Salesforce Sales Cloud Reviews and Ratings

Rating: 8.8 out of 10

Score

8.8 out of 10

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

425 Reviews

Videos

Powerful software with a lot of potential

Rating: 9 out of 10

Incentivized

November 29, 2021

Use Cases and Deployment Scope

We are using Salesforce.com as a customer relationship management software. We moved our email marketing over to Salesforce, and are in the process of adding our event registration, customer support/frequently asked questions (we provided answers to basic home and gardening questions), and other services to Salesforce. We want everything in one place so that we have a holistic view of our audiences and one platform for employees, streamlining processes and being more efficient while also better serving our audiences.

Pros

Customer relationship management.
Data insights.
All services in one software.

Cons

It's complex, learning it isn't intuitive for our new users.
Onboarding is labor intense (e.g. dedicated personnel).
There are add-on softwares in order to get all the solutions we need.

Likelihood to Recommend

We have well over 12,000 contacts that we were managing in several customer relationship managers and list serves. We are bringing them all into Salesforce to streamline our user experience across the department and also bring our event registration over to Salesforce rather than having it in separate softwares. We are using it in higher education communications and marketing.

Verified User

Professional in Professional Services (1001-5000 employees)

Vetted Review

1 year of experience

Gets the job done!

Rating: 8 out of 10

November 24, 2021

Use Cases and Deployment Scope

I use Salesforce to manage my leads and funnel optimization. I needed a CRM that would allow me to upload a lot of leads and manage them efficiently. Salesforce did the job really well. We were using excel before Salesforce for opportunity management but the change to salesforce really helped with opportunity management and increasing efficiency in sales.

Pros

Lead Management
Reporting
Displaying the Funnel

Cons

Converting Leads to Opportunities
Adding Notes to Accounts

Likelihood to Recommend

For example, [...] we needed it is when we had an opportunity and it was going through several stages and when we asked a rep where the opportunity was - there was no insight as to how and where the opportunity was. Therefore, with Salesforce we were able to get it done.

Sameer Khan

Client Relations Manager in Sales at Trans-Plan (11-50 employees)

Vetted Review

3 years of experience

View profile

Salesforce, you one stop shop for your sales and marketing needs!

Rating: 9 out of 10

Incentivized

November 17, 2021

Use Cases and Deployment Scope

Salesforce.com is being utilized across sales and marketing departments in our organization. It is mainly used for managing the company's database as well as tracking all sales marketing campaigns. Salesforce enables us to see the overall performance and opportunities that are being generated for each project. This surely helps us manage the campaigns and their costs over time.

Pros

Creates tasks for BDRs specific to telemarketing
Manage costs and create overview of each expenses for the campaigns
Manage opportunities for all sales and marketing projects

Cons

Integration of Marketo
Not all salesforce data is being synced to our Marketing Automation tool
The classic SFDC is more user friendly than the lightning version

Likelihood to Recommend

Although not all updates being in Salesforce are directly syncing to Marketo, the efficiency of how they both work together is still seamless. Pulling out reports for opportunities created is very helpful from the sales and marketing operations all the way to the executive levels. These reports provide the whole organization [with] an overview [of] where the company is currently at.

Verified User

Employee in Marketing (5001-10,000 employees)

Vetted Review

3 years of experience

"Salesforce.com is currently the most popular CRM platform in existence."

Rating: 9 out of 10

November 14, 2021

Use Cases and Deployment Scope

Salesforce.com helps us manage customer data and store sales, marketing, customer service, and engineering departments. It's widely used to track customers, partners, and sales in our organization. Since [Salesforce] allows all business end-users to share a single platform, business processes are more standardized. All information, strategies, and data must go through the same funnel to track, locate, and communicate everything. Salesforce sales cloud has enabled us to trace any client's history to better address queries and provide an unlimited tracing of previous data. This feature helps us manage our customers.

Pros

Salesforce is a powerful CRM tool that is easy to set up and use for our organization.
It is a user-friendly software that gives me a clear picture of my sales processes in graphs and helps me revise my business strategies.
It was quickly allowing us to input client information and access client records.
The payments have become more transparent and manageable as a result of its integration with other software.
For the end-user, native reports offer tools and ease of use. Salesforce provides free educational resources on its website.

