Salesforce Sales Cloud Reviews

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.

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. 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.

I have been using Salesforce Sales Cloud for nine months.

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.

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.

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.

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.

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.

I have been using Salesforce Sales Cloud for approximately one and a half months.

I rate the stability of Salesforce Sales Cloud a ten out of ten.

I plan to use the solution more in the future.

I rate the scalability of Salesforce Sales Cloud a nine out of ten.

The initial setup of Salesforce Sales Cloud was straightforward.

We have seen a return on investment.

The scalability could improve by a small amount.

I rate Salesforce Sales Cloud a nine out of ten.

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

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

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. 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.

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

This solution is super stable.

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.

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.

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.

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.

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.

I have been using the solution for two years.

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.

The technical support is good, but the team must improve the time it takes to respond. The escalations must be quicker.

Positive

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.

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.

The price is fair. The tool is not that expensive, considering what it offers. It is worth the money.

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.

The solution is for companies to manage the sales part. With the tool, companies can create context, needs, opportunities, and whatever they are gathering. Companies can collect whatever information they want and they can manage their space, keep proper tracking reports, and everything in Salesforce Sales Cloud.

In terms of the best features offered by the product and depending on what our company's customers feel about the solution, I can say that the tool is very easy to use and user-friendly. The tool has wide community support. Salesforce has its own courses and everything to make one learn about their products.

There is nothing that comes to my mind when I think about what needs improvement in the product since it does everything perfectly.

The product lacks to offer some AI capabilities. With a lot of AI capabilities that are available nowadays, I would want some of them to be added to the product since it can make the lives of its users easy by allowing them to use the features they want.

I have experience with Salesforce Sales Cloud. My company has a partnership with Salesforce.

It is a very stable solution. Salesforce has its own team to test its products. The tool is very good in terms of stability, support, and features. I have never had any complaints about the product.

It is a very scalable solution.

My company deals with Salesforce's automation products, and everyone uses Salesforce Sales Cloud.

I use Provar, which is Salesforce's test automation solution. My job profile involves more testing, and what our company's customers do is that they test Salesforce implementation for their internal implementations or for what they have implemented in Salesforce. In my company, we have a very diverse portfolio in terms of customers, as some use Salesforce Experience Cloud, while others use Salesforce Marketing Cloud or Salesforce Sales Cloud. I have experience with almost every tool from Salesforce since I have dealt with multiple solutions depending on customer's requirements. If you ask me what feature I am using in the tool specifically, I would say that I have touched almost every other feature offered by different tools offered by Salesforce.

As Salesforce offers its tools on the cloud, the product's initial setup phase is very easy because you have to kind of create a user account and get a license according to the features you want to use, which is easy. There is nothing complex with the tool's installation, as everything is on the cloud and is very easy to use.

Learning to use the product is an easy task, especially since Salesforce has a lot of its own learning processes in place, which can make one capable enough to start working on Salesforce.

I don't have experience with the mobile accessibility of Salesforce Sales Cloud since I don't use it.

I rate the tool a ten out of ten.

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.

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.

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.

Sales Cloud could improve in areas such as AI integration, particularly for templates.

I would rate the stability of Sales Cloud as a six out of ten.

I would rate the scalability of Sales Cloud as a five out of ten. My clients who use it are mostly enterprise businesses.

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.

Salesforce is good value for money, but compared to the market, it is relatively high-priced.

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.

We used Salesforce Sales Cloud to build a solution in the healthcare industry, where customers can log in and see patient's health data and a couple of related inferences. They can also see the previous encounters we had with their provider.

It is very easy to develop things and scale up the solution, saving time and resources. The solution is easy to debug, and everything is in a single interface. Salesforce Sales Cloud is very reliable and provides good stability and security.

Sometimes, we are confused about which Salesforce solutions to use for which purpose. The solution's customer support is not so good. It takes a lot of time to reach the support team, get some clarifications, or discuss with the Salesforce team, which is a horrible experience.

