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
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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
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
- Customer data management / contact management (242)8.686%
- 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.
- 8.6Customer 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.
- 7.9Lead management(216) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.5Email 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.
- 7.4Forecasting(206) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.8Pipeline 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.
- 8.1Custom 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.
- 7.8Compensation 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
- Artesian
- Ortto
- PROS Smart CPQ
- Demandbase One
- eTrigue DemandCenter
- Genoo
- HubSpot Marketing Hub
- Mediafly Intelligence360
- LeadLife
- Kantata PS Cloud
- Adobe Campaign
- Net-Results
- Oktopost
- Salesforce Marketing Cloud
- Aprimo
- unbounce
- Woopra
- Yesware
- Zuora
- 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
(3223)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
(126-150 of 374)Salesforce.com Review
- Lot of Modules to learn
- User friendly
- Easy to use
- Help button when doing task in assignments
- Tracks hot/cold lead targets
- Provides [the] ability to document detailed notes regarding engagement
- Allows for multi-person team communication
- Better integration with other automated software, including Mailchimp
- Ability to send emails and create landing pages, similar to Hubspot
One stop CRM
- Data management
- Reporting
- Email marketing
- Chat feature
- Contact Management: you can keep detailed notes on contacts, follow up info, and other relevant details you want searchable
- You can see the relationship between a person and the companies which can help if someone leaves a company all that knowledge and project work that you might have done with that one person can still be tracked back to the company to then move on to the next person in that role.
- You can track deals and deal flow and move things along.
- It is just so overwhelming. I think having a salesforce light would be advisable. I haven't even scratched the surface of the abilities but I find it overwhelming so I just don't even use it that much.
- The amount of data and options seems great but when it comes down to actually using it, because it is so much it feels cumbersome. Having a lighter version or something that seems more visually pleasing and very easy would be nice.
- I really find it so overwhelming that I am on the fence of keeping it. I can conceptualize the reasons for using it and its cost but when it comes to actual usage I fail to implement. I also wish the there was a light version where we can also add in other users but not at the cost level it is currently at.
Using Salesforce.com to Make More $$$$
- Well organized
- Easy to use
- Enhances productivity and communication
- Sometimes too complex
- Systems could be simplified
- Sometimes too many options
We also use the "platform" part to develop a billing solution that integrates with QuickBooks.
- Customization
- Reporting
- Integration
- When you use custom objects, it can get really slow.
- Reporting is great, but rely on Report Types and you can work with up to 3 objects at the same time.
- Customer Support could be better for the cost of the license in the Professional Tier.
Also, if you are thinking of extending the capabilities like us using its platform, be aware that Salesforce developers are not easy to find, and they are very costly. Consider an alternative or think about extending it outside the system.
It is well suited for mid to big companies that need to manage a sales team, territories, permissions at data level, etc. It is very configurable but can have a steep learning curve for some people, and it is very recommendable to have at least one team member certified in Salesforce Administration.
Salesforce Learn It Love it Use It!
- Keeps all the information at your fingertips
- Quickly find other contacts
- Track all marketing efforts at the contact and account level.
- No system is perfect. Some permissions or getting through required screens takes practice
- Nesting of tabs can be clunky.
- Like the SSO, but sometimes with multiple tabs open I'm logged out.
- Integration with external applications and its AppExchange Marketplace
- Automation and process builders
- Pipeline management
- Service chatbot automation
- Marketing automation
- There are a lot of ideas which are quite basic in the nature of the request but take years for them to implement
- Relationship report flexibility
- Faster loading speeds of Lightning pages.
Salesforce is a disappointment
- Salesforce works in the cloud
- Salesforce is flexible to meet your needs provided you spend the time and money to get it to do what you want.
- Salesforce integrates with Pardot and other Marketing automation platforms
- Salesforce is way, way, way too expensive!
- Salesforce customer support is horrible. Imagine trying to get support from a used car salesman. You get the idea. And your salesforce rep seems to change every 3 months.
- Some basic reports to help sales and very difficult to generate, especially when you want a report that includes contacts and leads in one report
- Salesforce takes way too much time and effort to administer, troubleshoot and use. Other software like Google Sheets, Google Slides, and Google Drive are so much easier by comparison. I would like to see Google get into the CRM business so we would have a better option than Salesforce.com
Never received what I paid for!
- I do not know of any cause I was never able to log in to my portal.
- N/A
- N/A
- Their customer service is very lacking.
- Their phone systems will have you waiting on hold for long period of time.
- They do not give me the services I paid for.
Salesforce as the best CRM Tool
- Client Database Management
- Interactive reports and dashboards
- Five 9 and Outreach support
- Salesforce lightning is not as quick as classic.
- It could great if Salesforce makes usage in good graphics
- More charts can be added in Dashboard section of SFDC
Salesforce is a FORCE for our SALES!
