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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

(151-175 of 374)
Companies can't remove reviews or game the system. Here's why
November 13, 2019

For the professional CRM

John Chavez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our company uses Salesforce.com for our CRM managers to track their performance around their clients. Salesforce.com tracks everything from the client information to the transactions that occur with each individual employee. We also use this as part of our HCM suite because it helps with our bonus structure. We also use the training portal for instructional designers.
  • Very easy to learn and operate
  • Easy to integrate with a variety of systems
  • Plenty of online training
  • It has so many features that although easy to learn does have a fairly steep curve.
Salesforce.com software excels in any organization that has multiple CRM that have a lot of clients. Salesforce.com software pools information very quickly from a variety of resources while at the same time keeping you up to date. Salesforce.com has plenty of notifications that will make sure that you can set your appointments with your clients without fail and even advise you on key points that you needed to discuss with them.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce.com within our organization as our CRM. We also utilize Salesforce.com as a store for our clients' information to enable us to better support and serve our customers and their billing needs. We utilize the reporting and storage capabilities to store our customers' information. The security features that SF offers are one of the key selling points and also being HIPAA compliant.
  • Great for client relationship management.
  • Lots of customization and can be custom tailored to your exact needs.
  • UI is well laid out and easy to use and understand.
  • Vast array of 3rd party integrations.
  • Technical support is not too great if you don't splurge on developer support.
  • When your contract ends constant hassling with sales increases.
  • Can tend to have performance issues and be slow to load.
Salesforce is great for any organization that's from mid to enterprise level. Salesforce is less appropriate for organizations that are in the SMB area since it can get expensive.
Christopher Frometa | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used by our sales department, billing department as well as the implementation team. In terms of how it's used I can only speak for how our sales team uses it. It's where all of our leads sit. Anywhere from potential client information to relevant data information used to help our conversations progress. We have spaces to enter data based on conversations and changing over leads to accounts once they become a client or are going through the process of potentially becoming one. It keeps us extremely organized. It's our centralized place to manage leads day in and day out.
  • Extremely user-friendly interface—easy to learn.
  • Very customizable: add fields that would be relevant to why you're using Salesforce in the first place.
  • Lead history that's logged and dated to refer back to on future conversations.
  • I wish it had an easier way to save data once writing it, could get done writing a paragraph and if you forgot to press save you would have to do it all over again
It is well suited in sales environments for sure. When going through sales you need somewhere to manage all of your leads. Besides just managing them and having tasks, it does a good job of having integrations not only to Talk Desk but other apps that help create contracts, call recordings, etc. The way it logs each step of the way in terms of status used to track leads makes it really easy to figure out hot and cold leads as well.
November 01, 2019

Salesforce is the best!

Score 7 out of 10
Vetted Review
Verified User
Incentivized
We're using Salesforce across several departments—sales, marketing, customer success, valuation team, etc. We are using it to store all of our customers data and to record interactions with customers.
  • Reporting
  • Pipeline management
  • Internal communication
  • Down time/slowness
Well suited for sales teams.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We started by using Salesforce in just a couple of departments independently. It worked so well that now we are expanding it to every aspect of the business and moving to a consolidated single instance model to reap the benefits of a single source of data and a platform that is consistent across the company.
  • Salesforce handles searches extremely well. Many users have described it as Google for all your work stuff. The trick is to get all of your data onto the platform, but once that is done the magic of its relational database becomes invaluable.
  • Development on the Salesforce platform is very painless and easy to implement. The learning curve is not steep and the coding requirements are minimal. Their motto is "clicks not code" and that becomes very evident once you start using it.
  • The adaptability of the platform to any business and any aspect of the business makes it a no-brainer if you can afford the licensing costs. Once you realize that its powers go beyond CRM then the sky is the limit, assuming you can afford the licensing. But the benefits far outweigh the costs.
  • Anyone will tell you that it's expensive, and that is true. However, like many things in life, there are things to go cheap on and things worth spending the money on. It really is the Cadillac of cloud platforms.
  • Salesforce keeps pushing their Lightning experience platform, and while it is faster it is also missing some of the features still only available in classic mode. They need to do a better job of addressing those missing features, as no customer should lose features when upgrading to a newer version of anything.
  • I wish they would hold Dreamforce in different cities. It's such a great conference but sometimes making it out to San Francisco is difficult at best.
Salesforce is well suited to be the main cloud platform in use by all aspects of a company, from sales to support. If you go all in and get rid of your legacy systems, and move all of your data to a single cloud platform, the transformation will do wonders for your company. On the other hand, if you only use it for one department or one aspect, you'll never really see what the platform can really do.
Siddique Chaudhry, CCSK | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce to allow our customers to create help support cases and have it act as our customer resource management (CRM). Salesforce is used to track potential customers, see the price point, all customer interactions, project timelines and much more. It is quite a versatile tool used to track our customer’s success.
  • Security cases are used to address customer security questions.
  • Customer account sales tracking - easy to monitor and improve our processes.
  • Support tickets - our main use, used to address customer problems.
  • Better search - it is quite difficult to find exactly what you’re looking for based on a simple search.
  • Faster load times - can be slow and glitchy at times.
  • More options for security cases - the unique options such as a drop-down box are not too flexible.
It is a great CRM tool that provides quick and efficient capabilities for customer success tracking. Salesforce is for organizations looking to implement a tool that can detect customer issues, security requests, project timelines, resource use, profile information for internal and external personnel, and much more. It is super flexible.
September 26, 2019

