Salesforce CRM -arvostelu: hyvät ja huonot puolet, ominaisuudet ja hinnoittelu

Salesforce CRM erottuu edukseen monipuolisilla mukautus- ja integrointivaihtoehdoillaan, mikä tekee siitä ihanteellisen monimutkaisiin kirjanpitotarpeisiin, mutta pienemmille yrityksille se voi olla liian monimutkainen.

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Salesforce CRM is an accounting CRM built for finance and accounting teams that need to connect client relationship data with pipeline tracking, revenue reporting, and financial workflows. I'd consider it if your team has moved past what HubSpot CRM can offer, specifically, if you need deeper customization, more granular reporting, and the ability to integrate with a broader financial tech stack without hitting a ceiling.

Salesforce CRM Evaluation Summary

Tracks revenue, billing, and customer data in one CRM system.
Customer rating

4.2/5

Pricing
  • From $25/user/month
  • 30-day free trial

Miksi luottaa ohjelmistosuosituksiimme

6,700+

Reviews

20

Industry experts

16+

Evaluation factors

14

Years

Tiimimme on testannut ja arvioinut ohjelmistoja vuodesta 2012 lähtien. Talousjohtajina tiedämme itse, kuinka vaikeaa — ja tärkeää — oikean ohjelmiston valitseminen on.

Tätä opasta varten arvioimme työkaluja käytännön testauksen ja itsenäisen tutkimuksen avulla, pisteyttäen työkalut valintakriteeriemme perusteella.

Arvostelumme perustuvat inhimilliseen toimitukselliseen harkintaamme, eivät myyntipuheeseen.

Salesforce CRM Overview

If you're judging accounting CRM software on customization, integration, and reporting, Salesforce CRM consistently comes out ahead. Its flexible workflows and deep analytics let you tailor processes to your firm's needs, while the AppExchange ecosystem covers nearly any integration you'll want. Pricing can be steep, and onboarding takes time, but the interface is intuitive once set up. I think it's best for teams who want to build a CRM around their accounting processes, not the other way around—especially those with complex requirements or rapid growth plans.

Pros

  • Advanced reporting and analytics for financial tracking.
  • Highly customizable workflows for accounting processes.
  • Strong audit trail and compliance features.

Cons

  • Pricing increases quickly with advanced features.
  • Initial setup and configuration can be complex.
  • Native accounting functions require third-party add-ons.

Is Salesforce CRM Right For Your Needs?

Who Would be a Good Fit for Salesforce CRM?

Salesforce CRM is a strong choice for organizations that need advanced customization, detailed reporting, and scalable workflows to manage complex accounting and client relationships. It's one of the more powerful crm solutions available for teams with dedicated IT support, high compliance needs, or multi-entity operations—delivering real value through its automation, audit trails, and analytics. This makes the salesforce platform especially useful for industries with strict regulatory requirements or fast growth.

  • Large Accounting Firms
    Handles multi-entity management and complex client structures with ease.
  • Financial Services
    Supports compliance, audit trails, and detailed client segmentation.
  • Enterprise-Level Corporations
    Scales with high transaction volumes and custom workflow needs.
  • Consulting Agencies
    Customizes project billing, invoicing, lead management, and client communications.
  • CFOs in Regulated Industries
    Offers strong controls and documentation for audit-readiness.
  • Multi-Department Organizations
    Centralizes customer data and automates cross-team collaboration.

Who Would be a Bad Fit for Salesforce CRM?

Salesforce CRM is less suitable for smaller businesses, teams with limited budgets, or those seeking out-of-the-box accounting features without heavy customization. If your team needs a simple, plug-and-play CRM system or lacks IT resources for setup and maintenance, you may find Salesforce CRM overwhelming or cost-prohibitive.

  • Small Businesses
    Setup complexity and cost outweigh basic accounting needs.
  • Solo Accountants
    Too feature-heavy for single-user workflows and simple tracking.
  • Startups with Tight Budgets
    Pricing and required add-ons can strain limited resources.
  • Nonprofits with Simple Needs
    Overkill for basic donor or member management tasks.
  • Teams Without IT Support
    Customization and maintenance require technical expertise.
  • Firms Wanting Built-In Accounting
    Native accounting features are limited and need third-party apps.

How We Test & Score Tools

We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.

Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.

Core Functionality (25% of final scoring)

The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.

Standout Features (25% of final scoring)

Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.

We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.

Ease of Use (10% of final scoring)

We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.

Onboarding (10% of final scoring)

We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.

Customer Support (10% of final scoring)

We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.

Customer Reviews (10% of final scoring)

Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.

Value for Money (10% of final scoring)

Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.

Core Features

Customizable Dashboards

Build real-time financial dashboards tailored to your KPIs. Use drag-and-drop tools to visualize revenue, receivables, and pipeline data.

Automated Workflow Rules

Configure triggers for invoice approvals, payment reminders, and notifications. Reduce manual tasks and streamline accounting processes.

Opportunity and Pipeline Management

Track deals, proposals, and renewals with detailed financial forecasting. Monitor your sales pipeline and prioritize high-value clients.

Audit Trail and Compliance Tracking

Log every change to client records and transactions for audit-readiness. Meet regulatory requirements with detailed activity histories.

Document Management

Store contracts, invoices, and financial statements securely in client records. Access and share documents directly from the CRM system.

Advanced Reporting and Analytics

Generate custom reports and analyze trends across clients or periods. Drill down into revenue, expenses, and outstanding balances.

Salesforce CRM screenshot
Build dashboards to track revenue, receivables, and pipeline data.

Ease of Use

Salesforce CRM offers a clean, modern interface, but its depth and customization options can feel overwhelming at first—especially for accounting teams without dedicated admins. Many users say the platform becomes intuitive after initial setup, thanks to customizable dashboards and guided workflows. However, configuring features like workflow automation and reporting often requires training or IT support, so it's best suited for teams ready to invest time in onboarding.

Salesforce CRM screenshot
Modern UI but complex; needs training, especially for accounting teams.

Integrations

Salesforce CRM integrates with QuickBooks, Jira, Slack, Microsoft Outlook, Google Workspace, and Dropbox, among others.

Salesforce CRM also offers a robust API and connects with third-party integration tools for custom workflows.

Salesforce CRM screenshot
Integrates with key apps and APIs for flexible custom workflows.

Salesforce CRM Specs

  • 2-Factor Authentication: Yes
  • API: Yes
  • Calendar Management: Yes
  • Call Tracking: Yes
  • Campaign Management: Yes
  • Click-to-Dial: Yes
  • Contact Management: Yes
  • Contact Sharing: Yes
  • Custom Data Forms: Yes
  • Customer Management: Yes
  • Dashboard: Yes
  • Data Export: Yes
  • Data Import: Yes
  • Data Visualization: Yes
  • Email Integration: Yes
  • External Integrations: Yes
  • File Sharing: Yes
  • File Transfer: Yes
  • Google Apps Integration: Yes
  • Lead Management: Yes
  • Lead Scoring: Yes
  • Marketing Automation: No
  • Mobile App: Yes
  • Multi-User: Yes
  • Notifications: Yes
  • Pipeline Management: Yes
  • Sales Automation: Yes
  • Scheduling: Yes
  • Social-Media Integration: No
  • Task Scheduling/Tracking: Yes
  • Third-Party Plugins/Add-Ons: Yes

Alternatives to Salesforce CRM

Salesforce CRM FAQs