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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
Read all reviews

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

(201-225 of 374)
Companies can't remove reviews or game the system. Here's why
Mark Evans | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Lightning is being used by my company to track customers and prospects. It's mostly used to track them in the sales process. Sales department uses Salesforce the most compared to other departments, though support, engineers, and onboarding teams all use it on more of a limited level.
  • It makes reports look a lot more appealing than Salesforce Classic
  • It is easier to edit in-line items
  • Lightning is more aesthetically pleasing than Classic
  • It does not map to our version of Classic
  • Multiple clicks to try and find information about a customer, opportunity, or other areas
  • Some buttons on Classic have not ported into Lightning so my team has to switch between Classic and Lightning to accomplish daily tasks.
Well suited if you are a big user of the dashboards or reports tabs in classic. It is overall a more cosmetically pleasing experience and some areas of normal frustration have been cleaned up while others are not ready yet. Though, it seems to be pushing out a beta experience because not everything works like it should, and we often have to switch between Salesforce Classic and Lightning to get normal daily tasks completed.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
The UX and UI is better looking than the normal Salesforce but it doesn't operate better. It feels like it takes more clicks to get into account and view the information. It's too cumbersome if you're trying to utilize your CRM all day everyday. It could have something to do with how the system was originally set it.
  • It looks good.
  • Adding tabs to the home page is great.
  • Reporting looks very good too.
  • Too cumbersome.
  • Too many options within accounts which don't matter.
  • Too many upsell calls from sales.
It works well to get the job done. I've used it at large organizations and it's well maintained. When using at a small organization, there isn't anyone to help keep the data clean. It can become inundated with trash data which makes the system hard to use.
I would suggest small organizations use the classic mode.
Dominic Biegel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce for managing our potential sales and for pipeline reporting
  • Manages our pre-sales activity with leads and stages
  • Integrates with Ringio for click to call
  • Allows for forecasting pipeline and future closes
  • Somewhat of a lengthy set-up process
  • Salesforce team is sometimes slow in response
  • Make it easier to hide unused features to avoid confusion
It is well suited for companies like Bectran who need to manage SAAS software sales
Sarah Stauber | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Lightning is critical to our organization and is used by our entire sales team as well as our VP of Sales and consulting services team to manage our end-to-end sales process. Our sales team uses it to manage leads, opportunities, and clients. It allows us to log notes and communications, schedule tasks (i.e. follow up calls), events (i.e. product demos, proposal review calls), and reminders. We also use it to forecast our quarterly sales revenue, which is critical to the business. And it gives us all visibility into which companies are already in conversations with other sales reps in our organization, and which companies might be appropriate to reengage.
  • The platform makes it easy to tracks communications, saving our reps a ton of time with it's Outlook integration for automatic email logging.
  • It's also easy to build custom reports to keep track of individual performance benchmarks for planning.
  • I do miss some of the functionality from Salesforce Classic, like the ability to build a custom home page by user, which is not supported in Lightning.
  • I also have not been able to figure out how to view my "recently viewed" items without seeing what's been recently viewed by all users, although there may be a way I'm not aware of.
I think any sales team with young, computer saavy sales reps, or reps that haven't used a CRM at all before, should opt for Lightning as they seem to be phasing out Classic and adding more and more functionality to Lightning. But if your team has been used to Classic and is resistant to change it might not be worth switching until there's no longer a choice as it could interrupt productivity. It does take a little time to get used to.
August 03, 2018

Salesforce is for you!

