User Reviews Overview
About Salesforce Starter
With Salesforce Starter, find more leads, win more deals, and keep customers happy with out-of-the-box tools built into the world’s #1 CRM suite. Introducing the all-in-one, easy-to-use solutions that bring marketing, sales, and...
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All Salesforce Starter Reviews Apply filters
- Industry: Logistics & Supply Chain
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Great experience working with salesforce platforms
Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me out to improve my sales day by day.
Pros
All I need in one place, quick response from the platform and cloud.
Cons
Trouble shooting at weekends and slow verification process
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Monthly for 6-12 months
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Review Source
Ridiculously Expensive
I stopped using because I could never understand how to fully set up the system. Salesforce referred a 3rd party developer to set up system, they wanted $28,000 to set up system. Kinda shady.
Pros
Nice interface, lots of features. I never understood the system enough to offer more Pros.
Cons
Only for Mid-Large - Large Business. Salesforce is not for small business, because it is cost prohibitive. Salesforce nickel and dimes for everything, including an unethical override for their CPQ billing. I am stuck in a contract and still paying for Essentials. However, it was much more economical to use another CRM/Subscription Management System and pay Salesforce until my contact is over.
- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Do Not Assume Anything
The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not.
Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables
Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected.
If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.
Pros
Simple UI
Simple workflow building and management
Cons
Extremely limited in its capabilities
Desk Support reps are not thorough when reading emails
ETA's on fixes/patches pushed back for months
Top Salesforce Starter Alternatives
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Salesforce Admin Review
Overall very good, there’s a reason it’s the top CRM in the world, but the backend is very difficult to manage, lots of nuances and takes a dedicated person to manage the platform
Pros
Extremely customisable, has a wide range of features and functionality, extremely powerful In the amount of automations and how you display the system to the end users which can keep it easy for them to use
Cons
The range of features does in turn make take away from the core capability of the system which is to be a good crm; it lacks basic features you would expect from a product so expensive sometimes
- Industry: Machinery
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Great software to organize employee information
Pros
I like that I'm able to log information about employees and manage their contact info, benefit information, and history easily. It's also very customizable.
Cons
Sometimes I wish that the platform was able to be more on-brand, and that I was able to create documents with our font package.
- Industry: Computer Software
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
No quick details or references without running reports
It is a lot of extra work for someone wanting details on a customer.
Pros
I like the contact database and the information stored.
Cons
I don't like the email functionality or the notes / tasks available. I don't like that you cannot view the activities tab and see what notes were taken without having to expand each note.
- Industry: Events Services
- Used Daily for 1+ year
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Review Source
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
So many. Ease of use, trackable for sales cycle, many more.
Pros
This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.
Cons
I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.
- Used Daily for 2+ years
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Review Source
Great helpdesk and customer communication option
Pros
Way better option for customer support than just a basic email account. Really nice options for setting up a support site
Cons
Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom
- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Weekly for Free Trial
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Review Source
A fantastic CRM system!
Salesforce Essentials is a game-changer for businesses seeking a powerful yet easy-to-use CRM solution. Its intuitive design, responsiveness, and simplicity in implementation make it a standout choice in the market. Whether you're a small business owner or a busy professional, Salesforce Essentials empowers you to manage your contacts, leads, and sales with unparalleled ease. I highly recommend it to anyone looking to enhance their customer relationship management processes.
Pros
I recently had the opportunity to use Salesforce Essentials, and I am thoroughly impressed with its user-friendly interface and seamless functionality. As someone who values efficiency and simplicity in a CRM tool, Salesforce Essentials exceeded my expectations in several ways.
Cons
I don't have much to say here really! It did everything we needed it to!
- Industry: Medical Devices
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Using Salesforce Essentials
Pros
This was not a product I was very confident in when first being introduced to it, but it has made processing devices and tracking the work flow process very efficient.
Cons
There is a small learning curve you have to overcome getting started, but once you are over that hump it becomes very user friendly
- Industry: Chemicals
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Jim Salesforce Review
Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.
Pros
Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.
Cons
Too many unused fields that muddy up the screen and info can get lost in all the blank fields.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Salesforce
We love it and every team the team wants more functionalities out of it
Pros
If you are a not-for-profit you can get an excellent discounted rate. It is very handy even though it needs some expertise to set it up but don't let this stop you, their resources library is supper useful, and you can figure out how to do many things yourself. Once you get all the team using it is a very very powerful tool and provides you with amazing data to inform your business.
Cons
Can be hard to set up. But invest in someone that knows how to do it, get it right from the beginning and ti will be very helpful.
- Industry: Telecommunications
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Great for simple helpdesk cases but not intended to be feature rich or robust.
It's allowed us to have a basic helpdesk tool that integrates with Salesforce.
Pros
As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.
Cons
Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.
- Industry: Consumer Goods
- Company size: 201–500 Employees
- Used Weekly for 1+ year
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Review Source
Best Database for Sales Funnel Management
We use Salesforce in order to keep track of all leads, opportunites, converted clients at all steps of the sales funnel and store all contact information. If you want to reconnect with a lead that dried up 6 months ago, you have all the information and can do that as well as see where things were last left off with them. It is the ultimate sales database.
