Robust CRM platform for fast scaling large to enterprise organisations
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past …
Starting at $25 per month
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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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Popular Features
- Customer data management / contact management (242)8.686%
- Opportunity management (236)8.585%
- Customizable reports (234)8.282%
- Workflow management (233)7.979%
Reviewer 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
Pricing
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$25.00
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Per User/Per Month
Professional
$80.00
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Per User/Per Month
Enterprise
$165.00
Cloud
Per User/Per Month
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- Setup fee optional
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- $25 per month
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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:
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
Salesforce Sales Cloud Video
Salesforce Sales Cloud Integrations
- Act-On Software
- Agiloft Flexible Service Desk Suite
- Ambassador Referral Marketing Platform
- Artesian
- Ortto
- PROS Smart CPQ
- Demandbase One
- eTrigue DemandCenter
- Genoo
- HubSpot Marketing Hub
- Mediafly Intelligence360
- LeadLife
- Kantata PS Cloud
- Adobe Campaign
- Net-Results
- Oktopost
- Salesforce Marketing Cloud
- Aprimo
- unbounce
- Woopra
- Yesware
- Zuora
- ActiveDEMAND
- Lead Liaison
- Planyo Online Booking System
- HG Focus
- Makesbridge
- Mautic (open source)
- Zoho Creator
- Celoxis
- BiznusSoft HR
- FieldService360
- Astera ReportMiner
- Astera Centerprise
- LeadBase
- ServiceTrade
- SAP CPQ
- Blacklight
- Right On Interactive
- SnapEngage
- Boingnet
- Sage Intacct
- Projector PSA
- Wrike
- MindTouch
- Fathom
- Sharpen Contact Center Platform
- ClientPoint
- AWeber
- QuoteWerks
- Mycroft Assistant
- Square 9 Softworks
- Help.com
- Brevo
- Quickbase
- Lead Only
- Oracle Marketing
- Acquia Digital Experience Platform
- 123FormBuilder
- OneSpan Sign
- Aventri
- Interactions Digital Roots
Salesforce Sales Cloud Competitors
Salesforce Sales Cloud Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | All |
Frequently Asked Questions
Salesforce Sales Cloud starts at $25.
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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Reviews and Ratings
(3222)Attribute Ratings
Reviews
(276-300 of 374)Companies can't remove reviews or game the system. Here's why
October 02, 2015
Awesome Tool for any User!!
We currently use Salesforce.com internally to manage sales and service. We also implement Salesforce.com for other companies both big and small. In our instance we also use the Chatter feature to collaborate, share files, share news info, and share new ideas and implementation strategies. We also use Salesforce.com to provide support for all existing clients.
- Usability. Salesforce.com provides many different platforms and tools that make it easy to implement into any business model. Even some of the more difficult requirements can be accomplished with the use of customized code and triggers.
- Data Quality. Salesforce.com provides a data duplication check when uploading information into the system making it more efficient and less time consuming for the end users to manage their accounts, contacts, and opportunities.
- User Interface. The Salesforce.com user interface can be customized to fit your desired image. It is also very user friendly and consistent across all pages in the tool, making training and user adoption a breeze.
- Reporting. The Salesforce.com standard reporting tool is lacking some functionality that you can find standard in many other tools. The option to allow a SQL interface for individual users would greatly improve this functionality.
- Dashboards. While the Salesforce.com dashboards are nice and can be customized to a certain extent, there is plenty of room for improvement on the interface, different graphs, and usability across multiple objects.
October 02, 2015
Salesforce.com has helped unite my company's many departments and business processes
At Learning Sciences, we use Salesforce.com in many ways across several departments. Our sales and management teams use it in the standard way, tracking sales, opportunities, and for forecasting. Upon implementation of FinancialForce accounting, our finance department are now also heavy users. We have custom apps built in Salesforce.com that our fulfillment team uses to track delivery of products, including scheduling our onsite training products. We have a team of contractors who deliver those training products across the country. We manage them via Salesforce.com, offering trainings, supplying training materials, and issuing work orders.
