Salesforce Sales cloud: Powerful CRM for automation and customization
March 25, 2024
Salesforce Sales cloud: Powerful CRM for automation and customization
Score 10 out of 10
Vetted Review
Software Version
Enterprise
Modules Used
- SalesCloud
- Force.com
- Chatter
- Partner Portal
Overall Satisfaction with Salesforce Sales Cloud
We are a Salesforce partner. We have implemented Sales Cloud for numerous organizations. The business flow that is typically required is: web to lead or email to lead. After the lead is created then lead status is tracked and update in Salesforce. Once the lead shows interest, it is converted and an account, contact and opportunity are created. In the opportunity products are added, and quotes are created from Salesforce. The stages of Opportunity are updated by Sales persons. Salesforce is also used to track activities like tasks and events on the opportunities.
Management has access to reports related to Opportunity and leads.
This is a basic Sales cloud flow which is then customized based on business needs.
Management has access to reports related to Opportunity and leads.
This is a basic Sales cloud flow which is then customized based on business needs.
- Management and customization of opportunity pipeline
- Automation based on client needs
- Lead management
- Management of events and meetings
- Keeping track of historical customers and opportunities
- Enterprise edition can be pricey for small businesses
- Professional edition and Group edition have limited ability to customize the functionality
- Hiring Salesforce consultants can be expensive for small businesses
- Sales cloud leads to a significantly higher visibility to Executive management of Sales pipeline and Sales person performance
- Sales person can easily track all their opportunities and ongoing tasks and events
- Automations if set up properly, can lead to significant time saving of sales teams time
Our Clients use Salesforce to store contacts, accounts and opportunities across various geographies along with different transactions with these clients. This ensures that sales and support team get a complete view of the client when they are interfacing with customers. This also helps in providing better support and service. Similar information can be captured for partners as well.
Salesforce Sales Cloud is more flexible and can be customized based on business needs. Other CRMs typically do not provide ability to perform so much customizations.
Also out of the box functionality of Salesforce Sales Cloud is extensive and can fulfill most needs of small businesses. Due to these reasons, Salesforce Sales Cloud has emerged as a market leader in the CRM space.
Also out of the box functionality of Salesforce Sales Cloud is extensive and can fulfill most needs of small businesses. Due to these reasons, Salesforce Sales Cloud has emerged as a market leader in the CRM space.
Do you think Salesforce Sales Cloud delivers good value for the price?
Yes
Are you happy with Salesforce Sales Cloud's feature set?
Yes
Did Salesforce Sales Cloud live up to sales and marketing promises?
Yes
Did implementation of Salesforce Sales Cloud go as expected?
Yes
Would you buy Salesforce Sales Cloud again?
Yes