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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

(1-25 of 117)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our sales team has been using Salesforce Sales Cloud for a while and it helps to organize all the sales deals, prospective clients, and client pipelines under one umbrella. The team members have been working in silo and the sync happened between the members during the standup calls and other sync-up calls before using Sales Cloud. This caused a delay in the sales processes, but now everyone is synced up automatically through the dashboard provided by Sales Cloud.
  • Holds contacts of all the customers, prospective clients and others and helps in organizing group emails.
  • It holds the history of purchases of all the clients, so no separate document maintenance is needed.
  • The daily alerts that have been setup reminds about the upcoming calls and processes
  • Sales cloud provides the sales forecast data but could be better if it has good charting functionalities.
  • Email templates are missing some fonts.
  • If Sales Cloud integrate LinkedIn data about the customers, that would be great.
Salesforce Sales Cloud is very appropriate for companies with multiple members distributed across the globe in the sales team. It automatically unifies all the work that has been done by various teammates and thereby the teammates are not oblivious about what others have been doing.

If the sales team is small or not distributed, and the sales pipelines are not big enough, then Sales Cloud might not be a good fit.
March 29, 2024

Love this solution!

Score 8 out of 10
Vetted Review
Verified User
We needed to be able to track, in a hybrid work environment, new sales, prospects, former clients, with more enhanced metrics. Sales Force Sales Cloud helps us do that, even when our Sales Reps are traveling, in office, working from home, etc. No one is stepping on each other's toes any longer.
  • Great technology
  • Excellent mobile app
  • great reporting!
  • The two factor authentication can be complicated
  • So many modules can be overwhelming
  • Sometimes there are too many fields within a page.
It's terrific for situations when our Sales Reps are on the road, and need to notate an account, assign tasks, etc. It keeps our business processes moving forward with excellent accountabilities. I find it very helpful too when you are in a growth phase, and have several new hires that need to be trained.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use this to manage relationships with customers and potential clients. It can sometimes take a while to get a client. This allows us to manage the relationship with clients as we develop the business. It also allows us to manage the return customer relationship and to stay in touch with potential return clients.
  • Keeping clients information centralized.
  • Reminding potential clients contact
  • Passing between several different members of our team
  • Very comprehensive platform
We have a client with offices in US, UK and Europe. This allows us to manage contact with the various groups and to stay in touch with each of them. It allows us to have our team up to date on the latest developments in the client group. We know wat has been happening said or suggested. There is no need to “start from scratch “.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud for our CRM and customer relationship management; all of our hand raisers and marketing leads go into Salesforce and are tracked through the entire cycle. We share access with Sales and commercial teams - it helps allow full visibility within the entire commercial part of our wider global business, in all markets, to see what's going on with every single potential prospect or existing client in the database. It shows all email marketing and sales engagement touchpoints, and it helps us to report on all of the quality of our leads, so we can then better inform our marketing lead scoring model in the rest of our tech stack. Salesforce Sales Cloud also connects to all of our other sales and martech stack to allow for seamless integration and reporting across the entire customer experience and funnel. Our B2B business really appreciates having this full funnel visibility at all times, so all teams can tap in and understand the wider company.
  • Connects sales and marketing
  • Shows a view of the customer journey touchpoints
  • Allows for better lead reporting
  • Helpful dashboards
  • Integrates well with other tech stack
  • More marketing touchpoints tracked
  • Allow for tracking of multitouch attribution
  • Less complicated dashboards
  • More straightforward training
Salesforce Sales Cloud is, in my experience, well suited to large B2B businesses who are driving demand and lead generation, and tracking customers through the funnel. It is a system we needed for a long time and has made a huge difference. However, I think it would have been more appropriate for a smaller business / a business who sets this up earlier on. There are great advantages to having historical data. It is really useful for allowing all commercial teams to work together, including sales, new business, marketing, client success etc. However, it relies too much too often on human error. If more things were automated and simpler, perhaps with AI queries, it could be easier to use.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We were looking at using Salesforce to speed up work flows and assist in the efficiency of information handling between departments. Saleforce as a CRM allowed us to explore and see what a data lifecycle would look like using Sales Cloud in an education environment. The use case was looking at the student information data flow from an interested parent, through to enrollment and beyond.
