Salesforce CRM review

If the CRM industry is a zoo, Salesforce is an 800-pound gorilla. It’s one of the best CRM software platforms on the market powered by cutting edge AI and hosted on the cloud. It also has separate modules for managing customer relationships across sales, service, marketing, commerce, and more, making it a great fit for almost any team in any business. 

With over 150,000 customers worldwide, Salesforce CRM has been a driving force in the digital transformation of businesses for over two decades. 

However, its dominance doesn't necessarily mean it's the best fit for every organization. In this in-depth Salesforce review, I'll dive into the platform's core capabilities, ease of use, integrations, customer support, value for money, and company trajectory to help you determine if it’s the right choice for your business. 

While we’re going to focus primarily on Sales Cloud, Salesforce’s most popular CRM module, this review is also going to weave in features from other Salesforce offerings like Customer Success and Einstein 1. 

My hope is to present you with a well-rounded perspective of Salesforce’s core CRM offerings. While not every feature will be available on every module, Salesforce makes it very easy to build your own version by combining different aspects of its suite into a package called Customer 360. You can read our dedicated Salesforce Sales Cloud CRM review here. 

Salesforce CRM core capabilities

At its core, Salesforce provides a robust set of CRM features to effectively manage customer relationships throughout the entire lifecycle. On the whole, I've found the core relationship management capabilities to be quite intuitive. 

Creating, editing, and organizing contacts is straightforward, with the ability to capture detailed information like communication preferences, activity history, and custom fields relevant to my business. I can easily store and organize detailed information about individual contacts, including their role, communication preferences, and interaction history.  Plus the account hierarchy feature is particularly useful for managing complex B2B relationships with parent and child companies.

You can easily score leads based on criteria like demographics, behavior, and engagement. A visual kanban-style lead workspace allows you to drag-and-drop leads through different stages of the sales cycle, from new to qualified to converted. I appreciate the flexibility to customize lead stages and automate assignment rules based on unique sales processes.

I can track deals across every stage, from prospecting to closed-won or closed-lost. Salesforce’s opportunity record provides a complete view of the deal, including products, competition, quotes, and revenue projections. There’s also a collaborative forecasting feature, which allows sales managers to view and adjust team forecasts while providing executives with real-time visibility into the pipeline.

Speaking of visibility, Salesforce provides a wide range of standard reports out-of-the-box, covering everything from sales performance to customer service metrics. I've been impressed with the report builder, which allows me to easily create custom reports using a drag-and-drop interface. The ability to schedule and share reports with key stakeholders will improve your team's efficiency and accountability.

Apart from this, Salesforce's mobile app is a useful addition for field sales reps. I can access and update critical customer information, track activities, and even close deals right from my smartphone or tablet. Push notifications keep me informed about important updates, like when a key opportunity stage changes. Salesforce’s mobile experience is intuitive, mirroring the desktop version, ensuring a seamless transition between various devices.

Salesforce has recently enhanced its CRM platform with several AI features, by introducing a new module called Einstein. It’s integrated across various Salesforce Cloud applications, including Sales Cloud, Marketing Cloud, Service Cloud, and Commerce Cloud. Einstein’s conversational AI assistant can automate day-to-day tasks like summarizing records, generating customized communications, and streamlining case resolutions.

While it offers a wealth of features, I have encountered a few limitations with Salesforce too. For example, the email templates can be basic compared to other marketing automation platforms. The forecasting tool, while powerful, does require some setup and training to leverage.

Speaking from a more general perspective, Salesforce CRM also features a bit of a learning curve and has a pricing structure that’s somewhat prohibitive for small businesses.

But overall, I've been impressed with the core capabilities of Salesforce CRM. The platform provides a comprehensive set of features to manage the entire customer lifecycle, from lead to loyalty. While there may be a learning curve for some advanced functionality, the benefits in terms of productivity, collaboration, and customer insights far outweigh any challenges.

How easy is Salesforce CRM to use?

Salesforce’s layout is clean and well-organized, with key features and data easily accessible from the navigation menu and dashboard. The use of consistent iconography and naming conventions makes getting around the platform easy and fast. However, given the sheer breadth of features on offer here, a certain learning curve is expected.

It also allows administrators to tailor the user interface to match their organization's specific needs and terminology. I've been able to create custom fields, page layouts, and workflows that align with unique sales processes. While the customization options are extensive, Salesforce provides a user-friendly setup menu and guided wizards to help admins make changes without needing to write code.

Trailhead, Salesforce’s learning platform, offers a wealth of onboarding and training resources to help new users get up to speed quickly. It takes a gamified approach to training, with bite-sized modules and hands-on challenges that cover everything from basic navigation to advanced features. I think that this is an engaging and effective way to onboard new team members, with the added benefit of allowing them to learn at their own pace.

