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Salesforce Sales Cloud

Salesforce Sales Cloud

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…

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Recent Reviews

Salesforce

10 out of 10
March 26, 2024
Incentivized
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline …
Continue reading
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (242)
    8.6
    86%
  • Opportunity management (236)
    8.5
    85%
  • Customizable reports (234)
    8.2
    82%
  • Workflow management (233)
    7.9
    79%

Reviewer Pros & Cons

View all pros & cons

Video Reviews

4 videos

User Review: Salesforce Makes Organizing & Managing a Growing Company's Pipeline Effortless
04:17
User Review: SalesForce Proves To Be a Critical Tool In Managing Customer Outreach
05:26
User Review: SalesForce Stretches It's Capabilities For Individual Business Needs
05:40
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Pricing

View all pricing

Starter

$25.00

Cloud
Per User/Per Month

Professional

$80.00

Cloud
Per User/Per Month

Enterprise

$165.00

Cloud
Per User/Per Month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.salesforce.com/products/sal…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month
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Features

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

7.8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.4
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.7
Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.5
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.8
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8.1
Avg 7.6

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.

8.7
Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

7.5
Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.8
Avg 7.2

Platform

7.2
Avg 7.5
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Product Details

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 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 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

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

Salesforce Sales Cloud Video

Salesforce Sales Cloud Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesAll

Frequently Asked Questions

Salesforce Sales Cloud starts at $25.

Borneosoft, ClinchPad, and SAP Sales Cloud are common alternatives for Salesforce Sales Cloud.

Reviewers rate Single sign-on capability highest, with a score of 8.8.

The most common users of Salesforce Sales Cloud are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(3224)

Attribute Ratings

Reviews

(1-25 of 197)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our sales team has been using Salesforce Sales Cloud for a while and it helps to organize all the sales deals, prospective clients, and client pipelines under one umbrella. The team members have been working in silo and the sync happened between the members during the standup calls and other sync-up calls before using Sales Cloud. This caused a delay in the sales processes, but now everyone is synced up automatically through the dashboard provided by Sales Cloud.
  • 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.
Salesforce Sales Cloud is very appropriate for companies with multiple members distributed across the globe in the sales team. It automatically unifies all the work that has been done by various teammates and thereby the teammates are not oblivious about what others have been doing.

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.
March 29, 2024

Love this solution!

Score 8 out of 10
Vetted Review
Verified User
We needed to be able to track, in a hybrid work environment, new sales, prospects, former clients, with more enhanced metrics. Sales Force Sales Cloud helps us do that, even when our Sales Reps are traveling, in office, working from home, etc. No one is stepping on each other's toes any longer.
  • 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.
It's terrific for situations when our Sales Reps are on the road, and need to notate an account, assign tasks, etc. It keeps our business processes moving forward with excellent accountabilities. I find it very helpful too when you are in a growth phase, and have several new hires that need to be trained.
Gareth Gordon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud for our daily pipeline leads and opportunities management. Our sales teams are able to track their relationships through activity tracking and prioritization through standard features. Management are able to see an overview of how the sales teams are pursuing leads. Through personalized team dashboards and scheduled reports managers are constantly informed on progress or areas of improvement. All processes in the pipelines are automated through in-house automation tools, from approvals to auto-creating records based on user inputs. It's an easy platform to use once you get to know it and even better if you have an administrator on staff. There are multiple Salesforce consultants to partner up with for the development of the platform to suit specific business needs. The Salesforce support teams are awesome and helpful and there are multiple help articles online to assist with your customization of the platform.
  • user access control
  • customization of the platform
  • integrations
  • automation
  • more detailed error messages
  • updated help articles that doesn't refer to classic anymore
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.

