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 …
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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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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
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$25.00
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$80.00
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Per User/Per Month
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$165.00
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Per User/Per Month
Entry-level set up fee?
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- $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
- 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
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
Compare with
Reviews and Ratings
(3224)Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
March 18, 2024
Sales force lead to opportunity management
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
34.44444444444444%
3.4
N/A
N/A
40%
4.0
46.66666666666667%
4.7
76.66666666666667%
7.7
30%
3.0
100%
10.0
N/A
N/A
N/A
N/A
80%
8.0
- Utilize base version so it is relatively low cost but limited in functionality
- Positive effect would be difficult to do without
- Would recommend utilizing more advanced versions for higher functionality
Have not really utilized this function. Primarily used more for development of warm leads that are provided from other sources. IE) as a development and tracking platform vs as prospect analytical platform. Can see the ability to use this analytical capability to leverage data how ever it seems very labor intensive.
Briefly used in peripheral nature as part of a call campaign from another company. They utilized it to manage the leads they were sending but I put the info into sales force which we used. Could not use a feed as we have the basic version that does not support integration.
3
Sales for opportunity development. Managing partner to track sales pipeline.
1
Office manager - minimal support needed
- Opportunity development
- Lead tracking
- Task management
- none in particular
- expanding from basic version to allow integration with other products
Not Sure
- Ease of Use
- Other
Cost for basic CRM functions
unknown as was not part of selection process
- Implemented in-house
Change management was a minor issue with the implementation
- unknown
unknown but do not believe we did.
unknown
- Opportunity tracking
- Task management
- reporting
- analysis of open tasks
Yes, but I don't use it
June 03, 2015
Salesforce for Dummies - NOT! Huge tool with huge setup and maintenance costs, not for small organizations.
SF is used across the organization in two orgs I am a part of. It was to attempt to replace the ordering, registration, invoicing, and other forms of course booking and management.
- If you can spend a huge amount of money with consultants tailoring the workflow, it is a good product. Plan on 2-10x the purchase price.
- If properly and simply configured, it is a good CRM with hooks to many other systems. Again, every hook is time consuming and can be fragile.
- Very flexible - to an extreme. So you can program it to do what you need, with either very expensive in-house expertise or consultants.
- Having worked off and on in software development for decades, it is just too complex. That said, integrating point solutions is no joke either. SF tries to automate so many processes it reminds me of a 6 sigma project - 500,000 repetitions is a good mark, you will save loads of time and money. For a small team it is a tremendous time suck. Both the organizations I am familiar with here probably spent way more money that they could possibly have saved. That said, they did not have good guidance in implementation.
- From a database perspective, it is difficult to pull all information. Providing a link to simple tools would save having to deal with the complex reporting system.
25.555555555555554%
2.6
N/A
N/A
20%
2.0
30%
3.0
50%
5.0
77.5%
7.8
N/A
N/A
N/A
N/A
N/A
N/A
N/A
N/A
- Negative in almost all cases, way too much effort for such small businesses. Bad decisions both.
- At some of my other clients, who implemented a regimented inflexible set of rules, it works well. They are much bigger or have many thousands of repetitions.
- Microsoft Dynamics,Sugar,custom Access versions,several others.
Sugar is simple, able to be implemented and adapted by a decent developer, easy to teach, fast to implement.
Microsoft Dynamics is in the middle, all CRM functions, but not the workflow capabilities, need very good developer and configurator, must hire them in.
SF is hugely complex, see rest of review.
I would NOT implement SF or MS Dynamics in a small org, rather do Sugar or a custom other solution.
All. Most use if for CRM for all stages of custom courses (high level), open enrollment registration-payment, and invoicing.
Script genius, database admin, workflow analyst, report writer, business analyst for requirements, project management to handle the hundreds of moving pieces.
- CRM - contact, lead, opportunity, etc.
- Pricing, billing, invoicing, managing receivables.
- Marketing, list management, emails.
- Don't know of any.
- SIMPLIFY so current staff can maintain.
Change management was a major issue with the implementation
Training is more than information on how to do a task or workflow in Salesforce. It is also about *why* they should do their task that way using Salesforce. It disrupted every major process at the center, and so each should have been mapped, discussed, communicated, and prototyped, not just dropped on the staff. They clearly did not want to use Salesforce.
