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…
Recent Reviews
How Salesforce Sales Cloud Differs From Its Competitors
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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
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
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $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
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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).
Comparisons
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Reviews and Ratings
(3222)Attribute Ratings
Reviews
(1-25 of 193)Companies can't remove reviews or game the system. Here's why
We use Salesforce Sales Cloud as our customer relationship management platform. We use it to keep track of leads, customers and past customers. Our sales team have all the information they need to evaluate prospects and leads, to nurture them, convert them and ensure appropriate handover to customer success. Other stakeholders in the company such as executives, finance, marketing and product benefit from the unified data.
- Highly customisable application that organisations can tailor for their use cases.
- Good integrations and powerful features for getting data on from other data sources, transforming the data and integrating it.
- Stable, reliable, mature platform that promises consistent performance.
- The learning curve to use Salesforce Sales Cloud is very steep.
- It is a complex app that will request the assistance of external consultants to ensure it is set up correctly.
- Pricing is expensive.
Our sales team has been using Salesforce Sales Cloud for a while and it helps to organize all the sales deals, prospective clients, and client pipelines under one umbrella. The team members have been working in silo and the sync happened between the members during the standup calls and other sync-up calls before using Sales Cloud. This caused a delay in the sales processes, but now everyone is synced up automatically through the dashboard provided by Sales Cloud.
- Holds contacts of all the customers, prospective clients and others and helps in organizing group emails.
- It holds the history of purchases of all the clients, so no separate document maintenance is needed.
- The daily alerts that have been setup reminds about the upcoming calls and processes
- Sales cloud provides the sales forecast data but could be better if it has good charting functionalities.
- Email templates are missing some fonts.
- If Sales Cloud integrate LinkedIn data about the customers, that would be great.
March 29, 2024
Maximize Sales Productivity with Salesforce Sales Cloud
We use Salesforce Sales Cloud for our daily pipeline leads and opportunities management. Our sales teams are able to track their relationships through activity tracking and prioritization through standard features. Management are able to see an overview of how the sales teams are pursuing leads. Through personalized team dashboards and scheduled reports managers are constantly informed on progress or areas of improvement. All processes in the pipelines are automated through in-house automation tools, from approvals to auto-creating records based on user inputs. It's an easy platform to use once you get to know it and even better if you have an administrator on staff. There are multiple Salesforce consultants to partner up with for the development of the platform to suit specific business needs. The Salesforce support teams are awesome and helpful and there are multiple help articles online to assist with your customization of the platform.
- user access control
- customization of the platform
- integrations
- automation
- more detailed error messages
- updated help articles that doesn't refer to classic anymore
March 28, 2024
Salesforce Sales Cloud is a Platform You Need
We use this to manage relationships with customers and potential clients. It can sometimes take a while to get a client. This allows us to manage the relationship with clients as we develop the business. It also allows us to manage the return customer relationship and to stay in touch with potential return clients.
- Keeping clients information centralized.
- Reminding potential clients contact
- Passing between several different members of our team
- Very comprehensive platform
March 27, 2024
Salesforce Sales Cloud still rocks!
Salesforce Sales Cloud is used to support the entire sales cycle from lead capture to conversion and opportunity management. All done with chat tools, calendar and tasks integration, chat and internal collaboration, email and WhatsApp API. In addition, it includes sales tools such as quote offers, sales quotas, forecasts, etc. It also includes AI for sales.
- Lead management
- Opportunity management
- Quotes
- Quotas and forecasts
- Pricey
- Degraded flexibility pushes to more dependence in partners
We were looking at using Salesforce to speed up work flows and assist in the efficiency of information handling between departments. Saleforce as a CRM allowed us to explore and see what a data lifecycle would look like using Sales Cloud in an education environment. The use case was looking at the student information data flow from an interested parent, through to enrollment and beyond.
- Highly customisable
- Best in class system
- Access to support
- Highly customisable, so you need consultants to assist
- Expensive
- Support turn around time
March 26, 2024
Salesforce
Salesforce Sales Cloud plays a pivotal role in our organization, addressing various business problems and enhancing our sales pipeline management. Leveraging the power of the cloud, Salesforce Sales Cloud streamlines our sales processes, providing a centralized platform for customer data management, lead tracking, and opportunity nurturing. Scoped across prospecting to post-sale support, it drives revenue growth and enhances customer satisfaction.
