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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
Read all reviews

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

(226-250 of 374)
Companies can't remove reviews or game the system. Here's why
February 15, 2018

Review Salesforce

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We used it as our CRM to help me manage my sales pipeline. Additionally, marketing uses it to track leads and follow-ups. Furthermore, it is integrated with our contract management solution so that I can generate agreements directly from Salesforce. It is extremely helpful in streamlining processes across various departments at VTS.
  • Schedule tasks and follow up
  • Help automate processes
  • Integrate with various other apps
  • I don't love the mobile application
  • The interface is a little outdated
  • It is heavily customized
I would recommend this solution as it definitely makes my day to day business a lot easier. However, I was not part of customizing the solution and understand there is a lot that goes into maintaining Salesforce, as we even have a salesforce admin on staff. From my perspective, it works great though.
February 09, 2018

SFDC a solid CRM platform

Score 8 out of 10
Vetted Review
Verified User
Incentivized
[It's] Used to track all leads, contacts, and prospects for our sales org. It is being used by the entire organization, it addresses our needs for CRM and tracks our pipeline from inception to close.
  • Account Management - able to structure account hierarchy
  • Contact Management - able to track activity, offers, and pending tasks
  • Visibility into all contacts in an account to make sure we don't send mixed messaging
  • At times can run slow, this may be due to our internal customizations
  • Limited options as a user to resolve issues, dependent upon others to fix problems
  • Reporting is a bit confusing, not intuitive to create useful reports on the fly
As a contact management tool it is great, I am not keen on the reporting features available.
February 07, 2018

Salesforce Baby!

Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce as our CRM! We have hooked Salesforce up to almost every other piece of software that we have, from billing systems to customer engagement platforms. This is our companies central hub and we've put a lot of work into making the data relevant to our team. This is by far one of the most important tools we use.
  • Integrates with everything
  • Central location for data
  • Have never experienced server downtime
  • It feels clunky. It's not the sexiest interface.
  • It's a little nit-picky on searches. Make sure you spell everything correctly.
  • It's very much a "what you put into into it, you get out of it" type of tool. You need an internal systems team to make sure this pans out well.
Salesforce is best suited for larger companies that need full scope of their current customers and potential customer base. It helps manage all your data to professionally maintain sales, upsells, contracts, user information and lifecycle of a customer. With the integration options, there's really not much you can't do. You just need to put in the work.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We used SalesForce across marketing and sales departments as our CRM. We paired it with our marketing automation software to track, manage, and nurture our leads/accounts.
  • In-depth reporting
  • Customized contact and company properties
  • Easy to use and segment accounts
  • No live support - unless it is an urgent matter, there is no phone number to call. Support tickets are submitted via email and it takes a while for them to respond.
SalesForce is a great tool for companies that are looking for a database to store, manage, and nurture their leads and existing accounts. With in-depth reporting, you can generate analytics on almost any scenario.
February 05, 2018