March 18, 2015
Salesforce.com enables org-wide efficiencies
Score 9 out of 10
Vetted Review
Verified User
Salesforce.com is used all across our organization, differently by each department. The sales & account management team uses it to manage leads, accounts, activities, and opportunities. The accounting department has an integration with FinancialForce to build invoices directly from accounts. Customer service uses cases to track customers' needs. Marketing has integrated Salesforce.com with Marketo and tracks campaigns on contacts and leads. Product development uses cases to track development of our own SaaS product.
- Opportunity tracking for sales people. I'm not a salesperson, but I have seen the ease of use Salesforce provides for pipeline tracking. Other features like Forecasting make it easier with multiple levels of sales management to manage individual quotas, or a team's quota.
- Customization. As the Salesforce.com Administrator, I'm often asked to add new fields to make the system more applicable. As is our mantra, If it isn't in Salesforce, it doesn't exist.
- Ease of use. The global search capability is a beautiful thing to find a record with little information to go on. No HTML knowledge is required to build custom objects.
- Contacts attached to multiple accounts. Right now, you can only attach a contact to one account. We have several duplicate contacts because they reside at the corporate level, as well as at an individual branch.
- Better WYSIWYG. I personally loathe the Salesforce WYSIWYG. It's very limited. Obviously, Salesforce is not an email automation tool. But email templates built in Salesforce are so obviously not a regular peer-to-peer email unless the Custom type is built - which requires straight up HTML code, and cannot be edited before sending.
- Outlook integration - It's a nice tool - except for the part where it eats up API calls constantly and there's little customization of how it's used.
47.77777777777778%
4.8
23.333333333333336%
2.3
30%
3.0
N/A
N/A
100%
10.0
75%
7.5
50%
5.0
N/A
N/A
40%
4.0
90%
9.0
- Increased efficiency. Salesforce.com runs a lot faster than our previous CRM. Additionally, using some other tools (like DemandTools), we've been able to cut down on the duplicates created (although there's always room for improvement)
- Better customer service. Our customer service team has been able to offer faster customer service with the use of cases - and easily communicate solutions back to the customer.
- Increased Product Development. Using a case type to track IT requests has worked really well - what the IT department is working on is now more transparent across the organization as a whole. Customer service and sales can more easily share with clients where we are in developing new features. This has been pivotal for our success as a SaaS organization.
- Sage Saleslogix
Salesforce is MUCH better than what we were previously using. For one, Saleslogix isn't a SaaS product - you're completely tied to what PC your user creds are installed on. Second, searching for records is nearly impossible in Saleslogix - you have to exactly type something how it's named in the system, and that's really hard to do when you have some people entering it as "A B C Company" and "ABC Co" - it was very gross and also impossible to manage dupes.
40
Pretty much every department uses Salesforce in some way, shape, or form. Product Development track their requests and product enhancements using Cases. Customer Support uses Cases to track support issues, as well as custom fields for some their processes. Sales and account management use it for lead / customer / sales / forecast tracking. Marketing uses it in conjunction with Marketo for lead & campaign tracking. Management uses it for reporting on pretty much everything.
1
Currently, just me. I'm the admin, so I troubleshoot when people have issues. For the most part, it's more of a process or continual training when we roll out new integrations or processes to improve reporting. We're not a super big company, so for now just one person is needed, and not needed all that often, either.
- Opportunity tracking to know what revenue to expect each month
- Activity tracking - used by every department to improve transparency when you have multiple departments touching the same company
- Lead tracking - this provides transparency for other departments to see into marketing's efforts. It also lets marketing know if the sales department is following up on leads.
- Tracking our own product development with the cases object. We have multiple case types so you can submit a case for another department. This is most heavily used by IT for their tracking, but it's also used to track Salesforce enhancements, like adding new users.
- Building a PTO Request object. While we don't use it now, it was very easy to set up a method of tracking PTO requests & approvals using a custom object.
- The sky is the limit! I'm not sure now, but I can only envision it's going to get better.
