Salesforce Sales Cloud Review.
March 20, 2024
Salesforce Sales Cloud Review.
Score 8 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce Sales Cloud
We use the SF Sales Cloud to keep track of leads/customers and manage pipelines. We are a start, and hence, we are generating a lot of leads from various sources. I import leads and customers and log our conversations to SF so that we can keep track of the conversation. When I have to do an email campaign, I can easily export a list of contacts with different filters. Another primary use is to keep track of the pipeline, and I report to the CEO monthly on the pipeline summaries. We also use it to store critical documents on the account level, such as CDA, MSA, SOW, etc.
- User interface.
- Log email as I send them from Outlook.
- Customization
- I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
- It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
- It seems I cannot create a report to pull notes logged at the account levels.
- The inbox feature allows me to see when the customer opens my email, and hence a timely follow-up could result in a higher response rate.
- The mobile app allows users to gain access to leads and customer contacts on the go, which increases sales team productivity and enhances customer conversations.
- The reports of the notes on the account level are not working, which is causing manual work in the weekly report to leadership.
I'm not sure if this is part of the AI-driven Einstein 1 platform, but when I want to add a new account, I could start typing the company name, and SF will automatically list a few options for me to choose from. If I pick any of them, the website, address, and phone number can be auto-populated into the fields. However, it seems the function has not been active lately.
It was a decision made by the VP before I joined the company. However, my previous organization was also switching from NetSuite ERP to Salesforce due to the high level of customization required. However, SF is a widely used platform, and many other suppliers (such as Zymewire) have plugged into SF, which makes it very versatile.
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