  • Highly customisable
  • Best in class system
  • Access to support
  • Highly customisable, so you need consultants to assist
  • Expensive
  • Support turn around time
I think Saleforce is positioned to be a great system in almost all large organisations. Managing data across different areas of a business is important. But with system that is highly customised this adds complexity to workflows, over time this can lead to confusion between users and Tech support as any changes need to be carefully considered.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I am a mortgage broker and we utilize Salesforce as a loan origination tool. Now, I've seen various different iterations of salesforce being used and I am familiar with its ability to adapt to a certain business need so it wasn't a big surprise when we were able to do exactly what we needed it to do for our clients. From detailed notes, to a follow up system, a contact management, an automation marketing tool, all these pieces were addressed through Salesforce.
  • Personalized Fields
  • Accessible to multiple users
  • Easy to use
  • Developer may have too many fields in play, so if you don't have somebody who is new to it, they may be overwhelmed.
  • Although I do not pay for it, my company does the cost is high.
  • Customizable fields cannot be changed per user
Great for any origination systems, whether that's a mortgage business, car sales, or real estate. For my particluar example in the mortgage business, we can track our clients, input their info, agents, income, assets, marketing notes, emails sent, essentially everything needed to maintain a pipeline of customers.
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
As a sales pipeline CRM, we create activity for each account and contact and deals and revenue, including revenue details.
  • Contact Management.
  • Activity Management - Call and Meeting.
  • Revenue Report locally, and globally.
  • Exporting report.
  • The interface.
  • The automation of task.
  • Premium feature as call VOIP and can be recorded.
Salesforce is powerful for a global company with hundreds or thousands of salesforce and can maintain complex datasets. It is considered costly for smaller companies.
Thomas Young | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our use of Salesforce Sales Cloud is for tracking clients and potential clients, including information attached to said individuals. It does what is expected, and the information is presented in an easily consumable fashion. The reminders and overall database structure make it a good tool for staying on top of business conditions.
  • Reminders
  • Tracking clients.
  • Visualizing where the state of the client-acquisition part of the business is going.
  • Sometimes the syncing is less than optimal.
  • I wish I could control the whole thing with my phone, but I'm unsure of any advanced CRM platform with that functionality.
  • I sometimes come across duplicate records.
Well, perhaps the easiest situation where Salesforce Sales Cloud is most valuable is for companies that don't already use a CRM system. Sales Cloud is a way to improve your business and increase revenue. For companies that use another system, I'd say Sales Cloud is quite easy to get to know, and users don't complain too much about it.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce helps us manage all of our customer's data in one place, such as leads, accounts, and opportunities. This data can be helpful during personalized marketing campaigns for targeted audiences. The email integration feature is handy for communicating with customers directly from the sales platform. It offers a free trial, which is good because you can try it before buying.
  • Sales cloud allows to customize the platform to fulfill their users' evolving needs as the customer's business grows.
  • Users can easily streamline their workflows and get extra time to focus on making strategy.
  • Customer relationship management feature is very helpful to understand customers behaviour.
  • Learning curve for newcomers.
  • Integrating with other tools may not always work smoothly and require extra time and effort.
  • The data storage limit is low.
  • Lack of continuous improvement of the platform.
Sales Cloud is a very powerful marketing tool that offers several benefits, including personalization and automation. However, it also needs improvement in some areas, such as platform complexity, analytics, and data storage limitations. Overall, it's highly recommended and requires some learning curve.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforce Sales Cloud was helpful for our business when we used it in the past. It was helpful to manage and operate sales funnels to better improve our business operation and flow of customers/patients. Salesforce Sales Cloud was user friendly and useful for many different situations for our business.
