The main use case of the solution is to create tasks and flows. The sales team uses Salesforce Sales Cloud to do the tasks and assign them to campaigns and managers.
Enterprise Architect at Olist Digital
Easy to use and enables users to track campaigns, but the cost of building integrations is high
Pros and Cons
- "The solution is easy to use."
- "Salesforce must build some connectors and features to make integrations easier."
What is our primary use case?
What is most valuable?
The main benefit of the product is that it provides a 360-degree view of the customers. We can integrate all the data, get the visions, and establish analysis. The solution is easy to use. The product helps get metrics from the sales team, contact the customers, and see whether the features in the products are doing well.
If a customer is not in the report, we cannot see these aspects and place some tasks on the sales team. Tracking the campaigns, the return of the contacts, and how a contact becomes a sale is the main benefit. The strategy is based on market analysis.
What needs improvement?
The cost of building integrations is the main challenge we face. We hired a Salesforce integrations partner so that we do not overload our team. It's very costly and takes a lot of time to do. Salesforce must build some connectors and features to make integrations easier.
For how long have I used the solution?
I have been using the solution for two years.
Buyer's Guide
Salesforce Sales Cloud
January 2025
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Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
837,501 professionals have used our research since 2012.
What do I think about the scalability of the solution?
We have 100 users, including sales team members and managers. We are thinking of expanding. We might evaluate Salesforce along with other data visualization tools like Tableau.
How are customer service and support?
The technical support is good, but the team must improve the time it takes to respond. The escalations must be quicker.
How would you rate customer service and support?
Positive
How was the initial setup?
The main challenge in the deployment is understanding the workflows. The technical setup is not difficult and long. Understanding and building the workflows is the main challenge. It is not a big problem, though. The product is SaaS-based. It's not a costly deployment. We can get new features and integrations quickly. Salesforce does the maintenance of the solution.
What was our ROI?
The return on investment is based on the tracking of the tasks. We can build campaigns. It makes the investment work. The main benefit is how the product integrates with the campaign tool and provides features to track the campaigns.
What's my experience with pricing, setup cost, and licensing?
The price is fair. The tool is not that expensive, considering what it offers. It is worth the money.
What other advice do I have?
I will recommend the product to others. It is worth the money. It provides a good price, service, and quality. It's a leader in their market. The product is worth it if we have the budget to use the mobile version, web version, and business intelligence features. Overall, I rate the product a seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Jun 26, 2024
Flag as inappropriate![PeerSpot user](https://www.peerspot.com/assets/media/images/anonymous_avatar-ddad8308.png)
Software Engineer - Technical Lead at a financial services firm with 10,001+ employees
It has accelerated the business process and helped generate more revenue and close deals faster
Pros and Cons
- "I find the forecasting the most valuable feature. It's valuable because there are two types of forecasting, customizable and collaborative forecasting."
- "There are things that could be improved with respect to file sharing. There is a limited file size."
What is our primary use case?
My use case includes account management, opportunity management, forecasting, lead management, products and pricing.
We store driver information in the account objective. We have also developed an application for technology consulting clients who sell hardware. Software products can be tangible or intangible-like services. We use the product object to store the products.
When there are multiple types of servers, like database servers or application servers we store and use attributes of the server, like the size of the server and whether it's scalable or not.
We use the asset object after the product is shipped to the customer. Price list items and price lists are used for price management that handles pricing across multiple countries. We also use is the charge types and subscription-based models. For example, if you have purchased an internet subscription for one year, your charges could be a monthly, quarterly, half year or yearly.
For our premium customers, they receive discounts. This could be tiered discounts based on the data consumption or the initial discount in the amount of 5%, 10% or 15% based on the type of customer.
How has it helped my organization?
Sales Cloud has accelerated the business process. It has helped generate more revenue and close deals faster.
What is most valuable?
I find the forecasting the most valuable feature. It's valuable because there are a few types of forecasting, customizable and collaborative forecasting. Higher level leadership can forecast revenues using the forecasting feature. The forecasting can be based on the opportunity amount or opportunity line items or subscription product. It enables them to determine what the revenue will be next quarter or next year. It is customizable based on the organization's fiscal year.
Sales Cloud starts with the company and ends with the revenue. For example, a car manufacturing company such as Hyundai, Honda, or Tesla, would set up a campaign. Employees of the office will visit the campaign stall and ask about the features of the car. The sales team of a Cloud manufacturing company can note the details and generate the lead from that campaign and nurture the lead. If the employee is interested, the lead can be converted into an account contact opportunity, or suspect converted into a prospect. Quotations are read to the client, and negotiations commence and the sale will be either won or lost and the prospect becomes our customer.