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used across the company in many different departments. We currently use it for managing leads coming into our data base in order to properly assign them to business development executives. Our sales and renewals team also use sales force to track current deals, updated interactions, and evaluate a leads possible return. Marketing also uses this application to track what products and campaigns they have interacted with and where in the buyers journey they are.
  • The application keeps track of all historical interactions and actions the lead or customer has taken, this makes it easy for anyone to see what has been done.
  • The application can be integrated into almost any automation tool which opens the door to a wide variety of different ways we can interact with our customers and potential customers.
  • The integration process, though it integrates with nearly all outside tools, is quite daunting and tends to slow down any project that involves integration (at the beginning, once it is set up it performs exceptionally).
  • Generating reports and finding data as a new user can be quite difficult at times, the data it pulls is of great quality but getting there takes quite a bit of practice and patience.
Salesforce is a great tool to integrate with marketing automation software, it makes it incredibly easy to see where people fall in the pipeline and how much they have contributed overall to the revenue of the business. The tool can be accessed by anyone within the company (given they have the required permissions). The tool is also great for tracking various marketing campaigns and see just how well they are performing through the many reports it generates, this allows us to really dig deep and find the best ways to continue interacting with our leads and identifying which campaigns are ill-suited to our cause.
Mark Dille | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce daily to connect with potential new customers and keep track of our interaction with both current customers as well as potential buyers. The notes that we keep are invaluable because they make our interactions both meaningful and productive.
  • Keeps track of the number of times you have reached out to a potential customer.
  • Allows you to follow the progress of an opportunity.
  • Gives us the ability to organize the teams that are looking into our solution.
  • We have problems with Outreach and Salesforce integrating.
  • I don't know how to solve this, but there is too much room for human error.
I think SFDC is perfect for both prospecting for new customers and keeping track of your current customers. I have used homegrown CRM tools and a few other tools in the past and Salesforce.com is above and beyond the best solution that I have ever used. Very simple customer interface and allows you to have all of your information in one view.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Lightning will eventually be used across our whole organization for various purposes. Each department is being implemented in phases. Our goal is to have all departments under one system where they can be connected to the same data. This addresses a multitude of business problems, the largest being data integrity.
  • Provides a large platform with many options to fit business needs.
  • Has a modern UI along with a mobile option.
  • The platform is encompassing with cutting-edge technology
  • Marketing Cloud needs a lot of work yet
  • Reported issues are not handled that quickly
  • In some cases, there is missing functionality that no one seems to be addressing
It is well suited for organizations that are looking to track data on Customers/Contacts. We use it for higher education purposes but I could see this being VERY useful for sales/customer relations track. This may be less appropriate for small organizations that don't have the IT resources to get up and going.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I work for an Executive Search Firm, and we were using MS Excel before as a candidate database. However, using excel makes it hard for us to manage the relationship with our candidates and clients since we can not indicate real-time across all of our employees the positions we recruited a single candidate, the people whom the candidate talked to over the phone, and also where the candidate was presented before.

Salesforce, however, made it easy for us to update everyone in our firm regarding the preferences of the candidate, the positions he applied for, what were the next steps on those job applications and to whom the candidate have established a relationship with within our firm.

We were able to make sending emails to candidates fast and reliable without compromising the quality of being personalized. We were able to create myriad automated email templates that acknowledge candidate's history with our firm, and in return, we get more tractions regarding interest from them in applying to those opportunities we are recruiting them.


  • It provides seamless candidate tracking opportunity.
  • It provides businesses with solutions to their existing problems such as our problem on how we can be abreast company-wide regarding our candidates' status.
  • It provides a great customer experience by having the support that we can cling to whenever there are downtimes or technical issues.
  • Not costly, and the pricing is justifiable with the solution the software is offering.
  • Whenever we upload the candidate's resume or interview notes in our system, it takes time for us to confirm that it is really uploaded.
  • We use the BD and TargetRecruit platform powered by SalesForce, and sometimes it is really hard to integrate them.
  • Not all customer support of salesforce are abreast on how to troubleshoot system problem. I hope they train their people to be the select few who can really resolve issues offline.
It is well suited to any companies that are currently experiencing problems. They can provide a solution in terms of recommending a system that can help in the business development, relationship building, and client management advancement of a single firm.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I worked for a IT/Digital Marketing recruiting agency. We used Salesforce.com to manage client information as well as information about our currently billing consultants
  • It allowed us to keep very detailed notes about our clients, and the capability to track hiring managers if they moved to different companies
  • We were able to keep track of our consultants as well, including all of their personal info and hiring manager info, which helped us if there were openings on the same team or with the same manager
  • We also used Salesforce.com to keep a running dashboard of our internal sales numbers, so everyone knew how close they were to their goals/quotas in real time
  • Sometimes difficult to find the correct search filters when looking for a consultant or client
  • Was used more by sales people than recruiters, not as much functionality for recruiters
  • There are so many possibilities for functionality that it was sometimes difficult to know all of those possibilities without more comprehensive training
Well suited for tracking client info for a sales person

