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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…

Read more
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
Read all reviews

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 (239)
    8.6
    86%
  • Opportunity management (233)
    8.4
    84%
  • Customizable reports (231)
    8.2
    82%
  • Workflow management (230)
    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.

7.5
Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

7.7
Avg 7.5

CRM Project Management

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

7.5
Avg 7.6

CRM Reporting & Analytics

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

7.8
Avg 7.6

Customization

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

8.1
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.

7.8
Avg 7.1

Platform

7.1
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

(3228)

Attribute Ratings

Reviews

(1-25 of 315)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
85.55555555555556%
8.6
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
100%
10.0
Quote & order management
80%
8.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (2)
95%
9.5
Case management
90%
9.0
Call center management
100%
10.0
Marketing Automation (2)
95%
9.5
Lead management
90%
9.0
Email marketing
100%
10.0
CRM Project Management (3)
90%
9.0
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
90%
9.0
Forecasting
80%
8.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (4)
82.5%
8.3
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
85%
8.5
Role-based user permissions
90%
9.0
Single sign-on capability
80%
8.0
Social CRM (2)
85%
8.5
Social data
80%
8.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
80%
8.0
Marketing automation
80%
8.0
Compensation management
80%
8.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
65.55555555555556%
6.6
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
N/A
N/A
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
33.333333333333336%
3.3
Case management
100%
10.0
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
50%
5.0
Lead management
100%
10.0
Email marketing
N/A
N/A
CRM Project Management (3)
66.66666666666667%
6.7
Task management
100%
10.0
Billing and invoicing management
N/A
N/A
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
75%
7.5
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
N/A
N/A
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
100%
10.0
Marketing automation
100%
10.0
Compensation management
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
57.77777777777778%
5.8
Customer data management / contact management
90%
9.0
Workflow management
70%
7.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
50%
5.0
Quote & order management
30%
3.0
Interaction tracking
30%
3.0
Channel / partner relationship management
40%
4.0
Customer Service & Support (3)
50%
5.0
Case management
50%
5.0
Call center management
50%
5.0
Help desk management
50%
5.0
Marketing Automation (2)
50%
5.0
Lead management
60%
6.0
Email marketing
40%
4.0
CRM Project Management (3)
46.66666666666667%
4.7
Task management
60%
6.0
Billing and invoicing management
40%
4.0
Reporting
40%
4.0
CRM Reporting & Analytics (3)
50%
5.0
Forecasting
60%
6.0
Pipeline visualization
40%
4.0
Customizable reports
50%
5.0
Customization (4)
60%
6.0
Custom fields
60%
6.0
Custom objects
60%
6.0
Scripting environment
60%
6.0
API for custom integration
60%
6.0
Security (2)
80%
8.0
Role-based user permissions
70%
7.0
Single sign-on capability
90%
9.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software (1)
70%
7.0
Marketing automation
70%
7.0
Platform (1)
20%
2.0
Mobile access
20%
2.0
Gal Avraham | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
88.88888888888889%
8.9
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
83.33333333333334%
8.3
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
90%
9.0
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (3)
66.66666666666667%
6.7
Task management
50%
5.0
Billing and invoicing management
60%
6.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
95%
9.5
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (2)
95%
9.5
Role-based user permissions
100%
10.0
Single sign-on capability
90%
9.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
80%
8.0
Marketing automation
90%
9.0
Compensation management
70%
7.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
95.55555555555556%
9.6
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
100%
10.0
Customer Service & Support (3)
86.66666666666666%
8.7
Case management
100%
10.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
75%
7.5
Lead management
90%
9.0
Email marketing
60%
6.0
CRM Project Management (3)
93.33333333333334%
9.3
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
96.66666666666666%
9.7
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation
80%
8.0
Compensation management
70%
7.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
80%
8.0
Customer data management / contact management
70%
7.0
Workflow management
90%
9.0
Territory management
70%
7.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
73.33333333333333%
7.3
Case management
80%
8.0
Call center management
70%
7.0
Help desk management
70%
7.0
Marketing Automation (2)
N/A
N/A
Lead management
N/A
N/A
Email marketing
N/A
N/A
CRM Project Management (3)
53.33333333333333%
5.3
Task management
80%
8.0
Billing and invoicing management
N/A
N/A
Reporting
80%
8.0
CRM Reporting & Analytics (3)
73.33333333333333%
7.3
Forecasting
80%
8.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (4)
87.5%
8.8
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
90%
9.0
API for custom integration
90%
9.0
Security (2)
85%
8.5
Role-based user permissions
80%
8.0
Single sign-on capability
90%
9.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
80%
8.0
Marketing automation
80%
8.0
Compensation management
80%
8.0
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (6)
75%
7.5
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
N/A
N/A
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Channel / partner relationship management
100%
10.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (1)
70%
7.0
Task management
70%
7.0
CRM Reporting & Analytics (3)
N/A
N/A
Forecasting
N/A
N/A
Pipeline visualization
N/A
N/A
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
N/A
N/A
Role-based user permissions
N/A
N/A
Single sign-on capability
N/A
N/A
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform
N/A
N/A
March 26, 2024