Excellent CRM tool

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used across the business and organization. We are growing our footprint of the usage everyday. The sales cloud is widely used. We also use the service cloud. It gives one place for the business directors and VPs to have a snapshot of the sales and opportunities and the growth of the business.
  • The reporting tools are easy to use and publish
  • The business can see all the accounts easily
  • The reps can easily use the platform and get paid based the business they bring in. It motivates them to do more business.
  • Survey on Salesforce can be free integration provided in the tool itself
  • Multi level picklist is a pain to maintain
I look at Salesforce from an integration developer perspective. We have multiple ways to use SOQL and at least 2 ways to insert and delete records. The bulk feature is easy to use and helps us upsert up to millions of records without hassle. It is hard to maintain accounts when there are multiple levels of them.
September 26, 2019

Salesforce is great!

Matthew Bernstein | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce has been a great resource for my organization. It is being used across the whole organization as a way to streamline and solidify our customer relationship management needs, making it extremely simple to track and monitor deals throughout the entire sales process. It is a great way to involve other departments, such as marketing and operations, on status updates on deals.
  • Customer profile management.
  • Ability to track pipeline and opportunity creation.
  • List views to see customers based on specific parameters.
  • List duplication and editing are sometimes difficult.
  • There are sometimes issues with dashboards and how information is displayed.
  • Exporting of documents sometimes does not translate to Excel, Word, etc.
Salesforce is best suited to be used by a sales organization that is looking to collaborate across multiple departments. For example, if a Sales Team is looking to involve marketing, operations, production, inventory, and customer support, consolidating all of the information in one place on Salesforce is a great way to keep everyone involved.
Parker O'Very | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is our primary CRM and system of record for sales and marketing. We use it to manage our prospect and customer relations, marketing campaigns, reporting, and more.
  • Customizability. It is built to cater to just about any CRM need.
  • Integrations. Everything integrates with Salesforce.
  • Robust. It's like the Hulk of CRMs.
  • Workflows. If you have too many workflows on the same object, it doesn't seem to be able to handle them all. Every now and then, some just don't work.
  • Complex. It is not an easy system to get going.
  • Partner solution. It is not a great PRM tool.
  • It's not built for ABM. They way the lead and contact and account objects work, it's just not great for ABM. There are certainly ways around it, but it is built on a lead-based marketing and sales mentality. In today's B2B world, this is archaic. The top-down strategy of ABM is just the way to go.
For CRM needs, Salesforce is just at the top of the charts. It's spendy, but it meets just about every need you can possibly have.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use SF across multiple departments, but not all. It's used at our central location for all of our customer and opportunity information - it's particularly useful for managing the communication about accounts between the Business Development team, Sales team, and the Customer Success team. Having a central location for it all is particularly useful because we are all spread between 4 different buildings in 3 countries.
  • A central location for all of our information.
  • Offers the ability to create and arrange dashboards to track metrics.
  • Offers the ability to run meaningful reports.
  • Loading times can be quite slow.
  • When I am trying to edit information, it often takes a while to load the edit screen and a long time to save it when I'm done editing.
  • There are a lot of cluttered views.
It is well suited for sharing information across multiple groups in multiple countries/continents. It would be better if there were easier ways to use the chat and commenting functions.
I can't really think of many scenarios where it is not appropriate, as there appears to be a lot of choices in terms of levels of functionality, so you could tailor it to different situations.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It's being used for our customer service data and helps us gather insights, send reports to the field, and categorize information.
  • We can create our own report pulls depending on the specific data we want, and filter them as needed.
  • We can create forms that are easily used by others to enter data into the system.
  • Access can have multiple layers and they are easy to set up.
  • Not everyone knows how to code with HTML, so this can be challenging depending on who's having to use it.
