Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
March 27, 2024
Salesforce Sales Cloud is a clear winner. If you have a sales org, this is the product to use.
Score 9 out of 10
Vetted Review
Verified User
Software Version
Professional
Modules Used
- SalesCloud
Overall Satisfaction with Salesforce Sales Cloud
I used Salesforce Sales Cloud on both the Customer Success and sales sides. On the CS side, we used it to review sales notes and timelines, add tasks for onboarding and post-OB follow-ups, and note any big changes to the account, conversations, etc. On the Sales side, we used it to post information such as software they are coming from, others they are evaluating, what they like/dislike about our product, what are the main drivers for switching, their proposed ARR, any discounts that might be applied, and any referrals (who they were referred from, who they have referred).
- Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
- Logging activities: It's easy to post a call, text, email, etc.
- API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
- Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
- It's robust: it's not an out-of-the-box solution. It can be, but you won't get the level of detail that is useful to most orgs unless you have an SF developer or someone who can figure it out.
- Because it's a behemoth, Salesforce is slow to modernize. Some aspects are visually old, but that's expected when you're as big as Salesforce. It can make some workflows a bit cumbersome, but not enough to impede productivity.
- As a standard user, you need some training or a good chunk of time to figure out how to customize views and other things to your liking. Once you 'get it,' creating custom views is a breeze, but it's not intuitive.
- Their Help Center is massive, with loads of helpful information, making it challenging to find precisely what you're looking for. Sometimes, four articles answer your one question. Sometimes, you're lucky enough to find the answer you want in a single article you found right away.
- Higher productivity.
- Better visualization of the pipeline for the sales team and fewer missed opportunities within SLAs.
- Higher sales revenue due to tracking of products (ARR) and targets, where sales team members are about their targets and other team members.
We can easily see what prospects are searching for on our website and auto-generate leads based on specific criteria. Our team can then better work these leads by seeing a clearer picture of their activity by better targeting our conversations based on on-site data and other data they've supplied in our chat (e.g., team size, essential features, what's driving them to our site, etc.).
It was a no-brainer: Salesforce was the number 1 option. SF was by far the clear winner from the beginning, with the CEO having used it in a prior organization, his development knowledge, and knowing that it is the best product on the market, we only evaluated a second option to cover our bases and make 100% sure of our choice.
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?
I wasn't involved with the implementation phase
Would you buy Salesforce Sales Cloud again?
Yes