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use this to manage relationships with customers and potential clients. It can sometimes take a while to get a client. This allows us to manage the relationship with clients as we develop the business. It also allows us to manage the return customer relationship and to stay in touch with potential return clients.
  • Keeping clients information centralized.
  • Reminding potential clients contact
  • Passing between several different members of our team
  • Very comprehensive platform
We have a client with offices in US, UK and Europe. This allows us to manage contact with the various groups and to stay in touch with each of them. It allows us to have our team up to date on the latest developments in the client group. We know wat has been happening said or suggested. There is no need to “start from scratch “.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud as a CRM for our Customer-facing teams (Sales and Customer Success). Salesforce Sales Cloud is used to track leads, opportunities and current customers at every stage of the funnel. It allows our Sales org to better identify which opportunities have the highest chance for conversion and to more accurately monitor sales pipeline. We also use it as a core tool in our top of funnel lead outreach strategy, creating workflows to distribute leads to BDR's (Business Development Representative) for email and phone prospecting.
  • 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
Salesforce Sales Cloud is perfectly suited for mid to larger size sales teams who are looking for an all-in-one system to manage CRM, prospecting, reporting, and forecasting/pipeline management.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We were looking at using Salesforce to speed up work flows and assist in the efficiency of information handling between departments. Saleforce as a CRM allowed us to explore and see what a data lifecycle would look like using Sales Cloud in an education environment. The use case was looking at the student information data flow from an interested parent, through to enrollment and beyond.
  • Highly customisable
  • Best in class system
  • Access to support
  • Highly customisable, so you need consultants to assist
  • Expensive
  • Support turn around time
I think Saleforce is positioned to be a great system in almost all large organisations. Managing data across different areas of a business is important. But with system that is highly customised this adds complexity to workflows, over time this can lead to confusion between users and Tech support as any changes need to be carefully considered.
March 26, 2024

Salesforce

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline management. Leveraging the power of the cloud, Salesforce Sales Cloud streamlines our sales processes, providing a centralized platform for customer data management, lead tracking, and opportunity nurturing. Scoped across prospecting to post-sale support, it drives revenue growth and enhances customer satisfaction.
  • 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
Salesforce Sales Cloud serves as our comprehensive sales solution, guiding us through every step from finding potential customers to closing deals and supporting them afterward. As deals progress, Sales Cloud provides robust tools for pipeline management, empowering sales reps with real-time insights and predictive` analytics to prioritize leads and accelerate deal closure.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud as our 'one source of truth' for most things related to our customers. We use it for more than just the CRM capabilities, having built custom objects and Flows that enable us to use Salesforce to process jobs all the way from a Lead through Opportunity and then to the point where the finished items are dispatched to the customer. The ease of customisation and automation means we use it as extensively as we can.
  • Customisation
  • Automation
  • User Interface
  • Reporting
  • Lightning version sometimes misses Classic functionality
  • Some error messages/handling is not especially helpful
Salesforce Sales Cloud is great if you need a highly customisable CRM solution and you have someone with some IT knowledge to implement their 'click not code' solutions. They really are easy to use and the free Salesforce Trailheads make it very easy to learn, but you still need some internal resource (or budget for external support) to make the most of the system. The only scenario where I don't think salesforce would be of benefit is if you don't need much customisation, don't have the budget, or you have no scope for putting some hours in to customise it to your needs.
Naveen Gabrani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
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 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
In Enterprise edition and above, Salesforce Sales Cloud can be customized to perform almost any client requirements. Several features like Flows, Formula fields, Apex, Validation rules, Approval processes etc are available to Salesforce consultants to customize the platform for business needs. Lightning Flows provide a drag and drop interface to perform powerful customizations. For advanced customization Apex and LWC is available. The user interface is easy to use. Salesforce Sales Cloud is the market leading CRM with abundant consultants available across the globe.
Daniel Cano Merizalde | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
During my tenure at Yalo I used Salesforce Sales Cloud on a daily basis both as a sales rep and as a sales manager for the region. I used it to track and organize all my sales process with my prospects and clients in the Andean region.
  • 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
For managing your sales pipeline, uploading leads and recording notes, the CRM works well. You can fully manage your sales process and pipeline

