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VINICIUS STRACK - PeerSpot reviewer
Enterprise Architect at Olist Digital
Real User
Top 5
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?

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.

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
December 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
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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.
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reviewer1716150 - PeerSpot reviewer
Software Engineer - Technical Lead at a financial services firm with 10,001+ employees
Real User
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
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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.
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Renu Soni - PeerSpot reviewer
Senior Salesforce Developer at a transportation company with 201-500 employees
Real User
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.
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reviewer1753716 - PeerSpot reviewer
Director of Logistics at a computer software company with 10,001+ employees
Real User
Lightweight with respect to resource usage, and relatively easy to use
Pros and Cons
  • "This product is lightweight."
  • "The user interface could be more intuitive. I had some challenges with how to convert from a lead to an opportunity."

What is our primary use case?

I am a salesman with a systems integrator we use Salesforce Sales Cloud as our CRM solution.

What is most valuable?

As a CRM, it's relatively easy to use.

This product is lightweight.

What needs improvement?

The user interface could be more intuitive. I had some challenges with how to convert from a lead to an opportunity. It may have been due to our configuration, rather than the software, but I did not find it was intuitive.

Assigning team members to a deal is something that I found challenging.

It offers some level of integration with LinkedIn, although closer integration with LinkedIn would be good. On top of that, having tighter integration with other tools, like Franklin Covey or Miller Heiman would be good.

For how long have I used the solution?

I have been working with Salesforce Sales Cloud for approximately five years, on and off.

What do I think about the stability of the solution?

This solution is super stable.

Which solution did I use previously and why did I switch?

I've used a couple of other CRM solutions.

At a recent company, I used Siebel for a couple of years and it was very clunky. Anytime I wanted to use it, it would consume a lot of resources on my computer and it took a long time to load up. I haven't experienced that at all with Salesforce Sales Cloud.

What other advice do I have?

Any of the limitations that I've felt when using this product could be due to our configuration, and not necessarily due to the software itself.

This is a product that I would recommend. The only thing that I would suggest is that if somebody is going to implement it, then what they need to do is collect more feedback and more input from different levels of sales leaders beforehand.

I would rate this solution 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:
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Kees Koenen - PeerSpot reviewer
Solution Professional at Red Hat
Real User
Top 10
A CRM solution that can be used for opportunity management, but its configuration should be improved
Pros and Cons
  • "The most valuable features of Salesforce Sales Cloud are opportunity management and metric integration."
  • "The solution's configuration could be improved because getting a purchase order and administrating the right fields can be a real headache for us, especially when the Sales Cloud system enters an error stage."

What is our primary use case?

Since Salesforce Sales Cloud is a CRM solution, we use it for keeping contact information, opportunity management, sales planning, and accounts planning. We also use the solution's AI functions.

What is most valuable?

The most valuable features of Salesforce Sales Cloud are opportunity management and metric integration.

What needs improvement?

The solution's configuration could be improved because getting a purchase order and administrating the right fields can be a real headache for us, especially when the Sales Cloud system enters an error stage. We get explanatory errors, and there's no indication of how to solve those errors. For me, that's just incomprehensible.

The solution's mobile experience and opportunity management should be easier for auto-selecting things.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for nine months.

What do I think about the stability of the solution?

As far as I know, the solution experiences downtime only during planned maintenance. I've never experienced an unplanned outage, which is pretty good.

I rate Salesforce Sales Cloud a nine out of ten for stability.

What other advice do I have?

The systematic integration in the opportunity section helps us streamline opportunity management. We used the solution in the first year for account planning and territory management, which was helpful.

I would recommend Salesforce Sales Cloud to other users. Users should be very careful about pulling everything, and they should keep it as simple as possible. If you're going to create something that will produce errors, then make sure that they explain how to fix it.

The solution's mobile experience for our sales team is not good. I rate the solution's mobile experience a two or three out of ten.

With Salesforce Sales Cloud, we have everything in one spot, and the solution's AI function really improves our experience.

Overall, I rate Salesforce Sales Cloud a seven out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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David Hitt - PeerSpot reviewer
Account Executive at Alertus Technologies
Real User
Top 10
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.
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reviewer1962477 - PeerSpot reviewer
Presale Coordinator at a comms service provider with 1,001-5,000 employees
Real User
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.
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SonuKumar - PeerSpot reviewer
System Administrator at Logic Planet Inc
Real User
Top 10
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
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Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: December 2024
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.