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Salesforce Customer Success Reviews & Provider Details

Salesforce Customer Success Overview

What is Salesforce Customer Success?

Salesforce Customer Success is a community of customers, partners, and employees committed to driving success for our customers—and our customers' 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. Partner (Apps and Experts): Over 200,000 credentialed experts and over 5,000 apps on AppExchange to help you scale and grow.

Salesforce Customer Success Details
Provider Website
Languages Supported
English, French, Japanese, Spanish
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Seller Details
Company Website
Year Founded
1999
HQ Location
San Francisco, CA
Twitter
@salesforce
584,242 Twitter followers
LinkedIn® Page
www.linkedin.com
78,543 employees on LinkedIn®
Ownership
NYSE:CRM
Phone
+1 (800) 667-6389
Total Revenue (USD mm)
$21,252
Description

Salesforce is a customer relationship management solution that brings customers and companies together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.


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Recent Salesforce Customer Success Reviews

MA
Michelle A.Mid-Market (51-1000 emp.)
5.0 out of 5
"Huge Support for a Small Team"
As a premier plan member, I love the 1-1 coaching sessions that I have access to. This is super helpful to hone in on areas I need support in. I al...
Ana Carla R.
AR
Ana Carla R.Mid-Market (51-1000 emp.)
5.0 out of 5
"Functional Analyst"
Assistance in capturing leads (re)leading users through the sales funnel and employing techniques to qualify them efficiently.
JR
Jake R.Enterprise (> 1000 emp.)
5.0 out of 5
"1 in 3 customer success interactions will be ok"
When you get someone good your issues are solved quickly and easily.

Salesforce Customer Success Media

Salesforce Customer Success Demo - Customer Success Score
The Customer Success Score is a transparent and comprehensive measure of your success with Salesforce and is a feature of the Signature Success Plan. It gives you a 360 view into your use of Salesforce products and features, the health of your implementations, and your engagements with the full S...
The Signature Success Plan helps you get the most value from Salesforce with insights and recommendations from your Customer Success Score, the deepest level of partnership, and the fastest support, provided by our Salesforce experts.
Play Salesforce Customer Success Video
The Signature Success Plan helps you get the most value from Salesforce with insights and recommendations from your Customer Success Score, the deepest level of partnership, and the fastest support, provided by our Salesforce experts.
The Premier Success Plan helps you start strong, grow your business, and get more value from Salesforce. From building expertise and driving product adoption, to troubleshooting and maintaining technical health, we are here for you.
Play Salesforce Customer Success Video
The Premier Success Plan helps you start strong, grow your business, and get more value from Salesforce. From building expertise and driving product adoption, to troubleshooting and maintaining technical health, we are here for you.
Entrust your most important AI and data priorities to the leading Salesforce consultants and architects. From advisory services to hands-on implementation, we bring the know-how to help you get it done right.
Play Salesforce Customer Success Video
Entrust your most important AI and data priorities to the leading Salesforce consultants and architects. From advisory services to hands-on implementation, we bring the know-how to help you get it done right.
The Customer Success Score empowers you to achieve your goals faster, fosters stronger connections, and encourages shared ownership of success. It serves as a unifying force, bringing together employees, customers, and partners to embody th
Play Salesforce Customer Success Video
The Customer Success Score empowers you to achieve your goals faster, fosters stronger connections, and encourages shared ownership of success. It serves as a unifying force, bringing together employees, customers, and partners to embody th
Be confident that your Salesforce solution is healthy and set up for success. Mitigate risk to help you minimize business disruptions with 24/7 Proactive Monitoring to detect risks earlier. Early warning of critical issues, featuring Smart
Play Salesforce Customer Success Video
Be confident that your Salesforce solution is healthy and set up for success. Mitigate risk to help you minimize business disruptions with 24/7 Proactive Monitoring to detect risks earlier. Early warning of critical issues, featuring Smart

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169 Salesforce Customer Success Reviews

4.5 out of 5
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169 Salesforce Customer Success Reviews
4.5 out of 5
169 Salesforce Customer Success Reviews
4.5 out of 5

Salesforce Customer Success Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for Salesforce Customer SuccessQuestion

Communication
0 (Worst)
10 (Best)
Responsiveness
0 (Worst)
10 (Best)
Execution Ability
0 (Worst)
10 (Best)
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G2 reviews are authentic and verified.
MA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Salesforce Customer Success?

