Salesforce Customer Portal

(63)
4.1 out of 5 stars

Your customers and agents can even interact in the ideas and answers communities.You'll see loyalty go up while your service costs go down.

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Salesforce.com review by <span>Canio C.</span>
Canio C.
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Why would you go with anything else?

What do you like best?

It's so easy to make changes to the platform, that you can almost get in trouble doing it. But, there is so much documentation out there you can literally find an answer for anything. Also, the user community is incredible, it's a different experience than what you have for Microsoft or any tool that I can think of. Also you can very easily customize it to your business. Lastly what I'll say is depending on where you are at least a couple of times a year they have events (free usually) that you can meet with other users and see what's going on with the product.

What do you dislike?

It's so easy to go down a rabbit hole and create something that ends up being totally pointless or encourages a bad process. You can make changes so easily that if you haven't thought them out properly they really can reek havoc on your business and it can create a sort of negative attitude with the tool. SF is also changing from "classic" to "Lightning" which for people on the old version means learning how to use the tool again. It also means that as an admin you have to learn two systems and move between the two.

Recommendations to others considering the product

Make sure you buy the right version. Start small and scale up. You can't do everything at once so don't pay for Pardot, CPQ, Service Cloud, Sales Cloud etc all at once if you are going to roll out the tool to different departments each quarter

What business problems are you solving with the product? What benefits have you realized?

Our sales folks are so much more efficient it's amazing. Deals are being closed faster and more customers are contacted much more frequently. As you get more comfortable with the tool (we use the EE edition) then you can make triggers and automate things that keep the effort down to a minimum and the people using the tool feeling like they are serving the customer and not the analytics department.

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Salesforce.com review by Administrator
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Review of Salesforce Customer Portal

What do you like best?

Collaborative portals and social discussion forums are best in class with Salesforce.

SalesForce is best in class when it comes to CRM and its capabilities. Several systems integrate with Salesforce. In our organization, we have integrated SalesForce with Celigo, NetSuite, TSheets, Box, SImpplr Intranet and Microsoft Outlook.

What do you dislike?

Would be nice if there were nice training vidoes around it. There is really nothing else to not like. They did a great job. Creating reports and Dashboards could have been a little easier. I am sure they are working on some advanced training tools for this.

Recommendations to others considering the product

Great Product, glad we went live with it.

My advice to other users looking to use SalesForce is "GO for it, you really cannot go wrong with this tool"

It is an open CRM which can connect to pretty much anything. The workflow and functionality is simply awesome!

What business problems are you solving with the product? What benefits have you realized?

System and people collaboration, system integration. SalesForce is our system of record and we are pleased with SalesForce. Its a great product.

What Portals solution do you use?

Thanks for letting us know!
Salesforce.com review by <span>Sudhakar D.</span>
Sudhakar D.
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Solution 360 Customer Support solution

What do you like best?

We really liked the Lightning Console which gives complete view of the customer. It gives 360-degree view of customer and deliver support for mobile app. It very configure it with exisiting Support system. Ofcourse Salesforce gives a best customer support.It’s this connected world that we’re striving towards. With technologies such as Salesforce and our professional partners, we really can deliver this connected customer experience.It was more about what a CRM on cloud and what are the broad benefits it is delivering organization wide.

What do you dislike?

Reports need to tweak to get the desired output. Employee Management need to be little more easier to operate, it ignores lot of common scenarios

Recommendations to others considering the product

Take trails before adopting it. Only use services which are needed by your company.

What business problems are you solving with the product? What benefits have you realized?

We used Service Cloud to manage all its interactions with employers, from acquisition to support.It helped to achieve greater transparency and active discussions on how customer processes should handled. Managers have instant access to information on opportunities and support cases. They can analyse performance of a particular market, organisation or process; and display this information in the office.

Salesforce.com review by Administrator in Non-Profit Organization Management
Administrator in Non-Profit Organization Management
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Great product provided by number 1 CRM

What do you like best?

We implemented customer community (what used to be customer portal) about a year ago. We built membership portal there, integrated with learning management software and built an estore.

It’s s great tool to build a robust customer portal experience with minimum coding.

It’s part of our Salesforce CRM and as such it was easy to build 360 degree customer view and let customers interact with the organization and update their own information .

What do you dislike?

It requires community licenses, depending on the number of licensed needed cost can add up. However Salesforce offered “pool of licenses”, that helps to control the cost.

What business problems are you solving with the product? What benefits have you realized?

We built member portal on the customer community to interact with our members, Give them access to their company info(to update), built member directory and estore.

Because it’s a part of our SF CRM we don’t need to integrate it with the backend system. Information from the portal flows directly to our CRM.

We we also able to connect estore with the accounting system that lives within SF realm.

Portal requires minimal maintainace and can be built/managed with minimal to no coding.

Salesforce.com review by <span>Samuel K.</span>
Samuel K.
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Personalized Access for Clients, More Engagement, More Collaboration, and Easily Deployed

What do you like best?

Seamless implementation (Native functionality = Great Control and Flexibility) from a company who sets the standards for corporate culture. Salesforce Customer Portal allows us to connect with our clients, many of which prefer an online solution over email/phone.

What do you dislike?

Scope creep when it comes to building business process.

What business problems are you solving with the product? What benefits have you realized?

Connecting with customers to enhance the customer journey and experience. Issues can quickly and easily be resolved without the need to pick up a phone or send an email. Customers log their issues directly into the same systems our sales, delivery, support, product, leadership, etc. teams use. This visibility is invaluable to growing the business, identifying opportunities, and identifying core product enhancements.

Salesforce.com review by <span>Jennifer C.</span>
Jennifer C.
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Powerful tool

What do you like best?

Salesforce literally touches every aspect of our business. We can manage people, deals, buildings, revenue, and marketing.

What do you dislike?

I find it clumsy to replace a lot of data at one time (example - if I wanted to change every "CFO" in my database to read "Chief Financial Officer," I need to export all of my contacts, replace the text in Excel, and then import all of the contacts. There should be functionality to do this within the program. Additionally, if I want to add an activity on every contact in a group (perhaps a note that a marketing piece was mailed), I need to go through the same export/excel/import hassle.

Recommendations to others considering the product

Definitely install the Dupe Eliminator app.

What business problems are you solving with the product? What benefits have you realized?

I find it essential when working as part of a team that everyone have access to the same information. Rather than working independently and stepping on one another's toes, my group can work collectively to meet our business goals.

Kate avatar
Kate from G2 Crowd

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