- providing a centralized platform for customer data management
- scope from prospecting and lead generation to closing deals and post-sale customer support
- Better collaboration between sales teams and other departments
We use Salesforce Sales Cloud as our 'one source of truth' for most things related to our customers. We use it for more than just the CRM capabilities, having built custom objects and Flows that enable us to use Salesforce to process jobs all the way from a Lead through Opportunity and then to the point where the finished items are dispatched to the customer. The ease of customisation and automation means we use it as extensively as we can.
- Customisation
- Automation
- User Interface
- Reporting
- Lightning version sometimes misses Classic functionality
- Some error messages/handling is not especially helpful
We are a Salesforce partner. We have implemented Sales Cloud for numerous organizations. The business flow that is typically required is: web to lead or email to lead. After the lead is created then lead status is tracked and update in Salesforce. Once the lead shows interest, it is converted and an account, contact and opportunity are created. In the opportunity products are added, and quotes are created from Salesforce. The stages of Opportunity are updated by Sales persons. Salesforce is also used to track activities like tasks and events on the opportunities.
Management has access to reports related to Opportunity and leads.
This is a basic Sales cloud flow which is then customized based on business needs.
Management has access to reports related to Opportunity and leads.
This is a basic Sales cloud flow which is then customized based on business needs.
- Management and customization of opportunity pipeline
- Automation based on client needs
- Lead management
- Management of events and meetings
- Keeping track of historical customers and opportunities
- Enterprise edition can be pricey for small businesses
- Professional edition and Group edition have limited ability to customize the functionality
- Hiring Salesforce consultants can be expensive for small businesses
March 23, 2024
Streamling Sales Success
Salesforce Sales Cloud serves as a versatile tool for our organization, aiding us in multiple facets such as customer data management, lead tracking, analytics, and reporting. Its comprehensive capabilities have been instrumental in attaining our objectives and efficiently handling data management tasks, significantly contributing to our success. It helped us to achieve our goals and saved our time.
- Data Management
- Reporting
- Analysis
- User Interface
- Offline Functions
March 20, 2024
About 90% of what you need is in Salesforce! No need for many programs to run your business!
Oddly enough, we're using Salesforce Sales Cloud for our post-purchase records, and it is definitely working great! It was the last piece that we needed to complete the business plan, though we know that we can also use Salesforce Sales Cloud with its other features! It's best paired with integration with other apps that we use, and it is very flexible with developers, so you can make the most of it!
- Records Leads.
- Opportunity Creation.
- Lead Conversion.
- API Integration.
- Developers can do a lot of things in it!
- It would be awesome if Sales Cloud could provide learning materials and developer-like materials so that we can maximize and expand more of what we can accomplish right now.
- API Integration is very reliable, but it would be nice to have integrations setup easily.
- Errors aren't easy to fix, and there are no instructions on how to fix them. It would be a big help if we could easily fix them!
Problem:
1. Organising all new leads and sales acquisition of new customer within the organisation
2. To track the onboarding progress and stages of each customer with the customised customer pipeline within the organisation
3. To keep record of all sales and leads information such as customer name, contact, email and the interested products
4. To keep record of all quotation and customer purchases within the same platform for easy access
5. To build dashboard to show a holistic view of the sales performance and onboarding progress within the organisation
1. Organising all new leads and sales acquisition of new customer within the organisation
2. To track the onboarding progress and stages of each customer with the customised customer pipeline within the organisation
3. To keep record of all sales and leads information such as customer name, contact, email and the interested products
4. To keep record of all quotation and customer purchases within the same platform for easy access
5. To build dashboard to show a holistic view of the sales performance and onboarding progress within the organisation
- Custom pipeline, allowing us to create our own pipeline according to our business process
- Integration enablement, multiple tools that are being used within the organisation can be integrated together and reducing frictions
- Stability of the software, no downtime or error observed up until now
- Software cost, it could be fairly costly depending on the service and package subscribed
- User friendliness, it is difficult for a new user to adapt and understand how to use Salesforce Sales Cloud from the beginning without guidance
- Complex layout, layout could be complex when you have multiple platform created within Salesforce Sales Cloud. It's not so navigating friendly
March 18, 2024
Sales force lead to opportunity management
Use case is to develop leads int projects and create contact ponts for this purpose. Utilize sales force to keep track of opportunities as they mature from leads into projects. Utilize leads to track and create tasks for the purpose of follow up and continued contact. Tasks are set to pop up on periodic basis as a trigger for contact.
