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.
Account Executive at a tech services company with 51-200 employees
Straightforward setup, useful activity monitoring , and highly stable
Pros and Cons
- "The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful."
- "The scalability could improve by a small amount."
What is our primary use case?
How has it helped my organization?
Utilizing tasks is truly the most effective approach. Thus far, my priority has been diligently following up on tasks, ensuring timely callbacks after conversations with individuals, and meticulously documenting detailed notes about the progress of each account. These notes serve as a comprehensive file that captures all relevant information regarding ongoing interactions and developments.
What is most valuable?
The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful.
What needs improvement?
The scalability could improve.
Buyer's Guide
Salesforce Sales Cloud
January 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
882,594 professionals have used our research since 2012.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately one and a half months.
What do I think about the stability of the solution?
I rate the stability of Salesforce Sales Cloud a ten out of ten.
What do I think about the scalability of the solution?
I plan to use the solution more in the future.
I rate the scalability of Salesforce Sales Cloud a nine out of ten.
How was the initial setup?
The initial setup of Salesforce Sales Cloud was straightforward.
What was our ROI?
We have seen a return on investment.
What other advice do I have?
The scalability could improve by a small amount.
I rate Salesforce Sales Cloud a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Salesforce Sales Cloud
January 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
882,594 professionals have used our research since 2012.
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: My company does not have a business relationship with this vendor other than being a customer.
Sr Salesforce Developer at a tech services company with 501-1,000 employees
Empowered sales pipeline management with a comprehensive solution and helpful support
Pros and Cons
- "Their support team is good."
- "It's a very broad tool."
What is our primary use case?
I use Sales Cloud to manage my sales pipeline.
How has it helped my organization?
Salesforce is very good and offers a comprehensive sales process.
What is most valuable?
Salesforce has a vast sales process. It's a very broad tool, and it is difficult to pinpoint any specific feature.
What needs improvement?
There is no room for improvement in Sales Cloud. I would not want any new features included in the next release.
For how long have I used the solution?
I have been using Sales Cloud for almost ten years.
What do I think about the stability of the solution?
I have not had any issues with the stability while using it.
What do I think about the scalability of the solution?
The scalability of the product is good, actually.
How are customer service and support?
Their support team is good.
How would you rate customer service and support?
Positive
What's my experience with pricing, setup cost, and licensing?
I do not know anything about the pricing.
What other advice do I have?
Everyone has room for improvement.
I'd rate the solution nine out of ten.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Tech Architect at a tech vendor with 51-200 employees
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
Solution Professional at a tech vendor with 5,001-10,000 employees
A CRM solution that can be used for opportunity management, but its configuration should be improved
Pros and Cons
- "The most valuable features of Salesforce Sales Cloud are opportunity management and metric integration."
- "The solution's configuration could be improved because getting a purchase order and administrating the right fields can be a real headache for us, especially when the Sales Cloud system enters an error stage."
What is our primary use case?
Since Salesforce Sales Cloud is a CRM solution, we use it for keeping contact information, opportunity management, sales planning, and accounts planning. We also use the solution's AI functions.
What is most valuable?
The most valuable features of Salesforce Sales Cloud are opportunity management and metric integration.
What needs improvement?
The solution's configuration could be improved because getting a purchase order and administrating the right fields can be a real headache for us, especially when the Sales Cloud system enters an error stage. We get explanatory errors, and there's no indication of how to solve those errors. For me, that's just incomprehensible.
The solution's mobile experience and opportunity management should be easier for auto-selecting things.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for nine months.
What do I think about the stability of the solution?
As far as I know, the solution experiences downtime only during planned maintenance. I've never experienced an unplanned outage, which is pretty good.
I rate Salesforce Sales Cloud a nine out of ten for stability.
What other advice do I have?
The systematic integration in the opportunity section helps us streamline opportunity management. We used the solution in the first year for account planning and territory management, which was helpful.
I would recommend Salesforce Sales Cloud to other users. Users should be very careful about pulling everything, and they should keep it as simple as possible. If you're going to create something that will produce errors, then make sure that they explain how to fix it.
The solution's mobile experience for our sales team is not good. I rate the solution's mobile experience a two or three out of ten.
With Salesforce Sales Cloud, we have everything in one spot, and the solution's AI function really improves our experience.
Overall, I rate Salesforce Sales Cloud a seven out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
NetSuite Senior Consultant / Solution Architect at a consultancy with 51-200 employees
Easy to use dashboard; puts out valuable analysis reports
Pros and Cons
- "I would rate Salesforce Sales Cloud's scalability as very good. We have scaled from 30 to 150 within three years without a glitch."
- "I don't like the way parent-child relationships work in transactions between records in Salesforce Sales Cloud. NetSuite is a little bit more user-friendly in that sense. Salesforce Sales Cloud requires that you build everything from scratch. I don't like that. It leaves a lot of thinking and solutions to the consultants and the process is more prone to errors."
How has it helped my organization?
What is most valuable?
I find the Salesforce Sales Cloud dashboard and analysis reports valuable and easier to use than those of the solution's competitors.
What needs improvement?
I don't like the way parent-child relationships work in transactions between records in Salesforce Sales Cloud. NetSuite is a little bit more user-friendly in that sense. Salesforce Sales Cloud requires that you build everything from scratch. I don't like that. It leaves a lot of thinking and solutions to the consultants and the process is more prone to errors.
I think the mission control module is not great. There is room for improvements around that, in addition to the time sheets and project management.
For how long have I used the solution?
I have been using Salesforce Sales Cloud since 2018.
What do I think about the stability of the solution?
I think the solution's stability is good. On a scale of one to 10, with one being the worst and 10 being the best, I would give it a seven or eight. I've never had any issues personally in a company with more than 50 people.
At the moment, we have five people working on the solution in the solution's operations team.
What do I think about the scalability of the solution?
I would rate Salesforce Sales Cloud's scalability as very good. We have scaled from 30 to 150 within three years without a glitch.
Additionally, we plan to increase usage but that all will depend on how much access the company wants to give the consultants.
What about the implementation team?
I think the deployment was carried out by a Salesforce Sales Cloud consultant.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Senior Solution Engineer at a computer software company with 201-500 employees
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: My company does not have a business relationship with this vendor other than being a customer.
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