I am a consultant and deliver the build for Salesforce to our customers. The company has a partnership with Salesforce and I'm the director.
Director at ABN PRO LTD
Excellent for knowing who your customers are and their buying habits; great reporting feature
Pros and Cons
- "You can capture all the contacts that relate to an account or business, including personal details."
- "The built-in functionality is a little dated."
What is our primary use case?
How has it helped my organization?
There are many benefits to Salesforce. It allows companies to know who their customers are, how much they spend, then relate that to earlier purchases so that a company can focus their efforts where necessary. You can also determine how sales staff are working against their targets and whether they need assistance.
What is most valuable?
I think Salesforce as a whole is all about understanding your customers and the pipeline with customers. Through an account, you can capture all the contacts that relate to that account or business, including personal details. It's highly configurable so you can completely adjust it to whatever business requirements you have. Once you've understood who your customers are, you can decide what you might want to sell them. It can all be captured and put into reporting. As a result, you can forecast against the reporting and figure out where you want to go on quotas for your sales team. You can also see how long it might take for a sale to go through and whether any sales opportunities get stuck.
You can track any issues with Sales Cloud functionality once a customer purchases by capturing your phone calls and storing them in Salesforce, along with any emails. Everything can be stored and tracked. The company brings out new features three times a year. I haven't used all the features because there are so many of them and the solution is now very large. They've changed their custom UI and it's now more configurable so that you can change it to suit your needs. I might only want to see certain fields at certain times throughout my journey and it can do that. There's a ton of functionality that I haven't even started to really explore.
What needs improvement?
Salesforce has a built-in functionality called changesets to move functionality from the sandbox and into production. That's a little dated now, and it's not very good for version control or backups. There are third party apps that can provide a slicker service to manage version control and deployments between environments.
Buyer's Guide
Salesforce Sales Cloud
November 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,053 professionals have used our research since 2012.
For how long have I used the solution?
I've been using Salesforce since 2007.
What do I think about the stability of the solution?
The solution is highly stable and they have serious backups. If there are any glitches you can go to their site, trust.salesforce.com, and check on any problems. In terms of maintenance, once you've implemented it, it's important to get a team onboard internally to maintain things; users come and go so you're constantly canceling or adding users. Some will need help with reporting and once they understand the benefits and power, they'll want more teams to use it which will require more functionality. Our customers are always wanting to increase use. Salesforce is in major demand and most clients have continuous new project ideas and as a result, an expanded functionality.
What do I think about the scalability of the solution?
The solution is easy to scale and our customers range from small to enterprise size organizations.
How are customer service and support?
We sometimes need to contact support and for most customers, it's beneficial for them to have premise support because you do get a quicker response for resolution. You do have to ring them sometimes in order to get features enabled but once you're part of a consulting firm, you rarely need to contact them because you can generally resolve the problems with internal expertise.
How was the initial setup?
There's no simple answer regarding complexity of deployment. It actually depends on the size of your implementation. If you're on a huge project, deployment can take months, if not years. These days, Salesforce has better version control using external tools which speeds up the setup because you keep a version in control and you move it through the different processes in order to push it through. You can deploy something within an hour of building and testing, and capture all the requirements. It's highly configurable.
The minimum time for deployment is generally a couple of months but it is absolutely dependent on how much you want to tweak it and make it your own. It can be a very quick turnaround.
What's my experience with pricing, setup cost, and licensing?
Every finance director I've spoken to will say that Salesforce is expensive and that's mainly because it is a per-user license. The more you use it, the more it will cost. There are licensing costs and implementation costs in configuring the system to your needs. It's expensive but also one of the largest business systems you'll have in your company because it'll integrate absolutely anything you need it to. It should be viewed as an investment.
What other advice do I have?
The solution needs to be considered as a long-term investment, and I suggest engaging a partner to implement it. Salesforce will tell you it's possible to implement in-house, particularly for smaller organizations, but I would recommend a certified expert with experience and knowledge.
I rate this solution 10 out of 10.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Useful modules and reliable
Pros and Cons
- "The most valuable features of Salesforce Sales Cloud are code hub management and sale opportunity management."
- "Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information."
What is our primary use case?
Salesforce Sales Cloud is used for many things, such as opportunity, pipeline, and code hub management.
What is most valuable?
The most valuable features of Salesforce Sales Cloud are code hub management and sale opportunity management.
What needs improvement?
Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for two years.
What do I think about the stability of the solution?
Salesforce Sales Cloud is a stable solution.
How are customer service and support?
I have not contacted support. Our company has its own support.
