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
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
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
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- Free Trial
- Free/Freemium Version
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Starting price (does not include set up fee)
- $25 per month
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- FAQs
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
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- Zuora
- ActiveDEMAND
- Lead Liaison
- Planyo Online Booking System
- HG Focus
- Makesbridge
- Mautic (open source)
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- FieldService360
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- Astera Centerprise
- LeadBase
- ServiceTrade
- SAP CPQ
- Blacklight
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- Lead Only
- Oracle Marketing
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- 123FormBuilder
- OneSpan Sign
- Aventri
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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 and Ratings
(3224)Attribute Ratings
Reviews
(76-100 of 374)Companies can't remove reviews or game the system. Here's why
April 28, 2022
Salesforce is a Force of Nature
Score 9 out of 10
Vetted Review
Verified User
I use Salesforce to make notifications to other team members about customer implementation journeys. I use it to denote if a customer is launched or not launched. I also denote whether I am experiencing complications with a customer. Salesforce really captures the data from the initial sales calls and that data transfers to ChurnZero which helps me dictate what implementation a customer should be in.
- Customer Relationship Management is made so much easier by using Salesforce. I love the ability to move between customer contacts easily and to chatter with my other teammates.
- It’s so beneficial to have more industry data and to store it in Salesforce. From comparing my customers, I can make better recommendations as to what practices will be most beneficial and productive for them to use.
- I love the integrations that I can use with Salesforce. It will document the communication I’ve had between customer contacts. It also documents tasks for me to complete regarding their implementations. I find it so easy to navigate to find good data.
- In Salesforce I can also see the files and contractual agreements customers signed, and I love that it’s easy to find in their profiles. It’s helpful because sometimes my coworkers do not add the files to the google drive folders we use for storing customer facility data, so this is a great backup resource.
- I would love the ability to use this more for Implementation Journeys.
- The profile settings can be hard to manage or navigate if you don’t know what to look for. Additional pop-up boxes or icons with further explanations would be helpful.
- I’m not sure if this isn’t an option but being able to customize the steps for the customer’s stage depending on their tier or subscription would be helpful too.
April 26, 2022
Salesforce for organization
Prospecting, tracking activity & prospect interaction, housing contacts, keeping notes on my accounts, performance KPIs, quota & pipeline attainment.
Business Problems: organization, activity tracking, one-stop-shop for all accounts.
Business Problems: organization, activity tracking, one-stop-shop for all accounts.
- Performance dashboards & activity tracking.
- Integrations with ZoomInfo & LinkedIn.
- List views & contact views.
- We use Salesforce classic which is slow & doesn't have a great UI in my opinion.
- I wish you could hover over contacts and view recent activity.
- Lots of glitches that are time-consuming (when editing a contact, there are a lot of error messages).
In my organization, we use Salesforce CRM to manage our client's pipeline and the funnel of sales that we are following with clients. It helps us to have a forecast about what we are going to sell and predict what we have to do to reach our goal of sales. It really helps us to have dashboards that show our activities, opportunities, leads to talk, etc. It solves the problem to manage our opportunities and analyze how we are doing our job and what we have to do to reach the amount we need.
- Manage Opportunities of Sales
- Dashboard of improvement
- Manage leads and contacts
- Organize accounts
- Organize funnel of sales
- It's not that easy to work on in my opinion.
- Understand better duplicate accounts.
March 21, 2022
Incredible CRM That Outperforms All It's Competitors
Score 10 out of 10
Vetted Review
Verified User
We use Salesforce.com to manage our vendors & to work on the prospects pipeline. We use the Salesforce.com workflow to release the purchase order for our vendors. We automated the process using Salesforce.com.
- Maintaining customer database
- Helps us set up the workflow
- Helps us to be very detailed when reporting to take strategic & logical decisions
- Helps in storing the vendor-related files
- Implementation takes a lot of time
- A lot of bugs & errors in the implementation & early stages of deploying
- Pricing is very high
March 14, 2022
Salesforce is Still the Go To CRM
We use the software as a strategic tool for prospecting and maintaining customer accounts.
- Keeps prospect and customer conversation history.
- It provides virtual files for company and enterprise data.
- It provides a road map for strategic follow up.
- I would like to see Salesforce having a module that's similar to Salesloft cadence software.
- I think it could better augment email templates.
March 08, 2022
Easy to use / Easy pipeline plotting
Score 9 out of 10
Vetted Review
Verified User
The main goal of Salesforce is to follow business pipeline. In our setting, we have declared companies, contacts, opportunities, and requests. The tool is efficient to get access to information on the web or mobile at any time. It is excellent to track business opportunities and link them to an account in order to be able to reverse engineering a customer organization and be able to maximize our customer's satisfaction. It is helpful to monitor tasks and has a follow-up of actions. The main issue we are solving is tracking business opportunities and having a business review that allows us to have a better understanding of our market footprint.
