Salesforce Starter Reviews

Salesforce Starter

4.4 (203)
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CRM for small business

Overall rating

4.4 /5
(203)
Value for Money
3.9/5
Features
4.2/5
Ease of Use
4.0/5
Customer Support Software
4.0/5

88%
recommended this app
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203 Reviews

Julio Cesar
Julio Cesar
Overall rating
  • Industry: Logistics & Supply Chain
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Great experience working with salesforce platforms

Reviewed on 2023-03-10

Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me...

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

Kaitlyn
Overall rating
  • Industry: Apparel & Fashion
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Just right for small business

Reviewed on 2022-08-01

Being a small business we need a CRM that won't break the bank. We need to keep every customer we...

Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.

Pros

Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress.
Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.

Cons

Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed..
This is the essentials version of Salesforce so obviously the features aren't as robust.

Alternatives Considered

Zoho CRM and HubSpot CRM

Reasons for Choosing Salesforce Starter

Salesforce was actually recommended by a customer who was also a small business owner. She showed me her Salesforce setup and immediately wanted to switch. After browsing plans I decided the essentials version was right for us!

Switched From

Vtiger CRM

Reasons for Switching to Salesforce Starter

I already had my mind set on Salesforce essentials but I wanted to compare it with other options. Salesforce essentials had the right ratio of features and price.
Clayton
Overall rating
  • Industry: Financial Services Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Great product, hard to tailor to companies specifically due to the complex algorithms.

Reviewed on 2021-12-21

I have over 5 years of experience with Salesforce, we used it when I was a production designer for...

I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

Pros

There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

Cons

Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

Rex
Overall rating
  • Industry: Wholesale
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Works Great! Increases our Closing Percentage by 20%

Reviewed on 2021-08-14

So far its been very good. We also use other modules from Salesforce. After demoing about 4...

So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.

Pros

The integration with all of our other systems and software.

Cons

The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.

Alternatives Considered

NetSuite

Reasons for Switching to Salesforce Starter

The ability to integrate with our current applications and phone system.
Patrick
Overall rating
  • Industry: Financial Services Software
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Salesforce as a Database

Reviewed on 2022-07-31

As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall,...

As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.

Pros

I like that the product has the ability to be completely customized to one's needs.

Cons

As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.

Katelynn
Overall rating
  • Industry: Fund-Raising
  • Company size: 11–50 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Easy to Use

Reviewed on 2022-12-09

Overall this is a great product. As a grant manager I use this to record all of my interactions...

Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

Pros

I like that it works as a CRM even though it was created for a slightly different purpose. As a grant writer I can record every interaction with a funder and I can include the proposal and any other documentation we have received. It is easy to find the entire history with that organization and it really helps me track everything in one place.

Cons

I do wish the task tracking was set up a little differently, or at least customizable if it isnt already and I'm just not aware of it. I use task tracking to record every interaction I have with a funder but it doesn't perfectly fit for that. For instance I want to record that I emailed them and I have to select a "due date" but there isn't a due date for that. I just put today's date but I wish I could customize it so that it just said date. It would also be nice if I could record comments on the same page as I record a task but I have to save the task then reopen it and then I can write the comments detailing it.

Alternatives Considered

Blackbaud Raiser's Edge NXT

Reasons for Choosing Salesforce Starter

I made the switch because of being in a new company but also salesforce is MUCH more intuitive to use. Way less convoluted.

Reasons for Switching to Salesforce Starter

Must easier to use and did all the things we would want it to do. It also integrates with other software programs easily.
Ernest
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

Ridiculously Expensive

Reviewed on 2022-02-03

I stopped using because I could never understand how to fully set up the system. Salesforce...

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.

Gurvinder
Gurvinder
Overall rating
  • Industry: Information Technology & Services
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

"Salesforce Essentials is good tool for buisnesses"

Reviewed on 2022-11-30

Pros

It has a capacity to fulfill customize requirements. Good tool for buisnesses that offers best CRM program. Good for connecting potential customers. Can be integrate with onother system and software.

Cons

Some limitations like good for large or mid size buisnesses not for small. Little pricey too.

Brittney
Brittney
Overall rating
  • Industry: Consumer Services
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

This is a great tool for organizing your sales funnel.

Reviewed on 2018-03-20

Pros

Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

Cons

It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.

Gerson Daniel
Gerson Daniel
Overall rating
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com...

Reviewed on 2017-12-12

We got to have our email's interaction (with our customers) well organized. We can get through our...

We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.

Pros

It is very user friendly. My team mates and I can navigate through our system with no complications.

Cons

Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.

Verified Reviewer
Overall rating
  • Industry: Market Research Software
  • Company size: 11–50 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 8.0 /10

Good CRM software with many features and benefits

Reviewed on 2023-02-08

Pros

Affordable and easy to use with a user-friendly interface. The software also offers robust customer relationship management (CRM) capabilities to manage leads, deals, and customer data. It also has a mobile app to convenience

Cons

Lack of email marketing within the sales force of essentials plan

Omar
Overall rating
  • Industry: Animation
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

A multi-faceted tool

Reviewed on 2023-02-11

As I said, it made my work pretty easy, I think it is a great multi-faceted tool

As I said, it made my work pretty easy, I think it is a great multi-faceted tool

Pros

I used to use this tool when I had an office work, and, it really made my entire work easy as can be

Cons

Maybe the interface needs improvement, it looks very simple

Verified Reviewer
Overall rating
  • Industry: Insurance Software
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Salesforce Is Essential

Reviewed on 2022-08-11

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.