Also you can use IA to improve and suggest
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As a sales pipeline CRM, we create activity for each account and contact and deals and revenue, including revenue details.
  • 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.
Salesforce is powerful for a global company with hundreds or thousands of salesforce and can maintain complex datasets. It is considered costly for smaller companies.
Faheem Yaseen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud serves as a versatile tool for our organization, aiding us in multiple facets such as customer data management, lead tracking, analytics, and reporting. Its comprehensive capabilities have been instrumental in attaining our objectives and efficiently handling data management tasks, significantly contributing to our success. It helped us to achieve our goals and saved our time.
  • Data Management
  • Reporting
  • Analysis
  • User Interface
  • Offline Functions
Salesforce Sales Cloud is helping us a lot is various ways like with data management, reporting, analytics, etc. With this, our organization is not only achieving its objectives but going beyond that. On the other side, Salesforce Sales Cloud needs some improvement like working with user interface as it gets hard for non-technical people to use it.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Oddly enough, we're using Salesforce Sales Cloud for our post-purchase records, and it is definitely working great! It was the last piece that we needed to complete the business plan, though we know that we can also use Salesforce Sales Cloud with its other features! It's best paired with integration with other apps that we use, and it is very flexible with developers, so you can make the most of it!
  • 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!
Well, I can say that Salesforce Sales Cloud has been very useful without post-purchase processes, but having a knowledge-based article set up inside it would also be best(We're not currently using it). Salesforce provides a wide variety of features for the business that you can make use of and would not need to have many other apps to have your business run. This would also lessen the switching of programs as you'll have a centralized process of everything in Salesforce. It was fun when we were using it for forecasting, even if we also had another program to do It. This gives us 2 Forecasts that kind of help with differentiating aspects and also give a better perception of the big picture if Forecasts went with being very similar in data.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Problem:
1. Organising all new leads and sales acquisition of new customer within the organisation
2. To track the onboarding progress and stages of each customer with the customised customer pipeline within the organisation
3. To keep record of all sales and leads information such as customer name, contact, email and the interested products
4. To keep record of all quotation and customer purchases within the same platform for easy access
5. To build dashboard to show a holistic view of the sales performance and onboarding progress within the organisation

  • Custom pipeline, allowing us to create our own pipeline according to our business process
  • Integration enablement, multiple tools that are being used within the organisation can be integrated together and reducing frictions
  • Stability of the software, no downtime or error observed up until now
  • Software cost, it could be fairly costly depending on the service and package subscribed
  • User friendliness, it is difficult for a new user to adapt and understand how to use Salesforce Sales Cloud from the beginning without guidance
  • Complex layout, layout could be complex when you have multiple platform created within Salesforce Sales Cloud. It's not so navigating friendly
If you are using Salesforce Sales Cloud to track your sales, onboarding, invoice and quotation, this is an excellent platform to use. It allow you to customised how you want your data to be presented. Either on user based, pipeline based

