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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 (237)
    8.5
    85%
  • Opportunity management (231)
    8.4
    84%
  • Customizable reports (229)
    8.1
    81%
  • Workflow management (228)
    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.

7.7
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.

7.6
Avg 7.5

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

7.4
Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

7.7
Avg 7.6

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

8
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.

7.4
Avg 7.2

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

7.7
Avg 7.1

Platform

7
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

(3227)

Attribute Ratings

Reviews

(1-25 of 369)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud for our CRM and customer relationship management; all of our hand raisers and marketing leads go into Salesforce and are tracked through the entire cycle. We share access with Sales and commercial teams - it helps allow full visibility within the entire commercial part of our wider global business, in all markets, to see what's going on with every single potential prospect or existing client in the database. It shows all email marketing and sales engagement touchpoints, and it helps us to report on all of the quality of our leads, so we can then better inform our marketing lead scoring model in the rest of our tech stack. Salesforce Sales Cloud also connects to all of our other sales and martech stack to allow for seamless integration and reporting across the entire customer experience and funnel. Our B2B business really appreciates having this full funnel visibility at all times, so all teams can tap in and understand the wider company.
  • Connects sales and marketing
  • Shows a view of the customer journey touchpoints
  • Allows for better lead reporting
  • Helpful dashboards
  • Integrates well with other tech stack
  • More marketing touchpoints tracked
  • Allow for tracking of multitouch attribution
  • Less complicated dashboards
  • More straightforward training
Salesforce Sales Cloud is, in my experience, well suited to large B2B businesses who are driving demand and lead generation, and tracking customers through the funnel. It is a system we needed for a long time and has made a huge difference. However, I think it would have been more appropriate for a smaller business / a business who sets this up earlier on. There are great advantages to having historical data. It is really useful for allowing all commercial teams to work together, including sales, new business, marketing, client success etc. However, it relies too much too often on human error. If more things were automated and simpler, perhaps with AI queries, it could be easier to use.
Gal Avraham | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud is used to support the entire sales cycle from lead capture to conversion and opportunity management. All done with chat tools, calendar and tasks integration, chat and internal collaboration, email and WhatsApp API. In addition, it includes sales tools such as quote offers, sales quotas, forecasts, etc. It also includes AI for sales.
  • Lead management
  • Opportunity management
  • Quotes
  • Quotas and forecasts
  • Pricey
  • Degraded flexibility pushes to more dependence in partners
It is a very comprehensive system, with many out of the box tools and capabilities, while on the other hand, the system is extremely flexible, offers a no-code customization capabilities as well as code development capabilities, and well populated AppExchange marketplace.
There are many partners and freelancers out there that act as a supporting eco system, professional and competitive.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I used Salesforce Sales Cloud on both the Customer Success and sales sides. On the CS side, we used it to review sales notes and timelines, add tasks for onboarding and post-OB follow-ups, and note any big changes to the account, conversations, etc. On the Sales side, we used it to post information such as software they are coming from, others they are evaluating, what they like/dislike about our product, what are the main drivers for switching, their proposed ARR, any discounts that might be applied, and any referrals (who they were referred from, who they have referred).
  • Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
  • Logging activities: It's easy to post a call, text, email, etc.
  • API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
  • Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
  • It's robust: it's not an out-of-the-box solution. It can be, but you won't get the level of detail that is useful to most orgs unless you have an SF developer or someone who can figure it out.
  • Because it's a behemoth, Salesforce is slow to modernize. Some aspects are visually old, but that's expected when you're as big as Salesforce. It can make some workflows a bit cumbersome, but not enough to impede productivity.
  • As a standard user, you need some training or a good chunk of time to figure out how to customize views and other things to your liking. Once you 'get it,' creating custom views is a breeze, but it's not intuitive.
  • Their Help Center is massive, with loads of helpful information, making it challenging to find precisely what you're looking for. Sometimes, four articles answer your one question. Sometimes, you're lucky enough to find the answer you want in a single article you found right away.
SF Sales Cloud is well suited for teams with experience using robust CRMs and, ideally, a dedicated Salesforce developer to customize the product to what your specific team (or a subset of the team) needs to be productive. Without the latter, you'll find Salesforce to be more complicated than it needs to be, and at that point, it's probably not the best solution for your team. It is less appropriate for teams who need a simple, out-of-the-box solution without much of a need to customize. Ultimately, no one ever got fired for choosing Salesforce, so it's worth giving it a shot. If it doesn't work, you can always find something else. It'll do its job straight out of the box, but you won't be able to optimize the way you might want should you not have someone capable of developing custom aspects.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We were looking at using Salesforce to speed up work flows and assist in the efficiency of information handling between departments. Saleforce as a CRM allowed us to explore and see what a data lifecycle would look like using Sales Cloud in an education environment. The use case was looking at the student information data flow from an interested parent, through to enrollment and beyond.
  • Highly customisable
  • Best in class system
  • Access to support
  • Highly customisable, so you need consultants to assist
  • Expensive
  • Support turn around time
I think Saleforce is positioned to be a great system in almost all large organisations. Managing data across different areas of a business is important. But with system that is highly customised this adds complexity to workflows, over time this can lead to confusion between users and Tech support as any changes need to be carefully considered.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I am a mortgage broker and we utilize Salesforce as a loan origination tool. Now, I've seen various different iterations of salesforce being used and I am familiar with its ability to adapt to a certain business need so it wasn't a big surprise when we were able to do exactly what we needed it to do for our clients. From detailed notes, to a follow up system, a contact management, an automation marketing tool, all these pieces were addressed through Salesforce.
  • Personalized Fields
  • Accessible to multiple users
  • Easy to use
  • Developer may have too many fields in play, so if you don't have somebody who is new to it, they may be overwhelmed.
  • Although I do not pay for it, my company does the cost is high.
  • Customizable fields cannot be changed per user
Great for any origination systems, whether that's a mortgage business, car sales, or real estate. For my particluar example in the mortgage business, we can track our clients, input their info, agents, income, assets, marketing notes, emails sent, essentially everything needed to maintain a pipeline of customers.
March 26, 2024