Salesforce is GREAT!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce to create our sales pipeline as well as to close deals to prospected companies and leads. Our sales, sales operations, finance and marketing departments use Salesforce in order to help along the way of our sales pipeline. The main business problems that we use Salesforce to address is being able to build out accounts and update contacts across the organization so that we are reaching out to the right people and aware of any changes that are going on while in the sales process.
  • Keeping track of information regarding to contacts, organization and process while building sales pipeline at our organization.
  • The pardot tool is very helpful to show who's read and opened emails as well as various links in emails.
  • Being able to see account history over the years to see how we progress in different companies.
  • Being able to easily connect to other apps without being charged for it such as Outreach and DiscoverOrg.
  • Being able to group and outreach to different prospect groups.
  • Having an automated system to respond to leads in the system.
Salesforce App Cloud is well suited to be able to help with the integration of other apps so that I can easily reach out to individuals that my organization is trying to go after. I like that the data from other apps works seamlessly with Salesforce and is easy so that I'm not having to enter the information by myself.
Gwen Rivet | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is mainly used by the marketing team to gather all the lead data that we acquire through our different marketing sources and campaigns. We use it to track lead data, opportunity data and to nurture leads through marketing automation campaigns. We It's also use for reporting and to analyse data. The team also uses it to send emails directly to leads via various integrations.
  • Integrations
  • Granularity of data
  • Reporting
  • UX/UI
  • Email templating
  • Ease of use
  • Access to support
Great tool to gather all sales and marketing information in one place. It's an extremely powerful tool that is integrated with pretty much all the applications you can think of. As a result, even if you don't want to use Salesforce to do one job, you can integrate it with another tool that does the job 'better' (mainly in terms of UX) but benefit from all the data you've gathered on Salesforce.
June Burchfield - LION | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is used as ATS/CRM. It is used for one of our Departments.
  • Parses resumes well. Has a glitch every so often though if a resume has images in it.
  • Reports are customizable.
  • Once you are in the right activity, the data entry is easy.
  • Not very intuitive. Have to keep a list of steps handy when entering new contacts and orders.
  • Since it so customizable, Help function isn't always relevant.
Customizable to the nth degree. Data entry is very easy once you are in the right field. The resume parser works very well. However, it does seem to have hiccups when there are images in a resume. The reports are nice and can be set up to automatically run every day and email you. The system isn't as intuitive as others I've used. Since it is so customizable, the Help function often isn't helpful.
January 29, 2018

Complex but a must!

Stratford Canning | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used across the entire organisation as a core CRM. It allows us to manage all aspects of the business from contacting leads to managing opportunities and customers.
  • Provides visibility on accounts, opportunities, customers and prospects.
  • It integrates with most other tools.
  • Provides accurate visibility on employees performance and activity.
  • Provides key insights through reporting.
  • It looks dated. There is a new version that is visually nicer but it lacks functionality.
  • It’s very complex to make changes and requires a lot of time to maintain.
  • If it’s not configured well it is a waste of time. You only get out what you put in.
  • It can be difficult to get quick support.
It is well suited when you need visibility on all your customers and prospects and when you need to keep and eye on productivity. For very small business it may not be necessary and a bit overkill.
Mike Markham | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I implemented Salesforce for the sales unit at Commenco and we use it to manage our sales opportunities and pipeline. We also use it to push customer/account information to our quoting tool Quosal. The rest of the company is evaluating how other elements of the Salesforce product line can help manage accounting, service, etc...
  • Salesforce is the most flexible CRM that I have evaluated. I am constantly finding new and better ways to manage teams and sales.
  • Salesforce does a very good job of supporting our business. We do have the premier support plan and that allows me to get help any time I need it.
  • The Salesforce AppExchange is great! We have deployed many tools and utilities to augment our implementation.
  • The reporting side of Salesforce is a little limited for our use but I can take anything out to Excel so I am able to get what I want from the system.
Salesforce is well suited for companies large or small that need to manage customer relationships and new and existing customer sales processes. We are a technology hardware re-seller and I do not find the quoting tools within Salesforce to designed for re-sellers that operate in a buy/sell mode and where pricing fluctuates.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
It is used in our sales department and helps with the CRM part. It helps keep the information needed for the customers and allows us to have pertinent information needed for that call. It has worked out very well with our sales people here at my business. They would recommend it to other people.
  • Sales CRM
  • Information Management
  • Ease of Use
  • Price
  • Training
  • Information
It is well suited for a sales associate to be able to have all the information handy for the sales call. It allows you the ability to add information needed to keep you updated on the person/company you are speaking with.

