Salesforce Review: Integrates Well With Other Business Solution For Ease of Use
Salesforce Sales Cloud Reviews and Ratings
Community insights
TrustRadius Insights for Salesforce Sales Cloud are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Customization Options: Users have expressed satisfaction with the extensive customization options available, enabling organizations to tailor the application to their specific needs. They appreciate the flexibility this feature offers in adapting to various workflows and requirements.
Robust Data Management: Reviewers have highlighted the platform's robust data collection capabilities, emphasizing its effectiveness in collecting, transforming, and integrating data seamlessly. This feature streamlines processes and enhances decision-making through comprehensive data insights.
Reliable Performance: Customers have consistently praised the platform for its stability, reliability, and maturity. The reliable performance ensures smooth operations and instills confidence in users when relying on the system for critical tasks.
Reviews
Videos
Salesforce Sales Cloud Review
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
So we use it to our AEs, use it to track the sales. We refer to the dashboard regularly, daily to track the progression of any of our sales or converting prospects into sales into a customer.
Pros
- It's great at tracking real time closes. It helps because we're a global company that we can see things happen regardless of what time zone or what region of the world we're in.
Cons
- I think just enablement. If you're working with someone who's not used a product before, it's almost too easy that they try to make it harder than it needs to be.
Likelihood to Recommend
Where this product is well, well suited. I think because we're a small company, the number of AEs we have are spread across the country and we probably only have a handful in each region. So this kind of keeps them connected and we can kind of see how we're doing as a whole. So it's well suited for, again, teams that are spread out. In our case, even as a global company, we're able to use Amtrak and see updates in every region for it to be less appropriate. I can't think of a time or when it's less appropriate.
Vetted Review
10 years of experience
Salesforce Sales Cloud Review
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
I’m using Sales Cloud to manage my sales cycle. I work for a client who’s also using Sales Cloud to manage their sales cycle. We’ve customized it to match their business processes. We’ve implemented a custom sales funnel, which is a bit different from what Salesforce provides by default, but it fits their business needs perfectly. And that’s how we’re making use of Sales Cloud.
Pros
- I think it’s a great way to keep track of leads and revenue.
- It’s a great tool for creating reports at the end of each quarter and sharing them with management for better decision-making. It really supports all of that — and it does it in a great way.
Cons
- I can’t really think of any areas for improvement. I think Salesforce Sales Cloud is highly customizable, especially now that Flows have become easier to use. Salesforce is putting in a lot of effort to make things simpler for both developers and administrators. From my experience, all the customers I’ve worked with who use Sales Cloud are using it effectively. So, at this point, I don’t have any suggestions for improvement.
Likelihood to Recommend
Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.
Salesforce Sales Cloud
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
Most of all points I'm doing. So basically I support other users also. So we have heavy user for Sales Cloud and we have a lot of run around them.
Pros
- Very good for the sales team. Sales operations team.
- It's a good tool to have to review our customer data. Starting from the marketing to sales management and support.
Cons
- Obviously, it saves time for the SalesOps, sales, and marketing teams by having everything centralized in one place where we can view all our data and activities.
Likelihood to Recommend
It’s well suited for sales teams that need to manage deals directly with customers — especially when handling one-on-one customer relationships.
Vetted Review
15 years of experience
Salesforce Sales Cloud Review
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
Yes, we use it as our CRM where all members can sign up for events, make purchases, and access information. So, it's basically our everything.
Pros
- It's able to scale really well. It's able to easily do what you need with not a ton varying degrees of education, which has been really nice.
Cons
- I would say that it changes a lot, so it's hard to kind of keep up with.
Likelihood to Recommend
It’s great at bringing in members from different sources and streamlining their journey — making it easier for our staff to manage follow-ups and tailor actions based on where each member is in their path. As for where it’s less suited, I’d say it depends on company size — it might be a bit too much for a very small organization.
Vetted Review
5 years of experience
Salesforce Sales Cloud Review
Rating: 9 out of 10
IncentivizedUse Cases and Deployment Scope
It’s mainly used to set up contracts with caretakers, companies, and enterprises. That’s it — not with the insured individuals, but specifically for managing contracts with caretakers.
