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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

(1-5 of 5)
Companies can't remove reviews or game the system. Here's why
Vijay Gadigeppa, PMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • Real-time Reports/Dashboards.
  • While the product provides core sales and service CRM capabilities, it does not have the breath of Siebel. Need to purchase Apps for additional functionality. The product works very well for opportunity forecast pipeline planning, but many other things require an add-on application. For example, an additional tool is need by reps to handle quoting. An add-on is also required to handle rep commissioning (Xactly is one obvious choice in this area).
  • Opportunity Pipeline: We have much better visibility into our opportunity pipeline which ultimately allows us to close more deals faster.
  • Completed/Pending Activities: We have customized the system to trigger activities at various points during the sales cycle which helps us manage the process more efficiently.
  • Competitive Data Find. We monitor competitor activity mainly through our call center and log this data in Salesforce.
CRM domain has matured with Salesforce.com. They are now the de-facto leader in this category.
700
Field sales
5
Developers
  • We use Salesforce in a fairly standard way. The primary use is around sales opportunity forecasting. We have multiple franchise businesses that manage their own P&Ls and each of them uses Salesforce to managing opportunity forecasting. These forecasts then get rolled up at the corporate level.
  • Individual sales managers can manage sales pipelines and have visibility into deal details like whether or not a product demo has been given, tracking follow-up calls, deal progress, etc.
  • Marketing analysts are also managing which leads get entered in the system and a lead qualification process. We use Pardot for marketing automation, but have not yet integrated Pardot with Salesforce which means that we do not have a very clear picture of lead sourcing effectiveness.
  • The product is also used to track the installed base.
Siebel to Salesforce.com
Oracle Fusion
Microsoft CRM
  • Implemented in-house
  • Professional services company
We used Sales Optimizer.
  • Self-taught
No. You need in-person training if you want to implement advanced functionality using the Force.com platform; integrating with other back-office applications, etc.
Business processes: We configured the product to conform to our internal business processes. For example, every account needs to be touched by a rep within a certain time window. If there is no activity after that time has elapsed, a flag is set that alerts the rep to contact the account. Similarly, flags are set at various points in the opportunity sales cycle to drive regular action after certain time periods elapse.
Yes
Currently on Unlimited platform which includes premium support.
Support is generally good. They meet the premium support SLAs.
Real-time analytics: With Siebel, we used to export data to Informatica for reporting. Salesforce allows us to report real-time against the data in the system. There are some limitations (no real trend reporting and we can only report on Salesforce data - not external data sources).
Point-&-click Customization (for the most part). It's quite easy to customize the system without any assistance from the IT department. There are many configuration possibilities that do not require any coding skills.
Agile development: Since Salesforce is a cloud-based system, we do not have to test upgrades in a testing environment before rolling them out to production. However, when new features become available, we do need to make sure that our process are still appropriate. It's vitally important to have the right processes in place to get the maximum benefit from the software.
No issues.
  • Oracle ERP
They do support this integration but it's necessary to engage an SI for implementation.
The company was easy to work with. The only real issue is that account managers and customer success managers change every few months which is somewhat inefficient.
We purchased a very large number of licenses and there was scope to negotiate around volume discounts.
Score 8 out of 10
Vetted Review
Verified User
  • Salesforce is great at deal mgmt and forecasting, and as a repository for account information and contact management.
  • Integration of support tickets into CRM view of Account is really useful (rather than having them in a separate system).
  • Ability for Inside Sales to create email templates for one-off sends is also really useful.
  • We tried Chatter, but it never clicked here (or anywhere I've tried to use it). One problem is that the whole company is not on Salesforce, so it's not used across the company. Furthermore, it doesn't have standard chat features like gamification, rewards for chatting, chat search capability etc. The tool just seems to create a lot of distracting noise and was not adopted by Salesforce users.
  • Salesforce can be a bit tough and expensive to customize. You need a sys admin with some stroke to make it sing. The ideal profile for this person is part programer, part business analyst, and part program manager. Without this, the system is always less than satisfactory. The whole argument that Salesforce is a SAAS offering, and therefore services and support are less important is just not trueI feel that Salesforce really needs a services arm.
  • There are many customizations essential to making users of the system productive. For example, I have to create workflows and dashboards to show many of the things we want to know - especially around data maintenance and Business Intelligence. I have to build dashboards for users. - both sales people and execs struggling with what they need to have for it to be useful.
  • The product is really a toolkit rather than a set of capabilities that are ready to go out of the box.
  • Sales CRM tracking allows us to forecast much better than we could without it. We hit support ticket SLAs. We also get some good business analytics (# customers, products sold, customers by industry, deal sizes etc.) out of the system.
It's pretty entrenched, although we are not trying to grow our footprint due to the pricing. It is quite expensive.
Use a good consulting company to help you. I recommend Strategic Growth Inc. (the VP of that company uses to run services inside Salesforce).
100
2
One marketing person and me.
  • We support three primary processes via Salesforce: sales CRM, support cases, and lightweight marketing/emailing for the sales team.
  • CRM: Opportunity tracking; territory management; detailed information about accounts and deals. This is where sales people or Account Managers go for account information.
  • On the support side its simply case management. Opening cases, escalating cases, appending support contracts, etc. The Service Cloud is not a great tool for handling support cases. Not a good support tool. They have tried to build workflows and everything from scratch but it doesn't really work that well.
  • Marketing lite: Inside sales reps use Salesforce for Outlook. This provides them with automatic syncing between Outlook and Salesforce for email and appointment tracking. It provides basic email templates, but is clearly not a real marketing automation system like Eloqua or Marketo.
Spreadsheets
Zoho crm
Sugar crm
Goldmine (back in the day!)

