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Customer Service & Field Service Management Solutions
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Recommended
Naga kiran C.
Software engineer
Computer Software, 5,001-10,000 employees
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Naga Kiran: I'm Naga Kiran. I'm technical lead working in L&T Infotech. Our company is in technical side....
Narendhar R.
Software Developer
Banking, 10,001+ employees
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Narendhar R.: Hi, my name is Naren. I'm working as a lead software developer in financial industry. And...
Romy A.
Staffing and Recruiting, 1,001-5,000 employees
Used daily for 2+ years
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SalesForce is a great tool that will help small to big companies in driving revenue, and helping each company drive results and performance to each client in their business development, recruiting and lead generation efforts in just a short span of time.
We've been using SalesForce for roughly 3 years now, and it helped us drive great ROIs due to its easy usage in terms of data entry, categorizing each client or candidate, and also the functionality it provides such as mass emails that we can add HTML codes to make it look personalized or targeted, and also the option that let us see if a client or candidate already opened the email we sent. Our Academy, BD, and Recruiting department drove great revenue because of this, and SalesForce did a great job in helping us drive sales, and place candidates to our clients in a short span of time.
What I least like about SalesForce is its downtimes. The only drawback I experience from SalesForce is the time to time down time it causes, but that was just minimal and not often so no harm really made.
Ami S.
Computer Software, 51-200 employees
Used daily for 6-12 months
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Really enjoy working with the service. It's easy to manage and integrations are great
Integrates well into existing Salesforce CRM Very customizable Great reporting tools good email-to-case and web-to-case capabilities
requires a salesforce administrator since nothing comes out of the box
Justine B.
Financial Services, 11-50 employees
Used daily for 2+ years
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We chose to move to a competitor after being a client for 7 years. Our reasons were based on poor communication and delivery in our region South Africa). The emphasis being on a really poor communication and implementation service experience over the period.
At first it represented a really good customisable solution.
Since its launch many more competitors have arrived. These competitors are offerring tailored solutions and proactive communication at far better prices. My feeling is Salesforce has fallen behind as a service and its pricing is no longer competitive. This is particularily noticable when you need to communicate with salesforce post implementation and you simply have a web interface rather than direct communication.
Verified reviewer
Banking, 1,001-5,000 employees
Used daily for 2+ years
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Overall a tremendous fan of Service Cloud and all of the product offerings from Salesforce.
It's a great business solution when set up properly. We're able to use it as a single platform for all contact center needs as it fully integrates with our CTI system as well
The ramp up period for users to adopt and fully use the platform can take some time. It's not always user friendly, but once the users get the grasp of it, it increases productivity
Shalom L.
Nonprofit Organization Management, 11-50 employees
Used weekly for 2+ years
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You can manage all your needs according to your company and needs. and mainly it is that all the information is unified together in the same place
Like all other systems, this is a platform that requires training to really know how to use it and get the most out of it.
Jennifer B.
Financial Services, 11-50 employees
Used daily for 6-12 months
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I love that I can manage our sales team's goals vs. actuals all in one place. I can see exactly where each prospect/opportunity is in the sales process, who the contact is and information about the company all on one screen. With the links that let me get more information about each of those areas, it's a seamless process.
I love that, compared to Salesforce Classic, I can see all of the information about the Prospect or Client that I need all on one page. I don't have to go from one page to another
It's not like any of the other CRMs that our sales team has used so there was a bit of a training curve for some of them.
Patrick C.
Financial Services, 11-50 employees
Used daily for 2+ years
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I really like the ease of use with this CRM and the fact that it integrates with our other softwares. We operate as a sales unit, so it is essential that we are aware of what other members of the team are doing at all times, and where they stand on different leads, territories, etc. It eliminates the need for additional forms of communication, documents, spreadsheets, you name it. This is essential for any sales team out there, regardless of industry.
We are a sales and distribution company for a number of investment companies that run mutual funds, hedge funds etc. We have a GIANT list of prospects and trying to manage all of that in excel spreadsheets would be a nightmare when you consider that we operate as a team and not on an individual basis. It's easy enough to use and integrates well with outside software, such as outlook and excel. Great product for sales teams**.
I'm really not a fan of the lack of a genuine support system. If you have any issues, your only option is to email the support team and they have not been very helpful in my experience. Unless you pay for the top tier of salesforce, there's no phone number that you can call. I wish they had a decent tutorial and moreover, there are some no brainer adjustments that could really improve the CRM, such as mass email integration. Perhaps there is a way, but the fact that I have not been able to figure it out or get a decent answer from support speaks to their support system.
Abhishek S.
Market Research, 51-200 employees
Used daily for 6-12 months
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So far, very happy with this software. It has been very useful in customer relationship management.
The best part of this platform is that it can be used for multiple services, whether it is critical case management, customer service or field service. Its smooth interface has helped us in resolving multiple cases and building a strong relationship with our customers.
It is very expensive and its integration with other software can be a bit complex at times.
Shellene R.