Not well suited for someone strictly on the recruiting side
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our marketing and sales department uses Salesforce to track leads and opportunities, as well as the accounts and contacts associated with the opportunities. Additionally, we sell our software through a partner channel. Salesforce makes it easy for us to manage our channel partners as well as our existing prospects and customers. Aside from selling software, we also provide consulting services. Our consulting manager tracks her projects in Salesforce as well.
  • Salesforce is extremely customizable. No matter how unique your business processes are, they can be created in Salesforce.
  • The Salesforce mobile app is very powerful and easy-to-use, so no matter where I'm at I can access my CRM data and edit records on the go.
  • Salesforce has a huge app exchange with 3rd party solutions that seamlessly integrate with your instance of Salesforce.
  • Salesforce is very expensive. They have several different products and editions, but the cheaper editions are often missing one or two key features that you need, so you're forced to pay for a more expensive edition which can end up being overkill.
  • While Salesforce is highly customizable, if you want a feature out of the box you will have to pay a lot more. So if you don't have the development experience to build something out in your Salesforce instance, you need to purchase an add-on from Salesforce. And often times these add-ons seem like things that should be included in the product anyways.
  • Salesforce is complicated and can take time to learn, meaning you'll need to spend resources to have someone in your organization trained on the product to get it's full value.
Salesforce can handle all of your CRM needs - whether you're in marketing and sales and need to track leads and opportunities, or if you're on the support team and have to keep track of customer cases. Salesforce makes it easy to manage all touchpoints with your customers, prospects, and partners so you always have accurate and up-to-date information with a complete view of the customer. With Communities you can take things a step further by building out websites where your customers and partners can engage with one another and get self-service support (knowledge base).
Angela Medlar | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Our entire team uses Salesforce daily... not even daily, but minute-by-minute. All of our operations from recruiting, marketing, sales to customer success uses Salesforce to ensure our process are as streamlined as possible and nothing falls through the cracks. Some of the integrations with Salesforce we use are Enthusem for automated direct mail, TaskRay for project management, Outreach for sales, Ebsta, HubSpot and ZoomInfo for marketing. These integrations make our transition from recruiting to marketing to sales to success seamless!
  • They don't try to be everything, they just let everything integrate.
  • Lightning is a great experience for our users.
  • Workflow rules allow us to automate process.
  • Integrations allow our departments to work seamlessly.
  • Catching up Lightning to have all the same functionality as classic. You have to bounce back and forth a lot.
  • Sometimes it's hard to get to the data you're looking for.
  • Allow for more data on dashboards.
Best for tracking leads for sales teams.
anne wanjau | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have embraced Salesforce CRM as our best business automation solution, marketing automation software, team collaboration and during this period we have seen a tremendous increase in our sales compared to previously when we had not started using Salesforce. It is customizable and supports the various departments in our organizations from a central point.
  • General increase in sales
  • Redution in paperwork
  • Selling smarter and faster
  • Business processes automation
  • Accessibility accross devices.
  • Salesforce customization can be expensive
  • Salesforce require training to use