How was the initial setup?
My company installed the solution Salesforce Sales Cloud. I was not involved.
What other advice do I have?
I rate Salesforce Sales Cloud an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Salesforce Sales Cloud
November 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,053 professionals have used our research since 2012.
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: I am a real user, and this review is based on my own experience and opinions.
Salesforce CRM Lead at a non-tech company with 1,001-5,000 employees
Features like automation and visibility help us work more efficiently
Pros and Cons
- "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."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I have been using Sales Cloud for eight years now.
What do I think about the stability of the solution?
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.
What do I think about the scalability of the solution?
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.
How are customer service and support?
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.
Which solution did I use previously and why did I switch?
I don't have previous experience with similar products—I've only really worked with Salesforce.
How was the initial setup?
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.
What about the implementation team?
We implemented Salesforce through an in-house team.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
NetSuite Senior Consultant / Solution Architect at Plative
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: I am a real user, and this review is based on my own experience and opinions.
Analyst at a tech services company
Allows our team to track important information such as the conversion of leads and opportunities
Pros and Cons
- "Different leads and fields can be utilized inside of Salesforce, using the Sales Path to follow those specific leads, and what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface."
- "Applications that can help with migrating data over from the sandbox to production would make it easier because sometimes change sets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production."
What is our primary use case?
I use Sales Cloud quite often through an apprenticeship I am doing at a non-profit organization. I do utilize Sales Cloud often, and practice using Trailhead. I also use Sales Cloud with the Nonprofit Success Pack, or anything pertaining to that. We also make use of the Education Data Architecture. I have used Sales Cloud in the past as an administrator.
How has it helped my organization?
Sales Cloud really helps to point out different numbers for our company in terms of what converts or what doesn't. Different leads and fields can be utilized inside of Salesforce, using Sales Path to follow those specific leads, and it demonstrates what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface. I think that's fundamental, especially for users or individuals that don't know how to use Salesforce. It's easier to track. The page layouts are pretty good for users as well, to track those numbers.
What is most valuable?
I would say Sales Path is something that I do like to use to track leads and opportunities. It's a pretty cool feature to use inside of Sales Cloud. Different fields inside of Sales Cloud have pretty cool features in Salesforce too.
What needs improvement?
There are different applications that can definitely help leverage Salesforce when it comes to data management. Importing and exporting different applications can be used to help that process.
In addition, applications that can help with migrating data over from the sandbox to production would make it easier because sometimes changesets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production.
Sometimes uploading and making changes to processes can be a little slow.
The implementation of automated processes could be a little bit better understood.
What do I think about the scalability of the solution?
It is a scalable solution.
Which solution did I use previously and why did I switch?
We previously used a Microsoft platform.
How was the initial setup?
It wasn't easy. The difficulty was in tracking the changes that were made inside of the Sandbox, and then trying to put all the changes into a changeset into production. There were certain fields that you needed to have inside the changeset that wasn't there, so it made it a hassle to deploy.
It took a couple of days to deploy.
What about the implementation team?
It was implemented in-house. There were about three people that were involved with deployment.
What was our ROI?
We track changes inside of the platform and they are major programs that help the non-profit to run and complete their mission and vision.
What's my experience with pricing, setup cost, and licensing?
Salesforce Sales Cloud is reasonably priced.
What other advice do I have?
I would recommend getting assistance from people that know what they're doing in Salesforce. They should get a good idea of what the client wants and take it from there.
I would rate it an eight out of ten. The implementation of automated processes could be a little bit and better understood.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Team Lead at a tech services company with 51-200 employees
Has good flexibility but is slow to handle feature requests
Pros and Cons
- "On the high level, it's all about managing the clients, managing the opportunities around those clients, managing the tasks, calls, activities, all those things."
- "One area where the solution could improve is with handling feature requests."
What is our primary use case?
Our main use cases for the solution are B2B directions, some presale activities, and some of our service manager activities, which are mainly requests for supplies, certain products.
We do re-house implementation, sales calls for our B2B segment, so it's business to business. We are actually covering all of our sales interactions with our clients within Sales Cloud, just trying to keep the information in one place and all of the activities, according to the sales cycle, within the Sales Cloud, within the certain records inside Salesforce.
How has it helped my organization?
The main way the solution has improved the organization is by giving a good understanding of how the salespeople should be tracked, how to restructure their work. Normally salespeople can be disorganized, so we have people who do something which is very difficult to track. However, some people won't do anything until the deadline is tomorrow. So all of the directions, all of the processes should be tracked and sales will give you the understanding. If a salesperson is working to discover a relationship with a client and is trying to sell something, it can be very easy, very intuitive, with very few fields.
