Get everyone on the same page!
Updated September 18, 2024

Get everyone on the same page!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Sales Cloud

I use Salesforce every day to keep track of all my tasks. It keeps me on top of my work. I use it to record everything about an account and/or contact. It is our single source of truth within all the tools the company uses. It really keeps things organized when used correctly.

Pros

  • Customizable
  • Organization
  • Easy to use

Cons

  • It would be nice if the customization was a little easier to navigate
  • Merging duplicate accounts or contacts doesn’t always go as planned
  • You need someone very knowledgeable to be an administrator
  • More collaboration
  • Easier view of previous work
  • More organized
Salesforce Sales Cloud is very easy to integrate with our other sales enablement tools, therefore making it so much simpler to add any new accounts, as well as contacts. The contacts are then immediately tracked for our marketing emails, and we can easily tell which contacts are engaging with our content.
The wide range of features made it so we did not need as many other platforms. Salesforce is also highly customizable, allowing us to tailor it to our specific needs. The AI capabilities really enhanced our sales productivity by doing things such as predictive analytics. The support and training we receive from Salesforce is also top of the line.

Do you think Salesforce Sales Cloud delivers good value for the price?

Yes

Are you happy with Salesforce Sales Cloud's feature set?

Yes

Did Salesforce Sales Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Salesforce is great when you have more than one person collaborating on an account together. Everyone can see everything and you can assign other people on your team different tasks. As long as everyone uses the software correctly it can be a wonderful tool! The only time I have seen it be a less appropriate tool is on the inbound marketing side.

Salesforce Sales Cloud Feature Ratings

7.6
Customer data management / contact management
9
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
6
Customer Service & Support ()
Not Rated
7.5
Lead management
8
Email marketing
7
9.0
Task management
9
Billing and invoicing management
Not Rated
Reporting
9
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
9
9.5
Role-based user permissions
9
Single sign-on capability
10
9.0
Social data
Not Rated
Social engagement
9
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
7.0
Mobile access
7

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