- Registering calls / mails / exchanges
- Setting up graphs from incoming data
- Access from mobile / computer / tablet from web or app
- Data visualisation (plotting graphs)
- Regrouping data
- Draw a company organisation or hierarchical
January 06, 2022
Salesforce is a Beast!
Salesforce is currently being used by Sales/Customer Support, Marketing and our finance department. For our company, Evoca TV, it allows us to track customer's orders, fulfill easily, communicate between agents and implement 3rd party support.
- Order management
- Customer organization
- Reporting
- Sales metrics
- Cart integration ease of setup
January 05, 2022
Salesforce - the new team member :)
Score 10 out of 10
Vetted Review
Verified User
I used Salesforce to help organize cold/warm leads with data points attached to each including notes, timestamps, and attachments. Salesforce also helped me manage my opportunities in a very organized way, dependent on where they were in the sales cycle, deal size, next steps, etc. Another important aspect of Salesforce was that it helped me improve forecasting accuracy, so that I could properly track my personal pipeline to reach my sales goals. One of the business problems we had was reaching customers at a mass scale, so with Salesforce, we could actually send out mass emails to bring in more leads, touch base with our customers, and/or educate companies on the climate of the industry. The mass emails could even be personalized, making our potential leads and customers more attracted to opening our emails.
- Lead Organization.
- Mass Emails.
- Managing Opportunities.
- Logging and Analyzing Data.
- Prospecting.
- Custom Fields can be a bit confusing and disorganized.
- Pulling specific reports could use more simplification.
- Customer Support is not always easy to navigate.
December 30, 2021
great CRM tool!
Score 9 out of 10
Vetted Review
Verified User
we use Salesforce.com as our CRM database to manage customer relationships/engagements and keep track of their activities with our marketing/sales team. especially for our potential customers, Salesforce is helpful for us to handle its Accounts, campaigns, and identify their interests with our solutions. It also helps our team in properly segmenting contacts for data verification and upcoming events
- customizeable
- report extraction
- integration with other software
- detects email bounce
- creates duplicate records
- overwhelming data and cannot keep track
- inactive profiles
December 28, 2021
Salesforce-Review
Score 9 out of 10
Vetted Review
Verified User
Used it for major ticket logging systems by end-users. There are so many small features that make your life so easy. The UI is really user-friendly. There are so many fields that data capturing is perfect. We can design tickets workflow as per our needs. The implementation is easy and does not require much overhead.
- Can be used and customized for multiple products.
- The user experience is very simple and friendly.
- Pretty mature system and massive options for reporting.
- Cost friendly
- Customization is not very easy.
- Need skilled resources.
- Presence of other competitors in the market.
- Proper training is required for new resources.
December 24, 2021
Great reports!
We use Salesforce as a CRM for service cases, to track wholesale accounts, and to manage D2C leads. We also rely heavily on reporting to track lead gen activities, customer service productivity and revenue, expense and profitability metrics. Over the years we have added additional Salesforce products for more robust customer insights and reporting.
- Great user interface to help users organize feedback in real time
- Reporting tools - Einstein analytics
- Account management and troubleshooting support
- Training via trailhead and other modules
- Integration between products (eg marketing cloud) not seamless
- Omnichannel isn’t really omnichannel without 360
- Every customization requires dev experience (not just admin)
We use Sales Cloud to manage the opportunity pipeline, show performance to revenue plan and collaboration between Sales & Marketing personnel. We also use Service Cloud for Customer Solutions to manage cases and collaborate across clouds with Sales & Marketing.
- Easily configurable to adjust to business / user needs.
- Collaboration across clouds / applications.
- User empowerment to create their own custom reports and views.
- Data visibility.
- Mobility
- Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio.
- Quicker adoption of custom objects into new offerings like the Pipeline Navigator.
- Continued expansion of Salesforce Surveys for more features and flexibility.
December 04, 2021
Salesforce is a Good Facilitator
Score 10 out of 10
Vetted Review
Verified User
Salesforce is a [user] friendly and very flexible platform providing the ability to communicate between different departments creating internal entries for different problems. Also, Salesforce [provides] very good traceability and history of different actions. This platform provides [a] huge variety of different modules ready [to] answer business needs in big companies. It is important to note that the [well] optimized search engine is helping a lot for day-to-day activities.
- Good search optimization
- Answers business needs providing flexibility with many functionalities
- Easy to use, friendly user interface
- Better communication with other databases
- Automation to read and handle data from other databases
- Flexibility to customize the modules
December 02, 2021
"Salesforce Is A Feature-Rich CRM."
