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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

(1-20 of 20)
Companies can't remove reviews or game the system. Here's why
December 02, 2022

The best CRM available

Score 9 out of 10
Vetted Review
Verified User
  • OpenAir - professional services automation tool from NetSuite
  • Eloqua
Open Air – one way data push for project status, opportunities Eloqua - pretty good integration – nothing fancy
Score 10 out of 10
Vetted Review
Verified User
  • Sage Saleslogix
  • BigMachines
  • Echosign
  • Netsuite
  • Boulderlogic
  • LMS
There's a considerable amount of effort that had gone into and still going into integrating some systems. But there are enough tools in the market to successfully facilitate that integration. As far as the depth of integration is concerned, the integration will address standard objects like Accounts, Contacts, Opportunities etc. and may be some custom objects in Salesforce. It's a massive project to integrate systems. But most of the challenges lies at the process level and not the technical feasibility.
Score 8 out of 10
Vetted Review
Verified User
  • Intaact. Tenrox. LinkedIn. iProfile.
Integrations are fairly standard and not too complex. For example, we can log into Intaact (our accounting system) directly from Salesforce and pull data back and forth. Account level billing data etc. data shows up automatically in Salesforce. Similarly for integration with Tenrox, our project management system.

However, these integrations are almost impossible to build without 3rd-party help. Typically, we always need a consultant from the vendor company to help with custom objects / workflows.

I turned on the integration to iProfile myself, because intergration was relatively simple.
January 15, 2013

Dominant CRM leader.

Rob Gottschalk | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Our website. 2) NetSuite. 3) A custom SQL system.
We initially created a custom object for quoting in Salesforce then integrated the transactional (line) item detail with NetSuite. This is very challenging, as you are recreating items, pricing, discounting, etc. Plus, this requires the integration to transfer all of the transactional detail leading to more inherent risk of failure. We redesigned the integration to allow Sales Reps, on an opportunity in Salesforce, to click a button to launch the Sales Rep into NetSuite where they could enter the quote in NetSuite. Order Management could then process approved quotes to Orders and eventually Invoices. We transferred Quote Header (ID, amount, expiration date) information back into Salesforce so that Sales Manager could run Opportunity and Quote reports (ex. which opps have quotes that are expired). Best of all worlds.
Score 8 out of 10
Vetted Review
Verified User
  • SQL Server
  • Fund Management S/W
  • LinkedIn
  • Exchange Server (currently underway)
SQL and Fund Manager integrations are critically important. Exchange integration will also be important (if it works correctly). Integrations work pretty well and were very easy to complete since they are native integrations.
Score 10 out of 10
Vetted Review
Verified User
  • Greatplans - accounting/general ledger
  • Eloqua - marketing automation
  • Crystal Reports - reporting
  • Insight2 (appexchange app)– leads and contacts – overall picture of what activity has been happening – breaks it into nicer GUI
  • LogMeIn Rescue (appexchange app) – “LogMeIn Rescue Integration Services offer you the ability to access your remote support session data through a set of standard web services.”
  • CalendarAnything (appexchange app)- Create customizable calendars for any standard or custom object
  • Boldchat (appexchange app) – Visitor monitoring and proactive chat service
  • NTR support (appexchange app)– When s/o calls in to our call center, enables Salesforce.com to pull up their information based upon their phone number.
  • DemandTools from CRM Fusion (appexchange app) – for data quality management.
  • Avalara (appexchange app) - sales tax calculation
GreatPlains – on a 1-5 scale, the difficulty was a 3.5. We had a 3rd party firm called NexCorp do the integration. They also host Greatplains for us. Eloqua – I don’t really deal with the integration piece too much. The basic integration works. For extensive integration, you need to hire someone or Eloqua services. We hired a firm called Bulldog solutions previously. Right now we are hiring Eloqua professional services to do another piece. Crystal Reports - We used to use directly. It took just as long to pull a report. We use a 3rd party called DBamp which pulls all information from Salesforce.com to a SQL server data warehouse, and then use Crystal Reports for reporting, and RippleStone to schedule crystal reports to automatically run and cache. Cystal Reports. Reports get sent out by email and are viewable online. Avalara – very simple, you just install from Appexchange. We talked to them when we had issues.
Score 10 out of 10
Vetted Review
Verified User
  • Box.net - file storage. When you go into opportunity record, instead of storing the contract in Salesforce.com, we store it in Box. This is a central repository for documents so you don’t have multiple versions flying around.
  • Marketo - marketing automation
Marketo is native integration
Score 10 out of 10
Vetted Review
Verified User
  • Google Apps and Google Sites
  • Amazon S3 - this is our primary storage
  • Box - we use this for individual sharing/ small clusters of teams.
  • ADP Payforce
We are strictly a Google Apps premier shop. Our intranet is built on Google sites. We have been Microsoft Exchange free for 4 years. That was the best thing we ever did. We integrated to Salesforce.com and use the Google Maps API for Salesforce.com data i.e. for mash-ups. We have really contextual Google Maps. We also have an internal tool that allows our CEO to do predictive analysis on where to place VPs. It’s like moving pieces around on chessboard. Google sites is also integrated to Salesforce.com. Visual Force pages act as front-end UI for things like general liability and workers comp. We use it for things like travel arrangements/requests. We are moving to ADP timesaver on demand. Managers use to edit time cards. ADP is our payroll provider and we use them for time and attendance tracking. We use Payforce as a back-end. It is better than what we have, but it is still the back-end. Payforce is a SMB product/payroll service from ADP. It tracks deductions etc, and ADP cuts the checks. Unfortunately they don’t provide API access to the data. Our workaround to is to get an extract file everyday and we use a script to populate Salesforce with the data. We can provide better reporting than ADP folks can through Salesforce. Our team is so mobile, that logging into a web interface can be prohibitive. We do email blast to operators with daily variance. Our company is extremely sensitive to blips in payroll.
Score 9 out of 10
Vetted Review
Verified User
  • Zuora - billing system
  • Zendesk - ticketing system
  • Marketo - marketing automation
  • Data warehouse
  • Box - file storage
  • InsideView (Appexchange package) data augmentation service. Popular among our users.
  • Conga (Appexchange package) – mail merge tool. I am a big fan. It enables you to create a template in Word or Excel merged with data from opportunity and will create a filled out document.
  • Totango (Appexchange package) – a quoting tool which replaced Drawloop for us.
  • Xactly (Appexchange package) - sales compensation
  • AppBuddy (Appexchange package) – it's like grid app. It's a good productivity saver.
Zuora – 2-way integration. The product catalog is defined in Zuora and pushed to Salesforce.com. - The creation of orders occurs in Salesforce.com using Zuora data (largely customized) . A whole lot of process flow is enforced, in terms of what fields get populated in an opportunity – that’s heavily customized. The order form generation itself is heavily customized using Conga. It took a developer to do this. The level of integration work required was undersold by Zuora. Zuora is also the point of integration to Netsuite. An order is initiated in Salesforce.com using product data from Zuora, the subscription pushed into Zuora which is master for subscriptions. It sends the information to our product to say light it up, and adds account to Netsuite. Zuora generates invoices, do all accounts receivable in Netsuite. Zuora sells out of box integration to NetSuite that uses Boomi – we don’t license Boomi. Zendesk – pushes data in Marketo - out of the box integration Datawarehouse – export from SFDC Box.net – out of the box integration
Score 9 out of 10
Vetted Review
Verified User
  • SAP ERP
  • SAP Data warehouse
  • Marketo (marketing automation)
SAP ERP – accounts (2-way), quotes (1-way). SAP Data warehouse - opportunities go to SAP business warehouse – used for lead to revenue analysis, pipeline trend analysis, split regional credit (e.g. between design + fulfillment partners), backlog. We used Biztalk for integration to SAP. I would rate the project a 7-8/10 on the difficulty scale – it was pretty hard. Marketo – leads from web flow into Marketo and then into Salesforce.com to determine territory, before leads dispersed to reps. Salesforce.com is a Marketo out of the box integration so it was relatively plug and play. The complexity was defining our rules and determining how we would send an update.
Score 9 out of 10
Vetted Review
Verified User
  • Apttus - Pricing/quoting
  • Docusign - electronic signatures - attempted, not fully implemented.
  • Data.com/formerly Jigsaw, LinkedIn, InsideView, formerly Hoovers - data augmentation
  • Eloqua, Marketo - Marketing Automation. We were using Eloqua but switched to Marketo.
  • Mindjet deal navigator and People Maps - account/connection mapping
  • Cloud9 - analytics - not longer using
  • Clarizen and previously DreamFactor - project management/ professional services automation
  • Oppdots - reporting
  • Boomi - middleware to pass data to Netsuite
Installed packages on appexchange are generally intuitive. Boomi (which we use to integrate to NetSuite) has been a struggle: - The core challenge is that one system used for one thing, and the other for another. - It is difficult for one system to claim dominance over the other. - An account in one system (i.e. NetSuite) not the same in other (Salesforce.com). - Our integration did avoid double entry, but led to complications due to these reasons
October 25, 2012