Salesforce development is faster than others and they have the best documentation. Anyone can learn using their documentation.
They are continuously improving their product three times a year compared to other companies that release new features every two or three years.
What needs improvement?
There are things that could be improved with respect to file sharing. There is a limited file size.
Also, there is no inbuilt capability to calculate taxes so you have to rely on third party software.
For how long have I used the solution?
I have been working with Sales Cloud for 3 years.
What do I think about the stability of the solution?
Salesforce is very stable. We have multiple data centers across the globe. If a data center fails it is highly available and stable, and available 24/7.
How are customer service and support?
Technical support is very supportive and responds quickly and resolves your concerns. Most of the issues are not because of Salesforce, most concerns are because on the developer side or because of limitations due to a cloud based multi-tenant environment.
Which solution did I use previously and why did I switch?
I have used multiple CRMs, as it comes under the customer relationship management. Compared to other CRMs, Salesforce is best.
How was the initial setup?
The deployment of Sales Cloud is simple. There are various ways that it can be deployed, the native Salesforce chain sets or the CICD, continuous integration and continuous deployment third party tools to deploy it. Deploying the data, which is a record and deploying metadata that is a component. The record can be deployed using data loader tools, which are native Salesforce features. Metadata can be deployed using end tools, chain set or continuous integration and continuous deployment, like Kin or Microsoft.
It is very quick to deploy, millions of components can be deployed in 30 to 45 minutes if planned efficiently.
What about the implementation team?
The deployment process depends on the organization. The minimum amount of people required for the deployment could be one, even for complex business and maximum would be 10 people to support a very large scale business.
What's my experience with pricing, setup cost, and licensing?
Being license based, the license varies by type. There are standard user licenses, Salesforce license, Salesforce Platform license or community license. Prices range from $5 to $70 or $75 per user per month calculated yearly. It can not be purchased for two or three months, it must be purchased for the whole year. The pricing is considered average. Health Cloud is more expensive than Sales Cloud.
Account executives from Salesforce will negotiate if you are purchasing licenses in bulk.
What other advice do I have?
Salesforce Sales Cloud is the most powerful cloud of the Sales Cloud. It is scalable and bug-free.
If a company is a business model that is based on lead generation, I recommend that they use the unlimited edition org and use the Einstein product for lead management, lead nurturing and rule based scoring of the lead. Another good feature is forecasting.
I would rate the complete Sales Cloud a 9 out of 10.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Buyer's Guide
Salesforce Sales Cloud
January 2025
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Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: January 2025.
837,501 professionals have used our research since 2012.
Senior Salesforce Developer at a transportation company with 201-500 employees
Automated lead management and opportunity tracking make business processes seamless
Pros and Cons
- "Salesforce provides a lot of tools out of the box like opportunity tracking, automation, and linking between account, contact, and posting."
- "The developer console might be enhanced."
What is our primary use case?
I have expertise in Salesforce Sales Cloud, Revenue Cloud, and a little experience in Experience Cloud as well. I have been using Salesforce Sales Cloud for around three years. The Sales Cloud is generally used for lead management, where we can grab leads, convert them, and track opportunities and accounts. It helps manage our entire business process and track revenue by setting up quotes, orders, and invoices.
How has it helped my organization?
Salesforce has helped by providing a comprehensive system to capture opportunities and leads, maintaining everything in one place, and tracking customer data. Additionally, the automation features enhance business operations and revenue growth.
What is most valuable?
Salesforce provides a lot of tools out of the box like opportunity tracking, automation, and linking between account, contact, and posting. The lead conversion process, approval processes, and automation are particularly valuable.
What needs improvement?
The developer console might be enhanced. Sometimes, there can be a lot of open files, and improving the learning process of data processing would be beneficial.
For how long have I used the solution?
I have been using this solution for around three years.
What do I think about the stability of the solution?
There are no stability issues found yet.
What do I think about the scalability of the solution?
The solution is scalable.
How are customer service and support?
Most of the time, customer service resolves the issues effectively. Sometimes they provide guidance on whether the issue is on their side or ours and suggest solutions.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
As a Salesforce developer for three to four years, I consider it the best CRM to use. It is the first CRM I have worked on.
How was the initial setup?
The initial setup doesn't take much time, it depends on the deployment tool used. For Capado, the setup might take one day or half a week. For others, it may be as quick as one hour.
What about the implementation team?
Generally, we use tools and follow a structured process to deploy. Specific tools might be required as per customer requests.