- Lots of options and flexibility for customization to suit your organization's individual needs. This is great because the system can work for both large or small organizations with a variety of goals and methods of tracking data.
- The system is well organized and easy to use if you are willing to dedicate the time to understand it and learn how it works, it makes intuitive sense. This is helpful and a strength when training new staff members on Salesforce.
- Good customer service + ticketing assistance. The system is great because whenever I have encountered issues - mostly having to do with questions about how to use the software itself - I have received help in a timely fashion and it has always been helpful.
- Salesforce could use some room to improve its reporting system. I find this system is difficult to use and confusing, as some reports that seem to have the same criteria yield different results once the report is run. This is also a part of the system that most staff I train Salesforce to find very confusing and hard to use.
- Could be overhauled. Salesforce looks okay to use, but I feel that it doesn't have an up-to-date design, at least in the version that we use at our organization. With so many other products constantly updating their tool, it makes Salesforce feel slightly outdated.
- Can be hard to use or intimidating for a newcomer - I get this feedback a lot from staff I train in Salesforce. They have an extensive FAQ/how to use section on their website, but some of the functionality is genuinely non-intuitive and even though I have been using the system for two years, I still run into questions where I have no idea how to customize something or add new information to the database.
Wonderfully Easy to Use
- Manage New Leads
- Distribute leads across team members
- Populate leads to work
- Ease of use when needing new leads
- More interest level platform
- Getting rid of non interested leads automatically after number of times worked
Best for Effective Outreach!
- Easy to Use
- Maximizes Outreach
- Effective tracking purposes
- User-friendly report creation
- More training on report creation
- Ability to personalize prospect and application pages so that fields can be customized to individual preference
Salesforce Review
- Create reports
- Customizable
- Clear tracking
- Help tools
We have developed and utilize a CPQ system built upon the standard Salesforce quoting system, but with features custom developed to account for our unique billing structure.
- Data Integrity
- Base Simplicity of UI
- Automation
- Customization
- Mapping / Visualization of Data - most Salesforce or even vendor based mapping is not good. We'd love to map a lot of data we use, but the available tools are slow or are completely overwhelmed by this task
- Email Marketing - we'd like to have custom email blasts based upon records in salesforce, but the current ability of Salesforce/Pardot is limited to user generated, not system generated content (which we'd prefer)
- Visualforce - could be simplified like much else in SF platform
- Sales area and customer profile mapping and management
- Customizability, it can fit your company through your needs and your current functionalities
- Heavy to load on the run, while on the field with not so fast internet connection
- Too many options and features, it could hide what you don't have the need to add/use to make the interface cleaner
Salesforce: Salesperson's Best Friend
- Task reminders - never forget a customer follow.
- Reporting to see how meetings, pipeline, closed business, $$ all stack up!
- The layout of the "Lightning" version is a little clunky... more clicks to see info on a single page.
- The "Related" tab is annoying that you have to click on it in an Account view to get more details on related Opportunity or Contact info or Activity... it should be an easy scroll down to view all. Not a click everywhere, and have things load, and then only get a subset of what you looking for to then click in more & continue drilling in for more detail.
Great Product!
- Connects me
- Finds business
- Pricey
- Hard to use at times
Salesforce in the Workplace
- Stores all data we have discovered about prospects.
- Reach out is easily accessible.
- The switch from Classic to Lightning is tough in a startup because not everyone is forced to switch and that causes confusion.
- The filters to create your own CRM are not easy and we have to hire contractors to do that for us.
with the help of Salesforce
- Build customized reports to analyze information organization wide.
- Easily collaborate with the Team to share information securely and connect with employees across the organization effectively.
- More available video based online training.
- Navigating interface for simple tasks can get complicated.
- Daily Task List
- Easy reporting on user activity
- There is a large number of clicks to get to certain features that feel like they could sometimes be simplified in the workflow.
Sales, Account Managers, and the Rest Can Meet At SalesForce
- It's great for a company's first CRM.
- It's excellent for managing clients of all different sizes/needs.
- It could be overly complex at times for relatively simple clients.
- The technical support issues may be difficult to handle.
Salesforce is great for our organization
- Organize data.
- Showcase data visually that makes sense to a wide audience.
- Allows for collaboration.
- UI is a little old and clunky.
- Needs a better knowledge base.
- Mostly, the UI needs updating.
The best CRM Platform
- Account sharing among agents is a very good thing, no customer is left behind when their usual agent is not at work.
- The default workflow is very easy to follow with the chevron design.
- Access control and management are very user-friendly.
- The new Lightning Experience is not as clear to use as Classic. Basic functions like logging in should not be a challenge. This can be changed without going back to classic.
- The notes section on the leads could have the private checkbox on the same page as opposed to finding it in another menu.
- The certification tutorials do not really show a clear carrier path. It seems all are relevant for the same certification but are they really?