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Avash K.
Information Technology and Services, 1-10 employees
Used daily for 2+ years
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My overall experience with Salesforce Sales Cloud has been exceptional. It's easy to implement, maintain and teach others to use it. The functions and flows are intuitive and easy to navigate once we get some experience. I highly recommend Salesforce Sales Cloud to every business as it can be used by businesses of any size.
While there is a bit of a learning curve - Salesforce has exceptionally good and intuitive flows we get used to it. Another thing I like very much about Salesforce Sales Cloud is its scalability. Any business size can use it and scale it as the business grows which is rare in other CRMs as most are dedicated to certain business sizes. It is also flexible and customizable. I have set it up for a few...
I don't think there is much to dislike about Salesforce Sales Cloud - I think the pricing for small businesses can be better. Also, there is a bit of a learning curve but that's okay as of all CRM I have used to date - Salesforce was relatively easier to learn.
Richard H.
Insurance, self-employed
Used monthly for 6-12 months
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It seemed to have a lot of contacts but you need to be willing to invest a lot of time in this program.
This company has attempted to hold me hostage to purchase another year of their service which I don't want. Apparently, there is a clause in their agreement that you must notify them in writing 90 days before your current expiration date that you do not wish to renew their service. Of course, they don't mention that when you purchase the product. So as I notified them today that I no longer need them they tried to trap me. I don't do business with these types of immoral companies. Their service is not cheap and I willingly bought it for one year. I will not be held hostage by these crooks.
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Computer Software, 1-10 employees
Used daily for 1-2 years
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Salesforce Sales Cloud has helped us solve several problems in our business. Before using the platform, we had difficulty tracking leads and sales opportunities, as well as identifying growth opportunities in our existing customer base. Salesforce Sales Cloud has helped us solve these problems by providing a comprehensive, integrated sales management solution that allows us to easily track leads, opportunities,...
Intuitive and easy-to-use user interfaceWide range of sales management features, including contact management, opportunity management, lead management and sales forecastingCustomisation of the interface to suit the needs of the businessSeamless integration with other applications and services, including marketing automation toolsReal-time tracking of sales performance and targetsComprehensive customer relationship management (CRM) with integrated customer service and marketing capabilitiesAccess to quality customer support, with online training and documentation resources available
High cost of the solution, which may not be affordable for small businesses or businesses with low budgetsNeed for customisation and configuration to meet business needs, which can be time-consuming and require technical skillsComplexity of the platform, which may require training and expertise for optimal useLimitations in customising reports and dashboardsSome advanced features are only available in the more expensive editions of Salesforce Sales Cloud.
Yan B.
Transportation/Trucking/Railroad, 5,001-10,000 employees
Used weekly for 6-12 months
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Overall, my experience with Salesforce Sales Cloud has been extremely positive. The platform has helped us to streamline our sales processes and improve our team's efficiency and effectiveness. While there have been some challenges in terms of customization and cost, these have been outweighed by the benefits of the software's powerful features and user-friendly interface.
Salesforce Sales Cloud is an incredibly powerful and versatile sales management tool that has helped me streamline my sales processes and improve my team's productivity. One of the things I like most about Sales Cloud is its intuitive interface, which makes it easy to navigate and use even for those with little to no technical experience. The platform's robust reporting and analytics features also provide valuable insights into our sales performance, enabling us to make data-driven decisions and improve our overall strategy.
While I have had a largely positive experience with Salesforce Sales Cloud, one area where I have encountered some difficulty is in customizing certain features to fit our specific business needs. While the platform offers a wide range of customization options, these can sometimes be complex and time-consuming to implement. Additionally, the cost of the software can be a barrier for smaller businesses or those with limited budgets.
Ryan S.
Machinery, 51-200 employees
Used daily for 2+ years
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I once was a raving salesforce fan. That ship sailed. I am no longer much of a fan. The product has gotten too complicated for smaller business units. They don't need all the features. They don't need the price. The monthly cost is one thing. The set up and integration costs are huge. Can't bring myself to spend the money for that when other options are more than viable and more than competitively priced.
