Salesforce CRM
Filtered view: All

Subject Expert
Adam Cherrington
Vice President Digital Health
KLAS Vice President Digital Health - Adam Cherrington
 
View Advanced Filters
Advanced Filters
Job Level
Comment Type
Overall Satisfaction
Click stars to filter
By Month
1
6
12
24
36
By Date Range
Comment Categories

Featured  Report

Preferences

   Bookmark

Commentary Summary

Positive
##%
Neither
##%
Negative
##%
to see the full dataset.

if you don't have a login, getting started is easy.

Provider Organizations
Fill out our registration form to verify your organization.
HIT Companies
Contact a KLAS representative for plans and pricing.

User Commentary

Sort by   
VP/Other Executive

Functionality and Upgrades

Our experience with Salesforce has generally been good from a technology-platform standpoint. The...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Sales and Contracting

Salesforce is focused on getting us to buy more than we need. They are focused on sales; it says it...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

I like Salesforce because of their platform. It is great. The Salesforce platform's ease of use...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

CTO

Functionality and Upgrades

The product just works.

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Interfacing and Integration

We only allow a certain portion of integration to occur, so I can't put that on Salesforce, but some...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

We can't put screenshots within Salesforce CRM. We have to take notes and everything else outside of...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Technology

Salesforce CRM is pretty reliable. I don't even recall it going down at all. It is pretty stable. We...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Relationship

We have one issue that has been going on for years. From our email integration to Salesforce CRM, if...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Service and Support

Sometimes there is a lag in support, but that is more of an internal delay than a delay with the...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Relationship

I had to tell one representative to back off a bit because they treated one of our partners as a...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

I can get a lot out of Salesforce CRM. Everything depends on how we set it up. If we set it up...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Lessons Learned

If someone can bear the cost of Salesforce CRM, then I certainly would recommend it. If they can't,...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

We wanted to expand our licenses. With everything that we were using, with the exception of one...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Implementation and Training

For ongoing training, we basically use Salesforce’s knowledge base and watch a lot of YouTube...

Mar 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Interfacing and Integration

Salesforce has purchased a number of products and companies over the years. When they have talked...

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

We are not very satisfied with the functionality of the product because we use Health Cloud, the...

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Service and Support

Usually, we just go through the web system for support; we don't place phone calls. Often, when we...

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Other Observations & Comments

Most of the products we buy from Salesforce are pretty inclusive of the things that we would expect....

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Implementation and Training

Upgrades happen three or four times a year; they are pretty seamless and work really well.

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Lessons Learned

If I were talking to a friend about Salesforce, I would tell that friend to negotiate well with the...

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Future Outlook

We think that our negotiations with Salesforce in the future are going to work out well, that we...

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Lessons Learned

Within our company, we often like to encourage small departments to have the flexibility to choose...

Feb 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Interfacing and Integration

No vendor keeps all promises, and that sounds a little unfair, but there are some opportunities for...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Implementation and Training

We have to make an effort and make a plan to go through an upgrade with Salesforce. They push...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Interfacing and Integration

Individually, each part of the system works well, but they just don't all work well together. We...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

I am a big Salesforce fan. All the pieces and components of Salesforce CRM are there to make it...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Other Observations & Comments

Salesforce has a vision. At our organization, we struggle because the healthcare industry is still...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Service and Support

We do not hear issues from our team, and they seem to have everything they need from Salesforce's...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Service and Support

Salesforce has good product support, but they are a little hard to get ahold of. They are a big...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Lessons Learned

Salesforce CRM is very hard to learn. It is a big, powerful piece of software. It is almost like we...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Technology

Salesforce CRM is a big, powerful, industrial-strength piece of software. The functionality meets...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

CEO/President

Lessons Learned

Anytime someone purchases a software application to use as an operational tool, they must have...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

CEO/President

Functionality and Upgrades

We are satisfied with the functionality that we are getting from the system. Personally, I think...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

CEO/President

Lessons Learned

The more we put into Salesforce CRM, the more we will get out of it in terms of being able to...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

We use Salesforce CRM to communicate with patients when they have healthcare gaps. The product is...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Other Observations & Comments

Our use of Salesforce CRM depends on the product’s integration with our EHR, so it is hard to say...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Future Outlook

We see tremendous opportunity in Salesforce CRM. It is a limitlessly scalable platform. We are just...

Jan 2023
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Implementation and Training

Implementations and training are mediocre and expensive. We train our own people in order to lower costs....

Dec 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

Salesforce CRM is easy to use, and that is the vendor’s biggest strength. The vendor is the overall...

Dec 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Future Outlook

We are looking to replace Salesforce CRM with another product that is more available and has better...

Dec 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Relationship

We are not very impressed with Salesforce. They are very pushy and definitely a sales-oriented...

Dec 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Implementation and Training

Salesforce’s trailhead platform is the best I have ever seen from any vendor's supply of training...

Nov 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Functionality and Upgrades

The amount of customization in the product is pretty amazing; we can pretty much do anything with...

Nov 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

ROI / Cost

When it comes to Salesforce, everything is in the name. They are very effective at generating...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Implementation and Training

We had an experience with a partner that Salesforce considers a platinum partner where the training...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Lessons Learned

For the most part, Salesforce CRM works as designed. It is a very complex product, and some of the...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Relationship

We have enjoyed our time working with Salesforce, but they have had more internal turnover in their...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

The product's performance is entirely dependent on what we do with it and how we support it. The...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Sales and Contracting

The product's data storage limits at the individual user level were not made clear or even spelled...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Service and Support

I wouldn’t say that Salesforce is proactive. The people that internally manage the implementation...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

The product is obviously a superior CRM platform. There is no questioning the overall strength and...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Service and Support

Salesforce’s support people often bring an engineer into our calls to explain that the best way to...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

I expect my satisfaction with Salesforce to lessen. Some things on our road map are going to be...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

We have a number of highly skilled engineers from Salesforce who make the product meet our needs. We...