Salesforce is suitable for medium and large size organizations who would like to manage their customers from one central point, manage marketing campaigns, manage leads and automate various business processes.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's used by the whole organization in sales, marketing, and support. Management, like myself, uses Salesforce to get the reports we need. It keeps our data uniform so we can run automation on top of it. It tracks our pipeline, holds account and lead info, and gives me the data I need to make executive decisions across sales and marketing.
  • Talks nicely with other platforms. A central hub to plug in the rest of your stack.
  • I feel like the Lightning platform is easy to use. If it's not easy, reps will not use it.
  • So many of my clients use it so it's good for my team to use SF so they are familiar with their clients' CRM.
  • Opportunity Creation. I still have to go to the classic view to build out opps which is cumbersome.
  • Support tickets could be answered quicker.
  • Highlights on technology partners. Maybe I would see a technology that compliments my other plug ins inside SF.
If you have a super small sales team or a team that isn't used to inputting data, it may not be the best fit. If you're running a lot of workflows around selected contacts, but need to house a lot of contacts, it's a really good fit.
Yemsi Pino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The software is being used by my team as a research tool for companies involved with nature conservation and production proposals; in which they need to plan a balance between both areas. The software is being used for prepared company scenarios for production and how they can sell their products, contacts and invoices, including the flow chart to do so and the recommendation of the implementation of a similar software. I did all this work to look for the money to invest in nature by the companies, and that needs to be balanced somehow.
  • Contacting your costumers
  • It's simple to learn and use
  • I can use it with flexibility at the office or my cellphone
  • Everything is in the right place to increase my productivity
  • Provide training for users
  • Provide guidance to pull up reports
  • Provide guidance on how to make a better analysis
The software is really powerful in every area, and makes me understand the reason behind sales and how I could be in touch with my costumers, even if I'm a planner for territory and environment. All you need to do is have your flow chart very clear and process the work under your guidelines, and it is the most helpful software you can use for improve your sales, no matter what area you work with. With the right choice of products and software settings, the software will suit you nicely.
Leslie Bradford | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We believe in scalable velocity. Our Sales Team is constantly on the move and uses the Salesforce App to keep opportunity deadlines on-track with their customers and potential customers. The Operations Team tracks project deadlines in Salesforce and by keeping the dates accurate in Salesforce, our teams are constantly aware of priorities that may have changed and quotes that are due and ready to be presented. We enjoy daily Sales Team "calibration" calls with our Operations Team and the Salesforce App allows our Sales Directors instant access to their projects from their phones regardless of where they are located.
  • Easy to use.
  • Quick.
  • Can update records on-the-go.
  • Quick access to report "button(s)" on dashboard. Right now you have to go to the Reports Tab, find the report template and run it. In Sales, we look at the same reports daily, and for individual sales personnel, being able to click 1 button to get to their accounts with the through date always being updated to "today" (so it doesn't have to be selected every single day before running the report) - would be of great help.
The Salesforce App is ideal for tracking status of opportunities, being able to access already entered contacts and their relevant information, keeping track of conversations and details for a refresher as well as mapping information. Due to the nature of sales and the many meetings to keep track of, I was entering "notes" from my meetings upon returning to my vehicle before heading to the next appointment, which was of extreme value. It allowed my to clear my thoughts before my next meeting.