We are an enterprise class company and, as such, need an enterprise-level system. Salesforce is the clear enterprise market leader, and that drove our decision.

  • Implemented in-house
I implemented the system myself. Frankly, I would have liked more help. I expressed dissatisfaction with the process and with the fact that I was not getting any real help from Salesforce, and eventually they assigned me a quality consultant who was excellent at advising on best-practices / features that we might not have considered using etc.

However, I was only assigned this resource because I complained loudly enough. It's not a standard part of their offering.
  • Self-taught
I'd recommend some training for selected heavy users/admins for sure, and then I'd recommend you create your own internal training once you get it customized.
Building custom dashboards mainly.
No
Support process is slow and onerous.

Level 1 tickets mean that you are typically working with an offshore agent who can do little more than enter the ticket information. Getting the ticket escalated up to Level 3 when it goes to a knowledgeable person in the Bay are who can actually answer the question can take several weeks.

One quick fix for this would be to introduce live chat. Salesforce does not offer this currently. 90% of our support issues could be answered in seconds if we were talking to the right person.

The user interface is fine. Figuring out how to do things is not difficult and often quite intuitive. The UI is not really the issue.

The problem is more one of what to do rather than how to do it. As a sales person, it's not obvious what I'm supposed to do - which tasks and in which order. It's a bit like doing your like doing your tax return yourself instead of using a guided product like Turbo Tax that constantly shows where you are via built in workflow.

There needs to be some kind of guidance as to what are common tasks, how to get started. It looks as though Salesforce is aware of this problem since they have now rolled out something called "WalkMe" that attempts to solve this problem.
Sometimes a little slow, but that could be because of our internet connection.
  • 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.
  • Treehouse
We use Treehouse for partner management and our marketing department also uses it for some marketing automation tasks. Leads in SF will be passed to partners through Treehouse, and when deals close, this is registered in Salesforce so that they can be paid.
Not overly easy. Salesforce sales reps have a lot of "in their box" processes and are not so comfortable working with customers that do not really fit that standard use case. It's sometimes difficult to get them to see things through a "use case" lens.
Their standard license terms online have auto renewal and +7% annual increases built in, I'd negotiate that out.
Score 9 out of 10
Vetted Review
Verified User
  • Salesforce is very good at sales processes, forecasting, and customer service.
  • It has deep functionality across the entire sales process. It is flexible enough to model any sales process from lead to forecasting to sales execution (although we supplement it with Marketo for marketing lead generation activities). This is really the Salesforce sweet spot.
  • Workflow and approval process supporting the sales process are less robust.
  • It is quite easy to build approval process in the system, but the required flexibility is not there. For example, during the approval process, there is a hard limit imposing a maximum of fifteen steps. Many of our approval process require more steps than that and we need a bit more flexibility. Another example is approvals: if we set up five approvers, either all five or one can be required to approve. There is no flexibility to change that rule.
  • We do not measure direct ROI
It is intrinsic to our business at this point
260
All
2
Person to write reports, dashboards, front end work Person to do configuration, admin, some minimal programming
  • Sales, Marketing, Customer Service, Order Management, HelpDesk
  • Vendor implemented
  • Implemented in-house
  • In-person training
  • Self-taught
It is very good, just not as available as we would like
Yes, this isn't a bad way to go after you've become familiar with the basics
Yes
It is part of the unlimited package
Response time is often slow, even for system down issues
They have lots of slowdowns on the instance we are on, availability has been very good, but performance has been mixed
We've had quite a few performance problems, from code production to general system response time
  • Zuora, Finance, Marketo, Jira, Remedyforce, Rally
Very deep integration, and not difficult to do at all with Pervasive Data Integrator
Pretty Easy, they are a big company now, with some big company traits, but we still get a good level of overall service
We are pretty standard in our contract.
January 15, 2013

Dominant CRM leader.