Salesforce

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline management. Leveraging the power of the cloud, Salesforce Sales Cloud streamlines our sales processes, providing a centralized platform for customer data management, lead tracking, and opportunity nurturing. Scoped across prospecting to post-sale support, it drives revenue growth and enhances customer satisfaction.
  • providing a centralized platform for customer data management
  • scope from prospecting and lead generation to closing deals and post-sale customer support
  • Better collaboration between sales teams and other departments
Salesforce Sales Cloud serves as our comprehensive sales solution, guiding us through every step from finding potential customers to closing deals and supporting them afterward. As deals progress, Sales Cloud provides robust tools for pipeline management, empowering sales reps with real-time insights and predictive` analytics to prioritize leads and accelerate deal closure.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud as our 'one source of truth' for most things related to our customers. We use it for more than just the CRM capabilities, having built custom objects and Flows that enable us to use Salesforce to process jobs all the way from a Lead through Opportunity and then to the point where the finished items are dispatched to the customer. The ease of customisation and automation means we use it as extensively as we can.
  • Customisation
  • Automation
  • User Interface
  • Reporting
  • Lightning version sometimes misses Classic functionality
  • Some error messages/handling is not especially helpful
Salesforce Sales Cloud is great if you need a highly customisable CRM solution and you have someone with some IT knowledge to implement their 'click not code' solutions. They really are easy to use and the free Salesforce Trailheads make it very easy to learn, but you still need some internal resource (or budget for external support) to make the most of the system. The only scenario where I don't think salesforce would be of benefit is if you don't need much customisation, don't have the budget, or you have no scope for putting some hours in to customise it to your needs.
Naveen Gabrani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
We are a Salesforce partner. We have implemented Sales Cloud for numerous organizations. The business flow that is typically required is: web to lead or email to lead. After the lead is created then lead status is tracked and update in Salesforce. Once the lead shows interest, it is converted and an account, contact and opportunity are created. In the opportunity products are added, and quotes are created from Salesforce. The stages of Opportunity are updated by Sales persons. Salesforce is also used to track activities like tasks and events on the opportunities.

