Robust CRM platform for fast scaling large to enterprise organisations
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past …
Starting at $25 per month
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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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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
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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
Pricing
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$25.00
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Per User/Per Month
Professional
$80.00
Cloud
Per User/Per Month
Enterprise
$165.00
Cloud
Per User/Per Month
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- Setup fee optional
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Starting price (does not include set up fee)
- $25 per month
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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:
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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- 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
Salesforce Sales Cloud starts at $25.
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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Reviews
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March 13, 2019
Salesforce Lightning Review
Salesforce Lightning is the updated version of Salesforce. It is a great CRM that is used by sales and marketing to manage accounts, leads, and outbound prospecting activity. All of our activity is logged through Salesforce. I find the UI of Lightning both sometimes a little easier and sometimes a little more difficult to use than the previous version.
- Great way to manage accounts
- Great way to see previous account activity on accounts
- Great way to track opportunities and deals in an account
- UI can be a little confusing as opposed to old version
- Overall, Salesforce can be challenging to navigate if you're a new user
February 26, 2019
Salesforce App Cloud -- the only CRM to use
The Salesforce App Cloud is such a fantastic tool for managing your customers. I have actually used it for two separate jobs, both currently as well as back in college in the Undergraduate Admissions Office as a student ambassador. It is extremely helpful in keeping track of all your customers and their contact information.
- The Salesforce App Cloud keeps track of so much different information, and lets me keep organized with all of our different customers.
- I am able to run all kinds of different reports that show various demographics of my customers to help in figuring out different marketing approaches.
- There is a huge help network that you have easy access to when trying to use features that I am unfamiliar with.
- The email extension from Salesforce is fantastic. It shows you when people open your emails and other data about the email.
- Some of the features that are in the cloud app are very hard to use and take a lot of work to figure them out.
- The email extension frequently logs out by itself and I have to continuously log back in.
- I wish there was a feature so that you could sync a Google contacts account to the Salesforce App Cloud.
February 22, 2019
Salesforce - is it for your business?
We use Salesforce Lightning within my company predominantly for pipeline management, campaign, and marketing management, calendar keeping, and task recording for efficiency. Our outreach workers each work a specific pipeline of individuals in order to connect with them and have them come into initial appointments. It is being used by two apartments - Outreach and Service team. The main problem is tracking prospect progress, and being a database for our outreach teams.
- MANY options - ability to customize it to our specific problems, and even create custom consoles and views that are most helpful for our team,
- VERY reliable. Have yet to have any crashes or losses of data,
- Customizable - so far most issues that we have had have been things that have options to improve and fix. Its a very moldable software.
- Number of clicking
- Too many windows opening - gets a bit jumbled
- Reports are far too difficult to customize. Not intuitive
February 14, 2019
SalesForce is a force
Salesforce Could is being used by our Relationship Managers as an initiative to make our process and business more digital, allowing them to have access to clients accounts within reach via their mobile phones, tablets and laptops. It is being used also as a source of data caring and marketing tool for potential clients, being widely used in our customer engagement group department for our beloved customers.
- Relation Management.
- Marketing.
- Statistics.
- Data loader function.
- Duplication of accounts sometimes.
- Missing files.
- Difficult to find files.
February 02, 2019
Quicker and intuitive product to organize your records
We use Salesforce Lightning to keep all of our accounts accurately represented across the full spectrum of sales, account maintenance, collections, and everything in between. It allows us to quickly access the records we need in a way that cuts through all the extraneous information which isn't needed. We are able to communicate across departments and to attach the documents needed for legal purposes. It seamlessly works with other programs such as Outlook and DocuSign. The number of details and the speed with which one can get to is impressive on both fronts.
- The organized views quickly break down the records, no matter how large, into easily digestible pieces.
- The links to other pages inside Salesforce Lightning are easy and quick to use.
- The details available are precise.
- The link to Sales Dialer could be more seamless.
- New users seem to be overwhelmed learning the system's details.
February 01, 2019
When you're looking for measurable metrics, look no further!
When it comes to our organization, being able to have metrics and track those metrics is vital to the life of the business. When it comes down to understanding what's going on within the sales organization, we need to have a constant vision of where we are and where we're going. Salesforce has really provided that for our team. We need to be able to accurately forecast based on previous performance. The other part of Salesforce that has been crucial for us is the organizing of leads and accounts. Because we're able to easily view and retrieve information, we are better prepared to make informed business decisions.
- By providing our sales team with real-time metrics we're better able to know what's working.
- Having an organized place to keep track of leads and understand where those leads are coming from then putting them in campaigns based on the data we organized from Salesforce is invaluable.
- I love the fact that Salesforce is in the cloud and provides access from anywhere.