  • If a member forgets their password, it's not always easily retrievable.
  • Going back to edit data doesn't always get logged.
It's perfect for the call center taking down information. It's less appropriate to use for back and forth conversations.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Lightning is a great CRM tool with a user-friendly interface. It's being used by sales, sales ops, and marketing. We use it across the company to have good visibility of each opportunity. This helps management get good forecasting and make educated decisions. Regarding business problems, I think Salesforce Lightning can be overwhelming since there are so many tabs and integrations. Most of the time, it is time consuming to find the information needed.
  • User-friendly.
  • Streamlining and visibility.
  • Intuitive.
  • Overwhelming at times.
  • Hidden information.
  • Hard to fine-tune.
Salesforce Lightning is well suited for the typical sales process where you can track from scratch the first email/cold call to the very end of the process getting the PO. It is an easy way for management to see progress in each opportunity. Scenarios, where it's less suited, would be when relevant information is needed, as it is usually hard to find the right info and takes many different clicks to get to the info instead of having right from the main opportunity page.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is a unique interface that allows us to have finance, sales, supply chain, and strategy information in one click. It's very fast for us to track all the improvements done in sales, and we have a clear view of the forecasts and we can see all business opportunities in short, medium and long term.
  • Track sales opportunities.
  • Give complete information to Salesforce when they visit customers.
  • Allows finance to see the forecast of the year.
  • Still some problems in interface with SAP.
  • Missing approval steps for sensitive information.
  • Chatter is not as user friendly as other instant messengers.
Salesforce continues to surprise me with its ability and agility to combine different information in one user-friendly interface. Salesforce has helped when working with customers, as you can have all previous transactions, financial records, and customer data in one place. However, I wish Salesforce would send data back to our ERP and BI. It would be nice to have a way to record information on spending payments or missing invoices and transmit them directly to accounting for immediate reaction.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce App Cloud to help manage our sales metrics and keep track of individual deals, leads, and prospects.
  • Tracks deals and their stages.
  • Helps with travel expenses with the correct apps installed.
  • Helps store prospect numbers and emails.
  • Loading times are sometimes not ideal.
Very well suited to tracking deals and storing prospect information and contact history.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is currently being used by many departments and groups in our organization. In our specific group, we use it on a daily basis for sales operations purposes. It allows us to track data and sales results that we use for sales compensation reporting. This system is easy to use, and we link it to other systems at our organization as well.
  • Ease of use.
  • One place for data and sales reporting results.
  • It's used across multiple departments in the organization.
  • A lot of training is required for system enhancements.
  • Data reporting can be enhanced.
Salesforce is well suited for a small or large organization to support a complex sales team. It can be integrated with other systems, but sometimes implementation can be a little difficult without the right IT teams involved. It also allows for great visibility on all deals in the pipeline.
Josh Soucy | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Lightning is used as our CRM for our entire organization, gets daily use from everyone in sales, tracks revenue for our financial team and data for our operations and analytics teams. It allows all of our sales team to track progress on individual prospects and accounts. It's a record keeping machine that allows everyone to see what stage of the funnel each account is at while also tracking historical progress within accounts. It's good for identifying trends, both good and bad, and providing data that can alter the way we prospect in the future.
  • Tracks funnel progress with prospects
  • Records all historical activity within accounts and for prospects
  • Integrates really well with other platforms like LinkedIn Sales Navigator, Marketo, Zoom info, etc.
  • Some features can be redundant if not tailored correctly by the salesforce admin
  • Can sometimes be painful to close a deal quickly when too many fields are required to be filled out
  • Many integration points can also cause an increase in bugs
Salesforce Lightning is very well suited for B2B companies who engage in complex sales processes, have many sales people and need to track activity, and for companies that do high volume sales.

