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Avantages :

Ability/speed to implement new views for a specific team or use case is excellent. Extent to which other platforms we use can be integrated with Salesforce.

Inconvénients :

Having a hard time finding some of the features I typically use and sometimes have to default back to classic but after a little more training I should have the hang of it.

Salesforce Platform - Notes

Note moyenne

Facilité d'utilisation
3,9
Service client
3,9
Fonctionnalités
4,3
Rapport qualité-prix
3,8

Probabilité de recommander le produit

7,9/10

Salesforce Platform a reçu une note globale de 4,3 étoiles sur 5 d'après 310 avis d'utilisateurs publiés sur Capterra.

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Filtrer les avis (310)

Mary Kate
Community Engagement Manager
Utilisateur LinkedIn vérifié
Gestion d'organisme à but non lucratif, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Much Improved from Classic

4,0 il y a 2 ans
Sous-titres en français disponibles pour la vidéo
Victorien
Gestion de Clientele (Bénin)
Comptabilité, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Meilleur logiciel

3,0 il y a 4 mois

Avantages :

Il est bon et facile à utiliser pour le développement d'autres applications

Inconvénients :

Je ne vois pas en quoi ce logiciel est compliqué

Benoit
Analyste (Canada)
Télécommunications, 5 001–10 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Polyvalent

4,0 il y a 3 mois

Avantages :

Plusieurs fonctionnalité qui facilite l'automatisation de processus. Interface simple et bon outil de reporting

Inconvénients :

Une certaine complexité initiale peut découragé certain usagé

Dennisse
Dennisse
Operations Manager (Philippines)
Utilisateur LinkedIn vérifié
Télécommunications, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Salesforce as CRM and HR ATS

5,0 l’année dernière

Commentaires : I love this software, it's part of my day to day and it is key for my organization to execute and track performance effectively.

Avantages :

Salesforce features continuously improve and grow overtime. It allows us to integrate even external apps via API. I have been using Salesforce both as a user and as admin.

Inconvénients :

I have nothing i do not like although i hope to see more improvements on SFDCs email marketing outreach features.

Ritchie
Producer (É.-U.)
Divertissement, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Perfect for Opportunity, Project, & Contact Tracking Across Departments

5,0 il y a 8 mois

Commentaires : Salesforce Platform changed how we see and work between the Sales and Production teams. We are now on the same page in all aspects of projects.

Avantages :

The key aspect of Salesforce that I like most is that it makes it easy for various departments to know and track the status of opportunities and projects through various stages of development. We can also keep track of every contact both on the client side and production side. We can monitor all of the projects they are connected to, rates, and ratings.

Inconvénients :

The only negative aspect of the platform is the cost. It can be restrictive for smaller projects and when I need to add more users/managers. I need to double check if budgets can handle more ongoing costs with the addition of new clients and projects.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Ressources humaines, 2–10 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Alternatives envisagées précédemment :

Good platfor, but too expensive to customise

4,0 le mois dernier Nouveau

Commentaires : Pretty user a pretty user-friendly platform for the Stansard sales cycle. Not adopted for Recruiting agencies.

Avantages :

Administrating HR process control Sales activities Reports

Inconvénients :

It was too expensive to make automation and further development of the platform. The support was not reachable always.

Courtney
Office Manager and Teacher (Allemagne)
Gestion de l'enseignement, 11–50 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Salesforce Platform - provider of efficiency and reliability

3,0 le mois dernier Nouveau

Commentaires : We will definitely continue to use the Salesforce Platform as it has enhanced our lead management and provided us with more efficient ways of data tracking etc.

Avantages :

Salesfroce Platform has made our administration tasks more efficient and reliable.

Inconvénients :

Sometimes we struggle to find data/notes from our customers

Drew
CEO (É.-U.)
Hôpitaux et soins de santé, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Alternatives envisagées précédemment :

Saslesforce for small business???

4,0 il y a 3 mois

Commentaires : Overall, our experience has been good. All levels of our company find the software useful, and believe it can more than meet any of our needs. It will require atleast one person who is not afraid to tinker, and having a go to partner to handle any advanced needs on an hourly basis is a must. As with all systems it takes time and effort, but we feel good about our purchase and havent considered moving to anything else since.

Avantages :

Salesforce is the most custimizable CRM I have encountered thus far. It is built on "objects" that can be cusomized almost anyway you wish. These come "out of the box", can be professionally built (for a fee), or you can build items yourself. I was unsure if this CRM would fit a small company like ours (<10M in sales), but the basic licenses meet our needs both for operations and sales. The plus for us is knowing this platform can grow with us over time.