Management has access to reports related to Opportunity and leads.

This is a basic Sales cloud flow which is then customized based on business needs.
  • Management and customization of opportunity pipeline
  • Automation based on client needs
  • Lead management
  • Management of events and meetings
  • Keeping track of historical customers and opportunities
  • Enterprise edition can be pricey for small businesses
  • Professional edition and Group edition have limited ability to customize the functionality
  • Hiring Salesforce consultants can be expensive for small businesses
In Enterprise edition and above, Salesforce Sales Cloud can be customized to perform almost any client requirements. Several features like Flows, Formula fields, Apex, Validation rules, Approval processes etc are available to Salesforce consultants to customize the platform for business needs. Lightning Flows provide a drag and drop interface to perform powerful customizations. For advanced customization Apex and LWC is available. The user interface is easy to use. Salesforce Sales Cloud is the market leading CRM with abundant consultants available across the globe.
Daniel Cano Merizalde | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
During my tenure at Yalo I used Salesforce Sales Cloud on a daily basis both as a sales rep and as a sales manager for the region. I used it to track and organize all my sales process with my prospects and clients in the Andean region.
  • MUlti function
  • Highly customizable
  • IA once available helps you automate much of the process
  • Very difficult to set up and customize
  • Not intuitive usually needs hundreds of hours of training and dedication
  • Cost is high, and the more you use the more it costs
For managing your sales pipeline, uploading leads and recording notes, the CRM works well. You can fully manage your sales process and pipeline

Also you can use IA to improve and suggest
Thiago Santo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use Salesforce Sales Cloud (SFDC) to manage all sales routine. Accounts, Opportunities, Contacts, Leads, Quotes and Partners. I have been working for the last 9 years in software companies and all of them (AppDynamics, Cisco, Harness and Zscaler) use and recommended SFDC. The level of integration and volume of data processes is incredible and new features evolving AI will bring more value to the solution and make sales and marketing teams life easier.
  • Opportunity Management
  • Account Management
  • Integrations w/ 3rd party solutions
  • Dashboards
  • Reports
Salesforce Sales Cloud (SFDC) is recommended for companies with a complex sales routine and where high patterns of governance are demanded. It's important to say that if the company is small and it's looking for a tool to manage a couple of opportunities and not so many accounts SFDC can be an expensive option and cost-benefit probably won't be good.
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As a sales pipeline CRM, we create activity for each account and contact and deals and revenue, including revenue details.
  • Contact Management.
  • Activity Management - Call and Meeting.
  • Revenue Report locally, and globally.
  • Exporting report.
  • The interface.
  • The automation of task.
  • Premium feature as call VOIP and can be recorded.
Salesforce is powerful for a global company with hundreds or thousands of salesforce and can maintain complex datasets. It is considered costly for smaller companies.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use Salesforce Sales Cloud to primarily address three use cases: Opportunity Management, Account Management, and Pipeline Visibility

Account Management: We have a diverse customer base, including individual users, small businesses, and large enterprises. Sales Cloud enables us to manage customer accounts effectively, ensuring that each account receives appropriate attention and support. A lot of this is managed by our RevOps team, but the the whole Sales team benefits from this.

Opportunity Management: I have a custom view that I open each morning (it's a pinned tab actually) that I access multiple times a day. it's my one source of truth that I go back to constantly. I would be lost without.

Pipeline Visibility: I have used the Forecast tab in the past to great effectiveness. It has enabled me to be incredibly accurate with my forecasting.
  • All fields are extremely clear
  • The layout is intuitive
  • Things just make sense as I am running down the page
  • I'd like reporting to be a little bit more intuitive
  • Mobile App, Mobile App, Mobile App!
I've used Salesforce Sales Cloud at 4 different tech companies and it's always been fantastic. It's a gamechanger for me. I would consider not working at a company if they were using something other than SFDC.

