Opiniones de Salesforce Platform

Sobre Salesforce Platform

Construye alrededor del cliente mediante aplicaciones impulsadas por IA (inteligencia artificial, por sus siglas en inglés) para crear experiencias increíbles.

Descubre más sobre Salesforce Platform

Puntos a favor:

I can say that we have used Salesforce for a long time and have found it reliable and easy to use.

Contras:

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.

Valoraciones de Salesforce Platform

Evaluación media

Facilidad de uso
4,0
Atención al cliente
3,9
Funcionalidades
4,3
Relación calidad-precio
3,8

Probabilidad de recomendación

7,9/10

Salesforce Platform tiene una valoración global de 4,3 estrellas sobre 5 según las 205 opiniones de usuarios de Capterra.

¿Ha utilizado Salesforce Platform antes?

Comparte tu experiencia con otros compradores de software.

Filtrar opiniones (205)

Naveen
Naveen
Founder/CEO en India
Usuario de Linkedin verificado
Software informático, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Flexible development platform on the cloud

5,0 hace 4 años

Comentarios: The Product is very powerful. It provides flexibility to build almost any kind of applications. Business users can build useful apps without taking help from developers. Extensive set of resources are available to build expertise on the platform. Also customers/partners are always available to answer to queries.

Puntos a favor:

Force.com platform (Lightning) is very powerful development platform on the browser. It can be used to build applications for any industry. The pricing is on per user per month basis. Many tools like Validation rules, Workflows, process builder are available for business users. These tools allow business users to build apps on the platform with fairly complex logic. For additional functionality, developers are needed. Developers can build more advanced features using Apex, Visualforce and Lightning Communities. Trailhead and developer account are free resources available to build expertise on the product. Excellent community of customers/partners is available to support queries.

Contras:

Like any complex software there is a steep learning curve. Hiring developers in the US on the platform can be expensive. The license pricing may also be expensive for small businesses.

Caleb
Account Executive en EE. UU.
Seguridad informática y de redes, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

SFDC - Easy Way to Keep Your Book of Business Organized

5,0 hace 2 semanas Nuevo

Puntos a favor:

I have been a SFDC user for quite sometime. I really enjoyed the transition to lightning it's a much better UI and overall experience it keeps my deals organized and reporting is a plus as well.

Contras:

sometimes if you don't know how to run certain reports it can be a learning curve but not too bad

Carolyn
Project Manager en EE. UU.
Tecnología y servicios de la información, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Very Expensive Customizable Software

3,0 hace 2 meses Nuevo

Puntos a favor:

No coding needed for quick and easy business modifications. Highly customizable and multi use.

Contras:

Licenses are considerably expensive. Extremely expensive if you’re hiring an admin, developer, or development company to manage the software.

Usuario verificado
Chief Information Officer en Francia
Usuario de Linkedin verificado
Administración educativa, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

A big Toolbox that can reach your goals

5,0 hace 3 meses

Comentarios: 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.

Puntos a favor:

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

Contras:

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

Mike
Manager en EE. UU.
Tecnología y servicios de la información, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

SalesForce is a solid CRM solution

5,0 hace 3 semanas Nuevo

Comentarios: Overall we were satisfied with the software's robust list of features.

Puntos a favor:

We liked the ease of use and ability to track all customer data including lead generation, calls, management and financials.

Contras:

The licensing became an obstacle as we continued to grow.

Stacy
Stacy
Vice President of Sales and Marketing en
Usuario de Linkedin verificado
Organización de eventos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: GetApp

Feature Rich with Clunky, Dated Interface

3,0 hace 6 años

Comentarios: I've been using SalesForce for 5+ years now and while feature full, it's confusing to navigate with far more clicks than necessary. The interface has not changed at all in all the years I've been using it which makes me feel like they really just don't care to make the system better.

Puntos a favor:

You can add your own custom fields and organize them how you want.

Contras:

Difficult to find the proper path from lead to opportunity to account. Contacts can be saved on accounts, but aren't automatically applied to opportunities forcing me several clicks to simply add a new person first to the account and then back to the opportunity to see the contact. Changes to your payment plan to reduce accounts are very difficult forcing you to request changes 3 months in advance for them to take effect. However, they have no problem increasing the plan same-day when we need to add new accounts.

