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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 …
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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

(176-200 of 374)
Companies can't remove reviews or game the system. Here's why
Gary Kawamura | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Great way to manage accounts
  • Great way to see previous account activity on accounts
  • Great way to track opportunities and deals in an account
  • UI can be a little confusing as opposed to old version
  • Overall, Salesforce can be challenging to navigate if you're a new user
Tyler Grudowski | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • The Salesforce App Cloud keeps track of so much different information, and lets me keep organized with all of our different customers.
  • I am able to run all kinds of different reports that show various demographics of my customers to help in figuring out different marketing approaches.
  • There is a huge help network that you have easy access to when trying to use features that I am unfamiliar with.
  • The email extension from Salesforce is fantastic. It shows you when people open your emails and other data about the email.
  • Some of the features that are in the cloud app are very hard to use and take a lot of work to figure them out.
  • The email extension frequently logs out by itself and I have to continuously log back in.
  • I wish there was a feature so that you could sync a Google contacts account to the Salesforce App Cloud.
Andrew McClean | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • MANY options - ability to customize it to our specific problems, and even create custom consoles and views that are most helpful for our team,
  • VERY reliable. Have yet to have any crashes or losses of data,
  • Customizable - so far most issues that we have had have been things that have options to improve and fix. Its a very moldable software.
  • Number of clicking
  • Too many windows opening - gets a bit jumbled
  • Reports are far too difficult to customize. Not intuitive
Bill Boykin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • The organized views quickly break down the records, no matter how large, into easily digestible pieces.
  • The links to other pages inside Salesforce Lightning are easy and quick to use.
  • The details available are precise.
  • The link to Sales Dialer could be more seamless.
  • New users seem to be overwhelmed learning the system's details.
Kevin Knudsen | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • By providing our sales team with real-time metrics we're better able to know what's working.
  • Having an organized place to keep track of leads and understand where those leads are coming from then putting them in campaigns based on the data we organized from Salesforce is invaluable.
  • I love the fact that Salesforce is in the cloud and provides access from anywhere.
  • It's easy to manage a team through dashboards and analytics that can help us hit our goals.
  • We've worked hard to understand what's going to close sales, so we've developed reports from Salesforce that put us in a stronger position to make better business decisions.
  • At times Salesforce has so much data that it can take a long time to load.
  • If you don't have the right metrics in place then Salesforce will be providing data that may be fluff that doesn't help you make the better business decisions.
  • Constantly revising the contacts within Salesforce is very difficult. Pulling in a mass number of leads is very simple, however, to edit and keep tabs on all those can be a tedious process.
  • There's a slight learning curve with the Salesforce App.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
  • Track customers/students via an individual object: via lead or contact, but not by tracking them via both.
  • Compare the performance of your team members via reports and dashboards.
  • Limit permissions of people or groups of people.
  • It’s hard to run reports or create working “views” for customer-focused teams that include both Leads and Contacts in the same report.
  • Some fields do not map from Lead to Contact object. When a customer/student transitions from application to acceptance, some dropdown and fill-in fields completely disappear from the student’s page in Salesforce. Every version of Salesforce I’ve used has this problem.
  • Salesforce overall is clunky and confusing for the average user. We require thorough Salesforce training for new hires on all teams because it’s not user-friendly or obvious what to click on to achieve a specific task.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • The Salesforce Lightning user experience is definitely an upgrade from classic. It makes it much easier to see multiple accounts, leads, etc.
  • When implemented properly, Salesforce has some great reporting capabilities to better understand and improve upon the sales cycle and process
  • With many different integration capabilities, Salesforce has a lot of potential to be a single platform for an entire organization.
  • The migration between classic and Lightning is not the simplest, and has a lot of possibilities to cause confusion for those who are used to the classic version.
  • Salesforce provides a lot of customization options, which in theory is great, but can also lead to a messy organization that can quickly become very expensive to try to maintain.
  • The support available for Salesforce leaves much to be desired. Although they have many educational resources, because every instance of SalesForce is different, it would be better to have someone who you can speak with and can actually help troubleshoot.
Lex Zamudio-Meza | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • Great system for reporting.
  • The ability to track entries and audit information is great.
  • The automated email of the daily company dashboard was very helpful.
  • Salesforce has a lot of extras available, but I recommend having someone very familiar with Salesforce implement and audit that it's working properly
  • Software updates can be a bit troublesome
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Chatter-- access important notes
  • Opportunities-- Can see where more work needs to be done
  • Notes-- What does Client need and want
  • Needs to load faster
  • Needs to send more push notifications
  • Needs to integrate with social media
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • It's easy to find accounts in the application - for that I am grateful!
  • Most of the issues we have are clearly user errors and not problems with the application itself.
  • I don't find Salesforce to be terribly intuitive. That is my main complaint. But, to be fair, I don't use many of its functions myself and it may just be me that is the problem (though I am unsure).
Score 4 out of 10
Vetted Review
Verified User
Incentivized
  • A simplified, clean user interface.
  • For me, the setup is more organized than before.
  • The assistance feature on the home page is a nice touch.
  • Lightning doesn't seem a customizable as the classic version.
  • Overall, the biggest change is simply the UI. Other than that, it doesn't motivate you to switch over if you prefer the classic version.
