Salesforce Sales Cloud review for small middle enterprise
March 19, 2024

Salesforce Sales Cloud review for small middle enterprise

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

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce Sales Cloud

Problem:
1. Organising all new leads and sales acquisition of new customer within the organisation
2. To track the onboarding progress and stages of each customer with the customised customer pipeline within the organisation
3. To keep record of all sales and leads information such as customer name, contact, email and the interested products
4. To keep record of all quotation and customer purchases within the same platform for easy access
5. To build dashboard to show a holistic view of the sales performance and onboarding progress within the organisation

  • Custom pipeline, allowing us to create our own pipeline according to our business process
  • Integration enablement, multiple tools that are being used within the organisation can be integrated together and reducing frictions
  • Stability of the software, no downtime or error observed up until now
  • Software cost, it could be fairly costly depending on the service and package subscribed
  • User friendliness, it is difficult for a new user to adapt and understand how to use Salesforce Sales Cloud from the beginning without guidance
  • Complex layout, layout could be complex when you have multiple platform created within Salesforce Sales Cloud. It's not so navigating friendly
  • Holistic view of the sales performance
  • Easy tracking of customer journey pipeline upon onboarding
  • Consolidation of data into a single platform
Overall Salesforce Sales Cloud it is a helpful tool when comes to data tracking and measuring sales performance. However from tools and mechanism it does give us too much of the tooltips and idea how can we fully maximise Salesforce Sales Cloud potential to help organisation to grow. If only there is a tips and tricks on how can we maximise the utilisation of this tool, that will be excellent.
Data integration is 1 of the most useful tools for organisation to grow. There are multiple tools that our organisation is using and with Salesforce Sales Cloud integration, it allow us to integrate customer data into different platform for further data analysation, customer support, customer segmentation and forecasting. It saved us from import data manually to other platform to run specific request which was requested.

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

Yes

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

No

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?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

If you are using Salesforce Sales Cloud to track your sales, onboarding, invoice and quotation, this is an excellent platform to use. It allow you to customised how you want your data to be presented. Either on user based, pipeline based

However, it will be a painful experience if you are using it for support team. Features for customer support is not alot to choose from.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
9
Opportunity management
7
Quote & order management
10
Interaction tracking
5
Case management
3
Reporting
6
Pipeline visualization
10
Customizable reports
8
Custom fields
9
Custom objects
8
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
7
Mobile access
5