Salesforce

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (7)
85.71428571428571%
8.6
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Opportunity management
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
100%
10.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
100%
10.0
Case management
100%
10.0
Call center management
100%
10.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (1)
100%
10.0
Task management
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
93.33333333333334%
9.3
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
100%
10.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (1)
100%
10.0
Case management
100%
10.0
Marketing Automation (2)
75%
7.5
Lead management
80%
8.0
Email marketing
70%
7.0
CRM Project Management (2)
90%
9.0
Task management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
90%
9.0
Customization (4)
97.5%
9.8
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
90%
9.0
Security (2)
85%
8.5
Role-based user permissions
90%
9.0
Single sign-on capability
80%
8.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
50%
5.0
Marketing automation
100%
10.0
Compensation management
N/A
N/A
Platform (1)
90%
9.0
Mobile access
90%
9.0
Naveen Gabrani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
ResellerIncentivized
Sales Force Automation (9)
94.44444444444444%
9.4
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
90%
9.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
100%
10.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
93.33333333333334%
9.3
Case management
100%
10.0
Call center management
90%
9.0
Help desk management
90%
9.0
Marketing Automation (2)
90%
9.0
Lead management
90%
9.0
Email marketing
90%
9.0
CRM Project Management (3)
90%
9.0
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
90%
9.0
Social data
90%
9.0
Social engagement
90%
9.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
90%
9.0
Compensation management
90%
9.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
Daniel Cano Merizalde | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
41.11111111111111%
4.1
Customer data management / contact management
60%
6.0
Workflow management
60%
6.0
Territory management
40%
4.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
40%
4.0
Contract management
20%
2.0
Quote & order management
20%
2.0
Interaction tracking
20%
2.0
Channel / partner relationship management
40%
4.0
Customer Service & Support (3)
20%
2.0
Case management
20%
2.0
Call center management
10%
1.0
Help desk management
30%
3.0
Marketing Automation (2)
60%
6.0
Lead management
60%
6.0
Email marketing
60%
6.0
CRM Project Management (3)
40%
4.0
Task management
60%
6.0
Billing and invoicing management
20%
2.0
Reporting
40%
4.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
60%
6.0
Pipeline visualization
80%
8.0
Customizable reports
90%
9.0
Customization (4)
80%
8.0
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
75%
7.5
Role-based user permissions
70%
7.0
Single sign-on capability
80%
8.0
Social CRM (2)
35%
3.5
Social data
40%
4.0
Social engagement
30%
3.0
Integrations with 3rd-party Software (2)
40%
4.0
Marketing automation
40%
4.0
Compensation management
40%
4.0
Platform (1)
60%
6.0
Mobile access
60%
6.0
Thiago Santo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
84.44444444444444%
8.4
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
63.33333333333333%
6.3
Task management
50%
5.0
Billing and invoicing management
80%
8.0
Reporting
60%
6.0
CRM Reporting & Analytics (3)
36.666666666666664%
3.7
Forecasting
20%
2.0
Pipeline visualization
40%
4.0
Customizable reports
50%
5.0
Customization (4)
90%
9.0
Custom fields
100%
10.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
100%
10.0
Compensation management
80%
8.0
Platform (1)
30%
3.0
Mobile access
30%
3.0
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
77.77777777777777%
7.8
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
70%
7.0
Opportunity management
70%
7.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
70%
7.0
Channel / partner relationship management
70%
7.0
Customer Service & Support (3)
66.66666666666667%
6.7
Case management
80%
8.0
Call center management
60%
6.0
Help desk management
60%
6.0
Marketing Automation (2)
65%
6.5
Lead management
70%
7.0
Email marketing
60%
6.0
CRM Project Management (3)
70%
7.0
Task management
70%
7.0
Billing and invoicing management
60%
6.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