Inconvénients :

Salesforce is not intuitive....at all. We had great frustration in our rollout as we felt we could manage any user challenges we encountered, but this was not the case in the beginning. While the company can grow with you, their is also no limit to what they can charge haha. You must choose your deployments carefully and consider the cost benefit analysis.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Gestion de l'enseignement, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

A big Toolbox that can reach your goals

5,0 il y a 2 ans

Commentaires : I will say that my first contact was a little bit complicated, you need to really take your time to understand how to use it and to understand what you can do with it, with time you will see the power of the platform and that it can be usefull for a lot of people in your company.

Avantages :

I really like the App Exchange of Salesforce, there is a lot of applications that can help to go faster to deploy your Salesforce.

Inconvénients :

It's a toolbox so there is a lot of things that's you need to develop by yourself or with the help of a partner

Pam
Associate Dean (É.-U.)
Gestion de l'enseignement, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Salesforce as a User

4,0 il y a 2 semaines Nouveau

Commentaires : Works well, but not as user friendly as I would like.

Avantages :

There is a lot of data that you can get access to within the salesforce platform, and the customization works well for integration

Inconvénients :

As a user who is not in there every day, the new lightening platform is awkward and difficult to find anything. We often have to change the view to the old view to find anything and that should not be the case.

Connor
Finance Lead (R.-U.)
Logiciels, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Salesforce transformed our contracting and invoicing

4,0 il y a 7 jours Nouveau

Commentaires : Salesforce has completely transformed our contracting and invoicing processes. As a fast growing start up we needed a solution to our contract management. Previously, all contract information used to sit in a huge g-sheet, which made monthly invoicing quite the task and not completely free from error. However, with Salesforce we're more able to audit contract information and download custom reports that slot straight into our invoicing process. This saved our FinOps team days in month end.

Avantages :

- Easy to navigate huge volumes of contract data - Custom downloadable reports that feed straight into our invoicing process - Fully customisable to accommodate our ongoing business changes

Inconvénients :

- Off the shelf it is a bit clunky and so a Salesforce Admin is key to getting it how you want, which is obviously an additional cost (but worth it!)

Ethan
Senior Accountant (Mexique)
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Salesforce CRM Software

5,0 le mois dernier Nouveau

Commentaires : Innovative and has made me learn so much about new technologies.

Avantages :

It's all customizable and you can hand craft it to your preferences, integrations and necessities.

Inconvénients :

The learning curve is kind of big and it's a bit overwhelming at first.

ian
Prevent Manager (É.-U.)
Services et technologies de l'information, 11–50 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

A great Platform to Integrate

4,0 il y a 4 semaines Nouveau

Commentaires : It is a highly recommended tool to stay competitive.

Avantages :

It is based in the cloud and allows the team to use a lot of different tools and features that enable us to be more efficient.

Inconvénients :

There are times when it doesn't perform as fast as other times of the da.

Joan
Application Programmer (É.-U.)
, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Salesforce Review by a Sys Admin and Developer

5,0 il y a 6 ans

Commentaires : I enjoy working on the platform because you can really make it do what you want it to do with the right plug-in apps or with a decent developer on staff who can add customizations with the back-end functionality to go along with them. Salesforce is continually evolving, and new releases come out three times per year with new and improved features. Salesforce can be used for nearly any business model or business workflow. Just remember that when all is said and done, it is not a cheap solution for getting rid of that old, relational database legacy CRM system. You will ultimately end up paying for more than just licensing fees for your Salesforce users.

Avantages :

The best thing about the force.com platform is that it's flexible. It comes with a set of standard objects such as Accounts, Contacts, Cases, Contracts, Orders, and many others. It is very easy to add new objects that can be tailored for your business use case. Originally designed mainly as a Sales tool, Salesforce now has a Service Cloud, Marketing Cloud, Analytics, and other modules that can be added on easily to provide a full enterprise infrastructure. Adding automation to user tasks via workflow rules and process builder can be done without coding. Adding triggers via Apex Code is also fairly easy for developers, since Apex is an easy language to learn.

Inconvénients :

Out of the box, Salesforce is not a very efficient tool. To prevent users from having to manually enter every piece of data to sync up objects, customization of some sort is really required. Some types of data syncing or data entry can be done with declarative tools such as workflow rules or process builder. Other things that require more complicated logic do require trigger code written by someone who understands development. The platform comes with built-in limitations on file storage, data storage, number of fields you can have on an object, number of lines of custom code you can add to the platform, and quite a few others. Platform limits of certain types can be increased, but you will definitely pay for the privilege. If you want more automated or customized functionality and don't have a developer on staff, you will have to relay on plug-in products from the Salesforce App Exchange to provide the functionality you are looking for. While some of these products are free, many of them aren't and have licensing fees per user. The cost of paying for Salesforce licenses along with licenses for one or more plug-in apps can get quite spendy.

Cristina
manager (Moldavie)
Organisme social ou civique, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Using Salesforce as an NGO worker on a daily basis.

