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.
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?
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.
Buyer's Guide
Salesforce Sales Cloud
November 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,053 professionals have used our research since 2012.
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.
Managing Director with 51-200 employees
Integrates with other systems, scalable, and helpful support
Pros and Cons
- "The most valuable features of Salesforce Sales Cloud are ease of use. It is very simple for the sales team to use. You can integrate it with a lot of other systems."
- "The setup of Salesforce Sales Cloud is complex. You need specialists in that area to be able to have a good setup. Once it's set up properly, running it is seamless. That's the most beautiful thing about Salesforce Sales Cloud."
What is our primary use case?
Salesforce Sales Cloud is used to track and manage businesses sales. The solution can manage the sales team and evaluate how effective their tools have been. It can determine if they are delivering value.
The sales team populates all their activities on the Salesforce Sales Cloud. We have been given the number of calls to make to new customers that have come in, to track the prospective customers, and many other aspects will be captured. You are able to make direct calls to the customer from inside Salesforce Sales Cloud. We are able to link Salesforce Sales Cloud with a voice-over IP that can make direct calls to customers. The solution is highly versatile and it's integrated with our ERP solution of the company. When the potential customer becomes a customer, it does populate instead of having to start putting new things in the ERP system. It has good compatibility between the CRM, the Salesforce Sale Cloud, and our ERP system.
We try as much as possible to look at how loyal has the customer been. We have some of those KPIs that are coming out from the use of Salesforce Sales Cloud. It's a very great tool that the organization is using to track their business, sales team, sales, and effective management of the customers.
What is most valuable?
The most valuable features of Salesforce Sales Cloud are ease of use. It is very simple for the sales team to use. You can integrate it with a lot of other systems.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately eight years.
What do I think about the stability of the solution?
The stability of Salesforce Sales Cloud is good.
What do I think about the scalability of the solution?
Salesforce Sales Cloud is scalable. However, it depends on the licenses and what modules you require. For example, if you want voice integration, they have it. The ability for you to make your call to the customer directly from the system instead of picking up a phone.
In Nigeria, we have approximately 60. In some other countries, it depends on the number of staff that they have because all the systems have a user license. All the finance team is part of it. We have the marketing team and there are some others, such as the customer loyalty score users. Some of the service users that are rendering technical services, such as customer service staff are also part of using this solution.
The number of users can be quite large. It depends on your operations and the area that you want it to cover. Overall the solution is scalable.
Whether we expand or not depends on the business and how it grows. For example, if the sales teams increase, as a result of the business opportunities that are available in the country, we will increase usage of this solution. However, I am not sure because of the COVID-19 situation. It has impacted a lot of business. The possibility of an increase this year and next year is very slim because most organizations are only getting their sales goals.
How are customer service and support?
Our teams in the head office that manages the entire system may need to escalate an issue based on the request of a country. In this case, they will contact Salesforce Sales Cloud who will advise on what to do.
Which solution did I use previously and why did I switch?
I have used other solutions in this category, such as SAP. Salesforce Sales Cloud and SAP, are very similar solutions.
How was the initial setup?
The setup of Salesforce Sales Cloud is complex. You need specialists in that area to be able to have a good setup. Once it's set up properly, running it is seamless. That's the most beautiful thing about Salesforce Sales Cloud.
Salesforce Sales Cloud is a big system, it stretches across to approximately eight countries for the entire group. The full implementation took approximately six months. It was not done country by country. In my country of Nigeria, it took them close to two months to do the implementation. After it is complete there is a process of improvement. It was approximately two months before everything was finalized and in operation.
What about the implementation team?
We are consultants directly from Salesforce and we have some other consultants from different regions of the country. We have consultants that manage each of the countries' rollout. We did the implementation.
The deployment stretches across different countries and the maintenance is centralized. They have a centralized team at the head office. There are approximately 10 people covering the entire country. We call them the Effectiveness Managers. Each country has what we call the Effectiveness Manager that whose major role is to maintain and look at what is going on in the processes and address any gaps. When they identify something, they report to the central team in the head office.
Then you are talking close to approximately 20 people in the maintenance department. It's a big system for us as far as the capabilities are concerned. It's a big business the team cannot be compared to smaller or medium-size organizations.
What's my experience with pricing, setup cost, and licensing?
The price of the Salesforce Sales Cloud is expensive. We pay monthly for the solution but we are billed quarterly.
The price of the solution could be less expensive.
What other advice do I have?
My advice to others wanting to implement Salesforce Sales Cloud is you have to make sure that you are ready to absorb the price of the solution, it is very expensive. I normally recommend a lower version, such as an open-source CRM.
They have to judge the capability of the financial department of their organization before. The organization has to know their business information well, such as sales, turnovers, the visions, the strategy of the management, and what are they trying to achieve overall.
The business is what will enable me to know whether Salesforce Sales Cloud will be a good fit for them because if they don't have financial strength, the licenses are expensive and they might not be able to afford it.
I rate Salesforce Sales Cloud an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Salesforce Sales Cloud
November 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,053 professionals have used our research since 2012.
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.
