Robust CRM platform for fast scaling large to enterprise organisations
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past …
Starting at $25 per month
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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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How Salesforce Sales Cloud Differs From Its Competitors
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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
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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
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
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Starting price (does not include set up fee)
- $25 per month
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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:
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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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
Salesforce Sales Cloud starts at $25.
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).
Comparisons
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Reviews and Ratings
(3224)Attribute Ratings
Reviews
(1-25 of 200)Companies can't remove reviews or game the system. Here's why
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past customers. Our sales team have all the information they need to evaluate prospects and leads, to nurture them, convert them and ensure appropriate handover to customer success. Other stakeholders in the company such as executives, finance, marketing and product benefit from the unified data.
- Highly customisable application that organisations can tailor for their use cases.
- Good integrations and powerful features for getting data on from other data sources, transforming the data and integrating it.
- Stable, reliable, mature platform that promises consistent performance.
- The learning curve to use Salesforce Sales Cloud is very steep.
- It is a complex app that will request the assistance of external consultants to ensure it is set up correctly.
- Pricing is expensive.
March 29, 2024
Love this solution!
Score 8 out of 10
Vetted Review
Verified User
We needed to be able to track, in a hybrid work environment, new sales, prospects, former clients, with more enhanced metrics. Sales Force Sales Cloud helps us do that, even when our Sales Reps are traveling, in office, working from home, etc. No one is stepping on each other's toes any longer.
- Great technology
- Excellent mobile app
- great reporting!
- The two factor authentication can be complicated
- So many modules can be overwhelming
- Sometimes there are too many fields within a page.
March 29, 2024
Maximize Sales Productivity with Salesforce Sales Cloud
We use Salesforce Sales Cloud for our daily pipeline leads and opportunities management. Our sales teams are able to track their relationships through activity tracking and prioritization through standard features. Management are able to see an overview of how the sales teams are pursuing leads. Through personalized team dashboards and scheduled reports managers are constantly informed on progress or areas of improvement. All processes in the pipelines are automated through in-house automation tools, from approvals to auto-creating records based on user inputs. It's an easy platform to use once you get to know it and even better if you have an administrator on staff. There are multiple Salesforce consultants to partner up with for the development of the platform to suit specific business needs. The Salesforce support teams are awesome and helpful and there are multiple help articles online to assist with your customization of the platform.
- user access control
- customization of the platform
- integrations
- automation
- more detailed error messages
- updated help articles that doesn't refer to classic anymore
March 28, 2024
Salesforce Sales Cloud is a Platform You Need
We use this to manage relationships with customers and potential clients. It can sometimes take a while to get a client. This allows us to manage the relationship with clients as we develop the business. It also allows us to manage the return customer relationship and to stay in touch with potential return clients.
- Keeping clients information centralized.
- Reminding potential clients contact
- Passing between several different members of our team
- Very comprehensive platform
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
March 27, 2024
Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
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.
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
March 26, 2024
Salesforce
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
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 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
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
March 23, 2024
Sales Cloud is one of those tools that's easy to use and becomes a required part of the business.
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.
March 23, 2024
Streamling Sales Success
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 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.
March 21, 2024
Salesforce Sales Cloud review
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
March 19, 2024
Great enterprise CRM.
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.
March 17, 2024
Great tool for Research and Sales Department
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.
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
February 16, 2024
Great for data management!
Our organization utilizes Salesforce Sales Cloud to manage our clients, track our product stages, and support our sales teams for success. In my experience in the Marketing Department, it is essential to have all of our client information in one place from prospecting to customer experience.
- Customization options through custom objects
- Integrations with other platforms (through Zapier)
- Reporting options
- Easier ability to build flows
- Ability to choose what shows up in chatter
- More reporting abilities within the platform
Score 10 out of 10
Vetted Review
Verified User
We use Salesforce as our source of truth for all of our operational data. This includes product data, marketing analytics, customer data, billing data, sales activities and deal pipelines, along with some other sources. Sales cloud allows us to to connect all of the dots that we need to create a wholistic picture our employees performance, our services performance (SLAs), and as well as how our clients choose to interact with us and our service. By having one source of truth it makes it very easy to drive alignment across department heads and spot trends in the business that may result in leadership wanting to make a pivot. No don't get me wrong, there are many ways to do this, but Salesforce strikes a great balance of powerful software with elegant design for your end users. And when it comes to driving optimization via automation and design, Salesforce has a very intuitive back-end, which can allow you to hire more of a BA background rather than need a true Engineer or DBA to manage it.
