Item: Salesforce Sales Cloud
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Our sales team has been using Salesforce Sales Cloud for a while and it helps to organize all the sales deals, prospective clients, and client pipelines under one umbrella. The team members have been working in silo and the sync happened between the members during the standup calls and other sync-up calls before using Sales Cloud. This caused a delay in the sales processes, but now everyone is synced up automatically through the dashboard provided by Sales Cloud.

Pros and Cons

Holds contacts of all the customers, prospective clients and others and helps in organizing group emails.
It holds the history of purchases of all the clients, so no separate document maintenance is needed.
The daily alerts that have been setup reminds about the upcoming calls and processes

Sales cloud provides the sales forecast data but could be better if it has good charting functionalities.
Email templates are missing some fonts.
If Sales Cloud integrate LinkedIn data about the customers, that would be great.

Return on Investment

Sales team productivity has gone up significantly
Separate documentation and sync-ups are not necessary
Leads management is readily available so none are missed
History and forecasting the sales are providing good values

Scalability

I give a higher rating for this because it centralizes the contacts of all the existing customers, prospective clients, leads, and so on. It helps in organizing group emails which we send periodically with specific customizable templates. It holds various stages of the sales pipeline, so we know exactly where we left off and where to begin.

Customer Data Management

It helps us summarize all our conversations with the clients and future things to do, delivered in both email and note format.

Alternatives Considered

SAP Sales Cloud

The integration with third-party products like Marketo, and social profiles has stood out from other competitors.

Migrating data from our previous CRM tool to Salesforce Sales Cloud through API and integrations was easier.

It supports all the popular OS like Mac, Windows, and Linux. Its API is rich, even though we have not fully explored eveything, but helps our tech team to automate some of our daily tasks.

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

Marketo Sales Connect

Likelihood to Recommend

Salesforce Sales Cloud is very appropriate for companies with multiple members distributed across the globe in the sales team. It automatically unifies all the work that has been done by various teammates and thereby the teammates are not oblivious about what others have been doing.

If the sales team is small or not distributed, and the sales pipelines are not big enough, then Sales Cloud might not be a good fit.

Salesforce Sales Cloud - A Good Integrated Tool for Sales Teams

Software Version

Modules Used

Overall Satisfaction with Salesforce Sales Cloud