The solution allows us to download figures and track client progress. It's very clear and enables us to create certain diagrams and charts for analyzing the figures.
Marketing & Sales Services at a pharma/biotech company with 201-500 employees
Stable, easy to install and performs great
Pros and Cons
- "The best features of the solution are its performance and stability."
- "The licensing price could be cheaper."
What is our primary use case?
What is most valuable?
The best features of the solution are its performance and stability.
What needs improvement?
The licensing price could be cheaper. I have addressed this with my IT department and, apparently, we spend a lot of money.
For how long have I used the solution?
We have been using Salesforce Sales Cloud over the course of the last two years.
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Salesforce Sales Cloud
December 2024
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831,265 professionals have used our research since 2012.
What do I think about the stability of the solution?
The solution has good stability.
What do I think about the scalability of the solution?
As the solution is very flexible, I plan to recommend to the rest of the company, the one which is multinational, that we increase its usage.
How are customer service and support?
I have not had occasion to contact technical support.
How was the initial setup?
As the solution is cloud-based, its installation is straightforward.
What about the implementation team?
The deployment and maintenance of the solution can all be handled within a single working environment. I am on the management side of things.
What's my experience with pricing, setup cost, and licensing?
The price of the license could be more cost-effective. I understand from the IT department that we spend much money on this.
The subscription is on a monthly basis.
Which other solutions did I evaluate?
We did not evaluate other CRM systems prior to going with the solution.
What other advice do I have?
There are around 70 users making use of the solution in our organization.
I would certainly recommend the solution to others.
The solution has great performance and it makes it very easy for new people to locate information.
I rate Salesforce Sales Cloud as a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
We use it for the full sales cycle and email marketing
What is our primary use case?
- Email marketing
- Full sales cycle
- CRM to record everything.
How has it helped my organization?
You must have a process and record everything to automate and keep track.
What is most valuable?
Learning how to generate specialized reports. The more metrics and understanding of functionality, the better.
What needs improvement?
If you don't have sysadmin rights, you can be hamstrung doing many things manually and one at a time.
For how long have I used the solution?
Less than one year.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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Salesforce Sales Cloud
December 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
831,265 professionals have used our research since 2012.
Functional Consultant at a manufacturing company with 1,001-5,000 employees
Every department contributes to the revenue numbers through the use of this tool
What is most valuable?
- The Sales Cloud platform
- The Service Cloud platform
How has it helped my organization?
It has touched every spectrum of our organization regardless of the roles the various department plays. Every department contributes to the revenue numbers through the use of this tool.
What needs improvement?
Improving reports/dashboards is needed. It is quite good, but taking it up a notch would be beneficial for the whole team.
For how long have I used the solution?
I have used it since 2009, so six years.
What was my experience with deployment of the solution?
There have been no issues with the deployment.
What do I think about the stability of the solution?
There have been no issues with the stability.
What do I think about the scalability of the solution?
It has scaled well and every department in our organization uses it.
Start small, then leverage it to the whole team in phases. You will achieve greater success when doing it in small steps, which will also ensure that this product gets used most efficiently.
How are customer service and technical support?
Customer Service:
A six out of 10.
Technical Support:A six out of 10.
Which solution did I use previously and why did I switch?
No other solutions were previously used.
How was the initial setup?
The initial setup was quite straightforward.
What about the implementation team?
We used a vendor team for implementation.
What other advice do I have?
Get your requirements properly analyzed before walking it through with the deployment team.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Salesforce certified system admin at a cloud solution provider with 51-200 employees
You get what you pay for and whilst the enterprise version is not cheap, its worth every penny.
What is most valuable?
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.
How has it helped my organization?
- The entire organisation is now on the same page, with one source of truth.
- Forced people to become compliant in reporting and updates - if its not in Salesforce it did not happen.
- No more "versionitis", data, reports all in once central place.
What needs improvement?
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.
For how long have I used the solution?
Just over eight years
What was my experience with deployment of the solution?
I thought I could manage on my own with the first deployment but needed an expert which we called in.
What do I think about the stability of the solution?
No
What do I think about the scalability of the solution?
No
How are customer service and technical support?
Customer Service:
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.
Technical Support:Excellent
Which solution did I use previously and why did I switch?
We were using a combination of Google docs and contacts in Outlook. We switched because it was a mess.
How was the initial setup?
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.
What about the implementation team?
We started in-house and moved quickly to a vendor whose expertise level was very good.
What was our ROI?
Never calculated it but cannot understand how we ever managed without Salesforce.
What's my experience with pricing, setup cost, and licensing?
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.
Which other solutions did I evaluate?
Zoho CRM, Goldmine and Act.
What other advice do I have?
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
Disclosure: I am a real user, and this review is based on my own experience and opinions.