Last updated: May 14, 2024
Flag as inappropriateSalesforce Consultant at Amdrodd Technologies
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
Business Development Manager at Fraser Valley Office Systems
Fast, accurate, easy to use, and accessible from anywhere
Pros and Cons
- "I can see activity per customer. I can find out quickly and easily who was the last person I talked to, when it was, and what we were talking about."
- "Sometimes, it is difficult to integrate it with my emails. I've had trouble integrating it with my emails. There were a couple of things I did try as well, but I wasn't able to do so. I've had difficulty in other areas too with integration. It was related to syncing my calendars. I want the tasks that I put in to automatically sync to my calendars and update my calendars, but I couldn't figure out how to do it."
What is our primary use case?
I'm using it to track opportunities and keep track of customer relations.
How has it helped my organization?
It's fast. It's accurate. I can access it anywhere. I can log calls live, keeping the information fresh in my mind. It has really helped expand our customer base.
What is most valuable?
I can see activity per customer. I can find out quickly and easily who was the last person I talked to, when it was, and what we were talking about.
I like its reporting.
What needs improvement?
Sometimes, it is difficult to integrate it with my emails. I've had trouble integrating it with my emails. There were a couple of things I did try as well, but I wasn't able to do so.
I've had difficulty in other areas too with integration. It was related to syncing my calendars. I want the tasks that I put in to automatically sync to my calendars and update my calendars, but I couldn't figure out how to do it.
For how long have I used the solution?
I have been using this solution for three years now.
What do I think about the stability of the solution?
I haven't had any issues so far.
What do I think about the scalability of the solution?
I'm only using a small portion of it. You can do a lot more than I'm using it for, but I haven't gone into that yet.
There are 10 people in our organization who are using this solution. It is currently not being used extensively in the organization. It could be used more. Right now, we're just scratching the surface.
How are customer service and support?
They were good, and they helped me through my issues.
Which solution did I use previously and why did I switch?
I used Sage CRM for a while, and it's not very much fun to use. I switched because every time I had to do something, I had to contact our company IT support. It was too cumbersome. They had to get involved every time I wanted to do something, and I needed to be able to do things quickly and without having to go through someone else.
How was the initial setup?
I had to set it up myself. There were some parts of it that took a little bit of learning, but I found the videos and other resources helpful.
What other advice do I have?
My advice to others would be that they should talk to a consultant and tell them everything they want to do beforehand. They should make sure that they have a plan in place to get it set up the way they want to right away.
I would rate it at least a nine because it is really easy to use, and it has helped me a lot.
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.
Sr. software integration engineer at a pharma/biotech company with 1,001-5,000 employees
Comprehensive CRM used to customize order management and tracking
Pros and Cons
- "This solution offers a good user experience. It is easy to learn and use, even for those who are using it for the first time."
- "Compared to other CRM solutions, Salesforce is expensive. It is more affordable for enterprise users than for small businesses."
What is our primary use case?
I use Salesforce Sales Cloud to customise order management and tracking. We also use it for revenue recognition, billing and analytics. Salesforce is our primary CRM.
What is most valuable?
This solution offers a good user experience. It is easy to learn and use, even for those who are using it for the first time.
For how long have I used the solution?
I have been using Salesforce Sales Cloud since 2008.
What do I think about the stability of the solution?
This is a stable solution. When any issues are anticipated from Salesforce, we are notified. We have experienced a 99.9% stability rate.
What do I think about the scalability of the solution?
This is definitely a scalable solution. They have different types of licensing based on your needs. You can increase and decrease the number of users and access it from anywhere. The users are in business functions including the case management team, revenue team, analytics team, development, and QE.
How are customer service and support?
The support for this solution is good. If you have an enterprise account, you get access to really good support.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
The company I work for used to use Microsoft Dynamics CRM and they switched to Salesforce because Salesforce was skyrocketing during that period of time.
How was the initial setup?
We generally deploy through packages constructed within Salesforce and we use our own local deployments. We have ANT scripts and we were trying to come up with some CI/CD implementations. Currently, our deployment on Salesforce is out of the box.
Our engineering team completed deployment. Every release cycle took one to three months. We take at least one day to deploy, because we have other integrations and components closely linked to Salesforce. Salesforce have their own release cycle. If they have any changes or new features they want to implement, they have push notifications to the customers on the features utilize.
What was our ROI?
The return on investment from this solution is from case management and the way billing information is captured. We have Tableau dashboards to pull up how many orders are created for a particular month. This information is supplied to the business to understand how we can streamline, improvise and improve marketing activities.
What's my experience with pricing, setup cost, and licensing?
Compared to other CRM solutions, Salesforce is expensive. It is more affordable for enterprise users than for small businesses.
What other advice do I have?
I would advise those considering Salesforce to first understand their business model and how a CRM would fit in. They should understand their use cases and how their business functions can be changed from a technological perspective.
The Salesforce Lightning feature is a new concept and we need to understand how it could help our business. We need to understand the usability and user experience for customization and to provide solutions for specific industries.
I would rate this solution an eight out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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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Updated: November 2024
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