  • User friendly
  • Manage multiple sales funnels
  • works with small businesses
  • Costly
  • Hard to manage multiple users
Salesforce Sales Cloud worked pretty well for us as a small business, other than the product being a little costly for a small business. We were able to manage multiple sales funnels managing multiple different things at the same time which was nice. It was also pretty user friendly other than difficult to have multiple users.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use the SF Sales Cloud to keep track of leads/customers and manage pipelines. We are a start, and hence, we are generating a lot of leads from various sources. I import leads and customers and log our conversations to SF so that we can keep track of the conversation. When I have to do an email campaign, I can easily export a list of contacts with different filters. Another primary use is to keep track of the pipeline, and I report to the CEO monthly on the pipeline summaries. We also use it to store critical documents on the account level, such as CDA, MSA, SOW, etc.
  • User interface.
  • Log email as I send them from Outlook.
  • Customization
  • I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
  • It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
  • It seems I cannot create a report to pull notes logged at the account levels.
I like to document everything, if not all, of the most crucial conversations. Salesforce can log the conversation as we send emails via Outlook, which helps us to go back to find out the history if we speak to the same person again. It's an easy-to-use CRM tool, and the mobile app can be handy if we are out in a conference talking to prospects and customers. We can easily pull the conversation history if we are talking to someone in the system. I also use the Inbox added feature, which can track if the recipients have opened my emails. However, it is not easy to keep track of pipelines across different industries if the sales cycles are different, at least for the enterprise version.
March 19, 2024

Great enterprise CRM.

Mark Hautala | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use the Salesforce Cloud to forecast our pipeline and keep track of opportunities. We can see multiple contacts within accounts and assign the people involved with the sale to each unique opportunity. It is a great system of records. Leadership can review each representative's pipeline and check the notes to see what is going on with contacts and opportunities.
  • System of records.
  • Provide leadership timely details.
  • Add notes of what you need help with.
  • Review sales pipeline.
  • Navigating the user interface.
  • Make sure to save changes or they will be lost.
  • Too many fields and many aren’t used.
  • Accuracy of forecast, would be nice to have best vs worst case scenarios.
This is a very robust platform. There are many fields and places to input information. Internally (within the organization), you need to be sure representatives have the views they need, and leadership has the correct views they need. We had to edit fields so that it would be easier to review the pipeline and various opportunities. It’s a great system of records for seeing where deals stalled and when it may be more appropriate to reengage.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Problem:
1. Organising all new leads and sales acquisition of new customer within the organisation
2. To track the onboarding progress and stages of each customer with the customised customer pipeline within the organisation
3. To keep record of all sales and leads information such as customer name, contact, email and the interested products
4. To keep record of all quotation and customer purchases within the same platform for easy access
5. To build dashboard to show a holistic view of the sales performance and onboarding progress within the organisation

  • Custom pipeline, allowing us to create our own pipeline according to our business process
  • Integration enablement, multiple tools that are being used within the organisation can be integrated together and reducing frictions
  • Stability of the software, no downtime or error observed up until now
  • Software cost, it could be fairly costly depending on the service and package subscribed
  • User friendliness, it is difficult for a new user to adapt and understand how to use Salesforce Sales Cloud from the beginning without guidance
  • Complex layout, layout could be complex when you have multiple platform created within Salesforce Sales Cloud. It's not so navigating friendly
If you are using Salesforce Sales Cloud to track your sales, onboarding, invoice and quotation, this is an excellent platform to use. It allow you to customised how you want your data to be presented. Either on user based, pipeline based

However, it will be a painful experience if you are using it for support team. Features for customer support is not alot to choose from.
Greg VanStekelenburg | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Use case is to develop leads int projects and create contact ponts for this purpose. Utilize sales force to keep track of opportunities as they mature from leads into projects. Utilize leads to track and create tasks for the purpose of follow up and continued contact. Tasks are set to pop up on periodic basis as a trigger for contact.
