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About 90% of what you need is in Salesforce! No need for many programs to run your business!
March 20, 2024

About 90% of what you need is in Salesforce! No need for many programs to run your business!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Knowledge
  • Content

Overall Satisfaction with Salesforce Sales Cloud

Oddly enough, we're using Salesforce Sales Cloud for our post-purchase records, and it is definitely working great! It was the last piece that we needed to complete the business plan, though we know that we can also use Salesforce Sales Cloud with its other features! It's best paired with integration with other apps that we use, and it is very flexible with developers, so you can make the most of it!
  • Records Leads.
  • Opportunity Creation.
  • Lead Conversion.
  • API Integration.
  • Developers can do a lot of things in it!
  • It would be awesome if Sales Cloud could provide learning materials and developer-like materials so that we can maximize and expand more of what we can accomplish right now.
  • API Integration is very reliable, but it would be nice to have integrations setup easily.
  • Errors aren't easy to fix, and there are no instructions on how to fix them. It would be a big help if we could easily fix them!
  • It helped us organize records of all our clients depending on the details they put.
  • Collecting Leads and which gives us a boost in marketing strategy and sales pitches.
  • It improved our Sales based on the number of Leads that came in and were converted monthly.
  • It was centralized and had the capacity to integrate with our invoicing system! Our team did not need to make the invoice in the other platform, as we were able to integrate it into Salesforce!
We integrated ours by providing surveys after each opportunity and providing special offers to clients who would like to avail of our services again. Aside from having our company's customer support email marketing, we retained more than half of the clients for their next purchase. Automation these days is very handy, and you can't expect to monitor and do everything manually. This feature helped a lot. BY A MILE
After the opportunity is completed, we will send an automated survey to clients to see how we did with our service. When they provide good ratings, they'll receive special offers and ask for reviews in trustpilot+google review. For unsatisfied clients, we make an automation for customer support on who's assigned to the opportunity. This way, customer support can contact them and do the retention process.
Salesforce provides a wide variety of options that you can customize and tailor-fit to the process you want for your business to run. Also, we're using the comms tool Slack, which is now owned by Salesforce, which helps us monitor the business's movements even if we're not on a PC and just using our phones.

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?

I wasn't involved with the implementation phase

Would you buy Salesforce Sales Cloud again?

Yes

Well, I can say that Salesforce Sales Cloud has been very useful without post-purchase processes, but having a knowledge-based article set up inside it would also be best(We're not currently using it). Salesforce provides a wide variety of features for the business that you can make use of and would not need to have many other apps to have your business run. This would also lessen the switching of programs as you'll have a centralized process of everything in Salesforce. It was fun when we were using it for forecasting, even if we also had another program to do It. This gives us 2 Forecasts that kind of help with differentiating aspects and also give a better perception of the big picture if Forecasts went with being very similar in data.

Salesforce Sales Cloud Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
10
Email marketing
8
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