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Review of Salesforce

Jared DeLong

  • Reviews Icon 51 Reviews
  • Points Icon 242 Points
  • Screenshots Icon 26 Screenshots

Overall Experience
Ease of Use
Customer Service
What does Salesforce do well?
Our onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability. We can setup whatever fields we need and collect whatever data we need based on various workflows. You can also create automated tasks.
What does Salesforce not do well?
Salesforce is a bit clunky and slow at times. We had to have training by a Salesforce expert to implement the systems we needed, so I wouldn't say it's very user-friendly (but that's expected when you have such a robust system).
What do you wish you had known about Salesforce before using?
I wish I had known about it's capabilities a long time ago because we would've switched to it for onboarding much sooner. I didn't realize you could create custom objects that could tie to an account record and setup virtually as many fields as you needed.
Have you used a competitor to Salesforce? If so, how does it compare?
We looked at Trello and Monday.com for project management, but due to the fields, workflows, automated tasks and overall functionality we were looking for, Salesforce was much more customizable for our needs.