- My favorite aspect of Salesforce.com, which has really opened up a new career for me personally, is how easy it's been to start developing with Apex and Visualforce. I have no programming background whatsoever, and I was able to pick up Apex relatively easily through Google and some trial and error. In under two years, I've gone from never having coded anything in my life, to now writing Apex all day, every day. I've never had so much fun at work!
- This is very general, but I wish Salesforce.com didn't seem so slow sometimes. We get some pretty gross load times, especially in our Sandbox.
October 01, 2015
Everything revolves around our Salesforce org
Salesforce.com is being used by many departments within our organization, it is the center of our universe. Sales Cloud is heavily used across our five sales departments to manage pipelines, track production, share productivity and we use the insights gained to make daily decisions. We are currently implementing an auto dialer within Sales Cloud that will help increase efficiency across all areas which should lead to higher close percentages.
Our Marketing Team uses Exact Target Solution from Marketing Cloud which has led to the highest deliverability rates in company history. The Exact Target Salesforce Integration gives us email analytics directly from within the Salesforce Reporting tab. We have also built a custom webinar integration that stores real time webinar data in our org allowing us to tie our Sales Metrics to our Webinar Attendance Data.
Service Cloud is the tool used by our product support team and we are also in the process of implementing a new native accounting solution. Salesforce is allowing us to build an end to end solution allowing us to tie all of the most important metrics we use to run our business into one place.
- There is a solution for just about anything a business would need on the AppExchange and the platform allows for relatively easy integration with countless cloud products.
- Salesforce grows and changes rapidly allowing us to be nimble regardless of how big of a company we become.
- Innovation is another key strength for Salesforce, the constant releases with new technology advances is a tremendous benefit allowing companies to take advantage of these features many of which directly drive company growth.
- Releasing new features/technology prematurely is an area I think that can be improved. Salesforce has a big release yearly during the time of its big Dreamforce Conference. Most of these releases are really not completely ready for release when they are advertised, it's important that you carefully research these solutions prior to purchase.
- It would be great if Salesforce made their B2C solution a bigger focus. Salesforce allows for Person Accounts to be used for B2C companies however it is never a focus at any of their events and most products and solutions have challenges using Person Accounts.
- Support is average at best, it would be great if they used the innovations and new technologies they advertise to support their own customers.
September 30, 2015
Great product!!! Always has been...always will be!!!
Salesforce.com is mostly being used across our sales/marketing departments. We have been making a lot of changes to our instance to take advantage of native functionality that we have not used before e.g. Opportunities. We are moving from a database that mostly just tracked activities, to a more robust platform to track our sales more proficiently.
- Customization of the platform - it's nice that out of the box you can customize Salesforce.com relatively easily enough to meet the needs of your business.
- Ease of Use - it really is easy to use and with all the releases, updates and new features...it gets even easier.
- Marketing - Salesforce has done an outstanding job of marketing it's brand. It is so highly involved in so many facets of our day to day lives we don't even realize it.
- Missing Functionality - I often times see ideas being voted on with hundreds of points over other ideas that get implemented. I know it is a phased approach, but some functionality just should be in the out of the box platform.
- Releases/Training - I feel like the 3 releases each year...while needed, can be a bit too much...it's almost as if once the new release is deployed, by the time I can review all the changes, the next release is out and it changes the last releases functionality. Additional training to assist Admins in learning all the new features would be great...Trailhead seems to be the answer for that however.
- Salesforce1 - while I like it better than the "classic" mobile version...it still needs a lot of work and some of the functionality in Classic was lost with Salesforce1...plus the connectivity is sub-par.
August 19, 2015
Salesforce Strong
We utilize the Salesforce platform across our entire organization. Every department from Human Resources, Quality Assurance, and Accounting use the program on a daily basis to perform almost every aspect of their daily routine. Salesforce solves many problems including communication regarding customers, keeping track of projects for customers, and internal support requests. Any of our users can log in and know exactly what they need to do for the day, what their team is working on, and locate any other improtnat information they need regarding our customers. It is basically a one stop shop for information.