Cons

The reporting could be more intuitive, and the tool's value requires thoughtful design and configuration.
The dashboards could be more straightforward, and working on multiple tabs slows the interface down.
Customization of reports and a slew of other features would be welcome additions.

Likelihood to Recommend

Salesforce is essential for accessing client data. It's the most widely used CRM software on the market, and it has dramatically improved the efficiency of managing client accounts. It organizes leads, contacts, interactions, and other data. An extensive sales department or customer-facing unit would benefit from it. For a company to be successful, Salesforce is a must-have tool. Salesforce has a lot of competition, but none of them can match it. Everyone should try it. This tool's success depends on teamwork.

Aononna Tazin

Customer Relationship Management Specialist in Information Technology at Green Light Ltd (51-200 employees)

Vetted Review

2 years of experience

View profile

Salesforce is a Beast!

Rating: 7 out of 10

Incentivized

November 3, 2021

Use Cases and Deployment Scope

Salesforce is currently being used by Sales/Customer Support, Marketing and our finance department. For our company, Evoca TV, it allows us to track customer's orders, fulfill easily, communicate between agents and implement 3rd party support.

Pros

Order management
Customer organization
Reporting
Sales metrics

Cons

Cart integration ease of setup

Likelihood to Recommend

Salesforce is well suited for any company, small or large, who needs a very powerful tool to keep customer information, orders and payments organized. May not be suitable for small businesses on a budget

Dominique Bonsell

Customer Service/Logistics in Customer Service at Evoca TV (11-50 employees)

Vetted Review

2 years of experience

Salesforce.com Review

Rating: 10 out of 10

Incentivized

September 18, 2021

Use Cases and Deployment Scope

Our team uses Salesforce every day. This is where we get all the data that we need for our reports. We create a report in Salesforce to get the information like leads/contacts, campaigns they attended, and then export and check all the fields. We also check here all the activities of the leads/contacts and merge data if we have to.

Pros

Create and export reports
Merge contacts or leads
Check contacts or leads activities and campaigns they attended

Cons

Takes time to load if you are searching
Not so [user] friendly

Likelihood to Recommend

Salesforce is very helpful to our team because we can see all the information we need here unlike other tools. Just by creating a report and input the fields you need, you can see all the details. Just that sometimes Salesforce has a limit inputting some filters and it takes time to load and or download a file.

Verified User

Employee in Marketing (501-1000 employees)

Vetted Review

4 years of experience

Boost your sales with Sales Cloud from Salesforce.com

Rating: 9 out of 10

Incentivized

August 10, 2021

Use Cases and Deployment Scope

Salescloud is being used by a department. It is a sales module of Salesforce.com. It is used for sales and also marketing purposes. There are lead generation features that let the sales team share the data, get the approvals, and push the deals with their smartphone, and all of these features are customizable.

Pros

Lead generation features that let the sales team to share the data, get the approvals and push the deals with their smartphone, and all of these features are customizable.
Streamlined business processes
Reporting - analysis of the progress against the target

Cons

This is one of the best sales tool available in the market
Running campaigns is not that straight forward

Likelihood to Recommend

Some specific scenarios where Salesforce.com is well suited - it is well suited in mostly all areas of a sales cycle. The scenarios where the approvals of the deals and pushing them can all be done with just a push of a button, generating monthly progress reports, etc.

Some specific scenarios where Salesforce.com is less suited - small businesses with fewer number of customers or also businesses that does not need too many campaigns

Verified User

Employee in Information Technology (51-200 employees)

Vetted Review

3 years of experience

Salesforce remains the FORCE to be reckoned with

Rating: 10 out of 10

Incentivized

August 9, 2021

Use Cases and Deployment Scope

Salesforce is being used by the organization’s sales and business development and account management teams to capture opportunities from pre-sales to service delivery to track client opportunities and account growth. It is also used to measure the performance of our business development teams and ROI of marketing expenditures and targeted spend to closed business.

