Customer Portal Software

Reviewed on 2018/10/13
Verified Reviewer
Information Manager
Automotive, 10 001+ Employees
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: We use community cloud to provide information and self-services to our external customers. The tool is very flexible and we are able to create templates for different customer types which allows us to tailor their user interface. With community cloud, the customers are able to login to one application to conduct business with our company. It is also integrated with the other salesforce products which enables all customer data to be stored in salesforce and shared across multiple applications.

Cons: The username must be formatted as an email. Some of our customers do not have business email addresses. Also, if our customer has implemented salesforce internally or has a salesforce id already with another vendor, they cannot use the same email as their username. When a user attempts to create a username, we have no way of knowing if they already have a salesforce id in another system so we must assume if the username meets all of our criteria and the creation fails that they must have another salesforce id with that username.

Partner Community from Salesforce Community Cloud

Reviewed on 2019/01/16
Vinay J.
Associate Director
1 001-5 000 Employees
Used the Software for: 6-12 months
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: As the Partners performance is critical for company growth, Partner community presents a powerful way to collaborate with Partners and share the required information to them on a timely basis to make them successful. The partner can see the Quota and current status through the community on a real-time basis through powerful analytics tool and help to grow your company. Partner Community helps a company to optimize every stage of partner lifecycle in easy and quick way

Pros: 1. Easy to Setup and rollout - Drag and Drop
2. Deep integration with Salesforce Sales cloud
3. Readily available Partner engagement analytics
4. Cost Effective
5. Easy to share files through Sharepoint and external sources through community
6. Step by Step setup tutorial available

Cons: 1. Partner Community is still new in the market and hence it is not the complete solution, Feature and still being developed and deployed every passing release

Amazing customer portal from Salesforce

Reviewed on 2018/09/09
Verified Reviewer
Salesforce
Real Estate, 5 001-10 000 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Easy to Setup, Domain registration was easy, Dragging and Dropping standard components from Salesforce was an excellent feature, Self Registration with zero code, SSO with AD was one-time setup, User Friendly, More Secured, They give us the IP ranges were they have hosted, Excellent Customer support, Responsive UI, Browser compatible.

Cons: It supports only 10 objects(Tables) to show by default. It doesn't support lower versions of Internet Explorer.

DreamzTech Solutions Review

Reviewed on 2017/03/15
Mark H.
Chief Revenue Officer
Information Technology & Services, 201-500 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I like that capability of using the salesforce solution to import data, run reports and expand the document respository. Would like the ability to adjust the CSS file table for more specific setup of my contacts.

Pros: Import of data, ability to run reports and query related to my business, ease of use and tracking abilities of my team.

Cons: Limited ability to set up my own data tables, change cvs file formats and retrieval of reports via handheld device easily and without minimum attempts.

Quick and Easy to Put a Site Together

Reviewed on 2017/10/05
Verified Reviewer
Sr. Salesforce Analyst
13-50 Employees
Used the Software for: 1-5 months
Reviewer Source 
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Community Cloud makes it quick and easy to put a basic site together that has access to your Salesforce data. There are several pre-defined template options + multiple out of the box widgets that make it possible to get something up and running quickly. A branding editor allows basic changes to the site's colors, logo etc. Access to CSS allows for greater customization.

Cons: Understanding how to work with the Community Builder takes some time and practice. Particularly with understanding how to create new pages, grant access to those pages and the different nuances between setting up pages in different ways. You can grant access to different content based on audience but managing those options can be confusing especially as your site grows more complex. The navigation menu, the pages, the page variations, and the audiences all work together with the Salesforce security model to determine what a user sees. Unfortunately this means there are a lot of places to check when something isn't quite right.

nice job!

Reviewed on 2018/09/26
Jonathan T.
Payroll Analyst
Retail, 501-1 000 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Salesforce does a great help for our organization since it is easy to use and provides workflows and a maintainable security.

Cons: I think the cons for this is its price for the service it gives. though It is really useful but I suggest to think twice if you really need the system and pay for its service.