I've been a salesforce administrator 3 times. At one of the companies we integrated nearly everything into salesforce. The joke was the janitor couldn't take out the trash without a salesforce entry. It does some things well. But, over the years it has become too bloated. Small companies just don't need all the functionality and costs.
The cost has gotten too high. There are competitors on the market that do it very well for a lot less. Programming used to be pretty easy. That has gotten more difficult over the years. To the point where I am no longer a fan. I am a firm believer in CRM. I built my first CRM from scratch in 1988. There was no shrink wrap back then. But the program has gotten bloated and suffers from mission creep.
Brett J.
Automotive, 11-50 employees
Used daily for 1-2 years
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I would 100% recommend Salesforce to any sized company seeking growth based around goal-setting and team collaboration. Whether your employer has a team of 2 sales people or even 200, salesforce is the only sales tracking, data management CRM you will ever need as the accessibility and individual components that are offered to each individual user are an incredible value for what the true cost is to use Salesforce. Our overall sales have boosted an additional 20-30% as a result of switching over to Salesforce!
Salesforce is not only extremely user friendly but very beneficial to all sales associates within a set group as the reminders, sales tracking database, task manager, and calendar features have become integral components of each salesman's daily routine here at our dealership. Where we work in such a fast paced environment that's constantly changing and evolving, it's crucial to keep everyone on our Sales team on the same page regarding where vehicles stand within the sales/finance/service process to ensure we maximize every potential deal and are able to turn units as quickly and efficiently as possible with cost effectiveness in mind.
There are no cons to using Salesforce that I have encountered yet as the software has been incredibly useful so far in keeping my Sales team updated, punctual, converting more leads, and more invested in their work output but having daily reminder's set to to held each Salesman accountable for their daily tasks and follow ups.
Emily S.
Human Resources, 201-500 employees
Used daily for 2+ years
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If you are a brand new Salesforce customer, regardless of your company size, MAKE SURE YOU RESEARCH AND HIRE A SOLID AND TRUSTWORTHY TEAM TO SETUP YOUR INSTANCE out-of-the-box and that THEY DOCUMENT DOCUMENT DOCUMENT everything they've done within SFDC. Also, PICK YOUR ADMINS, POWER-USERS, AND DEVELOPERS CAREFULLY AND MINDFULLY! Do NOT let inexperienced/basic users have admin rights. SFDC is SOOOOOOOO...
I LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities. I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.
I'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.
Sarah H.
Marketing and Advertising, 1-10 employees
Used weekly for 2+ years
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We are using Salesforce to streamline new business leads and nurture leads into actual sales. We are able to analyze, vet, engage, and track the progress of the new leads we receive from our Facebook lead gen ads. Salesforce integrates directly into Facebook's Business Manager and automatically imports new leads in real-time. We are also able to see the cost per lead acquired and other rich insights from our Facebook and Instagram ad campaigns that get directly populated into our dash.
Salesforce is one of the most powerful and sophisticated CRMs available. The onboarding process and demos with the reps were exceptionally helpful. The reps really took time to understand our CRM needs, our workflow process, and how we can best utilize/adopt Salesforce into our new business department to grow revenue and track progress. The tool is completely customizable and has very advanced marketing integrations within the cloud. The ability to track leads and history (who followed up and when) and add notes and assign leads to specific people makes the entire workflow so much more efficient. It's worth the price tag if you take advantages of the features.
We wish the marketing cloud add on wasn't so expensive. There are many tools available that offer the same features such as Sprout Social and Hubspot. However, the price was a little steep for the $6,000. I also wish pricing was a bit more transparent. The discounts and contract lengths have been very inconsistent in our experience.
santosh b.
Automotive, 10,001+ employees
Used daily for 2+ years
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The overall experience with Salesforce Sales cloud was excellent. We are using Sales cloud to capture Lead generations using Web-to-Lead models, etc. A lot of features can be implemented using available out of box functions. There is less customization needed using the developers help to reinvent the wheel again and avoid more issues and downtime to release.
Salesforce has a lot of features which we can use right away and has the benefit to build many automations and integrate other systems on the Salesforce platform with less hassle and more reliable way. Salesforce provides more ways to implement new things in the system using best practices.
