- Salesforce CRM Review: Our Verdict
- Salesforce CRM Review: Who Salesforce CRM Is Best For
- Salesforce CRM Review: Who Salesforce CRM Isn’t Right For
- Salesforce CRM Review: What Salesforce CRM Offers
- Salesforce CRM Review: Salesforce CRM Details
- Salesforce CRM Review: Where Salesforce CRM Stands Out
- Salesforce CRM Review: Where Salesforce CRM Falls Short
- Salesforce CRM Review: How to Qualify for Salesforce CRM
- Salesforce CRM Review: How to Apply for Salesforce CRM
- Salesforce CRM Review: Alternatives to Salesforce CRM
- Salesforce CRM Review: Customer Reviews
- Pro Tips
- Recap
Salesforce CRM Review: Our Verdict
Salesforce CRM is a powerful, versatile, and innovative solution that can help you grow your business, improve your productivity, and enhance your customer satisfaction. If you consider the champion among the CRM service providing companies, Salesforce CRM is likely to be your first option.
Review its track records and you understand why it is a leader in the CRM market and why many organizations rely on it as a trusted partner for their successful companies. It is the most popular CRM platform, so it’s easy for you to find sales reps who know how to use the software.
Interact and build relationships with your existing or potential customers with the cloud-based CRM software. Access real-time data and gain valuable insights that help you make the right decisions. Thanks to Salesforce’s AI feature, your clients can enjoy a personalized experience which is a good way for you to build customer trust and retention. And talking about customer retention, you understand it means more sales.
Pros
- Offers a cloud-based platform
- Is not difficult to set up.
- Allows integration with over 1,000 third-party apps.
- Projects a mobile-friendly interface.
- Provides strong analytics and reporting capabilities.
- Features an active and large user community.
- Offers a 30-day free trial period.
Cons
- Charges a high fee which you may struggle to pay, especially if you run a small enterprise.
- Requires a steep learning curve in order to understand its complex functionalities.
- Needs regular maintenance and updates
- Makes no provision for a free plan.
- Reduces access to offline features.
- Charges extra fee for additional storage.
- Requires a level of technical knowledge to fully customize.
Check below for more information about Salesforce CRM:
Corporate Headquarters
Address: Tower 415 Mission Street, 3rd Floor San Francisco, CA 94105
Phone number: +1-800-667-6389
>>> MORE: Zoho CRM Lead Management Review
Salesforce CRM Review: Who Salesforce CRM Is Best For
Embrace Salesforce CRM if you’re someone who:
- Run a large enterprise.
- Belong to a sales team.
- Provide marketing services.
- Need extensive customization.
- Prefer cloud-based CRM solutions.
- Possess a sizable budget for CRM implementation.
Salesforce CRM Review: Who Salesforce CRM Isn’t Right For
Think of other alternatives if you:
- Are a small business owner with a tight budget.
- Need a simple and straightforward CRM solution.
- Have limited technical expertise and resources.
- Run a venture that requires extensive offline access to CRM data.
- Prefer strict data residency and privacy requirements.
- Want a short-term or temporary CRM solution.
Salesforce CRM Review: What Salesforce CRM Offers
Salesforce’s suite of services helps you—irrespective of the size of your business and industries you operate in—to boost customer relationships, streamline operations, and drive growth through data-driven decision-making and personalized functionalities. Salesforce’s cloud-based approach offers you flexibility, scalability, and accessibility.
In short, Salesforce is the best CRM partner for your venture if you want to optimize your CRM and business processes. Choose Salesforce for services such as:
- Sales, service, marketing, commerce, community, and IoT cloud
- Integration and APIs
- Analytics and AI (Einstein Analytics)
- Heroku (App development platform)
- MuleSoft (Integration platform)
- Tableau (Data visualization and analytics platform)
- com (Employee productivity platform)
- Salesforce Maps
- Pardot (B2B marketing automation)
- Quip (Collaboration platform)
- com (Data enrichment and management)
Salesforce CRM Review: Salesforce CRM Details
Salesforce is a cloud-based customer relationship management (CRM) platform that offers you a suite of tools and services that help your enterprise manage various aspects of your customer interactions and operations. Since its inception in 1999, the platform offers exquisite CRM and is now a leading CRM company globally.
Integration and APIs
Salesforce provides a wide array of APIs and integration capabilities. That means you can seamlessly connect with third-party applications, databases, and systems. If you are considering an easy data flow and synchronization between your CRM software and any other platforms you require, Salesforce is your best option.