Joy
Configuration and Capacity Analyst en EE. UU.
Telecomunicaciones, 10.000+ empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Salesforce

4,0 el mes pasado Nuevo

Puntos a favor:

Everything needed for phone porting information is in one place for our customers which we need on a daily basis when doing phone installs

Contras:

Sometimes the information can be overwhelming the way it is formatted making it a little hard to quickly find the information needed

Stacy
SDR en EE. UU.
Transporte/transporte en camión/ferrocarril, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Makes my job so much easier

5,0 hace 4 semanas Nuevo

Comentarios: It's been great! It makes my workflow so much cleaner.

Puntos a favor:

I use every aspect of Salesforce but I love the custom reporting.

Contras:

I've had to get help from someone more experienced to help me with the custom reporting.

Austin
Account Executive en EE. UU.
Automoción, 201-500 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Workflow Management is Key

4,0 hace 3 semanas Nuevo

Puntos a favor:

The workflow management is all I use this for and it is helpful to keep track of stages

Contras:

The tasks can get lost in the busyness of the platform.

Megan
Megan
Client Experience Process Coordinator en EE. UU.
Usuario de Linkedin verificado
Banca, 1.001-5.000 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Awesome software for clients and prospects

4,0 hace 2 meses Nuevo

Comentarios: Positive experience so far

Puntos a favor:

The ability to create and run custom reports that are sent to you at a regular cadence

Contras:

The deployment process has been a bit difficult because of migrating files over from our previous application

Houston
Salesforce Admin en EE. UU.
, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Great Product, Questionable Updates and Prioritization of Features

4,0 hace 4 años

Comentarios: Ohana. Get used to it.

Puntos a favor:

"Accidental Admin" is a concept that Salesforce uses to emphasize how anyone can pick up and learn to configure Salesforce as an admin. The configuration style (clicks, not code) leads to a low skill floor needed to start using Salesforce. Advanced users, developers, etc. have the flexibility to customize the system to a high degree as well.

Contras:

The neglect. Salesforce regularly neglects key pieces of core CRM functionality, some for more than 10 years, while either ignoring the cries for help by its userbase, or promising to fix it - only to let 10 years go by with no update. Just browse around on the success.salesforce.com Idea Exchange and you'll see what I mean. I get that Salesforce puts emphasis on the fact that the system is highly configurable by a dedicated developer, but when key features and functionality are either half-implemented or abandoned altogether in favor of more money-making initiatives (like their half-baked AI platform), it gets to be extremely concerning and offputting. Sometimes they combine the two and continue to sell a half-baked product, which has already been abandoned and they KNOW it. Want an example? Try to find any documentation on Salesforce Inbox. At my company, we have been fighting with Salesforce support for MONTHS trying to get any semblance of an answer about how we can use Inbox or where we can find documentation, or if we can even pay a professional services team to help us. Finally after months, they have made it clear that Salesforce Inbox is abandonware. Yet they are still promoting and selling it. That is shady and corrupt.

Joan
Application Programmer en EE. UU.
, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Salesforce Review by a Sys Admin and Developer

5,0 hace 5 años

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Dani
Revops Manager en Israel
Software informático, 51-200 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Alternativas consideradas:

Very comfortable and flexible platform

5,0 hace 3 meses

Comentarios: its great, it provides a perfect solution to our business needs, it solves the problems we had with previous systems and it allows our business to grow as we plan it

Puntos a favor:

the endless possibilities it has, the business flexibility, the reporting abilities, the option to create different views with different fields for different types of users

Contras:

it is not a self catered platform, it very complex to manage it and you should hire a Salesforce admin for it, unlike our previous system where it was very simple

Jorge M.
Jorge M.
Tech Support en Panamá
Usuario de Linkedin verificado
Hardware informático, 10.000+ empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Everything in one place

4,0 hace 3 años

Comentarios: Before lightning, we had 2 software, one for chat and email, another one where we create the cases and logs, now everything is in one place.

Puntos a favor:

Email, chat and logs platform in one place, you can chat with your customer, sent emails and reply, attach files in the logs (cases), this software have embedded the ScreenMeet software and works great, you can have remote connection.

Contras:

In the start some bugs and errors, they were fixed couple months after. Chat: no timer added yet, you don't know how long is the current chat. If you have 2 chats, they are open in 2 tabs, if one customer close the chat, you don't know it until open the tab, should be great if there is an alarm or sound.

Erik
Erik
Sr. Manager, Strategic Developement en EE. UU.
Usuario de Linkedin verificado
Productos farmacéuticos, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

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

5,0 el año pasado

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Usuario verificado
Corporate Sales - East en EE. UU.
Usuario de Linkedin verificado
Hostelería, 1.001-5.000 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Good But Could Be Better

5,0 hace 4 años

Comentarios: This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc.