Yes
We were previously using Sage Saleslogix. It was server based, so employees were completely dependent on the in house server being up. It also hadn't been updated in a really long time, so it was an old, clunky version. I'm not sure how good the product is now, but we were severely limited on how to search for accounts. I was not on the admin team for that product, so I can't provide a comparison from that aspect, but I can tell you that life got a whole heck of a lot easier once we were using Salesforce (i.e. previously, our IT guy built our reporting tools and opportunity/quoting/order processing function - now all of that we can do very easily with Salesforce)
- Product Features
- Product Usability
- Product Reputation
- Prior Experience with the Product
I think probably prior experience with the product. Our new CEO had us switch to Salesforce because it was a tool he'd seen a lot of success with in the past. Additionally, there was a strong drive to move as much as we could to the cloud, so switching to Salesforce was the first step.
I wasn't involved in this process, so I'm not sure I have any input here.
- Vendor implemented
- Implemented in-house
Yes
Essentially, it was meeting with our partner, Doextra, to decide configurations and how we needed to have it set up to match our unique situation. They configured it for us, let us look at it, then the final phase was importing all of our existing data. That was done at the very end of the process, with a test batch brought into our sandbox prior to uploading everything to production.
Change management was a major issue with the implementation
Looking back, I think it would have been smoother to do training in phases. I think we ended up dumping on employees and they weren't sure how to go from a really old CRM to something as spiffy as Salesforce. Salesforce isn't perfect, of course, but it is definitely much better than what we were working with before.
No
Most of the answers I need, I can find in the user community. The community is really well fleshed out, with documentation from salesforce, knowledge-base articles, and answers.
No
- Creating new records is very easy - depending on org settings.
- Permission sets and/or profiles for different user types are great for designating particular types of users with permissions that other users don't need
- Integrating with other tools. There are so many things to choose from on the Salesforce App exchange - there's just about an app for everything. The ease of installing these of course depends on the app, but I like that there are so many things to integrate to create a one-stop-shop for employees to manage their day.
- Administration. It isn't particularly difficult, but it did require quite a bit of self-learning before I was ready to release Salesforce.com to my colleagues.
- Creating email templates. This is the bane of my existence. Ideally, you want the email template to look like someone popped open a new email in Outlook and typed it out, right? That's really hard to do with Salesforce while still letting the user edit the email before they send it. Probably one of my least favorite things.
- I have to check the API Usage report regularly to make sure we aren't going over our API calls. There's virtually no customization of this report and no way to build one. There are some administration reports (and a few other reports, like HTML EMail Status Report) that are not available to build from scratch, or generate on an organization-wide level.
Yes, but I don't use it
August 09, 2014
Salesforce has a home run on its hands with support they extend to non profits with 10 free licenses....and a stable product
- This is my 6th implementation and the first, where we are deploying the enterprise edition across the entire non-profit. Typically I have deployed in one or two departments.
- After 8 1/2 years the non-profit really needs a database.
- We need efficiency and integration with QB, constant contact, etc.
- We need to create cases and have a method to re-assign work to the right people to respond/handle.
- We want to reduce email. Chatter and groups with chatter will allow us to improve internal and external communication.
- Its easy to add or deactivate users.
- For non profits it is free for the first 10 licenses. This is a $15,000 value of savings and is a great value for free. I prefer to put our resources into an implementation consultant vs paying for licenses.
- Chatter is each, fun and really helps get folks started touching the system.
- Reports are amazing with dashboards which can be sent automatically to folks.
- We named our Salesforce instance. Created a logo, imported it in the system and at our login and are having fun. Avoid calling it Salesforce ...in a non profit the name salesforce is not easily accepted and misunderstood. Making the name align with your own culture is y(our) responsibility.
- I wish Salesforce would create way for corporate and non profits to help each other more.
- + In past efforts increased efficiency by employees and volunteers in the area of customer service has been amazing.
- + Better donor/member/volunteer/ tracking on contributions of time, talent and treasure. Better tracking of what interests donors.
- + Tracking of customer service concerns and our responses are tracked to each customer. Its easy to see how a college addressed and issue. A single place a look creates a calm in any storm and really helps the team to work together.
- - Language in the Salesforce Eco System can be a block to communication.
- + Huge that this is in the cloud. I have never lost data and have used this system since 2005. Its a trusted product.
- BBNC,Telesoa Exceed Premere
- Faster spool up time with Salesforce
- Customer service is great
- Salesforce's user group community is active, alive, and well and works well.
16
This is my 6th implementation for Salesforce and my first throughout an entire company (non-profit).
We are starting with our Customer Service Staff who answers calls and questions. We have implemented a help desk ticketing system and automated solutions.
We have our development team also using this for database and record keeping.