It is less appropriate for entering accounts, contacts and so forth. This is all easier executed with a regular computer in my experience.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is being used by the whole organisation. We use it to track all aspects of our customer pipeline.
  • Organizing all data into a presentable format
  • It is really customizable based on my needs
  • I can use it to visualise all of the accounts and people I work with and it has the functionality for me to manage my whole job
  • Could be a more intuitive user interface - sometimes finding things can be difficult
  • Dashboard view could use some tidying up
  • Logging in can sometimes be a challenge from different machines
It is really well suited for collecting all information about your customers and managing a piepline of opportunity. It's not great as a way of visiualising data.
April 19, 2018

Highly capable CRM

Kevin Van Heusen | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce App Cloud is being used to manage our sales workflow and pipeline. It helps organize leads and forward them to the appropriate salespeople. It gives a good organized view into the sales pipeline as well as comprehensive reporting to get both ad-hoc views into the finances of the business as well as dashboards.
  • Fully customizable, pretty much every field can be renamed
  • Can handle most any sales pipeline you come across
  • Apex triggers can handle creating automatic processes to be kicked off when things happen in the system/workflow
  • The user interface is hard to grasp at times, it supports quite a bit of functionality, but figuring out how to use it can be hard
  • Salesforce doesn't make it easy to create and deploy Apex code, it can take quite a bit of time if you are new
  • Salesforce has a robust API however they charge per API request which can get expensive if you leverage their API quite a bit
Salesforce is generally suitable for teams of most sizes. It may not be a fit for very small (1-2 person) teams, as the per license fee is pretty high. For smaller teams, another CRM might be a better fit. For larger teams, Salesforce can be customized to fit most needs.
Whitney Slothower | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Salesforce is used by all sales teams and the marketing team within Balboa Capital. Salesforce enables our sales teams to engage with prospects, track notes, approvals, business opportunities, and ultimately submit applications. The marketing team uses Salesforce to track key metrics put in place by c-suite executives. From a marketing perspective, Salesforce.com allows us to pull custom sales reports in order to see how sales representatives are engaging with leads, the quality of leads, ROI on campaigns, lead life cycle, and forecasting. Salesforce.com provides us with a one-stop CRM system where we are able to pull important information immediately rather than waiting on IT to create a report on the back end.
  • Sales representatives can easily and securely store all important information pertaining to a record. Such as activity notes, call backs, opportunities, applications. There is improved organization of information once we migrated to Salesforce.
  • The Salesforce reporting feature is easy to manage. Whether you are looking to create a simple leads report, or pull a complex accounts with applications report, all information within Salesforce is easily gatherable, editable, and exportable. I have been able to create my own reports within minutes that would have taken weeks for IT to build.
  • Salesforce is fully customizable. If a feature you would like in your CRM system is not available with the "out of the box" purchase, you can easily visit the AppExchange to find the tool you would like to add.
  • Salesforce empowers our sales team with the ability to have enchanced communication. Prior to using Salesforce, many of our sales representatives would use the sticky note method as a way of reminding themselves when to call back a specific record. Now, all follow up tasks automatically populate for sales representatives, so there is no more loosing accounts or forgetting about a meeting. Communication such as voicemails, emails, and call back tasks can be completely automated by using applications that sync with Salesforce.
  • Customization was a factor with the way that we use Salesforce. If your business sales cycle tends to be complex, you may need to think about hiring a Salesforce Admin to essentially customize your product. Salesforce is not easily customize-able for the everyday user.
  • If you are unfamiliar with the way that Salesforce reports gather information or what information you are looking to pull, then the reporting feature may be confusing. It would be helpful if Salesforce provided users with simplified instructions for some of the most highly used reports.
  • Salesforce updates may cause errors on customized triggers or work flows. Often times, if the CRM is updated to the newest edition, customized work flows that were created by your Salesforce admin may not function correctly. Time is spent finding the code and fixing the error on the back end.
Salesforce.com has been an excellent tool for gathering business intelligence and analytical information. If your company is looking for a CRM system that is compatible, allows for ease of communication across departments, and access to various reports, then Salesforce is your solution. If pricing is a large weighing factor, then Salesforce.com may not be the best CRM product for your company.
DavidLee Martinez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce for both clients and prospects. I've only used it for the past year, but our mother company has been using it for quite some time. Only recently have we imported our data and contacts from our old CRM into Salesforce.
  • Everything in one spot, on-the go. I can make changes and look up anything at any time with any client or prospect.
  • Everything is so organized. The search tool is great with finding partial phrases of cases and prospects.
  • Everyone connected. With Chatter, I can get in touch with anyone to help get tasks done quicker and more efficient.
  • A lot of pieces. I've made some mistakes with all of the pieces, remembering the difference between an Account, Contact, Lead, Opportunity, etc. but I'm getting use to it. Mastering these will make the search tool much more effective.
  • A few times I didn't receive notifications from the app. I had to log into the app to see them. I deleted the app and downloaded it again, and I haven't had any issues.
  • Sometimes pushing data up to Salesforce has some issues. There have been a handful of times I've spent hours trying to get a Contact person's info correctly. This has resulted in incomplete and duplicate contacts and opportunities.
Best suited: My favorite part of the app is when someone sends a Chatter to me regarding a task for a client. I am able to instantly respond, making my client's wait time much better than having to wait until I get back to a computer.