- It's easy to manage a team through dashboards and analytics that can help us hit our goals.
- We've worked hard to understand what's going to close sales, so we've developed reports from Salesforce that put us in a stronger position to make better business decisions.
- At times Salesforce has so much data that it can take a long time to load.
- If you don't have the right metrics in place then Salesforce will be providing data that may be fluff that doesn't help you make the better business decisions.
- Constantly revising the contacts within Salesforce is very difficult. Pulling in a mass number of leads is very simple, however, to edit and keep tabs on all those can be a tedious process.
- There's a slight learning curve with the Salesforce App.
Context: we are an education company, but I've also used Salesforce Lightning in a traditional sales org. We have student-focused teams like admissions and student advisors. We also have account managers who build and sustain relationships with our partners using Salesforce.
Who uses it and for what:
Who uses it and for what:
- Admissions: for tracking leads, recording all conversation information/notes, and ensuring their applications are complete.
- Student advisors: once students are enrolled, they use the Contact and Opportunities objects to track student success in their programs, also recording all conversation information/notes.
- Account management: our account managers track holistic student success data to track account health.
- Management/leadership: we use Salesforce Lightning to know how we're performing as a company. Our students' success is directly our success.
- Track customers/students via an individual object: via lead or contact, but not by tracking them via both.
- Compare the performance of your team members via reports and dashboards.
- Limit permissions of people or groups of people.
- It’s hard to run reports or create working “views” for customer-focused teams that include both Leads and Contacts in the same report.
- Some fields do not map from Lead to Contact object. When a customer/student transitions from application to acceptance, some dropdown and fill-in fields completely disappear from the student’s page in Salesforce. Every version of Salesforce I’ve used has this problem.
- Salesforce overall is clunky and confusing for the average user. We require thorough Salesforce training for new hires on all teams because it’s not user-friendly or obvious what to click on to achieve a specific task.
January 18, 2019
An updated UX from Salesforce classic
Salesforce Lightning is being used as my company's CRM platform. We utilize it to track the buyer's journey, understand target accounts and prospects, and then understand where clients are in the use of our products. Salesforce is mostly used by our sales team, as well as the account team. We have other systems integrated into Salesforce, such as Pardot, service cloud, and financial force, which means that almost the entire company touches the system in one capacity or another.
- The Salesforce Lightning user experience is definitely an upgrade from classic. It makes it much easier to see multiple accounts, leads, etc.
- When implemented properly, Salesforce has some great reporting capabilities to better understand and improve upon the sales cycle and process
- With many different integration capabilities, Salesforce has a lot of potential to be a single platform for an entire organization.
- The migration between classic and Lightning is not the simplest, and has a lot of possibilities to cause confusion for those who are used to the classic version.
- Salesforce provides a lot of customization options, which in theory is great, but can also lead to a messy organization that can quickly become very expensive to try to maintain.
- The support available for Salesforce leaves much to be desired. Although they have many educational resources, because every instance of SalesForce is different, it would be better to have someone who you can speak with and can actually help troubleshoot.
January 16, 2019
Salesforce Lightning Review
I used to use Salesforce Lightning at my last job to track contract and project revenue for all clients. It was used by the entire company as a means to keep all SLAs and revenue projections in one place. We were able to more accurately track revenue this way, as well as manage one-offs and larger client projects.
- Cloud-based.
- Voice call capabilities.
- Outlook compatibility.
- Confusing Interface - Requires more training.
- Some support issues.
- Difficult to easily identify possible duplicate leads in the system.
January 12, 2019
Salesforce for multiple uses
Salesforce was used as an information platform to import and export information and data from multiple POS systems and import them into a financial software program. Salesforce was also used as POS for clients and to keep track of our inventory.
- Great system for reporting.
- The ability to track entries and audit information is great.
- The automated email of the daily company dashboard was very helpful.
- Salesforce has a lot of extras available, but I recommend having someone very familiar with Salesforce implement and audit that it's working properly
- Software updates can be a bit troublesome
January 04, 2019
Great software and user-friendly
It's mainly being used by our sales organization to capitalize on leads and accounts when employees aren't logged into their main desktop at the main office. Having this on iPhone and Android is the most efficient way for reps to capitalize on deals through this software. It's a great tool.
- Chatter-- access important notes
- Opportunities-- Can see where more work needs to be done
- Notes-- What does Client need and want
- Needs to load faster
- Needs to send more push notifications
- Needs to integrate with social media
December 28, 2018
Get your head in the cloud!
We use this application to track sales and support for our clients. Our support teams use it as a ticketing platform to initiate, track and follow up with clients on issues they may be having with our various products. Our sales team uses this to track sales and potential sales. My team uses Salesforce to track setups for clients using our LMS.