As a premier plan member, I love the 1-1 coaching sessions that I have access to. This is super helpful to hone in on areas I need support in. I also love the library of webinars and training classes that they have available. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

The only thing that comes to mind as a dislike is the disconnect between the coaches and my account. This disconnect makes sense and I understand it. Not every single coach can be up to speed on my account and know exactly what is happening. The good thing is they do their best to quickly evaluate our account and make a recommendation or share best practice with me. Review collected by and hosted on G2.com.

Recommendations to others considering Salesforce Customer Success:

My advice to others, would be to go with the Premier Success Plan. This has been extremely helpful in learning Salesforce and Marketing Cloud. I feel like without the additional support learning the new tool would have been frustrating. Review collected by and hosted on G2.com.

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

Salesforce Customer Success has been helping me develop my SFMC skills. As a small team of 2, with myself as the only one working within SFMC, being able to reach out to Salesforce Customer Success has been extremely helpful. I use them as a resource to help me work through issues, resolve problems, and advance my knowledge of the tool. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Salesforce Customer Success?

I truly appreciate the swift response!!! Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

I have yet to encounter an issue that has been unsatisfactory. Review collected by and hosted on G2.com.

Recommendations to others considering Salesforce Customer Success:

Utilize the resources that the team provides you! The library that Salesforce has constructed for their clients is bountiful; use it! Review collected by and hosted on G2.com.

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

I have inhereted the Marketing Cloud Account Engagement (fka Pardot) and I am learning on the fly as I scramble to keep up with my company's marketing demands. The Customer Success team has been invaluable in situations where I need something fixed quickly and they are "Johnny on the spot!" The best part, I am taught how to do what I need, and to top the sundae with cherries; I am sent additional resources to further understand the process I was just introduced to! I am truly enjoying this adventure Review collected by and hosted on G2.com.

Paulo  S.
PS
CRM & RevOps Solutions Manager
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Salesforce Customer Success?

What I like best is their deep knowledge of the platform and their proactive approach to providing solutions tailored to our specific business needs. Their responsiveness and ability to offer strategic insights have been key in helping us maximize the value of Salesforce. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

Sometimes there are delays in response times during peak periods, which can be a bit frustrating when urgent matters arise. However, once engaged, the team is always thorough and helpful. Review collected by and hosted on G2.com.

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

Salesforce Customer Success is helping streamline our operations by providing expert guidance on system integrations and best practices for Revenue Operations. They have helped us optimize our Salesforce usage, ensuring better data flow between systems and improving overall business efficiency. Review collected by and hosted on G2.com.

Verified User in Aviation & Aerospace
GA
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Salesforce Customer Success?

What I like best about Salesforce Customer Success is the proactive support and personalized guidance we receive. They don’t just wait for issues to arise; they actively help us optimize our platform and prevent potential problems. The strategic advice and best practices they provide enable us to continuously improve our processes, ensuring we get the most out of Salesforce while driving better outcomes for our business. Their responsiveness and deep expertise make a huge difference in keeping our operations running smoothly. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

While the team is responsive, there are occasions when it takes longer to address more specific, intricate issues that require a deeper understanding of our unique setup. Additionally, at times, there’s a lot of information to sift through, which can make it hard to pinpoint the most relevant advice or action steps for our needs. Review collected by and hosted on G2.com.

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

At Southwest Airlines, our Signature Success plan with Salesforce is helping us address several key challenges. First, it provides us with proactive support and guidance, ensuring we’re ahead of potential issues and optimizing our Salesforce platform. The fast response times and expert help also allow us to resolve technical issues more quickly, minimizing any disruptions to our business processes. Additionally, the strategic guidance from Salesforce Customer Success helps us continuously improve our customer engagement strategies and streamline internal operations, leading to better efficiency and enhanced customer experiences. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Salesforce Customer Success?

What I love most about Salesforce Customer Success is how they really feel like a partner, not just a support team. They take the time to understand your business and give tailored advice that actually helps you get the most out of the platform. Their resources are fantastic—whether it's tutorials or real-time support, you always feel equipped to solve problems. Plus, knowing I can reach out 24/7 gives peace of mind. The community aspect is also great, where you can connect with others, share ideas, and learn from real-world experiences. Overall, it’s like having a knowledgeable guide by your side! Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

What I find a bit frustrating about Salesforce Customer Success is that complex issues can take longer to resolve, which can be a bit of a hassle. The premium support options are also pretty pricey, so smaller businesses might struggle with that. There’s also so much information available that it can feel overwhelming at times, especially if you're new to the platform. Lastly, there are occasional communication hiccups between support teams, which can cause delays. These are minor annoyances, but fixing them would make the experience even smoother. Review collected by and hosted on G2.com.

