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Salesforce Sales Cloud

Salesforce Sales Cloud

Overview

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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Learn from top reviewers

Awards

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

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
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Pricing

View all pricing

Starter

$25.00

Cloud
Per User/Per Month

Professional

$80.00

Cloud
Per User/Per Month

Enterprise

$165.00

Cloud
Per User/Per Month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.salesforce.com/products/sal…

Offerings

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

Starting price (does not include set up fee)

  • $25 per month
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Features

Sales Force Automation

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

8.2
Avg 7.7

Customer Service & Support

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

7.8
Avg 7.6

Marketing Automation

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

8.2
Avg 7.6

CRM Project Management

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

8
Avg 7.6

CRM Reporting & Analytics

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

8.2
Avg 7.5

Customization

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

8.6
Avg 7.6

Security

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

8.9
Avg 8.3

Social CRM

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

8.3
Avg 7.3

Integrations with 3rd-party Software

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

8.2
Avg 7.3

Platform

7.5
Avg 7.4
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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 Customer data management / contact management and Single sign-on capability highest, with a score of 9.

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

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Reviews From Top Reviewers

(1-5 of 392)

Benefits of using Salesforce Sales Cloud

Rating: 9 out of 10
September 10, 2024
Salesforce Sales Cloud is the best tool for sales activities in daily activities of business. It helps to get leads from Salesforce, which helps Salesforce to drive faster as compared to other CRM. This really brought change in our company.

Also when there is validation of contacts is to be done it is also been managed by Salesforce which extremely helpful for working so, it is best experience you can get for Salesforce Sales Cloud and it also helped to reduce the bounce in the company.
  • Controlling bounce rate and reaching out to prospects
  • Managing of contacts are much easy and responsive
  • Validation of accounts are synced and clearly visible on platform
  • It's connectivity in terms of syncing all activities are great
Cons
  • It can improve more on interface
  • Costing is not easy going for everyone
  • Wide in terms of functions and which need to learned by time and courses
Salesforce Sales Cloud is suited for big organizations and huge business and also mid size business as there is more contacts so, there is need of big CRM is needed which is helped them reduce accounts and contact duplicates that helps to improvise on team performances and goals and things met easily with the team.

Going on a decade of using Salesforce.com

Rating: 8 out of 10
January 28, 2015
Vetted Review
Verified User
Salesforce Sales Cloud
9 years of experience
Salesforce is our operational database of record, though some contact information is mastered in a proprietary database that powers our website. Salesforce is a bit of a data dumping ground for us. It's the place where we try to resolve duplicates and have a 'single source of truth' on our members and customers.
  • I continue to be surprised at just how flexible Salesforce is when it comes to creating custom objects, establishing relationships among these objects, and presenting related information (including dynamic roll-up fields) on custom screens. For a product that is built for sales organizations, it can support a myriad of other business processes nicely.
  • There will probably always be room for improvement around custom dashboards in any CRM platform, but Salesforce is robust in this area and can put powerful insights at your fingertips. Granted, this is focused on historical and real-time data, with future projections only meaningful to the extend that you have accurate data on your sales opportunities and are trying to predict revenue. Using Salesforce to try to predict operational needs like staffing levels can very quickly lead to hand-waving and guess-work.
  • Salesforce is powerful when fully embraced across your organization as the place to push all customer and prospect interactions. With the right discipline, you have all the most essential information at your finger tips for any contact or lead.
Cons
  • Salesforce reporting is a perennial complaint. I've found it to be sufficient for most of what I need day-to-day, though not particularly impressive. I regularly stumble across data that I can't access from within a certain report because of the way the data is joined (or isn't) and the limited scope of the report based on the reporting option I chose. Reporting is most useful when combined with dashboards.
  • Salesforce has some quirky constraints around custom objects, roll-up fields, and the way parent-child relationships are defined. Changing these relationships can cause reports to disappear and dashboards to break. Salesforce warns you about this, but doesn't make it easy to figure out what will break when you make changes.
Salesforce is best suited to ... sales people. That may sound painfully obvious, but going "outside the box", while entirely possible, can quickly lead to a lot of customization work with unknown long-term implications. How nicely will AppExchange apps and integrations to other platforms (like Marketo or Act-On) work if you've extensively customized your data schema, workflows, and data views? It all depends and can be hard to predict.