Our CFO is exploring QB
Our Director of Operations is looking into staff scheduling resources
We all use chatter. We have 6 groups set up; quality team, implementation team, Directors team, All FT staff, etc
Marketing department
Membership
Education
We have a volunteer who will help us with reports down the road
We are starting with our Customer Service Staff who answers calls and questions. We have implemented a help desk ticketing system and automated solutions.
We have our development team also using this for database and record keeping.
Our CFO is exploring QB
Our Director of Operations is looking into staff scheduling resources
We all use chatter. We have 6 groups set up; quality team, implementation team, Directors team, All FT staff, etc
Marketing department
Membership
Education
We have a volunteer who will help us with reports down the road
People who want to learn, want to understand the business logic or need do better in Salesforce. Workflows, dashboards, being able to measure your ROI are motivators to some of us and to others can be devastating. My experience is start with folks that will adopt and use it. People who need or appreciate having good tools will become champions. Those who dislike accountability or change may struggle or not even login. Or better yet, they will say I don't have a login (and yes, when we look they in fact logged in. Its all in the willingness to learn and having a positive attitude. The adoption and on-boarding of staff is often the biggest challenge. Salesforce is not just software. It is a platform or ecosystem, fully transparent and can truly help staff and volunteers work together if they believe they want to be amazing. Learned helplessness is often in a culture and so the challenge or root cause is you may have to change who is in the seat if current staff are not willing to adopt and learn and grow.
- Creation of a donor-centered culture- being able to have shared intelligence with all staff, about what our contributors are interested in or what they like is invaluable. One system, one place to look.
- Improved customer service- with a queue so the right staff member is responding and the right tone is being sent.
- No more silos-
- working together is invaluable. Very important. Seeing what is being accomplished and what the challenges are is amazing. Chatter deployment can be very helpful.
- Standard Operating Procedure (SOP's) workflow
- Analytics with our visitors
- Knowing who are repeat visitors means we can have a deeper conversation. Perhaps a membership is a better fit. Or they might like some of the events coming up? Or to get our newsletter.
- Reports, dashboards can be very helpful when developed with the staff.
- Feedback. Surveys, Polls, so helpful to hear what people need and want. Salesforce can improve our ability to listen.
- Innovation- I like seeing what else staff are asking for and wanting. This helps with adoption and also transfers to "we". Can we do this...? Love it...
- Standards Operating Procedures workflow was developed to help with storing SOP's and also confirming the workflow documented in the SOP is approved.
- Quality Team- our consultants idea...they have a chatter group and meet almost weekly and are the testers for him. Its fun to watch people get excited and learn together. My favorite is when they help each other. I can show you,,,,or they clarify with each other...
- We have a contest with our staff on what to name our platform. We are right next to the Dreamlifter operations. The name that won is Dreamsifter. Its very fun and way better than saying check Salesforce. Instead you hear, in Dreamsifter I posted a question about....
- Quick Book integration
- Signing up schools and youth groups including payments for our Education programs
- Adopt a membership app of some sort
- We will learn together...
- Vendor implemented
- Professional services company
We are using a small boutique firm called Buzzbold. The founder Steve Ley has personally lead the discovery phase and we are now in testing and moving to production, Steve spent four days onsite with our staff during discovery. Steve did a great job engaging our staff, having them help call out the needs and identify pains and would be nice to have solutions.
Examples are:
Examples are:
- Data integration (over 2mm data points)
- Standard operating procedures (SOP) storage and workflow
- Case management w/ queues
- Chatter groups
- Custom logo and login
- Email with outlook integration and email templates
- integration with 3rd party systems: constant contact, mail chimp, etc.
- Many other tasks : our RFP was over 20 pages!
Yes
- RFP
- Discovery
- building & testing in Sandbox
- begin to move into Production
- testing/fixing
- evaluation/fixing
- warranty and debug
Change management was a big part of the implementation and was well-handled
We started the organizational restructure of staff which was announced after the discovery visit. Consultant was aware roles, titles and responsibilities were changing with our small team of 15 people.
So far one one new case has emerged as a need (staff scheduling) as a new director needs an improved system/process. Otherwise not many additional items have been identified as of yet.
So far one one new case has emerged as a need (staff scheduling) as a new director needs an improved system/process. Otherwise not many additional items have been identified as of yet.
- Sorry just in beginning phase...