Salesforce Sales Cloud Reviews

I use Sales Cloud to manage my sales pipeline.

Salesforce is very good and offers a comprehensive sales process.

Salesforce has a vast sales process. It's a very broad tool, and it is difficult to pinpoint any specific feature.

There is no room for improvement in Sales Cloud. I would not want any new features included in the next release.

I have been using Sales Cloud for almost ten years.

I have not had any issues with the stability while using it.

The scalability of the product is good, actually.

Their support team is good.

Positive

I do not know anything about the pricing.

Everyone has room for improvement.

I'd rate the solution nine out of ten.

It's for managing the sales cycle.

When it comes to the lead management process, we track and evaluate the different stages and the challenges in each stage. It's so that the entire team has visibility of what's going on with each individual lead.

It has significantly impacted the sales cycle because we are able to get more precise updates, report back to our senior execs using the Salesforce stats, and make database judgments. So, it has shortened the sales cycle.

I like that I can customize the sales process to a particular team so that, based on whatever framework I use, I can significantly adapt sales. That's the security of the system.

It might be easier if there were better integration with other sales systems or clouds that are not powered by Salesforce. For example, when we work with partners, such as Amazon or any other major tech company, sometimes we collaborate to develop a sales lead. 

We use integrations between Salesforce instances so the partner can add opportunities to our account and vice versa.

The integration between systems used by different partners is very hard. So, that's something that can definitely be improved.

There are features I would like to see in future releases. It could give recommendations on what could be a possible next step and highlight important points; that's where AI would come in. If it sees patterns in sales and Sales Cloud could evaluate it and showcase to us how that sales cycle could be shortened – that would be a great feature.

I have been using it for five years now. 

The solution is fairly stable. I have not faced any issues. 

I would rate the stability a ten out of ten.

The solution adapts to our use cases. It's highly customizable, but you just need to know how to customize it.

I would rate the scalability an eight out of ten.

I would rate my experience with the initial setup a six out of ten, with one being easy and ten being difficult. 

It's just a matter of enablement. Sometimes, when it comes to inputting data, it has to be in certain formats, and it doesn't work properly. When you convert it to a report, it doesn't display the report correctly, so you need to know exactly how it needs to be tailored.

Our IT team deployed it.

I would recommend having a good Salesforce administrator. Other than that, it's pretty easy to use. 

Overall, I would rate the solution a seven out of ten. I would recommend using it. 

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.

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

The solution's design could be improved.

I have been using Salesforce Sales Cloud for two years.

I rate the solution ten out of ten for stability.

Salesforce Sales Cloud is a scalable solution.

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

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.

We leveraged Salesforce Sales Cloud to perform a range of activities, starting from initial prospect calls, follow-ups, and demo scheduling, to generating quotes, managing accounts, and tracking all the way through to final sales. This comprehensive solution also facilitated any necessary follow-up tasks associated with the sales process.

Utilizing tasks is truly the most effective approach. Thus far, my priority has been diligently following up on tasks, ensuring timely callbacks after conversations with individuals, and meticulously documenting detailed notes about the progress of each account. These notes serve as a comprehensive file that captures all relevant information regarding ongoing interactions and developments.

The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful.

The scalability could improve.

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

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

I plan to use the solution more in the future.

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

The initial setup of Salesforce Sales Cloud was straightforward.

We have seen a return on investment.

The scalability could improve by a small amount.

I rate Salesforce Sales Cloud a nine out of ten.

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.

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.

I have been using Salesforce Sales Cloud for approximately eight years.

The stability of Salesforce Sales Cloud is good.

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.

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.

I have used other solutions in this category, such as SAP. Salesforce Sales Cloud and SAP, are very similar solutions.

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.

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.

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.

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.

A client was running the sales and marketing operations in a spreadsheet, and they wanted to have everything in one place. So, they migrated to Salesforce, and we helped them out with:

• Creating the object structure
• Mapping their objects with native Salesforce objects
• Putting together the page layout for the team
• Adding the data from the sheet into the instance

In terms of deployment, it was on the Salesforce cloud. The users had to log into it through a browser.

It enabled them to centralize the location of all the information. For example, everyone could enter the lead information in the central location, and then the higher management had a high-level overview of all the leads that came in. They could see how long it was taking to process leads and close them from the time leads come in. It keeps track of the close date as well. 