The scenario that is less appropriate is a large corporation who is thinking about bottom line and dollars and cents.
January 08, 2018

SFDC Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
SFDC is used by our entire company. It is used by our operations team to manage our clients' cases and day to day as well as by our sales team to track our successes and failures. Everything that happens with a prospect is traced in the system as well as everything that happens with a client.
  • Forecasting
  • Tracking
  • Document storage
  • If you don't have a lot of experience with it, it can be overwhelming.
  • We couldn't use it fully until we hired a couple people who do nothing more than manage it.
  • An easy to use manual would be helpful.
Well suited to forecast your sales.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is the main platform. It is the priority platform for our resource constraint company.
  • No manual database management
  • Integration with other technologies is easy.
  • Deployment is easy.
  • Constraint for the SQL
  • Visualforce is not very flexible
  • Too many levels of permission making it cumbersome to understand
For resource constraint company.
December 13, 2017

Great

Score 9 out of 10
Vetted Review
Verified User
Incentivized
Currently, we are using Salesforce for showing data to CSR and also manipulating the data generating reports. It is Customer Support Representatives only. Earlier they were using Excel sheets and were doing manual work. We switched the client to use Salesforce and introduced them to the cloud environment,
  • Salesforce is the number 1 CRM currently
  • It helps generate leads
  • It is an effectively great case management tool
  • Sometimes I feel Salesforce documentation should be improved by providing boundary condition responses.
  • Many functionalities like having validation on date ranges is missing.
  • Salesforce could provide an IDE with autocomplete functionality.
Salesforce is suited for Case Management, generating leads and generating reports. It provides fields for various real-time scenarios like accounts, contacts, and contracts. It is very good in integration with other packages.The support team of Salesforcel.com is also good.
December 05, 2017

SFDC

Jaimie Bakas (Crandell) | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
SFDC is used widely, the entire sales team and marketing teams are enabled in SFDC. Marketing uses SFDC to track campaigns and demand generation and reporting on the leads coming from those activities. Sales uses SFDC for tracking on opportunities to close. Marketing is keen to understand through SFDC how much marketing activities are influencing pipeline.
  • Campaign attribution
  • Campaign tracking
  • Lead source tracking
  • Multi Touch Attribution
  • Account Based Marketing, lead to account matching to enable ABM campaign tracking
  • Reporting across the lifecycle of a campaign and tactic/activity influence
SFDC is perfect for tracking a lead's journey through the sales cycle, I think where it's lacking is the tracking of the marketing activities that sourced or influenced those leads to close. The ability to see the source of the lead, what influenced it's acceleration is lacking and multi touch attribution on marketing activities would help here.
John Hilburn | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Salesforce is used across the company as a point of reference, but the most concentrated use comes from sales, marketing and customer success. It addresses our need to have a one-stop shop for anything and everything regarding our customers. Whether it be product suites, business needs, metrics and anything contractual.
  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
  • Reporting. At times it's a little too robust, and can lack certain intuitive features, especially when it comes to filters.
  • Drag n Drop. It would be great to be able to drag and drop a file directly into an Opportunity or Account.
Salesforce is amazing for many scenarios, pretty hard to find one that doesn't fit. It's great if you are an executive who needs to know everything about an account prior to a meeting, but doesn't want to have to look in a million different places. If you are a sales rep, and you need to know how many opportunities you've created or what's in your pipeline, your dashboard has it.
Say you are a customer success manager, and you need to find out when or why a certain customer churned, theoretically it's all there in the opportunity. You should have their entire history, products suites, surveys and any supporting notes and documents.

The only scenario I don't think SFDC excels in would be utilizing it as a ticketing system. There are just too many systems specifically geared to that industry that have it more built out and user-friendly.
John Cupoli | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce for both prospecting and account management. The sales department utilizes Salesforce and is not used in other areas of the company. It allows us to efficiently track prospecting activity and schedule check ins with our current customers. It also organizes our database so salespeople don't call into the same accounts.
  • Salesforce is great at day to day organization through schedules tasks and events. It helps with efficiency as you have your required tasks laid out for you as soon as you log in.
  • Customization in Salesforce is both a blessing and a curse. If you understand how to utilize custom fields to better organize your list views and reporting it is invaluable.
  • Being able to mass email directly from the platform is great as it automatically logs the activity and streamlines the process
  • It is a very intimidating platform to new users. It's not at all intuitive or user friendly and definitely requires some training and help.
  • No customer service. If you only pay for the basic license good luck figuring out problems as customer service just refers you to the community boards to search for it there.
In any scenario where you are managing outreach to clients, prospects, or both, I'm hard pressed to find a solution that better manages all aspects in one place. While it isn't ideal for business development, as it is geared towards managing the sales cycle, you can certainly prospect if you keep your instances organized.
October 25, 2017

Salesforce Rocks!

