Salesforce Starter Reviews

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210 Reviews for UK Users

- Industry: Logistics & Supply Chain
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great experience working with salesforce platforms
Reviewed on 10/03/2023
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
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Salesforce as a Database
Reviewed on 31/07/2022
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.
- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Do Not Assume Anything
Reviewed on 05/12/2016
The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to...
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
- Industry: Fund-Raising
- Company size: 11–50 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Easy to Use
Reviewed on 09/12/2022
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 NXTReasons 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.Switched From
Blackbaud Raiser's Edge NXTReasons 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.- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Monthly for 6-12 months
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- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Ridiculously Expensive
Reviewed on 03/02/2022
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.

- Industry: Consumer Services
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
This is a great tool for organizing your sales funnel.
Reviewed on 20/03/2018
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.

- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- 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 12/12/2017
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.

- Industry: Events Services
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
Reviewed on 10/04/2018
So many. Ease of use, trackable for sales cycle, many more.
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.

- Industry: Research
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Sales and Automation Software
Reviewed on 31/05/2021
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.

- Industry: Information Technology & Services
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
"Salesforce Essentials is good tool for buisnesses"
Reviewed on 30/11/2022
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.
- Industry: Market Research
- Company size: 1,001–5,000 Employees
- Used Weekly for 1+ year
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Good functionalities
Reviewed on 20/07/2023
Pros
Easy to use with great functionalities. Project tasks are easy to view and track.
Cons
I liked the classic view better than the lightening experience.
- Industry: Nonprofit Organization Management
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Salesforce
Reviewed on 18/04/2023
We love it and every team the team wants more functionalities out of it
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: Machinery
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Salesforce a Powerful CRM Tool
Reviewed on 10/08/2021
Salesforce allows our whole business to be connected. Salespeople out in the field are able to...
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: Marketing & Advertising
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 7.0 /10
Sales force is user friendly... Not super cute though !
Reviewed on 17/06/2021
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.
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Great product, lots of features. Takes some time to learn, but its worth it!
Reviewed on 23/07/2021
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.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
I use desk.com as the frontline customer service software to create and manage tickets.
Reviewed on 12/11/2017
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.
- Industry: E-Learning
- Company size: 201–500 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Best CRM
Reviewed on 24/05/2022
It is the best tool to have a clear vision of Leads, prospects, contacts and opportunities. It is...
It is the best tool to have a clear vision of Leads, prospects, contacts and opportunities. It is my daily-basis right-hand
Pros
Salesforce is the most complete CRM, easy to use and very practical.
Cons
Reports are very complete and efficient, however, they could be quite more user-friendly
- Industry: Transportation/Trucking/Railroad
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Currently left in the Dust
Reviewed on 08/08/2017
our support center agents were able to respond to emails and log call notes.
our support center agents were able to respond to emails and log call notes.
Pros
multiple channels can be integrated, including social media posts. there's a live character counter for agents when writing responses.
Cons
SMS had to be integrated with an outside provider. slow, lacking features or any promise of a roadmap, reporting inaccurate. downtime and maintenance (both scheduled and responsive) very frequent - basically daily. since "next gen agent" was released 2+ years ago, this product has never improved. account manager never even bothered to elude to changing anything. as our contract was coming to an end, we asked, "why should we stay with desk?" and the response we got was verbatim, "great question...[30 seconds of silence]". salesforce stopped investing money into this product long ago, and subsequently, even the smallest crm companies these days are lightyears ahead in terms of functionality and reliability.

- Used Daily for 1+ year
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Overall rating
- Value for Money
- Ease of Use
- Likelihood to recommend 10.0 /10
Great Experience - just put took off one star for the work that needs to be done
Reviewed on 19/12/2017
I was able to save time in the company I work for. The software was easy to use and easy to...
I was able to save time in the company I work for. The software was easy to use and easy to implement into daily activities.
Pros
I loved the fact that they worked on the integrations and being able to make things to the mainstream. I was able to quickly show other workers how to use this product and quickly incorporate it into our business. This is a lot easier than our last software.
Cons
Running the reports is something we would all have a bit of trouble to do, there would be little things here and there that prevented our productivity. There are also some filters or basic features that should be fine-tuned a bit more but nothing too bad.
- Industry: Consumer Goods
- Company size: 201–500 Employees
- Used Weekly for 1+ year
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Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Best Database for Sales Funnel Management
Reviewed on 07/06/2021
We use Salesforce in order to keep track of all leads, opportunites, converted clients at all steps...
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.
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- Ease of Use
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Not great, unless you're super tight with Salesforce
Reviewed on 18/04/2016
We'd migrated from Zendesk, which is a system I will never ever have complaints about again after...
We'd migrated from Zendesk, which is a system I will never ever have complaints about again after using Desk.
As for some of the things I couldn't deal with:
#1, and most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent. Someone opens a ticket, then goes to lunch? Guess that customer isn't getting a response for the next hour. Just hope it doesn't happen over the weekend, which it totally did! This was a deal-breaker.
#2: Sessions were weird. You could be logged in to one session at a time, so if you went from home to work, you'd have to log in again. Not a huge problem given the browser can remember your password, but that "Remember Me" checkbox on their login page is a placebo at best.
#3: The "rules" system for routing tickets.
Tasks that should have been simple (like routing emails after hours) are left up to these weirdly complicated "Rules," including "Time Rules."
#4: Two agent interfaces. One old, one half-baked. We were sold on the "Next Gen Agent" interface since it looked and felt more like Zendesk, but it was messy. It felt contrived, like the product of deadlines and misapplied research. The Classic interface worked much better, though it was certainly showing its age.
But there were things I really liked:
#1: Chat! The chat system was really nice, everything came in as a ticket and it was very intuitive. The chat system in Desk was definitely better than Zendesk's weird implementation of Zopim.
#2: The ability to forward tickets out to an external address. This is probably because Desk operates a bit more like an inbox.
#3: The support and help articles. This product would have way fewer stars if not for its Support team. They were always patient and helpful, even when my frustration started showing about their product. They come off as the kind of people who enjoy what they do. Additionally, the documentation was generally well-maintained.
Overall, I wouldn't recommend Desk before any other platform I've used (including Zendesk, OTRS, and Tender...except, maybe Tender) unless you're starting totally fresh and also expect to have tight Salesforce integration. The people really make the product, which is good 'cause they have a lot to make up for...
- Industry: Business Supplies & Equipment
- Company size: 10,000+ Employees
- Used Daily for 2+ years
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Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Latest innovation in CRM
Reviewed on 22/04/2019
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

- Used Daily for 2+ years
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Overall rating
- Value for Money
- Ease of Use
- Customer Support
Great helpdesk and customer communication option
Reviewed on 13/03/2018
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: Information Technology & Services
- Company size: 201–500 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Salesforce Feedback
Reviewed on 01/01/2023
Salesforce is one of the leading software tool that is easy to use
Salesforce is one of the leading software tool that is easy to use
Pros
Everything needed for taking calls are here
Cons
Salesforce has no flaw for me as it is easy to navigate
- Industry: Real Estate
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Reduce your dependency on spreadsheets
Reviewed on 31/03/2021
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.