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PrasathSrinivasan - PeerSpot reviewer
Client-Partner at a computer software company with 1,001-5,000 employees
Real User
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.

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.
831,265 professionals have used our research since 2012.

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.
PeerSpot user
reviewer1226991 - PeerSpot reviewer
Directeur Grands Projets at a energy/utilities company with 10,001+ employees
Real User
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
PeerSpot user
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.
831,265 professionals have used our research since 2012.
ICT Manager at ZSCO
Real User
Good for creating and generating leads and opportunities
Pros and Cons
  • "It is an open the platform with API integration with other systems. Salesforce, it is not a software. It is very famous and available. When you are creating leads, generating leads, opportunities, it is wonderful in the reports as well. Dashboards are amazing."
  • "It does not include a professional accounting system, it is operations and it is CRM. It is not capable of accounting things."

What is our primary use case?

We have a partnership with Salesforce. In addition to that, we have fully implemented Salesforce for one of the biggest automotive companies in Baghdad, ZSCO. There are some other companies that give support to and implement Salesforce for them in Iraq. 

We have implemented Sales Cloud to create leads, accounts, opportunities and workflows. We have API integration with our central and PBX, so it's fully integrated. 

In addition to that, we are dependent on Salesforce Enterprise Edition. We have some users who use Platform and some of the users are using Lightning, but usually we are using the Enterprise Edition for Salesforce in our implementation. It is more flexible and more capable to cover many activities. 

Salesforce is not used for financial things. It is not for inventory. It is not for financial activities or operation. It is for CRM, customer relation management.

What is most valuable?

It is an open platform with API integration with other systems. Salesforce is not a software. It is very famous and available. It is good for creating and generating leads and opportunities. It has wonderful reports as well. The dashboards are amazing. 

It has a workflow inside of it. If you need to send an email or send an SMS to a customer you can do it very easily in Salesforce. 

In addition to that, it is a brand. When we are talking to our clients about Salesforce, people are already aware of the brand. Any company, even big companies are saying that they use Salesforce, so this is wonderful. 

This system is a reliable system. It is without bugs, without problems, you can develop it. You can have outsourced support easily, including videos, all training, partner training, and webinars. It is easy as it's a worldwide software. 

So due to that, we usually go to this international solution to include our customers to help them with growth in their work. 

Salesforce is wonderful. 

What needs improvement?

The main issue is that is it is costly. Salesforce is not cheap, it's costly. Some of our customers say it is a costly solution. So, we have lost some sale opportunities regarding the high price. This is the main issue that we are facing. It is sales per user and the user price is about $150 per month, per user for the Enterprise Edition. The other edition is less than this, but it is costly. A company that has 70 or 80 users would pay more than $8,000 USD yearly because it is cloud based.

In addition to that, it does not include a professional accounting system, it is operations and it is a CRM. It is not capable of accounting things. 

What do I think about the stability of the solution?

It is most stable. We don't have any bad feedback on the technical side of Salesforce.

What do I think about the scalability of the solution?

Scalability is wonderful.

How are customer service and support?

Technical support is wonderful. When we open an issue, they call us and solve it well. We don't have any problems.

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

Previously we used IT Microsoft Dynamics CRM, it is a little bit like Salesforce, but Salesforce's capability is greater.

How was the initial setup?

As for the deployment, you should have a professional guide you in order to do it. Nobody can do the implementation by themselves you can just set up some of basic things. You should have a developer, you should have a partner, you should have a person who has the knowledge. Have training courses in order to do the implementation the right way. 

Salesforce is user friendly in implementation and it is in using it, but you should have a specified person. 

What's my experience with pricing, setup cost, and licensing?

I recommend Salesforce to customers that have commercial or workflow needs and CRM needs. 

What other advice do I have?

I recommend Salesforce to customers that have commercial or workflow needs and CRM needs. I would rate it an 8 out of 10.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Tech Architect at Provar
Real User
Top 5Leaderboard
Learning to use the product can be an easy task for beginners
Pros and Cons
  • "The tool is very good in terms of stability, support, and features."
  • "The product lacks to offer some AI capabilities."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

What do I think about the scalability of the solution?

It is a very scalable solution.

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

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

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.

How was the initial setup?