Consumer Services, 1,001-5,000 employees
Used daily for 1-2 years
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I liked the fact that you could use it with other software so you don't have to put the same data in to multiple software one by one that feature was really time effective
Well sometimes I had to refresh to ensure the data that I had had in the other system shows up I think its kinda good tho because if the data is incorrect or you made a mistake you'd see it by how its reflecting in salesforce
Karen W.
Accounting, self-employed
Used daily for 1-2 years
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I have had a very good experience using salesforce and I would recommend it to others.
I love that it is user friendly and easy to learn.
Nothing it works well for what we needed it for.
Jose P.
Telecommunications, 10,001+ employees
Used daily for 6-12 months
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Effortless installation, saved us almost a month of installation and deployment process.
No free trial full of features, besides that the quality of the UI is awesome.
Aseel M.
Accounting, 51-200 employees
Used daily for 1-2 years
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I found integration in Salesforce's business processes because it made it easier for us to use many of the features it contains, which helped us a lot in the organization's work and helped in its success, development, and completion of its practical and functional tasks in a short and fast time, and also that it is easy to use and practice, and it contains easy windows and easy to learn and get used to After experiencing it, it is really something special ، great program.
No pros were added to this review
Salesforce has a rather high price, and we hope that its price will be reduced slightly, as it helps us a lot and is relied upon in various matters to carry out the functional process in the company and because it has facilitated the use of many of the features that it contains, which helped us a lot in the work of the organization and helped in its success and development.
Barkha G.
Airlines/Aviation, 1,001-5,000 employees
Used daily for 2+ years
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It is a very unique cloud-based help desk tool which is different from many other traditional softwares. We have been working on this platform for more than 2 years now and we have been able to complete our assigned tasks on-time with the help of advanced features of this tool. You can validate customer details and generate business reports as well through this cloud-based software. Overall, it is a very nice application and I recommend it to every organisation.
This tool has multiple helpful features to connect with your clients remotely. It has got the best ticketing management system. The live chat features provided by Salesforce are super awesome and put your work at ease. The best thing about the live chat is you can see what the client is typing on their device so that you can be prepared for their question well in advance. Apart from that, you can also set automatic replies for faster resolution on the live chat. Customer Engagement becomes effortless with the help of technical features provided by this platform.
Sometimes, it becomes too slow and we face performance issues. I think they can make this software even more faster and responsive. Apart from that, the chat panel becomes slow when there are more than 3 active chats.
Verified reviewer
Retail, 501-1,000 employees
Used daily for 6-12 months
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I learned through this experience with Salesforce how to convert potential customers into regular customers. I always wondered how some small businesses stay afloat during economic times. They know how to connect with customers and they built a rapport with them overtime that they became a staple in the community. I used that knowledge and applied it to the platform and was blown away by the results.
I could run my employers business from anywhere. This is what sold me on the job in the first place, and this software is what made it possible. It's a one-stop shop of everything you need to know about your business. I can view potential customers, how to win over current customers, get insights into how I can approve the customer experience, and so much more. I really thought this software was going to be hard to figure out or stop me from getting the job, but this software made it possible for someone to land a job and keep it. So, I applaud Salesforce for creating an amazing product and service for businesses.
The only con I have about my experience with this software is the pricing, or at least what my boss have a problem with. My bosses infrastructure requires a lot of different products to make her business run more smoothly. I think it will help if there was a bundle deal for all the services she needs. I'm not exactly sure how she went about it, but I do know she wished she asked more questions as far as pricing and getting a better deal.
Travis V.
Machinery, 201-500 employees
Used daily for 2+ years
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It's been reasonable. The service has tiered packages. This does not allow for certain items to be addressed without a higher tier of service.
The case intake and knowledge base are the best parts of the service cloud.
Salesforce's slogan is "clicks, not code" but to get anything that fits a brand that already exists, involves code. You can click through configuration s but customizations come at a price.
Verified reviewer
Investment Management, 11-50 employees
Used daily for 6-12 months
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Email integration, access to leads and customer information, sales functions, data on clients, ability to review sales data, generation of leads, customization, organization
Perhaps my favorite aspect of Salesforce is the ability to use email within the software. This integration is key for interaction with both my servicemen and clients. I also really enjoy how many features Salesforce offers. The software is competitively priced and is packed with feautures that I'm still continuing to use. Salesforce is also great in that I use it as a cloud-based software. This helps eliminate the need for extra storage on my system. Overall, Salesforce has a nice layout as well.
Although Salesforce is an incredible piece of software and many features, it can seem as though there are too many features at times. Personally, it is difficult to continue to learn these new features and make sure I'm up-to-date with everything. I know there is definitely more functionality within Salesforce than what I'm currently using, but it can be quite daunting to try and learn the full abilities of the system. I wish that there was a some better training provided for using the software, as I've seen with some other software I've used.
Eman J.
Outsourcing/Offshoring, 10,001+ employees
Used daily for 1-2 years
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If you are planning to create a database of candidates or any system or tool that you need to use in your office, try SalesForce and you will never go wrong!
SalesForce is the best company tool that I have used so far, because you don't need to install it anymore. All you need to do is to put the url of SalesForce, and log in your credentials then presto you are now ready to work. With this, it helps you save time especially when you need to transfer computer stations or you are using your home laptop in working from home. SalesForce is also the best applicant tracking system so far that we have used in our company because it is easy to use, and no need for long trainings to teach you on how to use SalesForce platform because it is very self-explanatory and easy!