75%
7.5
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
60%
6.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
60%
6.0
Social data
60%
6.0
Social engagement
60%
6.0
Integrations with 3rd-party Software (2)
60%
6.0
Marketing automation
60%
6.0
Compensation management
60%
6.0
Platform (1)
70%
7.0
Mobile access
70%
7.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
91.11111111111111%
9.1
Customer data management / contact management
100%
10.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
90%
9.0
Quote & order management
90%
9.0
Interaction tracking
90%
9.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
83.33333333333334%
8.3
Case management
90%
9.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (3)
80%
8.0
Task management
80%
8.0
Billing and invoicing management
80%
8.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
87.5%
8.8
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
90%
9.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
100%
10.0
Marketing automation
100%
10.0
Compensation management
100%
10.0
Platform (1)
40%
4.0
Mobile access
40%
4.0
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (8)
85%
8.5
Customer data management / contact management
100%
10.0
Workflow management
70%
7.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
100%
10.0
Customer Service & Support (3)
83.33333333333334%
8.3
Case management
90%
9.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
90%
9.0
Lead management
100%
10.0
Email marketing
80%
8.0
CRM Project Management (3)
93.33333333333334%
9.3
Task management
100%
10.0
Billing and invoicing management
80%
8.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
53.33333333333333%
5.3
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
N/A
N/A
Customization (4)
N/A
N/A
Custom fields
N/A
N/A
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
N/A
N/A
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
N/A
N/A
Mobile access
N/A
N/A
Thomas Young | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
86.66666666666666%
8.7
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Territory management
90%
9.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Channel / partner relationship management
90%
9.0
Customer Service & Support
N/A
N/A
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (3)
90%
9.0
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
93.33333333333334%
9.3
Forecasting
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
90%
9.0
Customization (3)
90%
9.0
Custom fields
100%
10.0
Custom objects
90%
9.0
API for custom integration
80%
8.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
80%
8.0
Marketing automation
80%
8.0
Compensation management
80%
8.0
Platform (1)
90%
9.0
Mobile access
90%
9.0
Faheem Yaseen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
92.22222222222221%
9.2
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
90%
9.0
Interaction tracking
90%
9.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
93.33333333333334%
9.3
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
100%
10.0
Marketing Automation (2)
100%
10.0
Lead management
100%
10.0
Email marketing
100%
10.0
CRM Project Management (3)
96.66666666666666%
9.7
Task management
100%
10.0
Billing and invoicing management
90%
9.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
100%
10.0
Customization (4)
80%
8.0
Custom fields
80%
8.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
95%
9.5
Role-based user permissions
90%
9.0
Single sign-on capability
100%
10.0
Social CRM (2)
90%
9.0
Social data
100%
10.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
90%
9.0
Marketing automation
90%
9.0
Compensation management
90%
9.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
81.11111111111111%
8.1
Customer data management / contact management
80%
8.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
80%
8.0
Contract management
80%
8.0
Quote & order management
80%
8.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
73.33333333333333%
7.3
Case management
80%
8.0
Call center management
70%
7.0
Help desk management
70%
7.0
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (2)
70%
7.0
Task management
70%
7.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
83.33333333333334%
8.3
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
90%
9.0
Customization (4)
75%
7.5
Custom fields
80%
8.0
Custom objects
70%
7.0
Scripting environment
80%
8.0
API for custom integration