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.

What other advice do I have?

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.

Disclosure: My company has a business relationship with this vendor other than being a customer: customer/partner
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Salesforce Consultant at Amdrodd Technologies
Consultant
Powerful tool for nurturing leads and opportunities
Pros and Cons
  • "Salesforce is a very powerful tool which helps us to build that through tools like Process Builder or Flows, or even write code to achieve these scenarios."
  • "If the infrastructure is not correct, then customers are having an issue and it's taking a lot of time to load."

What is our primary use case?

I am a Salesforce consultant for multiple clients, and we have different scenarios wherein the Salesforce Sales Cloud has been used. Use cases include different scenarios and different industries, so from banking to automobile industries, to NGOs, nonprofits too.

One use case is for a client in the automobile industry. There is a sales process, sales funnel, that has been built for the particular company, according to the region. When there is a lead that comes into Salesforce, according to the region, they will be assigned to a particular salesperson. If the lead is converted, then an opportunity has been created and the opportunity is nurtured through Salesforce. There are different tasks that will then be allotted to the particular salesperson in each opportunity stage.

How has it helped my organization?

Sales Cloud in particular is a very, very powerful tool, and we can build on top of the existing platform for the requirements each company has. So if there is a particular workflow that we need to build, particular validation, or there is a particular scenario that we need to capture which is not there in Salesforce, or not in the inbuilt system -- then Salesforce is a very powerful tool that helps us to build that through tools like Process Builder or Flows, or even write code to achieve these scenarios. It's a very dynamic system.

What is most valuable?

One valuable feature with Sales Cloud is the opportunity for nurturing leads, and there are different sales processes that we can establish in Salesforce to do this. Having different sales processes helps us to diversify the whole system for different regions or different products. The same processes will help a lot in managing or helping out the salespersons to nurture those opportunities.

What needs improvement?

I've been totally into Salesforce, and almost everything can be achieved through either the configuration part or doing customization. One area that needed improvement though was with the record views. The record views were not aligned, and they have no split views. So to see each record, we had to go back and then select another one from the list, but that has been fixed. One current issue is the system requirement for running Salesforce Lightning. For current computers, it works fine, but for people who are using old systems, there is a lag in loading the Lightning pages. Lightning is the new interface that Salesforce has for the records and seeing the whole data. So if there is an old system used, or if the infrastructure is not correct, then customers are having an issue and it's taking a lot of time to load.

An additional feature that could be added is the email templates. At the moment, it is actually still not a feature to set up email templates. There are two views in Salesforce, the Classic and the Lightning. To set email templates and have those processes, we have to go back to Classic and then do the whole process. It would be beneficial if everything was happening in Lightning itself so that people don't have to switch back and forth. But I think that's down the roadmap of Salesforce to have everything in Lightning.

For how long have I used the solution?

I've been working with Salesforce for the past five to six years.

What do I think about the stability of the solution?

With the cloud infrastructure, the stability of the solution is pretty good. There has not been much downtime, or I've never seen any downtime happening in my experience with Salesforce at all. They are evolving in performance, too. The transition from Classic to Lightning was a major shift they had, and that has increased a lot of performance. The solution has been more powerful since it was transitioned to Lightning. If you don't have the right infrastructure, then we see performance issues.

What do I think about the scalability of the solution?

Salesforce is super easy to scale. If you want to add users, you just need the licenses. If you want to add additional features, scalability is not an issue with Salesforce.

The solution is suitable for every sized company. It makes things easier, even for small companies. The amount of manual work can be reduced if they have a proper automated system in place.

How are customer service and support?

We've been in contact with technical support multiple times. They're very responsive and it seems we get an immediate response back from the technical team. In the case where the issues has not been resolved from the lower level, they escalate it to the technical team. I would say they say the technical support process is quite good. But for that too, there is a package I think needs to be bought for high-end technical support. For regular users, there is a certain level of technical support that Salesforce offers, and then if you need more, we need to have an engagement for that.

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

We have some experience with Zoho CRM, but I wouldn't say it is as comparable as Salesforce. It has a different set of Salesforce setups in Zoho.

With adding multiple sales processes or more fields to the layouts, Salesforce is more flexible and bigger than Zoho.

How was the initial setup?