Rob Gottschalk | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • We used Salesforce's Sales Cloud, Marketing Cloud and Force.com platform. These are exceptionally well designed with inherent best practice capabilities. Here are some suggestions towards maximizing Salesforce - http://www.saascg.com/maximizing-salesforce/
  • I believe that Salesforce's inherent best practices are strong and the platform enables great flexibility, which can be a double-edged sword. Proper diligence must be given to your internal controls environment, especially around Quoting and linkage to your financial system.
  • Data analytics and snap shots. Most people used a 3rd party tool for this, like Tableau Software or GoodData.
  • Make it easier to track marketing campaign ROI. Campaign to lead is good. You must follow specific procedures during the Lead to Opportunity/Contact & Account conversion process to ensure campaign to opp/contact tie in.
  • I believe the user interface of the online help could be better organized with a cleaner user interface.
  • Data cleanliness (ie - duplicate leads and accounts/contacts). Most people use a 3rd party tool for this, like Cloudingo.
  • Tough to quantify ROI. I can tell you that Salesforce was essential for process management and visibility within our business model. We went live on Salesforce within 2 months. This included a full connection to our website, where people downloading our software would fill out a registration page, which created a lead within Salesforce. Goal was to give our sales reps efficient visibility into New Leads for prompt sales activity. It also enabled us to scale, organically AND via acquisitions.
I would agree with the results of this survey from Jul-2009, "The survey found that 95 percent of customers indicate they definitely or probably will continue to use Salesforce CRM in the future, and 93 percent of customers indicate they definitely or probably will recommend Salesforce CRM to others. In fact, 75 percent of those surveyed have actually recommended Salesforce CRM to a colleague." Salesforce is very sticky. It is very user friendly. A very high % of sales and marketing folks have Salesforce experience, making it easier to improve new hire sales rep on-boarding. A good implementation will help make the sales and marketing functions more efficient and effective. It will give executives visibility into leads and pipeline. These benefits drive higher customer retention.
I believe that Salesforce is the dominant leader to date in CRM. There is a high demand for Salesforce technical resources, with a limited supply of quality Salesforce service providers. Therefore, I started SaaS Consulting Group, a business advisory and technology services firm specializing in Salesforce.com and NetSuite. We have enjoyed healthy growth, collaborating with some of the best companies and people worldwide. We have an excellent group of customers, partners and employees. We are good at applying technologies and best-practice project management to drive measurable benefits quickly. We enjoy learning and sharing best-practice vertical solutions with our customers. We enjoy seeing our customers’ businesses improve and the morale and momentum that goes along with it. http://www.saascg.com/our-clients/
120
Primarily the Marketing, Sales (including Sales Operations) and Product Management teams. Executive level across the board, including CFO for pipeline and forecasting.
3
One business analyst. One technical Salesforce administrator. One integration expert.
  • Marketing campaign management, lead management and opportunity management in a high transaction volume, inside sales and channel environment.
Custom SQL system with very limited Sales and Marketing capabilities.
  • Implemented in-house
  • Professional services company
We implemented Salesforce in-house. In May 2011, I started a Salesforce (and NetSuite) consulting business to help customers implement and/or optimize Salesforce. www.saascg.com
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities. Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly.
  • Online training
  • In-person training
  • Self-taught
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training.
The quality of Salesforce's standard online training is high, but limited by nature as to what it covers. Here are some common online courses - Getting Started: Navigating Salesforce Getting Started: Using the Sales Cloud Getting Started: Administering Salesforce Getting Started with Reports and Dashboards Social Media Goes to Work: Chatter Securing your Salesforce Organization Getting Started with Data.com Getting Started with Force.com Pages (Visualforce) Writing Secure Applications on Force.com
Yes. I know many Salesforce Administrators who are self-taught. These people normally have a finance and/or sales operations focus.
In some cases to reassign existing leads to different sales reps based on the lead's certain supplemental actions.
Yes
We had Unlimited Edition, which entitles you to 24x7 toll free support.
Customer services was friendly. For development objects and for business process adjustments, you are better served by a 3rd party Salesforce consulting partner.
Salesforce delivers standard forms with standard fields with each object (Campaign, Lead, Opp, etc.). By nature, this cloud-based application is relatively intuitive. A proper implementation - the way you add fields, configure forms, assign permissions and develop workflows - can greatly increase usability, enabling each role to efficiently and effectively manage their day.
All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop: Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find: Live and historical data on system performance Up-to-the minute information on planned maintenance Phishing, malicious software and social engineering threats Best security practices for your organization Information on how we safeguard your data
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day." Points per Salesforce - 1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs. 2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers. 3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. 4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed. 5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale. 6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com. 7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements. 8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training. 9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure.
  • 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.