In addition to Trailhead, Salesforce offers extensive documentation, how-to guides, and community forums where users can find answers to common questions and best practices. The Salesforce Success Community is a particularly valuable resource, connecting users with experts and peers who can provide guidance and support.

Based on my own experience, I think that most users can navigate the basic features and perform essential tasks with Salesforce within a few days of training. More advanced features and customizations may take a few weeks to master, but the platform's intuitive design and robust support resources make the learning process manageable.

Whilst this flexibility is a strength for enterprise customers, it can also be overwhelming for small business and probably isn’t the best CRM for startups that don’t have an extensive onboarding budget or lots of ramp-up time. Salesforce’s initial setup and configuration process is a great example of this, requiring a significant time investment and a certain level of technical knowledge to get everything configured optimally.

Despite the issues, however, I've found that the long-term benefits of Salesforce's scalability far outweigh the initial setup hurdles. Once the platform is tailored to your organization's specific needs and processes, it becomes an incredibly powerful and efficient tool for managing customer relationships.

Salesforce CRM integrations

Salesforce provides both pre-built integrations and an open API for custom data exchange. Beyond that, there’s comprehensive documentation, code samples, and developer resources to support integration development and usage. 

With the AppExchange marketplace, Salesforce offers a vast library of pre-built integrations and applications from partner companies. These out-of-the-box solutions cover various business functions, such as marketing automation, customer support, accounting, and more. 

With over 3,000 pre-built apps already available, businesses can easily find and deploy integrations that align with their specific requirements. Popular integrations include Mailchimp for email marketing, Zendesk for customer support, QuickBooks for accounting, and Jira for project management.

For businesses with unique integration needs, Salesforce provides a robust and well-documented API. The Salesforce REST API allows developers to access and manipulate data programmatically, enabling custom integrations with internal systems and external applications. 

Salesforce’s API supports standard HTTP methods and exchanges data through JSON or XML responses, making it compatible with a wide range of programming languages and tools. It supports various protocols and data formats, such as REST, SOAP, and bulk data operations, giving developers flexibility in designing integrations.

Salesforce also provides robust data management capabilities to maintain data integrity during integrations. Features like data mapping, transformation, and cleansing ensure that data is properly formatted and synchronized between systems. Additionally, Salesforce's data governance tools help enforce data quality standards and compliance requirements, giving businesses confidence in the accuracy and security of their integrated data.

During my time with the CRM, Salesforce's integration capabilities appeared reliable and performant. Pre-built integrations from the AppExchange worked quite seamlessly. Plus the API was stable and responsive, allowing for efficient data exchange and real-time updates. Data synchronization was consistent and timely for both pre-built integrations and custom ones.

However, it's important to note that the success of integrations largely depends on proper implementation and adherence to best practices. Salesforce’s Developer Community provides guidelines and recommendations for integration development, such as understanding limits, securing data, and implementing authentication methods. Custom integrations can be built using popular programming languages like Java, C#, and Python, making it accessible to a wide range of developers.

Additionally, Salesforce's partner network includes a wide range of integration specialists and consultants who can assist businesses in designing and implementing complex integration solutions. Plus the company releases regular updates and new features that expand its integration capabilities and improve overall performance.

Salesforce CRM customer support

Salesforce offers several different support channels, including both live and self-service options. Users can reach out for assistance via phone, chat, and email, depending on their preference and the urgency of their issue. Based on user testimonials, support representatives appear to be knowledgeable, patient, and genuinely interested in providing a satisfactory resolution.

Live chat offers quick and convenient assistance for less complex queries. Representatives are more than happy to offer step-by-step guidance or direct you to relevant resources. For more involved queries, you can contact the support team via phone at +1-800-664-9073. Email support, while not as immediate as phone or chat, is a reliable enough option for less urgent matters, with representatives typically responding within a day or two.

In addition to live support, Salesforce offers a vast collection of self-help resources under the umbrella of Salesforce Help. It’s a comprehensive knowledge base that covers every aspect of the platform, from basic setup to advanced customization. The articles, videos, and documentation are all well-prepared, easy to follow, and frequently updated to reflect the latest features and best practices.

Part of the larger self-help infrastructure of Salesforce Help, there’s also Trailhead. It’s a guided and gamified learning module that offers an interactive way to quickly familiarize yourself with the platform’s most important features and functionality. You can use Trailhead to upgrade your Salesforce skills, earn badges for each milestone, then promote your services and expertise through the associated community.