Salesforce support can be more quicker than current turn-arounds. The pricing could be less with purchasing more bundles in the Salesforce platform. The UI can be more better with changing color palettes and make the UI changes more quicker avoiding cache issues on the browser.
Brent W P.
Information Technology and Services, 51-200 employees
Used daily for 1-2 years
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My overall experience was frustrating and the lack of support only clouded the quality of the product. When we ask for support we were told we had to go to a third party to get any help on our implementation. This was not clearly communicated when we were sold the software.
Saleforce is the standard for the industry and has a price tag to match. When we implements Sales force we had 2 sales people and 6 PM’s that used it. The customization and automation where fantastic features and of great benefit. The sales to customer success migration was also a valuable feature for us.
The software was expensive and the sales person made licensing sales complicated and confusing. Once we were sold on the software our sales person disappeared and we had another rep who basically said deal with what you have. We wanted to change our model around but at the time Salesforce did not let us do this. We let the license expire and moved to another product
William S.
Professional Training & Coaching, 1-10 employees
Used daily for 2+ years
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Once we started using Salesforce, we have increased our repeat business from our existing clients and our conversion rate from the leads and referrals we receive has skyrocketed. We are able to tailor our offerings to the prospects specific needs and their response has been overwhelmingly positive. We often get comments about how they feel like we understand them better than our competitors.
Salesforce is probably the most functional CRM tool on the market, and one of the easiest to set up and use. It worked right out of the box, and we have continued to expand the features we use. One of the best things are all the plugins available, which allow you to customize the environment to fit your business' specific requirements. Our revenues have doubled consistently year-to-year and our customer satisfaction ratings have improved dramatically since we began using Salesforce. My team has threatened to revolt if we ever consider moving to a different platform.
The licensing structure favors larger organizations, but the fees we pay are still reasonable for the value we get from the product.
Evan R.
Nonprofit Organization Management, 11-50 employees
Used daily for 2+ years
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Great! If possible, I recommend ensuring you have someone in-house with at least 3 years experience before deployment. We contract a Salesforce Developer who aids non-profits specifically to aid in back-end matters.
I love that it has given our non-profit a space to grow into. Too often, non-profits find themselves barred by limits placed on the number of Contacts being retained. Most pricing is based around this figure which is tiresome when you are looking to gain momentum without having to have constant upgrades. Salesforce is massive and delivers in what it says it will do.
It is challenging to learn. I would have appreciated options for non-profit teams to have discount pricing on trainings with use. This would have provided for shared trust in the CRM, rather than knowledge given to a few who then became internal advocates for the system.
Mark D.
Higher Education, 201-500 employees
Used daily for 2+ years
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Automation of common tasks saved us time. Documenting conversations and tracking new data gave us the ability to work with the right person at the right time. 3rd party apps were easy to find and integrate into our business processes. Saved time by building drip campaigns during the recruiting process. Adding new fields meant we could be agile in implementing new ideas and pilot projects.
Customizable - allows organizations to track anything and everything Automation - easy to build workflows to automate repetitive tasks Security - can control access to fields, records, or entire objects by user type. Access and security are vital and easily maintained and deployed Innovative - Salesforce is consistently voted one of the most innovative companies in the world. Quarterly releases...
Can be difficult to use and learn, particularly for administrators. Maintaining documentation is vital and is left to the organizational administrators without much advice from Salesforce. All the possibilities can be overwhelming for new users and administrators.
Alley S.
Health, Wellness and Fitness, 11-50 employees
Used daily for 2+ years
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I use it daily. I live in salesforce and I'm in marketing. I use it to keep up with my team and to try to use chatter to highlight what is working and showcase certain accounts. I also like to follow the wins and losses to try to get a feel for where we can improve.
Everything. I love salesforce. I love its ease of use, navigation, walk-me, training, integration, features, functionality, you name it. Chatter is my favorite feature and once adopted by organizations you see the whole organization migrate to making salesforce their homepage. I love the adaptation the teams have to it and that you can customize your dashboard so sales, marketing, integration, and other teams can all use it as they need to.