Oct 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Sales and Contracting

Salesforce makes claims and commitments, but they aren't impeccable when it comes to keeping their...

Sep 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Relationship

Salesforce knows that they have the best product on the market right now, but the way that they...

Sep 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Implementation and Training

Salesforce offers a lot of training options, but those options are broad and aren't tailored to...

Sep 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

In many cases, the system doesn't have streamlined pathways for our users. A lot of that is because...

Sep 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

ROI / Cost

We have to pay Salesforce for customer success as part of our renewal process, but the vendor's...

Sep 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Sales and Contracting

When we signed the contract with Salesforce, they hyperlinked a document with terms and conditions...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

With Salesforce, we were able to develop the software for our needs. I really like how we can...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Interfacing and Integration

We have a number of things integrated with Salesforce CRM, and the system has the capacity to take a...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Lessons Learned

Salesforce CRM is a very strong and configurable platform, but building things on top of the system...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

Salesforce CRM is able to track various things and measure their outcomes.

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Relationship

Salesforce has been a good partner. There are unexpected things that come up sometimes, but the...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

We have been using Salesforce's system in innovative ways, and things are working very well. We...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

ROI / Cost

Some of the system's capabilities are limited to certain departments because there is always a new...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Functionality and Upgrades

The product has helped us achieve overall improved safety, increased reporting among our sites, and...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Functionality and Upgrades

Salesforce doesn't keep us in the loop in terms of software upgrades and enhancements and the way...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Functionality and Upgrades

I would like to see more ease of use in the reporting functionality. The system is great, and...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Functionality and Upgrades

The vendor implemented Lightning Experience, so they changed the look of the classic system. So far,...

Aug 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Future Outlook

We are adding other teams to the Salesforce software, so we are making its use bigger and better. We...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Win/Loss - Why they were selected (by current clients)

It was a health system decision to go with Salesforce. The CRM piece was very attractive. We had...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Implementation and Training

Salesforce did a good job of really teeing things up during the training. The Salesforce software is...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Analyst/Coordinator

Service and Support

We have a Salesforce person we work with who is very responsive. In the beginning, we had more...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Functionality and Upgrades

The Salesforce cloud product is great. It is the gold standard in the industry, but the licenses are...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

ROI / Cost

Salesforce required us to purchase the cloud with a certain model, and we don't use most of the...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

ROI / Cost

The license for the system is a little expensive, and we are limited in what teams have access to...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

The system is easy, but it doesn't interface. End users can modify some things, but some things need...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

VP/Other Executive

Functionality and Upgrades

We had an okay experience with Salesforce. We have come a long way with them because we can do some...

Jun 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Functionality and Upgrades

Salesforce CRM is pretty easy to use and customizable.

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

ROI / Cost

There are charges for sure, but Salesforce also works with us on price. The charges are very fair....

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Implementation and Training

Salesforce has a full education portal called Trailhead where a user can go on their own and learn...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Manager

Service and Support

Salesforce’s support portal is not very good. The support folks don't understand our problem, even...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Implementation and Training

Our implementation was ridiculously easy. The vendor's support was fantastic.

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Relationship

Salesforce has been a long-time partner to us. We look at the vendor as a strategic partner. We...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Implementation and Training

Salesforce offers services and allows us to be trained on certain things that we have done in the...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Sales and Contracting

When we saw the solution's distributed marketing piece for the first time, we thought that it could...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Interfacing and Integration

We are currently pulling in multiple APIs for multiple pieces of functionality, and we haven't had...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

I think that Salesforce's product is incredibly intuitive, but some of that intuitiveness depends on...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

With all of the solution's features, we haven't run into any issues that we haven't been able to...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Relationship

The vendor isn't proactive unless they are trying to sell us something. We get automated messages...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Service and Support

One problem that we have run into is that when we raise tickets, those tickets are generic. When we...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Future Outlook

When we first evaluated products, we did an evaluation specifically for marketing communications. We...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

With Salesforce, our ability to get solutions up and running is much faster than it would have been...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Relationship

The vendor is really good about not promising things. Their executive involvement is hit or miss....

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Service and Support

Responsiveness is a challenge for the vendor. We have gone to Salesforce a few times to get thoughts...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

Functionality and Upgrades

Salesforce is constantly coming out with new functionalities. The things that they have done...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

Director

ROI / Cost

Salesforce's solution is very expensive. We have argued with the vendor about charges before. I...

May 2022
||
(0)
 Thank you  Helpful

 or  to see details.

CIO

Functionality and Upgrades

When someone starts dealing with Salesforce, the product is a tangled web, and it is challenging....

Apr 2022
||
(0)
 Thank you  Helpful

 or  to see details.

CIO

ROI / Cost

Salesforce charges us for every little thing. They are very expensive.

Apr 2022
||
(0)
 Thank you  Helpful

 or  to see details.

CIO

Functionality and Upgrades

Salesforce's strengths are knowing the digital environment and thinking about the customer first and...

Apr 2022
||
(0)
 Thank you  Helpful

 or  to see details.

 Download as Excel  Print / Save as PDF
Related Articles