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 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
The best in class CRM solution
Salesforce , top tier CRM for enterprises, now with more to consider for solution.
Great product that keeps getting better
…
Salesforce Sales Cloud for the win
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 (239)8.686%
- Opportunity management (233)8.484%
- Customizable reports (231)8.282%
- Workflow management (230)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(239) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.9Workflow management(230) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.4Territory management(183) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.4Opportunity management(233) Ratings
Users can track deals and create quotes.
- 7.5Integration with email client (e.g., Outlook or Gmail)(218) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.2Contract management(190) 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(173) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.5Interaction tracking(204) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.6Channel / partner relationship management(165) 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(81) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.5Call center management(64) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.3Help desk management(66) 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(213) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.4Email marketing(182) 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(211) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.1Billing and invoicing management(57) Ratings
This includes automated invoice creation and billing.
- 7.8Reporting(174) 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(203) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.8Pipeline visualization(222) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.2Customizable reports(231) 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.
- 8.1Custom fields(223) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.1Custom objects(213) 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.
- 7.9Scripting environment(158) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.1API for custom integration(186) 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(194) 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(200) 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.
- 7.5Social data(142) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.3Social engagement(139) 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(190) 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
- 7.1Mobile access(205) 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
(3228)Attribute Ratings
- 9Likelihood to Renew56 ratings
- 9.8Availability27 ratings
- 9Performance18 ratings
- 7.5Usability120 ratings
- 5.7Support Rating91 ratings
- 9.1Online Training15 ratings
- 7.9In-Person Training11 ratings
- 1Implementation Rating18 ratings
- 10Configurability2 ratings
- 8.7Product Scalability30 ratings
- 8.2Data Sources5 ratings
- 8.2Data Sharing and Collaboration5 ratings
- 9.3Professional Services8 ratings
- 8.8Contract Terms and Pricing Model9 ratings
Reviews
(26-50 of 371)Great tool for Research and Sales Department
- I am very impressed with Salesforce dashboard. It's dashboard provide clear vision of our findings and helps our organization to achieve our goals.
- Report creation is very easy and easy to learn for new joiners as well.
- We can pull reports from Salesforce in a very asy manner and can do analysis as per our management requirements.
- It helps and improve our team in decision making process.
- It's configuration and setup is complex or I can say it is time consuming otherwise I liked this very much.
- Buyer Engagement
- Enablement & Sales Programs
- Sales Engagement
- Sales Analytics
- Data Cloud
- Lead Generation
Best Sales Cloud tool ever.
- Forecasting Sales.
- Pipeline Management.
- Reporting Dashboards.
- Nurturing Leads.
- At times, it can be challenging for a newbie to find what does what, but with user training, everything can be resolved. I find Salesforce perfect, so I have no comments on missing functionality.
Great for data management!
- Customization options through custom objects
- Integrations with other platforms (through Zapier)
- Reporting options
- Easier ability to build flows
- Ability to choose what shows up in chatter
- More reporting abilities within the platform
- Automation
- Configuration
- Ease of Use
- Integrations galore
- Reporting
- Speed of Lightning Platform
Salesforce Sales Cloud Review
we got many processes implemented in SFDC such as Lead qualification, manage of discovery calls by busienss devolpment teams, handover to a demo meeting for account executive, creation of sales opportunities, managing the sales pipeline and more and more
- Robust platform for business processes
- automation without code
- out of the box infrastructre for many CRM processes
- some non core products can be not baked enough
- customer support can be frustrating sometimes
Ticketing system with great upside potential
- Tickets
- Individual agent tasks
- Analytics
- Monitoring of work
- User interface for analytics
- Some software bugs in my experience.
- Visual interpretation of analytics
- Selling you on the product
- Upselling you on additional products after purchase
- Incentivizing you to customer purchase support packages
- General Customer Support
- Managing expectations of costs to roll out the platform
- Simplifying the system use and integrations
- Including setup in the already inflated price of the platform
High power - neutral impact
- Data visibility across the organization
- Report creation/manipulation
- Less limitations in report creating. Sometimes fields/criteria can be limiting and extremely confusing
- Always on access to all of our sales information.
- Quick and easy generation of content filled reports.
- Easy to modify and add or remove options and information as we require.
- Cost effective and with great support.
- Able to modify the core values and options (for a price).
- 24x7 support that actually is 24x7.
- The mobile app does not have the options and information we need.
- The new redesign that happened during 2019 makes it harder and slower to use.
- Due to the changes brought on by the new versions, we had to update most of our reports.
- They changed their pricing during 2020, we did not get really affected by it, but it might hurt us later since we are adding new people.