  • Task prompts
  • Tracking of opportunites
  • Tracking of leads
  • Future Task searches when not showing up on list not always easy
  • Reporting can be limited sometimes
Well suited for lead management into opportunities and building tasks around them. Not so good at analytic analysis however we are utilizing the basic version so that may be limiting. Good at being able to set tasks for future however researching open tasks is not always the easiest of functions.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our organization utilizes Salesforce Sales Cloud to manage our clients, track our product stages, and support our sales teams for success. In my experience in the Marketing Department, it is essential to have all of our client information in one place from prospecting to customer experience.
  • Customization options through custom objects
  • Integrations with other platforms (through Zapier)
  • Reporting options
  • Easier ability to build flows
  • Ability to choose what shows up in chatter
  • More reporting abilities within the platform
We use Salesforce Sales Cloud to manage everything from pre-sales to post-sales processes. It is a great tool to streamline data and integrate third party tools to track customer experience.
Guy Snitovsky | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Salesforce Sales Cloud to support our business teams in Marketing, sales and customer success areas.
we got many processes implemented in SFDC such as Lead qualification, manage of discovery calls by busienss devolpment teams, handover to a demo meeting for account executive, creation of sales opportunities, managing the sales pipeline and more and more
  • Robust platform for business processes
  • automation without code
  • out of the box infrastructre for many CRM processes
  • some non core products can be not baked enough
  • customer support can be frustrating sometimes
Salesforce Sales Cloud is very recommended for companies with complex business processes and a need to integrate with other Information systems products. systems admins has vast capabilities to maintain and create more business processes on that platform and other products in the eco system like service cloud, marketing cloud etc.
Score 7 out of 10
Vetted Review
Verified User
I/we use salesforce for account management. Reporting helps keep our pipelines healthy. Record keeping is also helpful in staying organized, knowing who should be talking to who, who has talked to who so on and so forth. I use salesforce daily for data management, account management, organization and forecasting.
  • Data visibility across the organization
  • Report creation/manipulation
  • Less limitations in report creating. Sometimes fields/criteria can be limiting and extremely confusing
Salesforce.com is excellent for general data management, streamlining processes across sales, marketing, and service. It excels in tracking leads, opportunities, and customer interactions. However, it could enhance its value by offering more customer-centric features, such as advanced customer success analytics and personalized engagement tools to strengthen relationships and drive retention.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Use Sales Cloud for most companies to primarily drive their lead to cash processes. My efforts include configuration, automation, process, data integrity, reports and dashboards, and integrations w other tools.
  • Provides flexibility for one to customize for any given business and/or sales process
  • Many ways to create automation and a good user experience
  • Forecasting options continue to grow
  • Easily provide ability to manage to quota
  • Lightning report builder is a time suck when compared to classic esp when selecting and moving fields around
  • Support often skips over the detail provided in support tickets and then calls or emails to schedule a call without trying to troubleshoot first.
  • For a long time, help articles did not have last updated date so couldn't rely on info being provided
  • They release and hype up new functionality before it is released when it is only half baked and not polished
  • The latency to.view recent configuration changes in lightning s just too long. It takes 15 hard refreshes and still sometimes doesnt work.
  • Flow error messages are just not intuitive for avg user. Depending on your profile you should have option for simplified error message or elaborate one
  • Personally think getting rid of profiles and replacing with permission sets is a terrible idea. We now have to consider 1000 permissions for each user rather than just look at their function
SF can be well suited for all industries of all sizes. But like anything, it is the people that will make it a success. End users just need to realize, it is not perfect and will not.sell for you. In addition, much patience is warranted when using new functionality.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We used Salesforce as a CRM tool logging interactions with customers, detailing customer accounts, and tracking interactions with our customers. Salesforce was a daily tool that we could use to pull reports and generate tasks.