Pros
- The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
- From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.
Cons
- From a user perspective—especially from the UI side—the feedback I often hear from end users is that it’s not always very user-friendly. The usability could be improved, and more intuitive options could be available to make the application easier to work with. Right now, we have to implement quite a few customizations to improve the user experience. It might also be partly due to legacy elements within the company, since Salesforce has been used here for more than 15 years. Sometimes we run into older implementation issues that slow us down or make it harder to move forward quickly because of past configuration decisions.
Likelihood to Recommend
In the end, I think we can always make it fit — and that’s one of the powers of Salesforce. Because of its flexibility and wide range of possibilities, you can really make it work for almost any need. The key, though, is to make thoughtful decisions upfront and plan carefully how you set it up. If you do that, you’ll end up with a truly flexible and effective system.
Vetted Review
6 years of experience
Salesforce Sales Cloud Review
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
We use Sales Cloud to do all the licensing process for our licensee. We are a genetic company and we do genetic seeds for soybeans, corn, wheat, globally. We use it to do all the seed sales process and also the licensing process. So from the selling the base seeds up to charging royalties to the licenses.
Pros
- I think the way we handle multiple sales campaigns and discounts required some customization, but overall it’s a really nice CRM — we can have everything in one place.
- With Agentforce, our sales team can even create orders directly from WhatsApp. WhatsApp is huge in Brazil — it’s the main messaging tool — so that’s really nice.
Cons
- We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.
Likelihood to Recommend
No, I think the version of Salesforce we currently have can work for both small companies and large enterprises. I mean, there are some features that still have room for improvement, but overall, it fits every type and size of business.
Vetted Review
12 years of experience
Salesforce Sales Cloud Review
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
It solves a lot of problems because it gives us visibility into our customers, potential customers, revenue data, purchasing data, product-level data, and how we’re tracking toward our goals. There’s also a lot of reporting and marketing — all sorts of great insights.
Pros
- It gives us the data, it rolls up the data so that we can gain insights and then actively determine actions.
Cons
- I’d say the only thing that can be a bit tricky — and I know Tableau helps address this — is that sometimes we’re limited in how deep we can go with the data in terms of reporting. It would be great to have a bit more robustness within the app itself. However, we’ve figured out our workarounds, and overall, I think it’s a fantastic product — which is why I’ve been working with it for 23 years.
Likelihood to Recommend
I think it's well suited for organizations that have a lot of really cross cloud kind of very large enterprises. Honestly, I think it probably works for small and medium sized businesses as well. I just am more in the enterprise space right now, but I started in the small and medium sized space, so I can't really think of a lot of organizations where it wouldn't work well.
Vetted Review
23 years of experience
Salesforce Sales Cloud Review
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
We're using the HMS portal, we are getting a customization on HMS portal on the community side.
Pros
- So sales does particularly work on the lead coming and we are managing that lead close won and everything.
Cons
- Need some AI part in this that are currently implemented by Salesforce, like Agent 4360. They're be really helpful for us.
Likelihood to Recommend
Because our clients are mostly from the transportation department, so they need all the emails and everything on time. So it'll be really helpful for us.
Salesforce Sales Cloud Review
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
I am working as an admin, so I mainly manages the users, giving them permissions, like giving them accesses, creating their accounts.
Pros
- User friendly
- It's very efficient. Otherwise it would've been so hard. It gives you everything in one click - all the data about the users and everything, basically all of our fundraisers
Cons
- No, I don't have anything like that. I love using Salesforce, so user friendly.
Likelihood to Recommend
Vetted Review
2 years of experience
Salesforce CRM Review
Rating: 8 out of 10
IncentivizedUse Cases and Deployment Scope
We use it for customers and prospects and for quoting customers and renewals.
Pros
- I think it's pretty user-friendly. I like that. And that it's user friendly. It's easy to understand and follow.
Cons
- I think there's always room for improvement. The issue that we have is the code on the back end things aren't flowing correctly.
Likelihood to Recommend
No, everything we're using it for is working well for us.
Vetted Review
3 years of experience