Love it!! It Never Fails Me

Reviewed on 2018/06/08
Deirdre G.
IBO/CSP
201-500 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: So easy and it works with other apps really well. It's a great way to reach out to others who are within your work's workgroup.

Cons: Unless I missed privacy setting, it would be lovely to know others can't see messages posted directly to a specific co-worker and a person working at another company.

Good Stuff

Reviewed on 2017/03/14
Wes S.
EVP
Hospital & Health Care, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I like Salesforce because it is the leading platform in the industry, has the most robust set of features and definitely has excellent support. If there were an area I'd like to see improvement it would be around 3rd party integration.

Pros: Features
Scale
View of Consumer

Cons: Complex
Expensive if you don't understant how to properly uttilize all features and functions.

Salesforce Review

Reviewed on 2018/02/17
Brittney W.
Accountant
Financial Services, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: The leading platform in the industry.

Pros: Very customizable. I love being able to set up and add to the page. Looking forward to learning more about the details of this software.

Cons: Takes practice to learn the software as there are many features offered. Also not the most appealing webpage to look at.

Great way to collaborate with customers

Reviewed on 2017/07/25
Sulabh K.
Sr Salesforce App Developer
Media Production, 1 001-5 000 Employees
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: "Ease of use" is way too easy and is pretty handy for our users to adapt to this. Accelerators provided by Salesforce helped us understand this feature deeply.

Cons: Salesforce should do a better job in the area of customer support. Most of the times when I have questions about this topic - I prefer to search in the community rather than logging a ticket with Salesforce because of the tier structure they have. It takes days to get the issue resolved by Salesforce wherein someone from the Salesforce community will respond in few hours if not minutes.

Salesforce Community Cloud

Reviewed on 2016/12/06
Ashley D.
CRM Administrator
Events Services, 1 001-5 000 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Salesforce is nailing it when it comes to communities & collaboration in general. They truly have gotten the tools down for what is needed to provide excellent communication with your community within your company & continues to only improve on that.

Pros: Great tools for collaboration.

Great Company - Better Products

Reviewed on 2017/03/13
David B.
President and CEO
Telecommunications, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Ease of use and customization is the best in the industry. Great client support. Nothing else to say really.

Cons: Nothing. The product sells and speaks for itself. Great stuff. Best cloud solution by far in the industry.

Salesforce Success Cloud

Reviewed on 2017/11/10
Deirdre G.
IBO/CSP
1 001-5 000 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Their support staff is always there when I need them. I am looking forward to the path towards growing my business.. Very easy to use.....Seamless

It works well but for none sales position just another company facebook

Reviewed on 2017/03/13
Brian A.
QA Engineer
Information Technology & Services, 201-500 Employees
Used the Software for: 1+ year
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: It is easy to use. Keeps an entire company connected in one place. Groups are easy to create and I will never forget someone's birthday.

Cons: Just another Facebook if you are not a sales person or someone who enters sales information. Our company still uses but non sales people no longer login.

robust and engaging

Reviewed on 2016/10/06
Nicola B.
Collaboration Practitioner
Professional Training & Coaching, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: love the community portal and the evolution of Lightening has made it so usable and intuitive.
customisation is key!

Pros: ease of use

Cons: reports and dashboards

Increase engagement with Partners & Customers

Reviewed on 2016/12/09
Edward B.
Senior Consultant
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Salesforce give you a Portal, out of the box to engage with your Partners & Customers. From Case Management to Collaboration, to Sales. This product is fully customisable and gets better every year. Using Chatter, Knowledgebase, Ideas, SOS, Live Support and more these applications are fully integrated into your CRM, giving a 360 degree view of your Partner/Customers and increase engagement.