Jayne Pearce | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is used by all of sales, finance and managers for reports. We use it for the CRM platform mainly but also have add-ons for creating quotations and reports/dashboards.

One of the best options is to email the reports directly out to the requested users daily/weekly which they love and the directors love the dashboards which they use for Board meetings.
  • The dashboards are my favorite section. Great for a snapshot view of current situations.
  • The workflows are so easy to setup yourself. No need for Salesforce specialists at all. Very simple and user friendly.
  • You can select specific dates and times to send an email group of person a report which is great. Ensures those reports for specific meetings are never delayed.
  • Linking it to other systems could be better, for example SAP, which it really struggled with.
  • The number of columns is limited which is incredibly frustrating. Would be better with a scrolling bar.
  • Loading numerous amounts of data at a time can be difficult. We had to create a macro upload button which was a workaround to a problem that shouldn't be there to start with..
I think its well suited for larger organizations. I wouldn't say small companies really need it but if you are growing its best to get it earlier so that you don't have to move over loads of data. If you need to send reports at specific times it's great, and the dashboards are awesome!
Score 9 out of 10
Vetted Review
Verified User
We use SalesForce across the entire sales department to keep track of our leads and store contact information. It solves the problem of duplicating accounts and having more than one rep call on the same company which is embarrassing. A rep is able to easily search the database to see if it is already logged and being called on.
  • Allows us to create follow ups so we remember to call on certain accounts.
  • Allows us to see who is being called on already so that we do not double up.
  • Allows us to capture much needed contact information.
  • Allows us to log all of our activities and store notes for each.
  • I think that they should allow more features to be available without having to upgrade, for example privatizing leads.
  • I think they should have an easier way to contact support for standard users such as live chat instead of submitting a case.
  • I think that they should make it a little easier to merge the software with programs such as Vertical Response.
It is well suited for a sales team if you want to keep track of leads and not have anyone call on duplicated accounts. I think it's a little less appropriate for contacts you are only going to call on once. I think it's more suited for those in the long run where you can store your notes and contact information along with reminders for further use.
Shawn Petrunak | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
It is being used as a CRM platform for our entire organization. We use it as a means of interoffice communication, as well as sending vital information to third parties using secured links to files in Egnyte via the Salesforce platform. It's an excellent means of intradepartment communication and allows ease of access to vital information for every department in our office.
  • Chatter. I believe the chatter feature is vital, it allows employees working from home to accurately and efficiently convey information to employees working in the office.
  • Egnyte built in features: It is huge to be able to review critical files while simultaneously being able to make and communicate decisions to others in the firm all on the same screen.
  • Tasks features: I live in tasks. It is infinitely easier for me to have a running task list then in it to go back and forth between salesforce and a third party Calendar app
  • File Storage: When storing files directly in Salesforce, I have experienced confusion and difficulty attempting to retrieve them.
  • Email feature: When emailing a request to another user via the salesforce email feature, it would be beneficial to have a direct link to that client page in the email being sent.
  • The Kanban feature: I would love to see the ability to sort in to the Kanban style filter for all opportunities, not only for files that I am listed as the owner of.
Salesforce is excellent in our industry, as a database for the collection of information in regards to a specific case. In addition, I think that Salesforce really carries weight in any industry where you have a large client database that you are attempting to manage. It allows users to comprehensively manage their portfolio of clients.
Zach Ettelman | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce App Cloud is used by our marketing, sales, and senior leadership teams throughout the organization. For marketing, we use Salesforce to manage our contacts and use the tool along with Pardot to power our marketing automation and lead nurturing campaigns. For sales, we use Salesforce as our main CRM housing all of our leads, contacts, accounts, and opportunities. We utilize Salesforce reports to measure all of our sales performance for the team and individuals. Salesforce is also used to capture all of our current client data, helping us maintain our newsletter list, record organic growth with existing business, and house pertinent client information.
  • Salesforce App Cloud connects with almost any other third-party tool on the market, enabling our organization to use best-of-breed solutions when it comes to ABM sales tools.
  • Salesforce is constantly evolving and improving, allowing us to improve our internal processes every step of the way.
  • Salesforce enabled transparency throughout our entire organization. Chatter is one of our favorite features, allowing us to communicate on deals and activity in a view that everyone can see and we can use that knowledge several years down the road.
  • With such a powerful and customizable platform, Salesforce App Cloud can be difficult to configure for those new to the platform.
  • Salesforce and Pardot don't create the 1:1 relationship that we thought we were paying for. This isn't necessarily a Salesforce problem, but just something to be aware of if you intend to use Salesforce and Pardot for very specific approaches.
  • My biggest frustration with Salesforce is that not all features/functionality that are in Salesforce Classic are available in Salesforce Lightning. It's very cumbersome to have to switch between each view to get things done. Data.com, for example, is only available in Salesforce Classic.
Salesforce App Cloud is recommended for any organization regardless of size. If you're a small business with aspirations to grow, you might as well start on a platform that is specifically designed to scale as necessary. The cost for a small business may be high to begin with, but you'll reap the benefits of having solid data and intel several years down the road.
September 25, 2017

