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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
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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

(126-150 of 374)
Companies can't remove reviews or game the system. Here's why
April 28, 2021

Salesforce.com Review

Kennedy Lunga | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Salesforce is being used in Organisation through Members joining TrealHead and competing against each other to learn how to work with each other to reach targets and sales profit as it helps each individual to know what they good at and what they find interesting and skills used to be the best at their work.
  • Lot of Modules to learn
  • User friendly
  • Easy to use
  • Help button when doing task in assignments
Let's say you have a sales team and you want your consultants to reach daily targets, with Salesforce they will be assigned with Task that will monitor every step of progress each consultant is doing on the salesforce platforms. , it helps with Team Building and makes Organisations maximize their profit as Salesforce makes it efficient and time-saving when integrating data from customer data to a system for sales leads to potential long-lasting clients.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our marketing team utilized SalesForce, in conjunction with the Sales Team to track our leads and determine our hot targets for marketing purposes. Together, our teams comprise approximately 25 individuals who all access the software on a daily basis. We often consulted the SalesForce contact lists for not only name and contact info but also truly appreciated the level of detailed notes it allowed, so that we could document real-time notes regarding each lead — where they came from, what their interests and pain points were, and best practice next steps.
  • Tracks hot/cold lead targets
  • Provides [the] ability to document detailed notes regarding engagement
  • Allows for multi-person team communication
  • Better integration with other automated software, including Mailchimp
  • Ability to send emails and create landing pages, similar to Hubspot
SalesForce works well for teams that need a simple application to track leads. It also has a nicely designed mobile app for use on the go by our Sales Team. However, as previously noted, it is not a one-stop-shop like other CRMs out there, so consider if you want to utilize more than a single software application before purchasing.
April 27, 2021

