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
View PricingOverview
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…
Recent Reviews
How Salesforce Sales Cloud Differs From Its Competitors
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (242)8.686%
- Opportunity management (236)8.585%
- Customizable reports (234)8.282%
- Workflow management (233)7.979%
Reviewer Pros & Cons
Video Reviews
4 videos
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
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
Features
Return to navigation
Product Details
- About
- Integrations
- Competitors
- Tech Details
- 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
- 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
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).
Comparisons
Compare with
Reviews and Ratings
(3224)Attribute Ratings
Reviews
(1-25 of 374)Companies can't remove reviews or game the system. Here's why
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past customers. Our sales team have all the information they need to evaluate prospects and leads, to nurture them, convert them and ensure appropriate handover to customer success. Other stakeholders in the company such as executives, finance, marketing and product benefit from the unified data.
- Highly customisable application that organisations can tailor for their use cases.
- Good integrations and powerful features for getting data on from other data sources, transforming the data and integrating it.
- Stable, reliable, mature platform that promises consistent performance.
- The learning curve to use Salesforce Sales Cloud is very steep.
- It is a complex app that will request the assistance of external consultants to ensure it is set up correctly.
- Pricing is expensive.
Our sales team has been using Salesforce Sales Cloud for a while and it helps to organize all the sales deals, prospective clients, and client pipelines under one umbrella. The team members have been working in silo and the sync happened between the members during the standup calls and other sync-up calls before using Sales Cloud. This caused a delay in the sales processes, but now everyone is synced up automatically through the dashboard provided by Sales Cloud.
- Holds contacts of all the customers, prospective clients and others and helps in organizing group emails.
- It holds the history of purchases of all the clients, so no separate document maintenance is needed.
- The daily alerts that have been setup reminds about the upcoming calls and processes
- Sales cloud provides the sales forecast data but could be better if it has good charting functionalities.
- Email templates are missing some fonts.
- If Sales Cloud integrate LinkedIn data about the customers, that would be great.
March 29, 2024
Love this solution!
Score 8 out of 10
Vetted Review
Verified User
We needed to be able to track, in a hybrid work environment, new sales, prospects, former clients, with more enhanced metrics. Sales Force Sales Cloud helps us do that, even when our Sales Reps are traveling, in office, working from home, etc. No one is stepping on each other's toes any longer.
- Great technology
- Excellent mobile app
- great reporting!
- The two factor authentication can be complicated
- So many modules can be overwhelming
- Sometimes there are too many fields within a page.
March 29, 2024
Maximize Sales Productivity with Salesforce Sales Cloud
We use Salesforce Sales Cloud for our daily pipeline leads and opportunities management. Our sales teams are able to track their relationships through activity tracking and prioritization through standard features. Management are able to see an overview of how the sales teams are pursuing leads. Through personalized team dashboards and scheduled reports managers are constantly informed on progress or areas of improvement. All processes in the pipelines are automated through in-house automation tools, from approvals to auto-creating records based on user inputs. It's an easy platform to use once you get to know it and even better if you have an administrator on staff. There are multiple Salesforce consultants to partner up with for the development of the platform to suit specific business needs. The Salesforce support teams are awesome and helpful and there are multiple help articles online to assist with your customization of the platform.
- user access control
- customization of the platform
- integrations
- automation
- more detailed error messages
- updated help articles that doesn't refer to classic anymore
March 28, 2024
Salesforce Sales Cloud is a Platform You Need
We use this to manage relationships with customers and potential clients. It can sometimes take a while to get a client. This allows us to manage the relationship with clients as we develop the business. It also allows us to manage the return customer relationship and to stay in touch with potential return clients.
- Keeping clients information centralized.
- Reminding potential clients contact
- Passing between several different members of our team
- Very comprehensive platform
We use Salesforce Sales Cloud as a CRM for our Customer-facing teams (Sales and Customer Success). Salesforce Sales Cloud is used to track leads, opportunities and current customers at every stage of the funnel. It allows our Sales org to better identify which opportunities have the highest chance for conversion and to more accurately monitor sales pipeline. We also use it as a core tool in our top of funnel lead outreach strategy, creating workflows to distribute leads to BDR's (Business Development Representative) for email and phone prospecting.
