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

SFDC Lightning - great with some wonky bits

Rating: 8 out of 10

Incentivized

November 19, 2018

Use Cases and Deployment Scope

It's being used in the sales org at this time (about 50-60 people). The customer success teams use Salesforce Classic at this time since Lightning was just rolled out. Seems like the plan is to roll out to the entire company at some point.

It is used as our primary CRM and has integrations with a lot of our different systems (Marketo, Contivio phone system.)

Pros

Mobile friendly - the app is pretty solid
Visually pleasing compared to classic.
A bit more intuitive as you can adjust or edit things much easier in Lightning vs Classic.

Cons

Some of the flows are....weird. Example - if you are deleting a task or event, it takes you back to the previous page you are on and doesn't stay on the current page you are on. If I'm on an account and use the option to delete the tasks (without clicking into it) it will take me to the search screen.
The Activities section doesn't show enough detail. it shows the date you called, but not the TIME that you called. In sales, knowing the time is huge.
If you have integrations with other software and you go to edit a page, the selected edit box will jump around randomly and you will end up typing in the wrong area.

Likelihood to Recommend

I love it for sales. It's easy to use and the app is powerful when you are on the go. It's got room for improvement but I would be lost without it.

Brian Hopper

Inside Sales Representative in Sales at AppFolio, Inc. (501-1000 employees)

Vetted Review

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Most User-Friendly CRM to Use

Rating: 9 out of 10

November 12, 2018

Use Cases and Deployment Scope

Our organization works with Salesforce as the main product. We customize it for our customers and support them afterwords. I use Salesforce as administrator setting up to prepare demos of our mobile product that synchronizes with Salesforce. Mostly we use Salesforce to customize organization for usage of sales representatives and their managers.

Pros

Large possibilities for customization
Lightning Experience is very user-friendly and pleasant to use
Great functionality spectrum
Integration with third-party products
Great variety of additional applications
Available for mobile for basic usage

Cons

If there is a lot of data in your organization, it may take a bit to load the page
Sometimes navigation can be confusing
Some features are available only on Lighting or Classic Experience

Likelihood to Recommend

It is best suited for large organizations to set some automative steps - workflow rules, auto-response, validation rules, and others. Salesforce is mostly used to manage sales processes, leads, and opportunities.

Iryna Orliuk

Junior Business Analyst / Consultant in Information Technology at Customertimes Corp (201-500 employees)

Vetted Review

1 year of experience

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Salesforce Lightning from the POV of an enterprise software sales org.

Rating: 8 out of 10

Incentivized

November 8, 2018

Use Cases and Deployment Scope

We use Salesforce Lightning as our main CRM. It stores all lead/prospect and accounts and current customer information. We use it to track the progression of an individual from an inbound lead to an opportunity to a customer. It is our main depository for sales and marketing related documentation. we also use Salesforce Lightning to generate automated email campaigns.

Pros

Clean UI
Easy to navigate around accounts
Customizable report

Cons

Ease of use when customizing specific workflows

Likelihood to Recommend

Salesforce Lightning is well suited for either a start-up or a mature company to store and track information on leads and customers. As well as tracking sales progress.

I would not recommend Salesforce Lightning to be the main automated email tool for a company.

Doug Duff

Customer Advocate in Sales at Embotics Corporation (51-200 employees)

Vetted Review

2 years of experience

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A very good way to manage the sales process

Rating: 7 out of 10

Incentivized

November 2, 2018

Use Cases and Deployment Scope

We use Salesforce.com across our entire business development and sales operations to keep track of our customers and prospects.

Pros

Easy to manage the sales funnel and get helpful insights from their data visualization and collection.
Navigating the newer vs the older interface can be a bit of a challenge.
A great way to store information so that you know what kind of contact you have had with a given organization or lead

Cons

There are a lot of great features that are very difficult to find in the new layout.

Likelihood to Recommend

Managing client information is incredibly easy. They understand the sales process and have built that into their design so that it takes the headache out of keeping track of the sales cycle.

Verified User

Employee in Sales (11-50 employees)

Vetted Review

2 years of experience

A very mature product that is well-tested. It does require professional installation.

Rating: 7 out of 10

Incentivized

October 16, 2018

Use Cases and Deployment Scope

Our entire sales department, as well as customer success, uses Salesforce. We use it to drive marketing campaigns, maintain customer data and connections, and to manage opportunities and sales forecasting.

Pros

It helps large team manage long sales processes with a large amount of detail.
It is very stable and is always available.
It can be customized with a wide array of 3rd party applications, some of which we use.

Cons

Currently they are trying to migrate customers from the classic edition to the new "lightning" edition. Each one has advantages. Lightning looks a lot better but not all workflows transfer seamlessly.
It now forces you to log in to lightning, so if you want to use classic you always have to open it in lightning first and start over.
It is challenging to cleanse and update the data used in Salesforce -- but this is not the fault of the program. It is inherent in the business model where data changes daily. But they can do a better job of assisting companies in doing that without overcharging.

Likelihood to Recommend

Salesforce is best used for medium to large sized organizations. For startups or smaller teams, there are other options that may be easier. However it is great for managing end-to-end sales processes.