One stop CRM

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We have been using Salesforce.com as a CRM for the past 5 years. It allows us to easily connect with our customers and manage our database of leads. Our team can easily communicate next steps with each prospect as they move through the workflow.
  • Data management
  • Reporting
  • Email marketing
  • Chat feature
Salesforce.com is a one-stop-shop for your CRM needs. The program can be a bit overwhelming as there are many areas in which they provide service. If you are a smaller business looking for room to grow, this is a great resource.
Score 3 out of 10
Vetted Review
Verified User
Incentivized
We are currently using Salesforce.com, although not well, to track seller and buyer needs of a product we broker. We have one account that is tied to the owners' email which helps feed in the data and our VA at times logs in to help. We are trying to have it solve tracking so we don't miss opportunities and looking for ways to streamline processes.
  • Contact Management: you can keep detailed notes on contacts, follow up info, and other relevant details you want searchable
  • You can see the relationship between a person and the companies which can help if someone leaves a company all that knowledge and project work that you might have done with that one person can still be tracked back to the company to then move on to the next person in that role.
  • You can track deals and deal flow and move things along.
  • It is just so overwhelming. I think having a salesforce light would be advisable. I haven't even scratched the surface of the abilities but I find it overwhelming so I just don't even use it that much.
  • The amount of data and options seems great but when it comes down to actually using it, because it is so much it feels cumbersome. Having a lighter version or something that seems more visually pleasing and very easy would be nice.
  • I really find it so overwhelming that I am on the fence of keeping it. I can conceptualize the reasons for using it and its cost but when it comes to actual usage I fail to implement. I also wish the there was a light version where we can also add in other users but not at the cost level it is currently at.
If you want complete work flow and customer relationship management this is an amazing tool. It is a great tool regardless. But it isn't great if you don't use it. For some this could be overkill. I'm finding adaption to this very hard and it seems to hold me back from fully wanting to discover all its functions.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce.com for CRM and opportunity management. It helps us keep track of customer data. It also helps us to keep track of customer agreement changes. Our leaders and operational employees receive submitted changes and respond with approval. If it gets rejected, we use SF to update the agreement to get it approved.
  • Well organized
  • Easy to use
  • Enhances productivity and communication
  • Sometimes too complex
  • Systems could be simplified
  • Sometimes too many options
Salesforce.com is a pretty amazing tool. I have used it for about 10 years for multiple different organizations. Each organization has had it customized to their specific needs. Because of that experience, I think it can be used at organizations of any size and most functions. It's a great crm system.
Sebastian Pereira | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used as a Sales tool to manage leads, opportunities, contracts. We don't use it too much as a CRM tool, at least to the extent we should. We integrate with DocuSign to manage contracts inside the Account and Contract objects.
We also use the "platform" part to develop a billing solution that integrates with QuickBooks.
  • Customization
  • Reporting
  • Integration
  • When you use custom objects, it can get really slow.
  • Reporting is great, but rely on Report Types and you can work with up to 3 objects at the same time.
  • Customer Support could be better for the cost of the license in the Professional Tier.
I think that maybe it is too much for a small organization, where the cost can be a problem. But is really flexible through its API, so a balance needs to be made when weighing pros and cons.
Also, if you are thinking of extending the capabilities like us using its platform, be aware that Salesforce developers are not easy to find, and they are very costly. Consider an alternative or think about extending it outside the system.
It is well suited for mid to big companies that need to manage a sales team, territories, permissions at data level, etc. It is very configurable but can have a steep learning curve for some people, and it is very recommendable to have at least one team member certified in Salesforce Administration.
Micah Platt | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use for everything. Tracking customers, marketing efforts, goals, opportunities and communication. It is our source of truth for the entire sales process. The mobile app is great for quick check in and give ability to make real time updates. We moved everyone to Lightening and it was a shift but a good one. Really enjoy it!
  • Keeps all the information at your fingertips
  • Quickly find other contacts
  • Track all marketing efforts at the contact and account level.
  • No system is perfect. Some permissions or getting through required screens takes practice
  • Nesting of tabs can be clunky.
  • Like the SSO, but sometimes with multiple tabs open I'm logged out.
Don't use a knock off version. SalesForce is where it's at. They continue to add functionality and I really like having all our other tools that can integrate. Other tools such as Outreach, Sales Nav, Zoom Info, and Demandbase. Gives visibility to all leadership from a quick click. It's the best I've used.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce.com has been used as a sales pipeline tool for our company, and we use Service, Community, and Marketing Clouds of Salesforce offerings for other automation. Finance uses it for gatekeeper approval of contract generation and for client customer management. This allows finance and sales to have one place to manage approval processes.
  • Integration with external applications and its AppExchange Marketplace
  • Automation and process builders
  • Pipeline management
  • Service chatbot automation
  • Marketing automation
  • There are a lot of ideas which are quite basic in the nature of the request but take years for them to implement
  • Relationship report flexibility
  • Faster loading speeds of Lightning pages.
It's great if you have a uniform, standardized process where you wouldn't need to customize a lot and use out-of-the-box functionality. If you do have complex processes, there will be a need for customization and making sure they are well optimized to not hit the governor limits. It's less appropriate if you are looking for a lower-cost solution, as it's a premium subscription app.
Score 1 out of 10
Vetted Review
Verified User
Salesforce.com is being used by our Sales and Marketing teams as well as our Tech Support Team. Our Sales Team uses it to log emails, referral, and calls, and to create and track sales opportunities. Our Marketing Team has integrated Salesforce with our website to collect leads from submitted webforms and to alert the sales team about these leads by email when they come in. Marketing and sales also run a number of reports to target prospects and existing customers in specific regions and verticals. Our tech Support uses it to log cases and time to resolution.
  • Salesforce works in the cloud
  • Salesforce is flexible to meet your needs provided you spend the time and money to get it to do what you want.
  • Salesforce integrates with Pardot and other Marketing automation platforms
  • Salesforce is way, way, way too expensive!
  • Salesforce customer support is horrible. Imagine trying to get support from a used car salesman. You get the idea. And your salesforce rep seems to change every 3 months.
  • Some basic reports to help sales and very difficult to generate, especially when you want a report that includes contacts and leads in one report
  • Salesforce takes way too much time and effort to administer, troubleshoot and use. Other software like Google Sheets, Google Slides, and Google Drive are so much easier by comparison. I would like to see Google get into the CRM business so we would have a better option than Salesforce.com
I can't think of a scenario where Salesforce is well suited. I guess to be fair, it's kind of like an expensive old car that breaks down all the time and costs a lot to fix. In fairness, it will get you where you need to go, but it's just too expensive and clunky to use.
John Hornof | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
I attempted to sign up with Salesforce.com in mid-December. They charged me right away, but after two weeks of back and forth and not being able to sign in on the links they provided me, I tried calling them. They have the worst customer service I have dealt with in recent years. I spent over two hours on the phone with their team on my first call attempt (total of 3). The first person I spoke with could not speak English very well and had a hard time understanding what it was I needed assistance with. Therefore, could not resolve my issue. He hung up on me out of frustration. The second person I spoke with was a little better to understand, but not by much. While she understood me, her customer service was lacking, and she did not fix the issue. The issue being that going on three weeks, I still could not access what I paid for. After the links she sent me still did not work, I called them one last time and canceled the services I had originally ordered/purchased. It was nearing a month and I was about to be charged by them again for services I never received to begin with. When I had called customer service, yet again, I told them to just cancel my account. The male representative just kind of laughed and said, "Good luck, since you signed a one-year contract." Needless to say, I had to call my bank and request a new card number because they are still trying to charge me. This is the worst service from any marketing professional I have ever dealt with, and I have tried several. They are extremely lacking in service and steal from consumers. DO NOT TRUST THEM!
  • I do not know of any cause I was never able to log in to my portal.
  • N/A
  • N/A
  • Their customer service is very lacking.
  • Their phone systems will have you waiting on hold for long period of time.
  • They do not give me the services I paid for.
I will not recommend them to anyone that I know.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce.com in our sales and marketing team and it is being used in the entire organization among the reps. It is the best tool for managing client Database.
  • Client Database Management
  • Interactive reports and dashboards
  • Five 9 and Outreach support
  • Salesforce lightning is not as quick as classic.
  • It could great if Salesforce makes usage in good graphics
  • More charts can be added in Dashboard section of SFDC
It is the best CRM Tool in the market.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We currently use Salesforce as our donor management software, and we use it to track not only donations but event attendance and updated contacted information for our alumni community. Every person at our organization has access to Salesforce as our main database for tracking information about our participants and alumni. Salesforce allows us to look up all of the information we would need on a member of our community.
  • Lots of options and flexibility for customization to suit your organization's individual needs. This is great because the system can work for both large or small organizations with a variety of goals and methods of tracking data.
  • The system is well organized and easy to use if you are willing to dedicate the time to understand it and learn how it works, it makes intuitive sense. This is helpful and a strength when training new staff members on Salesforce.
  • Good customer service + ticketing assistance. The system is great because whenever I have encountered issues - mostly having to do with questions about how to use the software itself - I have received help in a timely fashion and it has always been helpful.
  • Salesforce could use some room to improve its reporting system. I find this system is difficult to use and confusing, as some reports that seem to have the same criteria yield different results once the report is run. This is also a part of the system that most staff I train Salesforce to find very confusing and hard to use.
  • Could be overhauled. Salesforce looks okay to use, but I feel that it doesn't have an up-to-date design, at least in the version that we use at our organization. With so many other products constantly updating their tool, it makes Salesforce feel slightly outdated.
  • Can be hard to use or intimidating for a newcomer - I get this feedback a lot from staff I train in Salesforce. They have an extensive FAQ/how to use section on their website, but some of the functionality is genuinely non-intuitive and even though I have been using the system for two years, I still run into questions where I have no idea how to customize something or add new information to the database.
I think Salesforce is very appropriate for tracking your customers or contacts, or in our case donors. I do not have personal experience using any of Salesforce's competitors, as every organization I have ever worked at uses Salesforce. This speaks to the universality of the system, and one of the benefits of Salesforce is how widely it is used and you are not learning some niche system that is only incorporated at one or two organizations. I would say that any company that has customers, or donors, or a group of people that they interact regularly with and needs to track information about, would benefit from using Salesforce to track these people and metrics. The customization of Salesforce lends itself easily to a variety of uses. I would say that Salesforce might not be necessary for a smaller organization where you don't need to track much information about the people you work with.
September 18, 2020