The cost, and sometimes Salesforce does not do a good job of showing the interoperability it has. There are so many features that make it a one-stop-shop for companies large and small, but it seems if the product is sold as a sales tool, it remains that way instead of showing the integration options for marketing and other teams.
Kylee L.
Facilities Services, 1,001-5,000 employees
Used daily for 2+ years
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If you or your team does not have the time to fully invest in training and learning the platform to a deep extent, than this software would be a waste for you. I would recommend speaking with a SalesForce consultant about the different reporting, campaigning, sales, etc. capabilities before making the investment. Though the Customer Support side of SalesForce, in terms of issue resolution, have not been helpful, the SalesForce sales team is very knowledgeable and give honest opinions on what different functions, plans, etc. they would recommend to fit your specific needs. The sales team has actually saved us money by showing us how to more efficiently manage our plan with them.
The reporting capabilities of SalesForce, especially now that they have switched over to the new Lightning experience, are a great asset for companies looking to track business development activities. Sales funnel reporting, gain-loss reports, call/meeting/email recaps, project lists, budgeting and customer contacts - SalesForce is your "one stop shop" for all of these reporting functions! My team has also loved having the ability to sign up for monthly emails that are based off of reports they have set up within SalesForce. This allows them to track any progress, trends or issues that need to be addressed upfront. My team has also enjoyed the email campaign tracking, which works in conjunction with the Pardot platform.
SalesForce is not an intuitive software to use and is not easily learned by all members of my team. This is what I like least about the software. Beyond that, customer support has been less than helpful. My team and I have often had to do our own research on Google and YouTube for solutions to problems the SalesForce Customer Service could not help us with. This platform takes a considerable amount of training to really be able to grasp its reporting and data entry capabilities. Beyond that, this product is not cheap! It is worth the investment for larger organizations, but I am not sure it is worth the cost for smaller companies.
Prakash Chandra S.
Animation, self-employed
Used weekly for 1-2 years
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For many years, organisations of all sizes have used Salesforce Sales Cloud, a well-known and reputable CRM solution, to manage their sales activities. Numerous companies have praised Salesforce Sales Cloud and found it to be an effective tool for streamlining their sales operations and increasing their bottom line.The extensive feature set of Salesforce Sales Cloud, which includes tools for lead management,...
Features that cover every step of the sales process are available in Salesforce Sales Cloud, including lead management, opportunity management, forecasting, reporting, and more.Salesforce Sales Cloud is quite adaptable, enabling firms to customise the programme to meet their unique demands. Additionally, it has a strong app store where users can add extra functionality.User-friendly interface: Salesforce Sales Cloud's user interface is simple to use and intuitive, making it easy for sales teams to adopt and use.Salesforce Sales Cloud is appropriate for companies of all sizes since it is scalable. It can be used by teams of any size and can manage massive volumes of data.
Steep learning curve: Despite being user-friendly, Salesforce Sales Cloud still has a steep learning curve, especially for people who have never used CRM software before.Salesforce Sales Cloud has data limits, so companies may need to upgrade to a more expensive plan or buy extra storage space to meet their expanding data needs.
Shane H.
Accounting, 10,001+ employees
Used monthly for less than 6 months
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Salesforce Sales Cloud is a popular customer relationship management (CRM) software that helps businesses manage their sales processes, streamline their operations, and improve their customer relationships. Overall, the experience with Salesforce Sales Cloud can be positive, with many users reporting increased productivity, better customer insights, and higher sales revenue.One of the key benefits...
Salesforce Sales Cloud is a popular customer relationship management (CRM) software used by businesses worldwide. Here are some of the most liked things about Salesforce Sales Cloud:User-friendly interface: The software has a clean and intuitive interface that makes it easy for users to navigate and find what they need quickly.Customizable dashboards: Salesforce Sales Cloud allows users to create customized...
While Salesforce Sales Cloud is a widely used and highly rated CRM software, there are some aspects that users may find frustrating or dislike. Here are some of the most commonly reported complaints:Steep learning curve: The software can be complex and challenging to learn, particularly for users who are new to CRM or have limited technical expertise.Price: Salesforce Sales Cloud can be expensive,...