Salesforce Lightning is less appropriate for B2Bs who do limited transactions and whose transactions are mostly custom in nature.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Lightning Platform is being used across sales and marketing currently. We use it as our single source of truth for all prospect/account engagements. Any interactions had with clients or prospective clients will be logged in Salesforce Lightning Platform. The main business problem it addresses is allowing our sales force to stay aligned and organized as we scale.
  • Much more modern feel than it's predecessor.
  • Allows you to quickly update many contacts at a time.
  • Very robust reporting functionality.
  • It could be more clear in how to customize specific pieces of reports & dashboards.
  • So much functionality that goes unused due to not knowing it exists.
  • With so many options to customize, sometimes it just gets too "busy".
If you are scaling a sales organization quickly, Salesforce Lightning Platform is a must have. It's intuitive for the basics, it allows an org to stay on the same page, and provides the data needed to make decisions and close deals. Unless you're running a brick & mortar retail store, Salesforce is a good choice.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The Sales Team uses this to make sure we are best utilizing the resources we have within Salesforce. We use the options available to make sure that interactions with customers are recorded and easily accessible for future use. We also make sure to use this to seamlessly integrate our marketing and sales teams with all client efforts. I have used Salesforce in both of my most recent jobs and it has been a life saver for customer interaction and information logging. It is truly the most integrative CRM on the market.
  • Monitors and tracks customer interaction.
  • Allows easy access to customer records for all departments for a seamless transition.
  • Easy integration with all other apps and programs.
  • Easily customized which makes for a difficult transition from job to job—you may know Salesforce, but it will be different everywhere.
  • The bare-bones app is not as intuitive as a customized version.
Salesforce is particularly helpful in situations where different departments need to touch the same account for different steps along the sales process. It allows all information to pass seamlessly from department to department without need for revisiting the same conversations. Marketing and Sales can talk easily between each other and make sure leads are being serviced in the best way possible.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Currently, we have multiple projects (more than 3 digit number ) which are implementing Salesforce Lightning Solution across clients. It is being used in multiple industries such as Healthcare, finance, Banking, Public sector, Media , Telecom and Many. So we can say it is used across our Organization. Salesforce Lightning has solved problems like mobile compatibility, Robust and Strong framework residing on the cloud network. We have been able to solve customer issues from Bad user experience, slow page response and query calls. Salesforce Lightening is the strongest platform ever that is trending in the market currently.
  • Upgraded and faster User Interface
  • Lightning Provides users access to Einstein (Wave) Analytics reporting
  • New Features added to Inbuilt Salesforce Objects
  • Data.com Clean: Clean leads with company data is available only with Lightning
  • Users can’t schedule dashboards in Lightning Experience.
  • Folder sharing setup isn’t available in Lightning Experience.
  • The Service Console in Lightning Experience doesn’t yet have full parity with the Service Console in Salesforce Classic.
Scenario 1 - If the customer is looking for Responsive Mobile App with customization, Lightning Supports on Mobile really well whereas classic fails miserably. Scenario 2 - if the customer is looking for a fully customized Salesforce Solution and wants to use only Salesforce back end, Lightening provides a seamless experience.
Marisa J. Levy | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Lightning across the company, however, the Sales team uses it the most. I use it to communicate customer leads to our Sales team, and include the customer's note. This allows our Sales team to contact the potential lead with details like where they are hoping to build a house or perform a fix/flip project. Additionally, the Sales team can then provide information about how hot the lead is, or if the borrower is even qualified in the first place. It saves a lot of time having the information available to everyone.
  • User-friendly platform.
  • Great search functionality, can easily search by email, name, phone number, etc.
  • A great option to include comments and notify other users.
  • While it is user-friendly for the basics, it is trickier to figure out how to build out new categories.
  • It is tricky to configure pre-recorded voicemails.
  • The call dashboard could be more user-friendly.
The Salesforce Lightning platform is perfect for small & large businesses. It may not be as appropriate if there is a lot of talks that needs to happen between sales agents.
Carly Leigeber | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
This platform is a fantastic tool to hold all of the information I need to document about the high school students I work with. There are options for every piece of data + more! I can easily organize everything in a concise way and it's overall very easy to navigate.
  • There are graphs that are created based on my data.
  • The information I input is stored in an organized matter.
  • There are options for every piece of data I would like to input.
  • Expensive.
  • My dashboard is locked and I can't view it most times.
  • Nothing else!
It is very useful in a nonprofit setting when working with students.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce App Cloud is being used by my organization in all departments, from sales, marketing, customer service, and management. It addresses that overload of work and the number of students we have across the world. The only way to organize thousands of worldwide students is by using Salesforce App Cloud, which will enable you to store, organize, and look up any history in any folder you want. Even if you forgot the name of the student, the Salesforce App allows you to find your files through several components such as member ID, number, name, family name, country, type of student, etc. With such professionalism, the flow of work is easier and we can use time management in a more efficient way.
  • Time management, since you can search by name, address, number, location, member ID.
  • Fast, since you need fewer than 10 seconds to find the files you need, store them, and sort them out at any moment.
  • Reliable since you can store unlimited amounts of data, and it has a huge backup if something ever happened.
  • Some additional features could be added, such as voice recognition for searching.
  • When someone calls, let the correct folder open at the same moment.
The Salesforce App Cloud is best suited when you want a fast, reliable server that enables you to access any file, store any information, and go back to years of history to find what you need.
It is less appropriate when you want innovative features such as voice recognition and opening files automatically when someone calls.
Tiffany Tuft | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Lightning is used by our whole organization to connect field and office employees and communicate more effectively on account management. The software automates tasks in order to flow our business cycle for onsite training visits and account oversight by success management in between visits. Our teams are able to share documents and communication with accounts between visits and support phone calls.
  • Account management communication.
  • Triggering automated tasks.
  • Ease of locating account details and information.
  • Push more relevant details when following an account.
  • Some notifications are not timed properly. This probably has more to do with internal programming.
  • User permissions by our organization are too locked down which makes updating contact and customer information less accurate.
Salesforce Lightning is well suited for identifying the next best steps to take with an account when managing follow up and onsite visits. It allows follow up on account management to flow efficiently and makes it easy to plan travel balances and travel calendar boards. Some information is not accurate and this is probably internal training and updating.
April 16, 2019