For example, with REST API, you get programmatic access to data in Salesforce. It’s both flexible and scalable, making it an excellent choice to integrate Salesforce into applications if your business entails performing complex operations on a large scale.
Analytics and AI
Salesforce incorporates artificial intelligence (AI) capabilities through Einstein Analytics. Hence, you can enjoy advanced data analysis, predictive insights, and automation in order to enhance any decisions you make and boost customer personalization. Thanks to Salesforce, you can activate the AI feature to automatically initiate conversation, send offers and emails to your potential customers.
Sales Cloud
If you want to boost the productivity of your sales team, Salesforce’s Sales Cloud CRM module is your best plug. You access features that allow you to manage leads, opportunities, accounts, and contacts. Plus, you can track your sales pipelines, automate tasks, forecast revenues, and collaborate effectively within the platform using tools like Chatter, Slack, and Communities.
Also, Sales Cloud allows you to customize and automate your sales processes, using drag-and-drop tools and no-code solutions. Use Salesforce’s Sales Cloud to connect with thousands of prebuilt and consultant functionalities on AppExchange, the Salesforce app marketplace, and many more.
Service Cloud
Salesforce’s Service Cloud helps you to carry out effective customer support. It allows you to deliver a top-notch, personalized, and efficient support by managing cases, inquiries, and service requests from various channels like email, phone, and social media. Think about multi-channel routing, service automation, incidence detection and response, Salesforce’s Service Cloud has it all.
Marketing Cloud
Empower your marketing team to create and manage marketing campaigns across multiple channels, including email, social media, mobile, with Salesforce’s Marketing Cloud. The platform provides you tools for segmenting audiences, analyzing campaign performance, and automating marketing processes. You access many tools—personalization, engagement, loyalty management, intelligence, and account engagement—that help you launch your organization to the next level.
>>> PRO TIPS: Pipedrive CRM Review
Salesforce CRM Review: Where Salesforce CRM Stands Out
You can’t deny that Salesforce is a leading provider of cloud-based customer relationship management (CRM) software that helps you to connect with your patrons and prospects. It has several competitive advantages that make it stand out from its competitors, such as:
Cloud-based architecture
The CRM software delivers its functions over the internet, which means that you do not need to invest in expensive hardware or software to use it.
Customer 360 platform
What about Salesforce’s unified platform that spans sales, service, marketing, and more? One cool thing is that you can now manage your business’s customer relationships on a single system.
Artificial Intelligence
Salesforce leverages AI to enhance its products and services, such as Salesforce Einstein. Get predictive analytics, natural language processing, computer vision, and more with the CRM software.
Customer loyalty
Expect Salesforce to deliver what it promises. Think about it: The platform maintains a loyal customer base that trusts its products and services. With a high client satisfaction rate and a low churn rate, you can conclude that Salesforce’s patrons are happy with their experience and are unlikely to switch to another provider.
Ease of use
Salesforce has a user-friendly interface that is easy to navigate. You can access the information you need quickly and seamlessly.
Customizability and scalability
The platform provides a highly customizable platform that you can adjust to suit the unique needs of your business. Its low-code development platform allows you to build custom applications and extend the platform’s capabilities to meet any specific requirements you have. Additionally, Salesforce’s cloud infrastructure ensures scalability—providing the right structure that accommodates the growth of your business without the need for significant hardware upgrades.
Salesforce CRM Review: Where Salesforce CRM Falls Short
Salesforce is not all pros. Like any software, it also has some drawbacks you need to consider before you conclude if it is suitable for your business. Some of the common drawbacks of Salesforce CRM are:
Cost
One fact is that Salesforce CRM can be expensive if you compare its offers with some of its competitors, especially for small businesses. The pricing depends on the edition, the number of users, and the level of customization you require. Check your budget once more and decide whether Salesforce is still your best plug. For example, the software’s Sales Cloud costs anything between $25 and $300 per user per month, depending on the specifics you want.
Complexity
Salesforce CRM offers a lot of features and customization options, which can be overwhelming for you to handle. Also, the software can be difficult to set up, learn, and maintain, especially if you’re a non-technical user or if you don’t have a dedicated IT staff.
Internet dependency
Salesforce CRM is a cloud-based software that requires a stable internet connection to function properly. If your internet connection is slow or unreliable, you may experience delays, errors, or data loss. Plus, you need to factor in the cost of running the Software online into your budget.
Limited marketing functionality
Give it to Salesforce CRM when it comes to sales and service features. Its marketing capabilities suffer when you compare it to some of its competitors.
