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Salesforce Data Cloud

Salesforce, Inc. | 1

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External reviews

5,405 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Computer Software

Salesforce

  • October 21, 2016
  • Review verified by G2

What do you like best about the product?
I love being able to quickly look things up while I have a customer on the line - I work in phone support so it is crucial that I can look up information in a timely manner to relay that to the customer.

I like the amount of information that can fit on a single page - with the new dashboard I don't have a bunch of browser tabs open, just one window with tabs within salesforce.
What do you dislike about the product?
Sometimes the customer's phone number does not automatically populate and bring up their account so I have to hope I hear their name right.

Wildcard searches are a pain to deal with - I wish the search engine brought in related names without the * and just worked with the criteria I give it better.

There's so much customization that it's overwhelming. There are some simpler features I'd like to modify but they're so buried in the customization that I haven't been able to find them.
What problems is the product solving and how is that benefiting you?
I am solving cases that customers are having while being able to reference old cases.

The benefit is huge - there is so much internal content on Salesforce that I can use to help my customers.
Recommendations to others considering the product:
The new dashboard system is nice for organizing tabs but at the same time it's confusing to get used to.

I'm sure it's great for sales - it 'works' for support purposes but it's probably not the best.

    Christina S. B.

Great tool to help with sales over many departments

  • October 21, 2016
  • Review verified by G2

What do you like best about the product?
Sell, service, market, and build apps all on a single platform. It is very user friendly and even being the admin where you need to create reports and dashboards, the free online training Is great!
What do you dislike about the product?
some of the standard field sets cannot be customized. we ran into an issue, and although we created a work around, it would have just been easier to customize or turn off a standard feature.
What problems is the product solving and how is that benefiting you?
We are trying to track sales, as well as retention. we have 2 departments currently on the system and hoping for a 3rd maybe next year or so. We have been able to easily track accounts and who is reaching out to them so there is not duplication of customer contact etc. It has been really helpful and everyone seems to like the features.

    Computer Software

Salesforce - Organization at it's Finest

  • October 20, 2016
  • Review verified by G2

What do you like best about the product?
The functionality within Salesforce can provide your company with whatever it needs - we utilize Salesforce to manage client accounts, email clients, chat with clients, store files and history and much, much more. You can change functions with just a few clicks depending on what you need out of a certain page.
What do you dislike about the product?
Because of how detailed our Salesforce Account pages are, there is sometimes difficulty navigating the page. This is probably just an issue on our end, nothing with Salesforce though.
What problems is the product solving and how is that benefiting you?
One of our most utilized features it the file storage - we are constantly creating guides for our clients, powerpoints for conferences we are presenting at, etc. and we can load those in to Salesforce and others can search for them. We do have a shared drive but you need to be connected to the VPN to access it - so if I'm at home Salesforce makes this so easy to do!

    Computer Software

Salesforce Customer Portal Review

  • October 20, 2016
  • Review verified by G2

What do you like best about the product?
I like everything about it! It is super user-friendly, and I feel like I can update and review my accounts quickly and efficiently. There is a nice "flow."
What do you dislike about the product?
There isn't much to dislike, expect for the software to continue to become more user intuitive. I appreciate the thought and the user research that has obviously gone on for this.
What problems is the product solving and how is that benefiting you?
We are solving the lack of communication between sales teams, because everyone can access the updates and see it in real time. It also allows for accountability on those that need to update data in the system so we can report accurately.
Recommendations to others considering the product:
Check it out, test it, review it and see if it fits your needs - You will love it!

    Jennifer C.

Powerful tool

  • October 19, 2016
  • Review verified by G2

What do you like best about the product?
Salesforce literally touches every aspect of our business. We can manage people, deals, buildings, revenue, and marketing.
What do you dislike about the product?
I find it clumsy to replace a lot of data at one time (example - if I wanted to change every "CFO" in my database to read "Chief Financial Officer," I need to export all of my contacts, replace the text in Excel, and then import all of the contacts. There should be functionality to do this within the program. Additionally, if I want to add an activity on every contact in a group (perhaps a note that a marketing piece was mailed), I need to go through the same export/excel/import hassle.
What problems is the product solving and how is that benefiting you?
I find it essential when working as part of a team that everyone have access to the same information. Rather than working independently and stepping on one another's toes, my group can work collectively to meet our business goals.
Recommendations to others considering the product:
Definitely install the Dupe Eliminator app.

    Computer Software

Improved experience

  • October 18, 2016
  • Review verified by G2

What do you like best about the product?
I like the ability to customize. That is very helpful and makes my experience much easier.
What do you dislike about the product?
It's still a little clunky, but that's partly to do with the many tabs that I use.
What problems is the product solving and how is that benefiting you?
Efficiency

    Nicole W.

A little Clunky but Once you get Used to it

  • October 13, 2016
  • Review verified by G2

What do you like best about the product?
I like the tracking of cases/clients. I do enjoy the minimal looks of the program.
What do you dislike about the product?
I wish it didn't use syntax. Though it gives you a lot of options I find it is not very intuitive as I would like. I also wish there could be additional customizations. I like to be able to sort and organize my tasks more so that they work best for me.
What problems is the product solving and how is that benefiting you?
An easy place to create a workflow that is easy for many people to pull work as needed.
Recommendations to others considering the product:
Know syntax to reap the most benefits in the emailing feature. Also some features may go beyond the needs as there are many we don't use and don't plan to use.

    Packaging and Containers

Helpful

  • October 05, 2016
  • Review provided by G2

What do you like best about the product?
Easy to use and implement for our company
What do you dislike about the product?
limitations on reporting. I have to export to excel instead of having custom reports
What problems is the product solving and how is that benefiting you?
Tracking and resolving customer issues. We have been able to do this better with desk

    Benjamin C.

Salesforce can be a backbone

  • October 04, 2016
  • Review provided by G2

What do you like best about the product?
When working with any type of volume salesforce and be a solid backbone to support any CRM needs.
What do you dislike about the product?
Easy to muddy up without guidance from the right challenges
What problems is the product solving and how is that benefiting you?
discoving pipeline

    Vincent S.

Great product. get it now

  • September 15, 2016
  • Review provided by G2

What do you like best about the product?
it is very easy to use. We use salesforce for almost every thing they have a lot of different uses to the system.
What do you dislike about the product?
there is nothing that i dont like. i would get this product.
What problems is the product solving and how is that benefiting you?
keeping everything in one place. boosting sales and keeping tabs on my direct reports.
Recommendations to others considering the product:
salesforce is a great product i am so happy we have it at my company. this is something you need to get

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