However, it will be a painful experience if you are using it for support team. Features for customer support is not alot to choose from.
Neha Pant | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I have been using Salesforce for almost seven years with many organizations I've worked with. I have always worked in Sales, and this is one of the best CRM tools for the sales team. From prospecting an opportunity to quality or nurturing the leads and closing them, the reporting dashboard also helps a lot with forecasting purposes.
  • Forecasting Sales.
  • Pipeline Management.
  • Reporting Dashboards.
  • Nurturing Leads.
  • At times, it can be challenging for a newbie to find what does what, but with user training, everything can be resolved. I find Salesforce perfect, so I have no comments on missing functionality.
Where do I even start? It's a holy grail for sales folks like myself. It makes our lives easier to manage leads, nurture them, help with contracting, and keep track of all the stages and customer data. It can easily be integrated with any voice software or email app to keep a record of your conversation with the prospect/customer.
Michael Whited Jr. | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
We use Salesforce as our source of truth for all of our operational data. This includes product data, marketing analytics, customer data, billing data, sales activities and deal pipelines, along with some other sources. Sales cloud allows us to to connect all of the dots that we need to create a wholistic picture our employees performance, our services performance (SLAs), and as well as how our clients choose to interact with us and our service. By having one source of truth it makes it very easy to drive alignment across department heads and spot trends in the business that may result in leadership wanting to make a pivot. No don't get me wrong, there are many ways to do this, but Salesforce strikes a great balance of powerful software with elegant design for your end users. And when it comes to driving optimization via automation and design, Salesforce has a very intuitive back-end, which can allow you to hire more of a BA background rather than need a true Engineer or DBA to manage it.
  • Automation
  • Configuration
  • Ease of Use
  • Integrations galore
  • Reporting
  • Speed of Lightning Platform
Salesforce is great for any business that is building to scale YoY; even with a very low spend amount you can get so much out of the tool and really tailor it to your liking. Any business that's GTM strategy includes a dedicated Sales team and Marketing team should utilize Salesforce in some capacity. However, Salesforce can work for small businesses, but the marketplace has became so fragmented with easy to use industry specific CRMs that are lightweight and built for an exact purpose. The downside to Salesforce is the initial lift and to configure it how you want it....it's not the most difficult thing out there, but it definitely takes time and thought, typically more than a smaller business owner would be willing to put it for a business with sub 15 employees or so.
Guy Snitovsky | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud to support our business teams in Marketing, sales and customer success areas.
we got many processes implemented in SFDC such as Lead qualification, manage of discovery calls by busienss devolpment teams, handover to a demo meeting for account executive, creation of sales opportunities, managing the sales pipeline and more and more
  • Robust platform for business processes
  • automation without code
  • out of the box infrastructre for many CRM processes
  • some non core products can be not baked enough
  • customer support can be frustrating sometimes
Salesforce Sales Cloud is very recommended for companies with complex business processes and a need to integrate with other Information systems products. systems admins has vast capabilities to maintain and create more business processes on that platform and other products in the eco system like service cloud, marketing cloud etc.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are using Salesforce for all our CRM needs, and we have it linked to all of our systems, both in the cloud and local. We used to have a local CRM solution from Microsoft but we moved to SalesForce as a SaaS solution, and it solved our need to have constant communication and access to our sales information, our sales team, and all the details we require to do our sales-related jobs. We also use it to generate our sales funnel, our sales information that we use to generate all of our end-of-fiscal-year reports, and basically every sale and purchasing decision that we do as a business uses Salesforce. The only issue we have is that the Android app is not as good as it could be.
  • Always on access to all of our sales information.
  • Quick and easy generation of content filled reports.
  • Easy to modify and add or remove options and information as we require.
  • Cost effective and with great support.
  • Able to modify the core values and options (for a price).
  • 24x7 support that actually is 24x7.
  • The mobile app does not have the options and information we need.
  • The new redesign that happened during 2019 makes it harder and slower to use.
  • Due to the changes brought on by the new versions, we had to update most of our reports.
  • They changed their pricing during 2020, we did not get really affected by it, but it might hurt us later since we are adding new people.
If you have a company that is sales driven and that has plenty of requirements as far as sales information, quotations, and invoicing. Your company has to have a lot of sales movement and sales requirements for a CRM solution to work and to work well. The company has to have a certain size of sales and clients since Salesforce is a costly solution that has to make sense as far as purchasing and expenses go. Also, it works great for any company that has a traditional (funnel) sales process, since it makes it easier to use this model to drive the options down the funnel and generate real sales and real money.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Sales Cloud for most companies to primarily drive their lead to cash processes. My efforts include configuration, automation, process, data integrity, reports and dashboards, and integrations w other tools.
  • Provides flexibility for one to customize for any given business and/or sales process
  • Many ways to create automation and a good user experience
  • Forecasting options continue to grow
  • Easily provide ability to manage to quota
  • Lightning report builder is a time suck when compared to classic esp when selecting and moving fields around
  • Support often skips over the detail provided in support tickets and then calls or emails to schedule a call without trying to troubleshoot first.
  • For a long time, help articles did not have last updated date so couldn't rely on info being provided
  • They release and hype up new functionality before it is released when it is only half baked and not polished
  • The latency to.view recent configuration changes in lightning s just too long. It takes 15 hard refreshes and still sometimes doesnt work.
  • Flow error messages are just not intuitive for avg user. Depending on your profile you should have option for simplified error message or elaborate one
  • Personally think getting rid of profiles and replacing with permission sets is a terrible idea. We now have to consider 1000 permissions for each user rather than just look at their function
SF can be well suited for all industries of all sizes. But like anything, it is the people that will make it a success. End users just need to realize, it is not perfect and will not.sell for you. In addition, much patience is warranted when using new functionality.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We used Salesforce as a CRM tool logging interactions with customers, detailing customer accounts, and tracking interactions with our customers. Salesforce was a daily tool that we could use to pull reports and generate tasks.
  • Maintains client details
  • Generates sales reports
  • Configures daily tasks and reminders
  • Customizing to particular industries
  • Highlighting potential duplicate records
Salesforce is a great CRM and is helpful for sales teams to maintain a workflow of accounts. Where it gets wonky is when it’s expected to be an accounting software and track more than just the relationship.
April 06, 2023