The initial setup of Salesforce is pretty straightforward. The deployment process is quite easy. With that being said, I would say there are a lot of instances where this pretty straightforwardness has been misused. There need to be some guidelines or DevOps processes in place so that people don't just push things to production.

The solution does not require any onsite maintenance; since it's cloud, the maintenance is done automatically. Since the platform is evolving, there are cases where they add in a few security points or depreciate a few old processes. Then we might need some enhancements done to the work that we did.

What about the implementation team?

Just one developer can have test classes built in and then push it over to production. There have been cases where we see that even one admin team in companies just does the whole end-to-end, adding the component, then pushing to production. It is not an extensive, manpower-required process.

What's my experience with pricing, setup cost, and licensing?

Pricing wise, I'm not sure how affordable the solution is, because for each market it's different. For small companies, I don't know how the pricing point works, but feature wise, I would say it is a very useful tool for all sized companies.

What other advice do I have?

My advice to any company implementing any product is to have their processes lined up, at least on paper first, rather than going to a system. I've seen this happen with a few clients. Their structure is not set, but they come into the CRM and then they build on the go, which creates a lot of best practice issues when they do that.

Before implementing any CRM, I would suggest that any company should have a proper sales process or their processes lined up, and have a clear idea of what they want to happen in the system so that that can be translated easily onto the system.

I would rate Sales Cloud a nine out of ten because I'm totally into Salesforce and I appreciate the product a lot.

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
PeerSpot user
Independent Security Consultant/ Virtual CISO at Galbraith & Associates Inc.
Real User
Easy to use with insightful conversion rates and good technical support
Pros and Cons
  • "The solution can scale massively. I've been quite impressed."
  • "If they could have convenient APIs into the other parts of the corporation that I wish to share data with, that would be helpful."

What is our primary use case?

I primarily use the solution for persuing sales. You can follow up on opportunities very easily when you use it. I also use it for case tracking.

How has it helped my organization?

The product offers sales best practices. If I establish a funnel and I've got four salespeople, and the average conversion rate of new leads is 18% and one person's at 30%, I could ask them what they're doing and I could get them to show me their pitch. Then I could teach the other salespeople to imitate them. I could quickly look at that in the forecast year and go, okay, I don't know what that person's doing, however, they're converting to the stages at a higher rate so let's ask them what they're doing and then orient all the other salespeople to follow that best practice. That way, all numbers could go up as well.

What is most valuable?

The aspect I found most valuable was the conversion rates. As a new business, we figured out by filling out the funnel that we can convert 18% of stage one. Therefore, if you could use that math, you can say "if I want to make a million dollars in sales this year, and I make $20,000 a sale, I will need X number of people." You can work backward and project, for example, this is how many people you better have on the file. It's helpful sales forecasting.

What needs improvement?

While they've done a really good job of being a CRM tool and being, in my case, a sales forecasting tool, if they could integrate with other enterprises' IT aspects - like SAP and ERP - it would be great. A little bit of integration across the corporation would be helpful. If they could have convenient APIs into the other parts of the corporation that I wish to share data with, that would be helpful.

For how long have I used the solution?

I've used the solution for around ten years or so. 

What do I think about the stability of the solution?

The stability is very, very good. There are no bugs or glitches. The performance is great.

What do I think about the scalability of the solution?

The solution can scale massively. I've been quite impressed.

In my one organization, we went from ten to 40 people with no issues. 

The solution is being extensively used. I haven't looked back at the competition and had to make a new purchase evaluation, however, my perception is Salesforce took over the space.

It's one of those solutions where you can just start using the product immediately. You don't really need to do any setup or any thinking. You just start using it. After using it for three months, you probably will never go back.

How are customer service and support?

I did use technical support in the past. They walked the talk on CRM. They're one of the companies that eats their own dog food. They're super knowledgeable with the support that was clearly ahead of the game. Whoever I called could quickly pull up my account and know who I was and what my company was. They were using a lot of their own business intelligence and things in the back end.

Overall, I was impressed with the level of support.

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

I mostly use Excel, however, for clients, I tend to use Salesforce and ZenDesk as well.

