Salesforce Sales Cloud Reviews

The ability to easily change layouts, create customized fields and customized reports makes my job so much easier. Adding company hierarchy makes it easy for our sales people to identify subsidiaries of existing customers. The Salesforce forums are very responsive when you ask for help.

Adding customized drop-down fields and check boxes limits the amount of admin time that our sales people have to spend to keep their accounts up to date. Using Salesforce for Outlook enables our sales group to easily add emails sent and received to the account which puts all the information in one place. This allows top management to see exactly what is going on with each account without having to go to sales to get updates. Also having the ability to schedule pipeline reports to be emailed keeps the entire management team up to date on any pipeline changes.

I'd like to have the ability to change default values on certain fields such as the “Related To” field on the Task and Event pages.

I've been using it for over eight years.

The only issue we had with deployment was training the sales team on how to use it. After using ACT for so long, it took some of them quite some time to feel comfortable with it.

There have been no issues with the stability.

There have been no issues scaling it.

It has been excellent the few times I've had to use either customer service or technical support. For most issues I come across I use the forums which are excellent!

We previously used ACT. ACT had many limitations but the biggest limitation but the main reason we switched was that ACT had limitations when it came to integrating with our accounting software.

My part was straightforward. The only complex issue was integrating it with our accounting system which was handled by our CIO.

We implemented it ourselves. Prior to cutting over completely, you should definitely have all of your lists (Lead Source, Industry, etc.) in place. You should also have any customized fields in place and your layouts finished.

We have not tracked ROI, however, upgrading to the enterprise edition gives you more options and is definitely worth the additional cost.

You should definitely purchase enough data storage. If you start using above 80% to 85% of your allocated data storage, response times will decrease.

I mainly use this solution for optimizing sales and sales teams. 

An area for improvement would be the ease of configuration.

I've been working with Sales Cloud for eight years. 

Sales Cloud is very stable and simple and has most of the functionality people want in sales.

Sales Cloud is scalable.

Salesforce's technical support could be improved.

The initial setup can be very simple or very complex, depending on the business.

Sales Cloud is expensive.

I would recommend Sales Cloud for anyone who has a sales team that needs to be optimized and for any size of enterprise. I'd rate it as eight out of ten.

I use Salesforce Sales Cloud for managing opportunities. I also go through leads on it. I also use it for managing the revenue generated from my book of business. I also use its dashboard.

I like that Salesforce Sales Cloud performs really well. I have no problem with its performance. I also find it extensible.

What I'm expecting from Salesforce Sales Cloud is a more user-friendly interface. It's what could be improved in the solution.

I've been dealing with Salesforce Sales Cloud for four and a half years.

I'm a salesperson and I'm using Salesforce Sales Cloud, e.g. it's what we're using in our company currently. We're using the latest version. It's a cloud-based solution.

I didn't find any issues with the solution. I don't have any negative feedback about it.

I'm a user, not an admin of Salesforce Sales Cloud, so I wasn't part of the process of setting it up, but I could access the solution without any issue.

I would assume there is over 1,500 people who use the solution within the company, and it's being used extensively. I'm not aware of how many people handle the deployment and maintenance of Salesforce Sales Cloud, as I'm not involved in those processes.

I never needed technical support for the solution, because I never had any issues to complain about.

I'm recommending Salesforce Sales Cloud to others, without doubt.

I would rate Salesforce Sales Cloud an eight out of ten.

We are primarily using it for tracking sales opportunities. Our company has done some things where we've plugged in some resources that it taps into, such as some databases of install base and LinkedIn information about different influential executives that we might reach out to. Those are probably the three primary things that I use.

I assume I am using the latest version.

It helps the company, or at least executives, with forecasting.

It is nice to have the install base information at your fingertips when you look up a company.

We have a very broad set of products at our company. The process to get that information accurately into the Sales Cloud system could use improvement. It shouldn't take weeks of time. The process of identifying products that are being sold for forecasting purposes and sales tracking purposes is too hard.

