Younger but growing branch of Salesforce's suite of products!
Updated February 28, 2023

Younger but growing branch of Salesforce's suite of products!

Bryan Parry | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce.com

SFDC is used by the majority of the organization - all of Sales plus much of PS, Acct, Finance, etc. It also plays a key role in reporting data related to our Sales for Operations, Product, and Engineering. As that is the system where we record all of our new sales, we also use it to initiate other workflows in downstream systems thru integrations.

Pros

  • It is very flexible - can be customized to fit many unique use cases and workflows.
  • The reporting is robust and flexible. Lots of useful data can be pulled out of there.
  • You can easily customize the system to the many different users you have. Using separate profiles, you can customize what they see and how they see it.

Cons

  • With the flexibility comes complexity. You NEED multiple SFDC admins in order to use this in a large org.
  • Unrelated to the platform, we've had mixed results with some of Salesforce's approved partners.
  • We're finding ourselves limited on the number of rollups, and it's surprisingly difficult to get rid of old, unused rollups.
  • Higher sales throughput.
  • Climbing revenues and better sales to salesforce ratios.
  • Better efficiency.

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

Think its a great product from almost all angles - for end users to admins to integrations, etc. I don't see many product gaps in this offering. The price can be a bit high, but I believe that if you choose a different product, you are limiting your growth
Support is okay, sometimes a bit slow to respond. I've never been overly dissatisfied, just sometimes frustrated with the speed
Best use case is for use by Sales: you can track leads and monitor activity done to close those deals. You can correlate activities to success metrics to form a Sales playbook. It serves us well as a system of record for our Sales and constitutes our source of truth for Sales as well as active customers.

Salesforce Sales Cloud Feature Ratings

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

Using Salesforce.com

200 - Sales, Finance, Operations, PS, CS, Support
5 - Sit within the RevOps team. They are mostly technical folks with SFDC Admin Certification and > 3 years of experience
  • Opp Management
  • Account Management
  • CRMA Reporting / Business Intelligence
  • Bookings Forecasting
  • Workflows & Automation
Can't imagine a reason that I would not renew SFDC

Using Salesforce

ProsCons
Like to use
Relatively simple
Easy to use
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Navigation thru Opps and Accounts
  • Reporting
  • Advanced Workflows (Flow)
  • CRM Analytics

Comments

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