We are using Salesforce Sales Cloud to create opportunities and tickets. We are updating the information and running reports.
Strategic Deals Consultant - Service Provider at Cisco
Simple dashboard creation, useful reports, and helpful support
Pros and Cons
- "Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications."
- "When integrating Salesforce Sales Cloud with other applications it can be difficult to maintain security."
What is our primary use case?
What is most valuable?
Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications.
What needs improvement?
When integrating Salesforce Sales Cloud with other applications it can be difficult to maintain security.
The next release of Salesforce Sales Cloud should add better integration with communication systems, such as Webex.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately three years.
Buyer's Guide
Salesforce Sales Cloud
February 2026
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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.
We have approximately 1,000 users using this solution. We have plans to increase usage in the future.
How are customer service and support?
The support from Salesforce Sales Cloud is very helpful.
Which solution did I use previously and why did I switch?
In my previous company, I used an in-house built CRM system.
What about the implementation team?
We use ten technicians that support Salesforce Sales Cloud.
What other advice do I have?
I would highly recommend this solution to others.
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.
Strategic Sales Manager at Onnivation
Creates customized reports and gives everybody easy access to information on the dashboard
Pros and Cons
- "The type of customization that comes with Salesforce CRM gives me a lot of liberty and ease of access to add any information that I wish to add. For example, the name, email ID, designation, the name of the decision maker, when the client joined the company, and the amount of influence he will have on the product."
- "Salesforce Sales Cloud does not integrate with Slack or WhatsApp, for example. As a result, there is no easy way to directly log a conversation with a client that occurred on one of these platforms. There are a few things that still need to be done manually in these instances."
What is our primary use case?
It's a centralized dashboard for all our in-house information.
We used to have all of the data in Excel sheets, but with the CRM, we can have all of the information in one place. You have access to all your deals, and all the information is visible to everyone in the company. You don't have to ask each employee to share individual sheets with you. Instead, what Salesforce does is that it gives everybody access to all the information on the dashboard.
What is most valuable?
Opportunity is a feature that I use very frequently. You create an opportunity when you schedule a call with a client. Within the opportunity, I can log all of the relevant data.
The type of customization that comes with Salesforce CRM gives me a lot of liberty and ease of access to add any information that I wish to add. For example, the name, email ID, designation, the name of the decision maker, when the client joined the company, and the amount of influence he will have on the product.
I also like the type of reports that I can create. Salesforce gives you the option of creating customized reports, which helps me to have a clear view of my opportunities. You don't have to necessarily go and check each and every opportunity, and there are in-built reporting capabilities as well.
I'm a massive fan of the custom integration Salesforce offers.
What needs improvement?
Salesforce Sales Cloud does not integrate with Slack or WhatsApp, for example. As a result, there is no easy way to directly log a conversation with a client that occurred on one of these platforms. There are a few things that still need to be done manually in these instances.
As for additional features, I would like to be able to link my personal phone to Salesforce so that I can log the records from my personal phone as well. With the current setup, they have to set up your ISP. To ensure that your data is logged into the CRM, you have to have the physical phone integrated with Salesforce Sales Cloud. If used with caution, I think this feature is going to help out. In India, the business model is such that nobody replies to an email. So, you have to use your personal phone or WhatsApp.
For how long have I used the solution?
I've been using Salesforce Sales Cloud for more than three years.
What do I think about the stability of the solution?
As a user, I'm happy with the stability.
What do I think about the scalability of the solution?
We have 20 people who use this solution, and we hope to expand. However, at my previous company, the Salesforce integration took six months. Therefore, in terms of scalability if you have to add different departments or new employees, the integration may take a while.
The only challenge that I see is in terms of having to run the cycle, create the account, and contact different teams for different purposes. What could be done better is to have a single point of contact for all your queries, but that is a massive request because there are sales teams, support teams, tech teams, dev teams, etc. However, if you can have a sales engineer who can help with all our questions, then it would be great.
How are customer service and support?
The FAQs are helpful, and the technical support team is very efficient and capable of handling all your questions instantaneously.
Also, the help that I got during the initial stage is where Salesforce stands out completely. They are not about email, chat, or phone. They are present throughout your entire journey.
I'm a massive fan of the Salesforce technical support team and would give them a ten out of ten.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We went with Salesforce because most of the employees who joined our company had used Salesforce before and because Salesforce comes with a lot of options.
How was the initial setup?
The initial setup is very straightforward.
The deployment took six months from start to finish.
What was our ROI?
Salesforce saves time, and I have seen a fair amount of growth in terms of efficiency and accountability.
What's my experience with pricing, setup cost, and licensing?
We have a yearly license, and there are no hidden costs. Considering the Indian market, the pricing is reasonable. I don't consider it to be on the high side.
What other advice do I have?
Have a training module in place because Salesforce is a little bit technical and you need to understand all of the features.
The Salesforce Sales Cloud platform stands out from other products, and I would give them an eight on a scale from one to ten.
Which deployment model are you using for this solution?
On-premises
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Salesforce Sales Cloud
February 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: February 2026.
884,108 professionals have used our research since 2012.
Senior Sales for CloudHealth Japan (First Sales) at VMware
High performance, effective marketing lead management, but interface could improve
Pros and Cons
- "The most valuable feature of Salesforce Sales Cloud is for teams the ability to do marketing on our page and to manage their marketing leads. You are able to close a deal and do the renewal. For the life cycle management for customer management, we use Salesforce Sales Cloud. The performance of the solution is good."
- "The user interface could be better in Salesforce Sales Cloud because it feels a little heavy."
What is our primary use case?