- Track progress of leads and opportunities
- Optimize the top of funnel outreach of our front-line BDR team
- Help forecast and track pipeline for Sales leadership
- Creating workflows/cadences is not super intuitive
- Not sure there are not many things I (or our team) are dissatisfied with
We use Salesforce Sales Cloud for our CRM and customer relationship management; all of our hand raisers and marketing leads go into Salesforce and are tracked through the entire cycle. We share access with Sales and commercial teams - it helps allow full visibility within the entire commercial part of our wider global business, in all markets, to see what's going on with every single potential prospect or existing client in the database. It shows all email marketing and sales engagement touchpoints, and it helps us to report on all of the quality of our leads, so we can then better inform our marketing lead scoring model in the rest of our tech stack. Salesforce Sales Cloud also connects to all of our other sales and martech stack to allow for seamless integration and reporting across the entire customer experience and funnel. Our B2B business really appreciates having this full funnel visibility at all times, so all teams can tap in and understand the wider company.
- Connects sales and marketing
- Shows a view of the customer journey touchpoints
- Allows for better lead reporting
- Helpful dashboards
- Integrates well with other tech stack
- More marketing touchpoints tracked
- Allow for tracking of multitouch attribution
- Less complicated dashboards
- More straightforward training
March 27, 2024
Salesforce Sales Cloud still rocks!
Salesforce Sales Cloud is used to support the entire sales cycle from lead capture to conversion and opportunity management. All done with chat tools, calendar and tasks integration, chat and internal collaboration, email and WhatsApp API. In addition, it includes sales tools such as quote offers, sales quotas, forecasts, etc. It also includes AI for sales.
- Lead management
- Opportunity management
- Quotes
- Quotas and forecasts
- Pricey
- Degraded flexibility pushes to more dependence in partners
March 27, 2024
Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
I used Salesforce Sales Cloud on both the Customer Success and sales sides. On the CS side, we used it to review sales notes and timelines, add tasks for onboarding and post-OB follow-ups, and note any big changes to the account, conversations, etc. On the Sales side, we used it to post information such as software they are coming from, others they are evaluating, what they like/dislike about our product, what are the main drivers for switching, their proposed ARR, any discounts that might be applied, and any referrals (who they were referred from, who they have referred).
- Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
- Logging activities: It's easy to post a call, text, email, etc.
- API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
- Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
- It's robust: it's not an out-of-the-box solution. It can be, but you won't get the level of detail that is useful to most orgs unless you have an SF developer or someone who can figure it out.
- Because it's a behemoth, Salesforce is slow to modernize. Some aspects are visually old, but that's expected when you're as big as Salesforce. It can make some workflows a bit cumbersome, but not enough to impede productivity.
- As a standard user, you need some training or a good chunk of time to figure out how to customize views and other things to your liking. Once you 'get it,' creating custom views is a breeze, but it's not intuitive.
- Their Help Center is massive, with loads of helpful information, making it challenging to find precisely what you're looking for. Sometimes, four articles answer your one question. Sometimes, you're lucky enough to find the answer you want in a single article you found right away.
We were looking at using Salesforce to speed up work flows and assist in the efficiency of information handling between departments. Saleforce as a CRM allowed us to explore and see what a data lifecycle would look like using Sales Cloud in an education environment. The use case was looking at the student information data flow from an interested parent, through to enrollment and beyond.
- Highly customisable
- Best in class system
- Access to support
- Highly customisable, so you need consultants to assist
- Expensive
- Support turn around time
March 26, 2024
Salesforce- Helping Sales Originators Do Their Thing!
I am a mortgage broker and we utilize Salesforce as a loan origination tool. Now, I've seen various different iterations of salesforce being used and I am familiar with its ability to adapt to a certain business need so it wasn't a big surprise when we were able to do exactly what we needed it to do for our clients. From detailed notes, to a follow up system, a contact management, an automation marketing tool, all these pieces were addressed through Salesforce.
- Personalized Fields
- Accessible to multiple users
- Easy to use
- Developer may have too many fields in play, so if you don't have somebody who is new to it, they may be overwhelmed.
- Although I do not pay for it, my company does the cost is high.
