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Salesforce CRM Comments
Subject Expert
Commentary Summary
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User Commentary
Director
Other Observations & Comments
Our organization has been using the product for multiple years on the marketing side. We are just...
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Director
Functionality and Upgrades
Our goal is to make the connection between our EMR and patient outreach more seamless. For example,...
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Manager
Functionality and Upgrades
Our end users love using Salesforce CRM. We have added a few plug-ins. When it comes to UI...
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Manager
Relationship
Salesforce has been very responsive to our issues whether or not they can do something. Their...
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Director
Future Outlook
The vendor is absolutely part of our long-term plans. Any organization that says the vendor is not...
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Director
Service and Support
With COVID-19, the vendor made sure that all of our employees, even those who aren’t typical...
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Director
Other Observations & Comments
The vendor is working on their delivery of new technology. I am expecting that my satisfaction will...
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Director
Service and Support
We are not a premier support client, but a lot of the vendor’s support is offshore, and...
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Director
Functionality and Upgrades
The two biggest points that I like to drive home are the flexibility and nimble nature of the...
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Director
Relationship
Salesforce has been so difficult to work with, and our path has been bumpy. We had to get a services...
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Director
ROI / Cost (care and feeding)
We knew Salesforce’s system was the right solution for us in terms of cost. There are some amazing...
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Director
Lessons Learned
Next time we work with Salesforce, I will use my money to get a services vendor instead of getting...
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Director
ROI / Cost (care and feeding)
I have invested so much time, money, and resources into Salesforce’s system, so I would select it...
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Director
Service and Support
I haven’t heard a peep from Salesforce concerning COVID-19, and that reflects badly on them when...
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Director
Sales and Contracting
The Salesforce representative was a really good salesperson but was kind of shady. The...
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Director
Other Observations & Comments
I like the platform. I like the fact that we have been able to get it to a place where it is useful....
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Director
Functionality and Upgrades
I have data in all sorts of places for our different divisions, and that data tells me how we are...
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Director
Service and Support
The vendor could be consistent with the people that are supposed to support us. I have a handful of...
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VP/Other Executive
ROI / Cost (care and feeding)
The vendor does not charge for every little thing. We negotiate if there are some other capabilities...
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VP/Other Executive
Implementation and Training
We have a good, long history with Salesforce. We use the platform in a variety of different ways. We...
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Manager
Functionality and Upgrades
We are very satisfied with the product. It takes some time for beginners to learn what it can do....
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Manager
Implementation and Training
Salesforce doesn't have any implementation services. Customers have to have an implementation...
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Manager
Functionality and Upgrades
Our needs are constantly growing, so I wouldn't say that the product meets all of our needs, but it...
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Manager
Service and Support
Salesforce's online support needs improvement. That support is definitely our main frustration. The...
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Manager
Relationship
We have an account executive who is assigned to us, and that person is proactive in terms of...
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COO
Implementation and Training
Our implementation didn’t take long. It took a few months to get Salesforce CRM up and going, but...
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COO
ROI / Cost (care and feeding)
Salesforce avoids nickel-and-diming because their model is pretty black and white. As of right now,...
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COO
Other Observations & Comments
There is always room for improvement with training, but that is one of those things that falls on us...
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COO
Service and Support
I don’t think we have had any problems with Salesforce’s support. We are working with a contractor,...
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COO
Relationship
Salesforce’s executives are definitely involved, especially in purchasing. I have never had an issue...
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COO
ROI / Cost (care and feeding)
Our outcomes are tied to the operations we report on in order to see the ROI on the system, and we...
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COO
Functionality and Upgrades
I have already recommended Salesforce CRM to a hand full of people. I wouldn’t be investing more...
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COO
Interfacing and Integration
I selected Salesforce CRM because I was already familiar with it. I already knew what I wanted and...
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Director
Future Outlook
We will likely be moving away from Salesforce, but that is not necessarily Salesforce’s fault. A...
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Director
Implementation and Training
I would tell the vendor to bring their implementation services in-house or have a tighter...
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Director
Sales and Contracting
Salesforce somewhat keeps their promises. When we engaged with them, they sold us licenses that we...
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Director
Sales and Contracting
The vendor’s platform is very strong. Their self-training and self-service type features are very...
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Director
Sales and Contracting
There have been a few things that we have had some issues with. We wanted to roll out a patient...
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Director
Functionality and Upgrades
The vendor is helping us keep some things together. Salesforce does integration very well. Their...
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Director
ROI / Cost (care and feeding)
I would rate the vendor’s executive involvement low, and that is because of the sales process and...
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Director
Implementation and Training
The vendor tries to offer themselves as a strategic partner in a lot of ways, and that is nice from...
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Manager
Functionality and Upgrades
We are using the system outside of the traditional use for tracking. We have built a lot of custom...
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Manager
Sales and Contracting
Salesforce is really great at what they do, but in the last couple of years, our Salesforce account...