- Custom programming - Salesforce is able to be customized which is a great asset. The ability to create custom objects, visualforce pages, and triggers is indispensable.
- Releases - Salesforce does a great job of communicating upcoming changes and offering training and documentation on the new features.
- IdeaExchange - They allow customers to submit enhancements ideas for the salesforce platform and allow voting by peers. They take these ideas into consideration for upcoming releases.
- Field Limitations - Currently Salesforce only allows 25 roll-up summary fields which can be frustrating at times. I am not sure why there is a limitation on those.
- Dashboards - I would like to be able to customize dashboards more dynamically. Change colors, add more reports, resize as needed, etc.
- Customer Support - I loathe having to call or log a case with their support team. I always receive very dry service and rarely ever have my question answered.
July 08, 2015
Highly Satisfied with Salesforce.com
We are using Salesforce.com for implementing our sales process. It is the initial phase of the development and [we are] working on getting rid of the old Excel sheets and bringing up Salesforce as a tool which may be used across the board. Considering the features offered by SFDC, we are planning to expand our usage in the coming future.
- Pricing
- Customer Satisfaction and Customer Support
- Ease of usability
- Value Addition to the Small to Big size companies
- Flexibility of using reports and dashboard with better GUI and that should be within Salesforce. Need not or less to pay for those features rather than buying third party tools.
- More usage of Chatter
- Creating a dumping zone for older spreadsheets/ data in salesforce which should stay intact and can be referred when required.
July 01, 2015
Salesforce review
Our company uses Salesforce to track our clients and the products that they have bought from us. We use this software in conjunction with Intacct and to generate our renewal invoices for our clients annual software maintenance fees. This software is used by the our sales team and our billing team.
- Tracks our client names and location.
- Tracks client product usage.
- Tracks client support usage.
- Creating reports could be more intuitive.
- This product is fairly expensive.
- Steep learning curve.
June 03, 2015
Salesforce for Dummies - NOT! Huge tool with huge setup and maintenance costs, not for small organizations.
SF is used across the organization in two orgs I am a part of. It was to attempt to replace the ordering, registration, invoicing, and other forms of course booking and management.
- If you can spend a huge amount of money with consultants tailoring the workflow, it is a good product. Plan on 2-10x the purchase price.
- If properly and simply configured, it is a good CRM with hooks to many other systems. Again, every hook is time consuming and can be fragile.
- Very flexible - to an extreme. So you can program it to do what you need, with either very expensive in-house expertise or consultants.
- Having worked off and on in software development for decades, it is just too complex. That said, integrating point solutions is no joke either. SF tries to automate so many processes it reminds me of a 6 sigma project - 500,000 repetitions is a good mark, you will save loads of time and money. For a small team it is a tremendous time suck. Both the organizations I am familiar with here probably spent way more money that they could possibly have saved. That said, they did not have good guidance in implementation.
- From a database perspective, it is difficult to pull all information. Providing a link to simple tools would save having to deal with the complex reporting system.
Salesforce is currently used to track product transference from lead generation and combing(Leads),to initial POC with a physician or potential patient client(Activities), to requesting supplies(Products) that are then packaged and shipped to a physician for specimen collection and return(Opportunities w/ Stages), as well as Client Issue recording (Cases) and reporting metrics of various designs such as # calls per Service Rep, # Opps per week per Sales rep, etc. for management. We also use a map addon(InField Maps) to help the field sales team see problem areas, hot spots, cold spots, etc. as well as a few other addons such as roll-up helper and DemandTools for administrative maintenance.
- Data Visibility
- Position flexibility (customized page views, access, etc.)
- Workflow (wf rules, validation rules, triggers, dependant picklists, etc.)