- Customizable fields cannot be changed per user
March 26, 2024
Salesforce
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline management. Leveraging the power of the cloud, Salesforce Sales Cloud streamlines our sales processes, providing a centralized platform for customer data management, lead tracking, and opportunity nurturing. Scoped across prospecting to post-sale support, it drives revenue growth and enhances customer satisfaction.
- providing a centralized platform for customer data management
- scope from prospecting and lead generation to closing deals and post-sale customer support
- Better collaboration between sales teams and other departments
We use Salesforce Sales Cloud as our 'one source of truth' for most things related to our customers. We use it for more than just the CRM capabilities, having built custom objects and Flows that enable us to use Salesforce to process jobs all the way from a Lead through Opportunity and then to the point where the finished items are dispatched to the customer. The ease of customisation and automation means we use it as extensively as we can.
- Customisation
- Automation
- User Interface
- Reporting
- Lightning version sometimes misses Classic functionality
- Some error messages/handling is not especially helpful
We are a Salesforce partner. We have implemented Sales Cloud for numerous organizations. The business flow that is typically required is: web to lead or email to lead. After the lead is created then lead status is tracked and update in Salesforce. Once the lead shows interest, it is converted and an account, contact and opportunity are created. In the opportunity products are added, and quotes are created from Salesforce. The stages of Opportunity are updated by Sales persons. Salesforce is also used to track activities like tasks and events on the opportunities.
Management has access to reports related to Opportunity and leads.
This is a basic Sales cloud flow which is then customized based on business needs.
Management has access to reports related to Opportunity and leads.
This is a basic Sales cloud flow which is then customized based on business needs.
- Management and customization of opportunity pipeline
- Automation based on client needs
- Lead management
- Management of events and meetings
- Keeping track of historical customers and opportunities
- Enterprise edition can be pricey for small businesses
- Professional edition and Group edition have limited ability to customize the functionality
- Hiring Salesforce consultants can be expensive for small businesses
During my tenure at Yalo I used Salesforce Sales Cloud on a daily basis both as a sales rep and as a sales manager for the region. I used it to track and organize all my sales process with my prospects and clients in the Andean region.
- MUlti function
- Highly customizable
- IA once available helps you automate much of the process
- Very difficult to set up and customize
- Not intuitive usually needs hundreds of hours of training and dedication
- Cost is high, and the more you use the more it costs
March 25, 2024
The best in class CRM solution
I use Salesforce Sales Cloud (SFDC) to manage all sales routine. Accounts, Opportunities, Contacts, Leads, Quotes and Partners. I have been working for the last 9 years in software companies and all of them (AppDynamics, Cisco, Harness and Zscaler) use and recommended SFDC. The level of integration and volume of data processes is incredible and new features evolving AI will bring more value to the solution and make sales and marketing teams life easier.
- Opportunity Management
- Account Management
- Integrations w/ 3rd party solutions
- Dashboards
- Reports
As a sales pipeline CRM, we create activity for each account and contact and deals and revenue, including revenue details.
- Contact Management.
- Activity Management - Call and Meeting.
- Revenue Report locally, and globally.
- Exporting report.
- The interface.
- The automation of task.
- Premium feature as call VOIP and can be recorded.
March 25, 2024
Great product that keeps getting better
I use Salesforce Sales Cloud to primarily address three use cases: Opportunity Management, Account Management, and Pipeline Visibility
Account Management: We have a diverse customer base, including individual users, small businesses, and large enterprises. Sales Cloud enables us to manage customer accounts effectively, ensuring that each account receives appropriate attention and support. A lot of this is managed by our RevOps team, but the the whole Sales team benefits from this.
Opportunity Management: I have a custom view that I open each morning (it's a pinned tab actually) that I access multiple times a day. it's my one source of truth that I go back to constantly. I would be lost without.
Pipeline Visibility: I have used the Forecast tab in the past to great effectiveness. It has enabled me to be incredibly accurate with my forecasting.
Account Management: We have a diverse customer base, including individual users, small businesses, and large enterprises. Sales Cloud enables us to manage customer accounts effectively, ensuring that each account receives appropriate attention and support. A lot of this is managed by our RevOps team, but the the whole Sales team benefits from this.
Opportunity Management: I have a custom view that I open each morning (it's a pinned tab actually) that I access multiple times a day. it's my one source of truth that I go back to constantly. I would be lost without.