I believe it's well-suited for all company sizes. I don't see a scenario where it's not appropriate.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Logging activity, looking up company information, quoting and submitting orders.
  • Logging calls
  • Easy mobile access
  • Finding contact info
  • Customizing / rearranging mobile view
  • Only complaint
  • No other complaints
Best and most user friendly CRM in my opinion.
Thomas Young | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our use of Salesforce Sales Cloud is for tracking clients and potential clients, including information attached to said individuals. It does what is expected, and the information is presented in an easily consumable fashion. The reminders and overall database structure make it a good tool for staying on top of business conditions.
  • Reminders
  • Tracking clients.
  • Visualizing where the state of the client-acquisition part of the business is going.
  • Sometimes the syncing is less than optimal.
  • I wish I could control the whole thing with my phone, but I'm unsure of any advanced CRM platform with that functionality.
  • I sometimes come across duplicate records.
Well, perhaps the easiest situation where Salesforce Sales Cloud is most valuable is for companies that don't already use a CRM system. Sales Cloud is a way to improve your business and increase revenue. For companies that use another system, I'd say Sales Cloud is quite easy to get to know, and users don't complain too much about it.
Faheem Yaseen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud serves as a versatile tool for our organization, aiding us in multiple facets such as customer data management, lead tracking, analytics, and reporting. Its comprehensive capabilities have been instrumental in attaining our objectives and efficiently handling data management tasks, significantly contributing to our success. It helped us to achieve our goals and saved our time.
  • Data Management
  • Reporting
  • Analysis
  • User Interface
  • Offline Functions
Salesforce Sales Cloud is helping us a lot is various ways like with data management, reporting, analytics, etc. With this, our organization is not only achieving its objectives but going beyond that. On the other side, Salesforce Sales Cloud needs some improvement like working with user interface as it gets hard for non-technical people to use it.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce helps us manage all of our customer's data in one place, such as leads, accounts, and opportunities. This data can be helpful during personalized marketing campaigns for targeted audiences. The email integration feature is handy for communicating with customers directly from the sales platform. It offers a free trial, which is good because you can try it before buying.
  • Sales cloud allows to customize the platform to fulfill their users' evolving needs as the customer's business grows.
  • Users can easily streamline their workflows and get extra time to focus on making strategy.
  • Customer relationship management feature is very helpful to understand customers behaviour.
  • Learning curve for newcomers.
  • Integrating with other tools may not always work smoothly and require extra time and effort.
  • The data storage limit is low.
  • Lack of continuous improvement of the platform.
Sales Cloud is a very powerful marketing tool that offers several benefits, including personalization and automation. However, it also needs improvement in some areas, such as platform complexity, analytics, and data storage limitations. Overall, it's highly recommended and requires some learning curve.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud was helpful for our business when we used it in the past. It was helpful to manage and operate sales funnels to better improve our business operation and flow of customers/patients. Salesforce Sales Cloud was user friendly and useful for many different situations for our business.
  • User friendly
  • Manage multiple sales funnels
  • works with small businesses
  • Costly
  • Hard to manage multiple users
Salesforce Sales Cloud worked pretty well for us as a small business, other than the product being a little costly for a small business. We were able to manage multiple sales funnels managing multiple different things at the same time which was nice. It was also pretty user friendly other than difficult to have multiple users.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Oddly enough, we're using Salesforce Sales Cloud for our post-purchase records, and it is definitely working great! It was the last piece that we needed to complete the business plan, though we know that we can also use Salesforce Sales Cloud with its other features! It's best paired with integration with other apps that we use, and it is very flexible with developers, so you can make the most of it!
  • Records Leads.
  • Opportunity Creation.
  • Lead Conversion.
  • API Integration.
  • Developers can do a lot of things in it!
  • It would be awesome if Sales Cloud could provide learning materials and developer-like materials so that we can maximize and expand more of what we can accomplish right now.
  • API Integration is very reliable, but it would be nice to have integrations setup easily.
  • Errors aren't easy to fix, and there are no instructions on how to fix them. It would be a big help if we could easily fix them!
Well, I can say that Salesforce Sales Cloud has been very useful without post-purchase processes, but having a knowledge-based article set up inside it would also be best(We're not currently using it). Salesforce provides a wide variety of features for the business that you can make use of and would not need to have many other apps to have your business run. This would also lessen the switching of programs as you'll have a centralized process of everything in Salesforce. It was fun when we were using it for forecasting, even if we also had another program to do It. This gives us 2 Forecasts that kind of help with differentiating aspects and also give a better perception of the big picture if Forecasts went with being very similar in data.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use the SF Sales Cloud to keep track of leads/customers and manage pipelines. We are a start, and hence, we are generating a lot of leads from various sources. I import leads and customers and log our conversations to SF so that we can keep track of the conversation. When I have to do an email campaign, I can easily export a list of contacts with different filters. Another primary use is to keep track of the pipeline, and I report to the CEO monthly on the pipeline summaries. We also use it to store critical documents on the account level, such as CDA, MSA, SOW, etc.
  • User interface.
  • Log email as I send them from Outlook.
  • Customization
  • I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
  • It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
  • It seems I cannot create a report to pull notes logged at the account levels.
I like to document everything, if not all, of the most crucial conversations. Salesforce can log the conversation as we send emails via Outlook, which helps us to go back to find out the history if we speak to the same person again. It's an easy-to-use CRM tool, and the mobile app can be handy if we are out in a conference talking to prospects and customers. We can easily pull the conversation history if we are talking to someone in the system. I also use the Inbox added feature, which can track if the recipients have opened my emails. However, it is not easy to keep track of pipelines across different industries if the sales cycles are different, at least for the enterprise version.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud is a game-changer for our sales team. It eliminated data silos, giving us a central HUB for leads, customers, and opportunities. Sales reps leverage Sales Cloud to manage the pipeline, track deals, and collaborate seamlessly. This translates to increased productivity and improved sales visibility for managers. With data-driven insights from reports and analytics, we make informed decisions and optimize our sales strategy. Salesforce has been instrumental in boosting sales effectiveness and achieving our goals.
  • Automated Lead Scoring and Prioritization.
  • Powerful Opportunity Management with Real-Time Collaboration.
  • AI-Powered Sales Insights and Guidance.
  • Complexity and Learning Curve.
  • Reporting and Analytics Granularity,
  • Limited Email Marketing Integration,
Scenarios Where Salesforce Shines High-Growth Startup with Streamlined Sales Process: A young company with a well-defined sales funnel and a focus on lead nurturing and conversion can leverage Sales Cloud's automation and lead scoring to maximize efficiency. A mid-sized company with Diverse Sales Teams: Sales Cloud caters well to organizations with multiple sales teams (e.g., inside sales, field sales) by providing a central platform for communication, collaboration, and data sharing. Focus on Data-Driven Sales Decisions: Sales Cloud empowers data-focused organizations with robust reporting and analytics. Sales managers can leverage historical data and real-time insights to make informed decisions about resource allocation and sales strategy. Scenarios Where Alternatives Might Be Better Small Business with Simple Sales Process: For a company with a limited sales team and uncomplicated sales cycle, the cost and complexity of Salesforce might not be justified. A more straightforward CRM with basic lead management functionalities could suffice. Highly Customized Sales Process: If your organization has a highly unique sales process with non-standard workflows, Salesforce's extensive customization might be time-consuming to set up and maintain. A CRM solution offering greater out-of-the-box configurability could be a better fit.
March 19, 2024

