---
title: Salesforce Customer Success Reviews
meta_title: 'Salesforce Customer Success Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 388 reviews by the users' company size, role or industry
  to find out how Salesforce Customer Success works for a business like yours.
aggregate_rating:
  rating_value: 4.4
  review_count: 388
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Ecosystem Service Providers
  url: https://www.g2.com/categories/ecosystem-service-providers
---

# Salesforce Customer Success Reviews
**Vendor:** Salesforce  
**Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services)  
**Average Rating:** 4.4/5.0  
**Total Reviews:** 388
## About Salesforce Customer Success
Salesforce Customer Success is a community of customers and employees committed to driving success for our customers and our customers&#39; customers. From easy to use resources to embedded solution experts, organizations can elevate their AI capabilities and get the most value out of their Salesforce investment. Our comprehensive success portfolio includes: Success Plans - 3 levels of innovative tools, guidance, and support to help you achieve your ambitious goals: - Standard Success Plan: Self-guided resources included with all licenses. - Premier Success Plan: Personalized programs and expedited support. - Signature Success Plan: Proactive partnership and the fastest support. Professional Services: Trusted advisors to help accelerate your time to value with AI + Data + CRM.



## Salesforce Customer Success Pros & Cons
**What users like:**

- Users value the **excellent support and resources** from Salesforce Customer Success, enhancing their experience and efficiency. (37 reviews)
- Users value Salesforce Customer Success for their **exceptional customer support** , enhancing relationships and addressing service needs effectively. (31 reviews)
- Users value the **deep understanding** of their workflows by Salesforce Customer Success, enhancing product development and communication. (25 reviews)
- Users love the **ease of use** of Salesforce Customer Success, making client relationship management simple and efficient. (20 reviews)
- Users value the **holistic view and fast knowledge** provided by Salesforce Customer Success for effective account management. (18 reviews)
- Users appreciate the **user-friendly interface** of Salesforce Customer Success, enjoying its intuitive design and extensive documentation. (18 reviews)
- Expertise (16 reviews)
- Users praise the **quick response time** and proactive follow-up from Salesforce Customer Success for resolving issues effectively. (16 reviews)
- Users appreciate the **24/7 support responsiveness** of Salesforce Customer Success, finding help readily available for any situation. (16 reviews)
- Proactivity (14 reviews)

**What users dislike:**

- Users experience **poor customer support** due to slow response times and inconsistency in service quality from representatives. (24 reviews)
- Users find the **high costs and maintenance** of Salesforce Customer Success to be a significant drawback. (16 reviews)
- Users note the **expensive pricing** of Salesforce Customer Success, making maintenance and adoption challenging for teams. (16 reviews)
- Users experience **time zone issues** when scheduling success reviews, making collaboration challenging for global teams. (3 reviews)

## Salesforce Customer Success Reviews
  ### 1. Salesforce customer experience is what it makes salesforce even better

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ashok V. | Senior Manager, Business Applications, Enterprise (> 1000 emp.)

**Reviewed Date:** September 19, 2024

**What do you like best about Salesforce Customer Success?**

The responsiveness and the ability to get updates via slack is very helpful

**What do you dislike about Salesforce Customer Success?**

More AI expert features to write the case description automatically based on the subject 

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

We get the support for platform and any help with issues that are ongoing and professional services support.

  ### 2. Salesforce Customer Success: Fast Help, Occasional Delays

**Rating:** 4.5/5.0 stars

**Reviewed by:** Isabel N.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I like that Salesforce Customer Success offers responsive support and personalized guidance, helping me quickly overcome challenges and optimize my use of the platform.

**What do you dislike about Salesforce Customer Success?**

I dislike that Salesforce Customer Success can sometimes be slow to respond during peak times, and certain advanced support services may require additional fees.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce Customer Success helps resolve support issues faster and provides expert guidance for maximizing platform value. This boosts my productivity, shortens problem resolution times, and ensures I'm always using Salesforce effectively.

  ### 3. Salesforce is an amazing product

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** August 22, 2024

**What do you like best about Salesforce Customer Success?**

Salesforce is leaning heavy with AI that's super useful for customer success teams. 

