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Salesforce Sales Cloud

Salesforce Sales Cloud


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


10 out of 10
March 26, 2024
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline …
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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 (241)
  • Opportunity management (235)
  • Customizable reports (233)
  • Workflow management (232)

Reviewer Pros & Cons

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Video Reviews

4 videos

User Review: Salesforce Makes Organizing & Managing a Growing Company's Pipeline Effortless
User Review: SalesForce Proves To Be a Critical Tool In Managing Customer Outreach
User Review: SalesForce Stretches It's Capabilities For Individual Business Needs
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Per User/Per Month



Per User/Per Month



Per User/Per Month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visit…


  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $25 per month
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Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Avg 7.7

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Avg 7.5

Marketing Automation

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Avg 7.6

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Avg 7.6

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Avg 7.6


This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Avg 7.6


This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Avg 8.3

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Avg 7.3

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Avg 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

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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 8.9.

The most common users of Salesforce Sales Cloud are from Mid-sized Companies (51-1,000 employees).
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Reviews and Ratings


Attribute Ratings


(1-25 of 373)
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Nikhil George | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past customers. Our sales team have all the information they need to evaluate prospects and leads, to nurture them, convert them and ensure appropriate handover to customer success. Other stakeholders in the company such as executives, finance, marketing and product benefit from the unified data.
  • Highly customisable application that organisations can tailor for their use cases.
  • Good integrations and powerful features for getting data on from other data sources, transforming the data and integrating it.
  • Stable, reliable, mature platform that promises consistent performance.
  • The learning curve to use Salesforce Sales Cloud is very steep.
  • It is a complex app that will request the assistance of external consultants to ensure it is set up correctly.
  • Pricing is expensive.
Salesforce Sales Cloud is suited for medium to large organisations that need to robust system for managing customers. To implement and maintain it, organisations will need assistance. It is not a platform that you can set up and leave, rather it needs constant nurturing and administration to get the most out of it. When done properly, it is worth the investment. The entire company will have the data they need to support customers and make good business decisions.
Score 8 out of 10
Vetted Review
Verified User
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.
Gareth Gordon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
We use Salesforce Sales Cloud for our daily pipeline leads and opportunities management. Our sales teams are able to track their relationships through activity tracking and prioritization through standard features. Management are able to see an overview of how the sales teams are pursuing leads. Through personalized team dashboards and scheduled reports managers are constantly informed on progress or areas of improvement. All processes in the pipelines are automated through in-house automation tools, from approvals to auto-creating records based on user inputs. It's an easy platform to use once you get to know it and even better if you have an administrator on staff. There are multiple Salesforce consultants to partner up with for the development of the platform to suit specific business needs. The Salesforce support teams are awesome and helpful and there are multiple help articles online to assist with your customization of the platform.
  • user access control
  • customization of the platform
  • integrations
  • automation
  • more detailed error messages
  • updated help articles that doesn't refer to classic anymore
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.

Score 8 out of 10
Vetted Review
Verified User
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 10 out of 10
Vetted Review
Verified User
We use Salesforce Sales Cloud as a CRM for our Customer-facing teams (Sales and Customer Success). Salesforce Sales Cloud is used to track leads, opportunities and current customers at every stage of the funnel. It allows our Sales org to better identify which opportunities have the highest chance for conversion and to more accurately monitor sales pipeline. We also use it as a core tool in our top of funnel lead outreach strategy, creating workflows to distribute leads to BDR's (Business Development Representative) for email and phone prospecting.
  • Track progress of leads and opportunities
  • Optimize the top of funnel outreach of our front-line BDR team
  • Help forecast and track pipeline for Sales leadership
  • Creating workflows/cadences is not super intuitive
  • Not sure there are not many things I (or our team) are dissatisfied with
Salesforce Sales Cloud is perfectly suited for mid to larger size sales teams who are looking for an all-in-one system to manage CRM, prospecting, reporting, and forecasting/pipeline management.
Score 8 out of 10
Vetted Review
Verified User
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.
Gal Avraham | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Salesforce Sales Cloud is used to support the entire sales cycle from lead capture to conversion and opportunity management. All done with chat tools, calendar and tasks integration, chat and internal collaboration, email and WhatsApp API. In addition, it includes sales tools such as quote offers, sales quotas, forecasts, etc. It also includes AI for sales.
  • Lead management
  • Opportunity management
  • Quotes
  • Quotas and forecasts
  • Pricey
  • Degraded flexibility pushes to more dependence in partners
It is a very comprehensive system, with many out of the box tools and capabilities, while on the other hand, the system is extremely flexible, offers a no-code customization capabilities as well as code development capabilities, and well populated AppExchange marketplace.
There are many partners and freelancers out there that act as a supporting eco system, professional and competitive.
Score 9 out of 10
Vetted Review
Verified User
I used Salesforce Sales Cloud on both the Customer Success and sales sides. On the CS side, we used it to review sales notes and timelines, add tasks for onboarding and post-OB follow-ups, and note any big changes to the account, conversations, etc. On the Sales side, we used it to post information such as software they are coming from, others they are evaluating, what they like/dislike about our product, what are the main drivers for switching, their proposed ARR, any discounts that might be applied, and any referrals (who they were referred from, who they have referred).
  • Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
  • Logging activities: It's easy to post a call, text, email, etc.
  • API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
  • Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
  • It's robust: it's not an out-of-the-box solution. It can be, but you won't get the level of detail that is useful to most orgs unless you have an SF developer or someone who can figure it out.
  • Because it's a behemoth, Salesforce is slow to modernize. Some aspects are visually old, but that's expected when you're as big as Salesforce. It can make some workflows a bit cumbersome, but not enough to impede productivity.
  • As a standard user, you need some training or a good chunk of time to figure out how to customize views and other things to your liking. Once you 'get it,' creating custom views is a breeze, but it's not intuitive.
  • Their Help Center is massive, with loads of helpful information, making it challenging to find precisely what you're looking for. Sometimes, four articles answer your one question. Sometimes, you're lucky enough to find the answer you want in a single article you found right away.
SF Sales Cloud is well suited for teams with experience using robust CRMs and, ideally, a dedicated Salesforce developer to customize the product to what your specific team (or a subset of the team) needs to be productive. Without the latter, you'll find Salesforce to be more complicated than it needs to be, and at that point, it's probably not the best solution for your team. It is less appropriate for teams who need a simple, out-of-the-box solution without much of a need to customize. Ultimately, no one ever got fired for choosing Salesforce, so it's worth giving it a shot. If it doesn't work, you can always find something else. It'll do its job straight out of the box, but you won't be able to optimize the way you might want should you not have someone capable of developing custom aspects.
Score 7 out of 10
Vetted Review
Verified User
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
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.
March 26, 2024