What's my experience with pricing, setup cost, and licensing?
I am not exactly sure about the numbers, but the licensing for different purposes can be checked online. The cost might vary if you need licenses for specific functionalities like CPQ.
What other advice do I have?
I would recommend Salesforce for an enhanced revenue system, whole automation process, and CRM to lead management.
I'd rate the solution nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Last updated: Oct 23, 2024
Flag as inappropriateAccount Executive at Alertus Technologies
Straightforward setup, useful activity monitoring , and highly stable
Pros and Cons
- "The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful."
- "The scalability could improve by a small amount."
What is our primary use case?
We leveraged Salesforce Sales Cloud to perform a range of activities, starting from initial prospect calls, follow-ups, and demo scheduling, to generating quotes, managing accounts, and tracking all the way through to final sales. This comprehensive solution also facilitated any necessary follow-up tasks associated with the sales process.
How has it helped my organization?
Utilizing tasks is truly the most effective approach. Thus far, my priority has been diligently following up on tasks, ensuring timely callbacks after conversations with individuals, and meticulously documenting detailed notes about the progress of each account. These notes serve as a comprehensive file that captures all relevant information regarding ongoing interactions and developments.
What is most valuable?
The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful.
What needs improvement?
The scalability could improve.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately one and a half months.
What do I think about the stability of the solution?
I rate the stability of Salesforce Sales Cloud a ten out of ten.
What do I think about the scalability of the solution?
I plan to use the solution more in the future.
I rate the scalability of Salesforce Sales Cloud a nine out of ten.
How was the initial setup?
The initial setup of Salesforce Sales Cloud was straightforward.
What was our ROI?
We have seen a return on investment.
What other advice do I have?
The scalability could improve by a small amount.
I rate Salesforce Sales Cloud a nine out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Presale Coordinator at a comms service provider with 1,001-5,000 employees
A versatile platform that can track commercial opportunities
Pros and Cons
- "The most valuable features of Salesforce Sales Cloud are the ability to track portfolio opportunities and reporting capabilities. The notification process inside the platform is also very valuable, and extracting reports is extremely useful. However, we are currently using only a small part of its functionality."
- "As a presale team leader, I see a need to better understand the platform because our current knowledge is limited. This makes it difficult to explore possible extensions of its use. We also want more detailed information on commercial opportunities included in the tool. It needs to include better documentation on the functions it offers."
What is our primary use case?
I last used it to trace a commercial opportunity. I use it since I am notified about commercial opportunities. Our main use case is tracking.
What is most valuable?
The most valuable features of Salesforce Sales Cloud are the ability to track portfolio opportunities and reporting capabilities. The notification process inside the platform is also very valuable, and extracting reports is extremely useful. However, we are currently using only a small part of its functionality.
What needs improvement?
At the moment, Salesforce Sales Cloud is mainly used by key account managers and the commercial team. We are also looking to extend its use and functionality to the presale team.
As a presale team leader, I see a need to better understand the platform because our current knowledge is limited. This makes it difficult to explore possible extensions of its use. We also want more detailed information on commercial opportunities included in the tool. It needs to include better documentation on the functions it offers.
For how long have I used the solution?
I have been using the product for two years.
What do I think about the stability of the solution?
The tool's stability is very good, and I rate it a ten out of ten.
What do I think about the scalability of the solution?
I rate the tool's scalability a nine out of ten. We use it two to three times a month. My company has around 100 users, and my team has 12 members.
How are customer service and support?
I haven't contacted the technical support team for the solution yet.
What was our ROI?
Currently, there is no impact on the duration of our sales cycle. We are asking more in-depth questions about the platform because, so far, there is no clear benefit. We are still looking internally to understand how to use it more profitably. I'm not involved in the investment itself. I'm just the final user, so it's something that other sales teams in the company evaluate.
What other advice do I have?
We update all our software to the latest versions as an internal policy. Salesforce Sales Cloud is the standard tool in our company. It is integrated with other application platforms developed in the company, which are proprietary software. The integration was difficult, but I don't have direct experience with that process.
My advice to people looking to implement the tool is that they should understand the organization in which the solution will be applied, including the business processes. A certain degree of customization is needed when applying the platform to the real context. Good advice would be to analyse the needs deeply before implementation.
I rate the overall product a nine out of ten. I think it's a good platform. It's versatile and can be applied in many different contexts so that it can be recommended.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Excellent for managing campaigns effectively
Pros and Cons
- "The features of Sales Cloud most useful for testing and running email campaigns are highly valuable."