**What do you dislike about Salesforce Customer Success?**

Customer teams don't always have a true “single pane of glass”

**Recommendations to others considering Salesforce Customer Success:**

Please go for it

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Helps manage multiple opportunities.

  ### 4. Innovative Solutions with Stellar Expertise

**Rating:** 4.0/5.0 stars

**Reviewed by:** Alessio B.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate Salesforce Customer Success for their expertise and methodologies, which are critical for our business-to-business model. Their services help us organize our data effectively and activate agents efficiently. The innovation they drive aids in understanding how to set sustainable goals, making our transition towards an agile organization smoother.

**What do you dislike about Salesforce Customer Success?**

I do not have insights here

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I use Salesforce Customer Success to gather innovative ideas for B2B data organization and agent activation, enhancing our service and e-commerce operations.

  ### 5. Great Customer Focus, but Complexity Can Overwhelm Smaller Teamsy review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Anthony J.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I think salesforce cuatomer service can guide team to success

**What do you dislike about Salesforce Customer Success?**

“I really respect Salesforce’s focus on customer success, but one thing I find challenging is that the platform can sometimes feel overly complex for smaller organizations. The breadth of features and constant updates can be overwhelming for users who just need the essentials. I think simplifying certain workflows or providing more tailored onboarding for smaller teams could improve the experience.”

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I’m with non profit org

**Official Response from Choi Chow:**

> We appreciate your feedback and understand the challenges that smaller organizations may face with the complexity of our platform. We are constantly working to improve the user experience and offer tailored solutions for different types of organizations. Your input is valuable in helping us make these improvements. 

If you continue experiencing issues, you can find some help at https://help.salesforce.com/s/. 

  ### 6. Swift Issue Resolution with Salesforce Customer Success

**Rating:** 4.0/5.0 stars

**Reviewed by:** STS Sarma S.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate the speed at which issues are resolved, as it's incredibly helpful and one of the main reasons for using Salesforce Customer Success. The capability to analyze data, such as OGG Health, provides valuable analytical perspectives. Additionally, the efficiency of the system in resolving problems quickly is a significant advantage.

**What do you dislike about Salesforce Customer Success?**

Nothing

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I find Salesforce Customer Success valuable for quickly resolving issues and providing helpful analytical perspectives to analyze OGG Health and other challenges.

  ### 7. Proactive Guidance and Support, but Response Times Can Be Slow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lakshmi P.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I like that Salesforce Customer Success provides proactive guidance, personalized support, and best practices that help us use Salesforce more effectively and achieve our business goals faster.

**What do you dislike about Salesforce Customer Success?**

Sometimes the response time can be slow, and the solutions provided may feel generic rather than fully tailored to our specific business needs.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce Customer Success helps solve challenges like slow adoption, inefficient processes, and poor data visibility by providing expert guidance, best practices, and proactive support.

**Official Response from Choi Chow:**

> Thank you for sharing your feedback, it's incredibly valuable to us.

We hear you on both the response time and the need for more tailored solutions. Your experience doesn't reflect the level of service we strive to provide, and we're committed to doing better.

Your input helps us see where we need to improve clarity, speed, and relevance in the support you receive. We appreciate you taking the time to let us know, and we'll make sure your experience is shared with the teams focused on strengthening our customer support.

  ### 8. Valuable Resource for Development Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Vidi V.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate Salesforce Customer Success for their rich knowledge and readiness to assist, which serve as a major resource for us. Their expertise helps us find the right solutions during development, especially with methods we're unfamiliar with. I also value the enhanced messaging they've helped implement.

**What do you dislike about Salesforce Customer Success?**

NA

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I find Salesforce Customer Success helps us find the right solution during development, providing rich knowledge and readiness to assist with methods we aren't familiar with.

  ### 9. Streamlined Client Engagement with Salesforce

**Rating:** 4.0/5.0 stars

**Reviewed by:** Daniel W.

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

I find the timely engagement with clients invaluable as it ensures we follow up appropriately and understand the value of each client. The reporting and metric tracking are incredibly useful for executive reporting and identifying new opportunities. I appreciate its seamless integration with Salesforce CRM.

**What do you dislike about Salesforce Customer Success?**

Nothing in particular comes to mind

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I use Salesforce Customer Success to ensure timely client engagement, improve executive reporting with better metric tracking, and identify additional opportunities.