I have been using Salesforce Sales Cloud for four years.

Salesforce Sales Cloud is a stable and reliable solution.

Many teams in our organization are using Salesforce Sales Cloud. Around 10 to 20 people in our team are using the solution. Around 5,000 to 10,000 people are using the solution in our entire organization.

The initial setup of the solution is intermediate, which is neither difficult nor easy.

Salesforce Sales Cloud is an expensive solution.

Salesforce Sales Cloud is deployed on the Salesforce cloud. Our company decided to use Salesforce Sales Cloud because they wanted to upgrade their tech stack, and Salesforce was the safer choice. Salesforce Sales Cloud is easy to maintain.

New users should go through the courses Salesforce provides to understand what they can build and cannot do using the solution. Users should be clear about what they want before using the solution. The mobile accessibility of Salesforce Sales Cloud is easy and has improved over the years.

Overall, I rate the solution an eight out of ten.

We use the solution for opportunity identification, pipeline management, and forecasting. Those are primarily the areas.

The solution has provided our company with a common platform, a common process, and has created a common skill set, and institutional awareness of major transactions. It's provided easier audit for opportunities, deal reviews, and automation features for reporting. 

The dashboards and dashboard customization are great.

The solution is stable and reliable.

You can scale the solution easily.

The setup is pretty fast.

Technical support is helpful and knowledgeable. 

The reporting formats could be better. We'd like to be able to graphically, optically, change what the selections are that we can choose to put a report or format in, just in how they appear, the aesthetics. There could be more presentation formats that are incorporated that would make them easier to transfer over to a PowerPoint or something. We should be able to export documentation capabilities that are more presentation-friendly outside of the system.

II want to be specific about what it looks like, what the actual report actually looks like. For example, the optics of the report, the colors that are used, the format that it's in. That's the main comment. The data is fine. It's how the report actually looks that's an issue.

I've been using the solution for more than 12 months at this point.

It's very stable. It's reliable. It's a good solution.

It scales well. A lot of people need to own that the solution will only work as well as its design, and how people apply it. The more information that can be given upfront about what the outcome requirements are, the better.

That's a conditional situation. It really depends on how engaged the client is in providing their requirements and then giving that stuff over so that it can be executed. It's a pretty well-thought-out solution that performs and scales well.

We have more than 5,000 users at this point. That's across departments in the services division. The solution is extensively used. 

I've dealt with technical support. They were good. They were on the better side. Nobody's perfect, however, they were pretty knowledgeable.

I've used multiple CRMs and NetSuite by Oracle in the past. In this organization, we had a homegrown solution that would not have been commercially marketed.

The initial setup was complex, however, it was well planned. There was a good approach. It was very formulaic. It allowed for customer feedback to help customize the solution. I thought it was a very interactive process.

The configuration part was relatively quick. It was the planning that took longer as it required a lot of internal reviews to discern what was important information and what wasn't. It's hard. I would say that the process was six months, however, the actual flipping the switch wasn't that long - maybe a couple of weeks.

That's why it's hard for me to discern where the breakpoint is. It was a lot of reviews, communication, et cetera. However, the enabling of the technology did not take very long. It was more or less deciding on how to enable the technology that took long.

There is a team that handles maintenance for the product. I don't deal with that directly.

I've done it probably two ways. One was an internal engagement. The other one was external. I know that Accenture was involved in that. I myself actually had to go to Chicago to train at one of the Accenture facilities to be a champion for their transition.

I'm an end-user. I'm using the most recent version of the solution.

I'd advise potential new users to make sure you're good by researching what's best for your organization and make sure that once you choose to go down that path, that you've put the right steps in for adoption. This or any other CRM will fail if the organization doesn't agree on the value or use of the tool.

I'd rate the solution at a nine out of ten. It is highly available, handles the majority of our business needs, and the consistency of its function is pretty strong. The capacity of capability is good.