Item: Salesforce Sales Cloud
Rating: 10
Author: Dee Moore

Use Cases and Deployment Scope

Great at managing leads, converting to opportunities and then projects. Easy to search and find clients. Lightning has relevant news which I love. We can collab as a team and communicate in Chatter.

Pros and Cons

Relevant news pertaining to Accounts in our database which we can share on Social media
Easy to convert an opp to a Project and add stakeholders
We manage Campaigns for our events like dinners and networking events. Easy to manage the RSVPs
Uploading files to share with the Team

Remove the Authenticator and go back to passwords. That one recent change has made some of my team members seek alternative CRMs.

Return on Investment

It has been a great help at tracking client Activity

Usability

Nice esthetic on the front end but not too user-friendly or easy to customize

Alternatives Considered

HubSpot CRM

We still have Salesforce but have had a demo of Hubspot

Key Insights

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?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Other Software Used

Microsoft 365, RingCentral Contact Center, Microsoft Power BI

Being able to add custom fields and tabs, email templates, enhanced reports and dashboards, and automated task management were things we all needed as a team. Salesforce has all of the above. Also, we were able to create automatic email alerts for deals dependent on their size and can auto-assign tasks as a deal progresses. You can also automate manual tasks such as filling out orders or putting together in-depth proposals. It’s straightforward and flexible.

Salesforce has Been Good to Us

Software Version

Modules Used

Overall Satisfaction with Salesforce.com