  ### 10. Comprehensive CRM with Strong User Learning Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Lindsay A. | Client Engagement Technical Analyst

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I find all aspects of Salesforce Customer Success valuable. Each component adds distinct benefits to our organization. I especially appreciate their role in promoting user acceptance and learning, which is crucial for us. I am positive about continuing our partnership, especially as we transition towards AI involvement.

**What do you dislike about Salesforce Customer Success?**

Huge ecosystem that’s very complex

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I use Salesforce to promote user acceptance and learning for those unfamiliar with it, adding value in various ways.

  ### 11. Modernized CRM with Ease and Productivity

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ashish J.

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate the low code, no code nature of Salesforce which makes it easy to test and deploy changes without needing detailed coding experience. Additionally, Salesforce's development framework and agile methodology enhance the ease of developing and demonstrating solutions.

**What do you dislike about Salesforce Customer Success?**

Cost can be high

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I use Salesforce to modernize CRM, improve efficiency and productivity, manage cases, and automate workflows, benefiting from its agile development framework and low code capabilities for quick changes.

  ### 12. Exceptional Support, Seamless Integrations

**Rating:** 4.5/5.0 stars

**Reviewed by:** Pamela K. | Platform Support - Service Design &amp; Support /  DnA – Sales &amp; Service Solutions

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate the help and expertise Salesforce Customer Success provides to our organization. The enhanced chat features have improved our communication, and their support with implementing Avaya, Tenfold, and Xyngli has been invaluable. I also enjoy the Data Cloud and AgentForce services they offer.

**What do you dislike about Salesforce Customer Success?**

Nothing at this time

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce Customer Success helps us transition from legacy chat systems to enhanced chat, addressing our questions and issues efficiently with expert assistance.

  ### 13. Salesforce Customer Success Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nithish V. | Technical Solutions Consultant, Enterprise (> 1000 emp.)

**Reviewed Date:** October 01, 2025

**What do you like best about Salesforce Customer Success?**

It has endless features, right from checking customer's details to checking their asset details to draft them an email and many others

**What do you dislike about Salesforce Customer Success?**

It has multiple options to explore and understand, new users might take sometime to get used to it.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce is the one application I used day in out and have been using it since I started my job at 2019. I use it interact with my clients/customers and offer support via Salesforce.

  ### 14. Proactive Support and Tailored Advice, but Some Limitations with Salesforce Customer Success

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I really like how Salesforce Customer Success provides proactive, hands-on support instead of just troubleshooting issues.
They help identify opportunities for improvement and share best practices tailored to each organization.

**What do you dislike about Salesforce Customer Success?**

Sometimes the guidance from Salesforce Customer Success can feel a bit generalized rather than specific to complex business setups.
Response times or scheduling deeper strategy sessions can take longer during busy periods.
Access to advanced resources or dedicated architects often depends on your support tier.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce Customer Success helps organizations get the most value from their Salesforce investment.
It solves problems like poor adoption, inefficient processes, and lack of guidance in using the platform effectively.

**Official Response from Choi Chow:**

> Thank you for sharing your feedback, it's incredibly valuable to us.

We hear you on both the response time and the need for more tailored solutions. Your experience doesn't reflect the level of service we strive to provide, and we're committed to doing better.

Your input helps us see where we need to improve clarity, speed, and relevance in the support you receive. We appreciate you taking the time to let us know, and we'll make sure your experience is shared with the teams focused on strengthening our customer support.

  ### 15. Expert Support Makes Exploring New Features Easy and Reassuring

**Rating:** 5.0/5.0 stars

**Reviewed by:** Isaiah D.

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate knowing that we can count on expert support whenever we explore new features and enhancements. It’s reassuring to have that expertise available before we fully commit to something new.

**What do you dislike about Salesforce Customer Success?**

I have no complaints about our Customer Success experience.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

They consistently demonstrate methods to help us enhance the health of our Salesforce org, and they provide specialized training tailored to the needs of our team.

