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Salesforce Sales Cloud

Salesforce Sales Cloud

Overview

What is Salesforce Sales Cloud?

Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that…

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Recent Reviews

Salesforce

10 out of 10
March 26, 2024
Incentivized
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline …
Continue reading
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 31 features
  • Customer data management / contact management (242)
    8.6
    86%
  • Opportunity management (236)
    8.5
    85%
  • Customizable reports (234)
    8.2
    82%
  • Workflow management (233)
    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.

7.8
Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

7.4
Avg 7.5

Marketing Automation

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

7.7
Avg 7.6

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.

7.5
Avg 7.3

Integrations with 3rd-party Software

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

7.8
Avg 7.2

Platform

7.2
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

(3224)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
Greg VanStekelenburg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use case is to develop leads int projects and create contact ponts for this purpose. Utilize sales force to keep track of opportunities as they mature from leads into projects. Utilize leads to track and create tasks for the purpose of follow up and continued contact. Tasks are set to pop up on periodic basis as a trigger for contact.
  • Task prompts
  • Tracking of opportunites
  • Tracking of leads
  • Future Task searches when not showing up on list not always easy
  • Reporting can be limited sometimes
Well suited for lead management into opportunities and building tasks around them. Not so good at analytic analysis however we are utilizing the basic version so that may be limiting. Good at being able to set tasks for future however researching open tasks is not always the easiest of functions.
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
  • 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
Salesforce does provide the ability to manage customer relationships and assists you on keeping opportunity development on track. Have experience some difficulty in being able to create effective reports however this may be due to version that we are utilizing. Also would like to be able to manage tasks that are not current more effectively.
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
Relatively low cost and performs needed functions
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
Have not contacted
unknown but do not believe we did.
unknown
Pretty basic to utilize and fairly intuitive. Really learned by just getting in and using the product. Can be a little hard finding some of the functionality in the different areas but once you play with the system a while you get past that issue. list display could be a little easier to manipulate.
  • Opportunity tracking
  • Task management
  • reporting
  • analysis of open tasks
Yes, but I don't use it
Score 10 out of 10
Vetted Review
Verified User
SFDC is currently used by my organization to track all aspects of the sales cycle and is instrumental in forecasting for the overall health of the business. Not only do sales touch this tool on a daily basis, but the finance, marketing and legal touch the platform frequently to help streamline work processes.
  • Customizing to suit your sales organizations needs
  • Extreme detail in pulling reports that are pertinent to individual reps as well as the entire business
  • Seeing how company is faring month to month with sales
  • It would be helpful to have better calendar integrations as well as 3rd party integrations.
  • Upon selling the platform to a business, having some preset reports/dashboards built out for reps from the get go.
SFDC is best suited for a sophisticated sales team that understands the need to log daily activity and are quick to adopt such tools to achieve that goal. This type of activity will allow for better forecasting for the business and hold the reps accountable. It is less appropriate for teams that are extremely small due to the price tag.
Sales Force Automation (9)
64.44444444444444%
6.4
Customer data management / contact management
100%
10.0
Workflow management
100%
10.0
Territory management
80%
8.0
Opportunity management
80%
8.0
Integration with email client (e.g., Outlook or Gmail)
60%
6.0
Contract management
70%
7.0
Quote & order management
N/A
N/A
Interaction tracking
90%
9.0
Channel / partner relationship management
N/A
N/A
Customer Service & Support
N/A
N/A
Marketing Automation (2)
40%
4.0
Lead management
80%
8.0
Email marketing
N/A
N/A
CRM Project Management (2)
90%
9.0
Task management
90%
9.0
Reporting
90%
9.0
CRM Reporting & Analytics (3)
96.66666666666666%
9.7
Forecasting
100%
10.0
Pipeline visualization
90%
9.0
Customizable reports
100%
10.0
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)
85%
8.5
Social data
90%
9.0
Social engagement
80%
8.0
Integrations with 3rd-party Software (2)
N/A
N/A
Marketing automation
N/A
N/A
Compensation management
N/A
N/A
Platform (1)
30%
3.0
Mobile access
30%
3.0
  • SFDC has helped keep the sales team on top of their goals and show their measured success or failures.
  • It has allowed our organization deeper insights into individual activities which help with annual employee reviews.
  • It has given our finance team in-depth knowledge of expected revenues that should flow in which allows for better forecasting to investors.
Salesforce is far superior in my opinion as it has more functionality and has been around a lot longer. The only drawback is Salesforce is also more expensive, but the various uses for SFDC immediately outweigh the cost since it allows all aspects of your business to be on the platform and monitor performance effectively.
Navan, Google Hangouts (Classic)
Its very user-friendly and most items can be navigated very quickly if you have some time to explore what it has to offer. Their help section is also very useful in answering very common questions.
I have never contacted support
398
Track performance and deal pipeline
2
Extreme proficiency in SFDC and know every in and out.
  • Pipeline management
  • forecasting
  • Account management
  • Contacts
  • N/A
  • Contract signing
It is superior in usage and usability and matches what my organization needs.
No
  • Product Features
  • Product Usability
  • Product Reputation
The product needed to match what my organization needed. SFDC matched all aspects for our demand and supply business perfectly.
I wouldnt
  • Implemented in-house
  • time it took from start to finish
n/a
No we did not as we have in house SFDC person
No
N/A
  • Gmail integration
  • Calendar integration
  • N/A
Yes, but I don't use it
Bonnie Hilory | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  1. 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.
  2. After 8 1/2 years the non-profit really needs a database.
  3. We need efficiency and integration with QB, constant contact, etc.
  4. We need to create cases and have a method to re-assign work to the right people to respond/handle.
  5. 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.
I adore using and working in the Salesforce Eco System. Importing data for non-profits can be tricky to align accounts and contacts correctly. It's a lot of manual work. Ask about how the de-duplication will work.
  • + 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.
reliable, dependable, trusted, community based, helpful, flexible

I love Dreamforce (annual Conference in San Francisco).
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
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:
  • 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.
  • Sorry just in beginning phase...
Its the end of June. We won't be complete until end of summer
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