Wonderfully Easy to Use

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is used as our prospective student management tool. As well as managing current students. It allows us to manage different student's interest levels, schedule admissions appointments, as well as distribute new student leads. We also use this to enter PDRs "personally developed relationships" with students. This tool is used by all admissions and links with another student management tool used by our admin team
  • Manage New Leads
  • Distribute leads across team members
  • Populate leads to work
  • Ease of use when needing new leads
  • More interest level platform
  • Getting rid of non interested leads automatically after number of times worked
This platform is well suited for our application (managing new student info) as well as distribution of leads. Ease of use in the area of assigning leads as well as scheduling appointments is very attractive. Areas where it is less appropriate I'm really unaware of due to the fact that this software works perfectly for what we needed
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce CMS everyday to keep track of prospective students and applicants outreach. The entire department uses Salesforce. However, I'd say the majority of the entire organization uses it as well for slightly different reasons. It helps my team and I with performance as well to keep tabs on our metrics in order to drive recruitment.
  • Easy to Use
  • Maximizes Outreach
  • Effective tracking purposes
  • User-friendly report creation
  • More training on report creation
  • Ability to personalize prospect and application pages so that fields can be customized to individual preference
Salesforce CMS is well suited for checking in with clients, guests, and overall prospects. It allows you to properly enter contact information so that you can stay connected throughout long periods of time. I would definitely recommend Salesforce CMS to anyone that has a large pool of folks to reach out to in order to stay on track with your customers.
July 19, 2020