- It's easy to find accounts in the application - for that I am grateful!
- Most of the issues we have are clearly user errors and not problems with the application itself.
- I don't find Salesforce to be terribly intuitive. That is my main complaint. But, to be fair, I don't use many of its functions myself and it may just be me that is the problem (though I am unsure).
December 18, 2018
Salesforce but with a UI facelift
It really depends on the individual using it. I've attempted to use Salesforce Lighting a few times, but I prefer the classic version to the Lighting version. Some departments within our organization have switched over, but the majority have remained on the classic version. I'll admit, it's difficult switching after using the classic version for over 5 years.
- A simplified, clean user interface.
- For me, the setup is more organized than before.
- The assistance feature on the home page is a nice touch.
- Lightning doesn't seem a customizable as the classic version.
- Overall, the biggest change is simply the UI. Other than that, it doesn't motivate you to switch over if you prefer the classic version.
- Not all integrations with Salesforce are Lightning-ready.
November 29, 2018
Review for Salesforce Lightning
We use Salesforce for our resources and referral program. We run a contact center to provide health information and resources for the state. People can contact us through phone, text and live chat. Our agents provide them the resources and refer them to appropriate programs. SF provides the CRM solution for this program.
- Very helpful to have the lightning layout to create quick data intake while agents are on the phone.
- Nice drag and drop features.
- Mobile friendly.
- Lightning pop-up form's size is fixed and is not flexible enough.
- When you update the report that links to a chart, the chart doesn't automatically update accordingly.
- Not all apps work in Lightning - for example, Salesforce's own LiveMessage only works in classic.
November 29, 2018
Struck by Lightning and Loving It
Salesforce Lightning is the main UX for Sales Cloud and is used across the organization. It addresses productivity improvement.
- Keeps you up-to-date on your accounts. There's a great News feature that shows the latest PR or articles about companies in your database. There have been times where I was about to hop on a call only to see the company was recently acquired or recently implemented a company wide-marketing solution. Fantastic intel and save me searching for it.
- I love the Google address search feature. If I put in the street information, Google will populate the city, state, zip and country. A great time saver when I'm adding new prospects.
- The Gmail integration is fantastic. It lets me quickly add prospects who contact me via email. It's pretty good at reading signature lines to populate the basic name and contact info.
- I find the new report builder more powerful when trying to build cross-object reports. Plus I love that you can email the nice new dashboards.
- On occasion, Lightning will throw out random errors. The errors can usually be fixed by refreshing your browser but the problem is that when you refresh, you lose the work you just entered. It doesn't happen often, but when it does, it's a real pain.
- Not all of the Classic features are in Lightning. An example is the recycling bin - you need to switch to Classic to access it. Another example is Joined Reports.
- I wish there were more out of the box page layouts available. It would be nice to have a three-column page layout in some sections or have a drag and drop page builder. The page layout function needs to be revamped.
- It would be great if it were easier to add custom metrics in reports (for example formulas or baseline numbers) that could be reused without having to build fields.
November 29, 2018
SFDC lightning vs classic - ehh if you can make it work you should switch, but don't stress about it.
We continue to try and implement SFDC lightning but many users continue to go back to Classic. It's an updated look but that's about it. Overall it feels like SFDC rolled it out too early and immature without matching feature/functionality with classic - only to try and force adoption later on.
- It's a nicer UI. They started doing some good Js stuff
- The mobile implementation isn't bad
- I like how, by using it, you have to click less than with classic. They implemented enough pop-up boxes where you can get some quick things done without the page refreshing each time you click like on classic.
- Reporting - lots of stuff wrong here.
- Overall I think SFDC sacrificed some functionality for ease of use. They hid some things whereas before they just splayed all info out on the page, and now there are more tabs etc
- Wish they wouldn't force everyone to use it so much. Just make your product something people want to use instead of something they have to use.
November 19, 2018
SFDC Lightning - great with some wonky bits
It's being used in the sales org at this time (about 50-60 people). The customer success teams use Salesforce Classic at this time since Lightning was just rolled out. Seems like the plan is to roll out to the entire company at some point.
It is used as our primary CRM and has integrations with a lot of our different systems (Marketo, Contivio phone system.)
It is used as our primary CRM and has integrations with a lot of our different systems (Marketo, Contivio phone system.)
- Mobile friendly - the app is pretty solid
- Visually pleasing compared to classic.
- A bit more intuitive as you can adjust or edit things much easier in Lightning vs Classic.
- Some of the flows are....weird. Example - if you are deleting a task or event, it takes you back to the previous page you are on and doesn't stay on the current page you are on. If I'm on an account and use the option to delete the tasks (without clicking into it) it will take me to the search screen.