CTO with 51-200 employees
5 Rules for Getting the Most Out of SalesForce
In business the fittest survive. And if you want to go beyond surviving to thriving, you have to get the most out of your processes and systems. Given the ubiquity of Salesforce, how do you make sure you’re getting more out of it than your competition? Here are 5 rules for driving outstanding results from Salesforce.
-
Assure Data Reliability
Assuring data reliability is easier said than done. Here are the nuts and bolts behind this rule.
- Data consistency is king. Therefore, you need to design with as many drop-down fields as possible rather than leaving it open ended. Each of these fields becomes your standard Saleforce lingo. Otherwise you end up with a jumble of data that you can’t consolidate. For example, if you have an open text field titled “Product Type”, some reps will enter “Enterprise License”; others may say Enterprise, misspell it or abbreviate it.
- Requirements rule. If you want a piece of data on every record, require it. When you set up a requirement in Salesforce, your call center associates cannot save a record unless they complete those fields.
- The right rights. Not everyone needs to be able to do everything in Salesforce. And you can make sure they only do what’s appropriate by looking at profiles and roles assigned to each user. Only allow them “write” access to data that’s critical to their job function and “read only” rights to other data.
- Garbage data? Don’t load it. Scrub and de-dupe your data before any mass data loading.
-
Design for a Positive ROI
Of course you want a fantastic return on investment (ROI) and are designing your Salesforce implementation with that in mind. But what are the steps for getting there?
- Design your business process with as much workflow automation as possible, assuring maximum efficiencies.
- Measure your historical sales or service data, and evaluate your return against the same business processes prior to implementing Salesforce. This gives you information on what you might need to tweak, and also lets you know what’s working.
- Take advantage of the power the Force.com platform offers you through customizations, and by integrating Salesforce with existing third-party databases within your organization.
- Design dashboards and reports that enable you to assess your sales pipeline and provide a 360 degree view of your business.
-
Make Sure Users…Use It
It goes without saying that if your users avoid using Salesforce, your investment won’t pay off. You can’t just say “it’s here”, and expect everyone to clamber on board the Salesforce train. There are four best practices to facilitate user adoption.
- Training, training, training—no one likes to use a system that’s foreign to them. They want software that makes their lives easier. Overcome this hurdle with step-by-step training.
- What’s in it for me? Just as you have to sell the benefits of your products and services to your prospects, you have to sell the tools you expect associates to use by letting them know how it’s going to make their work lives better. Don’t talk in broad generalities – employees want to know exactly how their work day will be better than it was before.
- Money motivates – develop monetary or gift incentives for associates who use the platform in way that’s consistent with your vision.
- Listen, learn and enhance—users may find areas for improvement. If you listen to them and enhance and update the systems as necessary, you’ll improve productivity and buy-in.
-
Design Dashboards for Decision Making
When it comes to Salesforce, the devil’s in the details. Salesforce give you basic visibility to your business, but its true power comes from enabling you to dig deep and uncover new, unexpected insights. It may be a tedious process, but take the time to get into the nitty-gritty and define all the metrics that can heighten your decision-making powers.
Create custom fields in every object for each metric you want visualize in dashboards and use in reports. For example, if you use a sales-touch cycle, be sure to have a drop down field that includes the touch-cycles process so you can run reports from that field.
-
Plan for the Future…Beyond CRM
Salesforce has come a long way from its customer-relationship-management (CRM) only days by providing the open APEX code for third party APP developers. Now, the sky is the limit with the FORCE.com platform.
Because of this, Salesforce has divided functionalities into separate clouds--Sales, Service and Marketing. With APEX code and Visual Force pages you can customize Salesforce and create custom applications with the help of a developer. If you can dream, it can be done. And if you plan it right, it will be done.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Implementation Engineer at a tech vendor with 201-500 employees
Excellent solution for ticketing with great reporting facilities
Pros and Cons
- "The most valuable features are the reporting and the custom codes."
- "Sometimes they refresh the production environment, which can be a bit of a challenge."
What is our primary use case?
My primary use of Sales Cloud is for reporting and ticketing - whenever a customer sends an issue by email, the ticket is created based on the email itself. We also use the Einstein Analytics feature to see how many deals are open or closed and the status of each customer's tickets.
What is most valuable?
The most valuable features are the reporting and the custom codes.
What needs improvement?
Sometimes they refresh the production environment, which can be a bit of a challenge.
For how long have I used the solution?
I've been using Sales Cloud for seven years or so.
What do I think about the stability of the solution?
Sales Cloud is a stable solution.
What do I think about the scalability of the solution?
Sales Cloud is scalable.
How are customer service and support?
The technical support team is very cooperative, and I'm satisfied with their service.
How was the initial setup?
The setup is very straightforward because it's a cloud-based product, so all you need is your ID and to register it
What's my experience with pricing, setup cost, and licensing?