Great enterprise CRM.

Mark Hautala | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use the Salesforce Cloud to forecast our pipeline and keep track of opportunities. We can see multiple contacts within accounts and assign the people involved with the sale to each unique opportunity. It is a great system of records. Leadership can review each representative's pipeline and check the notes to see what is going on with contacts and opportunities.
  • System of records.
  • Provide leadership timely details.
  • Add notes of what you need help with.
  • Review sales pipeline.
  • Navigating the user interface.
  • Make sure to save changes or they will be lost.
  • Too many fields and many aren’t used.
  • Accuracy of forecast, would be nice to have best vs worst case scenarios.
This is a very robust platform. There are many fields and places to input information. Internally (within the organization), you need to be sure representatives have the views they need, and leadership has the correct views they need. We had to edit fields so that it would be easier to review the pipeline and various opportunities. It’s a great system of records for seeing where deals stalled and when it may be more appropriate to reengage.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Problem:
1. Organising all new leads and sales acquisition of new customer within the organisation
2. To track the onboarding progress and stages of each customer with the customised customer pipeline within the organisation
3. To keep record of all sales and leads information such as customer name, contact, email and the interested products
4. To keep record of all quotation and customer purchases within the same platform for easy access
5. To build dashboard to show a holistic view of the sales performance and onboarding progress within the organisation

