Great for sales teams
April 06, 2023

Great for sales teams

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

Software Version

Enterprise

Modules Used

  • Chatter

Overall Satisfaction with Salesforce.com

Using Salesforce can be overwhelming at first, just because when you ask "Can I do X?" there is always a way to accomplish X. It's immensely helpful being in a sales position to track day to day tasks, all my opportunities, leads, goals, activities, etc. On my team, it's been helpful to collaborate, have insight and share insight into each company or contact or opportunity. Within our organization, we use the reports, dashboards, and company/opportunity pages to all be on the same page and bring to status meetings. Anytime I want to narrow down my view, I can quickly create a new list view for running lists or pull a report for something more granular to still work off of. I love that Salesforce works with a variety of other tools; we have it synced with our work GMail accounts, Salesloft, Zoominfo, Hubspot, ChurnZero, and other tools other teams at our organization benefit from. It's really our hub for all things. It's worth learning.
  • Pulling reports
  • Running list views of data
  • Tracking opportunities and all we need to track to that deal
  • some integrations get wonky, like Salesloft but I think that may be more of a "their product" issue not Salesforce
  • Better way to navigate and track dates, maybe a calendar click rather than typing in dates like "Next step = 04/03: Task"
  • if we can't track our opportunities, we have no idea what to keep top of mind or what to do next
  • lead management is huge, being able to pull lists of contacts or companies to prospect into and creating new pipeline
I'm a Millenial and more tech savvy, so learning this tool is more intuitive and I don't mind learning the ins and outs of the product. It can be cumbersome when permissions or new rules by our admins get enacted, that can cause disruptions in our workflows and annoyances. Overall, the usability is fine, and helps in my day to day more than causes disruptions.

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

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Salesforce Sales Cloud again?

Yes

Anything related to sales, this tool is immensely helpful. It's helpful for an individual contributor on the team, working within in a team, and teams within a larger department or organization. It would be less appropriate for niche specific industries like manufacturing or less tech savvy teams and organizations in general.

Salesforce Sales Cloud Feature Ratings

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