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…
Salesforce Sales Cloud - A Good Integrated Tool for Sales Teams
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Maximize Sales Productivity with Salesforce Sales Cloud
Salesforce Sales Cloud is a Platform You Need
Salesforce Sales Cloud is an integral tool for our organization
Connecting Sales & Marketing teams with one easy reporting view
Salesforce Sales Cloud still rocks!
Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
Salesforce - if you got complex data flows, consider this.
Salesforce- Helping Sales Originators Do Their Thing!
Salesforce
Where customisation is key, Salesforce exceeds expectations
Salesforce Sales cloud: Powerful CRM for automation and customization
Independent and thoughtful review of one of the larger CRMs in the market
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
- 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
4 videos
Pricing
Starter
$25.00
Professional
$80.00
Enterprise
$165.00
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $25 per month
Features
Sales Force Automation
This is the technique of using software to automate certain sales-related tasks.
- 8.6Customer data management / contact management(242) Ratings
The software acts as a single source for all customer data and enables users to access that data efficiently.
- 7.9Workflow management(233) Ratings
The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.
- 7.5Territory management(186) Ratings
Users can defines salesperson territories based on customer or market characteristics.
- 8.5Opportunity management(236) Ratings
Users can track deals and create quotes.
- 7.5Integration with email client (e.g., Outlook or Gmail)(221) Ratings
Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.
- 7.2Contract management(193) Ratings
Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.
- 7.5Quote & order management(176) Ratings
Users can create, process and fulfill price quotations and sales transactions.
- 7.6Interaction tracking(207) Ratings
Users can log and track all customer interactions through any channel, including social, email, phone and in-person.
- 7.7Channel / partner relationship management(168) Ratings
The software allows for sales, territory, lead, order and account management for partners or OEM relationships.
Customer Service & Support
This component of CRM software automates help desk, call center and field service management.
- 7.8Case management(84) Ratings
This includes incident/ticket creation, routing, escalation, and resolution.
- 7.3Call center management(66) Ratings
This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.
- 7.2Help desk management(68) Ratings
This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.
Marketing Automation
This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.
- 7.9Lead management(216) Ratings
This includes lead generation, scoring, qualification, routing, and nurturing.
- 7.5Email marketing(185) Ratings
This involves the ability to send mass email to groups of people based on particular qualifications.
CRM Project Management
This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.
- 7.5Task management(213) Ratings
This includes the ability to plan, track, collaborate and report on tasks.
- 7.2Billing and invoicing management(60) Ratings
This includes automated invoice creation and billing.
- 7.9Reporting(177) Ratings
Software provides a broad range of standard and the ability to build custom reports.
CRM Reporting & Analytics
Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.
- 7.4Forecasting(206) Ratings
The software helps users accurately forecast sales based on volume and conversion metrics.
- 7.8Pipeline visualization(225) Ratings
Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.
- 8.2Customizable reports(234) Ratings
Users can create reports and dashboards unique to their needs.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8.2Custom fields(226) Ratings
Users can create custom fields to store additional information on standard and custom objects.
- 8.1Custom objects(216) Ratings
Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.
- 8.1Scripting environment(160) Ratings
Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.
- 8.2API for custom integration(189) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
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.
- 8.8Single sign-on capability(197) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8.6Role-based user permissions(203) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Social CRM
This component of CRM software helps companies leverage social media in engaging with customers.
- 7.6Social data(144) Ratings
The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.
- 7.5Social engagement(141) Ratings
The software can facilitate and track engagement with customers via social channels.
Integrations with 3rd-party Software
This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.
- 7.8Marketing automation(193) Ratings
The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.
- 7.8Compensation management(130) Ratings
The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.
Platform
- 7.2Mobile access(208) Ratings
Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Salesforce Sales Cloud?