Salesforce - Information at your fingertips

Rating: 9 out of 10
April 12, 2018
WS
Vetted Review
Verified User
Salesforce Sales Cloud
1 year of experience
Salesforce is used by all sales teams and the marketing team within Balboa Capital. Salesforce enables our sales teams to engage with prospects, track notes, approvals, business opportunities, and ultimately submit applications. The marketing team uses Salesforce to track key metrics put in place by c-suite executives. From a marketing perspective, Salesforce.com allows us to pull custom sales reports in order to see how sales representatives are engaging with leads, the quality of leads, ROI on campaigns, lead life cycle, and forecasting. Salesforce.com provides us with a one-stop CRM system where we are able to pull important information immediately rather than waiting on IT to create a report on the back end.
  • Sales representatives can easily and securely store all important information pertaining to a record. Such as activity notes, call backs, opportunities, applications. There is improved organization of information once we migrated to Salesforce.
  • The Salesforce reporting feature is easy to manage. Whether you are looking to create a simple leads report, or pull a complex accounts with applications report, all information within Salesforce is easily gatherable, editable, and exportable. I have been able to create my own reports within minutes that would have taken weeks for IT to build.
  • Salesforce is fully customizable. If a feature you would like in your CRM system is not available with the "out of the box" purchase, you can easily visit the AppExchange to find the tool you would like to add.
  • Salesforce empowers our sales team with the ability to have enchanced communication. Prior to using Salesforce, many of our sales representatives would use the sticky note method as a way of reminding themselves when to call back a specific record. Now, all follow up tasks automatically populate for sales representatives, so there is no more loosing accounts or forgetting about a meeting. Communication such as voicemails, emails, and call back tasks can be completely automated by using applications that sync with Salesforce.
Cons
  • Customization was a factor with the way that we use Salesforce. If your business sales cycle tends to be complex, you may need to think about hiring a Salesforce Admin to essentially customize your product. Salesforce is not easily customize-able for the everyday user.
  • If you are unfamiliar with the way that Salesforce reports gather information or what information you are looking to pull, then the reporting feature may be confusing. It would be helpful if Salesforce provided users with simplified instructions for some of the most highly used reports.
  • Salesforce updates may cause errors on customized triggers or work flows. Often times, if the CRM is updated to the newest edition, customized work flows that were created by your Salesforce admin may not function correctly. Time is spent finding the code and fixing the error on the back end.
Salesforce.com has been an excellent tool for gathering business intelligence and analytical information. If your company is looking for a CRM system that is compatible, allows for ease of communication across departments, and access to various reports, then Salesforce is your solution. If pricing is a large weighing factor, then Salesforce.com may not be the best CRM product for your company.

Awesome PaaS platform.

Rating: 10 out of 10
January 04, 2013
Vetted Review
Verified User
Salesforce Sales Cloud
4 years of experience
  • It has awesome PaaS platform, aka force.com which allows any business to meet any complex requirements.
  • It can help almost any processes I can think of, but out of box it does a nice job of Sales Automation and Service
Cons
  • User management
Make sure you choose the right edition.

Lack of trend analysis is bane of my existence.

Rating: 9 out of 10
October 26, 2012
Vetted Review
Verified User
  • It’s truly the platform for the business. We can comprehensively run almost everything we do.
  • It’s all down to management adoption. As it gains more data, it becomes more useful.
  • Opportunity tracking is great.
  • Native reporting is very intuitive, very straightforward, and efficient.
  • I Iove the dashboarding. Even with workarounds, it is really intuitive.
  • The user interface and its ease of use for developers/administrators
  • Help and training on their website is amazing.
Cons
  • The bane of my existence is the ability to snapshot and warehouse data for reporting and trend analysis, i.e. any type of reporting on deltas to where we were last year. Salesforce really needs to fix this.
  • I have not seen something in production from Salesforce for data warehousing. You can do an analytical snap shot that allows you to run a report, but it is very manual and only allows 2,000 line items of data. This is incredibly limited and not very user friendly.
  • You can use a tool like ForceAmp to do data extracts, then push the data into a warehouse to run analytics. We have created our own extract capability and licensed Tableau for visualization and analysis (e.g. joins).
  • We tried out Cloud9 as a solution but it was poor at everything except warehousing data. If you change a field in Salesforce you want this added to your data warehouse, however, there was no API/interface to make fixes on your end and you had to reach out to the company (Cloud9). We had to give them a user license to run their snapshotting. We fired them a year ago.
  • We had to buy a solution (Apptus) for quoting/proposals as native Salesforce.com functionality wasn’t great. Workflow and approval process was squirly and price modification was rudimentary. As you build more complexities, the system breaks down.
  • The forecasting tool is great for some things but not great for others. It is not that flexible. Presently forecasting object does not have API access. Salesforce are currently overhauling it. If you have a custom developer, you can bypass issues with custom triggers e.g. totally separated stage and forecast categories.
  • If people move departments, everything they do (e.g. their past sales) moves with them – e.g. when they move vertical. It is not role based. Historical reporting moves with them and you need to snap shot. The data doesn’t line up. You cannot do roll-ups across custom objects.
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