- Task prompts
- Tracking of opportunites
- Tracking of leads
- Future Task searches when not showing up on list not always easy
- Reporting can be limited sometimes
February 16, 2024
Great for data management!
Our organization utilizes Salesforce Sales Cloud to manage our clients, track our product stages, and support our sales teams for success. In my experience in the Marketing Department, it is essential to have all of our client information in one place from prospecting to customer experience.
- Customization options through custom objects
- Integrations with other platforms (through Zapier)
- Reporting options
- Easier ability to build flows
- Ability to choose what shows up in chatter
- More reporting abilities within the platform
November 20, 2023
Salesforce Sales Cloud Review
We use Salesforce Sales Cloud to support our business teams in Marketing, sales and customer success areas.
we got many processes implemented in SFDC such as Lead qualification, manage of discovery calls by busienss devolpment teams, handover to a demo meeting for account executive, creation of sales opportunities, managing the sales pipeline and more and more
we got many processes implemented in SFDC such as Lead qualification, manage of discovery calls by busienss devolpment teams, handover to a demo meeting for account executive, creation of sales opportunities, managing the sales pipeline and more and more
- Robust platform for business processes
- automation without code
- out of the box infrastructre for many CRM processes
- some non core products can be not baked enough
- customer support can be frustrating sometimes
October 24, 2023
Ticketing system with great upside potential
We use the software as a ticketing system as well as for allocation of engineering work with out internal departments. This is used across multiple departments under the same directorate with a variety of tasks. We also use the analytics for tracking of work and KPI monitoring within the company.
- Tickets
- Individual agent tasks
- Analytics
- Monitoring of work
- User interface for analytics
- Some software bugs in my experience.
- Visual interpretation of analytics
Score 2 out of 10
Vetted Review
Verified User
Salesforce.com was purchased to be primarily a contact management system which would assist in onboarding new clients, managing their customer experience, processing payments, offboarding clients, and assisting with prospect follow up and conversion. We had the Pardot integration as well to help with automated follow up plans for potential clients.
- Selling you on the product
- Upselling you on additional products after purchase
- Incentivizing you to customer purchase support packages
- General Customer Support
- Managing expectations of costs to roll out the platform
- Simplifying the system use and integrations
- Including setup in the already inflated price of the platform
We are using Salesforce for all our CRM needs, and we have it linked to all of our systems, both in the cloud and local. We used to have a local CRM solution from Microsoft but we moved to SalesForce as a SaaS solution, and it solved our need to have constant communication and access to our sales information, our sales team, and all the details we require to do our sales-related jobs. We also use it to generate our sales funnel, our sales information that we use to generate all of our end-of-fiscal-year reports, and basically every sale and purchasing decision that we do as a business uses Salesforce. The only issue we have is that the Android app is not as good as it could be.
- Always on access to all of our sales information.
- Quick and easy generation of content filled reports.
- Easy to modify and add or remove options and information as we require.
- Cost effective and with great support.
- Able to modify the core values and options (for a price).
- 24x7 support that actually is 24x7.
- The mobile app does not have the options and information we need.
- The new redesign that happened during 2019 makes it harder and slower to use.
- Due to the changes brought on by the new versions, we had to update most of our reports.
- They changed their pricing during 2020, we did not get really affected by it, but it might hurt us later since we are adding new people.
April 17, 2023
Play it safe with Salesforce.com
Use Sales Cloud for most companies to primarily drive their lead to cash processes. My efforts include configuration, automation, process, data integrity, reports and dashboards, and integrations w other tools.