Less Appropriate: I wouldn't want to rely on Salesforce for all of my contacts with prospects. It works great for current clients and the final steps of turning a prospect to a client. Anything before the agreement, I prefer to do out of Salesforce.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Salesforce every day as my CRM. It helps me to keep all my contacts in order. Plus I can run reports on different campaigns I may be working on. My whole team works on the SFDC CRM which is great because the product we sell (Sage Business Cloud Financials) was built natively on the Salesforce platform.
  • Reports
  • Reminders
  • Organizing
  • Easier to use
  • More streamlined
I find SFDC to be a great CRM. I prefer it to Dynamics. It has a clean look and feel - very modern. It is a straightforward CRM. My team really likes using it. We have a product that was built natively on the SFDC platform- a cloud-based accounting solution called Sage Business Cloud Financials.
Joshua Peterson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use the Salesforce app as an organization as a whole. Helps keep things simple and organized. Increased efficiency throughout the day and keeping a sales pipeline organized.
  • Increased Productivity
  • Organized
  • Easy to navigate
  • None at this time.
Anywhere where a sales pipeline is needed.
February 28, 2018

My Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
[It's] Used by all commercial departments for managing forecasting, finance payments, and new business.
  • Good visibility on all deals in pipeline
  • Great for internal messaging
  • Great to submit design and tech tickets
  • UX is poor and outdated
  • API integrations with other technologies slows down load speeds
Well suited to manage sales pipeline but poor to log new business development and tasks. Very inefficient in that regard.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
My company uses mainly Microsoft Dynamics, but the team that works for Google uses Salesforce. It is the main CRM system that helps distribute the qualified by our company opportunities to the Google Field Sales Reps. We keep all client interactions logged into the system, for an easier overview of the whole accounts and separate contacts within accounts.
  • When you disqualify a contact/lead in SalesForce, it does not disappear so you can always revise your action. Not the case with Dynamics.
  • More information fits on one page, so you do not have to open 10 subwindows to get to the content you wish.
  • The search function can show you everything on a specific company that is in the system, other CRM platforms lack this function.
  • It would be great to have an overview of opportunities related to an account even if they are not related to the currently reviewed contact.
  • Logging an activity takes too many actions, at some point the conversation itself is shorter than the process of logging it after.
I would recommend SalesForce for campaigns where legacy data is used, so agents will be able to easily find previous interactions with accounts within other campaigns, as well as marketing operations, email openings and clicks and so on. Competitor products aren't particularly good at this without additional extensions installed on them.
February 21, 2018

Salesforce CRM Review

Denise D. BA  Website Developer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Yes we are using Saleforce throughout the whole company. We are making huge advancements with it. It has given us the power to go through a lot of data and discover various insights.
  • This secure cloud base software is incredible it can be used by any size or type of business.
  • Salesforce has transformed the way our company collects data and presents it in a single view. All the teams can get immediate access. Now we see what product and sales person is performing best right from the dashboard.
  • Salesforce allows us to trigger a campaign right from the dashboard instantly on mobile. It has branded email to stay consistent with emails.
  • We can pull data from Amazon and create data sets. It has the ability to create apps in a matter of minutes.
  • Salesforce provides 5 star support including phone, online, knowledge based and video tutorials.
  • More shortcuts for upsales and to save time.
  • Real time view of customers.
  • Salesforce is one of the best CRMs I have ever seen.
Salesforce is completely customizable. It has popular features to manage sales teams, which improves productivity and reduces internal costs. By using this tool to create a sales workflow, we can rely on accurate sales forecasts. Salesforce also provides tools to help manage email campaigns producing sales results at the lowest possible costs.

Salesforce is widely recognized as being one of the best customer relationship management softwares delivered over the internet or cloud. No need to delete apps on our computers to free up space to install softwares or the supper tech stuff like servers. All we need is a internet connection. Salesforce is a industry leader. It can record all aspects of our customers interactions from phone calls, emails, meetings and social media.
February 20, 2018

Salesforce Cloud review

Shaun Houshmand | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce across the entire sales department, for SDR prospecting, to marketing for their database and Marketo efforts, to customer management and managing that relationship. Addresses the problem of tracking everything in one place. Highly recommended.
  • Tracking the lifecycle of a lead
  • Managing an opportunity
  • Reporting
  • Automating cadence for outbound sales teams
  • Reporting can be easier to manage
  • Simplicity
If you need a tracking solution, Salesforce Cloud is the way to go. It's powerful, I wouldn't recommend another solution on the market over this one.
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