Pros

Track pre-sales opportunities
Measure performance of sales team
Target marketing management

Cons

Ability to manage privacy of individual contacts
Ability to export contacts for reporting could be improved
Better Training should be offered to understand full functionality

Likelihood to Recommend

For managing individual sales, the profitability of accounts, comparison of ROI for targeted marketing, and promotions or bonus opportunity based on performance, this tool does it all and does it well. <div>Salesforce is still the number one force in the market for companies of all sizes and industries who are marketing services and tracking the growth of accounts and lead base.</div>

Verified User

Account Manager in Marketing (51-200 employees)

Vetted Review

2 years of experience

May the Salesforce be with you.

Rating: 8 out of 10

Incentivized

August 9, 2021

Use Cases and Deployment Scope

Salesforce is being used by our entire company. We use it for Accounting, Sales, Account Management, Production, and Support. We use it in ways it wasn't intended but we've developed it so much over the years that it does what we need it to do for the most part. Obviously, it's meant for the Accounting, Sales, and Support side but I don't believe it was intended to be a project management tool for production, but we've made it work for us with some help from an outside developer.

Pros

Shows the Sales pipeline, which is important to know what has closed and what is expected to close…or what was lost.
Allows us to manage clients by setting activities for follow-ups or to copy emails directly to Salesforce from email. This way we know what communication is happening with clients.
We're able to use Cases for the support side and allows our support members to communicate with the development team around issues that need resolving from a technical standpoint.
We use it for project management to track projects in the pipeline. We have reports that show where the project is at in the process, and other reports to show what is forecasted or have been completed.

Cons

We're a small team without a dedicated Salesforce admin. We try to get by where we can but Salesforce is truly a developers tool. The front end is great and easy to use, but the back end can be confusing if you don't know what you're doing.
I believe more guided tutorials to help set up new fields or features would be nice. Meaning, you don't need to have a developer to build Salesforce the way you want or need it to work.
Because Salesforce is so large, there are many ways to do things. Simplifying this would be helpful so it's more straightforward for basic users.

Likelihood to Recommend

Salesforce does what we need it to do. However, we have considered looking into alternatives. Mainly due to price. Salesforce can be expensive for a small team. We purchased it when we were larger so I think we've really just grown out of it for our current size. Also, I feel we always have a new account rep. There's lots of movement with personnel at Salesforce so we don't feel like we always get the best support.

Verified User

Manager in Product Management (11-50 employees)

Vetted Review

13 years of experience

Diamond Necklace, Sparkly and Sophisticated

Rating: 8 out of 10

Incentivized

July 31, 2021

Use Cases and Deployment Scope

We have thousands of clients over various industry and need to analyze the sales funnel to assess ROI as well as to maintain control over client data. We are dedicated to becoming more organized about sales enablement processes and that is a newer mission as a medical company

Pros

sell more intelligently
amalgamate client data
synch data with email
plays well with 3rd party solutions

Cons

help pages a bit janky
limited customization
big Benjamins involved in this sln!!

Likelihood to Recommend

if you despite mismatched heaps of data and repulsed by spreadsheets, this cd be hour cup of tea. If you require more customization due to the nature of your mission, you might find the parameters more limiting

Verified User

C-Level Executive in Professional Services (11-50 employees)

Vetted Review

2 years of experience

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Reviews and Ratings

May the Salesforce be with you.

Rating: 8 out of 10

Incentivized

August 9, 2021

Use Cases and Deployment Scope

Pros

Shows the Sales pipeline, which is important to know what has closed and what is expected to close…or what was lost.
Allows us to manage clients by setting activities for follow-ups or to copy emails directly to Salesforce from email. This way we know what communication is happening with clients.
We're able to use Cases for the support side and allows our support members to communicate with the development team around issues that need resolving from a technical standpoint.
We use it for project management to track projects in the pipeline. We have reports that show where the project is at in the process, and other reports to show what is forecasted or have been completed.

Cons

We're a small team without a dedicated Salesforce admin. We try to get by where we can but Salesforce is truly a developers tool. The front end is great and easy to use, but the back end can be confusing if you don't know what you're doing.
I believe more guided tutorials to help set up new fields or features would be nice. Meaning, you don't need to have a developer to build Salesforce the way you want or need it to work.
Because Salesforce is so large, there are many ways to do things. Simplifying this would be helpful so it's more straightforward for basic users.

Likelihood to Recommend

Verified User

Manager in Product Management (11-50 employees)

Vetted Review

13 years of experience