5,0 il y a 10 mois

Avantages :

It works well, is structured, has a lot of functions, good system of protection and control of the process, big date base where you can keep all your project related documents. Thank you for developing this tool and for continuing to work on improving it.

Inconvénients :

Maybe a better system of notification (or maybe I do not use it well), a way to visualize your history in the platform per total (not by having to enter in a concrete project or document etc, but what you did in the platform during a day etc. Better syncronization between different levels, for example: when we have a big PROGRAM, that includes in itself for eg 5-10 smaller projects, to be able to connect the MEAL part between them, activity reports, budget etc. It exists now (partically, but for eg for budget it puts all information together and it is not clear which line is from which project, especially when we have the same name of the budget line everywhere.

mariana
LOGISTICS DEVELOPER SENIOR (Mexique)
Logistique et chaîne d'approvisionnement, 201–500 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Salesforce review

5,0 il y a 4 mois

Commentaires : I've tried some other platforms and I think this is the most friendly, easy to use and complete platform.

Avantages :

What I like the most about Salesforce is that i can load all my shipment info, invoice, create disbusements, activate tracking, validate guides and send my info to a platfoarm visible for my client. basically all in one.

Inconvénients :

I don't like that some carriers don't appear on tracking and the dates can't be changed automatically.

Erik
Erik
Sr. Manager, Strategic Developement (É.-U.)
Utilisateur LinkedIn vérifié
Produits pharmaceutiques, 1 001–5 000 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Salesforce keeps your Account and Sales teams up-to-speed, organized, and ready to report on success

5,0 il y a 3 ans

Commentaires : Overall I think Salesforece is a great platform. It is the #1 CRM in the world for a reason. I love it's customizability, the app exchange, and the Salesforce Community. The app exchange is great for free (or sometimes paid) solutions to add to your Salesforce instance and its capabilities. The Salesfore community is great because you can pretty much find an answer to any question you may have.

Avantages :

Salesforce is a blank slate. But that's a good thing! It can be completely customizable to your unique business requirements. Aside from customization, Salesforce out-of-the-box has great standard fields and functionality to manage and track leads, contacts, opportunities and accounts.

Inconvénients :

Salesforce is almost too smart. There is so much you can do with it, and if not implemented correctly, you may run into some hiccups. For example, my company grew and continued to grow but we did not scale our Salesforce platform to meet our ever-changing needs. This left us with some issues that are now being smoothed out.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Logiciels, 11–50 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Helps us launch custom projects for customers quickly

5,0 il y a 2 ans

Commentaires : Our customers rely on us to help them solve their business needs with Salesforce. Salesforce Platform gives us a way to control access to the custom apps without giving too much access to every user and simplifies the access for portions of the users who will be in the org. Salesforce Platform also offers a huge cost savings for our clients for ongoing product licensing for their users.

Avantages :

Salesforce allows us to quickly launch a Minimum Viable Product for teams within the companies we we work and then iteratively build up on those structures. The wide range of standard objects and the easy of creating new custom objects means that we can get the core of a product built in a fairly short amount of time compared to having to build solutions completely from scratch or in less flexible alternate CRM products. The Salesforce Platform allows us to get users using the custom apps we build for them in Salesforce.

Inconvénients :

Salesforce requires advanced training to be able to build it and is expensive. It also isn't an out-of-the-box solution and requires an investment of time and money to get built. Costs per user can quickly add up for companies.

Utilisateur vérifié
Utilisateur LinkedIn vérifié
Pétrole et énergies, 5 001–10 000 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

It is an objective program in the data service.

5,0 il y a 8 mois

Commentaires : I cannot deny that it helps to improve the creation of new tools in the programming field in my department, but as I mentioned before, the setup requires a long time to generate and this delays programming and software development a lot.

Avantages :

The data that the application returns is unilaterally beneficial for the design and reform of new development products in the company.

Inconvénients :

It is very difficult to implement it, you really have to measure and structure in advance all the processes and advantages that Salesforce has. It is a platform that can include CRM management but also data analysis and organization of these, as well as measurement of applications in their vital state, but it takes many weeks to assemble the installation.

Nadeem Shafkat
Owner (Émirats arabes unis)
Ressources humaines, Auto-entrepreneur
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

Salesforce - A well-recognized Customer & Sales Management Tool

5,0 l’année dernière

Commentaires : CRM solutions like Salesforce are a smart choice for businesses that are growing rapidly. A mid- small business operation or one that is not yet mature would likely find this an overkill. Having said that, Salesforce has some of the best training resources that any such program offers, and they also offer sleek versions of their CRM for small businesses.

Avantages :

My main usage of the Salesforce platform is operational and analytical for a Realty based business. The number of options available within the Salesforce platform seem to be unlimited. With the global recognition that it has received as a great CRM tool, they still keep developing enhancements to the functionalities and available options. The system configuration and customization are extremely smooth, given the size and number of functionalities.