Pipeline Visibility: I have used the Forecast tab in the past to great effectiveness. It has enabled me to be incredibly accurate with my forecasting.
- All fields are extremely clear
- The layout is intuitive
- Things just make sense as I am running down the page
- I'd like reporting to be a little bit more intuitive
- Mobile App, Mobile App, Mobile App!
March 24, 2024
Salesforce Sales Cloud for the win
Logging activity, looking up company information, quoting and submitting orders.
- Logging calls
- Easy mobile access
- Finding contact info
- Customizing / rearranging mobile view
- Only complaint
- No other complaints
March 23, 2024
Sales Cloud is one of those tools that's easy to use and becomes a required part of the business.
Our use of Salesforce Sales Cloud is for tracking clients and potential clients, including information attached to said individuals. It does what is expected, and the information is presented in an easily consumable fashion. The reminders and overall database structure make it a good tool for staying on top of business conditions.
- Reminders
- Tracking clients.
- Visualizing where the state of the client-acquisition part of the business is going.
- Sometimes the syncing is less than optimal.
- I wish I could control the whole thing with my phone, but I'm unsure of any advanced CRM platform with that functionality.
- I sometimes come across duplicate records.
March 23, 2024
Streamling Sales Success
Salesforce Sales Cloud serves as a versatile tool for our organization, aiding us in multiple facets such as customer data management, lead tracking, analytics, and reporting. Its comprehensive capabilities have been instrumental in attaining our objectives and efficiently handling data management tasks, significantly contributing to our success. It helped us to achieve our goals and saved our time.
- Data Management
- Reporting
- Analysis
- User Interface
- Offline Functions
Salesforce helps us manage all of our customer's data in one place, such as leads, accounts, and opportunities. This data can be helpful during personalized marketing campaigns for targeted audiences. The email integration feature is handy for communicating with customers directly from the sales platform. It offers a free trial, which is good because you can try it before buying.
- Sales cloud allows to customize the platform to fulfill their users' evolving needs as the customer's business grows.
- Users can easily streamline their workflows and get extra time to focus on making strategy.
- Customer relationship management feature is very helpful to understand customers behaviour.
- Learning curve for newcomers.
- Integrating with other tools may not always work smoothly and require extra time and effort.
- The data storage limit is low.
- Lack of continuous improvement of the platform.
March 21, 2024
Salesforce Sales Cloud review
Salesforce Sales Cloud was helpful for our business when we used it in the past. It was helpful to manage and operate sales funnels to better improve our business operation and flow of customers/patients. Salesforce Sales Cloud was user friendly and useful for many different situations for our business.
- User friendly
- Manage multiple sales funnels
- works with small businesses
- Costly
- Hard to manage multiple users
March 20, 2024
About 90% of what you need is in Salesforce! No need for many programs to run your business!
Oddly enough, we're using Salesforce Sales Cloud for our post-purchase records, and it is definitely working great! It was the last piece that we needed to complete the business plan, though we know that we can also use Salesforce Sales Cloud with its other features! It's best paired with integration with other apps that we use, and it is very flexible with developers, so you can make the most of it!
- Records Leads.
- Opportunity Creation.
- Lead Conversion.
- API Integration.
- Developers can do a lot of things in it!
- It would be awesome if Sales Cloud could provide learning materials and developer-like materials so that we can maximize and expand more of what we can accomplish right now.
- API Integration is very reliable, but it would be nice to have integrations setup easily.
- Errors aren't easy to fix, and there are no instructions on how to fix them. It would be a big help if we could easily fix them!
March 20, 2024
Salesforce Sales Cloud Review.
We use the SF Sales Cloud to keep track of leads/customers and manage pipelines. We are a start, and hence, we are generating a lot of leads from various sources. I import leads and customers and log our conversations to SF so that we can keep track of the conversation. When I have to do an email campaign, I can easily export a list of contacts with different filters. Another primary use is to keep track of the pipeline, and I report to the CEO monthly on the pipeline summaries. We also use it to store critical documents on the account level, such as CDA, MSA, SOW, etc.
- User interface.
- Log email as I send them from Outlook.
- Customization
- I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
- It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
- It seems I cannot create a report to pull notes logged at the account levels.