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Manager
ROI / Cost (care and feeding)
Salesforce doesn’t charge for every little thing, but we do get some surprises. Salesforce is good...
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Manager
Service and Support
We have purchased Salesforce’s premier support product, and they are very responsive when we put in...
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Manager
Relationship
Salesforce is proactive in accomplishing their goals, but I don’t think they are sensitive to what...
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Manager
Implementation and Training
Marketing Cloud from Salesforce is a very amazing product that can do a lot, but it has been...
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Manager
Implementation and Training
Salesforce’s implementation people are very smart, and they know a lot about the platform. My...
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Manager
Functionality and Upgrades
I am responsible for getting the work done, and we do a lot of the development ourselves. We have...
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Manager
Lessons Learned
The tool has been great for us to do a lot of custom work, but if we started over from square one,...
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Manager
Functionality and Upgrades
The Salesforce platform is great. A lot of departments are using it. We started out with more...
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Director
ROI / Cost (care and feeding)
The vendor doesn’t avoid charging for every little thing, and that has been one of our biggest...
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Director
Functionality and Upgrades
The vendor refreshes the system regularly. We have not had any issues with the updates.
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Director
Functionality and Upgrades
We are very satisfied with the system. There are little things in there that bug me. But overall, it...
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Director
Other Observations & Comments
I hope that we will continue to be very satisfied over the next year, but there are some projects...
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Director
Service and Support
We are struggling with the vendor's service team when it comes to trying to ensure that we are...
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Director
Functionality and Upgrades
I like the ease of use and how we can easily configure the system. It is very easy to make changes...
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Director
Other Observations & Comments
Overall, Salesforce is an outstanding company, and I have outstanding relationships with their...
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Analyst/Coordinator
Technology
We haven’t had too much of a need beyond what we already do with Salesforce CRM. Salesforce is very...
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Analyst/Coordinator
Relationship
We rate Salesforce's proactivity highly because of their release schedule. We can’t give Salesforce...
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Analyst/Coordinator
Relationship
Salesforce's executive involvement has been good. We have a pretty good closed-door management team...
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Analyst/Coordinator
ROI / Cost (care and feeding)
Salesforce CRM isn’t cheap. The value is there, but it is such a massive solution that it is tough...
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Analyst/Coordinator
ROI / Cost (care and feeding)
I would recommend Salesforce CRM to others. I would tell people to get the system is they were...
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Analyst/Coordinator
Functionality and Upgrades
I am very satisfied with Salesforce CRM. I believe in the product, the solution, and Salesforce's...
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Analyst/Coordinator
Service and Support
On more than a few occasions, Salesforce has failed to meet our service window. At times, when we...
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Analyst/Coordinator
Functionality and Upgrades
Salesforce has met our needs very well. I continue to be very impressed with Salesforce CRM. It...
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Analyst/Coordinator
Functionality and Upgrades
Salesforce CRM has been very good at supporting our integration goals. We recently got an...
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Analyst/Coordinator
Implementation and Training
Salesforce has done very well with training. There are instances where things may be hard to find in...
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Analyst/Coordinator
Implementation and Training
In the beginning, Salesforce's implementation services were pretty low because we were required to...
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Analyst/Coordinator
Functionality and Upgrades
There are plenty of things that our end users find super easy to use, but every once in a while, we...
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Analyst/Coordinator
Functionality and Upgrades
Salesforce CRM meets our needs, but there is occasionally a functional gap where we go to step in a...
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VP/Other Executive
Functionality and Upgrades
We use Salesforce's system on a daily basis. We use it as a CRM solution for lead management,...
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VP/Other Executive
ROI / Cost (care and feeding)
Salesforce will probably tell people that their product is priced fairly for what it does, but in...
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VP/Other Executive
Interfacing and Integration
Salesforce's system does not talk to our other systems. Our other teams use several other systems...
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VP/Other Executive
Functionality and Upgrades
Salesforce's system is a great reporting tool for us. We use the results in our contracting process....
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VP/Other Executive
Relationship
I am very satisfied with the executive involvement we get from Salesforce. We see people all the...
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Director
Functionality and Upgrades
The flexibility and scalability of this product are outstanding. This product generated uniquely...
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Director
Future Outlook
Our organization is implementing the system in more departments. We are looking at implementing it...
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Director
Service and Support
Salesforce is really good at selling the system. They are not really good at servicing it and...
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Director
ROI / Cost (care and feeding)
Salesforce is really good at charging and making sure that they get every penny from us. We pay...
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Director
Service and Support
Salesforce could improve how they deliver service. Some of their call centers are overseas. There is...
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CIO
ROI / Cost (care and feeding)
If we were starting over, we wouldn’t buy the system again. It is very expensive, and we are getting...
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CIO
Functionality and Upgrades
Our marketing team is using the system for their work. Our contact and call centers are using it to...
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