- "Sales Cloud could improve in areas such as AI integration, particularly for templates."
What is our primary use case?
Sales Cloud helps me manage and track my sales pipeline effectively. It is a CRM system that integrates with other systems for comprehensive sales management.
How has it helped my organization?
Sales Cloud has positively impacted lead generation and conversion rates. It enhances lead generation efficiency and tracks lead from various sources and campaigns effectively, ensuring a high level of reliability in lead acquisition and conversion.
What is most valuable?
The features of Sales Cloud most useful for testing and running email campaigns are highly valuable. The CRM system is excellent for managing campaigns effectively. I also find Salesforce security authentication very good.
What needs improvement?
Sales Cloud could improve in areas such as AI integration, particularly for templates.
What do I think about the stability of the solution?
I would rate the stability of Sales Cloud as a six out of ten.
What do I think about the scalability of the solution?
I would rate the scalability of Sales Cloud as a five out of ten. My clients who use it are mostly enterprise businesses.
How was the initial setup?
I would rate the easiness of the initial setup as a ten out of ten. It is very easy. The implementation of Sales Cloud took approximately four months.
What's my experience with pricing, setup cost, and licensing?
Salesforce is good value for money, but compared to the market, it is relatively high-priced.
What other advice do I have?
The AI functionality built into Salesforce is good. It was not available when I first started using Salesforce.
Using the Sales mobile app has many benefits. I have used it, and it is great for accessing Salesforce on the go.
Integrating Sales Cloud with other Salesforce products or third-party applications has been good.
I would recommend Salesforce to others, especially for its effectiveness as a CRM system. It stands out compared to other software, particularly in India.
Overall, I would rate Salesforce Sales Cloud as an eight out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Client-Partner at a computer software company with 1,001-5,000 employees
It covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure
Pros and Cons
- "Our use case within the organization covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure. For our clients, Salesforce is used more to plot the cycle from products to cash and lead to revenue. They mostly build offers and pricing quotations in the Salesforce environment through their field marketing agents."
- "I need to do a lot of customization to implement an ERP solution for an energy and utilities client versus a BFS client. Salesforce should look at the common customizations each client wants and see how much of that can be standardized into industry-specific specific solutions. That would speed up implementation, so we don't need to go through the same steps a hundred times. Salesforce could do it once and put it out for the rest of the clients to use it."
What is our primary use case?
Our use case within the organization covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure. For our clients, Salesforce is used more to plot the cycle from products to cash and lead to revenue. They mostly build offers and pricing quotations in the Salesforce environment through their field marketing agents.
What needs improvement?
Salesforce could integrate downstream systems by adding Tableau or MuleSoft into the KDDI. But is there a way to figure out industry-specific solutions? From an ERP standpoint, SAP has industry-specific solutions that are a straight fit for separate industry verticals.
I need to do a lot of customization to implement an ERP solution for an energy and utilities client versus a BFS client. Salesforce should look at the common customizations each client wants and see how much of that can be standardized into industry-specific specific solutions. That would speed up implementation, so we don't need to go through the same steps a hundred times. Salesforce could do it once and put it out for the rest of the clients to use it.
I've handled verticals like manufacturing, automobile, telecom, and BFS. The use cases vary from one to the other. There is no standard recommendation per se. I've handled some three or four clients per vertical. Maybe one or two clients in each industry have a Salesforce ecosystem. Let's say I've had two instances of a financial service client asking for a specific level of customization, so why doesn't Salesforce include that in the cost.
Salesforce could consult with companies in these different industry verticles to determine the level of customization they need and what common tweaks could be included in the out-of-the-box product. That's something I would love.
It would be great if Salesforce could pitch customers a base product with an estimate of how much time it would take to implement. On top of that, they could offer the client a set of packages consisting of three or four use cases essential to that customer's vertical and give them a standardized time for implementing these add-ons to the core product.
I don't think clients can afford a designated Salesforce consultant, and that's why businesses come to integrators like us. There's a demand for easy deployment maintenance of Salesforce's no-code, low-code platform with automation. It would help the clients deploy an ecosystem within their organization rather than relying on somebody else to do the implementation and jam it together.
At the same time, it might make sense for Salesforce to integrate an RPA provider like Pega did with the Open Spam acquisition. Salesforce should definitely look into out-of-the-box automation.
For how long have I used the solution?
I've been working with Salesforce for five or six years. It's the solution we use for internal organization and what I propose to my clients based on their needs, as well.
What do I think about the stability of the solution?