  • Custom pipeline, allowing us to create our own pipeline according to our business process
  • Integration enablement, multiple tools that are being used within the organisation can be integrated together and reducing frictions
  • Stability of the software, no downtime or error observed up until now
  • Software cost, it could be fairly costly depending on the service and package subscribed
  • User friendliness, it is difficult for a new user to adapt and understand how to use Salesforce Sales Cloud from the beginning without guidance
  • Complex layout, layout could be complex when you have multiple platform created within Salesforce Sales Cloud. It's not so navigating friendly
If you are using Salesforce Sales Cloud to track your sales, onboarding, invoice and quotation, this is an excellent platform to use. It allow you to customised how you want your data to be presented. Either on user based, pipeline based

However, it will be a painful experience if you are using it for support team. Features for customer support is not alot to choose from.
Greg VanStekelenburg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use case is to develop leads int projects and create contact ponts for this purpose. Utilize sales force to keep track of opportunities as they mature from leads into projects. Utilize leads to track and create tasks for the purpose of follow up and continued contact. Tasks are set to pop up on periodic basis as a trigger for contact.
  • Task prompts
  • Tracking of opportunites
  • Tracking of leads
  • Future Task searches when not showing up on list not always easy
  • Reporting can be limited sometimes
Well suited for lead management into opportunities and building tasks around them. Not so good at analytic analysis however we are utilizing the basic version so that may be limiting. Good at being able to set tasks for future however researching open tasks is not always the easiest of functions.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I am using Salesforce.com to create the leads and good prospects for our sales team. Being as a Research Analyst I have to search the leads and maintain the data and update the profile on Salesforce. It is very helpful and helps us to identify the duplicate leads and we can easily merge if any duplication found on Salesforce. Dashboard creation on Salesforce.com is quite easy and easy to understand. Me and my team can prepare the reports on Salesforce in a quick manner and I can say it is very useful for us and helps our research team and Business development team to pitch their clients by using Salesforce.
  • I am very impressed with Salesforce dashboard. It's dashboard provide clear vision of our findings and helps our organization to achieve our goals.
  • Report creation is very easy and easy to learn for new joiners as well.
  • We can pull reports from Salesforce in a very asy manner and can do analysis as per our management requirements.
  • It helps and improve our team in decision making process.
  • It's configuration and setup is complex or I can say it is time consuming otherwise I liked this very much.
Salesforce.com is very useful for me and for my team. With the help of this we can create and generate leads and pitch them by sending them via email campaigns. It's user interface is customisable and we can customise as per our convience and requirements. We can generate 'n' number of reports for our analysis and create dashboard which can be accessible by anyone in our team. We can increase our sales and revenue by using this dashboard. Sometimes I felt that it's customer service is unresponsive and they replied after sending multiple follow ups rest is fine for us.
Soumya Subhadarshi Behera | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
What I like best about salescloud are the possibility offered at personalization and flexibility level, the very high number of apps offered in the appexchange to supercharge your platform and the high security level now offered by the platform and transparency.Also the fact that it could be administered either by non-developer admin or expert dev for more customized features and integrations.
  • Buyer Engagement
  • Enablement & Sales Programs
  • Sales Engagement
  • Sales Analytics
  • Data Cloud
  • Lead Generation
I have found that Salesforce can be customized to do ANYTHING I need from it. Initially, the out-of-the-box experience was not ideal for the unique sales model and workflow that governs our business. It took some time, but after learning the deep capabilities of the platform, I have been amazed at what I can do with it. It has evolved into a tight fitting glove that fits every contour of our business.I'm a huge fan. This is a powerful platform. Do not under estimate Salesforce.
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