Salesforce Sales Cloud is used for, and supports:
- Buyer Engagement
- Sales Engagement
- Enablement
- Sales AI
- Sales Analytics
- Team Productivity
- Sales Performance Management
- Revenue Optimization
- Partner Relationship Management
Salesforce Sales Cloud Features
Sales Force Automation Features
- Supported: Customer data management / contact management
- Supported: Workflow management
- Supported: Territory management
- Supported: Opportunity management
- Supported: Integration with email client (e.g., Outlook or Gmail)
- Supported: Contract management
- Supported: Quote & order management
- Supported: Interaction tracking
- Supported: Channel / partner relationship management
Customer Service & Support Features
- Supported: Case management
- Supported: Call center management
- Supported: Help desk management
Marketing Automation Features
- Supported: Lead management
- Supported: Email marketing
CRM Project Management Features
- Supported: Task management
- Supported: Billing and invoicing management
- Supported: Reporting
CRM Reporting & Analytics Features
- Supported: Forecasting
- Supported: Pipeline visualization
- Supported: Customizable reports
Customization Features
- Supported: Custom fields
- Supported: Custom objects
- Supported: Scripting environment
- Supported: API for custom integration
Security Features
- Supported: Role-based user permissions
- Supported: Single sign-on capability
Social CRM Features
- Supported: Social data
- Supported: Social engagement
Integrations with 3rd-party Software Features
- Supported: Marketing automation
- Supported: Compensation management
Platform Features
- Supported: Mobile access
Salesforce Sales Cloud Screenshots
Salesforce Sales Cloud Video
Salesforce Sales Cloud Integrations
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Salesforce Sales Cloud Competitors
Salesforce Sales Cloud Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Apple iOS, Android |
Supported Countries | All |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(3224)Attribute Ratings
- 9Likelihood to Renew56 ratings
- 9.8Availability27 ratings
- 9Performance18 ratings
- 7.6Usability120 ratings
- 5.7Support Rating91 ratings
- 9.1Online Training15 ratings
- 7.9In-Person Training11 ratings
- 1Implementation Rating18 ratings
- 10Configurability2 ratings
- 8.7Product Scalability33 ratings
- 8.2Data Sources5 ratings
- 8.2Data Sharing and Collaboration5 ratings
- 9.3Professional Services8 ratings
- 8.8Contract Terms and Pricing Model9 ratings
Reviews
(276-300 of 374)Awesome Tool for any User!!
- Usability. Salesforce.com provides many different platforms and tools that make it easy to implement into any business model. Even some of the more difficult requirements can be accomplished with the use of customized code and triggers.
- Data Quality. Salesforce.com provides a data duplication check when uploading information into the system making it more efficient and less time consuming for the end users to manage their accounts, contacts, and opportunities.
- User Interface. The Salesforce.com user interface can be customized to fit your desired image. It is also very user friendly and consistent across all pages in the tool, making training and user adoption a breeze.
- Reporting. The Salesforce.com standard reporting tool is lacking some functionality that you can find standard in many other tools. The option to allow a SQL interface for individual users would greatly improve this functionality.
- Dashboards. While the Salesforce.com dashboards are nice and can be customized to a certain extent, there is plenty of room for improvement on the interface, different graphs, and usability across multiple objects.
Salesforce.com has helped unite my company's many departments and business processes
- My favorite aspect of Salesforce.com, which has really opened up a new career for me personally, is how easy it's been to start developing with Apex and Visualforce. I have no programming background whatsoever, and I was able to pick up Apex relatively easily through Google and some trial and error. In under two years, I've gone from never having coded anything in my life, to now writing Apex all day, every day. I've never had so much fun at work!
- This is very general, but I wish Salesforce.com didn't seem so slow sometimes. We get some pretty gross load times, especially in our Sandbox.
Everything revolves around our Salesforce org
- There is a solution for just about anything a business would need on the AppExchange and the platform allows for relatively easy integration with countless cloud products.
- Salesforce grows and changes rapidly allowing us to be nimble regardless of how big of a company we become.
- Innovation is another key strength for Salesforce, the constant releases with new technology advances is a tremendous benefit allowing companies to take advantage of these features many of which directly drive company growth.
- Releasing new features/technology prematurely is an area I think that can be improved. Salesforce has a big release yearly during the time of its big Dreamforce Conference. Most of these releases are really not completely ready for release when they are advertised, it's important that you carefully research these solutions prior to purchase.
