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…
Salesforce Sales Cloud - A Good Integrated Tool for Sales Teams
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Maximize Sales Productivity with Salesforce Sales Cloud
Salesforce Sales Cloud is a Platform You Need
Salesforce Sales Cloud is an integral tool for our organization
Connecting Sales & Marketing teams with one easy reporting view
Salesforce Sales Cloud still rocks!
Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
Salesforce - if you got complex data flows, consider this.
Salesforce- Helping Sales Originators Do Their Thing!
Salesforce
Where customisation is key, Salesforce exceeds expectations
Salesforce Sales cloud: Powerful CRM for automation and customization
Independent and thoughtful review of one of the larger CRMs in the market
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Customer data management / contact management (242)8.686%
- Opportunity management (236)8.585%
- Customizable reports (234)8.282%
- Workflow management (233)7.979%
Reviewer Pros & Cons
Video Reviews
4 videos
Pricing
Starter
$25.00
Professional
$80.00
Enterprise
$165.00
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.6Customer data management / contact management(242) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.9Workflow management(233) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.5Territory management(186) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.5Opportunity management(236) Ratings
Users can track deals and create quotes.
- 7.5Integration with email client (e.g., Outlook or Gmail)(221) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.2Contract management(193) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.5Quote & order management(176) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.6Interaction tracking(207) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.7Channel / partner relationship management(168) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.8Case management(84) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.3Call center management(66) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.2Help desk management(68) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 7.9Lead management(216) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.5Email marketing(185) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 7.5Task management(213) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.2Billing and invoicing management(60) Ratings
This includes automated invoice creation and billing.
- 7.9Reporting(177) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.4Forecasting(206) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.8Pipeline visualization(225) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.2Customizable reports(234) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.2Custom fields(226) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.1Custom objects(216) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.1Scripting environment(160) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.2API for custom integration(189) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.8Single sign-on capability(197) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.6Role-based user permissions(203) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.6Social data(144) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.5Social engagement(141) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.8Marketing automation(193) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.8Compensation management(130) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.2Mobile access(208) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Salesforce Sales Cloud?
Salesforce Sales Cloud is used for, and supports:
- Buyer Engagement
- Sales Engagement
- Enablement
- Sales AI
- Sales Analytics
- Team Productivity
- Sales Performance Management
- Revenue Optimization
- Partner Relationship Management
Salesforce Sales Cloud Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
Salesforce Sales Cloud Screenshots
Salesforce Sales Cloud Video
Salesforce Sales Cloud Integrations
- Act-On Software
- Agiloft Flexible Service Desk Suite
- Ambassador Referral Marketing Platform
- Artesian
- Ortto
- PROS Smart CPQ
- Demandbase One
- eTrigue DemandCenter
- Genoo
- HubSpot Marketing Hub
- Mediafly Intelligence360
- LeadLife
- Kantata PS Cloud
- Adobe Campaign
- Net-Results
- Oktopost
- Salesforce Marketing Cloud
- Aprimo
- unbounce
- Woopra
- Yesware
- Zuora
- ActiveDEMAND
- Lead Liaison
- Planyo Online Booking System
- HG Focus
- Makesbridge
- Mautic (open source)
- Zoho Creator
- Celoxis
- BiznusSoft HR
- FieldService360
- Astera ReportMiner
- Astera Centerprise
- LeadBase
- ServiceTrade
- SAP CPQ
- Blacklight
- Right On Interactive
- SnapEngage
- Boingnet
- Sage Intacct
- Projector PSA
- Wrike
- MindTouch
- Fathom
- Sharpen Contact Center Platform
- ClientPoint
- AWeber
- QuoteWerks
- Mycroft Assistant
- Square 9 Softworks
- Help.com
- Brevo
- Quickbase
- Lead Only
- Oracle Marketing
- Acquia Digital Experience Platform
- 123FormBuilder
- OneSpan Sign
- Aventri
- Interactions Digital Roots
Salesforce Sales Cloud Competitors
Salesforce Sales Cloud Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | All |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(3224)Attribute Ratings
- 9Likelihood to Renew56 ratings
- 9.8Availability27 ratings
- 9Performance18 ratings
- 7.6Usability120 ratings
- 5.7Support Rating91 ratings
- 9.1Online Training15 ratings
- 7.9In-Person Training11 ratings
- 1Implementation Rating18 ratings
- 10Configurability2 ratings
- 8.7Product Scalability33 ratings
- 8.2Data Sources5 ratings
- 8.2Data Sharing and Collaboration5 ratings
- 9.3Professional Services8 ratings
- 8.8Contract Terms and Pricing Model9 ratings
Reviews
(226-250 of 374)Review Salesforce
- 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
SFDC a solid CRM platform
- 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
Salesforce Baby!
- 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.
Some Salesforce experience...
- 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 GREAT!
- 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.
A Powerful Tool That Needs a Better UX
- Integrations
- Granularity of data
- Reporting
- UX/UI
- Email templating
- Ease of use
- Access to support
Customizable and great reports
- 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.
Complex but a must!
- 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.
Salesforce is the best CRM...period.
- 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 Review for you
- Sales CRM
- Information Management
- Ease of Use
- Price
- Training
- Information
The scenario that is less appropriate is a large corporation who is thinking about bottom line and dollars and cents.
SFDC Review
- 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.
Sales force developer review
- 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
Great
- 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.
SFDC
- 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
The Wonderful World of Salesforce
- 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.
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.
Manage your entire sales cycle
- 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.
Salesforce Rocks!
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..
- 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.
Salesforce is a Great Integration Tool
- 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 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.
- 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
- Reporting
- Reminders
- Opportunity Tracking
- ERP integration
- Segmented email
- Marketing automation
Salesforce.com is perfectly designed for sales professionals
- 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
Salesforce.com Review
- 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
No brainer!!
- Tracks Tasks
- Automates Emails, Agreements, & ROI Analysis
- Dashboards
- Reporting
- Spell check in emails
SalesForce is easy to use
- 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