- Training resources
- Reporting, only three ways of sorting, can't sort by multiple tiers,
- Emailing
- One contact to many accounts (currently a one-to-one relationship, so physicians that practice at multiple locations must be dealt with with custom development)
- Inventory management
- Mobile interaction (It's usually more efficient to use the mobile app to just navigate to the full site on a phone or tablet)
April 30, 2015
SalesForce at the heart of our business
SalesForce is used across many departments of our business to manage prospects and clients. This is our key source of information and where a lot of our processes are implemented.
- Pipe management for sales rep
- Support cases management
- Account management
- Reporting
- Dashboard
- Flexibility
April 29, 2015
Great CRM software
Salesforce is being used across the whole organization. Marketing uses it to post documents and data sheets for reference, and Sales uses it to keep track of contacts and opportunities. Since we don't sell directly, by logging each opportunity filed by end user, we are able to keep a level price playing field for all of our resellers. It also helps us manage our sales pipeline by knowing our potential and allowing us to follow up.
- I think Salesforce does a great job of allowing reminders and notes to help with following up on contacts.
- Chatter is a great way to communicate with coworkers through the portal.
- Salesforce is very user friendly in all aspects and is extremely easy to navigate and find what you are looking for.
- I have run into trouble with authorities on being able to edit certain things in our pipeline. It is something that I have worked with my IT department and may just be doing wrong, but some things are now sitting with incorrect information because I don't technically have the authority to change.
April 29, 2015
Powerful database but clunky UI and high TCO
All team members use Salesforce, not only our sales people. For instance, our market research team uses Salesforce to mine contacts for their research. Finance is not actively using it though, except to pull the sales numbers. HR is not using it.
- The database is very powerful
- The system is very stable and scalable
- Salesforce is the leader in the game, so not going away anytime soon
- Does not provide API out of the box to Professional users and a lot of fixes to Salesforce flaws require paying for the API, and paying for third-party apps, and paying for consultants and admins to help get this set up properly. TCO is much higher than the list price of the license.
- User Interface is very dated, clunky, not user friendly.
- Company is not responding to user requests. On their community forum, you can lots of basic user requests repeatedly made over the years, and no response from Salesforce. Email integration is very poor for instance.
April 29, 2015
SalesForce is flexible CRM
Score 9 out of 10
Vetted Review
Verified User
Salesforce was used in our Sales, Marketing, Account Management, and Support departments to manage the sales pipeline, customer information records, and support tickets. Lead data in Salesforce originated in Marketing; Sales then used the system during the sales cycles. Once a new opportunity was closed and won, Account Management would take over the record, and Support would later track any support tickets in the system.
- Ease of customization.
- Reports are excellent!
- Integration possibilities with large AppExchange community.
- Outlook integration.
- Cost to implement API for custom integration is too expensive for smaller companies.
April 29, 2015
SFDC Prints Money for Businesses
We use Salesforce throughout the sales and account management process. Marketing handles the leads category, sales when the become contacts, and then Account Managers once they are signed. The entire organization has access to SalesForce, and you can even see logged tasks from the CEO. This is extremely helpful because it shows a dedication and value of good data. In terms of business problems it addresses, it helps organize a scaling sales organization, while allowing for management and finance to properly forecast revenues multiple terms in advance.
- Consistent contact with high-value prospects. Keeping a sales staff organized is the highest value for day-to-day users. No longer are spreadsheets used
- Allows for the logging of important actions. All accounts activity can be logged and tracked, allowing for markeitng to run success metrics and create lead scoring to improve roll of cold-calling team.
- Makes me hit my goal. I think this is the most important aspect of Salesforce. It allows me to exceed my quota and that is what makes a happy sales team and company.
- Organization of Salesforce at the lead level, not account, are very difficult. You cannot create umbrella with leads.
- Poor integration with email providers. I am consistently underwhelmed due to the lack of email plug-ins with Gmail.
- SFDC can get out of control. If there isn't a grown-up in the room to actively manage and police it, it can get out of control and lose its value
April 09, 2015
CRM is never done - Salesforce moves with you
It is being used across all sales and marketing. We have three brands and use slightly different sales processes for those brands. We have a consistent approach and SFDC provides a predictable pipeline funnel view.
