tall claims, so you want to make sure you get your hands on the best solution.
Before choosing a business app, you want to understand that the implementation would be smooth. So you should be interested to find out about the person responsible for handling the implementation process. Do not hesitate to ask Salesforce about their qualifications.
A good software vendor should be able to show you a positive track record with their implementation strategy.Try to find out if Salesforce method is structured. Your purpose should be to look for one that is structured and flexible to adapt to unexpected situations.
The software vendor should give you a structured data conversion methodology that will enable smooth migration of your information to the new system.
A growing business is always in need for expansion and integration with thrid-party apps is a part of the growth model. When it comes to choosing software, make sure the business app provides an application programming interface for easy integration.
Ask the software product vendor if the tool will allow you to export data to an external file or import data from external sources.
Ask the software vendor (Salesforce.com) if the software package includes consulting hours. Do not hesitate to ask if there are any hidden charges involved.
You do not want to be caught unawares when a software vendor sends a technician to resolve an issue that may crop up due to varied reasons. You want to make sure the charges are reasonable. Better still, you should be aware of what needs to be paid to the technician sent by the vendor to fix a problem.
You do not want to fall in love with the front end unless you are 100% sure that the software is compatible with your existing system. Ask the software vendor is you need any specific hardware to install the software. Will the business application run on your existing workstations. How much space will the software take on the disk drive? Is there a need for RAM upgrade to successfully run the software for optimum performance?
You should enquire about the cost of having more than one terminal in your store. While some software vendors charge on the basis of the number of store locations, others charge per terminal.
When you are looking for a software solution, make sure you know if the vendor charges any fee to get you started. You should also be interested to know if there are any software maintenance charges for you to pay.
Your business is accountable to customers, regulators, employees, and partners. So you should look for one software vendor who has adopted a comprehensive, technically sound security and compliance program. Does the vendor map your needs for security controls?
Data loss can prove extremely risky for any business. So you should always ask the vendor about their backup policy. How often is data backed up and what is the cost for the same?
What is the software vendor's policy on disaster recovery? Are any charges involved for disaster recovery support if a catastrophic hardware failure affects your system?
How easy is the software to work on? Is it user friendly for your end users? Does it involve any complexities that are difficult to understand for the team? Even a feature-rich solution is of no use if end users find it difficult to use.
Salesforce.com should clearly mention whether the solution is complex or simple to use. If it is not an easy-to-use software solution, then do they provide training? What is the level of training your team requires to make the most of the solution?
You will be interested to know about the software updates. When is it updated? Does the service provider notify customers when the upgrades are scheduled? Does the software work when the upgrades are under way? How long does the process take?
You should be interested to enquire about how an issue is handled at the side of the software vendor. Do not hesitate to question about who will respond to your emergency calls. What is their experience in software industry?
If the software vendor is widely popular, chances are that they have a good product. So always check their client base to measure their product's competence in the market.
Testing is crucial to ensuring that the software runs as promised. So you should try to find out if the vendor offers any free trial runs or try before you buy the product. By testing the concept first, it gets easier to understand the software product's functionality and allay fears before signing a contract.

Salesforce Categories


Specifications

Company:
Address: Salesforce.com Inc, Market Street, San Francisco, CA
Customers: Small business, Medium business, Large business
Business Area: Customer service, Marketing, Sales management, Service management
Platforms: Desktop, Mobile, Cloud
Operating Systems: Mac OS, Windows, Linux

Video


Salesforce Features

Salesforce - Top 10 Alternatives and Competitors

Two of the main competitors for Salesforce are Netsuite CRM and Oracle CRM.

Netsuite CRM is focused on the full cycle of customer management. This includes lead & opportunity, sales & fulfillment, renewals, as well as up-sell & cross selling opportunities. It comes as a cloud based solution with mobile device access, and allows companies to easily customize the solution to meet their business requirements. Additionally the product also supports sales forecasting & commissions, a customer support function, marketing automation tools as well as a social collaboration platform.

Unlike Netsuite CRM, Salesforce CRM offers a cloud based solution for companies with a free trial. There is Sales Cloud for sales force automation, Service Cloud for customer support, Marketing Cloud for marketing automation as well as Community Cloud for social collaboration. Additionally there is a dedicated tool Work.com for sales performance management.

Oracle CRM on the other hand while it addresses the sales, service, marketing and social collaboration aspects of CRM, it also supports the configure, price & quote cycle as well. This allows companies to improve product selection to target customer requirements, create quotation pricing for better conversions, as well as configure workflows to adapt to a changing customer base. Additionally the product supports easy integration to other enterprise software as well.

In comparison while Salesforce does address a number of these areas, an important difference is its modular pricing structure which allows companies to choose which aspect of the customer management process they want to manage. Additionally there is an App Exchange which helps customers add productivity tools to enhance their CRM product as needed.

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