Score 10 out of 10
Vetted Review
Verified User
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline management. Leveraging the power of the cloud, Salesforce Sales Cloud streamlines our sales processes, providing a centralized platform for customer data management, lead tracking, and opportunity nurturing. Scoped across prospecting to post-sale support, it drives revenue growth and enhances customer satisfaction.
  • providing a centralized platform for customer data management
  • scope from prospecting and lead generation to closing deals and post-sale customer support
  • Better collaboration between sales teams and other departments
Salesforce Sales Cloud serves as our comprehensive sales solution, guiding us through every step from finding potential customers to closing deals and supporting them afterward. As deals progress, Sales Cloud provides robust tools for pipeline management, empowering sales reps with real-time insights and predictive` analytics to prioritize leads and accelerate deal closure.
Score 10 out of 10
Vetted Review
Verified User
We use Salesforce Sales Cloud as our 'one source of truth' for most things related to our customers. We use it for more than just the CRM capabilities, having built custom objects and Flows that enable us to use Salesforce to process jobs all the way from a Lead through Opportunity and then to the point where the finished items are dispatched to the customer. The ease of customisation and automation means we use it as extensively as we can.
  • Customisation
  • Automation
  • User Interface
  • Reporting
  • Lightning version sometimes misses Classic functionality
  • Some error messages/handling is not especially helpful
Salesforce Sales Cloud is great if you need a highly customisable CRM solution and you have someone with some IT knowledge to implement their 'click not code' solutions. They really are easy to use and the free Salesforce Trailheads make it very easy to learn, but you still need some internal resource (or budget for external support) to make the most of the system. The only scenario where I don't think salesforce would be of benefit is if you don't need much customisation, don't have the budget, or you have no scope for putting some hours in to customise it to your needs.
Naveen Gabrani | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
We are a Salesforce partner. We have implemented Sales Cloud for numerous organizations. The business flow that is typically required is: web to lead or email to lead. After the lead is created then lead status is tracked and update in Salesforce. Once the lead shows interest, it is converted and an account, contact and opportunity are created. In the opportunity products are added, and quotes are created from Salesforce. The stages of Opportunity are updated by Sales persons. Salesforce is also used to track activities like tasks and events on the opportunities.

Management has access to reports related to Opportunity and leads.

This is a basic Sales cloud flow which is then customized based on business needs.
  • Management and customization of opportunity pipeline
  • Automation based on client needs
  • Lead management
  • Management of events and meetings
  • Keeping track of historical customers and opportunities
  • Enterprise edition can be pricey for small businesses
  • Professional edition and Group edition have limited ability to customize the functionality
  • Hiring Salesforce consultants can be expensive for small businesses
In Enterprise edition and above, Salesforce Sales Cloud can be customized to perform almost any client requirements. Several features like Flows, Formula fields, Apex, Validation rules, Approval processes etc are available to Salesforce consultants to customize the platform for business needs. Lightning Flows provide a drag and drop interface to perform powerful customizations. For advanced customization Apex and LWC is available. The user interface is easy to use. Salesforce Sales Cloud is the market leading CRM with abundant consultants available across the globe.
Daniel Cano Merizalde | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
During my tenure at Yalo I used Salesforce Sales Cloud on a daily basis both as a sales rep and as a sales manager for the region. I used it to track and organize all my sales process with my prospects and clients in the Andean region.
  • MUlti function
  • Highly customizable
  • IA once available helps you automate much of the process
  • Very difficult to set up and customize
  • Not intuitive usually needs hundreds of hours of training and dedication
  • Cost is high, and the more you use the more it costs
For managing your sales pipeline, uploading leads and recording notes, the CRM works well. You can fully manage your sales process and pipeline