Salesforce CRM Review: How to Qualify for Salesforce CRM
Qualifying for Salesforce CRM is relatively straightforward. The first thing you need to understand is that the software meets the needs of any size of business across all industries. To qualify:
- Check your venture’s size. Is your business fit for Salesforce? Answer that question. It doesn’t matter if you run a small business, a mid-sized company, or even a large enterprise: Salesforce caters to all! But does your business generate enough revenue to afford Salesforce’s charges effortlessly? If yes, you’re good to go.
- Review your CRM needs. Next, assess your specific CRM needs. Salesforce offers different editions and modules that are best for sales, customer service, marketing, and more. Understand your CRM requirements in order to choose the most appropriate Salesforce solution.
- Consider your budget: Keep in mind that Salesforce does come with a cost, so you need to allocate a budget for it. While it’s a powerful tool, you have to ensure that the benefits it brings align with your budgetary considerations.
- Think about technical expertise: Please, note that you don’t need to be a tech expert, but having some familiarity with cloud-based systems and basic computer skills are priceless. The software provides training resources to help you get up to speed.
- Ensure stable internet access: Since Salesforce is a cloud-based platform, you need a reliable internet connection to access your data and work within the CRM.
Salesforce CRM Review: How to Apply for Salesforce CRM
Ready to launch your business into a higher level of operations with Salesforce, right? If yes, follow the simple steps below to apply:
- Visit the Salesforce website
- Click on the “Try for free” button
- Fill out the required information in the registration form.
- Choose the Salesforce CRM edition and features you want.
- Complete the registration process.
- Access your Salesforce CRM account and start using the platform.
Salesforce CRM Review: Alternatives to Salesforce CRM
HubSpot CRM
If you’re looking for a CRM that effectively helps you manage and nurture your leads, contacts, and customers effectively, HubSpot CRM is a good option to consider. It is part of the larger HubSpot platform, which also includes marketing, sales, and service tools. Thanks to the CRM software, you enjoy an integrated approach to managing your interactions with clients throughout the entire customer lifecycle.
Take advantage of the free version of the HubSpot CRM if your budget cannot accommodate CRM costs. Considering the platform’s user interface, HubSpot CRM makes it easy for you to navigate and adopt the platform quickly. And as if that’s not enough, with HubSpot’s contact management, you access a centralized database where you store and manage all your leads and customer information. HubSpot CRM empowers you to seamlessly track your interactions, communication history, and deal progress. Also, when it comes to sales pipeline management, give it to HubSpot CRM. You enjoy a visual sales pipeline that lets you track and manage deals as they progress through different stages, providing you with insights into the sales process.
Zoho CRM
If you’re looking for a cloud-based alternative CRM platform for Salesforce, answer Zoho’s call. Rely on the CRM software to manage your sales, marketing, and customer support activities efficiently. Zoho CRM offers a wide range of features and customization options to meet the specific needs of your business.
The CRM’s comprehensive customer management feature is enough to make you settle for Zoho. Access a centralized database where you store and manage all customer information, including leads, contacts, accounts, and deals. This comprehensive view allows you to have a holistic understanding of your clients interactions.
Streamline your work routine with Zoho’s automation tools. Set up workflows, automate routine tasks, and schedule follow-ups, such that your sales representatives can focus on building relationships and closing deals.
Like HubSpot CRM, Zoho offers you a free plan that allows you to add up to three users. It offers five different paid plans with prices ranging from $23 to $58 per user per month which Zoho billed annually.
Salesforce CRM Review: Customer Reviews
Salesforce CRM receives a bad rating of 1.4 out of 5-star on TrustPilot based on 358 customer reviews. Unhappy clients call out the software for offering poor service, sending fake email to patrons, and providing less-than-perfect service to small businesses. Remember that the reviews encompass all the services Salesforce offers and not exclusively on its CRM product.
Pro Tips
Getting the right CRM for your business goes a long way in predicting the success of your venture. To follow the best practices in choose the ideal CRM:
- Define your specific business needs and goals.
- Consider user-friendliness and ease of adoption.
- Evaluate customization and scalability options.
- Check for integration capabilities with existing tools.
- Look for mobile accessibility and app support.
- Assess data security and privacy features.
- Consider pricing and cost-effectiveness.
- Read user reviews and testimonials.
- Take advantage of free trials or demos.
- Seek recommendations from industry peers.
Recap
Salesforce CRM is a leading cloud-based customer relationship management software that offers you a top-notch user-friendly interface, efficient contact management, sales pipeline tracking, and robust analytics. It integrates with various tools and provides automation features that allows you to seamlessly track sales and marketing processes.
