![]() ![]() We also looked at recent CRM ratings about this platform from credible review sites.Insightly and Salesforce are both trusted and highly-regarded CRMs, but for different reasons. We examined crucial areas, such as pricing, core CRM features, quality of customer support, and ease of use. To evaluate this program against other CRM solutions, we test each system ourselves. Others noted its mobile app does not work as well as its desktop version, citing a clunky interface, lags, and limited available functions. They also mentioned the interface could look more modern and sleek, and some suggested using a larger font size to make menu options more readable. In less favorable Salesforce reviews, some users said navigating this platform is confusing for beginners because it is too feature-packed. App Store : 4.6 out of 5 based on 268,500-plus reviews.Google Play : 3.9 out of 5 based on 41,900-plus reviews.Capterra : 4.4 out of 5 based on 17,513 reviews.G2 : 4.3 out of 5 based on 13,349 reviews. ![]() ![]() They also like that it can be integrated with a handful of third-party business tools, such as Slack and QuickBooks.Īt the time of this publication, we noted the following comments posted on popular user review sites: In addition, it allows them to generate customizable and robust sales reports for various sales activities like sales forecasts, target versus actual revenue, and won and lost leads. It also provides advanced tools for salesforce automation, workflows, CRM reports, inventory, and emails.īased on Salesforce reviews online, users appreciate the platform’s automation tools, which help them streamline day-to-day sales tasks and processes. Salesforce offers a wide range of features in one powerful platform, giving sales teams a centralized system to manage leads, deals, and opportunities. There is a Developer Pro Sandbox where users can design customized processes and interface changes in a safe testing environment before officially rolling it out. It also offers more customization options for users. This lets your team focus on the most important deals and improves revenue forecasting. These include opportunities, week-to-week changes, artificial intelligence (AI)-driven insights, predictions about when deals will close, and activities. Pipeline inspection lets your team get a consolidated view of all pipeline metrics. In addition to all the features provided in the lower tiers, it includes customized sales forecasts and pipeline inspection. The Unlimited plan is Salesforce’s most advanced plan.
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