  ### 16. Simple and Straightforward Product, but Lacking Documentation

**Rating:** 4.0/5.0 stars

**Reviewed by:** Malek B. | Senior Software Engineer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

Overall, the product is simple and very straightforward. I really appreciate how everything is presented in such a direct and uncomplicated way.

**What do you dislike about Salesforce Customer Success?**

The documentation is somewhat lacking, or at the very least, it could benefit from more detailed explanations on certain topics.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I believe the value of customer success lies in providing us with a comprehensive, 360-degree view of every aspect of our customer management.

  ### 17. Helpful Articles, but Support Channels Can Be Confusing

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jackie W. | Senior Assistant Director, Business Systems, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

The help articles are excellent and provide a wealth of useful information. There is a lot to gain from exploring them.

**What do you dislike about Salesforce Customer Success?**

It can be confusing to know when to contact your CSM, when to log a support case, or when to use the community especially if your issue spans technical and strategic areas.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Messaging in app and web implementations other help articles and trails

  ### 18. Great Product with Excellent Customer Success

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas K.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate Salesforce's customer success services as they are effective and without challenges, evidenced by our decision to plan on renewing the service. It's great, suggesting high satisfaction, and requiring no changes implies its comprehensive utility.

**What do you dislike about Salesforce Customer Success?**

I don't dislike anything

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I find Salesforce's Customer Success to be valuable and great, as evidenced by our plan to renew and the lack of suggested changes.

  ### 19. Boosts Efficiency with Agent Force

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jason W.

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

I love how Salesforce Customer Success enhances customer communication, which is essential for our operations. I find the 'agent force' aspect particularly valuable as it significantly increases efficiency within our team. Overall, I appreciate the comprehensive service that supports our field agents effectively.

**What do you dislike about Salesforce Customer Success?**

Nothing

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I use Salesforce Customer Success to enhance customer communication, and it increases efficiency for our field agents.

  ### 20. Best product to solve your org issues on time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** September 20, 2024

**What do you like best about Salesforce Customer Success?**

The new age enforce integration on the customer success have made it really quick and easily find a solution.

**What do you dislike about Salesforce Customer Success?**

There are some unique use cases on niche products or sf where I feel it still need improvements.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

We had professional serices from salesforce support. Which help us in solving complex issues in time and in a efficent way.

  ### 21. Great Support Navigating Salesforce, but Team Structure Can Be Confusing

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Aviation & Aerospace

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I like the partnership and ability to get support navigating Salesforce as a whole.

**What do you dislike about Salesforce Customer Success?**

No real dislikes. I would say that having a whole account team to work with is a positive, however, at times it can be confusing to determine who to go to for what which can cause delays in getting information or processing requests.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Customer success has helped us to determine roadmaps and paths forward with new capabilities that we have wanted to test. We have had them as partners to demonstrate capabilities and to exposed us to new capabilities.

  ### 22. Great Coaching for Employees, but Pricing and Complexity Are Drawbacks

**Rating:** 4.0/5.0 stars

**Reviewed by:** ankur m. | VP, Sales | Chief Technology and Product Officer , Enterprise (> 1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

It is a great coach for average and mid level employees

**What do you dislike about Salesforce Customer Success?**

Pricing and implementation of complex use cases

**Recommendations to others considering Salesforce Customer Success:**

This is a great tool and I believe it will prove to be a worthwhile investment. Consider the long term investment not just short term.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Its a great product for large teams ensuring consistency across all reps

  ### 23. Engaging and Keeps My Skills Sharp

**Rating:** 4.5/5.0 stars

**Reviewed by:** Christopher L.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

Trailhead is helpful and engaging for maintaining and expanding my knowledge

**What do you dislike about Salesforce Customer Success?**

There can be a lot of marketing fluff when I'm trying to learn on trailhead

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Trainings and self help sections provide the ability for me to solve the issues my org has and learn how to best serve the needs of my clients.

  ### 24. Great Support Access, But Lacking in Application Knowledge

**Rating:** 4.0/5.0 stars

**Reviewed by:** ian p. | Salesforce architect, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

The contact points are so easy and pretty much any info that I need i can get from them or they will redirect me

**What do you dislike about Salesforce Customer Success?**

Sometimes they do not understand enought about application and business cases

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

The service has been helpful in providing better solutions and customizations on top of what my client already has.