Salesforce Review

Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce linked to our online application where information is taken from the website and stored in salesforce. Used by almost all departments across the organization. Sales uses it for the opportunity function to track communication and the progress of the application while other teams work on the same application. sales managers track sales performance through reports.
  • Create reports
  • Customizable
  • Clear tracking
  • Help tools
Very useful to log information in a single place. Information can vary in type from website links and phone numbers, to written descriptions and sales call notes. Appropriate for any sales org. Suited for tracking information, as you can lock fields, adding to accountability. Good for tracking metrics and generating reports.
Jeff Fralick | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used at our organization for contact database management, asset management, and for deal tracking from early pipeline through CPQ.

We have developed and utilize a CPQ system built upon the standard Salesforce quoting system, but with features custom developed to account for our unique billing structure.
  • Data Integrity
  • Base Simplicity of UI
  • Automation
  • Customization
  • Mapping / Visualization of Data - most Salesforce or even vendor based mapping is not good. We'd love to map a lot of data we use, but the available tools are slow or are completely overwhelmed by this task
  • Email Marketing - we'd like to have custom email blasts based upon records in salesforce, but the current ability of Salesforce/Pardot is limited to user generated, not system generated content (which we'd prefer)
  • Visualforce - could be simplified like much else in SF platform
I'd be likely to recommend Salesforce to anyone who has time or resources to develop the system to meet their needs - or to hire that out to another firm. Salesforce is a HUGE tool that comes as a blank slate. and not appropriate for any firm that cannot have a near full time support person or developer.

Stéfano Bellote | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
It's used only by some departments that are directly related to the customers. For example sales, account management, and customer service. The software mainly addresses managing these relations, helping the user control the account and managing visits, status, sales performance, tasks and objectives. It is also for servicing the customers, which can help manage calls, follow-up the visits, call rate and a range of other indicators which Salesforce can manage and present on the app to the user.
  • Sales area and customer profile mapping and management
  • Customizability, it can fit your company through your needs and your current functionalities
  • Heavy to load on the run, while on the field with not so fast internet connection
  • Too many options and features, it could hide what you don't have the need to add/use to make the interface cleaner
It's a great CRM for any company with lots of customer relations and a need for detailed account management, it can really help the daily work making important information easy to visualize and help planning scouting, customer visits, tasks, objectives, and pretty much meeting every need of your account. It lacks a more intuitive interface, easier to use and operate, and also lighter - while on the field with poor internet connection it's really hard to do things on the app. A offline operation which synced with online data when connection is available, for example, would fix most problems I had on my daily use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
While this is used as a current customer tracking solution, Salesforce is primarily used as a prospecting, tracking & active opportunity sales cycle tool. We leverage leads for prospecting. Contacts are added to Accounts once they become engaged with our products/services or take meetings. Then, we use the Opportunity to track all things around our sales methodology (MEDDPICC).
  • Task reminders - never forget a customer follow.
  • Reporting to see how meetings, pipeline, closed business, $$ all stack up!
  • The layout of the "Lightning" version is a little clunky... more clicks to see info on a single page.
  • The "Related" tab is annoying that you have to click on it in an Account view to get more details on related Opportunity or Contact info or Activity... it should be an easy scroll down to view all. Not a click everywhere, and have things load, and then only get a subset of what you looking for to then click in more & continue drilling in for more detail.
It is the best CRM on the market. If you do not think so, go try out Dynamics... you will race back to Salesforce. Salesforce is great for marketing, sales, finance, & support teams. It is the best place to have a single source of truth about your clients. Use this to discover, develop, support, & maintain your customer base!!
February 23, 2020

Great Product!