Neha J.
Marketing and Advertising, 1-10 employees
Used monthly for less than 6 months
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Salesforce Sales Cloud has improved our sales process, despite an initial learning curve. The platform excels at managing leads, tracking opportunities, and forecasting sales, resulting in an overall positive experience.Business Problems Solved:Enhanced lead management: Streamlined capturing, qualifying, and converting leads.Improved team collaboration: Facilitated better communication and information...
Pros:Scalability: Sales Cloud caters to businesses of all sizes with its robust, flexible platform.Feature-rich: With lead management, opportunity tracking, forecasting, and more, Sales Cloud empowers data-driven decisions.User-friendly: Its intuitive design, drag-and-drop functionality, and customizable dashboards enhance user experience.Seamless Integration: Sales Cloud easily connects with existing tools through APIs and pre-built integrations.Customer Support: Responsive representatives and a valuable user community provide excellent support.AppExchange: The marketplace allows for customization and expansion of functionalities to suit specific needs.Salesforce Sales Cloud is an impressive CRM that streamlines operations and drives business growth.
Cons:Learning Curve: Initial setup and customization can be complex, requiring time and effort to master.Cost: Pricing can be high, particularly for small businesses or those requiring multiple add-ons.Overwhelming Features: The vast array of features may be overwhelming, leading to underutilization.Customization Limitations: Out-of-the-box configurations may not meet specific needs, necessitating additional development.Integration Challenges: While many integrations are smooth, some may require custom solutions, increasing complexity.Salesforce Sales Cloud's cons include a steep learning curve, cost, overwhelming features, customization limitations, and occasional integration challenges.
Nicholas F.
Consumer Goods, self-employed
Used daily for 1-2 years
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Salesforce is a powerful CRM and cloud computing platform, providing a wide range of tools for businesses to effectively manage customer relationships and automating many of the processes and tasks related to customer service and sales. The platform is very user-friendly and easy to use, making it a great choice for companies of all sizes. The intuitive interface and straightforward navigation make...
1. Unparalleled Customization: Salesforce provides unparalleled customization capabilities that allow users to tailor the platform to meet their specific business needs.2. Automation: Salesforce enables users to automate key processes, such as lead capture and customer support, to save time and increase efficiency.3. Easy Integration: Salesforce has a platform-agnostic integration strategy that makes...
1. Cost: Salesforce can be expensive depending on the type of license you require.2. Limited Customization: Salesforce does offer a lot of features, but it can be limited when it comes to customization.3. Complexity: Salesforce can be complicated to understand and use, so it may require a lot of training for new users.
Boyd P.
Computer Software, 11-50 employees
Used daily for 2+ years
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We use Salesforce both as a CRM internally and also a platform to release our web-based software. It's a solid CRM and a solid platform, but it does have some major limitations that really cause us to question our decision to go with Salesforce. The first is the lack of a native backup solution. Salesforce instead asks you to work with third-party backup solutions which are incredibly expensive. If...
Extremely customizable and extensibleEasy to build custom objects, fields, relationships between objects, etc.No-code Flows offer an ability to automate your system without resorting to Apex codeAppExchange offers multiple tools to expand your org's usability and integrate with other web-based applicationsMassive infrastructure and widespread adoption increases ability to interact with other web-based applicationsLarge 24/7 support teamPermissions are very granularStrong API support with capability to update org metadata using VS Code and other toolsHIPAA/HITECH/SOC certified
No native backup solution (and if you ever need to restore, good luck!)Very expensiveComplicated licensing and versions (Standard, Enterprise, Unlimited, etc.)Permissions are endlessly complex to configure and maintainEndlessly complex to maintain (private vs public list views, related lists, page layouts, lightning layouts, sharing settings, Flows, reports, dashboards, etc.)Salesforce make changes on a quarterly cycle which can impact your business processesInconsistent platform behaviors (Classic vs Lightning)Limitations can be incredibly frustrating, often with no workaroundsNot an ideal solution for small companies
Jamie C.