Sales Cloud is quite expensive.
What other advice do I have?
I would rate this solution as ten out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Salesforce certified system admin at a cloud solution provider with 51-200 employees
It's allowed us to move away from sharing documents and use it as a single source of information for our organization.
What is most valuable?
The ease of customization plus the availability of an extensive selection of apps.
How has it helped my organization?
We have moved away from sharing docs and now everyone is on the same page with only one source of truth.
What needs improvement?
It is still relatively expensive - would like to see it a little cheaper.
For how long have I used the solution?
I have worked with all versions, contact manager. group, professional, enterprise, unlimited and non profit starter pack for almost seven years.
What was my experience with deployment of the solution?
I did need some external help initially but the reason for that was my fairly complex formula fields.
What do I think about the stability of the solution?
No issues encountered.
What do I think about the scalability of the solution?
No issues encountered.
How are customer service and technical support?
Customer Service:
It's outstanding.
Technical Support:It's outstanding on standard support plus they off premier support.
Which solution did I use previously and why did I switch?
I worked, for a limited time, with Zoho and was looking for a bigger "ecosystem."
How was the initial setup?
I had a few issues with the formula fields otherwise it was straightforward.
What about the implementation team?
We used an in-house with some vendor assistance who had a very high level of expertise.
What was our ROI?
It's never been measured, but our year on year growth would have never been possible without Salesforce.
What's my experience with pricing, setup cost, and licensing?
I would rather go for a version with less functionality, but allows a budget for more users.
Which other solutions did I evaluate?
Zoho CRM
What other advice do I have?
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.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Contract Salesforce Consultant at a computer software company with 1,001-5,000 employees
The ease of customization makes every Salesforce implementation like a strand of company DNA. This can be a top-tier solution for companies who utilize the product with best practices.
Valuable Features
My background is with Salesforce Sales Cloud and Service Cloud. The product has versions which come in the form of three yearly releases for summer, spring, and winter.
With the new releases, upgrading certain features is not optional, it just happens on a designated date and your application gets upgraded automatically. For the more interactive parts of the upgrades, there is sometimes a need for admin intervention. This requires some sort of back end configuration by a system administrator.
Salesforce's release notes are extremely comprehensive - sometimes too comprehensive as they can top 300 pages per release. Most people should be able to find what they need from the table of contents fairly easily. The organization of the document stays very regular year over year.
Room for Improvement
I would like to see Salesforce scale back on the new items, and try to fix more of the old broken items, bugs, and enhancement requests. Sometimes, like with the new community templates, there can be obvious bugs that slide by unnoticed and then the end user has to find them as if it were a beta release.
Use of Solution
I started using Salesforce when they were on the winter 2011 release.
Customer Service and Technical Support
Premier support costs a lot of money and oftentimes they do not have better information than a good admin could find out on their own. It is great for someone new to Salesforce without an experienced admin to turn to for support.
Implementation Team
Don't do it yourself unless you plan to become a Salesforce Admin. Do it right the first time, which does not mean pay the highest price.
Make sure if you are using a consulting company they are as trustworthy as possible, research who your consultant is, previous successes of the individual you work with and not just the company as a whole. Find them on LinkedIn and ask people about them. If you hire someone in-house do the same research. If you are exposing all your company data and the system architecture of the company moving forward to one person's design, it is critical to make sure you have the right person guiding it.
Ask them about why they like doing Salesforce, the values that are important to them and how they picture the beginning, middle, and end of the consulting/work relationship. This should give you some insight into what guiding principles they are likely to follow
ROI
ROI depends on how good the guy setting up your Salesforce is.
Pricing, Setup Cost and Licensing
Do your best to negotiate the cost if you can. Salesforce is one of the most expensive solutions out there.
Other Advice
The ease of customization makes every Salesforce implementation like a strand of company DNA. This can be a top-tier solution for companies who utilize the product with best practices. On the other hand, some companies who have a weak IT department or just are not ready to integrate their business with Salesforce should hold back! This is because the needs of a very young business will undoubtedly change again and again, and when a company takes their Salesforce system along for that roller-coaster ride, the company growing pains leave scars on the system. This causes some people to resent Salesforce as a system. I'm not going to say a young company should not use Salesforce, only that it is critical to have the most experienced system admin you can afford if the business wants to use Salesforce from an early age.
The amount of time you believe it will take to get Salesforce operational for your company, triple that time and then multiply by two. Here's why, say, I think it will take three months to roll this out, with documentation, or finding resources it will take six months and with unexpected delays it will take nine. Now multiply by two again because you should spend nine months planning out who, how, where, when etc. If you want your system to do well you need to do the work to get there. Otherwise you will end up having to redo your entire Salesforce implementation.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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