Pros
Salesforce is great for keeping track of leads, opportunities, tasks, contacts, and more. It is the best way to keep track of info, documents, phone calls, etc for these people/businesses at any stage of the sales funnel. Due to its detailed nature, it makes it easy to categorize these things and also create weekly reports for updates. I am looking forward to taking some of the free Salesforce courses just so I can take advantage of some of the functions that I still don't even know how to use for their full benefits.
Cons
Salesforce can be overwhelming when first starting to use it. There is a lot of information everywhere and the pages feel very "busy" when you aren't sure where to find something. The more you use Salesforce, the easier this gets, but for new users there can be a learning period.
- Industry: Computer Software
- Company size: Self Employed
- Used Weekly for 6-12 months
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Review Source
Salesforce the game changer
Salesforce Essentials organizes my call list and my call rhythm. I can quickly search and find everything I need related to my contacts and easily link to other services I use.
Pros
Salesforce is a remarkable tool program. It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times. It is extremely versatile as you can explain your file with ease. It is also an application that offers several of the best options, which is why I assume it is among the best programs. This program is fast and easy to use. Moreover, with this tool, I can complete all my tasks without any delay so that I am not disturbed while doing my work and my work is done quickly and smoothly. It increases the productivity of the employees and hence it is a tool that I would recommend. I suggest buying the application and start getting the results you want today.
Cons
Pricing. Just too expensive for doing lots of API calls for refreshing databases moreover when users double (CSM, account managers, AEs). For a limited business, over there is too much to sort through for everything we need. It would be noteworthy to have a \' lite\' version or something where the interface was simplified.
- Industry: Marketing & Advertising
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Sales force is user friendly... Not super cute though !
Overall, its great ! I would be open to try other ticketing systems
Pros
The employee facing is great - you wouldn't even know its SalesForce ! However, the adminitration view is old looking and not really cute. A part from that though, its a great ticketing system, i wouldn't say its the best (but i don't know that many more)
Cons
Again, the beauty of the administrative site. I also think that the knowledge articles are very hard to work with and its not really clear when they're published or in draft.
- Industry: Internet
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Ready to rock in minutes!!!
Pros
Extremely easy to use and I was able to set ip up in minutes. I was pleasantly surprised by the accuracy of data SalesForceIQ automatically pulled from my address book. It automatically updates so that my team and I can collaborate easier. We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.
Cons
One huge setback is that SalesForceIQ does not support GDPR which is pivotal to our business.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
SALESFORCE TOPS ON REPORTING
Happy with what we use the product is used for. One of the Best
Pros
Sales reporting feature is the most I like. IT easy to use drag and drop feature to customize, the reports and filters features and setting the date range options are the feature that makes it the top feature.
Cons
help to solve any abnormality in the data. The feature shows only the problem and does not give any suggestive pointers to correct that.
- Industry: Transportation/Trucking/Railroad
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Excellent tool for day to day account management
Great tool for any account manager to have success
Pros
I really love the way the CRM is set up to keep you organized as you are doing account management/reporting. I would probably say my favorite feature is the reporting.
Cons
Honestly, i would say none. What I will say I do like the lighting experience as opposed to the classic set up.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
If my company could only use one software for Sales and Operations Management, this would be...
It's been great so far. Extremely powerful tool that I haven't received much training on and yet it is easy and intuitive to use.
Pros
The product is very powerful and intuitive.
Cons
If you're not an admin, is difficult to know the rules behind the dashboard reports and automated emails.
- Industry: Business Supplies & Equipment
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Latest innovation in CRM
Pros
Everything is contained in one spot. I have the ability to manage my pipeline, create my calendar and add new contacts.
Cons
Not all the same functions exist on the ap that exist on the desk top feature. Also, you cannot run excel reports out of Salesforce
- Industry: Insurance
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Salesforce Is Essential
Pros
Salesforce Essentials is easy to use & user friendly. Our team has really enjoyed the ability to search/filter our leads.
Cons
Salesforce customer service can be hard to reach & get direct answers from.
- Industry: Machinery
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
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Review Source
Salesforce a Powerful CRM Tool
Salesforce allows our whole business to be connected. Salespeople out in the field are able to quickly access customer information, and that can be tied all the way to special design tasks in engineering meant to address a particular customer need.
Pros
The best part of Salesforce is how you can easily organize and report on various metrics. The whole system was designed to keep track of every transaction.
Cons
My biggest issue with Salesforce is that it is so big. It feels like it can do so much more than we ask it to, and it sometimes seems like overkill for our application.
- Industry: Computer Software
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Essential software for SDRs
Pros
Salesforce is great for storing prospects emails and phone numbers. In my previous role I use Salesforce to track the stage of each deal, to import stored contacts into Salesloft for my outreach and to check ex-client or ex trials of the platform (using the reports function) which in turn made my calls a lot warmer.
Cons
The 'Import to salesloft' button disappeared at least once week which impacted my sales cycle.
- Industry: Computer Software
- Company size: 1,001–5,000 Employees
- Used Daily for 1+ year
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Review Source
Really useful
I would recommend it as it's very useful for daily use but I would say that it would take time to understand how to use all of the features
Pros
Very useful applications, it has an extensive variety of features
Cons
It takes time to learn how to use it, and in the beginning it wasn't easy to use until I've learned it fully