- Provides Sales 360 view of the Account/Contact when conversing with the prospect
- Provides a predictive view of the Pipeline based on actual activities by the prospect AND sales
- Sales personnel have one place for content and correspondence without having to "Cross Applications"
- The UI is dated and becoming cumbersome. The Console is a good start but needs work
- Forecasting: Not configurable, not sophisticated enough for our business. It is simple but not adequate.
April 08, 2015
Salesforce.com is the best CRM tool!
We use Salesforce.com across the whole organization, from Sales, Inside Sales, BusDevelopment, Finance, HR, Marketing, Operation and etc. The main purpose of this tool is for forecasting, Quote-To-Cash and Contract management. Professional Services group uses for Statement of Work creation and evaluation.
- Easy to use when query data/ running report
- Tech Support is robust
- Easy customization to fit almost every business processes.
- Salesforce.com does not offer too many different layout or grids on pages, when its come to customizing the "look" of platform, its almost impossible
- Wish they can be more flexible on their Collaborative Forecast module, our business has one additional forecast category and Salesforce.com does not provide room to modify
- Wish we as the system admin can run a report based on each profiles access on each objects across the org.
SalesForce is used across the organization not only for the sales team, but also as a work ticket tracking system and a knowledge repository. It addresses the usual challenges for sales (tracking sales process stages, contacts, etc.), but is also the definitive source for current information on a current client and what we're doing with them. It also provides a Client Portal - essentially a roped-off area for clients to be able to access the knowledge base, submit work tickets, and track progress.
It solves for providing a detailed picture of what we are working with our clients on - from sales to problem-solving and relationship management. Think of it as a giant data repository fed constantly by staff and management that can be structured with any number of fields, pages, reports, etc. to extract the data, together with rule sets that govern how data is collected and what data appears where when.
It solves for providing a detailed picture of what we are working with our clients on - from sales to problem-solving and relationship management. Think of it as a giant data repository fed constantly by staff and management that can be structured with any number of fields, pages, reports, etc. to extract the data, together with rule sets that govern how data is collected and what data appears where when.
- Great for gathering and reporting on virtually any type of data. Has a pretty strong search function.
- Flexible in terms of its ability to modify pre-packaged form objects, create new fields, import and export data to other systems, and build conditional rules for gathering and display of data.
- Chatter (if you get everyone to use it - no easy task) does a good job of keeping a running narrative on most any topic - progress on a work ticket, changes to a product, discussions on a sales order, etc.
- Excels at what it was designed for - the sales process. But other functions such as work ticket creation and tracking, product management, etc. are rather forced and clunky. It works, but only with a lot of care and feeding. It can let you do a lot with most any kind of data, but can get weighed down and confusing quickly if your organization has chosen a sub-optimal process and structure for it.
- Needs much more user-friendly and flexible ways of gathering info. It has highly limited functionality/modules for surveys, for instance. Providing easy, attractive, and highly distributed tools for information gathering are essential, but there's a big gap here.
- The ability to alter forms and fields and make rules is necessarily limited - ill-informed users could make a big mess in minutes - but a more user-friendly platform for allowing such changes with an approval/vetting workflow would prevent bottlenecks. If you want to do anything meaningful or the least bit innovative with SalesForce, you need in-house experts, often a team of them.
March 24, 2015
Salesforce from the user perspective
Salesforce is currently being used across our sales organization and our company owned retailers to track leads and opportunities.
- Easy to use
- Easy to configure
- Large user community support
- Does not consider hours of operation of their customers when making support follow-up calls.
Score 9 out of 10
Vetted Review
Verified User
I've done Salesforce implementations for a number of companies, so I have experience with many of the various solutions offered by the platform. Salesforce is certainly a powerful CRM, but it offers far more than that. From support, to marketing, to custom development on the Force.com platform, it's easy to tie together multiple departments and allow them to share the same data.