Also you can use IA to improve and suggest
Thiago Santo | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
I use Salesforce Sales Cloud (SFDC) to manage all sales routine. Accounts, Opportunities, Contacts, Leads, Quotes and Partners. I have been working for the last 9 years in software companies and all of them (AppDynamics, Cisco, Harness and Zscaler) use and recommended SFDC. The level of integration and volume of data processes is incredible and new features evolving AI will bring more value to the solution and make sales and marketing teams life easier.
  • Opportunity Management
  • Account Management
  • Integrations w/ 3rd party solutions
  • Dashboards
  • Reports
Salesforce Sales Cloud (SFDC) is recommended for companies with a complex sales routine and where high patterns of governance are demanded. It's important to say that if the company is small and it's looking for a tool to manage a couple of opportunities and not so many accounts SFDC can be an expensive option and cost-benefit probably won't be good.
Ahmad Anggi Hakim | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
I use Salesforce Sales Cloud to primarily address three use cases: Opportunity Management, Account Management, and Pipeline Visibility

Account Management: We have a diverse customer base, including individual users, small businesses, and large enterprises. Sales Cloud enables us to manage customer accounts effectively, ensuring that each account receives appropriate attention and support. A lot of this is managed by our RevOps team, but the the whole Sales team benefits from this.

Opportunity Management: I have a custom view that I open each morning (it's a pinned tab actually) that I access multiple times a day. it's my one source of truth that I go back to constantly. I would be lost without.

Pipeline Visibility: I have used the Forecast tab in the past to great effectiveness. It has enabled me to be incredibly accurate with my forecasting.
  • All fields are extremely clear
  • The layout is intuitive
  • Things just make sense as I am running down the page
  • I'd like reporting to be a little bit more intuitive
  • Mobile App, Mobile App, Mobile App!
I've used Salesforce Sales Cloud at 4 different tech companies and it's always been fantastic. It's a gamechanger for me. I would consider not working at a company if they were using something other than SFDC.

I believe it's well-suited for all company sizes. I don't see a scenario where it's not appropriate.
Score 10 out of 10
Vetted Review
Verified User
Logging activity, looking up company information, quoting and submitting orders.
  • Logging calls
  • Easy mobile access
  • Finding contact info
  • Customizing / rearranging mobile view
  • Only complaint
  • No other complaints
Best and most user friendly CRM in my opinion.
Thomas Young | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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.
Faheem Yaseen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Salesforce Sales Cloud serves as a versatile tool for our organization, aiding us in multiple facets such as customer data management, lead tracking, analytics, and reporting. Its comprehensive capabilities have been instrumental in attaining our objectives and efficiently handling data management tasks, significantly contributing to our success. It helped us to achieve our goals and saved our time.
  • Data Management
  • Reporting
  • Analysis
  • User Interface
  • Offline Functions
Salesforce Sales Cloud is helping us a lot is various ways like with data management, reporting, analytics, etc. With this, our organization is not only achieving its objectives but going beyond that. On the other side, Salesforce Sales Cloud needs some improvement like working with user interface as it gets hard for non-technical people to use it.
Score 8 out of 10
Vetted Review
Verified User
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 9 out of 10
Vetted Review
Verified User
Oddly enough, we're using Salesforce Sales Cloud for our post-purchase records, and it is definitely working great! It was the last piece that we needed to complete the business plan, though we know that we can also use Salesforce Sales Cloud with its other features! It's best paired with integration with other apps that we use, and it is very flexible with developers, so you can make the most of it!
  • Records Leads.
  • Opportunity Creation.
  • Lead Conversion.
  • API Integration.
  • Developers can do a lot of things in it!
  • It would be awesome if Sales Cloud could provide learning materials and developer-like materials so that we can maximize and expand more of what we can accomplish right now.
  • API Integration is very reliable, but it would be nice to have integrations setup easily.
  • Errors aren't easy to fix, and there are no instructions on how to fix them. It would be a big help if we could easily fix them!
Well, I can say that Salesforce Sales Cloud has been very useful without post-purchase processes, but having a knowledge-based article set up inside it would also be best(We're not currently using it). Salesforce provides a wide variety of features for the business that you can make use of and would not need to have many other apps to have your business run. This would also lessen the switching of programs as you'll have a centralized process of everything in Salesforce. It was fun when we were using it for forecasting, even if we also had another program to do It. This gives us 2 Forecasts that kind of help with differentiating aspects and also give a better perception of the big picture if Forecasts went with being very similar in data.
Score 8 out of 10
Vetted Review
Verified User
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
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.
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