- It would be great if Salesforce made their B2C solution a bigger focus. Salesforce allows for Person Accounts to be used for B2C companies however it is never a focus at any of their events and most products and solutions have challenges using Person Accounts.
- Support is average at best, it would be great if they used the innovations and new technologies they advertise to support their own customers.
Great product!!! Always has been...always will be!!!
- Customization of the platform - it's nice that out of the box you can customize Salesforce.com relatively easily enough to meet the needs of your business.
- Ease of Use - it really is easy to use and with all the releases, updates and new features...it gets even easier.
- Marketing - Salesforce has done an outstanding job of marketing it's brand. It is so highly involved in so many facets of our day to day lives we don't even realize it.
- Missing Functionality - I often times see ideas being voted on with hundreds of points over other ideas that get implemented. I know it is a phased approach, but some functionality just should be in the out of the box platform.
- Releases/Training - I feel like the 3 releases each year...while needed, can be a bit too much...it's almost as if once the new release is deployed, by the time I can review all the changes, the next release is out and it changes the last releases functionality. Additional training to assist Admins in learning all the new features would be great...Trailhead seems to be the answer for that however.
- Salesforce1 - while I like it better than the "classic" mobile version...it still needs a lot of work and some of the functionality in Classic was lost with Salesforce1...plus the connectivity is sub-par.
Salesforce Strong
- Custom programming - Salesforce is able to be customized which is a great asset. The ability to create custom objects, visualforce pages, and triggers is indispensable.
- Releases - Salesforce does a great job of communicating upcoming changes and offering training and documentation on the new features.
- IdeaExchange - They allow customers to submit enhancements ideas for the salesforce platform and allow voting by peers. They take these ideas into consideration for upcoming releases.
- Field Limitations - Currently Salesforce only allows 25 roll-up summary fields which can be frustrating at times. I am not sure why there is a limitation on those.
- Dashboards - I would like to be able to customize dashboards more dynamically. Change colors, add more reports, resize as needed, etc.
- Customer Support - I loathe having to call or log a case with their support team. I always receive very dry service and rarely ever have my question answered.
Highly Satisfied with Salesforce.com
- Pricing
- Customer Satisfaction and Customer Support
- Ease of usability
- Value Addition to the Small to Big size companies
- Flexibility of using reports and dashboard with better GUI and that should be within Salesforce. Need not or less to pay for those features rather than buying third party tools.
- More usage of Chatter
- Creating a dumping zone for older spreadsheets/ data in salesforce which should stay intact and can be referred when required.
Salesforce review
- Tracks our client names and location.
- Tracks client product usage.
- Tracks client support usage.
- Creating reports could be more intuitive.
- This product is fairly expensive.
- Steep learning curve.
Salesforce for Dummies - NOT! Huge tool with huge setup and maintenance costs, not for small organizations.
- 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.
- Data Visibility
- Position flexibility (customized page views, access, etc.)
- Workflow (wf rules, validation rules, triggers, dependant picklists, etc.)
- Training resources
- Reporting, only three ways of sorting, can't sort by multiple tiers,
- Emailing
- One contact to many accounts (currently a one-to-one relationship, so physicians that practice at multiple locations must be dealt with with custom development)
- Inventory management
- Mobile interaction (It's usually more efficient to use the mobile app to just navigate to the full site on a phone or tablet)
SalesForce at the heart of our business
- Pipe management for sales rep
- Support cases management
- Account management
- Reporting
- Dashboard
- Flexibility
Great CRM software
- I think Salesforce does a great job of allowing reminders and notes to help with following up on contacts.
- Chatter is a great way to communicate with coworkers through the portal.
- Salesforce is very user friendly in all aspects and is extremely easy to navigate and find what you are looking for.
- I have run into trouble with authorities on being able to edit certain things in our pipeline. It is something that I have worked with my IT department and may just be doing wrong, but some things are now sitting with incorrect information because I don't technically have the authority to change.
Powerful database but clunky UI and high TCO
- The database is very powerful
- The system is very stable and scalable
- Salesforce is the leader in the game, so not going away anytime soon
- Does not provide API out of the box to Professional users and a lot of fixes to Salesforce flaws require paying for the API, and paying for third-party apps, and paying for consultants and admins to help get this set up properly. TCO is much higher than the list price of the license.