Inconvénients :

The one area that Salesforce needs to address is their system support when it comes to technical issues resolution and assistance. The timeframe of response from their support teams does not justify the reputation and quality of the platform.

Kamil
Kamil
Salesforce Administrator and Developer (É.-U.)
Construction, 501–1 000 employés
Temps d'utilisation du logiciel : 6 à 12 mois
Source de l'avis

A Work in Progress with a Great Future

4,0 il y a 5 ans

Commentaires : Overall it has been very good and allowed our company to solve complex, repetitive problems without having to enter a separate Visualforce page with an entire development lifecycle behind it. The component-based architecture helps my development time by reducing the overhead required for any remotely complex requirement from users.

Avantages :

The component-based development, instead of Classic's page-based ideals, are a breath of fresh air and a sign that Salesforce is looking forward to the future. Having the ease of creating a component and being able to reuse it everywhere in your environment is a great feeling. The components all follow the same style (if done correctly) and don't affect the loading speeds of each individual page, it just works.

Inconvénients :

The Lightning experience is definitely not complete, which is understandable as it is a work in progress, but the worst of all is the *initial* loading time. Just after logging in, the wait time is considerably higher than Classic's and is very annoying to sit around while it loads with the latest update's mascot watching your frustration.

Sarah
Sr. Customer Success Manager (É.-U.)
Logiciels, 51–200 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Can’t do my job without it!

5,0 il y a 3 ans

Commentaires : It’s a great experience to use Salesforce. It allows our teams to better understand the customer health so leadership can see if accounts are at risk and need more attention or a reassessment on goals and initiatives.

Avantages :

I love how much you can do with salesforce. It’s our main hub for account notes, account health, support cases, renewal opportunities and more. I love how easy it is to navigate! I use it daily to update my meeting notes so I have everything in one place. It also makes it easier to transition accounts along to other members in the Customer Success and Sales departments.

Inconvénients :

It can be a lot to learn because there is so much that goes into the platform, but long term it’s worth it.

Matt
Customer Service Manager (É.-U.)
Biotechnologie, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis

Excellent system for a wide range of functions, but pricey

5,0 il y a 6 ans

Commentaires : Ability to handle the sales process, marketing, and support of complex products. We also created a knowledge base which allows agents access to the most up to date details on the products.

Avantages :

Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe.

Inconvénients :

The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful!

Brad
Brad
Marketing Technologist (É.-U.)
Utilisateur LinkedIn vérifié
Marketing et publicité, 51–200 employés
Temps d'utilisation du logiciel : plus d'un an
Source de l'avis

Great platform for managing your business and a fantastic UI upgrade from Classic

5,0 il y a 5 ans

Commentaires : Lightning is definitely the future of Salesforce and the vast majority of their new features and resources seem to be going towards Lightning. If you have not yet made the switch from Classic to Lightning, I would recommend doing it soon. And if you are getting into Salesforce for the first time, start with Lightning so you don't have to switch later.

Avantages :

A lot more user friendly and a much better UI than Salesforce Classic. It came out with a lot less features than classic, but in the past few months and years they have dedicated a lot of resources to improving Lightning to not only compare to Classic, but I think it now has even more features.

Inconvénients :

There is a learning curve to getting Lightning up and running. I would definitely recommend spending some time in the SF trailheads to get the ins and outs of Lightning before you switch from classic or sign up to start.

Al
Marketing Tech Leader (É.-U.)
, 201–500 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Salesforce requires investment

5,0 il y a 6 ans

Commentaires : I’m a big fan of Salesforce and have used it for about 6 years in a variety of roles. If you are willing to make the investments in customization it can be a business expansion tool.

Avantages :

Salesforce is enormously powerful and flexible, able to adapt to most any businesses type or stage.

Inconvénients :

You must have a Salesforce Certified developer to get the most out of the platform - that means code development, testing and documentation. This skill set comes at a price and up for enterprise level development resources. We built a customized version of Opportunities with a developer. Leadership was not well equipped to understand this approach (versus a subscription app).

Kate
Developer (É.-U.)
, 2–10 employés
Temps d'utilisation du logiciel : plus de deux ans
Source de l'avis
Source : SoftwareAdvice

Powerful product if you know how to use it.

4,0 il y a 6 ans

Commentaires : Overall the system is great, and helps us a lot with productivity and sales. But you'll need to know their language and structure for setting up anything customized to your organization, and you should hope you don't need help from their support team, as the team is generally useless. We've had billing issues last 6+ months, dealt with customer service reps who knew less than we did, and had our account manager change every 2 months or so because the turnover is so high.

Avantages :

Lots of features, easy to use once it is set up, plenty of options for add-ons and integrations with other systems

Inconvénients :

Additional features can be pricey, customer service is terrible, they'll charge you for everything additional