Overview
What is Salesforce Sales Cloud?
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that…
Salesforce Sales Cloud - A Good Integrated Tool for Sales Teams
Love this solution!
Maximize Sales Productivity with Salesforce Sales Cloud
Salesforce Sales Cloud is a Platform You Need
Salesforce Sales Cloud is an integral tool for our organization
Connecting Sales & Marketing teams with one easy reporting view
Salesforce Sales Cloud still rocks!
Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
Salesforce - if you got complex data flows, consider this.
Salesforce- Helping Sales Originators Do Their Thing!
Salesforce
Where customisation is key, Salesforce exceeds expectations
Salesforce Sales cloud: Powerful CRM for automation and customization
Independent and thoughtful review of one of the larger CRMs in the market
How Salesforce Sales Cloud Differs From Its Competitors
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Customer Data Management
Awards
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Popular Features
- Customer data management / contact management (242)8.787%
- Opportunity management (236)8.585%
- Customizable reports (234)8.282%
- Workflow management (233)7.979%
Reviewer Pros & Cons
Video Reviews
4 videos
Pricing
Starter
$25.00
Professional
$80.00
Enterprise
$165.00
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.7Customer data management / contact management(242) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.9Workflow management(233) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.5Territory management(186) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.5Opportunity management(236) Ratings
Users can track deals and create quotes.
- 7.6Integration with email client (e.g., Outlook or Gmail)(221) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.2Contract management(193) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.5Quote & order management(176) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.6Interaction tracking(207) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.7Channel / partner relationship management(168) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.8Case management(84) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.3Call center management(66) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.2Help desk management(68) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 8Lead management(216) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.6Email marketing(185) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 7.5Task management(213) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.2Billing and invoicing management(60) Ratings
This includes automated invoice creation and billing.
- 7.9Reporting(177) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.5Forecasting(206) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.9Pipeline visualization(225) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.2Customizable reports(234) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.2Custom fields(226) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.2Custom objects(216) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.1Scripting environment(160) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.2API for custom integration(189) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8.8Single sign-on capability(197) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.6Role-based user permissions(203) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.6Social data(144) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.5Social engagement(141) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.8Marketing automation(193) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.9Compensation management(130) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.2Mobile access(208) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Salesforce Sales Cloud?
Salesforce Sales Cloud is used for, and supports:
- Buyer Engagement
- Sales Engagement
- Enablement
- Sales AI
- Sales Analytics
- Team Productivity
- Sales Performance Management
- Revenue Optimization
- Partner Relationship Management
Salesforce Sales Cloud Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
Salesforce Sales Cloud Screenshots
Salesforce Sales Cloud Video
Salesforce Sales Cloud Integrations
- Act-On Software
- Agiloft Flexible Service Desk Suite
- Ambassador Referral Marketing Platform
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- PROS Smart CPQ
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- eTrigue DemandCenter
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- Adobe Campaign
- Net-Results
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- Salesforce Marketing Cloud
- Aprimo
- unbounce
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- ActiveDEMAND
- Lead Liaison
- Planyo Online Booking System
- HG Focus
- Makesbridge
- Mautic (open source)
- Zoho Creator
- Celoxis
- BiznusSoft HR
- FieldService360
- Astera ReportMiner
- Astera Centerprise
- LeadBase
- ServiceTrade
- SAP CPQ
- Blacklight
- Right On Interactive
- SnapEngage
- Boingnet
- Sage Intacct
- Projector PSA
- Wrike
- MindTouch
- Fathom
- Sharpen Contact Center Platform
- ClientPoint
- AWeber
- QuoteWerks
- Mycroft Assistant
- Square 9 Softworks
- Help.com
- Brevo
- Quickbase
- Lead Only
- Oracle Marketing
- Acquia Digital Experience Platform
- 123FormBuilder
- OneSpan Sign
- Aventri
- Interactions Digital Roots
Salesforce Sales Cloud Competitors
Salesforce Sales Cloud Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | All |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(3224)Attribute Ratings
- 9Likelihood to Renew56 ratings
- 9.8Availability27 ratings
- 9Performance18 ratings
- 7.6Usability120 ratings
- 5.7Support Rating91 ratings
- 9.1Online Training15 ratings
- 7.9In-Person Training11 ratings
- 1Implementation Rating18 ratings
- 10Configurability2 ratings
- 8.7Product Scalability33 ratings
- 8.2Data Sources5 ratings
- 8.2Data Sharing and Collaboration5 ratings
- 9.3Professional Services8 ratings
- 8.8Contract Terms and Pricing Model9 ratings
Reviews
(1-25 of 374)- Highly customisable application that organisations can tailor for their use cases.