  ### 25. Fast Answers and Results, but Support Can Be Complicated

**Rating:** 5.0/5.0 stars

**Reviewed by:** John M.

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

It helps get us answers quicker and then drive results faster by being able to action on them

**What do you dislike about Salesforce Customer Success?**

Sometimes it is a bit difficult to work with since you usually have to work with multiple levels of support

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce is making our decision making process much easier and our work environment more efficient

  ### 26. Expert Guidance Adds Value, but Price Is High

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul N. | Sales, Enterprise (> 1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

Provides experts to help customers understand what they are doing

**What do you dislike about Salesforce Customer Success?**

It is on the expensive side but there is value

**Recommendations to others considering Salesforce Customer Success:**

If time to market and getting things done right is impeotant, then go with CS

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Ensuring customers achieve their goals and get the value they are looking for by purchasing SalesForce.

  ### 27. A structured and valuable partnership with clear strategic impact

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tine Kirkeby E.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

Proactive guidance, access to the right experts, and structured collaboration through QBRs and planning sessions.

**What do you dislike about Salesforce Customer Success?**

Nothing at the moment — the collaboration has been very smooth and valuable.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

They help us align our roadmap with Salesforce best practices, make informed architectural choices, and get the most value from our platform investments.

  ### 28. Proactive and Supportive: Salesforce Customer Success Exceeds Expectations

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

Salesforce Customer Success takes a proactive approach, in contrast to traditional support teams that only address problems once they occur. They assist customers by identifying potential risks ahead of time, optimizing how the platform is used, and supporting future growth planning.

**What do you dislike about Salesforce Customer Success?**

Nothing I could think of. It does the job

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce solutions cover a wide range of areas, including Sales, Service, Marketing, and others. The Customer Success team plays a crucial role in making sure implementations are carried out efficiently, properly integrated, and built on a scalable architecture.

  ### 29. Customizable Salesforce Platform with Minor Limitations

**Rating:** 2.5/5.0 stars

**Reviewed by:** Verified User in Farming

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

The best thing about salesforce customer success that it is a sales source platform. Which means that it is easily customizable just like all of salesforce other products.

**What do you dislike about Salesforce Customer Success?**

Some aspects of the product cannot be customized, but these are easy to manage and don't pose much of an issue.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce customer success has been instrumental and supporting our sales and service platforms enabling our users to assist our customers in the best way possible. Their guidance helps us ensure we are successful in meaning our customers needs.

  ### 30. Comprehensive Customer Insights for Stronger Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate how it provides comprehensive customer insights, bringing all interactions and history together in one place. This makes support more effective and helps build stronger relationships.

**What do you dislike about Salesforce Customer Success?**

I find that some of the reporting and analytics features are not as intuitive as I would like, which makes it more difficult to quickly obtain detailed insights about customers.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce Customer Success is a valuable tool for managing customer relationships, tracking support cases, and monitoring satisfaction. By using it, businesses can enhance customer retention and foster long-term loyalty.

  ### 31. Great 360° Customer View and Interaction History

**Rating:** 5.0/5.0 stars

**Reviewed by:** swati g. | Senior Manager - Salesforce Consulting

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

360 view of customer. Interaction history, upsell and renewal infom

**What do you dislike about Salesforce Customer Success?**

Integrations with other systems is challenging.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Salesforce Customer Success helps us optimize lead tracking and pipeline management by ensuring best practices, efficient use of features, and smooth adoption. It’s helping us close deals faster and make data-driven decisions.

  ### 32. Fast Responses and Helpful Resources Make for Positive Interactions

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lindi B. | System admin

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

I like how quickly people respond and that they usually provide helpful resources.

**What do you dislike about Salesforce Customer Success?**

I honestly don’t think I have an answer for this question. I have only had positive interactions.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I believe they are responding to all of the feedback being submitted about the education cloud and OmniStudio.

  ### 33. Salesforce Customer Success: Proactive Partnership and Continuous Value

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Consulting

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

> What I like best about Salesforce Customer Success is how deeply it’s built around partnership and proactive enablement. It’s not just about solving issues — it’s about helping customers realize continuous value through adoption, innovation, and measurable business outcomes. The focus on customer health, data-driven insights, and industry best practices creates a true ecosystem where clients feel supported at every stage of their Salesforce journey.