  • Not all integrations with Salesforce are Lightning-ready.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Very helpful to have the lightning layout to create quick data intake while agents are on the phone.
  • Nice drag and drop features.
  • Mobile friendly.
  • Lightning pop-up form's size is fixed and is not flexible enough.
  • When you update the report that links to a chart, the chart doesn't automatically update accordingly.
  • Not all apps work in Lightning - for example, Salesforce's own LiveMessage only works in classic.
Yvette Montague | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Keeps you up-to-date on your accounts. There's a great News feature that shows the latest PR or articles about companies in your database. There have been times where I was about to hop on a call only to see the company was recently acquired or recently implemented a company wide-marketing solution. Fantastic intel and save me searching for it.
  • I love the Google address search feature. If I put in the street information, Google will populate the city, state, zip and country. A great time saver when I'm adding new prospects.
  • The Gmail integration is fantastic. It lets me quickly add prospects who contact me via email. It's pretty good at reading signature lines to populate the basic name and contact info.
  • I find the new report builder more powerful when trying to build cross-object reports. Plus I love that you can email the nice new dashboards.
  • On occasion, Lightning will throw out random errors. The errors can usually be fixed by refreshing your browser but the problem is that when you refresh, you lose the work you just entered. It doesn't happen often, but when it does, it's a real pain.
  • Not all of the Classic features are in Lightning. An example is the recycling bin - you need to switch to Classic to access it. Another example is Joined Reports.
  • I wish there were more out of the box page layouts available. It would be nice to have a three-column page layout in some sections or have a drag and drop page builder. The page layout function needs to be revamped.
  • It would be great if it were easier to add custom metrics in reports (for example formulas or baseline numbers) that could be reused without having to build fields.
Matthew Finneran | TrustRadius Reviewer
Score 4 out of 10
Vetted Review
Verified User
Incentivized
  • It's a nicer UI. They started doing some good Js stuff
  • The mobile implementation isn't bad
  • I like how, by using it, you have to click less than with classic. They implemented enough pop-up boxes where you can get some quick things done without the page refreshing each time you click like on classic.
  • Reporting - lots of stuff wrong here.
  • Overall I think SFDC sacrificed some functionality for ease of use. They hid some things whereas before they just splayed all info out on the page, and now there are more tabs etc
  • Wish they wouldn't force everyone to use it so much. Just make your product something people want to use instead of something they have to use.
Brian Hopper | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • Mobile friendly - the app is pretty solid
  • Visually pleasing compared to classic.
  • A bit more intuitive as you can adjust or edit things much easier in Lightning vs Classic.
  • Some of the flows are....weird. Example - if you are deleting a task or event, it takes you back to the previous page you are on and doesn't stay on the current page you are on. If I'm on an account and use the option to delete the tasks (without clicking into it) it will take me to the search screen.
  • The Activities section doesn't show enough detail. it shows the date you called, but not the TIME that you called. In sales, knowing the time is huge.
  • If you have integrations with other software and you go to edit a page, the selected edit box will jump around randomly and you will end up typing in the wrong area.
Iryna Orliuk | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Large possibilities for customization
  • Lightning Experience is very user-friendly and pleasant to use
  • Great functionality spectrum
  • Integration with third-party products
  • Great variety of additional applications
  • Available for mobile for basic usage
  • If there is a lot of data in your organization, it may take a bit to load the page
  • Sometimes navigation can be confusing
  • Some features are available only on Lighting or Classic Experience
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Easy to manage the sales funnel and get helpful insights from their data visualization and collection.
  • Navigating the newer vs the older interface can be a bit of a challenge.
  • A great way to store information so that you know what kind of contact you have had with a given organization or lead
  • There are a lot of great features that are very difficult to find in the new layout.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • It helps large team manage long sales processes with a large amount of detail.
  • It is very stable and is always available.
  • It can be customized with a wide array of 3rd party applications, some of which we use.
  • Currently they are trying to migrate customers from the classic edition to the new "lightning" edition. Each one has advantages. Lightning looks a lot better but not all workflows transfer seamlessly.
  • It now forces you to log in to lightning, so if you want to use classic you always have to open it in lightning first and start over.
  • It is challenging to cleanse and update the data used in Salesforce -- but this is not the fault of the program. It is inherent in the business model where data changes daily. But they can do a better job of assisting companies in doing that without overcharging.
Sarah Van Sciver | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Boosts our productivity.
  • WYSIWYG interface.
  • Customizable snapshots, reports, and home screens.
  • Linking multiple systems is great but inconsistent across platforms.
  • Application building requires more work than we anticipated, not as simple a solution as we hoped.
  • Miss some features of other earlier versions.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • Sleeker interface
  • Better search functionality
  • See more of the information you need and less of what you don’t
  • Customizable
  • Doesn’t work well with some of our custom objects
  • Admin functions still require Salesforce Classic
  • More difficult to customize reports
  • Really need an entire staff role solely dedicated to it for optimization
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • Allows for powerful business intelligence chart/graphs
  • Great sales tools like Kanban views
  • The User Interface is easy to use
  • Missing some of the functionality in Salesforce Classic
  • Takes some time to get used to if you have been using classic for a number of years
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