Great for sales teams

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Using Salesforce can be overwhelming at first, just because when you ask "Can I do X?" there is always a way to accomplish X. It's immensely helpful being in a sales position to track day to day tasks, all my opportunities, leads, goals, activities, etc. On my team, it's been helpful to collaborate, have insight and share insight into each company or contact or opportunity. Within our organization, we use the reports, dashboards, and company/opportunity pages to all be on the same page and bring to status meetings. Anytime I want to narrow down my view, I can quickly create a new list view for running lists or pull a report for something more granular to still work off of. I love that Salesforce works with a variety of other tools; we have it synced with our work GMail accounts, Salesloft, Zoominfo, Hubspot, ChurnZero, and other tools other teams at our organization benefit from. It's really our hub for all things. It's worth learning.
  • Pulling reports
  • Running list views of data
  • Tracking opportunities and all we need to track to that deal
  • some integrations get wonky, like Salesloft but I think that may be more of a "their product" issue not Salesforce
  • Better way to navigate and track dates, maybe a calendar click rather than typing in dates like "Next step = 04/03: Task"
Anything related to sales, this tool is immensely helpful. It's helpful for an individual contributor on the team, working within in a team, and teams within a larger department or organization. It would be less appropriate for niche specific industries like manufacturing or less tech savvy teams and organizations in general.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce.com is our source of truth database for customer relationship management activities. With the Salesforce.com enablement features we have bought to and our third-party vendors we work with sitting on top of our Salesforce.com, we are able to do all client interactions within Salesforce.com. Because of this, we have robust data around our sales activities and customer activities.
  • Einstein Activity Capture
  • Deal Flow Management
  • Salesforce.com customizable architecture
  • Native dialer that is free
  • Native contract generation tool that is free
  • Reduced pricing
Salesforce.com is well suited for complex business models (multi-faced marketplaces, different business lines, etc). I would recommend Pipedrive if you are just a few employees. I say this because maintaining a Salesforce.com instance requires someone on staff with expertise in the back-end. If you don't have this, you'll have it set-up inaccurately from the start and pay the consequences down the road.
Allie Donahue | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce.com was used as our main CRM system. We used it to track wins, track prospects and keep track of ongoing sales activity. Our partners had access to view their data but the entire company was not given licenses due to expense. Our marketing team was the primary user of the product.
  • Easy to navigate
  • Easy to add new opportunities
  • Lots of ability to customize
  • Licenses are extremely expensive
  • It felt like we were constantly being upsold
  • Backend could be difficult to navigate at times
Salesforce.com is great if your IT team can support you and help with implementation from the start. Your data must be clean when you set up the system or you will experience many issues along the way. Having a Salesforce.com, dedicated administer is crucial to keep data clean and organized otherwise you'll have duplicates and unclean data.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tracking projects and maintaining customer information. Salesforce allowed my team to keep pushing sales projects forward even if team members changed jobs, are out of office etc.
  • Keeping customer and project information in a centralized location
  • Advancing projects through various stages/gates
  • Email marketing campaigns
  • Easily accessing attachments and sharing within an organization
  • Create a learning community within the SF environment that is easy for casual users to access
  • Honestly, TrailHead comes across as a lot of advertising / marketing content trying to sell additional modules, rather than an actual educational space
SF is very good to track projects/etc IF AND ONLY IF an organization embraces it fully. Advancing projects through different gates or stages is relatively intuitive, and tagging/flagging team members with tasks is easy. However, my organization did not use it as an active tool, but rather as a tracking tool. We still relied way too much on email.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I am currently using Salesforce in my day to day job as a sales coordinator for a hotel chain. This is one of our main tools. We are using Salesforce to communicate with our clients and planners, to track our sales revenue, automatically assign leads to coordinators through distribution engine, and many more.
  • Distribution engine feature that allows us to receive leads equally
  • Chatter that allows us to see changes that was made in the case easily
  • Easy to access in any browsers
  • Accept features in our proposals are not working for some of our clients
  • Hotels are unable to decline the requests that we sent them
  • Too many tabs for different options
Working in back office requires a lot of communication with different departments and clients. I think Salesforce works well in making it possible to work with different departments and clients smoothly without using different systems. It also has features that automatically compute and generate reports of our sales revenue which is really a big help as a sales coordinator.
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