We're starting to prepackage new product builds that address replacing the install base. If we can get that to be really smooth, it would be great. If a storage array is going to end of service/life, I am looking at something that not only tells me that but also says, "You should replace it with this, and here's the build for it." This way, you don't have to go through the process of throwing up what the new array would look like to get it over to the customer.

I have been using this solution for two years.

I don't really have problems with it. It seems to work when I access it.

I don't perceive any problem from where I sit. 

We probably have 5,000 people who are using this solution. They range from salespeople to management. It is being used extensively. I don't know what the corporate plans are to expand its usage.

I did not contact their support.

I would rate it a five out of 10. The reason is that I'm not using it for myself. I'm using it for other people to get information because I have to do it for my job. It helps me with that, but it is not particularly useful for me in my sales tracking.

• Email marketing
• Full sales cycle
• CRM to record everything.

You must have a process and record everything to automate and keep track.

Learning how to generate specialized reports. The more metrics and understanding of functionality, the better.

If you don't have sysadmin rights, you can be hamstrung doing many things manually and one at a time.

Multiple editions available and all cloud based.

Have recently began working with the new interface called Lightning and feel that its a great improvement to the "classic" version.

1. The entire organisation is now on the same page, with one source of truth.
2. Forced people to become compliant in reporting and updates - if its not in Salesforce it did not happen.
3. No more "versionitis", data, reports all in once central place.

The only time I have ever been upset with Salesforce was when I failed my certification exam. I thought to myself "Why do they make the exam so hard ? Why is the training so expensive ?" Now that I have passed I am grateful that it was a difficult exam. Other than that I support clients all over the world and Salesforce are quite stringent about sticking to regional offices.

Just over eight years

I thought I could manage on my own with the first deployment but needed an expert which we called in.

No

No

Excellent and that's the regular support not premium level. Support staff are always helpful polite and do not close a case until the customer smiles.

Excellent

We were using a combination of Google docs and contacts in Outlook. We switched because it was a mess.

We needed the help of an expert and it had just as much to do with scoping our needs as it had with configuring Salesforce to meet those needs.

We started in-house and moved quickly to a vendor whose expertise level was very good.

Never calculated it but cannot understand how we ever managed without Salesforce.

I have been involved with the deployment of a number of versions starting with contact manager (very reasonable) all the way up to their enterprise version. You get what you pay for and whilst the enterprise version is not cheap, its worth every penny.

Zoho CRM, Goldmine and Act.

Spend as much time as you can scoping your needs and understanding what you want to achieve today, next year and in 2 years time.

I am really happy that Salesforce gives admins and developers access to the latest release in their sandbox (test environment) weeks before the release. This gives you a chance to evaluate and become familiar with the new release features.

The new interface Lightning is an important and extensive makeover that is even slicker and leaner than the existing interface

The ease of customization plus the availability of an extensive selection of apps.

We have moved away from sharing docs and now everyone is on the same page with only one source of truth.

It is still relatively expensive - would like to see it a little cheaper.

I have worked with all versions, contact manager. group, professional, enterprise, unlimited and non profit starter pack for almost seven years.

I did need some external help initially but the reason for that was my fairly complex formula fields.

No issues encountered.

No issues encountered.

It's outstanding.

It's outstanding on standard support plus they off premier support.

I worked, for a limited time, with Zoho and was looking for a bigger "ecosystem."

I had a few issues with the formula fields otherwise it was straightforward.

We used an in-house with some vendor assistance who had a very high level of expertise.

It's never been measured, but our year on year growth would have never been possible without Salesforce.

I would rather go for a version with less functionality, but allows a budget for more users.

Zoho CRM

It is not a perfect solution to all needs but is certainly an ideal solution for most.

Prepare an extensive needs analysis - ensure that Salesforce can deliver the solution you need.