Score 9 out of 10
Vetted Review
Verified User
Salesforce CRM, a cloud-based CRM system, is one of the best out there. Customized for managing services, marketing, or sales. All of our daily activities revolve around it. We have integrated other platforms to give our customers/accounts a 360-degree view. It helps us build a stronger relationship with our clients and redefines our business relationships with them. It is simple to keep track of orders and send them out to our customers. I like its user-friendliness and ability to connect to thousands of devices. It is widely used and facilitates the transferability of training and skills between providers. It keeps tabs on every transaction.
- An easy-to-use interface for importing leads and contacts. Organize data on the screen.
- Update the information of leads and contacts on a variety of different objects at the same time.
- All users have access to the leads and contacts in the marketing and sales pipeline from mobile to web.
- We need to improve the dashboard and report interfaces.
- When working on multiple tabs, the Interface can become a little slow.
- Expensive, and it's best to eliminate fields that aren't necessary.
November 24, 2021
Gets the job done!
Score 8 out of 10
Vetted Review
Verified User
I use Salesforce to manage my leads and funnel optimization. I needed a CRM that would allow me to upload a lot of leads and manage them efficiently. Salesforce did the job really well. We were using excel before Salesforce for opportunity management but the change to Salesforce really helped with opportunity management and increasing efficiency in sales.
- Lead Management
- Reporting
- Displaying the Funnel
- Converting Leads to Opportunities
- Adding Notes to Accounts
November 17, 2021
Salesforce, you one stop shop for your sales and marketing needs!
Salesforce.com is being utilized across sales and marketing departments in our organization. It is mainly used for managing the company's database as well as tracking all sales marketing campaigns. Salesforce enables us to see the overall performance and opportunities that are being generated for each project. This surely helps us manage the campaigns and their costs over time.
- Creates tasks for BDRs specific to telemarketing
- Manage costs and create overview of each expenses for the campaigns
- Manage opportunities for all sales and marketing projects
- Integration of Marketo
- Not all salesforce data is being synced to our Marketing Automation tool
- The classic SFDC is more user friendly than the lightning version
Score 9 out of 10
Vetted Review
Verified User
Salesforce.com helps us manage customer data and store sales, marketing, customer service, and engineering departments. It's widely used to track customers, partners, and sales in our organization. Since [Salesforce] allows all business end-users to share a single platform, business processes are more standardized. All information, strategies, and data must go through the same funnel to track, locate, and communicate everything. Salesforce sales cloud has enabled us to trace any client's history to better address queries and provide an unlimited tracing of previous data. This feature helps us manage our customers.
- Salesforce is a powerful CRM tool that is easy to set up and use for our organization.
- It is a user-friendly software that gives me a clear picture of my sales processes in graphs and helps me revise my business strategies.
- It was quickly allowing us to input client information and access client records.
- The payments have become more transparent and manageable as a result of its integration with other software.
- For the end-user, native reports offer tools and ease of use. Salesforce provides free educational resources on its website.
- The reporting could be more intuitive, and the tool's value requires thoughtful design and configuration.
- The dashboards could be more straightforward, and working on multiple tabs slows the interface down.
- Customization of reports and a slew of other features would be welcome additions.
October 22, 2021
Salesforce.com is not so user friendly
It's being used to track customers, appointments, customer data, so the bankers enter the notes about opportunities, track the status of follow up. managers are using CRV tool to track leads outreach and make sure we are doing our daily and weekly calls or outreach. we can see our upcoming appointments on it. If we happen to see other banker's notes we could use @ sign to forward that lead to another banker.
- Reporting is good.
- It shows charts and opportunities stages of discover.
- Has the ability to handle sales opportunities for large company.
- It is customizable.
- It is hard to talk to someone who has Salesforce.com experience.
- It is not user friendly.
- If you make a mistake dispositioning the lead it doesn't tell you how to fix it and just says error.
September 18, 2021
Salesforce.com Review
Our team uses Salesforce every day. This is where we get all the data that we need for our reports. We create a report in Salesforce to get the information like leads/contacts, campaigns they attended, and then export and check all the fields. We also check here all the activities of the leads/contacts and merge data if we have to.
- Create and export reports
- Merge contacts or leads
- Check contacts or leads activities and campaigns they attended
- Takes time to load if you are searching
- Not so [user] friendly
August 10, 2021
Boost your sales with Sales Cloud from Salesforce.com
Salescloud is being used by a department. It is a sales module of Salesforce.com. It is used for sales and also marketing purposes. There are lead generation features that let the sales team share the data, get the approvals, and push the deals with their smartphone, and all of these features are customizable.
- Lead generation features that let the sales team to share the data, get the approvals and push the deals with their smartphone, and all of these features are customizable.