We use Salesforce Sales Cloud for customer engagement, CB2, marketing, and forecasting tools.
What is most valuable?
The most valuable feature of Salesforce Sales Cloud is for teams the ability to do marketing on our page and to manage their marketing leads. You are able to close a deal and do the renewal. For the life cycle management for customer management, we use Salesforce Sales Cloud. The performance of the solution is good.
What needs improvement?
The user interface could be better in Salesforce Sales Cloud because it feels a little heavy.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately 10 years.
What do I think about the stability of the solution?
Salesforce Sales Cloud is stable.
What do I think about the scalability of the solution?
The solution is scalable.
We have approximately 50,000 users using this solution.
How are customer service and support?
The support is good from Salesforce Sales Cloud.
How was the initial setup?
The installation took approximately three months to complete.
What about the implementation team?
We have approximately 300 people that do the maintenance and support the solution.
What other advice do I have?
I would recommend this solution.
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.
Delivery Manager at kbtg
Good reporting for tracking as well as costing leads, and it scales well, but it is expensive
Pros and Cons
- "Salesforce Sales Cloud is a stable solution."
- "I would like to see a more affordable licensing model."
What is our primary use case?
Salesforce Sales Cloud is used for selling, tracking leads, verifying customer information, scheduling appointments, visiting customers, and costing leads.
Open the case to the back end for something that cannot be done in the front end. Perhaps we have a case open to the back end.
What is most valuable?
For a user, it's okay.
What needs improvement?
The cost could be lower. I would like to see a more affordable licensing model.
For how long have I used the solution?
I have been working with Salesforce Sales Cloud for four or five years.
We are using the latest version.
What do I think about the stability of the solution?
Salesforce Sales Cloud is a stable solution.
What do I think about the scalability of the solution?
Salesforce Sales Cloud is scalable but requires additional licenses. At times we cannot scale for some users because of the license, and the cost.
We have more than 100 users in our organization.
How are customer service and support?
I have not contacted technical support.
Which solution did I use previously and why did I switch?
We use RPA products in our organization such as Kryon.
I believe, is from the user's perspective, in our bank, the user will be the, and not the developer; we empower the user in the operation to try to record robotics by themselves, not the IT team, or the developer. As a result, the user can show the client because it is simple to use for any user.
How was the initial setup?
I was not involved in the initial setup.
What about the implementation team?
The vendor handles the maintenance of the solution.
What's my experience with pricing, setup cost, and licensing?
We pay a yearly subscription fee.
What other advice do I have?
I'm not sure about Salesforce, but the user side is similar to an app with this solution. That is acceptable from an IT standpoint. Actually, I'm not involved in this project very much, so I'm not sure what the issues are. I'm only in charge of RPA, not CRM, so I'm not sure.
I would rate Salesforce Sales Cloud a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
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.
Prysmian Group at a manufacturing company with 10,001+ employees
Good reporting, easy to customize, and provides multiple ways to view the information
Pros and Cons
- "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."
- "It is a bit pricey."
What is our primary use case?
I'm using it for the selection of sale pipelines, project opportunities, and sales analysis.
I'm using its latest version.
What is most valuable?
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.
What needs improvement?
It is a bit pricey.
For how long have I used the solution?
I have been using this solution for about a year.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
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.
How are customer service and support?
I have not interacted with their technical support.
Which solution did I use previously and why did I switch?
I used another one about three years ago, but I prefer Salesforce.
How was the initial setup?
It might be a bit complex the first time, but it is not very hard to understand.
What about the implementation team?
It was done inside the organization. We have a team for this.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I 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.
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.
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
Salesforce Developer at a tech services company with 201-500 employees
Plenty of functionality, user-friendly, and highly customizable
Pros and Cons
- "We can also customize Salesforce Sales Cloud to our customer's company requirements. As for your demand, you can customize it. There are so many configurations we can do with the application. There is a lot of functionality that you can implement. It's an easy-to-use, user-friendly, and secure platform."
- "The solution is secure. However, they could always improve on security."
What is our primary use case?
Salesforce Sales Cloud is a CRM-based platform, it is used for customer relationship management.
In Salesforce we store the customers' data and we are managing those customers' data. You can connect with your customer easily and you can securely store your customer data in the best environment. Salesforce Sales Cloud is one of the best companies that is providing CRM applications.
What is most valuable?
We can also customize Salesforce Sales Cloud to our customer's company requirements. As for your demand, you can customize it. There are so many configurations we can do with the application. There is a lot of functionality that you can implement. It's an easy-to-use, user-friendly, and secure platform.
The solution updates frequently, approximately every three months. It stays updated.
What needs improvement?
The solution is secure. However, they could always improve on security.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately four years.
What do I think about the scalability of the solution?
The solution is scalable.
We have approximately 150 users using this solution in my organization.
How are customer service and support?
I have used the support from Salesforce and I am satisfied.
I am a Salesforce certified administrator and Salesforce Certified Developer.
How was the initial setup?
There are two implementations. You can either install it on your mobile on iOS, or Android platforms and on the desktop in the web-based platform. In the web platform, you can easily log into your organization and you can see your customers' data. Additionally, this can be done on mobile platforms. You can receive all those notifications.
It takes time to set up the organization as per your requirement. However, using the application does not take a lot of time. It is easy to use.
What about the implementation team?
I do the implementation of the solution.
We have 50 users who work on the deployment process of this solution.
What's my experience with pricing, setup cost, and licensing?
There is a license required to use this solution and the price is expensive. It could be reduced.
What other advice do I have?
I would highly recommend this solution to others.
I rate Salesforce Sales Cloud a nine 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.
Salesforce 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
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