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 companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
We used Capsule CRM when the business started. It was a great tool for a small business, but as our customer base and sales team grew, we wanted to glean insights quicker, manage customers better and to do so without the use of spreadsheets. Salesforce Sales Cloud with its …
The previous product we used was pathetic. It was collaborative and could work as web based so could be used anyw. However, its reporting functionality was rudimentary at best. It was often difficult to get reports even on the simplest of metrics. There were no analytics so any …
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better …
It was a no-brainer: Salesforce was the number 1 option. SF was by far the clear winner from the beginning, with the CEO having used it in a prior organization, his development knowledge, and knowing that it is the best product on the market, we only evaluated a second option …
Hubspot isn't a huge amount cheaper and the customisability is a lot more limited. As a bespoke manufacturer, who is keen on efficiency, having a CRM we can really tailor to our needs makes a big difference.
We also tried Prospectsofts CRM but this has very limited customisation …
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 …
Costly, larger time to market / value time, difficult and complex to set up and customize. But if you want highly customizable CRM and don´t care about user experience within a super large company Salesforce does the job well and the costs could be optimized as a larger …
In this case I listed two solutions (Clari and People.ai) complementary and one competitor. In my humble opinion Pipedrive is not competing for the same target market and SFDC is 100% consolidated in Enterprise segment as the only possible option for best in class companies …
Didn’t necessarily select Salesforce Sales Cloud as my company uses it. But much more user friendly and more detailed information and KPI tracking. Better mobile app
The thing that puts Sales Cloud above the top is its simple user interface, which is easy to interact with. The visuals and automation are also quite amazing. Given its attention to data and customer relationship management, Sales Cloud is tough to beat. Of course, Microsoft …
Salesforce Sales Cloud was similar to Meta Business Manager and Breakthrough in that we could manage multiple funnels or campaigns at the same time. The biggest difference for us was Breakthrough was a more Physical Therapy specific product and it worked seem less with Meta …
Salesforce provides a wide variety of options that you can customize and tailor-fit to the process you want for your business to run. Also, we're using the comms tool Slack, which is now owned by Salesforce, which helps us monitor the business's movements even if we're not on a …
It was a decision made by the VP before I joined the company. However, my previous organization was also switching from NetSuite ERP to Salesforce due to the high level of customization required. However, SF is a widely used platform, and many other suppliers (such as Zymewire) …
Sr Sales Development Representative - Education & Government
Chose Salesforce Sales Cloud
Salesforce is a much more robust platform and is better suited for larger sales teams. There are better forecasting capabilities for different verticals of sales teams, so you can gain better insights from the data. Salesforce Cloud could be used by smaller organizations, but I …
Briefly used in peripheral nature as part of a call campaign from another company. They utilized it to manage the leads they were sending but I put the info into sales force which we used. Could not use a feed as we have the basic version that does not support integration.
Salesforce Sales Cloud is significantly easier to use, understand, and manage than Marketing Cloud. It makes data accessible, editable, and reportable at the click of a button. The UX is much easier to navigate and more clear on how to operate.
Hubspot if great for that SMB company, but it just has so many limitations for enterprises as compared to Sales Cloud. It is very rare that you "can't" do something in Salesforce, which is why I always prefer it over any other CRM.
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
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.
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.
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day." Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.