**What do you dislike about Salesforce Customer Success?**

I dont have negative experiences with customer success

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

It helps to know your customer better and fulfill their needs

  ### 34. Salesforce user

**Rating:** 5.0/5.0 stars

**Reviewed by:** Trevon C. | Founder , Consumer Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 07, 2025

**What do you like best about Salesforce Customer Success?**

The sheer volume of information presented before you even make a selection can be overwhelming.

**What do you dislike about Salesforce Customer Success?**

I’m still waiting to see if there are any flaws in this amazing product, but so far I haven’t noticed any.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

There are issues with marketing as well as challenges in establishing connections with other companies.

  ### 35. Scalable CRM Foundation Aligned with Best Practices

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda L. | Director of Sales Operations

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I feel confident that our CRM foundation is both scalable and aligned with best practices.

**What do you dislike about Salesforce Customer Success?**

At the moment, I don't have any dislikes—I'm satisfied.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Regular success reviews, along with Signature Success metrics, help ensure that both Salesforce and our team stay aligned on key milestones and KPIs.

  ### 36. Faster Issue Resolution with Human-AI Collaboration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Salesforce Customer Success?**

Faster resolution is possible when humans are involved, as they are better equipped with AI helping like manuals , trouble shooting tips to find solutions and address issues effectively.

**What do you dislike about Salesforce Customer Success?**

At the moment, I have nothing specific to mention, but I believe there is always room to improve the process and continue innovating.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

The integration with AI helps route tickets to the appropriate agents, while more complex issues that require human intervention are directed to the right people. This process leads to faster resolution times.

  ### 37. Agents Great experience

**Rating:** 4.5/5.0 stars

**Reviewed by:** anudeep b.

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

They always respond quickly to any questions or issues we encounter.

**What do you dislike about Salesforce Customer Success?**

Sometimes, it lacks sufficient detailed information.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I have encountered several issues related to Agent Force, Prompt Reponse and Omni Channel. These problems have affected my experience and made it challenging to use the platform efficiently.

  ### 38. Great integration with information, no negative points

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gabi Dantas D.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

Integration with the information to be able to serve quickly

**What do you dislike about Salesforce Customer Success?**

There is nothing I dislike at the moment.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Resolving support issues for all customers is essential. Ensuring that each customer receives the necessary assistance makes all the difference in the service experience.

  ### 39. User-Friendly and Easy, But Sometimes Time-Consuming

**Rating:** 4.0/5.0 stars

**Reviewed by:** Michael  B.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

There are a lot of great things but the easy, user friendly aspects is what I like

**What do you dislike about Salesforce Customer Success?**

It’s can be time consuming sometime. It takes a bit of time something which is not ideal.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Getting closer to the customers problems sooner. This cuts down time

  ### 40. Great for Learning New Features, but Access Can Be Challenging

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kelsey R. | Senior Salesforce administrator, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 16, 2025

**What do you like best about Salesforce Customer Success?**

That help me learn new features and recommend sol it ions

**What do you dislike about Salesforce Customer Success?**

It’s a little difficult to gain access to them

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

They help me with issues that I have with Salesforce, they also make sure that I’m using the product to its full benefit

**Official Response from Choi Chow:**

> We apologize for the challenges you've experienced in gaining access to our Customer Success team. If you continue having this issue, you can find help at https://help.salesforce.com/s/.

  ### 41. Great Variety and Helpful Support Make This Product Stand Out

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sharon C.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate how it offers a variety of options and accessible help assistance. The availability of support makes using the product much easier and more convenient.

**What do you dislike about Salesforce Customer Success?**

No issues. None, I find it helpful and insightful.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

reaching  target clients and streamline customer service

  ### 42. Great Support and Time-Saving, but Pricey

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paola C. | Event and Data Management Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

They are readily available to assist and allows me more time to help customer

**What do you dislike about Salesforce Customer Success?**

I think he only thing that’s a little problematic is the cost

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

I am a solo admin and this has helped me work more efficiently in salesforce

  ### 43. Comprehensive Customer View, but Reporting Overlap Needs Improvement

**Rating:** 3.5/5.0 stars

**Reviewed by:** Venus E.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I love that there is a whole view of the customer from start to finish of a project.