- User Interface is very dated, clunky, not user friendly.
- Company is not responding to user requests. On their community forum, you can lots of basic user requests repeatedly made over the years, and no response from Salesforce. Email integration is very poor for instance.
SalesForce is flexible CRM
- Ease of customization.
- Reports are excellent!
- Integration possibilities with large AppExchange community.
- Outlook integration.
- Cost to implement API for custom integration is too expensive for smaller companies.
SFDC Prints Money for Businesses
- Consistent contact with high-value prospects. Keeping a sales staff organized is the highest value for day-to-day users. No longer are spreadsheets used
- Allows for the logging of important actions. All accounts activity can be logged and tracked, allowing for markeitng to run success metrics and create lead scoring to improve roll of cold-calling team.
- Makes me hit my goal. I think this is the most important aspect of Salesforce. It allows me to exceed my quota and that is what makes a happy sales team and company.
- Organization of Salesforce at the lead level, not account, are very difficult. You cannot create umbrella with leads.
- Poor integration with email providers. I am consistently underwhelmed due to the lack of email plug-ins with Gmail.
- SFDC can get out of control. If there isn't a grown-up in the room to actively manage and police it, it can get out of control and lose its value
CRM is never done - Salesforce moves with you
- Provides Sales 360 view of the Account/Contact when conversing with the prospect
- Provides a predictive view of the Pipeline based on actual activities by the prospect AND sales
- Sales personnel have one place for content and correspondence without having to "Cross Applications"
- The UI is dated and becoming cumbersome. The Console is a good start but needs work
- Forecasting: Not configurable, not sophisticated enough for our business. It is simple but not adequate.
Salesforce.com is the best CRM tool!
- Easy to use when query data/ running report
- Tech Support is robust
- Easy customization to fit almost every business processes.
- Salesforce.com does not offer too many different layout or grids on pages, when its come to customizing the "look" of platform, its almost impossible
- Wish they can be more flexible on their Collaborative Forecast module, our business has one additional forecast category and Salesforce.com does not provide room to modify
- Wish we as the system admin can run a report based on each profiles access on each objects across the org.
- Great for gathering and reporting on virtually any type of data. Has a pretty strong search function.
- Flexible in terms of its ability to modify pre-packaged form objects, create new fields, import and export data to other systems, and build conditional rules for gathering and display of data.
- Chatter (if you get everyone to use it - no easy task) does a good job of keeping a running narrative on most any topic - progress on a work ticket, changes to a product, discussions on a sales order, etc.
- Excels at what it was designed for - the sales process. But other functions such as work ticket creation and tracking, product management, etc. are rather forced and clunky. It works, but only with a lot of care and feeding. It can let you do a lot with most any kind of data, but can get weighed down and confusing quickly if your organization has chosen a sub-optimal process and structure for it.
- Needs much more user-friendly and flexible ways of gathering info. It has highly limited functionality/modules for surveys, for instance. Providing easy, attractive, and highly distributed tools for information gathering are essential, but there's a big gap here.
- The ability to alter forms and fields and make rules is necessarily limited - ill-informed users could make a big mess in minutes - but a more user-friendly platform for allowing such changes with an approval/vetting workflow would prevent bottlenecks. If you want to do anything meaningful or the least bit innovative with SalesForce, you need in-house experts, often a team of them.
Salesforce from the user perspective
- Easy to use
- Easy to configure
- Large user community support
- Does not consider hours of operation of their customers when making support follow-up calls.
- Salesforce isn't just a CRM solution, it's a platform. Even if you don't have the time or resources to develop an in-house app, there's likely strong integration with 3rd party solutions.
- Salesforce offers a robust security model. There's definitely a learning curve, but it makes it easy to control who see what for management and reporting purposes.
- The mobile app is very good for Salesforce which allows users to accomplish a lot while on the go.
- The GUI isn't as modern as some of the newer solutions. It requires a lot of mouse-clicking from users to navigate.
- Since it uses a custom language, developers are hard to find and tend to be expensive.