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

Increased efficiency in customer support and sales operations, leading to personalized customer experiences and better relationships. Data-driven decision-making for more informed strategies, seamless collaboration across departments, and improved internal workflows, providing scalability to accommodate business growth. Review collected by and hosted on G2.com.

JM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Salesforce Customer Success?

The communications and speed of getting to the resolution. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

That I didn't try that avenue before, and wasted many hours unnecessarily. Review collected by and hosted on G2.com.

Recommendations to others considering Salesforce Customer Success:

Take advantage of the tools at your disposal, don't be afraid to say you've maxed out your options and let the professionals handle it! Review collected by and hosted on G2.com.

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

There was an issue where one single user's emails were not synching with Salesforce. We tried a half dozen different solutions we found online and none of them worked. The support team was able to diagnose and fix the problem for us within just a few hours, after having spent well over a week on it previously. Review collected by and hosted on G2.com.

JR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
(Original )Information
What do you like best about Salesforce Customer Success?

When you get someone good your issues are solved quickly and easily. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

When you get an agent who is struggling to understand what you need it can be a long and tedious process to get the answers you need. Review collected by and hosted on G2.com.

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

Customer success helps us when we encounter blockers. Customer success is not my favorite salesforce thing. It seems like some success guides are great while others have no idea what you're talking about. Review collected by and hosted on G2.com.

Smitha R.
SR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Salesforce Customer Success?

What I like best about Salesforce Customer Success is the proactive approach to ensuring user satisfaction and maximizing the platform's value. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

There are a few areas that could be improved. One challenge is the steep learning curve for new users, which can be time consuming to address despite comprehensive training. Review collected by and hosted on G2.com.

Recommendations to others considering Salesforce Customer Success:

Involve key stakeholders from the beginning to gather their input and ensure their needs are met, plan for future growth and ensure your Salesforce implementation can adapt to changes and expansions and adhere to Salesforce best practices for setup, customization, and maintenance and make the most of Salesforce’s extensive resources. Review collected by and hosted on G2.com.

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

Salesforce Customer Success addresses several key problems, such as user adoption, process inefficiencies, and data management challenges. By providing comprehensive training and support, we ensure that users are confident and effective in their use of the platform, which enhances overall productivity. Customizing Salesforce to align with our business processes has streamlined operations, reducing manual tasks and errors. Effective data management practices have improved data accuracy and integrity, providing reliable insights for decision making. These solutions have led to increased efficiency, better data-driven decisions, and a higher return on our Salesforce investment, ultimately benefiting our entire org. Review collected by and hosted on G2.com.

Akhil N.
AN
Senior Business Development Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about Salesforce Customer Success?

Their tailored guidance and training materials are beneficial, ensuring users can efficiently navigate and leverage Salesforce's robust capabilities. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

Salesforce can be difficult to learn and navigate due to its comprehensive features. And the pricing for Salesforce and its additional services can be prohibitively expensive for smaller businesses. Review collected by and hosted on G2.com.

Recommendations to others considering Salesforce Customer Success:

Highly recommended for any organization looking to fully harness the power of Salesforce. Review collected by and hosted on G2.com.

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

Salesforce Customer Success provides exceptional support and resources to help businesses maximize their use of Salesforce products. Their team is highly knowledgeable, responsive, and genuinely invested in customer outcomes. Their tailored guidance and training materials are incredibly helpful, ensuring that users can efficiently navigate and leverage Salesforce's robust capabilities. The Customer Success Managers are proactive in identifying opportunities for improvement and growth, making the overall experience with Salesforce not just about using a software tool, but about achieving real, measurable business success. Highly recommended for any organization looking to fully harness the power of Salesforce. Review collected by and hosted on G2.com.

Gopal K.
GK
Product Owner
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about Salesforce Customer Success?

Data-Driven Insights: Salesforce provides a 360-degree view of customers by integrating data across various touchpoints. This helps companies understand customer needs better, improve engagement, and offer tailored solutions. Review collected by and hosted on G2.com.

What do you dislike about Salesforce Customer Success?

While highly powerful, Salesforce can become expensive, especially when scaling or adding more advanced features and third-party integrations, which can be a concern for businesses with budget constraints. Review collected by and hosted on G2.com.

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

**Lack of Customer Insights**: Salesforce Customer Success provides tools for collecting and analyzing customer data, helping businesses understand customer behavior, preferences, and needs. This insight helps you personalize engagement and build stronger relationships, ultimately leading to increased customer satisfaction and loyalty. Review collected by and hosted on G2.com.