What I least like about SalesForce is their incompetent customer service or technical support. They can't resolve downtimes, system errors, and queries via email or phone call in a snap. It takes more than 24 hours to create a resolution for a complicated problem.
Kirsten W.
Marketing and Advertising, 10,001+ employees
Used daily for 2+ years
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Overall, I think Salesforce is great! It’s an amazing multi-purpose tool!
It’s super easy to use and understand. Yo i love the Chatter feature because you can reach out to and keep anyone in the loop with any issues or important matters. It’s always great that your Chatter messages are always available to look back on which is helpful for keeping track of everything. I also love that you can create tasks and reminders for yourself. It’s a great multi purpose tool.
I honestly can’t think of anything I have had any issues with so far. If I had to pick something, and it could possibly have just been a glitch I’m not sure, is that originally your feed would only show you relevant posts for account you follow. Now it seems to show you everything even if you aren’t involved, chattered, or following an account.
Sal D.
Financial Services, 1,001-5,000 employees
Used daily for 2+ years
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The overall user experience depends greatly on how the system is set up from the beginning by architects and developers. For example, if there is a company merge, which Salesforce paradigm will the company use if both designs were efficient for the users?
The Salesforce Sales Cloud product provides clear visibility to the status of sales revenue. I really enjoy the Chatter feature so I don't have to necessarily have to explain to another colleague where to find the account or opportunity. They also provide a Sandbox called Trailhead that allows anyone to learn how to best utilize the product for their business purposes.
It is not a BI tool Software. When you look at the reporting features available, it does not have the ability to manipulate data like MicroStrategy, Tableau, Microsoft Power BI, and Qlik products.
Greg B.
Computer Software, 1-10 employees
Used daily for 2+ years
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Service cloud was my introduction to Salesforce, and has led to a very lucrative career. The out of the box functionality is enough to get started on service support, and the ability to customise to use SLAs, Milestones and manage both productivity and customer expectations is brilliant
Service Cloud works in parallel with the Sales data in the salesforce platform, so you can see a full picture of your customer, and relate all complaints/request to a single point. Plus multiple points of contact allowing cases to be generated via phone, sms, website form, live chat or email.
Field Service is limited unless you opt for the Field Service Lightning package, but there are plenty of features to run a helpdesk efficiently and well
Verified reviewer
Retail, 11-50 employees
Used daily for 2+ years
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Overall Saleforce has been a great addition to our sales team. I like the ability to see closure rates and compare organic leads to purchase vs generated or sourced leads to purchase. Again if it were easier for me to distribute these leads to coworkers without have to email them outside of Salesforce that would make it so much easier. Maybe they have this as a feature and I just haven't been able to set it up yet, or I don't have the "status" to set up this feature.
Salesforce makes it easy to track leads. The ability to store and edit information about a lead is great, and it's easy to change a lead status from contacted to purchased.
I wish they had a way to create an admin function that would allow for the admin to send coworkers leads but still be able to track of them to ensure they are being contacted.
Bob L.
Consumer Services, 501-1,000 employees
Used daily for 2+ years
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Salesforce helps streamline the sales process for B2B sales. The ability to document the communication history with the prospect gives us valuable insight without having to rely on email. Along with that, we can keep track the RFP process, upload old RFPs, or anything relevant to the prospect on one platform. Having all the information on one platform is highly valuable, as it keeps us away from relying on old emails.
Salesforce as a base platform is a good tool, but to really take advantage of its features, you will need someone else with in-depth knowledge to make it a great tool. Someone will have to add a whole new skill-set or you're going to have to hire someone.
Maggie R.
Computer Software, 51-200 employees
Used daily for 2+ years
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It was okay - great for us, terrible for clients.
The service cloud + CRM in Salesforce is a great combo to know everything you need to know about a client before contacting them!
Even if you are using the CRM, the experience for the client is not great. It's almost like you need to know how to use Salesforce before you can use their service cloud, and most of our clients have never even heard of Salesforce, wildly enough.
Verified reviewer
Government Administration, 501-1,000 employees
Used daily for 2+ years
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Salesforce is fast gaining popularity.. I have been using it at my current workplace as well as my previous workplace. Using Salesforce has been a treat. I can track leads, send out marketing material for selected groups as well as track sales- an end to end solution. I recently discovered the Data import wizard and it has made life so much easier. The customer service team is also very responsive. It is a win-win!
The best feature of Salesforce is its easy setup- its objects and associated processes are intuitive and come with an interactive platform. Lead management is seamless and the ability to automate marketing is a cherry on the top.
Price might be a tipping point (as always is) but the services offered are worth paying for.
Shelby G.
Pharmaceuticals, 51-200 employees
Used daily for 2+ years
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I really like the layout of Salesforce service cloud. We used this alongside servicemax. The system works well.. perfect for quick allocation of work orders to engineers based around the country. They were able to access quickly with signal via mobile on site.
A few connectivity issues caused some problems when completing jobs on site, but did not occur that often.