You can set up automation for following up and sending emails to the rep when the leads first get assigned. You can also run automation where if there is no activity on a certain lead for 30 days or so, the lead owner gets the notification. 

The ability to work on it from anywhere is most valuable. All you need is a computer, a browser, and an internet connection to access your instance. It can be accessed from anywhere, which is pretty cool and user-friendly. 

Its licensing can be improved to accommodate small companies. They provide a certain number of licenses in a set or batch, and you have to buy the set. For example, if they have 20 licenses in a set, you have to get the whole set, even if you need just three licenses, which could be a barrier for small companies. There is no option to buy fewer licenses. So, small companies have to go for a smaller CRM, such as HubSpot.

It has been pretty stable. When they have any maintenance, they usually send a notification saying that the system is going to be unavailable from a certain time, which is usually over the weekends. Usually, no one uses the system at that time.

It seems to be pretty good. It provides the ability to use different types of automation. If you want to create complex solutions or automation, you can do that. You can also start with simple ones and then go into the more complicated ones.

Currently, we have around 10 to 15 users who use this solution. They are usually into business development. There is also a leadership team with around five or six people. There are two different divisions of the company. One is marketing, and one is sales, and then there is also a business development section. So, each team has a number of people associated with it.

It is being used extensively. If we onboard new people, it'll probably scale.

They're fairly responsive. They usually respond within half a day. They send the details or instructions about how to resolve an issue. If it's something that belongs to a future release, they redirect us to the post mentioning that.

Its deployment was fairly straightforward. It wasn't too complicated for this use case. The complicated part was figuring out and mapping the existing objects and data structure with the Salesforce data structure.

For deployment, we had a team of three people. This team included a project manager, a developer, and me. We didn't really need the developer. We had him in case we had any complicated deployment. It was a smaller implementation, and it took about two months.

Its maintenance depends on the scale. If it is a big deployment, you would need an admin. For our internal instance, currently, we don't have an admin, but in the next few months, we'll probably be looking for a dedicated internal admin because we want to implement a few data projects. We're trying to create a partner portal, and we are thinking of hiring a dedicated admin for that.

It is alright for now because we ended up getting a discount off the base price. So, for now, it is okay. We may have to renegotiate when we get more users, and I don't know if the price would stay the same or increase.

It has just a standard licensing fee. If you end up hiring a consultant for implementation, you will have to pay for the implementation. Other than that, there are no additional fees.

You should know what your use cases are. Try to figure out if you will be extensively using automation or not. If you're not, you can use the lower licensing versions that are pretty cheap. The basic model was about $25 a month per user, and you can probably have three users for that, but it doesn't give you extensive automation capabilities. You will have to do a cost comparison for your specific use case to see if the basic license fits the needs of your business.

I would rate it an eight out of 10.

My primary use case of Sales Cloud is for account management. It's usually used by the sales teams, to organize our accounts and actually target certain accounts, to push certain products over to them. We have it linked with our current ERP platform, SAP, to give us visibility on invoices and products, what we call pack sizes, where we can build reports that help the sales teams do their jobs more efficiently. We also use it to create call cases, which is our product complaints process. 

The number one benefit of Sales Cloud is the visibility of accounts. Before, when people were communicating by email, for example, things could get lost in translation. Whereas, now, we can centralize all communication to a specific account. We can then tie it in and create follow-up tasks—based on what we call the chatted posts—on the actual records themselves. Communication has definitely been a lot more centralized, and it gives everyone the visibility needed on their accounts, whether it's on their desktop or even their phone, on the mobile app. 

One of the most valuable features is the automation of Sales Cloud. It gives us the ability to easily—without the use of coding—create automation in order for us to do our work a lot more efficiently, whether it's notification reminders or certain automatic processes. There are a lot of things that Sales Cloud can do that, in my opinion, make everyone's jobs a whole lot easier and give them the visibility they need when they require it, when talking to customers and prospecting. It makes the account management process easier as well. 

Sales Cloud could be improved with more training. In general, the training is very good, but you have to really seek out some good options in order to upskill yourself. Another thing, which could also be a benefit, is that Sales is very customizable. If you move from one organization to another, you can see your Salesforce as before, but their Sales Cloud may look completely different from what you're used to. It's not like Microsoft Excel or Trello, where the layout and all the functions are the same. Because it's so customizable, I feel like there is a bit of a learning curve when you inherit another Sales Cloud instance. To be honest, I think that's the beauty of Salesforce because you can customize it so much to fit your needs as a company. It follows your processes and use cases in order for you to get the most out of the system itself. 

