1. Home
  2. Customer Relationship Management (CRM) Software
  3. Salesforce Sales Cloud Reviews
  4. User Review of Salesforce Sales Cloud
Sales force lead to opportunity management
Updated March 18, 2024

Sales force lead to opportunity management

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

Software Version

Professional

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce Sales Cloud

Use case is to develop leads int projects and create contact ponts for this purpose. Utilize sales force to keep track of opportunities as they mature from leads into projects. Utilize leads to track and create tasks for the purpose of follow up and continued contact. Tasks are set to pop up on periodic basis as a trigger for contact.
  • Task prompts
  • Tracking of opportunites
  • Tracking of leads
  • Future Task searches when not showing up on list not always easy
  • Reporting can be limited sometimes
  • Utilize base version so it is relatively low cost but limited in functionality
  • Positive effect would be difficult to do without
  • Would recommend utilizing more advanced versions for higher functionality
Salesforce does provide the ability to manage customer relationships and assists you on keeping opportunity development on track. Have experience some difficulty in being able to create effective reports however this may be due to version that we are utilizing. Also would like to be able to manage tasks that are not current more effectively.
Have not really utilized this function. Primarily used more for development of warm leads that are provided from other sources. IE) as a development and tracking platform vs as prospect analytical platform. Can see the ability to use this analytical capability to leverage data how ever it seems very labor intensive.
Briefly used in peripheral nature as part of a call campaign from another company. They utilized it to manage the leads they were sending but I put the info into sales force which we used. Could not use a feed as we have the basic version that does not support integration.

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?

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

Well suited for lead management into opportunities and building tasks around them. Not so good at analytic analysis however we are utilizing the basic version so that may be limiting. Good at being able to set tasks for future however researching open tasks is not always the easiest of functions.

Salesforce Sales Cloud Feature Ratings

7.8
Customer data management / contact management
10
Workflow management
5
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
7.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
6
7.7
Forecasting
7
Pipeline visualization
9
Customizable reports
7
6.0
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
5
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

Using Salesforce Sales Cloud

3 - Sales for opportunity development. Managing partner to track sales pipeline.
1 - Office manager - minimal support needed
  • Opportunity development
  • Lead tracking
  • Task management
  • none in particular
  • expanding from basic version to allow integration with other products
Relatively low cost and performs needed functions

Evaluating Salesforce Sales Cloud and Competitors

Not Sure
  • Ease of Use
  • Other
Cost for basic CRM functions
unknown as was not part of selection process

Salesforce Sales Cloud Implementation

  • Implemented in-house
Change management was a minor issue with the implementation
  • unknown

Salesforce Sales Cloud Support

Using Salesforce Sales Cloud

Pretty basic to utilize and fairly intuitive. Really learned by just getting in and using the product. Can be a little hard finding some of the functionality in the different areas but once you play with the system a while you get past that issue. list display could be a little easier to manipulate.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
Familiar
None
  • Opportunity tracking
  • Task management
  • reporting
  • analysis of open tasks
Yes, but I don't use it