- Salesforce isn't just a CRM solution, it's a platform. Even if you don't have the time or resources to develop an in-house app, there's likely strong integration with 3rd party solutions.
- Salesforce offers a robust security model. There's definitely a learning curve, but it makes it easy to control who see what for management and reporting purposes.
- The mobile app is very good for Salesforce which allows users to accomplish a lot while on the go.
- The GUI isn't as modern as some of the newer solutions. It requires a lot of mouse-clicking from users to navigate.
- Since it uses a custom language, developers are hard to find and tend to be expensive.
- Cost. While there are some entry level solutions, you can get many of the core CRM features from other solutions for less money.
March 18, 2015
Still going strong with Salesforce.com
It is used across our entire organization as our system of record. We use it (along with several integrated apps) for Leads, Marketing, Sales, Customer Install Projects, Support Cases, and many other internal things that we need to keep record of.
- Salesforce.com is flexible and can accommodate any size company. It is highly customizable and virtually limitless with the development platform. It is a great product, and in my experience, the key to success with Salesforce.com is having people that are dedicated to learning, maintaining and developing the system, with focus on a positive user experience.
- Support for Salesforce.com is incredible. If you don't find what you are looking for in their vast Help & Training documentation, there is a great support community of users where you can search for answers or post your question. Also, a regular web search will return many hits, as well. There are many independent websites that have documentation, code sharing and support forums. But if you need to talk directly to their support team, they are very responsive and I have always had a positive experience with them.
- Salesforce.com is highly available. In the 8 years that I have been using Salesforce.com, I can only recall one time many years ago when we had a problem with the site, and it was resolved relatively quickly. I like that everything is available online and can be accessed from anywhere. This allows for people to work out in the field and from remote offices.
- One of Salesforce.com strengths could also be considered a weakness to some. I think it is great that the product is so flexible and customizable, but that also makes it very complex. It takes dedicated people to manage it. It is an ever-evolving system which is great because it stays updated and constantly improves, but for some it might be hard to keep up with the changes. I know from experience because of the position I was in for many years. I was responsible for the system, but it was not my dedicated role, so many of the updates went unnoticed and we started getting more internal requests to change the way it worked, and eventually we got behind. It's important to have a dedicated team of people, who will be involved with supporting the system, especially with a growing company. It's a wonderful product, but it will not appear so if the appropriate resources are not dedicated to it. You get out of it what you put into it.
March 18, 2015
Salesforce.com enables org-wide efficiencies
Score 9 out of 10
Vetted Review
Verified User
Salesforce.com is used all across our organization, differently by each department. The sales & account management team uses it to manage leads, accounts, activities, and opportunities. The accounting department has an integration with FinancialForce to build invoices directly from accounts. Customer service uses cases to track customers' needs. Marketing has integrated Salesforce.com with Marketo and tracks campaigns on contacts and leads. Product development uses cases to track development of our own SaaS product.
- Opportunity tracking for sales people. I'm not a salesperson, but I have seen the ease of use Salesforce provides for pipeline tracking. Other features like Forecasting make it easier with multiple levels of sales management to manage individual quotas, or a team's quota.
- Customization. As the Salesforce.com Administrator, I'm often asked to add new fields to make the system more applicable. As is our mantra, If it isn't in Salesforce, it doesn't exist.
- Ease of use. The global search capability is a beautiful thing to find a record with little information to go on. No HTML knowledge is required to build custom objects.
- Contacts attached to multiple accounts. Right now, you can only attach a contact to one account. We have several duplicate contacts because they reside at the corporate level, as well as at an individual branch.
- Better WYSIWYG. I personally loathe the Salesforce WYSIWYG. It's very limited. Obviously, Salesforce is not an email automation tool. But email templates built in Salesforce are so obviously not a regular peer-to-peer email unless the Custom type is built - which requires straight up HTML code, and cannot be edited before sending.
- Outlook integration - It's a nice tool - except for the part where it eats up API calls constantly and there's little customization of how it's used.
March 13, 2015
Indispensable platform.