Pros: Chatter, knowledge base, full integration and customisation make this product an invaluable addition to any company wanting to increase engagement with your Partner/Customer

Salesforce, yay

Reviewed on 2017/07/20
Patrick N.
Ops Manager
Telecommunications, 2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Fairly easy to use. The sales people don't get to see what others are doing. You can determine exactly who sees what information

Cons: It seems kind of clunky sometimes. It isn't very easy to tailor specifically to your needs, you just use as is

Salesforce Communities: Industry leading portal solution

Reviewed on 2017/05/18
Naveen G.
CEO
Information Technology & Services, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: It is easy to setup and fairly powerful. Salesforce provides industry leading security best practise, so the data is secure.

Pros: Salesforce Communities provides a portal for employees, customers and partners. A standard interface is available out of the box with basic UI configuration. For advanced user interface custom development can be used. Standard Salesforce objects are used as database.

Cons: It is a relatively expensive solution. For small organization budget can be an issue. However the advantage is that it is fairly easy to setup a basic version of Salesforce Communicities.

My Salesforce Review

Reviewed on 2017/03/13
Taylor T.
Channel Account Manager
1 001-5 000 Employees
Used the Software for: 1+ year
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Building reports is difficult in salesforce. When i worked at Forcepoint and used this site daily, it always took most of my time during the day to build that report.

Pros: Moderate to easy use.

Cons: Building reports is weak.

SalessForce Craig

Reviewed on 2017/03/14
Craig R.
Web Developer
2-10 Employees
Used the Software for: 1+ year
Reviewer Source 
Source: SoftwareAdvice
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: I work in SalesForce and rely on it's object and workflow rules to manage our data that we are using. SalesForce is powerful but not the most intuitive software to use on day to day basis. I have gained appreciation for the workflow rules, process builder and approval rules that allow for custom made SalesForce functions to help manage our data structures and data that we pass between our visual pages.

Pros: Ability to manipulate and change data structures on the fly to account for different processes. Also the plug-ins and ability to tie in things such a docusign, conga workflow are among some of the reasons SalesForce will continue to attract so much business.

Cons: Not intuitive and can be a bit of a pain to navigate through the various ways to get through anything.

Very Easy to Use

Reviewed on 2018/06/05
Colleen O.
Business Development Specialist
Marketing & Advertising, 5 001-10 000 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: One of the best CRM softwares out there! Love, Love, Love it! Happy with all the functionality and ease of use.

Cons: It is a slightly pricey product. Its not much of a complaint because I understand you get what you pay for, and as far as bang for your buck goes, it's worth it.

Salesforce

Reviewed on 2018/04/23
Justine V.
Project Coordinator
5 001-10 000 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: This program is excellent for those who frequently excel to manage accounts. It's also great that the program exports to excel sheets.

Cons: Thankfully, I don't have too many cons regarding Salesforce Community Cloud. It's a bit pricey, but you get what you pay for!

Salesforce is Great

Reviewed on 2017/12/27
Bryant H.
Customer Success Associate
Information Technology & Services, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Salesforce is helpful to link articles that help with problems related to customers. I helps organize how problems are found and where to go to fix them.

Cons: It not very exciting to look at. Just takes practice to learn how to use all the features available.

Big Business

Reviewed on 2017/03/14
Mirco H.
MD
Marketing & Advertising, 13-50 Employees
Used the Software for: 2+ years
Reviewer Source 
Source: SoftwareAdvice
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: It's a perfect solution for big enterprises. It offers everything you need and more. You will not think of changing to another solution so fast

Cons: Very complex, not easy to get in. Lots of tools. Very expensive. High costs of setting up. Sometimes very complicated

A mess if you need multiple fronts

Reviewed on 2018/03/05
Verified Reviewer
Senior Technical Services Specialist
Internet, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source 
2/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: Article management is robust, and allows for a lot of fine control on whats displayed, in both a wysiwyg editor, and jumping into the underlying HTML. Visual editor makes putting together the pages themselves very easy

Cons: Segmenting off articles between an internal and external is difficult to impossible. Any support issues go through India based agents, who constantly want phone calls and screenshares, and dont seem to know the product that well.