- Streamlined business processes
- Reporting - analysis of the progress against the target
- This is one of the best sales tool available in the market
- Running campaigns is not that straight forward
August 09, 2021
Salesforce remains the FORCE to be reckoned with
Salesforce is being used by the organization’s sales and business development and account management teams to capture opportunities from pre-sales to service delivery to track client opportunities and account growth. It is also used to measure the performance of our business development teams and ROI of marketing expenditures and targeted spend to closed business.
- Track pre-sales opportunities
- Measure performance of sales team
- Target marketing management
- Ability to manage privacy of individual contacts
- Ability to export contacts for reporting could be improved
- Better Training should be offered to understand full functionality
August 09, 2021
May the Salesforce be with you.
Salesforce is being used by our entire company. We use it for Accounting, Sales, Account Management, Production, and Support. We use it in ways it wasn't intended but we've developed it so much over the years that it does what we need it to do for the most part. Obviously, it's meant for the Accounting, Sales, and Support side but I don't believe it was intended to be a project management tool for production, but we've made it work for us with some help from an outside developer.
- Shows the Sales pipeline, which is important to know what has closed and what is expected to close…or what was lost.
- Allows us to manage clients by setting activities for follow-ups or to copy emails directly to Salesforce from email. This way we know what communication is happening with clients.
- We're able to use Cases for the support side and allows our support members to communicate with the development team around issues that need resolving from a technical standpoint.
- We use it for project management to track projects in the pipeline. We have reports that show where the project is at in the process, and other reports to show what is forecasted or have been completed.
- We're a small team without a dedicated Salesforce admin. We try to get by where we can but Salesforce is truly a developers tool. The front end is great and easy to use, but the back end can be confusing if you don't know what you're doing.
- I believe more guided tutorials to help set up new fields or features would be nice. Meaning, you don't need to have a developer to build Salesforce the way you want or need it to work.
- Because Salesforce is so large, there are many ways to do things. Simplifying this would be helpful so it's more straightforward for basic users.
July 31, 2021
Diamond Necklace, Sparkly and Sophisticated
We have thousands of clients over various industry and need to analyze the sales funnel to assess ROI as well as to maintain control over client data. We are dedicated to becoming more organized about sales enablement processes and that is a newer mission as a medical company
- sell more intelligently
- amalgamate client data
- synch data with email
- plays well with 3rd party solutions
- help pages a bit janky
- limited customization
- big Benjamins involved in this sln!!
July 30, 2021
Salesforce.com - Still the #1 CRM in the World
Salesforce.com is used primarily by our Business Development and Account Teams. Our Salesforce.com instance has been highly customized to meet our business requirements and objectives. For Business Development and Sales, we are actively managing and tracking Leads, Contacts and new business Opportunity record types. The Account team is solely focused on growing organic business, and tracking those opportunities within Salesforce.com. Aside from managing different record types, our teams use the dashboard functionality for reporting up to executive leadership on how we are performing against our goals.
- Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
- Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
- Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
- If a user creates a record and that user is no longer active, you are unable to make changes to that record unless an admin changes the record owner.
- Duplicate and Matching rules should be automatically activated when implementing the CRM to ensure data integrity.
- Salesforce.com is an extremely complex platform, and if not implemented properly, can create issues down the road when businesses grow and change. This is not a functionality issue, but I believe that Salesforce.com should consult with all clients on what business units they need and optimize the system for scaling as the organization grows.
July 24, 2021
Salesforce needs to improve user friendliness
[Salesforce.com] is used as the CRM to track leads and close deals. Account executives use it to qualify leads, input customer data, move them through the sales pipeline and to close opportunities. It is also used to see at a glance how an account exec is performing at particular accounts, regions, comparisons to other reps, etc. Management frequently utilizes the reporting and analytics that it offers.
- Reporting. The reporting functions are valuable to see how particular accounts have done over time, to see how reps are tracking to goal, and to see how reps compare to other reps in the organization.
- Analytics. There are a variety of tools that management can use to determine how individual reps are performing and how the entire sales organization is tracking to goal, and how that compares to previous years.
- Customization. Field can be customized to help an organization create a CRM that is tailored to their particular industry and company.
- Error messages. When there is an error message it is no help at all to the typical user. It is a string of letters and numbers, often a paragraph, and there is no way to decipher this without going to the SalesForce experts on staff. This can be extremely frustrating as you made adjustments but still get the same error message.
- Too many clicks. When closing out an opportunity there are often several different fields and a few different locations where you have to fill out fields and information, making it easy to miss steps along the way.
- Lack of instruction or help items. Since there are so many places to make a misstep, it would be very useful to have some kind of help message pop up, indicating what else needs to be done.