Every company wants to strengthen its relationships with its customers and fulfill all their orders promptly. To accomplish all targets and meet customer expectations, organizations require cloud-based customer relationship software that aligns every task in a proper chain and ticks them off sequentially.
Salesforce is a cloud-based CRM tool that provides users with a powerful platform to optimize customer relationship modules for their businesses. It allows its users to work on sales automation and customer relations management in a single place while informing the entire team.
Salesforce has been a leading CRM tool because of its outstanding services and excellent products. But before purchasing any tool or service, everyone has a few questions and queries they want answered to clear their doubts. Therefore, this Salesforce review will provide all the required information before investing money in this tool.
Let us start with a detailed review of Salesforce and understand whether it is a leading cloud-based CRM software.
Salesforce Reviews & Ratings
User ratings and reviews help us understand the product’s previous users. We look after every positive and negative review of the product and then decide whether this product can fulfill all your requirements and needs. Here, we have listed a few of its ratings that you must consider before looking after Salesforce’s other benefits:
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Salesforce has received more than 22,000 user reviews on G2, rating 4.4 stars out of 5.0. Of these total ratings, over 14,000 have been 5-star, which shows its credibility and trustworthiness.
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On Gartner, it has gained a total of 4.4-star ratings out of 5.0 from almost 1,800 users. It has received mixed reviews for sales, partnership, account-planning tools, AI models, etc.
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On Forbes Advisor, Salesforce has received 4.3-star ratings out of 5 due to its exclusive features, pros and cons, and latest updates on sales management, collaboration, lead scoring, etc.
Salesforce has received more than 24,000 reviews on various platforms, with more than 4-star ratings, which show its exclusive features, trustworthiness, and exclusivity, making it a great choice for its users.
Latest Updates 2024
Every year, Salesforce releases new updates and improvements to its tools and software to enhance users’ experiences on its platform. In this section, we review the latest updates they made in 2024.
Let us get started with its latest updates and improvements!
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It has made various advancements and introduced AI-generated tools to help its users streamline their work and automate sales, marketing, and service tools for better performance. -
To provide users with enhanced cloud-based services, Salesforce has made crucial updates in the data cloud, including customer data management, segment improvement, personalization, etc. -
It has improved CRM features for data visualization and reporting. It has improved its marketing cloud services with AI improvement for email campaigns, customer targeting, and social media tracking. -
It introduced AI features like Einstein AI to help its customers with enhanced AI-based tools for more predictive and personalized sales, marketing, and data cloud services.
Pros and Cons of Salesforce
Advantages
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Features for Lead Management, Automation and Sales Forecasting -
Flexible and Customizable Reports, Workflows, and Dashboards -
Robust Ecosystem with Third-party Integrations for Advancements -
Gives AI-driven Insights and Advanced Automation Tools -
Extensive Support and Resources with Mobile Application for Real-time Updates
Disadvantages
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Pricing is High with Additional Cost for Add-ons and Support Plans -
Steep Learning Curve for Beginners and New-ones without IT Support -
Needs timely maintenance and updates that is time-consuming -
Complex and over-priced for small businesses
Salesforce: Benefits you will Get
Salesforce is a cloud-based CRM model that helps users streamline their workflow and manage customer relationships appropriately without any problem or hindrance.
It also offers users various benefits and features, helping them develop relationships with customers. This section will discuss all the benefits you will get with it.
CRM Functionality
It offers a wide range of collaboration tools, such as contact management, customer service management, lead generation, etc. It helps users streamline workflow and collaborate with clients at a single location.
It also allows us to integrate several marketing, sales, commerce, and services to extend the tool’s capability with an all-in-one solution.
Customization and Flexibility
Salesforce provides a highly customizable and flexible working environment, allowing businesses to amend the application according to their needs and requirements.
It offers the facility to tailor the platform to unique needs, build custom applications, create personalized workflows, and generate specific reports for business growth.
Automation and AI-compatibility
With time, Salesforce has been offering many advancements in AI to help its users automate and streamline their work with AI-driven insights to make informed decisions, forecast sales trends, and understand customer interactions.
Recently, it also introduced an AI-powered tool, Einstien, to improve automation and streamlining of various processes such as lead nurturing, email follow-ups, sales workflows, etc.
AppExchange Ecosystem
It offers over 5,000 applications in its app store along with third-party integration to assist businesses in performing several tasks such as accounting, customer support, industry-specific solutions and grow their businesses without coding work.
Cloud-based Accessibility
It helps users work remotely by providing them with cloud-based accessibility. By enabling them to work from anywhere or anytime, it improves and increases the productivity of the entire team.
Collaboration Facilities
Salesforce offers various tools, like Chatter, to enhance collaboration and cooperation among the team. These tools allow for sharing updates, files, and feedback, which improves communication and decision-making.
Competitor Analysis
| Features | Salesforce | HubSpot | Zoho | Monday |
|---|---|---|---|---|
| Ratings | 4.3 out of 5 | 4.4 out of 5 | 4.2 out of 5 | 4.6 out of 5 |
| Pricing(per Month) | Starts at $25/user | Starts at $50/user | Starts at $14/user | Starts at $10/user |
| Suitable for | Large Enterprises to SMEs | SMEs, Startups and Enterprises | Small to Medium Businesses | Project and Task Management |
| Free Trial Period | 30-Days | 14-Days | 15-Days | 14-Days |
| Content Management | ||||
| Lead Scoring | ||||
| Lead Management | ||||
| Customizable Workflows | ||||
| Opportunities Management | ||||
| Ease of Use | Medium | Easy | Easy | Easy |
| Automation | Advanced | Excellent | Good | Good |
Support & Resources
Salesforce offers extensive customer support and detailed resources to help users resolve their queries and get on-the-spot solutions within seconds.
Here are some exclusive customer support and resources you will get with Salesforce as a valuable user.
24/7 Support
Community Forums
Knowledge Base
Personalized Support
Salesforce Pricing Plan
| Features | Essentials | Professional | Enterprise | Unlimited |
|---|---|---|---|---|
| Pricing | Starts at $25/user | Starts at $75/user | Starts at $150/user | Starts at $300/user |
| Contact Management | Basic CRM | Advanced CRM | Advanced with Automation | Advanced with AI & Analytics |
| Lead Management | Lead Scoring | Advanced Lead Routing | AI-Driven Insights | |
| Workflow Automation | Process Automation | Unlimited Automation with AI | ||
| Reports & Dashboards | Basic | Customizable | Advanced Forecasting | AI-Driven Predictive Insights |
| Mobile Access | ||||
| API Access | Full API Access | Unlimited API Calls | ||
| Customer Support | Standard Support | Standard Support | Premier Support (30% of net fees) | Signature (Custom Pricing) |
| Customization Options | Basic | Limited | Advanced | Unlimited |
| Campaign Management |
Conclusion
Salesforce offers various robust and powerful features for its users to maintain customer relationships and understand their behavior for business growth.
These are the features that will help you to strengthen customer relations and streamline workflows:
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Customizable and flexible CRM tools
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Third-party Integrations and Advanced collaborations
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AI-driven solutions for better insights and business growth
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Suitable for large enterprises due to high cost
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