**What do you dislike about Salesforce Customer Success?**

The reporting overlap across objects isn’t as nice to look at

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Have a full picture of all the projects of a client.

  ### 44. Great Tool for Solving Cx Issues—No Complaints So Far

**Rating:** 5.0/5.0 stars

**Reviewed by:** Raghava U.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

This tool has proven to be quite helpful in addressing our Cx issues.

**What do you dislike about Salesforce Customer Success?**

Loving everything about the platform, I do not have any dislikes at the moment.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

This tool has proven to be quite helpful in addressing our Cx issues.

  ### 45. Exceptional Concierge-Level Support from Salesforce

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christine C. | IT Manager - Salesforce Development

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

Concierge-like service any time we interact with Salesforce. It’s evident Salesforce is a partner in our success and they want to help us be successful.

**What do you dislike about Salesforce Customer Success?**

Nothing that we dislike about Customer Success at Salesforce

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Very fast support and concierge-like service

  ### 46. User-Friendly Tools, but Ticket Resolution Can Be Slow

**Rating:** 4.0/5.0 stars

**Reviewed by:** Jeffrey  W.

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

I appreciate how easy it is to use the tools that are provided.

**What do you dislike about Salesforce Customer Success?**

Sometimes, there are periods when you have to wait for your tickets to be resolved.

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Expanding into the AI space making creating and using agents more accessible

  ### 47. Limited Experience with Salesforce, Yet to See Full Benefits

**Rating:** 2.5/5.0 stars

**Reviewed by:** Brendan O.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

I value Salesforce Customer Success for their focus on customer relations, which is essential for my work. They provide solutions that appear to cater well to customer service needs, making them a promising choice for relationship management.

**What do you dislike about Salesforce Customer Success?**

Nothing

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

None

  ### 48. Adorable Plushie Reward, but the Form Is a Hassle

**Rating:** 4.0/5.0 stars

**Reviewed by:** Kai M. | Revenue Operations

**Reviewed Date:** October 14, 2025

**What do you like best about Salesforce Customer Success?**

Everything mostly the fact that I get a plushie - so cute!

**What do you dislike about Salesforce Customer Success?**

The fact that I have to fill out a form to get a plushie

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

Actually I don’t know what what this is I just want a plushie

  ### 49. Great for Managing Leads, Wish I Knew About It Sooner just learned about this!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Perrin A.

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

It’s helping us manage all of our stuff and applications with our leads

**What do you dislike about Salesforce Customer Success?**

I didn’t know about it until today and I’m kind of bummed that I didn’t

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

It’s helping us filter through all of our contacts and accounts

  ### 50. Great Problem Solver with Excellent Accessibility

**Rating:** 5.0/5.0 stars

**Reviewed by:** David F. | Salesforce Marketing Cloud Consultant

**Reviewed Date:** October 15, 2025

**What do you like best about Salesforce Customer Success?**

It's way to solve my problems and accessibility

**What do you dislike about Salesforce Customer Success?**

I don't think I dislike anything about it

**What problems is Salesforce Customer Success solving and how is that benefiting you?**

This tool has been an excellent way to boost my business's productivity. I've found it very effective in helping me work more efficiently.


## Salesforce Customer Success Discussions
  - [What is PSA in FinancialForce?](https://www.g2.com/discussions/what-is-psa-in-financialforce) - 2 comments
  - [What is PSA in Salesforce?](https://www.g2.com/discussions/what-is-psa-in-salesforce) - 2 comments

- [View Salesforce Customer Success pricing details and edition comparison](https://www.g2.com/products/salesforce-customer-success/reviews?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-06+04%3A26%3A44+-0500&secure%5Bsession_id%5D=ff0324f9-52f9-4b5e-b800-4c6b57bcfebc&secure%5Btoken%5D=32cd76c5569d1ade17f5ddbc0a4aa8e0311a90acd6bc2a2dfd5442d2535950bf&format=llm_user)

## Salesforce Customer Success Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Support**
- Go Live Support
- Documentation
- Training 
- Metrics
- Admin Services

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

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