  • In my current role as President of SaaS Consulting Group, my team has done many integrations, including Salesforce with Doubleclick (an Internet advertising solutions company). We are also in the early stages of a Salesforce to Zuora integration.
Not to my knowledge.
Salesforce is very good at Customer Service. Sales representatives are seasoned - some are better than others at addressing business requirements.
Private. Salesforce has such a dominant market share, that it is difficult to negotiate special terms.
Score 10 out of 10
Vetted Review
Verified User
  • Opportunity tracking
  • Contact management
  • Sales forecasting and lead tracking, reporting and analytics.
  • Trend reporting – push stuff to Excel for this. We are not using an analytics package. Salesforce.com does have some abilities now to capture trend data but it’s difficult to expose it and use through standard reporting templates. We pushed that data out into Excel.
  • Ability to shape itself to your forecasting methodology is limited – inflexible – you need to adopt their approach. I am now used to it, but may be problematic for a new user.
  • Better forecasting
  • Better key metric tracking (leads, opportunities)
  • More accurate reporting in general
  • Central repository for all things client oriented
  • Remote access
  • For those on legacy installed CRM apps - some considerations - the rate of innovation in SF is significant; sooner or later you have to pay the piper – your internal development costs will need to increase; the AppExchange marketplace is also valuable.
  • Examples of valuable recent innovation include: they have significantly improved their dash boarding; the ability to join tables/ objects; they have allowed you to start capturing trending data and export to Excel. This was the primary reason we used Cloud9 at my last company – Cloud9 captures and visualizes.
60
1
We don’t have a dedicated Salesforce.com admin but we should. We do have highly experienced past Salesforce.com users in sales management and services. In total, 3-4 people spend a small portion of their time on administration. We also have an outside consultant we use as necessary.
  • Sales
  • Support/customer service
  • Connection points into Finance – finance only uses to feed their own accounting software.
First CRM in use at company.
  • Implemented in-house
  • Professional services company
Combo of in-house and consultants. I used a sales operations/ Salesforce.com administrator from another local high tech company who was moonlighting. There’s an abundance of SF administrators flying around – that’s a key advantage.
We tried implementing ourselvesand my satisfaction with that was a “4”. That increased to an 8 when we got outside help. You should plan on having continuing need for Salesforce administrative help as, even after initial implementation, what you need and want from the product will grow, expand and change with the business Spend some time at the beginning of the implementation to really understand what you want to report on after its implemented. Spend significant time understanding your work flows within departments and between departments. Resist the temptation, and sometimes the pressure, from upper management, to build a system that captures every bit of information imaginable. Remember that much of that data will be input by high paid sales people and it takes a lot of time. So only plan on capturing data that 1) is truly important to the business rather than a curiously 2) that is reportable and actionable and 3) someone in the organization is on the hook for looking at the reports and taking action. In other words, focus on capturing and reporting on KPIs for the functional heads. Technical implementation is one thing but adoption is critical so have a good plan there. It’s important for each user to understand why time spent inputting data helps THEM as well as the “business”. Lastly, for most businesses its important to start capturing data earlier than you think is required as eventually you are going to want to look at trend data that you simply won’t have if you don’t capture it.
  • Online training
  • Self-taught
Sometimes its hard to find the training on what you need, but once you do, it’s usually pretty good.
For the most part we were self taught and everybody knew enough that, in aggregate, we could get quite a bit done. When we brought in consultants to build out deeper functionality or to speed things up, we would have them build training for the sales team that we would jointly deliver.
Salesforce.com has tremendous capabilities and some of that is accessible and usable for simple tasks such as contact management. But to use it for a growing business and have it be at the heart of your reporting systems, you will need to configure the objects, create fields, automate workflows, customize forecasting, build security levels, and configure reporting etc.
No
Not in my current company. We did at my previous company.
I would rate the non-premium support a 6 and the premium support a 9 With the non-premium support you eventually get the answer, but you have to make your way through the level one support guys and it can several days if you are a small client. You may have a problem that is critical to your business but not impacting a lot of others so the level of urgency at Salesforce is, understandably, low. Premium support solves most of that in that you get attention more quickly, the level of folks on problem seem better trained and legitimately concerned about getting it fixed. They aren’t perfect, but its good support.
In some areas it’s pretty easy to customize except for the forecasting module. It’s logical. Its menu system is good, layout is good. It can capture and report on just about any aspect of your business. The only reason its not a “10” rating is that there are areas of the product that you just have to do things their way because of table structures, unchangeable nomenclatures etc. And for a small company without deep in house Salesforce.com administrator experience, getting it humming for business will likely require some outside consulting.
No outages that I can remember. Releases, upgrades, maintenance etc are all routinely planned and communicated via email and when logging in.
I’ve found that the overall response time of the system is vastly more dependent on local bandwidth rather than Salesforce.com system speed. If you have adequate bandwidth at your business, you should be pleased with the response times.
  • 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
  • Intacct - accounting system
Pretty easy but refer to notes above about different services levels.
I didn’t handle final pricing.
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