Then you can see if something is moving on or still at the same place for months or even years. You can easily identify it by creating the opportunity and seeing whether you made progress or not. As long as you understand how it should be tracked, the only thing is left to go to sales and say that you expect anything you do to be reflecting this in a certain record, and either I see the progress there, or I can see there's no progress at all. You can say that you're doing something, but if I do not see it within the system, it does not exist.
What is most valuable?
One of the most valuable features is with management within Salesforce. This is one of the important parts of the process we have right now in place.
First of all, the point of view that Salesforce gives you on certain object models normally satisfies the biggest parts of the business. In a lot of business scenarios, because the sales process is more or less at a high level the same, in different areas, it's been changing. On the high level, it's all about managing the clients, managing the opportunities around those clients, managing the tasks, calls, activities, all those things are already pretty fine on Salesforce.
Flexibility is the second point I would like to mention. The flexibility is pretty high and we can set up different scenarios. We can use different pools, both with developer experience and with development experience, making things automated within Salesforce. So it gives you an opportunity for not just a flexible set up, the processes you would like to set, but also to automate the things and make the automation for different scenarios, like providing emails, assigning leads, assigning the right clients to the right people. And also automate that during the sales cycle, if we're talking about providing the resources and providing the information resources.
And I would say the interface isn't perfect, but it's much better than the other CRM systems can provide. So it's not 100% modern if they're talking about making it 21, but compared with the competitors, you can see that Salesforce is way better in terms of user experience. Working the system, it's much more intuitive, it's more user-oriented, user friendly than the other systems I had in my previous experience.
What needs improvement?
One area where the solution could improve is with handling feature requests. Salesforce has its own community all over the world and people submit ideas saying, okay, that's what's needed. The number of requests is pretty high, and all of these requests are stored for years, but people need these. These features that I requested really sound obvious, but they're still for five, four, six years remaining just the same. When you search for a feature and find that someone created a request years ago, and 6,000 or more are saying, "yes, of course, we need this," it's an obvious feature. It's not that difficult to implement but the waiting line can be up to 10 years long.
One of the features I'd like to see in a future release is a way to see the updates of all the records that I follow. Not an email notification, but a single page to see the information for all the records I'm following. There is a solution that can partially satisfy this need in Salesforce Classic, but it's also classic and old-fashioned, and we would not like to promote the initial sales software within our firm. We are trying to keep Salesforce Lightning as the main tool. Rather than asking the commercial director to switch to Salesforce Classic, just to see a part of the information, but if you need both, we'll be able to give it.
The other area that is definitely a waking point for me is the integration with Slack. Slack is pretty popular and we're trying to launch it as well. The basic integration that is out-of-the-box is pretty small. Having both of these products in the product portfolio in the same company, we actually really expect to have it highly integrated for different scenarios, like task assignments, following notification, so even the same balance can be done within Slack and assigned to a certain account record in Salesforce. There is a huge field for improvement; right now these two products are pretty separated, despite the service.
And the third thing I would say is a Salesforce strategy. A lot of countries, all over the world are trying to protect personal data. And the limitations are increasing here and in new territories, like China, Russia, India, Arabic countries, GDPR regulation, European Union, all of these things that you require the new response from the platforms that are actually dealing with this personal data, personal information. Salesforce itself, its data is a GDPR compliance system, out of the box. The only funny thing is it's two digital compliance until you start entering the personal data there. As long as you are entering personal data there, so they can do some GDPR compliance, in terms of Russian regulation, Chinese regulation, Arabic countries' regulation. It's definitely something that we expect to be improved.
For how long have I used the solution?
I've been working with Salesforce Sales Cloud for three and a half years.
What do I think about the stability of the solution?
The stability and performance of Sales Cloud itself, which is provided by Salesforce, is pretty good. We are pretty satisfied with it. We didn't have any huge lags in months with Salesforce downtime; some certain tools that we actually implemented ourselves, were not the level of reliability of Salesforce, though. But that was something we implemented in our own home. The problem was not with Salesforce, but really the tools, the way we actually implemented it.
What do I think about the scalability of the solution?
Ease of scalability depends on where we actually are scaling, and if we had a certain predicted behavior, such as we have a new region to sell, we have a new person in the new region or have a new account, etc. It definitely requires not just some maintenance, but some developments as well.