- Good integrations and powerful features for getting data on from other data sources, transforming the data and integrating it.
- Stable, reliable, mature platform that promises consistent performance.
- The learning curve to use Salesforce Sales Cloud is very steep.
- It is a complex app that will request the assistance of external consultants to ensure it is set up correctly.
- Pricing is expensive.
- Holds contacts of all the customers, prospective clients and others and helps in organizing group emails.
- It holds the history of purchases of all the clients, so no separate document maintenance is needed.
- The daily alerts that have been setup reminds about the upcoming calls and processes
- Sales cloud provides the sales forecast data but could be better if it has good charting functionalities.
- Email templates are missing some fonts.
- If Sales Cloud integrate LinkedIn data about the customers, that would be great.
If the sales team is small or not distributed, and the sales pipelines are not big enough, then Sales Cloud might not be a good fit.
Love this solution!
- Great technology
- Excellent mobile app
- great reporting!
- The two factor authentication can be complicated
- So many modules can be overwhelming
- Sometimes there are too many fields within a page.
Maximize Sales Productivity with Salesforce Sales Cloud
- user access control
- customization of the platform
- integrations
- automation
- more detailed error messages
- updated help articles that doesn't refer to classic anymore
Salesforce Sales Cloud is a Platform You Need
- Keeping clients information centralized.
- Reminding potential clients contact
- Passing between several different members of our team
- Very comprehensive platform
- Track progress of leads and opportunities
- Optimize the top of funnel outreach of our front-line BDR team
- Help forecast and track pipeline for Sales leadership
- Creating workflows/cadences is not super intuitive
- Not sure there are not many things I (or our team) are dissatisfied with
- Connects sales and marketing
- Shows a view of the customer journey touchpoints
- Allows for better lead reporting
- Helpful dashboards
- Integrates well with other tech stack
- More marketing touchpoints tracked
- Allow for tracking of multitouch attribution
- Less complicated dashboards
- More straightforward training
Salesforce Sales Cloud still rocks!
- Lead management
- Opportunity management
- Quotes
- Quotas and forecasts
- Pricey
- Degraded flexibility pushes to more dependence in partners
There are many partners and freelancers out there that act as a supporting eco system, professional and competitive.
Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
- Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
- Logging activities: It's easy to post a call, text, email, etc.
- API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
- Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
- It's robust: it's not an out-of-the-box solution. It can be, but you won't get the level of detail that is useful to most orgs unless you have an SF developer or someone who can figure it out.
- Because it's a behemoth, Salesforce is slow to modernize. Some aspects are visually old, but that's expected when you're as big as Salesforce. It can make some workflows a bit cumbersome, but not enough to impede productivity.
- As a standard user, you need some training or a good chunk of time to figure out how to customize views and other things to your liking. Once you 'get it,' creating custom views is a breeze, but it's not intuitive.
- Their Help Center is massive, with loads of helpful information, making it challenging to find precisely what you're looking for. Sometimes, four articles answer your one question. Sometimes, you're lucky enough to find the answer you want in a single article you found right away.
- Highly customisable
- Best in class system
- Access to support
- Highly customisable, so you need consultants to assist
- Expensive
- Support turn around time
Salesforce- Helping Sales Originators Do Their Thing!