70%
7.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
60%
6.0
Marketing automation
60%
6.0
Compensation management
60%
6.0
Platform
N/A
N/A
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
78.88888888888889%
7.9
Customer data management / contact management
90%
9.0
Workflow management
80%
8.0
Territory management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
70%
7.0
Contract management
70%
7.0
Quote & order management
80%
8.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
80%
8.0
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (3)
76.66666666666667%
7.7
Task management
70%
7.0
Billing and invoicing management
80%
8.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
80%
8.0
Forecasting
80%
8.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (4)
77.5%
7.8
Custom fields
70%
7.0
Custom objects
80%
8.0
Scripting environment
80%
8.0
API for custom integration
80%
8.0
Security (2)
85%
8.5
Role-based user permissions
80%
8.0
Single sign-on capability
90%
9.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
70%
7.0
Marketing automation
70%
7.0
Compensation management
70%
7.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
93.33333333333334%
9.3
Customer data management / contact management
100%
10.0
Workflow management
90%
9.0
Territory management
100%
10.0
Opportunity management
100%
10.0
Integration with email client (e.g., Outlook or Gmail)
100%
10.0
Contract management
100%
10.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Channel / partner relationship management
80%
8.0
Customer Service & Support (3)
80%
8.0
Case management
80%
8.0
Call center management
80%
8.0
Help desk management
80%
8.0
Marketing Automation (2)
90%
9.0
Lead management
100%
10.0
Email marketing
80%
8.0
CRM Project Management (3)
100%
10.0
Task management
100%
10.0
Billing and invoicing management
100%
10.0
Reporting
100%
10.0
CRM Reporting & Analytics (3)
100%
10.0
Forecasting
100%
10.0
Pipeline visualization
100%
10.0
Customizable reports
100%
10.0
Customization (4)
100%
10.0
Custom fields
100%
10.0
Custom objects
100%
10.0
Scripting environment
100%
10.0
API for custom integration
100%
10.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
100%
10.0
Social data
100%
10.0
Social engagement
100%
10.0
Integrations with 3rd-party Software (2)
100%
10.0
Marketing automation
100%
10.0
Compensation management
100%
10.0
Platform (1)
100%
10.0
Mobile access
100%
10.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (6)
76.66666666666667%
7.7
Customer data management / contact management
90%
9.0
Workflow management
60%
6.0
Opportunity management
60%
6.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
80%
8.0
Interaction tracking
80%
8.0
Customer Service & Support (2)
70%
7.0
Case management
70%
7.0
Call center management
70%
7.0
Marketing Automation (1)
80%
8.0
Lead management
80%
8.0
CRM Project Management (2)
65%
6.5
Task management
70%
7.0
Reporting
60%
6.0
CRM Reporting & Analytics (2)
70%
7.0
Pipeline visualization
70%
7.0
Customizable reports
70%
7.0
Customization (2)
70%
7.0
Custom fields
70%
7.0
Custom objects
70%
7.0
Security (1)
80%
8.0
Role-based user permissions
80%
8.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
85.55555555555556%
8.6
Customer data management / contact management
80%
8.0
Workflow management
90%
9.0
Territory management
80%
8.0
Opportunity management
90%
9.0
Integration with email client (e.g., Outlook or Gmail)
90%
9.0
Contract management
80%
8.0
Quote & order management
90%
9.0
Interaction tracking
80%
8.0
Channel / partner relationship management
90%
9.0
Customer Service & Support (3)
86.66666666666666%
8.7
Case management
90%
9.0
Call center management
90%
9.0
Help desk management
80%
8.0
Marketing Automation (2)
80%
8.0
Lead management
80%
8.0
Email marketing
80%
8.0
CRM Project Management (3)
86.66666666666666%
8.7
Task management
90%
9.0
Billing and invoicing management
90%
9.0
Reporting
80%
8.0
CRM Reporting & Analytics (3)
86.66666666666666%
8.7
Forecasting
90%
9.0
Pipeline visualization
90%
9.0
Customizable reports
80%
8.0
Customization (4)
77.5%
7.8
Custom fields
90%
9.0
Custom objects
80%
8.0
Scripting environment
70%
7.0
API for custom integration
70%
7.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
80%
8.0
Social data
80%
8.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation
70%
7.0
Compensation management
80%
8.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
March 19, 2024

