Best Sales Cloud tool ever.
March 15, 2024

Best Sales Cloud tool ever.

Neha Pant | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Force.com
  • SalesCloud
  • Chatter
  • Content
  • Knowledge

Overall Satisfaction with Salesforce Sales Cloud

I have been using Salesforce for almost seven years with many organizations I've worked with. I have always worked in Sales, and this is one of the best CRM tools for the sales team. From prospecting an opportunity to quality or nurturing the leads and closing them, the reporting dashboard also helps a lot with forecasting purposes.

Pros

  • Forecasting Sales.
  • Pipeline Management.
  • Reporting Dashboards.
  • Nurturing Leads.

Cons

  • At times, it can be challenging for a newbie to find what does what, but with user training, everything can be resolved. I find Salesforce perfect, so I have no comments on missing functionality.
  • Helped with end to end pipeline management.
  • Made the revenue forecasting process easier.
  • Helped in data analysis through reporting/dashboards.
  • Made it easier to connect with email clients or an VOIP service.
  • Marketing automation.
It has helped us reach out to customers in a timely manner and thus build good relationships. We can easily set up marketing emails for existing clients or prospects and reach a larger customer base per our requirements. There is no error in contract generation or the customer life cycle process as everything is automated and can be integrated easily with other third-party applications.

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

Where do I even start? It's a holy grail for sales folks like myself. It makes our lives easier to manage leads, nurture them, help with contracting, and keep track of all the stages and customer data. It can easily be integrated with any voice software or email app to keep a record of your conversation with the prospect/customer.

Salesforce Sales Cloud Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Comments

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