Salesforce Sales Cloud Reviews

I find the Salesforce Sales Cloud dashboard and analysis reports valuable and easier to use than those of the solution's competitors. 

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.

I have been using Salesforce Sales Cloud since 2018. 

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. 

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. 

I think the deployment was carried out by a Salesforce Sales Cloud consultant. 

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

The user interface is pretty simple.

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.

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

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

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.

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.

I'm using it for the selection of sale pipelines, project opportunities, and sales analysis.

I'm using its latest version.

It is easy to customize, and it is also easy to view the summary of a project opportunity. 

There is a ton of information on the dashboard. Reports are also there for us. We can analyze information across the team and across a period, such as quarterly or annually.

There are multiple views to display information. You can display information as a table, and you can also split the views.

It is a bit pricey.

I have been using this solution for about a year.

It is stable.

I have not tried to scale it. We have five to seven people in my team who are using this solution.

I'm working in a global company, and in my business unit, for the local region, we have five to seven people using this. We also have a group of people abroad who view this information.

I have not interacted with their technical support.

I used another one about three years ago, but I prefer Salesforce.

It might be a bit complex the first time, but it is not very hard to understand.

It was done inside the organization. We have a team for this.

Its license is expensive. It is probably a lot more than smaller solutions. It is around £500 a month, but I don't know how many licenses we have.

So far, everything has been good. I would advise others to go for it if they can afford it. It is very good.

I would rate it a nine out of 10 because nothing is perfect.

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.

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.

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.

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.

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.

The technical support is fine.

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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

The dashboards and dashboard customization are great.

The solution is stable and reliable.

You can scale the solution easily.

The setup is pretty fast.

Technical support is helpful and knowledgeable. 

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

This product is lightweight.

The user interface could be more intuitive. I had some challenges with how to convert from a lead to an opportunity. It may have been due to our configuration, rather than the software, but I did not find it was intuitive.

Assigning team members to a deal is something that I found challenging.

It offers some level of integration with LinkedIn, although closer integration with LinkedIn would be good. On top of that, having tighter integration with other tools, like Franklin Covey or Miller Heiman would be good.

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

This solution is super stable.

I've used a couple of other CRM solutions.

At a recent company, I used Siebel for a couple of years and it was very clunky. Anytime I wanted to use it, it would consume a lot of resources on my computer and it took a long time to load up. I haven't experienced that at all with Salesforce Sales Cloud.

Any of the limitations that I've felt when using this product could be due to our configuration, and not necessarily due to the software itself.

This is a product that I would recommend. The only thing that I would suggest is that if somebody is going to implement it, then what they need to do is collect more feedback and more input from different levels of sales leaders beforehand.

I would rate this solution a nine out of ten.

My current use for the solution is in implementing it for a company that sells services. The aim is to use the Sales Cloud to track all the existing accounts of my customer.

I'm a consultant, so I don't implement Salesforce for myself, but for my customers. I need Salesforce to be valuable for my customers. Because if not, the project will not be a success. In every project, it's very important to define the KPIs. But if you define well the KPIs with your customers, Sales Cloud will improve the organization. 

For one customer, Sales Cloud helped him to save two FTE. I don't know the English word for that, but it's like two times of 2% a year. So you save two-incomes per year using Salesforce because your employees are going faster.

The most valuable feature of Salesforce is that it's a system where you can use declarative development. Just using point and click, you can configure it in very nice ways. For small customers, you can use it for 80% of their business. Then we will have to use the custom development using a code, JavaScript, HTML only for really complex business processes of your customer. It's a nice feature because developers and development are expensive, and long to payment. So it's good that you can do a lot with point and click.

One area that needs improvement is that it can be difficult to understand for customers of Salesforce. If you are subscribing to Sales Cloud, we will have an out-of-the-box solution that is good and easy to use. But if you are not keen on system language and things that, you will need a consultant. You will need me to implement it to answer your needs. Because it can be difficult to understand, customers have to pay for the system, and then they have to pay a consultant to implement it. So that is expensive. But in the end, you will win money if the project is well defined, and the design has been done in a good way. Then the system is designed for the customer.

An advantage of Salesforce is that they upgrade their system every time they have a new release. We have a community where we can ask for additional features, and then Salesforce implements the new features in the new release.

I'm currently working on a Sales Cloud project. I'm working on a CPQ project, but while you work with CPQ, you have to work with Sales Cloud at the same time because both products are linked.

The solution is reliable. Salesforce use is like renting an office in a building. You share the water and things with all the users of the building. So you have to be aware that you can use too much, or you can use the water of your neighbors. It's the same way for Salesforce. So as long as you spend time to find the solution the best way, the only concern you will have is the data you're using and the storage of files. But you can have best practices for your people in the company, and buy extra data from Salesforce if you are using too much. So it can be a concern, but you will always have a solution.

The solution can require some maintenance as there can be bugs, and the customer doesn't always understand why. Sometimes, the customer is allocating one of their employees to be the admin of the solution, so they do not require a consultant.

The solution is really easy to scale. One of my projects was to deploy Salesforce for a multinational company, we started with one country, and then deploy it to all the countries of the company. 

The risk there is about the right & access and to cover all countries requirements.
But Salesforce gives a lot of tools to answer to customer needs.

The customer service for the solution is good. You can log cases, but the one thing you have with Salesforce, you will not have the same maintenance quality. If you pay a lot, you will have the best support. If you pay less, your support will be maybe not that efficient as another customer. But overall, it's nice.

Salesforce will give you an answer. The time for the answer will depend on how much you paid to Salesforce.

To build and deploy the initial setup takes about one month for big needs, half a month for medium needs. 

First is the design parts where you have all your customer needs, we build it in what we call a sandbox. In this sandbox, you have all the custom fields and the custom features that you build for your customer. You deploy this in a user acceptance testing environment. Then your customer, the company, will subscribe to Salesforce, will test those features. Once it is tested you will have to deploy it to the production environment, where the customer has all his data. It takes some time, and you have to wipe down everything you've built, to not miss anything. Because if you do, the deployment can be long and difficult. But there are tools that can help you to easily deploy the Sales Cloud solution.

It's very rare that your customer is only subscribing to Sales Cloud. Sometimes he has Sales Cloud and Service Cloud and things like that. And all your clouds are linked. But it's easy. You don't have to independently deploy the Service Cloud and the Sales Cloud. You can deploy it together.

The implementation team depends if you have declarative development or custom development using Apex and things like that. As Salesforce is using the cloud, you are using shared resource. Salesforce asks you to test your development, to not use too much data. If you have custom development, you will need to test it, and you will need a developer to deploy this. If it is only custom fields and declarative, depending on the size of the project, you only need one person. But then you need someone to follow the test, that the customer tested the solution, is it accepted by the customer. That is the longest part.

The solution is expensive, but you don't have to install it. You can access it from any computer, and it's the only solution on the market allowing that many features. So it's expensive, but you know why that is. It's not surprising.

Salesforce is good for all sizes of customers because you can adapt Salesforce for all customer needs. My suggestion to anyone considering Salesforce would be to spend a lot of time in the designing phase. For me, that's the most important.

I would rate the solution an eight out of ten.