Great product that keeps getting better
March 25, 2024

Great product that keeps getting better

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

Software Version

Enterprise

Modules Used

  • Chatter

Overall Satisfaction with Salesforce Sales Cloud

I use Salesforce Sales Cloud to primarily address three use cases: Opportunity Management, Account Management, and Pipeline Visibility

Account Management: We have a diverse customer base, including individual users, small businesses, and large enterprises. Sales Cloud enables us to manage customer accounts effectively, ensuring that each account receives appropriate attention and support. A lot of this is managed by our RevOps team, but the the whole Sales team benefits from this.

Opportunity Management: I have a custom view that I open each morning (it's a pinned tab actually) that I access multiple times a day. it's my one source of truth that I go back to constantly. I would be lost without.

Pipeline Visibility: I have used the Forecast tab in the past to great effectiveness. It has enabled me to be incredibly accurate with my forecasting.
  • All fields are extremely clear
  • The layout is intuitive
  • Things just make sense as I am running down the page
  • I'd like reporting to be a little bit more intuitive
  • Mobile App, Mobile App, Mobile App!
  • Incredible engagement from the Sales team due to SFDC
  • Also, improved accountability from the Sales team
  • Lower account churn as well
It's outstanding. I'll receive any number of leads on a daily basis through an automated flow that I can then share with my BDR and we can share the workload on how to tackle them. Fully automated. And this is just from the Sales side. I am sure there is an entire other side to it that I don't even see.
For this particular question, we've been able to leverage our existing data to continually drum up new opportunities by suggesting new ideas of who to prospect and reach out to. This is usually combined with something like a MadKudu or another integration.
No comparison. The breadth is so much superior. The power and automation behind it.

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

I've used Salesforce Sales Cloud at 4 different tech companies and it's always been fantastic. It's a gamechanger for me. I would consider not working at a company if they were using something other than SFDC.

I believe it's well-suited for all company sizes. I don't see a scenario where it's not appropriate.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
Case management
9
Call center management
8
Help desk management
8
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
8
Reporting
8
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
8
Custom objects
8
Scripting environment
9
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
8
Social engagement
8
Marketing automation
10
Compensation management
10
Mobile access
4