Salesforce

John Walsh | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is used by the sales and marketing teams to source and qualify new leads. It is also used to measure campaign effectiveness and calculate return on investment from the online and offline marketing efforts.
  • Reporting
  • Reminders
  • Opportunity Tracking
  • ERP integration
  • Segmented email
  • Marketing automation
Great for enterprise businesses. May be difficult to justify for smaller business.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce.com is used across the organization by all sales related departments. It provides real time visibility across the organization so users have the same information at the same time and can make informed decisions using accurate data. It is simple and intuitive enough that employees are comfortable updating as their main source of documentation for our sales activity. Additionally, it provides a single source for sales collateral for all products, so we are always able to access the newest version in a timely manner
  • User interface is simple to understand
  • required fields are easily identified, making updates easy
  • content stored on Salesforce.com is easily accessible and organized by groups so access is controlled appropriately
  • I don't have any gaps - their recent updates have really resolved my few concerns
The best application on the market from my perspective - we tried so many over the years and they all had huge gaps. Salesforce.com is streamlined and efficient
September 19, 2017

Salesforce.com Review

Gene Whaley | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Within the organization, we use SFDC to communicate and track progress with our lead generation provider. We also use it to track all potential clients through the sales funnel process.
  • Track critical customer data
  • Project future success and potential revenues
  • Document interactions with potential customers
  • Document and plan next steps with potential customers
  • There is so much that it is overwhelming
  • Options are not always intuitive for the non-tech
[It's well suited for] any opportunity where tracking customer data is strategically needed.
September 15, 2017

No brainer!!

Rich Martinez | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce is being used as a sales tool. It tracks all of our tasks that needs to get done, tracking all demographic details about our prospects and clients. It is [used for] sending of agreements, sending of ROI analysis, to creating reports and dashboards. It is so completely customizable to every office. It fixed all [business problems] mentioned as everything was done manually [before].
  • Tracks Tasks
  • Automates Emails, Agreements, & ROI Analysis
  • Dashboards
  • Reporting
  • Spell check in emails
It is well suited for any sales organization looking for a streamlined system that is completely customizable. Scenarios like being able to send an agreement out with a click of a button and having integration with Conga to DocuSign makes things so easy, manageable, and trackable. [Same with] Plugging in all follow-up notes and follow updates on prospects, and even running email campaigns based on specific criteria of your prospects. It's endless!!
September 12, 2017

SalesForce is easy to use

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our sales team uses salesforce as a CRM, it syncs with Outlook, disc.org and Toutapp
  • It's a great platform and we rarely if ever have any problems with it
  • On occasion we have noticed the account financials aren't lining up, but on the back end we have been able to resolve it
Working with a large customer data base, I can't imagine how we would keep track of each client's specifics with out Salesforce.
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