- The Activities section doesn't show enough detail. it shows the date you called, but not the TIME that you called. In sales, knowing the time is huge.
- If you have integrations with other software and you go to edit a page, the selected edit box will jump around randomly and you will end up typing in the wrong area.
November 12, 2018
Most User-Friendly CRM to Use
Score 9 out of 10
Vetted Review
Verified User
Our organization works with Salesforce as the main product. We customize it for our customers and support them afterwords. I use Salesforce as administrator setting up to prepare demos of our mobile product that synchronizes with Salesforce. Mostly we use Salesforce to customize organization for usage of sales representatives and their managers.
- Large possibilities for customization
- Lightning Experience is very user-friendly and pleasant to use
- Great functionality spectrum
- Integration with third-party products
- Great variety of additional applications
- Available for mobile for basic usage
- If there is a lot of data in your organization, it may take a bit to load the page
- Sometimes navigation can be confusing
- Some features are available only on Lighting or Classic Experience
We use Salesforce Lightning as our main CRM. It stores all lead/prospect and accounts and current customer information. We use it to track the progression of an individual from an inbound lead to an opportunity to a customer. It is our main depository for sales and marketing related documentation. we also use Salesforce Lightning to generate automated email campaigns.
- Clean UI
- Easy to navigate around accounts
- Customizable report
- Ease of use when customizing specific workflows
November 02, 2018
A very good way to manage the sales process
We use Salesforce.com across our entire business development and sales operations to keep track of our customers and prospects.
- Easy to manage the sales funnel and get helpful insights from their data visualization and collection.
- Navigating the newer vs the older interface can be a bit of a challenge.
- A great way to store information so that you know what kind of contact you have had with a given organization or lead
- There are a lot of great features that are very difficult to find in the new layout.
October 16, 2018
A very mature product that is well-tested. It does require professional installation.
Our entire sales department, as well as customer success, uses Salesforce. We use it to drive marketing campaigns, maintain customer data and connections, and to manage opportunities and sales forecasting.
- It helps large team manage long sales processes with a large amount of detail.
- It is very stable and is always available.
- It can be customized with a wide array of 3rd party applications, some of which we use.
- Currently they are trying to migrate customers from the classic edition to the new "lightning" edition. Each one has advantages. Lightning looks a lot better but not all workflows transfer seamlessly.
- It now forces you to log in to lightning, so if you want to use classic you always have to open it in lightning first and start over.
- It is challenging to cleanse and update the data used in Salesforce -- but this is not the fault of the program. It is inherent in the business model where data changes daily. But they can do a better job of assisting companies in doing that without overcharging.
October 01, 2018
The CRM for Professional Sales Teams
Our sales team uses Salesforce Lightning to manage leads, contacts, opportunities, and sales activities for our clients. It enables our sales team to make better decisions to generate more opportunities and close more business in less time.
- Customizable
- Third-Party Integrations
- Pipeline Management
- Clunky UI
- Requires Professional Implementation
- Reports
September 27, 2018
Salesforce Lightning Strikes a Great Balance
We use Salesforce in the Office of Advancement (broadly), and I specifically use it with the Office of Alumni and Family Engagement at CalArts in order to better relate to, serve, fundraise, and friendraise among the greater California Institute of the Arts community. We also enjoy its functionality to pair with and sync with other platforms we use for phonathon, communication, and marketing.
- Boosts our productivity.
- WYSIWYG interface.
- Customizable snapshots, reports, and home screens.
- Linking multiple systems is great but inconsistent across platforms.
- Application building requires more work than we anticipated, not as simple a solution as we hoped.
- Miss some features of other earlier versions.
September 24, 2018
Salesforce: it’s fast as Lightning!
Salesforce Lightning has replaced a previous donor database, a Microsoft Access database, numerous Excel spreadsheets, and a paper filing system. We can now house all that information in one platform: Salesforce. Lightning is a more user-friendly interface than the Classic version.
- Sleeker interface
- Better search functionality
- See more of the information you need and less of what you don’t
- Customizable
- Doesn’t work well with some of our custom objects
- Admin functions still require Salesforce Classic
- More difficult to customize reports
- Really need an entire staff role solely dedicated to it for optimization
We use Salesforce Lightning as part of our day to day operations in several areas throughout our organization. We have been heavy Salesforce users for a number of years and when this new UI came out we had the option to try it and use it in sales, client support and account management. Salesforce allows us to standardize, build and maintain several business processes.
- Allows for powerful business intelligence chart/graphs
- Great sales tools like Kanban views
- The User Interface is easy to use
- Missing some of the functionality in Salesforce Classic
- Takes some time to get used to if you have been using classic for a number of years