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Great for data management!
February 16, 2024

Great for data management!

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Chatter
  • SalesCloud

Overall Satisfaction with Salesforce Sales Cloud

Our organization utilizes Salesforce Sales Cloud to manage our clients, track our product stages, and support our sales teams for success. In my experience in the Marketing Department, it is essential to have all of our client information in one place from prospecting to customer experience.
  • Customization options through custom objects
  • Integrations with other platforms (through Zapier)
  • Reporting options
  • Easier ability to build flows
  • Ability to choose what shows up in chatter
  • More reporting abilities within the platform
  • Increased our agent's abilities to track their sales prospects
  • Measured the impact Marketing has had on sales through automated logs
  • Increased visibility of all departments into the sales process and pipeline
Once I spent enough time in the environment, accomplishing tasks and creating customizations became easier. It is simple to use at a base level, and easy enough to research a custom solution to implement. Flows, custom objects, and custom fields are easy to set up, even for a user unfamiliar with code or CRM modules.
Salesforce Sales Cloud is significantly easier to use, understand, and manage than Marketing Cloud. It makes data accessible, editable, and reportable at the click of a button. The UX is much easier to navigate and more clear on how to operate.

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

We use Salesforce Sales Cloud to manage everything from pre-sales to post-sales processes. It is a great tool to streamline data and integrate third party tools to track customer experience.

Salesforce Sales Cloud Feature Ratings

5.4
Customer data management / contact management
9
Workflow management
8
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
1
Quote & order management
4
Interaction tracking
6
Channel / partner relationship management
5
5.0
Case management
5
Call center management
5
Help desk management
5
4.0
Lead management
6
Email marketing
2
5.7
Task management
5
Billing and invoicing management
5
Reporting
7
7.3
Forecasting
7
Pipeline visualization
7
Customizable reports
8
8.0
Custom fields
9
Custom objects
9
Scripting environment
7
API for custom integration
7
9.0
Role-based user permissions
9
Single sign-on capability
9
5.0
Social data
5
Social engagement
5
6.5
Marketing automation
8
Compensation management
5
5.0
Mobile access
5