Computer Software, 11-50 employees
Used daily for 2+ years
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Salesforce Sales Cloud product is an essential part of our day-to-day operations. Not only is it incredibly intuitive, but it also has so many options for customization to our business. I find that if I think of it, I can build it with Sales Cloud. There is always support if we run into any technical issues and training materials to aid in our implementation and learning processes. Overall, it's a great value for the money, especially when one considers that you can pay per license and pay significantly less than other products.
Sometimes, we could get so impressed with what Sales Cloud could accomplish that we would get carried away and over build what could have been a simple solution. It's important to understand your business thoroughly and get familiar with the tools so as not to overbuild.
Sam W.
Mechanical or Industrial Engineering, 51-200 employees
Used daily for 2+ years
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Even though it's super expensive and you often need bolt-ons (paid or not) to do things that you think should be standard functionality, the fact it's so customisable and easy to use makes those additional headaches and annoyances go away.
Sales Cloud is immensely customisable. Out of the box it has solid features but the ease at which someone can learn how to customise the system, all the way to building custom objects and flows is incredibly valuable. It's super easy to use as well
It has some really daft issues, like sorting line items in a Quote needs a free appexchange program and even that's unreliable (with some users seeing different ordering). It also has very limited Quote template customisation, so you're pretty much forced to pay for a plugin like Conga Composer. It's very expensive and although there's lots of bolt-ons, it's all at increased cost.
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Financial Services, 11-50 employees
Used weekly for 2+ years
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With the popularity and pervasiveness of Salesforce, it probably deserves a spot on most people’s shortlists. Its longevity and interoperability with many other line-of-business systems make Salesforce a solid candidate. However, I can think of many instances where an organization would be better served by a niche product such as DealCloud or HubSpot.
Salesforce is undoubtedly the 800-pound gorilla in the CRM realm. Investments into an ecosystem that is ubiquitous and ever expanding are usually calculated good bets. Salesforce itself offers many vertical and horizontal integrations, and there is no shortage of 3rd party products and service providers. Salesforce Trailhead, its online academy, offers extensive self-paced tutorials and courses at a very competitive price: FREE. So getting ramped up on Salesforce is relatively accessible.
Out of the box, Salesforce is more of a framework than a complete solution. Some level of configuration is necessary for all but the simplest implementations. While a well-planned implementation may fit like gloves, a mediocre one will hinder usability and user adoption. On top of its above-average licensing costs, the total of ownership tends to be the higher end.
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Computer Networking, 1,001-5,000 employees
Used daily for 2+ years
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Brought in a lot of clarity in forecasting sales and lead volumes Made data storing organized. It is our one-stop-shop for all sales and marketing-related information
Helps maintain account and lead level data connected (hyperlinked) Easy storage of every information at all stages of the sales funnel Intuitive reporting and dashboard
High price Complicated implementation Customer support is not as great as HubSpot
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Financial Services, 1,001-5,000 employees
Used daily for 2+ years
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It is a cloud-based CRM solution One of the greatest CRM systems available today is Salesforce CRM, and it truly is the best. An application designed to help with service management, marketing, or sales. Everything we do revolves around that. Previously, we've used various applications to provide our customers and accounts with a complete picture. Because of this, the manner we conduct business with our customers has changed. We can easily track and send out orders to our consumers because it's so simple! My favorite feature is how simple it is to use and how many devices it can connect to at once. It is used by many people to obtain training and education from several sources. It records everything that happens around it.
Salesforce CRM is one of the top customer management systems in the world right now. Because it reduces the amount of labor our employees must complete, this platform ultimately benefits our company's efficiency. This platform appeals to me due to its ease of use and appealing user interface. To make it even easier to use, personalizing this platform is a crucial part of the process. The slick dashboard...
- If Salesforce isn't used effectively, it can hurt a company's growth and development. This isn't a usability issue, but I believe that Salesforce should consult with all its customers about the unique units they require and make the system more extensible as the company expands. - More thought and planning are needed to make announcing more natural, as well as to value the equipment. If the dashboards were simpler to read, the interface would be more intuitive. Additional features, such as the ability to alter reports, would be welcome. The customer who made the record may no longer be with us. You can't make modifications to a record if the record owner is changed by an administrator.