Maximize Sales Productivity with Salesforce Sales Cloud
March 29, 2024

Maximize Sales Productivity with Salesforce Sales Cloud

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

Software Version

Enterprise

Modules Used

  • SalesCloud
  • Chatter

Overall Satisfaction with Salesforce Sales Cloud

We use Salesforce Sales Cloud for our daily pipeline leads and opportunities management. Our sales teams are able to track their relationships through activity tracking and prioritization through standard features. Management are able to see an overview of how the sales teams are pursuing leads. Through personalized team dashboards and scheduled reports managers are constantly informed on progress or areas of improvement. All processes in the pipelines are automated through in-house automation tools, from approvals to auto-creating records based on user inputs. It's an easy platform to use once you get to know it and even better if you have an administrator on staff. There are multiple Salesforce consultants to partner up with for the development of the platform to suit specific business needs. The Salesforce support teams are awesome and helpful and there are multiple help articles online to assist with your customization of the platform.
  • user access control
  • customization of the platform
  • integrations
  • automation
  • more detailed error messages
  • updated help articles that doesn't refer to classic anymore
  • less staff required due to automations making progess faster
  • increased visibility into pipeline and management of pipeline
  • increased dealflow management
Salesforce Sales Cloud is highly scalable and designed to accommodate the needs of businesses of all sizes, from small startups to large enterprises. It offers flexible subscription models and can easily scale up or down based on the organization's requirements. Whether a company is expanding its sales team, increasing its customer base, or adding new features and functionalities, Sales Cloud can adapt to support growth without sacrificing performance or reliability. Additionally, Salesforce's cloud-based architecture ensures that users have access to resources and capabilities as needed, making it a highly scalable solution for organizations looking to automate customer relationship management at scale.
Sales teams have access to new prospects coming in from website enquiries. Sales Cloud provides a comprehensive view of each customer, consolidating data from various sources into a single, unified platform. This allows us to better understand our customers' needs, preferences, and behavior, enabling us to tailor our sales approach and offerings accordingly. Sales Cloud facilitates collaboration among sales team members by providing real-time access to shared customer data and communication channels. Whether it's sharing important updates, coordinating efforts on large deals, or seeking input from colleagues, Sales Cloud fosters a collaborative selling environment that enhances productivity and teamwork.

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

Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.

Salesforce Sales Cloud Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
10
Interaction tracking
5
Channel / partner relationship management
7
Case management
10
Call center management
8
Help desk management
8
Lead management
10
Email marketing
1
Task management
6
Billing and invoicing management
8
Reporting
9
Forecasting
8
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
9
Compensation management
Not Rated
Mobile access
8