We have approximately 100 users in our company. We're using the solution more and more often. Initially, it was a certain form where sales just gave everyone the opportunity. Then we came to the decision, we want this as a system to direct those people on a regular basis. Now we have a regular meeting and the information from Salesforce is checked by the commercial director. We're trying to introduce the solution to see the broader picture, the full pipeline for targeting the client, and finishing the client when you've closed the case.
How are customer service and support?
Technical support has been pretty helpful, in those rare cases I actually use it. During my previous experience, which was also connected with Salesforce, we had some strange cases escalated to Salesforce, and the answer was, okay, we will fix this in one of our upcoming releases. But that was a matter of half a year, and we had a business stopping issue. But after a certain escalation, we actually managed to do this fix earlier. However, we expected it to be faster.
Which solution did I use previously and why did I switch?
Previously, I've worked with this SAP, and I was working with a custom regionally developed CRM system based on the Microsoft platform. Salesforce has better flexibility and orientation to the user. SAP has perfect functionality and it's really powerful. However, I wasn't fulfilled with the SAP for five years before I actually left SAP. It was like people who developed it just forgot about the end-users. So the interface, how the end-users actually interacted with the system, was horrible. Salesforce is way better. However, SAP also had the best effort in giving data during the later five years.
How was the initial setup?
The initial deployment can take time. We started the project in February, and the deployment was in June, end of June. Five months, and we are not talking about the prerequisites, because we gathered the business scenarios we need to finish the analysis. So if you're talking about the analysis and prerequisites as well, so it will three months more.
Update deployment prevents a lot of issues, as it gives you the opportunity to change the things that can be badly influencing the production system. So you invest some time to get a deployment done. It still takes hours to deploy and there is a certain benefit behind this. The more time spent on deploying, the fewer issues on production. However, there is certainly fuel for improvement there.
What about the implementation team?
The initial deployment was a group of about 20, involving people from different parts, both development, quality assurance people, admins, business analysts, business representatives, salespeople, pre-sales people department. So this group was much broader than future deployments.
There is only one person who actually doing update deployment for us. However, the more we grow, the more people will be involved in the deployment. And we work with the vendor because certain parts of our implementation require the help of Salesforce authorized companies which help us to do this. And there were more people than one to do the deployment because different groups of people were involved in the development. To merge the codes of different groups of development, we required the efforts of recruiting people. Either two or three people were involved in the deployment; they were not only our internal team working with the development.
What's my experience with pricing, setup cost, and licensing?
Right now I'm operating on the Russian market, and in terms of investment value and return of the investment, Salesforce right now is pretty good in the Western markets where the price of the employees is pretty high.
Here in Russia, the country has a cheaper workforce, so the investment into Salesforce Solution is questionable, in terms of the return on the investment. The price model, is oriented on the best markets and there is a certain sense of investment in Salesforce there; but here in Russia, prices for the workforce can do the same thing easily. It's the 21st century, probably manual work should be reduced each day. We think if we look at this problem in terms of the investment, it will be a big question if it's worth the money, as Salesforce is pretty expensive.
What other advice do I have?
The biggest advice that I can give to anyone considering Sales Cloud is to develop a good pre-analysis before the implementation and don't overload the stages of the opportunity. Think what the main purpose of these stages is. The best way to make it work for salespeople and for the commercial department is to structure it that way, that it will now reflect the stages of the penetration to the client. Pursue methodology, when we have targets, interact, propose, close. It's not just throwing the opportunity between the different departments, but it's complete and clear and simple, which is very important. You don't have 20 stages, but you have five certain career stages, which actually reflect the steps when you're closer and closer to the deal. Not in terms of working with the documents, but in terms of structuring the sales process in terms of the penetration to the clients.
Also, very close to the implementation, the final day of the goal, dedicate as much time as possible to the data migration. Dedicate as much time as you have, consider doing data migration; it will be difficult. We will have a lot of migrant issues rolling the data from the previous system to the new one. So two or three weeks is the shortest period that should be dedicated to that purpose.
I would rate the solution a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Salesforce Administrator at a tech services company with 201-500 employees
Customizable, highly scalable, and responsive support
Pros and Cons
- "Salesforce is such a widespread software in terms of what it can do and its scope. Theoretically, you can run a whole company off of it. There are many valuable features, such as reporting and analytics. You can customize almost the whole environment is what appeals to so many companies the most."
- "I would love Salesforce to keep on committing and building out what they call flows. It's their point-and-click version of coding. You don't have to be a coder to create essentially what a developer would have to normally, which is a great feature, but it could still be improved upon."
What is our primary use case?