Verified User

Team Lead in Sales (51-200 employees)

Vetted Review

10 years of experience

The CRM for Professional Sales Teams

Rating: 7 out of 10

Incentivized

October 1, 2018

Use Cases and Deployment Scope

Our sales team uses Salesforce Lightning to manage leads, contacts, opportunities, and sales activities for our clients. It enables our sales team to make better decisions to generate more opportunities and close more business in less time.

Pros

Customizable
Third-Party Integrations
Pipeline Management

Cons

Clunky UI
Requires Professional Implementation
Reports

Likelihood to Recommend

Salesforce Lightning is well suited for professional sales forces, especially those using others sales tools as part of their technology stack. It is less appropriate for less developed sales forces or those not requiring third-party integrations.

Christian Banach

VP, Group Account Director in Sales at Catapult New Business (11-50 employees)

Vetted Review

4 years of experience

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Salesforce Lightning Strikes a Great Balance

Rating: 10 out of 10

Incentivized

September 27, 2018

Use Cases and Deployment Scope

We use Salesforce in the Office of Advancement (broadly), and I specifically use it with the Office of Alumni and Family Engagement at CalArts in order to better relate to, serve, fundraise, and friendraise among the greater California Institute of the Arts community. We also enjoy its functionality to pair with and sync with other platforms we use for phonathon, communication, and marketing.

Pros

Boosts our productivity.
WYSIWYG interface.
Customizable snapshots, reports, and home screens.

Cons

Linking multiple systems is great but inconsistent across platforms.
Application building requires more work than we anticipated, not as simple a solution as we hoped.
Miss some features of other earlier versions.

Likelihood to Recommend

Salesforce Lightning is well suited in scenarios in which we are concerned with task management, optimizing workflows, and bulk actions. Pipelining and storage of information are excellent, and dashboard customization is really wonderful compared to earlier iterations of Salesforce. Automation of e-mails and reports is great as well, as it enables us to better share and template strategies throughout our department.

Sarah Van Sciver

Assistant Director Of Alumnx & Family Engagement at California Institute of the Arts (201-500 employees)

Vetted Review

2 years of experience

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Salesforce: it’s fast as Lightning!

Rating: 9 out of 10

Incentivized

September 24, 2018

Use Cases and Deployment Scope

Salesforce Lightning has replaced a previous donor database, a Microsoft Access database, numerous Excel spreadsheets, and a paper filing system. We can now house all that information in one platform: Salesforce. Lightning is a more user-friendly interface than the Classic version.

Pros

Sleeker interface
Better search functionality
See more of the information you need and less of what you don’t
Customizable

Cons

Doesn’t work well with some of our custom objects
Admin functions still require Salesforce Classic
More difficult to customize reports
Really need an entire staff role solely dedicated to it for optimization

Likelihood to Recommend

We use it to store all donor/client information, it makes it easy to find the information you need fast and on the go. Lightning is only difficult when working custom objects or for system admin duties.

Verified User

Account Manager in Sales (11-50 employees)

Vetted Review

2 years of experience

Salesforce Lightning allows for analytics and business intelligence in a flash!

Rating: 7 out of 10

Incentivized

August 28, 2018

Use Cases and Deployment Scope

We use Salesforce Lightning as part of our day to day operations in several areas throughout our organization. We have been heavy Salesforce users for a number of years and when this new UI came out we had the option to try it and use it in sales, client support and account management. Salesforce allows us to standardize, build and maintain several business processes.

Pros

Allows for powerful business intelligence chart/graphs
Great sales tools like Kanban views
The User Interface is easy to use

Cons

Missing some of the functionality in Salesforce Classic
Takes some time to get used to if you have been using classic for a number of years

Likelihood to Recommend

Works great for highly visual tasks but not as great for record keeping and maintence

Verified User

C-Level Executive in Corporate (51-200 employees)

Vetted Review

3 years of experience

Using Lightning for over a year... meh.

Rating: 7 out of 10

Incentivized

August 28, 2018

Use Cases and Deployment Scope

Salesforce Lightning is being used by my company to track customers and prospects. It's mostly used to track them in the sales process. Sales department uses Salesforce the most compared to other departments, though support, engineers, and onboarding teams all use it on more of a limited level.

Pros

It makes reports look a lot more appealing than Salesforce Classic
It is easier to edit in-line items
Lightning is more aesthetically pleasing than Classic

Cons

It does not map to our version of Classic
Multiple clicks to try and find information about a customer, opportunity, or other areas
Some buttons on Classic have not ported into Lightning so my team has to switch between Classic and Lightning to accomplish daily tasks.

Likelihood to Recommend

Well suited if you are a big user of the dashboards or reports tabs in classic. It is overall a more cosmetically pleasing experience and some areas of normal frustration have been cleaned up while others are not ready yet. Though, it seems to be pushing out a beta experience because not everything works like it should, and we often have to switch between Salesforce Classic and Lightning to get normal daily tasks completed.

Mark Evans

Regional Director of Sales in Sales at Podium (201-500 employees)

Vetted Review

1 year of experience

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