- Cost. While there are some entry level solutions, you can get many of the core CRM features from other solutions for less money.
Still going strong with Salesforce.com
- Salesforce.com is flexible and can accommodate any size company. It is highly customizable and virtually limitless with the development platform. It is a great product, and in my experience, the key to success with Salesforce.com is having people that are dedicated to learning, maintaining and developing the system, with focus on a positive user experience.
- Support for Salesforce.com is incredible. If you don't find what you are looking for in their vast Help & Training documentation, there is a great support community of users where you can search for answers or post your question. Also, a regular web search will return many hits, as well. There are many independent websites that have documentation, code sharing and support forums. But if you need to talk directly to their support team, they are very responsive and I have always had a positive experience with them.
- Salesforce.com is highly available. In the 8 years that I have been using Salesforce.com, I can only recall one time many years ago when we had a problem with the site, and it was resolved relatively quickly. I like that everything is available online and can be accessed from anywhere. This allows for people to work out in the field and from remote offices.
- One of Salesforce.com strengths could also be considered a weakness to some. I think it is great that the product is so flexible and customizable, but that also makes it very complex. It takes dedicated people to manage it. It is an ever-evolving system which is great because it stays updated and constantly improves, but for some it might be hard to keep up with the changes. I know from experience because of the position I was in for many years. I was responsible for the system, but it was not my dedicated role, so many of the updates went unnoticed and we started getting more internal requests to change the way it worked, and eventually we got behind. It's important to have a dedicated team of people, who will be involved with supporting the system, especially with a growing company. It's a wonderful product, but it will not appear so if the appropriate resources are not dedicated to it. You get out of it what you put into it.
Salesforce.com enables org-wide efficiencies
- 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.
Indispensable platform.
- It makes Sales, Marketing & Services Automation so much easier. The ability to customize Salesforce according to our business needs and to get that done in a shorter time-span is the key difference.
- I can't think of anything. It has its tentacles spread across almost all functions in an enterprise and proves to be a very efficient tool, if used properly.
- One area where they could invest more and extend the functionality would be to incorporate a completely native CPQ (Configure / Price / Quote), tool that can leverage the existing functionality of the platform.
Salesforce in Teach for America
- Have a "Recent Items" category in TFACT that allows for easy access of recently accessed items.
- Have separate categories for extracurricular activities, education information, and others with ability to rate each.
- Allow for each individual with TFACT Salesforce access to contact each other with questions or comments of what each other individual added into the database.
- Each individual can have different access to accounts in TFACT Salesforce. This causes some confusion when communicating across people who have different access capabilities.
- Separate "Accounts" must be created for extracurricular activities which is cumbersome when adding multiple activities into one person's account.
Salesforce is a rock solid CRM solution.
- Reporting.
- Custom fields/objects to meet an almost unlimited set of business models.
- App Store has apps that will plugin to Salesforce and deliver everything from electronic contract signing, data deduplication, to icon sets that can be displayed as field values to enrich the experience of users.
- Salesforce1, the mobile platform seamlessly integrates the mobile environment with the custom apps and records housed in the CRM. Better than any I have used before.
- More ability to generate custom rollup summaries beyond the current maximum of 15 fields. Without perfect foresight into future needs of objects that you create, you could find yourself without the ability to create what you need without resorting to APEX coding classes and triggers.
- Reporting integration with their B2B company Pardot and B2C company ExactTarget, both owed by Salesforce.
- Scheduling of joined or multi-block reporting.
- Standard Order and Products objects having the ability to be fully integrated with Accounts object (A full One-to-Many relationship) including master detail relationships.
Great contact management for sales and marketing.
- Salesforce is best at Contact management for sales, marketing and customer support. These functions are pretty much out-of-the-box. It can be easily adapted (customized) to implement many different business processes and controls such as employee onboarding, project management and implementation, customer surveys, defect tracking, and billing, to name a few.
- Out of the box email communication functionality is a weakness. Salesforce is not a mass email tool so notifying more than 250 customers in one batch or more than 1000 in a day is not done natively. Salesforce has said that they are improving their basic email service in future releases.