The move to Salesforce was mostly due to the fact that it was super easy to use. The best sales guys also recommended it. They liked it as they were always selling and always making money and always on the road. The sales team hated the idea of coming back into the office and doing their stats. The fact that they could update it on the road, and I could just go in and look at it every week and talk to everybody from their phones and say, here's the story was ideal for their sales process. They hated pushing their money to this big enterprise product that seemed not to create any great insight and forced them to have a meeting on site. Everyone preferred Salesforce's ease of use and remote updates.

How was the initial setup?

The initial setup is very simple and straightforward. 

What's my experience with pricing, setup cost, and licensing?

I'm not sure of the exact pricing. My understanding is that it was super cheap on RAM - a lot like Jira. If you're at a really small startup and you have 10 people, the licenses are practically free. Their theory is, as you grow, you're going to scale and hit 50 pretty soon and then they'll start charging more.

What other advice do I have?

I'm not sure which version of the solution I'm using. It's mostly set up by the client.

I'm familiar with the cloud and on-premises deployment models. Most clients are on the cloud now. 

I'd rate the solution at a nine out of ten. They have an excellent reputation and live up to it. 

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.
PeerSpot user
Freelancer at Freelancer
Real User
Top 5Leaderboard
Provides good business accuracy and monitors customers, projects, and sales
Pros and Cons
  • "The most valuable features of Salesforce Sales Cloud are increased productivity and business accuracy."
  • "The solution's design could be improved."

What is our primary use case?

We use the solution for CRM and to monitor customers, projects, and sales. We are using Salesforce Sales Cloud as a forecast platform. The solution forecasts the current data, current project stages, and the probability of it happening or not happening.

What is most valuable?

The most valuable features of Salesforce Sales Cloud are increased productivity and business accuracy.

What needs improvement?

The solution's design could be improved.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for two years.

What do I think about the stability of the solution?

I rate the solution ten out of ten for stability.

What do I think about the scalability of the solution?

Salesforce Sales Cloud is a scalable solution.

What was our ROI?

With Salesforce Sales Cloud, you have visibility and competency and see all the information you need from the sales side on one page.

What other advice do I have?

We chose Salesforce Sales Cloud because we need everything in one place to have one forecasting platform, one sales platform, and one customer management platform. The solution's forecasting feature gives us visibility on one page to give us better guidance and understanding of what's going on and what could happen. Since the solution is an appliance, there's nothing to deploy.

I would recommend the solution to other users. From my perspective, it's a tool that should be used for every purpose because it could be scalable from a small number of users to huge ones. Usually, it's flexible enough to implement all the features that customers could need. Salesforce Sales Cloud is a native integrated solution.

Overall, I rate the solution a nine out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Olaf Dölz - PeerSpot reviewer
Senior Solution Engineer at Winshuttle
Real User
Good for the CRM environment, but there could be some improvement regarding interfaces
Pros and Cons
  • "The user interface is pretty simple."
  • "As a cloud solution with web browser, it's different than my classical way of thinking. It's modern, but for older people, maybe it's not that understandable. It could be more user-friendly, maybe with an option to switch between interfaces."

What is our primary use case?

This is a cloud solution. Within my company, we have around 150 users.

What is most valuable?

The user interface is pretty simple.

What needs improvement?

This is definitely a solution for the younger generation because it's working with the web frontend. There's a lot of new stuff where you can scroll down, use via handheld, and so on. As a cloud solution with web browser, it's different than my classical way of thinking. It's modern, but for older people, maybe it's not that understandable. It could be more user-friendly, maybe with an option to switch between interfaces.

For how long have I used the solution?

I have been using this solution for the past two years.

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

Within other companies, I have previously used C/4HANA, which is the SAP product for CRM. From my user experience, I prefer SAP.

How was the initial setup?

I think it's complex and simple. Because it's a cloud solution, you can maybe put in a logo or something like that, but the functionality is provided by the manufacturer, by Salesforce itself.

On a scale of 1 to 5, I would rate the difficulty of setup a 3.

What other advice do I have?

I would rate this solution 6 out of 10.

Salesforce started as pure CRM software. For the CRM environment, this might be pretty good, but imagine when you have to interface this. Regarding interfaces, there could be some improvement.

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.
PeerSpot user
Buyer's Guide
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Updated: December 2024
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.