- Provides flexibility for one to customize for any given business and/or sales process
- Many ways to create automation and a good user experience
- Forecasting options continue to grow
- Easily provide ability to manage to quota
- Lightning report builder is a time suck when compared to classic esp when selecting and moving fields around
- Support often skips over the detail provided in support tickets and then calls or emails to schedule a call without trying to troubleshoot first.
- For a long time, help articles did not have last updated date so couldn't rely on info being provided
- They release and hype up new functionality before it is released when it is only half baked and not polished
- The latency to.view recent configuration changes in lightning s just too long. It takes 15 hard refreshes and still sometimes doesnt work.
- Flow error messages are just not intuitive for avg user. Depending on your profile you should have option for simplified error message or elaborate one
- Personally think getting rid of profiles and replacing with permission sets is a terrible idea. We now have to consider 1000 permissions for each user rather than just look at their function
April 14, 2023
Data handled in the very best way
The software which will automatically provide you all the details from database instead of manual search. We create contents and store it such that it can be accessed easily. All the customer project history is tracked and checked. We use professional version which gives additional benefits. We can login to any other machine and get the track of all data in same server.
- Data management
- Automation
- Marketing
- User interface must be definitely improved
- Customer support needs to be improved
- Customisation requires high skills
April 13, 2023
Salesforce for a 360 customer view
Salesforce is used as CRM by all customer-facing departments including customer support, back office and Sales in addition to Marketing (via Pardot). We use below Salesforce objects: - Leads: to ensure all leads are captured from marketing and handed over to Sales - Opportunities: to track all the different stages until an opportunity is closed won or lost - Cases: using email to case functionality but also from web forms and registering phone calls as cases - Contacts - Accounts - Products and Assets The company used Salesforce across all countries in our division but visibility is country-based. We also use dashboard and reports to keep track of performance and financial KPIs Salesforce main advantage is traceability and transparency. It also enables to have a Customer 360 view
- Traceability on who owns a record and who has modified it
- Customer 360 view allowing easy handovers between departments
- Includes a lot of great functionalities for big companies to enable collaboration
- The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories
- Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor
- Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization
April 07, 2023
My Salesforce.com Perspectives
Our entire sales organization relies on Salesforce.com. It's where we create and view reports, submit orders and use our customer database. We simply wouldn't be around without Salesforce.com. Our Renewals team especially depends upon it to hit our daily goals. We used to use the Classic version, but now use the Lightning version.
- Database Management
- Reporting
- Order Management
- Systems Updates
- Systems Integrations
- Less Complicated User Interface
Salesforce.com is our source of truth database for customer relationship management activities. With the Salesforce.com enablement features we have bought to and our third-party vendors we work with sitting on top of our Salesforce.com, we are able to do all client interactions within Salesforce.com. Because of this, we have robust data around our sales activities and customer activities.
- Einstein Activity Capture
- Deal Flow Management
- Salesforce.com customizable architecture
- Native dialer that is free
- Native contract generation tool that is free
- Reduced pricing
April 06, 2023
Easy to use, hard to master as an admin
Salesforce.com was used as our main CRM system. We used it to track wins, track prospects and keep track of ongoing sales activity. Our partners had access to view their data but the entire company was not given licenses due to expense. Our marketing team was the primary user of the product.
- Easy to navigate
- Easy to add new opportunities
- Lots of ability to customize
- Licenses are extremely expensive
- It felt like we were constantly being upsold
- Backend could be difficult to navigate at times
March 28, 2023
The best CRM out there
Score 9 out of 10
Vetted Review
Verified User
I typically use SalesForce CRM every day for my day-to-day job duties as an account manager. It's my main forecasting tool. It's the best place for communication between business partners and the vendor about lead generation.
- Can be used and customized for multiple products
- Account management and troubleshooting support
- Collaboration across clouds / applications
- Better communication with other databases
- When working on multiple tabs, the interface can become a little slow
- The reporting could be more intuitive, and the tool's value requires thoughtful design and configuration