Play it safe with Salesforce.com
- Provides flexibility for one to customize for any given business and/or sales process
- Many ways to create automation and a good user experience
- Forecasting options continue to grow
- Easily provide ability to manage to quota
- Lightning report builder is a time suck when compared to classic esp when selecting and moving fields around
- Support often skips over the detail provided in support tickets and then calls or emails to schedule a call without trying to troubleshoot first.
- For a long time, help articles did not have last updated date so couldn't rely on info being provided
- They release and hype up new functionality before it is released when it is only half baked and not polished
- The latency to.view recent configuration changes in lightning s just too long. It takes 15 hard refreshes and still sometimes doesnt work.
- Flow error messages are just not intuitive for avg user. Depending on your profile you should have option for simplified error message or elaborate one
- Personally think getting rid of profiles and replacing with permission sets is a terrible idea. We now have to consider 1000 permissions for each user rather than just look at their function
The word Sales in the name Salesforce does not do the product justice. It does so much more.
- Customization
- Security
- Declarative configuration, coding experience not required for most administration
- nothing. they are constantly improving with input from users.
The SalesFORCE is with me
- Maintains client details
- Generates sales reports
- Configures daily tasks and reminders
- Customizing to particular industries
- Highlighting potential duplicate records
Deep Review of SecurityScorecard
- Register a lead
- Convert to an Account
- Create Opportunities
- Detail activities of each opportunity
- Follow throught all phases of the sales cycle
- Possibility to put all information related to an Account including Contacts
- Possibility to follow all steps in the SalesCycle
- Possibility to generate a broad overview of reports & dashboards
- Perhaps if SF would be able to use AI in the sales process would be perfect !
- If there is a possibility to track if a certain CONTACT moves to another job - would be really super !
- Eventually, an improvement in REPORT section would be appreciated too
But, in order to maximize the SF usage in a certain corporation, it must be enforced to all personnel involved with Marketing, Sales , Services - depending upon the scenario end user is focusing on.
Data handled in the very best way
- Data management
- Automation
- Marketing
- User interface must be definitely improved
- Customer support needs to be improved
- Customisation requires high skills
But as of now I find it best for sales.
Salesforce for a 360 customer view
- Traceability on who owns a record and who has modified it
- Customer 360 view allowing easy handovers between departments
- Includes a lot of great functionalities for big companies to enable collaboration
- The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories
- Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor
- Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization
My Salesforce.com Perspectives
- Database Management
- Reporting
- Order Management
- Systems Updates
- Systems Integrations
- Less Complicated User Interface
Great for sales teams
- Pulling reports
- Running list views of data
- Tracking opportunities and all we need to track to that deal
- some integrations get wonky, like Salesloft but I think that may be more of a "their product" issue not Salesforce
- Better way to navigate and track dates, maybe a calendar click rather than typing in dates like "Next step = 04/03: Task"
- Einstein Activity Capture
- Deal Flow Management
- Salesforce.com customizable architecture
- Native dialer that is free
- Native contract generation tool that is free
- Reduced pricing
Easy to use, hard to master as an admin
- Easy to navigate
- Easy to add new opportunities
- Lots of ability to customize
- Licenses are extremely expensive
- It felt like we were constantly being upsold
- Backend could be difficult to navigate at times
- Keeping customer and project information in a centralized location
- Advancing projects through various stages/gates
- Email marketing campaigns
- Easily accessing attachments and sharing within an organization
- Create a learning community within the SF environment that is easy for casual users to access
- Honestly, TrailHead comes across as a lot of advertising / marketing content trying to sell additional modules, rather than an actual educational space
The force of Salesforce - CRM powering business!
- CRM
- Lead nurture
- Lead assignment
- Tracking
- Price of the product
- Simpler user interface
- Loading times
Salesforce all the way!
- Distribution engine feature that allows us to receive leads equally
- Chatter that allows us to see changes that was made in the case easily
- Easy to access in any browsers
- Accept features in our proposals are not working for some of our clients
- Hotels are unable to decline the requests that we sent them
- Too many tabs for different options
Great product and does what it says!
- Helps us organize accounts effectively
- Integrations are great
- Biggest company so offers a lot of features
- Seems clunky, I’d like easy to see dashboards with visuals of touch points
- Relatively overwhelming
- Seems too complicated for simple tracking of accounts
The best CRM out there
- Can be used and customized for multiple products
- Account management and troubleshooting support
- Collaboration across clouds / applications
- Better communication with other databases
- When working on multiple tabs, the interface can become a little slow
- The reporting could be more intuitive, and the tool's value requires thoughtful design and configuration