Powerful tool

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce across the whole organization. We use this tool to manage customers and their financial needs. We did lots of integrations with other tools to keep SFDC as our primary source.
  • Robustness and customization aspects
  • Reporting with analytics
  • User-friendly
  • Lots of out of box functionalities
  • Expensive for smaller companies
  • Not mobile friendly
  • Some data models are designed properly compared to Oracle
Salesforce is well suited for: Community management, Articles, and partner portals.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Our entire organization uses the Salesforce App Cloud to manage all of our donor, program, and vendor/external partner data. When building out our Salesforce, we made sure to include fields for all the data we would need. This allows us to effectively store and find our data, even from different departments. This is a central location where all of our data lives and allows for the development team to find information about donors and foundations. It allows our program team to find information about our students and their families and stay up to date on their school performance and other external factors that might be affecting them.
  • Due to the nature of Salesforce, it is highly customizable. You can build out the platform to create any number of fields and manage data in a way that is effective to your organization.
  • There is an app that you can download that makes it simple to take the data on the go. There have been many times where I have to look up some information and have no access to a computer.
  • Creating reports and dashboards with my data helps me visualize the progress we have made so far. It also lets me send reports to various stakeholders that are pulling the information I need automatically.
  • Although Salesforce is highly customizable it requires knowing extensive knowledge about the database and the way it functions. This means we had to hire consultants to create a framework for us that we could then use. It means we also retain someone as consultants throughout the year for changes because we cannot afford to have a full-time staff member who knows the ins and outs of the database.
  • The same can be said for generating reports. It took me a few months to really understand how to generate the reports I was looking for. It requires knowing a bit about the way fields are connected and working from there. I've learned that practice is key. Additionally, we had our consultants teach some staff how to pull reports as well.
  • I primarily use Salesforce to track donor information. Since it is not specifically a donor management database there are some features that are missing that I know other platforms do have. For example, I can't batch upload acknowledgment letters to certain donation records as you can in Raisers Edge, etc.
Salesforce is well suited for organizations that manage a lot of data and want to keep it well organized via the Cloud. When I have to send large amounts of letter to donors, I can easily download reports for the data and then use a mail merge to create all of those letters. It would be less appropriate for organizations that don't manage a large amount of data.
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