Item: Salesforce Data Cloud
Rating: 8
Author: Verified User

Overall Satisfaction with Salesforce Data Cloud

Use Cases and Deployment Scope

I use Salesforce Data Cloud to keep track of customer information and everyone on my team uses it as well. As realtors, it makes it easy to have all of the customer's data in one location. For example, a customer could buy a house and then years down the line want to sell and buy a new house so it is nice to be able to look up the information in one place. It is also good for keeping track of our sales through the years because you can report and see how much you made each year, how many customers you have, etc.

Pros and Cons

Pros

Easy to integrate with other software's. For example, I can gather customer data on another website or excel and import it easy onto Salesforce
Easy to use and learn
Easy to compare customer data and sales so easy to do reporting and updates instantly

Cons

Very expensive
Does not integrate with HubSpot (another CRM). We have tried many times and it does not seem to connect
Sometimes the website will load very slow where other websites are much quicker

Return on Investment

Salesforce Data Cloud has a positive impact on me as a realtor because it is easy to generate reports on customer data and see what is needed to be bumped to the next level. We have to earn a certain commission by the end of the year and it makes it easy to see how close you are
It has a positive impact on keeping track of customers because it is nice to have it all in one place which is a nice time saver
I like that you can even see customer info from other agents making it nice to compare and try and pass others
Makes the customers journey smooth sailing because everything is in one place

Usability

I would rate Salesforce Data Cloud's usability a 9 because I do think it is very easy to use. You can easily create new contacts, add notes to contacts, add house information, generate reports, create workflows, etc. You can even have it schedule marketing emails to customers to auto send an email for holidays like Christmas, New Years, etc. It is very user friendly and helps to create a nice customer journey with it all in once place.

Alternatives Considered

HubSpot CRM

I like Salesforce Data Cloud because like mentioned before, it is easy to use, easy to generate reports, create workflows, keep track of customer data, sales data, house data, etc. You can also import excel sheets with customer data as well and it will create the fields for you which is nice.

Key Insights

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

Yes

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

Yes

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

Yes

Did implementation of Salesforce Data Cloud go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Data Cloud again?

Yes

Other Software Used

Salesforce CMS, Salesforce Marketing Cloud, Salesforce Sales Cloud, HubSpot CRM, HubSpot Marketing Hub, Adobe Real-Time Customer Data Platform

Likelihood to Recommend

I would recommend Salesforce Data Cloud as an 8 because it is great for keeping track of customer and sale information, it is easy to use, it is easy to generate reports and it is user friendly. However, it is very expensive and does not integrate with other CRMs well.

Salesforce Data Cloud Feature Ratings

Comments

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Easy to use and keep track of customer data!