Score 10 out of 10
Vetted Review
Verified User
- It makes Sales, Marketing & Services Automation so much easier. The ability to customize Salesforce according to our business needs and to get that done in a shorter time-span is the key difference.
- I can't think of anything. It has its tentacles spread across almost all functions in an enterprise and proves to be a very efficient tool, if used properly.
- One area where they could invest more and extend the functionality would be to incorporate a completely native CPQ (Configure / Price / Quote), tool that can leverage the existing functionality of the platform.
March 11, 2015
Salesforce in Teach for America
Salesforce is used across the whole organization of Teach for America. TFACT is used under Salesforce as a data base for prospective candidates for the upcoming Teach for America corps. Each prospective candidates' extracurricular activities, school history, personal information, and other relevant information is entered into TFACT of Salesforce. These candidates are then contacted in their final year as an undergraduate and asked if they would be interested in learning more about Teach for America. Students that graduate and enter the workforce are also occasionally contacted if they would be interested as well. Salesforce is effective in helping organize everything into one comprehensive database for Teach for America.
- Have a "Recent Items" category in TFACT that allows for easy access of recently accessed items.
- Have separate categories for extracurricular activities, education information, and others with ability to rate each.
- Allow for each individual with TFACT Salesforce access to contact each other with questions or comments of what each other individual added into the database.
- Each individual can have different access to accounts in TFACT Salesforce. This causes some confusion when communicating across people who have different access capabilities.
- Separate "Accounts" must be created for extracurricular activities which is cumbersome when adding multiple activities into one person's account.
March 11, 2015
Salesforce is a rock solid CRM solution.
Score 9 out of 10
Vetted Review
Verified User
Salesforce.com is being used by our call center, IT, and marketing departments. It also has executive users. It is utilized in the call center for it's CTI with NewVoiceMedia to deliver calls and place calls within the U.S. and other countries such as GB, AU, ZA. We match records in Salesforce based off of the incoming calls at the Account and Contact level and display three fields to the call center representatives if a record matches that helps identify the caller for easier record listings. The Technical Support team uses BMC RemedyForce for its Incident and knowledge management and IT utilizes RemedyForce for incident, knowledge, and change management. Marketing uses Salesforce for reporting and Pardot for Marking Automation. Our executive users receive scheduled reports and dashboards of sales and prospect data in a more timely manner than our previous method of manually running reports from the ERP. Salesforce overcame the communication barriers that often plagues medium sized businesses that are finding their footing and growing into large enterprises. This gave the small business feel with the resources of big data at our fingertips.
- Reporting.
- Custom fields/objects to meet an almost unlimited set of business models.
- App Store has apps that will plugin to Salesforce and deliver everything from electronic contract signing, data deduplication, to icon sets that can be displayed as field values to enrich the experience of users.
- Salesforce1, the mobile platform seamlessly integrates the mobile environment with the custom apps and records housed in the CRM. Better than any I have used before.
- More ability to generate custom rollup summaries beyond the current maximum of 15 fields. Without perfect foresight into future needs of objects that you create, you could find yourself without the ability to create what you need without resorting to APEX coding classes and triggers.
- Reporting integration with their B2B company Pardot and B2C company ExactTarget, both owed by Salesforce.
- Scheduling of joined or multi-block reporting.
- Standard Order and Products objects having the ability to be fully integrated with Accounts object (A full One-to-Many relationship) including master detail relationships.
March 10, 2015
Great contact management for sales and marketing.
Score 9 out of 10
Vetted Review
Verified User
- Salesforce is best at Contact management for sales, marketing and customer support. These functions are pretty much out-of-the-box. It can be easily adapted (customized) to implement many different business processes and controls such as employee onboarding, project management and implementation, customer surveys, defect tracking, and billing, to name a few.
- Out of the box email communication functionality is a weakness. Salesforce is not a mass email tool so notifying more than 250 customers in one batch or more than 1000 in a day is not done natively. Salesforce has said that they are improving their basic email service in future releases.