Love the AppExchange.

Score 9 out of 10
Vetted Review
Verified User
  • Phone system - Shoretel
  • Chat - ATG from Oracle
Shoretel - we have attempted this but it’s not currently operational. The way it should work is that when phone rings, it opens a case, auto populates information (e.g. recognizes customer number), and gives a support rep the ability to call back out from the case. We abandoned the project as the integration didn’t work . Shoretel insisted that we use IE7 and nobody wanted to downgrade their browser. Shoretel is behind the times on software and that’s pretty critical. ATG - integrated using an iFrame. We will however be moving away from ATG and are looking at the webex chat tool since that’s the company standard now. It’s important as 25% of inbound cases come in from chat compared to 15% from phone.
October 25, 2012

Almost perfect!

Score 10 out of 10
Vetted Review
Verified User
  • Cloud9 - analytics/forecasting tool
  • Echosign
  • Marketo
  • Boulder Logic (reference tracking system)
  • Big Machines
  • Lots of home grown/custom stuff
Cloud9, Echosign and Marketo were plug-ins
Score 8 out of 10
Vetted Review
Verified User
  • Eloqua (marketing automation)
  • Hoovers (AppExchange data augmentation service)
  • Box (AppExchange online file storage tool)
  • SalesClarity (AppExchange sales forecasting for B2B sales managers)
  • CountryComplete (AppExchange free tool to auto-complete, validate, standardize and correct your country fields)
  • Cloudingo from Symphonic Source (AppExchange de-duping tool)
  • Customer Stories (AppExchange app - to quickly find success stories, competitive wins, and sales references)
  • Adobe Echosign (AppExchange e-signature tool)
  • Xactly (AppExchange app for sales commissions/performance management - just now deploying)
  • CampaignerCRM formerly known as Landslide CRM (sales process tool)
The AppExchange apps are all native and hence simple to integrate. We have very strong integration with Eloqua. The sales force only use Eloqua through Salesforce.com Everything ties back to Salesforce.com. The integration implementation was a little bit complicated, but our marketing director was a single point of contact and we had to do a little bit of customization on the Salesforce.com side. It maybe took a week or two to map everything and ensure alignment.
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