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 7.0 /10

Sales force is user friendly... Not super cute though !

Reviewed on 2021-06-17

Overall, its great ! I would be open to try other ticketing systems

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.

Verified Reviewer
Overall rating
  • Industry: Marketing & Advertising
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Great product, lots of features. Takes some time to learn, but its worth it!

Reviewed on 2021-07-23

Pros

I like that this software is comprehensive. It gives you everything you could need to source, manage, track, follow up with, communicate with, and hopefully close a sale.

Cons

It definitely takes some time to learn all the features and I didn't need some of them so it would be nice to be able to personalize a bit more but its worth the time to learn it all in the end.

Verified Reviewer
Overall rating
  • Industry: Financial Services Software
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

I use desk.com as the frontline customer service software to create and manage tickets.

Reviewed on 2017-11-12

Pros

Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help.

Desk also has an API that you can use to build a help center experience on top of their platform. We use it internally for bug reporting and feature requesting and our portal creates tickets right in desk.

Cons

Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration.

The analytics have issues. Some of the metrics like last log in will show that I last logged in a month ago when I've logged in every day and am in fact logged in at the time. We don't use the metrics but if your customer service department relies on them that could be problematic.

Verified Reviewer
Overall rating
  • Industry: Consumer Electronics
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Salesforce IQ is a great add on to Salesforce

Reviewed on 2018-03-07

Pros

Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

Cons

In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

Sheikh
Overall rating
  • Industry: Construction
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Truly Market Leading crm

Reviewed on 2021-07-24

Pros

I have been using Salesforce for many years. I think the most amazing part of this tool is how customizable it Is as per clients needs. Moreover all these cusomized fields are available in reporting!

Cons

User based security is not available in essential. I wish it was so that we could enroll more users.

Verified Reviewer
Overall rating
  • Company size: 501–1,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Gets the job done, feels 2nd rate.

Reviewed on 2018-01-10

Pros

Desk has been getting things done for us. We've got teams, we can pass tickets easily, tags help to connect disparate tickets.

Cons

The search/filtering is broken (and has been for as long as I've used the software), it works at about 98% accuracy. You can't really rely on a search of 'all tickets assigned to X' to find every ticket, or "all resolved tickets in X department", and etc. Frustrating when reporting or setting up custom views and such. Similar in frustration created, is the limitations around what fields you can search/sort by. It's always a pet-peeve of mine to see software limit these things.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 5.0 /10

Integrations Galore

Reviewed on 2018-03-24

Good starter tool, but lacking a user experience that makes you "want" to use it.

Good starter tool, but lacking a user experience that makes you "want" to use it.

Pros

Open API that allows you to connect to other tools that you're using to run your business. We have our tool connected to SalesForce, Talkdesk, Google Docs, etc.

Cons

The platform has gone down a few times, leaving us to figure out how to communicate with our customers. The UI/UX isn't the best.

Eric
Eric
Overall rating
  • Industry: Research
  • Company size: 51–200 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Sales and Automation Software

Reviewed on 2021-05-31

Our experience using salesforce has been great. We primarily utilise it for invoicing and report...

Our experience using salesforce has been great. We primarily utilise it for invoicing and report generation of the overall view of the business. We also utilise it for our internal communications.

Pros

I like the interactive UI that makes access to varying tools and functionalities easy. I also like the mobile experience and the ability to integrate the software with third-party softwares. I also like the reporting tools that enhance prompt communication.

Cons

Salesforce can be very heavy when handling multiple pages which often leads to lags. There are additional issues that occur in customisation and merging of pages.

Verified Reviewer
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 10,000+ Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Latest innovation in CRM

Reviewed on 2019-04-22

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

Jason
Jason
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software

Great helpdesk and customer communication option

Reviewed on 2018-03-13

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

Mayank
Overall rating
  • Industry: Real Estate
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Reduce your dependency on spreadsheets

Reviewed on 2021-03-31

We require a CRM solution to track our customer data and enable sales intelligence. This tool does...

We require a CRM solution to track our customer data and enable sales intelligence. This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.

Pros

There is a reason why this is the number 1 CRM solution in the world. It provides a unified view of your sales details and is mapped with the CRM for quick updates and reports.

Cons

Role Hierarchy & Permission sets are difficult to understand and multiple roles assigning can be difficult.

Jean
Overall rating
  • Industry: Consumer Services
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Salesforce, a great CRM

Reviewed on 2022-09-14

Pros

The amount of features and options to manage the queue and handle the support tickets

Cons

It could be a bit more user friendly. Sometimes some features can be hidden within many layers of settings