- Automation
- Configuration
- Ease of Use
- Integrations galore
- Reporting
- Speed of Lightning Platform
April 17, 2023
Play it safe with Salesforce.com
Use Sales Cloud for most companies to primarily drive their lead to cash processes. My efforts include configuration, automation, process, data integrity, reports and dashboards, and integrations w other tools.
- Provides flexibility for one to customize for any given business and/or sales process
- Many ways to create automation and a good user experience
- Forecasting options continue to grow
- Easily provide ability to manage to quota
- Lightning report builder is a time suck when compared to classic esp when selecting and moving fields around
- Support often skips over the detail provided in support tickets and then calls or emails to schedule a call without trying to troubleshoot first.
- For a long time, help articles did not have last updated date so couldn't rely on info being provided
- They release and hype up new functionality before it is released when it is only half baked and not polished
- The latency to.view recent configuration changes in lightning s just too long. It takes 15 hard refreshes and still sometimes doesnt work.
- Flow error messages are just not intuitive for avg user. Depending on your profile you should have option for simplified error message or elaborate one
- Personally think getting rid of profiles and replacing with permission sets is a terrible idea. We now have to consider 1000 permissions for each user rather than just look at their function
April 17, 2023
The word Sales in the name Salesforce does not do the product justice. It does so much more.
We are implementing Salesforce as an Enterprise CRM solution. Our goal is to have a shared use of data across our university. We currently have several instances that serve different "domains" of constituents including prospective learners (pre-enrollment), current learners (students), and external relations (corporate, employer, community, government). Where appropriate, we share information between the various instances.
- Customization
- Security
- Declarative configuration, coding experience not required for most administration
- nothing. they are constantly improving with input from users.
April 14, 2023
Data handled in the very best way
The software which will automatically provide you all the details from database instead of manual search. We create contents and store it such that it can be accessed easily. All the customer project history is tracked and checked. We use professional version which gives additional benefits. We can login to any other machine and get the track of all data in same server.
- Data management
- Automation
- Marketing
- User interface must be definitely improved
- Customer support needs to be improved
- Customisation requires high skills
April 13, 2023
Salesforce for a 360 customer view
Salesforce is used as CRM by all customer-facing departments including customer support, back office and Sales in addition to Marketing (via Pardot). We use below Salesforce objects: - Leads: to ensure all leads are captured from marketing and handed over to Sales - Opportunities: to track all the different stages until an opportunity is closed won or lost - Cases: using email to case functionality but also from web forms and registering phone calls as cases - Contacts - Accounts - Products and Assets The company used Salesforce across all countries in our division but visibility is country-based. We also use dashboard and reports to keep track of performance and financial KPIs Salesforce main advantage is traceability and transparency. It also enables to have a Customer 360 view
- Traceability on who owns a record and who has modified it
- Customer 360 view allowing easy handovers between departments
- Includes a lot of great functionalities for big companies to enable collaboration
- The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories
- Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor
- Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization
April 07, 2023
My Salesforce.com Perspectives
Our entire sales organization relies on Salesforce.com. It's where we create and view reports, submit orders and use our customer database. We simply wouldn't be around without Salesforce.com. Our Renewals team especially depends upon it to hit our daily goals. We used to use the Classic version, but now use the Lightning version.
- Database Management
- Reporting
- Order Management
- Systems Updates
- Systems Integrations
- Less Complicated User Interface
Tracking projects and maintaining customer information. Salesforce allowed my team to keep pushing sales projects forward even if team members changed jobs, are out of office etc.
- Keeping customer and project information in a centralized location
- Advancing projects through various stages/gates
- Email marketing campaigns
- Easily accessing attachments and sharing within an organization
- Create a learning community within the SF environment that is easy for casual users to access
- Honestly, TrailHead comes across as a lot of advertising / marketing content trying to sell additional modules, rather than an actual educational space