Connecting Sales & Marketing teams with one easy reporting view
March 28, 2024

Connecting Sales & Marketing teams with one easy reporting view

Jen Garside | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • SalesCloud

Overall Satisfaction with Salesforce Sales Cloud

We use Salesforce Sales Cloud for our CRM and customer relationship management; all of our hand raisers and marketing leads go into Salesforce and are tracked through the entire cycle. We share access with Sales and commercial teams - it helps allow full visibility within the entire commercial part of our wider global business, in all markets, to see what's going on with every single potential prospect or existing client in the database. It shows all email marketing and sales engagement touchpoints, and it helps us to report on all of the quality of our leads, so we can then better inform our marketing lead scoring model in the rest of our tech stack. Salesforce Sales Cloud also connects to all of our other sales and martech stack to allow for seamless integration and reporting across the entire customer experience and funnel. Our B2B business really appreciates having this full funnel visibility at all times, so all teams can tap in and understand the wider company.
  • Connects sales and marketing
  • Shows a view of the customer journey touchpoints
  • Allows for better lead reporting
  • Helpful dashboards
  • Integrates well with other tech stack
  • More marketing touchpoints tracked
  • Allow for tracking of multitouch attribution
  • Less complicated dashboards
  • More straightforward training
  • Improved sales team productivity
  • Increased marketing team reporting productivity
There are still a lot of manual elements. Maybe because we are still early in our journey with Salesforce Sales Cloud, and so Sales teams are still finessing and working things out, it's taking a little bit of time to fully increase productivity. People are still learning. However, it has helped us to automate significantly better than previous tool.
Salesforce Sales Cloud has enabled our teams to access and leverage customer and prospect data to help increase sales productivity, by providing more of a one stop shop overview of all of the customer data we have available. However, it doesn't have all of the touchpoitns we would need, but gives a solid overview.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.

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?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Salesforce Sales Cloud is, in my experience, well suited to large B2B businesses who are driving demand and lead generation, and tracking customers through the funnel. It is a system we needed for a long time and has made a huge difference. However, I think it would have been more appropriate for a smaller business / a business who sets this up earlier on. There are great advantages to having historical data. It is really useful for allowing all commercial teams to work together, including sales, new business, marketing, client success etc. However, it relies too much too often on human error. If more things were automated and simpler, perhaps with AI queries, it could be easier to use.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
5
Quote & order management
3
Interaction tracking
3
Channel / partner relationship management
4
Case management
5
Call center management
5
Help desk management
5
Lead management
6
Email marketing
4
Task management
6
Billing and invoicing management
4
Reporting
4
Forecasting
6
Pipeline visualization
4
Customizable reports
5
Custom fields
6
Custom objects
6
Scripting environment
6
API for custom integration
6
Role-based user permissions
7
Single sign-on capability
9
Marketing automation
7
Mobile access
2