Most robust tool but not the easiest to use.
Updated May 18, 2021

Most robust tool but not the easiest to use.

Derek Biondi | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with

Salesforce is being used across the whole organization to manage prospect and current client data. It allows us to manage data between different offices (and now between different homes with work from home now). Because we are a software company, it helps us to manage a lot of data that only exists digitally. Also, it offers the ability to communicate between departments on things like Sales and Customer Onboarding.
  • Cloud collaboration
  • Record keeping
  • Reporting
  • Metric Tracking
  • User friendliness
  • Automated record updates
  • More seamless transitions between records
  • Provides a one-stop shop for all client data.
  • Allows accurate reporting for Sales and Marketing.
  • Awkward user interface tends to add a lot more admin time to day-to-day.
Pipedrive is good for a small business and managing that in a seamless and simple matter but it's easy to outgrow. For larger companies, I think Salesforce is much more appropriate. It's a more robust system and allows for all sorts of report customizations which I think becomes a really important aspect the bigger your company is. Salesforce allows for a lot of different integrations so that enables you to use specific tools that will assist you further without the bogging down of double data entry or data living in separate environments. It all connects so you're not wondering where you might have data residing. No digital paper shuffling here!

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Salesforce is very well suited for SAAS companies where the majority, if not all, of their data exists in the digital realm. Salesforce is great for acting as a digital file cabinet and/or Rolodex. It's a place where we can easily store and access all sorts of prospect and client data which can be used for marketing, sales, or just general communication with our client base. It also allows us to keep track of things in that nature. For example, we utilize Salesforce to track sales calls and email efforts so we know who's doing what, who contacted whom when, and determine what team should be handling a certain prospect or territory.