Item: Salesforce Sales Cloud
Rating: 10
Author: Naveen Gabrani

Use Cases and Deployment Scope

We are a Salesforce partner. We have implemented Sales Cloud for numerous organizations. The business flow that is typically required is: web to lead or email to lead. After the lead is created then lead status is tracked and update in Salesforce. Once the lead shows interest, it is converted and an account, contact and opportunity are created. In the opportunity products are added, and quotes are created from Salesforce. The stages of Opportunity are updated by Sales persons. Salesforce is also used to track activities like tasks and events on the opportunities.

Management has access to reports related to Opportunity and leads.

This is a basic Sales cloud flow which is then customized based on business needs.

Pros and Cons

Management and customization of opportunity pipeline
Automation based on client needs
Lead management
Management of events and meetings
Keeping track of historical customers and opportunities

Enterprise edition can be pricey for small businesses
Professional edition and Group edition have limited ability to customize the functionality
Hiring Salesforce consultants can be expensive for small businesses

Return on Investment

Sales cloud leads to a significantly higher visibility to Executive management of Sales pipeline and Sales person performance
Sales person can easily track all their opportunities and ongoing tasks and events
Automations if set up properly, can lead to significant time saving of sales teams time

Scalability

Salesforce Sales Cloud is used be majority of Fortune 500 companies. This clearly demonstrates that it is able to handle a large scale of synchronous transactions in a secure fashion. The automation features using Flows and Apex can be used to build very complex automations based on business needs. We have implemented very complex automations successfully on Salesforce. Simple automations can be built in a very short time using

Customer Data Management

Our Clients use Salesforce to store contacts, accounts and opportunities across various geographies along with different transactions with these clients. This ensures that sales and support team get a complete view of the client when they are interfacing with customers. This also helps in providing better support and service. Similar information can be captured for partners as well.

Alternatives Considered

Zoho CRM

Salesforce Sales Cloud is more flexible and can be customized based on business needs. Other CRMs typically do not provide ability to perform so much customizations.

Also out of the box functionality of Salesforce Sales Cloud is extensive and can fulfill most needs of small businesses. Due to these reasons, Salesforce Sales Cloud has emerged as a market leader in the CRM space.

Key Insights

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

Other Software Used

Salesforce Service Cloud, Jira Software, Google Drive

Likelihood to Recommend

In Enterprise edition and above, Salesforce Sales Cloud can be customized to perform almost any client requirements. Several features like Flows, Formula fields, Apex, Validation rules, Approval processes etc are available to Salesforce consultants to customize the platform for business needs. Lightning Flows provide a drag and drop interface to perform powerful customizations. For advanced customization Apex and LWC is available. The user interface is easy to use. Salesforce Sales Cloud is the market leading CRM with abundant consultants available across the globe.

Salesforce Sales cloud: Powerful CRM for automation and customization

Software Version

Modules Used

Overall Satisfaction with Salesforce Sales Cloud