We use Salesforce Sales Cloud for keeping track of both clients and employees on different levels, whether they're client-facing or they're more behind the scenes, such as myself.
How has it helped my organization?
Salesforce Sales Cloud has helped our organization by giving it the flexibility to customize our products to fit tiers of products. There are many timing and automation features that have given us control over some of the very unique business processes.
What is most valuable?
Salesforce is such a widespread software in terms of what it can do and its scope. Theoretically, you can run a whole company off of it. There are many valuable features, such as reporting and analytics. You can customize almost the whole environment is what appeals to so many companies the most.
What needs improvement?
I would love Salesforce to keep on committing and building out what they call flows. It's their point-and-click version of coding. You don't have to be a coder to create essentially what a developer would have to normally, which is a great feature, but it could still be improved upon.
For how long have I used the solution?
I have used Salesforce Sales Cloud within the past 12 months.
What do I think about the stability of the solution?
Salesforce Sales Cloud is reliable.
What do I think about the scalability of the solution?
The scalability of Salesforce Sales Cloud is one of their biggest advantages.
We have a little over 150 employees using it Salesforce Sales Cloud. There are probably 10 of us that use the backend. We have five of us that are dedicated Salesforce developers and administrators and an additional five that you would call super users, who have a lot of permissions because they were very close with us, and we trust them. The rest of the workforce is more client-facing in different parts of the organization. We are the development team, they are part of who we support.
The leadership team is very dedicated to increasing the use of Salesforce, whether it's adding another cloud or adding more people to my team. Recently we added approximately 30 brand new users. this can happen again at any time.
How are customer service and support?
Salesforce is such a large company, they have three feature releases a year. They're constantly addressing issues. However, their responsiveness could be better at times. I do not have many complaints and they have very good customer service when we developers need it.
Overall the support is very good. The responsiveness can vary, but nothing that has displeased me and they will always see the job through. They're very dedicated to filling those types of quotas. They can be very responsive when a case has been open for a while.
The delays we faced are more of a corporate issue, but if you contact them individually, you receive much better service.
Which solution did I use previously and why did I switch?
I have always used Salesforce, I am a Salesforce specialist. However, the company I work for might have used something else previously but I am not sure about that.
How was the initial setup?
The implementation of Salesforce Sales Cloud is straightforward because it does not matter who you trained with to receive your Salesforce certifications and work in the industry, you know the deployment process. Everyone tends to know that it can be clunky, it can be frustrating, but at the same time, it's not exactly a broken system by any means.
The time it takes for the deployment depends on the size. We work in sprint cycles, we do it every two to three weeks. It depends on the size of that particular sprint. When it comes to deploying and then testing to make sure it's already it will never be more than an hour and a half.
The deployment tool could use a lot of work. However, when compared to everything else they're doing, it feels it's more left on the side, they prioritize the newer features.
What about the implementation team?
My whole team and I, do deployments together or at least after we finish our assignments. There are about five of us at the moment. We have both developers and administrators, who all come together, and we complete whatever needs to be deployed all at the same time.
We always need someone dedicated to regular maintenance. I would imagine it's no different than any kind of another software environment of the size of Salesforce. You always want to have someone dedicated purely to making sure everything is working all right.
What was our ROI?
When it comes to dollars and cents, I couldn't tell you what that return on investment is. What I can say is that as we've grown out and increased automation, and over the past six months we have seen a very noticeable improvement.
What's my experience with pricing, setup cost, and licensing?
I've seen the prices for Salesforce Sales Cloud, but I haven't been the one to handle the money. As someone who's only visually looked at the price, I would imagine it's on the pricier side, but they do have a ton of leverage, and seeing that everyone I've worked for has always been dedicated to continuing Salesforce. I've never worked for anyone who has threatened to leave. Everyone has accepted the pricing for what they offer.
There are additional feature costs but licenses are definitely the most expensive, but once you add or talk to your account representative about more individual features. We're talking about Salescloud, and if we wanted to add Servicecloud, that would be much more reasonably priced than us asking for 50 new licenses. Licensing is where they make most of their money.
What other advice do I have?
The three companies I've worked for who have all used Salesforce, they've never by any means brought up the idea of moving to a competitor. Everyone's been happy on a macro scale of what the product has brought to their firms.
I rate Salesforce Sales Cloud an eight out of ten.
They can always improve and, if 10 other people in my position were asked about features they could improve they would bring up different answers. They do release a lot of features three times a year, every year. They're listening to customers, but sometimes you have to be more persistent than you'd hoped for them to listen.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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Updated: November 2024
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