Speaking of community, Salesforce Trailblazer connects users from around the world to share knowledge, ask questions, and collaborate on solutions using a dedicated forum. A quick look at the platform shows you how active and helpful the community is, thanks to both internal experts and other users. Every day, the community forum highlights active members to reward them for their participation. This makes sure that users feel rewarded for helping others navigate the platform and troubleshoot their issues.

In terms of response times, Salesforce generally meets or exceeds industry standards. Customer satisfaction with Salesforce support is consistently high, as demonstrated by a 4.5 star rating on platforms like G2 and TrustRadius. While the learning curve for new users is steep, Salesforce’s generally reliable and helpful support system makes it much easier to adopt.

That said, there is always room for improvement. Some users have reported longer wait times during peak hours or when dealing with particularly complex issues. It also seems that the quality of help received is directly influenced by the support tier you’re on. Customers who purchase Premier+ Support or Mission Critical Support receive priority access to better agents. Meanwhile, standard users are mostly stuck using the self-service options.

Salesforce CRM value for money

As one of the most expensive CRM solutions on the market, Salesforce demands a significant investment, but it also delivers a robust platform that can grow with your business. A per-user pricing model allows for flexibility as your team grows, but it can become costly for larger organizations. 

Salesforce employs a tiered pricing model with four main editions: Essentials, Professional, Enterprise, and Unlimited. The Essentials plan starts at $25 per user per month while the Unlimited plan costs $300 per user, per month. 

However, Salesforce offers a breadth of features even in lower-tier plans. Essentials, while basic, still includes features like account and contact management, opportunity tracking, and email integration. But, advanced capabilities like lead scoring and collaborative forecasting are only available from Professional, while workflow automation is restricted to Enterprise and Unlimited. 

The company offers a 14-day free trial. After that, Salesforce offers annual billing for all plans except Essentials, which can be paid monthly. While opting for annual billing often comes with a discount, it requires a larger upfront investment and less flexibility for businesses with fluctuating needs. 

Apart from the core plans, Salesforce also offers various add-ons that can enhance the CRM's functionality. While these can provide excellent value for businesses with specific needs, you should calculate costs thoroughly to make sure the investment justifies the ROI.

When comparing Salesforce to other CRM solutions, it's important to consider the total cost of ownership. While the initial price may be higher, Salesforce's extensive customization options, robust app ecosystem, and scalability can provide you more long-term value. Its ability to integrate with a wide range of third-party applications can also lead to increased efficiency and productivity, potentially offsetting the higher cost. 

But for smaller businesses or those with simpler CRM needs, Salesforce’s pricing may prove prohibitive. Unless you need all the advanced functionality, there are more affordable options on the market that offer similar core functionalities at a lower price point. 

Saleforce trajectory

Salesforce has maintained its position as the dominant player in the CRM market, consistently innovating and expanding its offerings. As of 2023, it commanded 21.7% of the global CRM market share, easily outpacing its nearest competitors Microsoft (5.9%), Oracle (4.4%), SAP (3.5%), and Adobe (3.4%). 

In the current fiscal year, Salesforce reported a total revenue of $34.86 billion, 11% more than last year. Meanwhile, the company's subscription and support revenues, which form the core of its business model, grew by 12% to $32.54 billion. Its growth trajectory is supported by strategic acquisitions, such as Tableau and Slack, which have expanded its capabilities and reach.

Going beyond the financials, Salesforce's user community is one of the largest and most active in the software industry. Its ecosystem, including customers, partners, and developers, continues to grow rapidly. Right now, 150,000+ businesses utilize its services globally. 

As a CRM, Salesforce was named a leader in various analyst reports, such as The Forrester Wave and IDC MarketScape, which evaluate solutions based on criteria like market impact, vision, and capability. The company's Pledge 1% initiative, which encourages companies to donate 1% of equity, product, and employee time to charitable causes, has garnered participation from over 15,000 companies worldwide. 

Looking ahead, Salesforce's trajectory appears promising, with projections indicating continued growth in both market share and revenue. The company's focus on integrating AI-driven insights into its platform is expected to further enhance its offerings and maintain its competitive edge. 

With regular updates, an active user community, and strategic partnerships through Salesforce AppExchange and Partner Innovation Awards, Salesforce continues to operate as the undisputed leader of the CRM space — despite competition from giants like Microsoft, Oracle, and Adobe.

Salesforce CRM review: Summary

After a comprehensive evaluation of Salesforce CRM, I find that the platform excels in several key areas, offering a robust set of core capabilities and extensive integration options. It’s a great choice in particular for medium-to-large enterprises, with a pricing structure and learning curve that may not be the best CRM for small businesses.