Salesforce runs smoothly. I've never had a client come back and say, "It is the end of this product's life, I want to switch over from Salesforce because the support is ending by this quarter." I've never seen that case ever.
How was the initial setup?
Salesforce is as easy to install as any other product in the cloud today. I don't think it's difficult for any engineer. The hard part is integrating Salesforce into your environment, which typically involves deploying with hundreds of other upstream and downstream systems on the data flows.
It depends on the number of use cases and customizations the client wants. This varies from client to client in terms of the standard data flow, the number of reports, level of fields, etc. The initial implementation could be done in weeks or months, but it's not for us to decide whether that is sufficient. The client chooses whether to stick with the base product or customize it.
What's my experience with pricing, setup cost, and licensing?
Salesforce is affordable. I don't think there are any significant issues there.
Which other solutions did I evaluate?
There are very few instances where we've engaged in a consultation to figure out the right product like we did with MDM versus MRK. For the most part, I believe the client will have the appetite and the know-how to pick the right product.
As system integrators, we typically implement the entire product on the cloud or provide customizations on top of the base product. That's our main involvement in the clients' environments. Generally speaking, we don't go to our clients and tell them why they should pick Salesforce over Siebel or vice versa. That type of conversation is for salespeople from Salesforce or Oracle who pitch to the client directly. The licensing deal goes through the vendor directly.
What other advice do I have?
I rate Salesforce 10 out of 10 because I've made five or six Salesforce deals with clients. If there were any problems with the solution, I would not have secured those deals as a salesperson. I would never hesitate to give Salesforce a perfect 10 because it has helped me sell more solutions to clients. If the clients are buying, it means the solution is good.
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.
Directeur Grands Projets at a energy/utilities company with 10,001+ employees
Good dashboards, interface, and technical support
Pros and Cons
- "The performance is good, and it is easy to use."
- "The monitoring is very good, but it could be better."
What is our primary use case?
Salesforce Sales Cloud is used because it is requested by our customers and colleagues.
For the moment, I only know one CRM, and it's Salesforce Sales Cloud.
I don't use it directly, I am a business unit director. For me, Salesforce is used because I need information about the customers and sales.
Salesforce Sales Cloud is used to collect address information and sales revenue about our customers.
We provide this solution to our clients.
Our clients only enter the data to follow the project.
What is most valuable?
The performance is good, and it is easy to use.
All of the information that we need is stored in Salesforce Sales Cloud.
We have no issues with this solution.
The user interface is excellent.
The monitoring has improved. The monitoring for the fixed bugs is beneficial for our developers.
Training is available for our clients before they start to use this software, which makes it easy for them to use this CRM.
We have a team of specialists for training for this CRM.
What needs improvement?
Maybe a product can always be improved. But, for me and our office, we don't need any more information than what we already have in the system.
Perhaps the MMI or ESM side could be better than what we currently have.
The monitoring is very good, but it could be better.
For how long have I used the solution?
I use it every week because I need information about my customers. It is a mandatory requirement for me.
As it is a cloud-based solution we are always using the most recent version.
What do I think about the scalability of the solution?
We have a lot of managers who use Salesforce because we use it for our development teams and can use it for requirements, we can use it for customer requests, bugs, and bug fixes, and all managers require customer information.
This solution is used by more than 150 people in our company, and we have 200 customers.
How are customer service and support?
The technical support is fine.
Which solution did I use previously and why did I switch?
I require solutions other than Salesforce because we have procurement direction, which we use to share other solutions, other software for CRM, and other needs for our company.
How was the initial setup?
I was not involved in the installation of this solution. It was already installed on our PC I just have to open the software and use it.
The installation was completed by our IT team.
We also have an IT team That ensures that there are no issues with the security system.
What's my experience with pricing, setup cost, and licensing?
We pay for the Salesforce Sales Cloud license.
When this solution is installed on the customer site for our project, there is no licensing cost to the customer.
We don't have an issue with the price. We don't pay a lot because we have several licenses and any users.
The licensing fees are reasonable.
What other advice do I have?
Yes, I would recommend it for other users.
When you use Salesforce, we have another team that is in charge of developing other CRM module complements. If we require information that is not currently available in this CRM, our development teams can create it.
We have Salesforce, and if we need other information that isn't actually in the CRM tomorrow, we have our IT teams. They have some developers, who can create this module, we can add it, and you will have the information we require.
If we need some dashboards, or if we need more dashboards than we already have, we have some teams that can develop this software. We have a separate module component that can add to our CRM.
I would rate Salesforce Sales Cloud a nine out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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