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.
- 7.6Integration 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
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- PROS Smart CPQ
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- 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
(3223)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
(51-75 of 374)Salesforce all the way!
- Distribution engine feature that allows us to receive leads equally
- Chatter that allows us to see changes that was made in the case easily
- Easy to access in any browsers
- Accept features in our proposals are not working for some of our clients
- Hotels are unable to decline the requests that we sent them
- Too many tabs for different options
Great product and does what it says!
- Helps us organize accounts effectively
- Integrations are great
- Biggest company so offers a lot of features
- Seems clunky, I’d like easy to see dashboards with visuals of touch points
- Relatively overwhelming
- Seems too complicated for simple tracking of accounts
The best CRM out there
- Can be used and customized for multiple products
- Account management and troubleshooting support
- Collaboration across clouds / applications
- Better communication with other databases
- When working on multiple tabs, the interface can become a little slow
- The reporting could be more intuitive, and the tool's value requires thoughtful design and configuration
Tracking the good and bad of Salesforce
- Organizes contacts under an account
- Provides reports on accounts and tasks
- Provides for opportunity creation, description, and tracking
- I'd like to see a global roll up, but individual customized versions by team
- Consolidate! Agreements are often found under attachments, contracts, confidential information, cases, and a couple of more places
- Statuses: Make the status, owner, and last touch date/time easier to find
Useful system
- Scorecards
- Clear view of all your cases
- Easy to use
- maybe speed of the system opening up cases
- I would be fun to have a direct e-mailing system, without linking it to a case
- Activity tracking
- Opportunity management
- Contact management
- Creation of reports could be more clear and easier to use
- Price quote functionality can be difficult for non-standard use cases
- Chatter functionality could have more tools, including an easier way to cut and paste graphics (screenshots)
Salesforce has Been Good to Us
- Relevant news pertaining to Accounts in our database which we can share on Social media
- Easy to convert an opp to a Project and add stakeholders
- We manage Campaigns for our events like dinners and networking events. Easy to manage the RSVPs
- Uploading files to share with the Team
- Remove the Authenticator and go back to passwords. That one recent change has made some of my team members seek alternative CRMs.
- reporting
- dashboard building
- campaign management
- lead management
- contact management
- an easier way to learn reporting
- the mobile app could be better
- app exchange
Salesforce for Nonprofits
- Tracking individuals and actions related to them
- Tracking Opportunities
- Integrations
- Usability for users who are not in the platform every day.
Powerful software with a lot of potential
- Customer relationship management.
- Data insights.
- All services in one software.
- It's complex, learning it isn't intuitive for our new users.
- Onboarding is labor intense (e.g. dedicated personnel).
- There are add-on softwares in order to get all the solutions we need.
Salesforce.com gets the job done!
- Interfaces well with other existing software platforms.
- Intuitive and user-friendly.
- Easily adaptable modules.
- Customer support
- More adaptability to businesses needs and requirements.
- Better interface with remote call software/call quality.
Younger but growing branch of Salesforce's suite of products!
- It is very flexible - can be customized to fit many unique use cases and workflows.
- The reporting is robust and flexible. Lots of useful data can be pulled out of there.
- You can easily customize the system to the many different users you have. Using separate profiles, you can customize what they see and how they see it.
- With the flexibility comes complexity. You NEED multiple SFDC admins in order to use this in a large org.
- Unrelated to the platform, we've had mixed results with some of Salesforce's approved partners.
- We're finding ourselves limited on the number of rollups, and it's surprisingly difficult to get rid of old, unused rollups.
A must have for sophisticated organizations
- Customizing to suit your sales organizations needs
- Extreme detail in pulling reports that are pertinent to individual reps as well as the entire business
- Seeing how company is faring month to month with sales
- It would be helpful to have better calendar integrations as well as 3rd party integrations.
- Upon selling the platform to a business, having some preset reports/dashboards built out for reps from the get go.
Force of Sales.
- Keep our company organized.
- Respond quickly to leads & existing customers.
- Scale the business easily.
- Track sales deals.
- Not the best for startups.
- Customer support.
- Very expensive.
The best CRM available
- It is the best CRM system available
- It is the easiest platform to drive adoption amongst your user base
- There are no gaping holes compared to other options
- Whenever you need to do integrations and customizations or go hard core on reporting your investment level jumps up significantly. You can however do 80%+ with configuration vs. customization.
- Over years, Salesforce.com has expanded from sales into areas like marketing and support and those areas are less mature.
Salesforce.com review
Furthermore, they do not respect businesses that wish to cancel once they see major flaws in their system and force them to continue to use their system and not leave their contract amicably. As well, they do not accept cancellation emails and requests and instead force you to go through a number of different hoops just to not auto-renew which include making you go through a few websites to find a cancellation email which then asks you to respond a few different times with set 'cancellation clauses' which they never seem to receive forcing you to do it again and again - all taking away valuable time from businesses.
- Charges a lot
- Zero implemetation support, you have to go through mediocre third party services
- Has terrible customer support
- Kanban Board - make it actually usable
- Import of leads into your system, help businesses do this - don't just outsource
- Make ALL information able to be imported
Salesforce.com Review
- Performance
- User Interface
- Ergonomi
- Personalization
- Reporting
- Sub Opportunity management
- Mind Map addon
- Data model end user access for custom report creation
- Salesforce query language
Classic to Lightning is like from 2.4 to 1.0
- linking applications
- Lightning is far, far too busy
- Lightning is simply clunky
Get everyone on the same page!
- Customizable
- Organization
- Easy to use
- It would be nice if the customization was a little easier to navigate
- Merging duplicate accounts or contacts doesn’t always go as planned
- You need someone very knowledgeable to be an administrator
Salesforce Review from an 8+ year user
- Automating the sales process in stages.
- Better user experience and functionality compared to other CRM's I have used personally.
- Very easy to manage nurture campaigns for a lot of users.
- I preferred the classic mode that was changed and made it where I would have to click multiple buttons to figure out how to accomplish the task at hand.
- I found with the extension and some tech issues, it wouldn't track emails periodically in Salesforce.
Industry standard CRM
- Creating reports
- Customizable fields
- Building dashboards
- Reporting feature can be buggy (when dragging and dropping)
- Lead and contact objects seem redundant
- Sync issues with marketing automation
Monopoly in CRM space
- I haven't seen any software that does so many things this poorly
- UI is not intuitive at all
- Guess a monopoly in the space really means shit design and you can get away with it
- Poor UI
- Super annoying - password needs to be reset every quarter
- Information overload
Salesforce CRM: an Energized CRM Platform
- Ability to track customer interactions and communications
- Optimal customer relationship management
- Better integration and reporting platform
- Customizable to fit any organization CRM needs
- Single trustable source for any customer-centric organization
- Search function sometimes gets stuck
- Self-training videos are needed for exploiting Salesforce CRM fullest
- Duplication of information is not halted
- Set up process is lengthy and time consuming
- maintaining a central location to store all customer data - the sales team will make more informed sales decisions
- improving communication throughout all organizations - avoid the silo mentality
- improving sales & marketing synergies
- automating the business process - touchpoints integration
Less appropriate in:
- customer interactions do not need to be logged automatically
I love Salesforce CRM!
- Reporting
- Customization
- Data Collection
- Glitches
- Send sequences within the platform
- more user friendly