- Personalized Fields
- Accessible to multiple users
- Easy to use
- Developer may have too many fields in play, so if you don't have somebody who is new to it, they may be overwhelmed.
- Although I do not pay for it, my company does the cost is high.
- Customizable fields cannot be changed per user
Salesforce
- providing a centralized platform for customer data management
- scope from prospecting and lead generation to closing deals and post-sale customer support
- Better collaboration between sales teams and other departments
- Customisation
- Automation
- User Interface
- Reporting
- Lightning version sometimes misses Classic functionality
- Some error messages/handling is not especially helpful
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
- MUlti function
- Highly customizable
- IA once available helps you automate much of the process
- Very difficult to set up and customize
- Not intuitive usually needs hundreds of hours of training and dedication
- Cost is high, and the more you use the more it costs
Also you can use IA to improve and suggest
The best in class CRM solution
- Opportunity Management
- Account Management
- Integrations w/ 3rd party solutions
- Dashboards
- Reports
- Contact Management.
- Activity Management - Call and Meeting.
- Revenue Report locally, and globally.
- Exporting report.
- The interface.
- The automation of task.
- Premium feature as call VOIP and can be recorded.
Great product that keeps getting better
Account Management: We have a diverse customer base, including individual users, small businesses, and large enterprises. Sales Cloud enables us to manage customer accounts effectively, ensuring that each account receives appropriate attention and support. A lot of this is managed by our RevOps team, but the the whole Sales team benefits from this.
Opportunity Management: I have a custom view that I open each morning (it's a pinned tab actually) that I access multiple times a day. it's my one source of truth that I go back to constantly. I would be lost without.
Pipeline Visibility: I have used the Forecast tab in the past to great effectiveness. It has enabled me to be incredibly accurate with my forecasting.
- All fields are extremely clear
- The layout is intuitive
- Things just make sense as I am running down the page
- I'd like reporting to be a little bit more intuitive
- Mobile App, Mobile App, Mobile App!
I believe it's well-suited for all company sizes. I don't see a scenario where it's not appropriate.
Salesforce Sales Cloud for the win
- Logging calls
- Easy mobile access
- Finding contact info
- Customizing / rearranging mobile view
- Only complaint
- No other complaints
Sales Cloud is one of those tools that's easy to use and becomes a required part of the business.
- Reminders
- Tracking clients.
- Visualizing where the state of the client-acquisition part of the business is going.
- Sometimes the syncing is less than optimal.
- I wish I could control the whole thing with my phone, but I'm unsure of any advanced CRM platform with that functionality.
- I sometimes come across duplicate records.
Streamling Sales Success
- Data Management
- Reporting
- Analysis
- User Interface
- Offline Functions
- Sales cloud allows to customize the platform to fulfill their users' evolving needs as the customer's business grows.
- Users can easily streamline their workflows and get extra time to focus on making strategy.
- Customer relationship management feature is very helpful to understand customers behaviour.
- Learning curve for newcomers.
- Integrating with other tools may not always work smoothly and require extra time and effort.
- The data storage limit is low.
- Lack of continuous improvement of the platform.
Salesforce Sales Cloud review
- User friendly
- Manage multiple sales funnels
- works with small businesses
- Costly
- Hard to manage multiple users
About 90% of what you need is in Salesforce! No need for many programs to run your business!
- Records Leads.
- Opportunity Creation.
- Lead Conversion.
- API Integration.
- Developers can do a lot of things in it!
- It would be awesome if Sales Cloud could provide learning materials and developer-like materials so that we can maximize and expand more of what we can accomplish right now.
- API Integration is very reliable, but it would be nice to have integrations setup easily.
- Errors aren't easy to fix, and there are no instructions on how to fix them. It would be a big help if we could easily fix them!
Salesforce Sales Cloud Review.
- User interface.
- Log email as I send them from Outlook.
- Customization
- I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
- It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
- It seems I cannot create a report to pull notes logged at the account levels.