Puntos a favor:

The search feature is good, it pulls everything associated with what you are looking for.

Contras:

Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not. Certain aspects of the program convert back to the original Salesforce Classic look

Austin
Founder en
, Trabajador autónomo
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Excellent Platform, Robust, but Complex

5,0 hace 5 años

Comentarios: There's a saying that "nobody ever got fired for picking Salesforce" for a reason. It's an excellent, safe choice.

Puntos a favor:

Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable.

Contras:

It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house.

Kamil
Kamil
Salesforce Administrator and Developer en EE. UU.
Construcción, 501-1.000 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

A Work in Progress with a Great Future

4,0 hace 3 años

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Usuario verificado
Dean of the R365 Academy en EE. UU.
Usuario de Linkedin verificado
Software informático, 51-200 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Lightning Experience is the gift that keeps on giving

5,0 hace 4 años

Comentarios: Salesforce Lightning Experience is replacing Microsoft CRM for our organization and in the short time we have had it has already given us a much better user experience with improved data and data flow.

Puntos a favor:

We previously used Microsoft CRM and recently implemented Salesforce Lightning Experience. The features and support community we have found within Salesforce have been incredible and continually impressive. CRM was able to get us through the early stages of our business, but Salesforce Lightning Experience will make the difference across each of our growing teams as we continue in the growth phase of our organization. I love that any question I have about Salesforce has likely already been asked and answered by either a Salesforce expert, or a member of the Salesforce user community.

Contras:

With the vastness of customizable features within the application, it can be a confusing transition to Salesforce. There is a large amount of information and training materials that are made available online, but that isn't always enough.

Sarah
Sr. Customer Success Manager en EE. UU.
Software informático, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Can’t do my job without it!

5,0 el año pasado

Comentarios: 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.

Puntos a favor:

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.

Contras:

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

Brent
Customer Success Advisor en EE. UU.
, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Salesforce is the right tool for most organizations that are sales and marketing driven

5,0 hace 4 años

Comentarios: Salesforce is a great platform for those who have time and resources to make it work.

Puntos a favor:

Customization and a broad feature set make Salesforce a real asset for our business. We have been able to integrate many other essential products, write custom code, build workflows, customize fields and objects and do pretty much everything that we have wanted to do.

Contras:

The main con of Salesforce is that, for a company with "sales" in the name, they do very little to help you with actual sales practices out of the box. They don't have great sales funnel, marketing or other templates. Of course, all of this is definitely possible, but it requires previous experience and iteration upon iteration to get it right.

Matt
Customer Service Manager en EE. UU.
Biotecnología, 201-500 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Excellent system for a wide range of functions, but pricey

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Contras:

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!

Shibu
Program Manager en EE. UU.
, 10.000+ empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Outstanding cloud-based platform for Custom application development and prepackaged CRM functionality for all types of business needs

5,0 hace 4 años

Puntos a favor:

No hardware purchase cost and no hardware maintenance cost, big plus Very easy to use and learn for business user and developers Pre-packaged components and widgets speedup the development effort and timelines. Minimal coding for application development Effective cloud platform for small and large enterprise End to end life-cycle management from website(site.com) to data management Very good documentation for user and developers. Awesome effort from Salesforce team by conducting webinar on new features and components

Contras:

Nothing to complain as Salesforce improved lot with the new releases, however search results are still clumsy.

Shana
Comunications and Marketing Manager en Argentina
Gestión de organizaciones sin ánimo de lucro, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Make your own trasformer

5,0 el año pasado

Comentarios: If you can add anything you need, you will have the greatest transformer of all times!

Puntos a favor:

the thing that i like the most is that you can edit almost ANYTHING! You can adjust the plataform for your particular needs. You can track your customer the entire jorney and create different status. It's a great sales plataform (duh! salesforce)

Contras:

If you don't know a thing about code or interface or anything related with technology, it's going to be very hard for you at the moment of customize your Salesforce. You will need the help of Salesforce to create all the things you will nedd for your business. If you don't customize, you will not be able to make the most of it. It is not very helpful with marketing, so... you will have to make a pulgin with another plataform (for example mailchimp)

Brad
Brad
Marketing Technologist en EE. UU.
Usuario de Linkedin verificado
Marketing y publicidad, 51-200 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

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

5,0 hace 4 años

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.