Our sales process has seven stages, three approval gates and territory rules that change quarterly. Every other CRM we trialed asked us to simplify. Salesforce just modeled it. That flexibility is expensive and for us it was the requirement.
Pros
Sandbox environments let you test changes before they hit the team.
Cons
It needs an administrator past roughly 20 seats. That is a role, not a favor.
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Laura Goodwin
Studio Director, Beacon Legal Partners
United States·Manufacturing·51 to 200 employees
4.0
Dec 3, 2024
Verified userLinkedIn confirmedUsed less than 6 months
Reporting our board trusts
Our sales process has seven stages, three approval gates and territory rules that change quarterly. Every other CRM we trialed asked us to simplify. Salesforce just modeled it. That flexibility is expensive and for us it was the requirement.
Pros
Customization has no practical ceiling. It will model any process you can describe.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Talia Pemberton
People Operations Lead, Hillcrest Family Clinic
Canada·Accounting·11 to 50 employees
4.0
Nov 16, 2024
Used 6 to 12 months
Reporting our board trusts
With an admin, this is the best CRM available. Without one it is an expensive database. We hired a part time admin in month two and that is the decision that made the rollout work.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Dana Larkin
VP of Sales, Granite Peak Roofing
United States·Retail·1 to 10 employees
5.0
Aug 14, 2024
Verified userLinkedIn confirmedUsed less than 6 months
The ceiling is higher than we will ever reach
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Portia Bhatt
Chief of Staff, Lantern Creative
Canada·Manufacturing·11 to 50 employees
5.0
Aug 9, 2024
Verified userLinkedIn confirmedUsed 6 to 12 months
The ceiling is higher than we will ever reach
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
4 found this helpful
Lorena Quintero
HR Manager, Bluewater Consulting
United States·Hospitality·1 to 10 employees
3.0
Jul 8, 2026
Verified userUsed 2 or more years
Great once configured, painful to configure
Reps find it dense. We trained everyone for a day and still spent two months on adoption. Once it clicked it clicked, but do not expect people to pick it up on their own.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Devon Gallagher
Operations Manager, Hillcrest Family Clinic
Other·Hospitality·1 to 10 employees
5.0
Jun 29, 2026
Verified userLinkedIn confirmedUsed less than 6 months
Reporting our board trusts
With an admin, this is the best CRM available. Without one it is an expensive database. We hired a part time admin in month two and that is the decision that made the rollout work.
Pros
Sandbox environments let you test changes before they hit the team.
Cons
The interface is dense and reps need training before they adopt it.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Genevieve Dupont
VP of Sales, Blackstone Contracting
United States·Hospitality·1 to 10 employees
5.0
May 14, 2026
Verified userUsed 6 to 12 months
It models our process exactly, because we built it
With an admin, this is the best CRM available. Without one it is an expensive database. We hired a part time admin in month two and that is the decision that made the rollout work.
Pros
Customization has no practical ceiling. It will model any process you can describe.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Halima Fairbanks
Chief of Staff, Blackstone Contracting
Other·Financial services·11 to 50 employees
5.0
Apr 27, 2026
Verified userLinkedIn confirmedUsed less than 6 months
The ceiling is higher than we will ever reach
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
The AppExchange has a maintained integration for essentially everything.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Jerome Eriksson
HR Manager, Tidewater Marine Services
United States·Real estate·1 to 10 employees
4.0
Feb 13, 2026
LinkedIn confirmedUsed less than 6 months
Reporting our board trusts
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
It needs an administrator past roughly 20 seats. That is a role, not a favor.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Giselle Dubois
VP of Sales, Trailhead Bicycles
United States·Hospitality·1 to 10 employees
5.0
Jan 11, 2026
Verified userLinkedIn confirmedUsed 6 to 12 months
The ceiling is higher than we will ever reach
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
Reporting and dashboards are the deepest in this category.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Hannah Chaudhary
Founder, Redbrick Property Group
United States·Transport and logistics·11 to 50 employees
4.0
Sep 29, 2025
LinkedIn confirmedUsed 1 to 2 years
Nothing else could handle our territory rules
Our sales process has seven stages, three approval gates and territory rules that change quarterly. Every other CRM we trialed asked us to simplify. Salesforce just modeled it. That flexibility is expensive and for us it was the requirement.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Spencer Delgado
Managing Partner, Tidewater Marine Services
Canada·Software·201 to 500 employees
5.0
Sep 13, 2025
Verified userLinkedIn confirmedUsed 1 to 2 years
The ceiling is higher than we will ever reach
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
Customization has no practical ceiling. It will model any process you can describe.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Portia Okonkwo
HR Manager, Falcon Ridge Landscaping
Canada·Legal·11 to 50 employees
5.0
Sep 6, 2025
LinkedIn confirmedUsed less than 6 months
Nothing else could handle our territory rules
Our sales process has seven stages, three approval gates and territory rules that change quarterly. Every other CRM we trialed asked us to simplify. Salesforce just modeled it. That flexibility is expensive and for us it was the requirement.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
Real support is a paid add on unless you are on the top plan.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Danielle Goodwin
HR Manager, Meridian Dental Group
United States·Marketing·11 to 50 employees
5.0
Aug 6, 2025
Verified userUsed 6 to 12 months
The ceiling is higher than we will ever reach
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
Reporting and dashboards are the deepest in this category.
Cons
Per seat pricing is high and the useful features sit on the upper tiers.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Iris Stavros
Studio Director, Summit Physio
United States·Marketing·51 to 200 employees
5.0
Feb 7, 2025
Used 2 or more years
The ceiling is higher than we will ever reach
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
The AppExchange has a maintained integration for essentially everything.
Cons
Implementation partners are effectively mandatory and are not cheap.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Brendan Goodwin
Practice Manager, Maplewood Childcare
United States·Financial services·1 to 10 employees
4.0
Feb 5, 2025
Verified userUsed 1 to 2 years
Reporting our board trusts
Reporting is in a different league. Our board pack comes out of Salesforce and nobody questions the numbers, which was not true of the spreadsheet it replaced.
Pros
You can hire Salesforce expertise in any city in the US or Canada.
Cons
The interface is dense and reps need training before they adopt it.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Malcolm Reyes
Founder, Blackstone Contracting
United States·Healthcare·11 to 50 employees
5.0
Jan 27, 2025
Verified userLinkedIn confirmedUsed 6 to 12 months
It models our process exactly, because we built it
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Jerome Wesley
Controller, Harborline Supply
Canada·Construction·201 to 500 employees
5.0
Oct 13, 2024
Verified userUsed less than 6 months
The ceiling is higher than we will ever reach
With an admin, this is the best CRM available. Without one it is an expensive database. We hired a part time admin in month two and that is the decision that made the rollout work.
Pros
Territory management, approvals and validation rules handle genuinely complex sales.
Cons
Contracts are annual and paid up front, so being wrong costs a year.
Ease of use
Value for money
Customer service
Functionality
3 found this helpful
Katherine Kowalski
Sales Director, Copper Mountain Brewing
United States·Ecommerce·1 to 10 employees
5.0
Aug 30, 2024
Verified userLinkedIn confirmedUsed 1 to 2 years
The ceiling is higher than we will ever reach
The AppExchange had an integration for every system we run. Not a webhook and a prayer, a maintained integration with support behind it.
Pros
The AppExchange has a maintained integration for essentially everything.
Cons
Real support is a paid add on unless you are on the top plan.
United States
Canada