Great enterprise CRM.

Mark Hautala | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (8)
50%
5.0
Customer data management / contact management
80%
8.0
Workflow management
50%
5.0
Territory management
30%
3.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
30%
3.0
Interaction tracking
40%
4.0
Channel / partner relationship management
30%
3.0
Customer Service & Support (3)
60%
6.0
Case management
70%
7.0
Call center management
80%
8.0
Help desk management
30%
3.0
Marketing Automation (1)
30%
3.0
Email marketing
30%
3.0
CRM Project Management (3)
56.66666666666667%
5.7
Task management
80%
8.0
Billing and invoicing management
20%
2.0
Reporting
70%
7.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
70%
7.0
Pipeline visualization
80%
8.0
Customizable reports
80%
8.0
Customization (3)
70%
7.0
Custom fields
80%
8.0
Custom objects
70%
7.0
API for custom integration
60%
6.0
Security (2)
80%
8.0
Role-based user permissions
80%
8.0
Single sign-on capability
80%
8.0
Social CRM (2)
70%
7.0
Social data
70%
7.0
Social engagement
70%
7.0
Integrations with 3rd-party Software (2)
75%
7.5
Marketing automation
80%
8.0
Compensation management
70%
7.0
Platform (1)
80%
8.0
Mobile access
80%
8.0
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (5)
80%
8.0
Customer data management / contact management
90%
9.0
Workflow management
90%
9.0
Opportunity management
70%
7.0
Quote & order management
100%
10.0
Interaction tracking
50%
5.0
Customer Service & Support (1)
30%
3.0
Case management
30%
3.0
Marketing Automation
N/A
N/A
CRM Project Management (1)
60%
6.0
Reporting
60%
6.0
CRM Reporting & Analytics (2)
90%
9.0
Pipeline visualization
100%
10.0
Customizable reports
80%
8.0
Customization (3)
90%
9.0
Custom fields
90%
9.0
Custom objects
80%
8.0
API for custom integration
100%
10.0
Security (2)
85%
8.5
Role-based user permissions
100%
10.0
Single sign-on capability
70%
7.0
Social CRM
N/A
N/A
Integrations with 3rd-party Software
N/A
N/A
Platform (1)
50%
5.0
Mobile access
50%
5.0
Greg VanStekelenburg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Sales Force Automation (9)
34.44444444444444%
3.4
Customer data management / contact management
100%
10.0
Workflow management
50%
5.0
Territory management
N/A
N/A
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
N/A
N/A
Contract management
N/A
N/A
Quote & order management
N/A
N/A
Interaction tracking
80%
8.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support (3)
N/A
N/A
Case management
N/A
N/A
Call center management
N/A
N/A
Help desk management
N/A
N/A
Marketing Automation (2)
40%
4.0
Lead management
80%
8.0
Email marketing
N/A
N/A
CRM Project Management (3)
46.66666666666667%
4.7
Task management
80%
8.0
Billing and invoicing management
N/A
N/A
Reporting
60%
6.0
CRM Reporting & Analytics (3)
76.66666666666667%
7.7
Forecasting
70%
7.0
Pipeline visualization
90%
9.0
Customizable reports
70%
7.0
Customization (4)
30%
3.0
Custom fields
70%
7.0
Custom objects
N/A
N/A
Scripting environment
N/A
N/A
API for custom integration
50%
5.0
Security (2)
100%
10.0
Role-based user permissions
100%
10.0
Single sign-on capability
100%
10.0
Social CRM (2)
N/A
N/A
Social data
N/A
N/A
Social engagement
N/A
N/A
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
80%
8.0
Mobile access
80%
8.0
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