Score 6 out of 10
Vetted Review
Verified User
Incentivized
I use it to help reach out to more companies as well as more customers. With this tool, my job becomes much easier, and also I can get in contact with many more people. My business is also booming much better with this tool in place.
  • Connects me
  • Finds business
  • Pricey
  • Hard to use at times
I am in a business where I am always trying to gather new business from clients or even other companies. With this tool in place, I can do that with ease now, and it also has helped my business in general as a whole. It's not meant for everyone, but I recommend everyone try it
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used as a CRM to house all accounts, create opportunities when we are in touch with accounts, and also store all information about each of the businesses we are prospecting or are current customers. We use Salesforce mainly in our sales department but also cross-functionally with our finance teams.
  • Stores all data we have discovered about prospects.
  • Reach out is easily accessible.
  • The switch from Classic to Lightning is tough in a startup because not everyone is forced to switch and that causes confusion.
  • The filters to create your own CRM are not easy and we have to hire contractors to do that for us.
Although there are many things I would like Salesforce to do better, we wouldn't be able to function as a sales organization without it. It keeps us organized and compliant on the information we have. It also gives us access to prior information that past reps have used as well as the many integrations.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used by the whole organization, reduces the cost of sales, improves customer retention, better customer service, build more sustainable relationships, increases employee productivity, it is secure and well protected, freedom and flexibility to overall efficiency, and quickly meets business demands, with mobile access to our corporate data through mobile devices such as laptops, smartphones, and tablets
  • Build customized reports to analyze information organization wide.
  • Easily collaborate with the Team to share information securely and connect with employees across the organization effectively.
  • More available video based online training.
  • Navigating interface for simple tasks can get complicated.
Salesforce offers great analytics and reporting functions. It is a great tool to expand our overall productivity. We love using this software for tracking data, and I like that it provides accurate reports so we can make better decisions based on the reports we get. It is used across most of our organizations.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce for sales pipelines, account management, as well as tracking of our production teams progress. It allows us to have a centralized place that anyone in our org can go to find out the health of a given account.
  • Daily Task List
  • Easy reporting on user activity
  • There is a large number of clicks to get to certain features that feel like they could sometimes be simplified in the workflow.
Honestly, any company that manages multiple clients should consider Salesforce as a way to keep track of all things surrounding an account, from sales to order fulfillment.
Jake Tully | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
In my role as a salesperson/account manager, Salesforce.com was implemented in order to give our teams a CRM that was sorely needed, but also to help manage a rapid period of growth that the company was suddenly facing. As the lead account manager, using a trusted CRM put everyone on the same page and allowed us to work with much more accuracy.
  • It's great for a company's first CRM.
  • It's excellent for managing clients of all different sizes/needs.
  • It could be overly complex at times for relatively simple clients.
  • The technical support issues may be difficult to handle.
SalesForce has been incredibly helpful as a major, central platform for managing sales leads, managing overall accounts, and managing expansion within a company. When account managers and salespeople need to be speaking the same language about the particulars of clients, it's absolutely essential to use a CRM like SalesForce.com so that all parties are included. When dealing with many clients of different sizes and needs, this type of program could not be more helpful.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used across the whole organization with partners, customer, sales, and marketing. We use it to input our leads and opportunities. As well, making sure that pipeline data is put into a dashboard with each campaign being associated with a specific lead.
  • Organize data.
  • Showcase data visually that makes sense to a wide audience.
  • Allows for collaboration.
  • UI is a little old and clunky.
  • Needs a better knowledge base.
  • Mostly, the UI needs updating.
Salesforce is absolutely well suited for every organization that needs to organize all the information they have regarding their customers and leads.
November 18, 2019

The best CRM Platform

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce.com is used to manage leads data and agent tracking information to help understand our customers. We collect leads data through a number of programs, and then using our customized applications within Salesforce, we qualify leads into different categories based on the results from a needs analysis. With these findings, we make the recommendation of the services and products we match them with.
  • Account sharing among agents is a very good thing, no customer is left behind when their usual agent is not at work.
  • The default workflow is very easy to follow with the chevron design.
  • Access control and management are very user-friendly.
  • The new Lightning Experience is not as clear to use as Classic. Basic functions like logging in should not be a challenge. This can be changed without going back to classic.
  • The notes section on the leads could have the private checkbox on the same page as opposed to finding it in another menu.
  • The certification tutorials do not really show a clear carrier path. It seems all are relevant for the same certification but are they really?
Salesforce is well suited for a one-stop online and offline business solution for managing client relations and also selling products without face to face meetings. The use of Salesforce can meet all the needs of the business without the need for plugins and or other services external as Salesforce has really put great effort into making it full cloud solution for businesses.
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