The other thing I believe Salesforce could improve on is the file storage system. Salesforce is very good for its account management processes and automation, but when it comes to file storage, it could use a bit of work to rival that of something like Microsoft OneDrive or SharePoint. With that being said, there is a lot of integration with a tool called Files Connect, which allows you to connect to SharePoint or OneDrive, so it's not an issue moving forward, but it's something that they could improve. 

An additional feature we would like to see is better integration. A lot of software is already very well-integrated with Salesforce, directly as well, but I think that because we use SAP, we would like to see more of a direct link. We have one via a third-party solution, but I think that integration should eventually be a lot easier without the use of a third-party. For now, it's still very manageable, though. 

I have been using Sales Cloud for eight years now. 

The performance is very good. Every now and again, there may be something up with the system, but Salesforce is very transparent when it comes to these issues. 

Sales Cloud requires maintenance three times a year, so you need to be ready for when the product launchers come. 

This solution is definitely very scalable. We work in a multinational company—in Australia, we have approximately 70 people using Sales Cloud, but we use Salesforce in the other countries as well. In total, I'd guess there are around 2,000 people who use it. Our sales team uses it maybe 30% of the time because a lot of our main selling processes are still external. Given that our organization has a mature customer base, this is the way things have been done for a long time. We're translating processes bit by bit—maybe three projects a year—translating big things in order for us to do it within the Salesforce Sales Cloud CRM. We would like to get engagement up to 50-60% in the coming years, and we'll definitely see that engagement with initial projects that we're rolling out for the coming years and beyond. 

Salesforce replicated very well within multiple organizations. We've got one organization for several countries across the world, even though we've only got 70 people in Australia, and I think it will be very easy for us to use as we move forward. There are times when we need a bit more training, but I think that the onus is on them. Salesforce provides their own training and upskilling lessons called Trailhead, so they're very helpful. 

I contacted Salesforce in my previous role and I had a really good experience. Whenever you create a case, they get back to you quite quickly a lot of the time. I previously communicated with the account executive of Salesforce and they were very helpful with their processes. If they can't help us directly, they're more than happy to lead us in the right direction. So far, it's been a great experience. 

I don't have previous experience with similar products—I've only really worked with Salesforce. 

Just last year, I deployed this solution with my current company. It was a bit challenging to translate our current business processes into Salesforce. We have about 80% of the functionality that we used to—for example, copying and pasting from an email into a Word document or Excel is a lot easier than copying and pasting it into Salesforce. There's not that like-for-like translation. 

There were three people involved in the deployment process and it took about 18 months.

We implemented Salesforce through an in-house team. 

They're the best in the business, so I think their business model is definitely based on that. The cost is worthwhile, to me, and I think it's fair because of the customization capabilities. However, small organizations that are just starting out might struggle to pay for something additional like this, so they might have only one or two. You pay per license with this sort of solution, as well as any additional benefits. They have what they call managed packages, some of which are free, but some you have to pay for. My understanding is that Salesforce is a little bit expensive, but in terms of the efficiencies, automation, and visibility, I think it's definitely value for money. 

The advice I would give to someone looking into implementing Salesforce is to know the business inside and out—that would be what they call a functional consultant—because a lot of processes can be translated easily enough without the use of coding. For us, it took about 18 months of scoping in order to get the best process moving forward. The implementation can be as easy or as difficult as you want it to be. If you translate all your processes together, then I think it will be more difficult, but you essentially have to give a bit in order to take.

I recommend engaging with an experienced Salesforce consultant or partner in order to get the most out of the system because if you're doing it yourself, it might get a bit overwhelming, especially if you don't have any CRM experience. Just know that almost anything is possible with Salesforce. A lot of the companies I used to work for were built on Salesforce and all opportunities—revenue-driven processes—were driven through Salesforce. It's easily done, especially within the e-commerce and tech software industries. Sales Cloud is very applicable, but make sure to engage a partner who is experienced in rolling out Salesforce. There are partners who specialize in the education sector, F&B, etc., so you have options. 

I rate Salesforce a nine out of ten. 

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

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

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

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

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

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

It is a very scalable solution.

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

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

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

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

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

I rate the tool a ten out of ten.