  • Maintains client details
  • Generates sales reports
  • Configures daily tasks and reminders
  • Customizing to particular industries
  • Highlighting potential duplicate records
Salesforce is a great CRM and is helpful for sales teams to maintain a workflow of accounts. Where it gets wonky is when it’s expected to be an accounting software and track more than just the relationship.
Allie Donahue | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Salesforce.com was used as our main CRM system. We used it to track wins, track prospects and keep track of ongoing sales activity. Our partners had access to view their data but the entire company was not given licenses due to expense. Our marketing team was the primary user of the product.
  • Easy to navigate
  • Easy to add new opportunities
  • Lots of ability to customize
  • Licenses are extremely expensive
  • It felt like we were constantly being upsold
  • Backend could be difficult to navigate at times
Salesforce.com is great if your IT team can support you and help with implementation from the start. Your data must be clean when you set up the system or you will experience many issues along the way. Having a Salesforce.com, dedicated administer is crucial to keep data clean and organized otherwise you'll have duplicates and unclean data.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Tracking projects and maintaining customer information. Salesforce allowed my team to keep pushing sales projects forward even if team members changed jobs, are out of office etc.
  • Keeping customer and project information in a centralized location
  • Advancing projects through various stages/gates
  • Email marketing campaigns
  • Easily accessing attachments and sharing within an organization
  • Create a learning community within the SF environment that is easy for casual users to access
  • Honestly, TrailHead comes across as a lot of advertising / marketing content trying to sell additional modules, rather than an actual educational space
SF is very good to track projects/etc IF AND ONLY IF an organization embraces it fully. Advancing projects through different gates or stages is relatively intuitive, and tagging/flagging team members with tasks is easy. However, my organization did not use it as an active tool, but rather as a tracking tool. We still relied way too much on email.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
I am currently using Salesforce in my day to day job as a sales coordinator for a hotel chain. This is one of our main tools. We are using Salesforce to communicate with our clients and planners, to track our sales revenue, automatically assign leads to coordinators through distribution engine, and many more.
  • Distribution engine feature that allows us to receive leads equally
  • Chatter that allows us to see changes that was made in the case easily
  • Easy to access in any browsers
  • Accept features in our proposals are not working for some of our clients
  • Hotels are unable to decline the requests that we sent them
  • Too many tabs for different options
Working in back office requires a lot of communication with different departments and clients. I think Salesforce works well in making it possible to work with different departments and clients smoothly without using different systems. It also has features that automatically compute and generate reports of our sales revenue which is really a big help as a sales coordinator.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Manage pipeline and have a pulse on accounts.
  • Helps us organize accounts effectively
  • Integrations are great
  • Biggest company so offers a lot of features
  • Seems clunky, I’d like easy to see dashboards with visuals of touch points
  • Relatively overwhelming
  • Seems too complicated for simple tracking of accounts
I use it daily to track the pipeline and where my accounts are.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use Salesforce every day to keep track of all my tasks. It keeps me on top of my work. I use it to record everything about an account and/or contact. It is our single source of truth within all the tools the company uses. It really keeps things organized when used correctly.
  • Customizable
  • Organization
  • Easy to use
  • It would be nice if the customization was a little easier to navigate
  • Merging duplicate accounts or contacts doesn’t always go as planned
  • You need someone very knowledgeable to be an administrator
Salesforce is great when you have more than one person collaborating on an account together. Everyone can see everything and you can assign other people on your team different tasks. As long as everyone uses the software correctly it can be a wonderful tool! The only time I have seen it be a less appropriate tool is on the inbound marketing side.
Ralph Flores | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use the software as a strategic tool for prospecting and maintaining customer accounts.
  • Keeps prospect and customer conversation history.
  • It provides virtual files for company and enterprise data.
  • It provides a road map for strategic follow up.
  • I would like to see Salesforce having a module that's similar to Salesloft cadence software.
  • I think it could better augment email templates.
Compared to other CRM's, I think Salesforce is the most popular due to its robust design. I would like to see them have a more flexible format for visual purposes.
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