Salesforce Sales Cloud Reviews

We use Salesforce for lead management, opportunity tracking and sale tracking. It provides insight into what has been sold and a forecast for future opportunities.

Salesforce highlights what are we selling in different regions and which regions or areas offer opportunities. We are able to view sales by month, quarter or year.

I like how you can create marketing campaigns. In five minutes, you can create a marketing campaign and send the campaign to users in less than 10 minutes. 

Salesforce is a powerful tool and you need specialists to create or to develop new functionalities. It is a difficult platform to learn to manage and you need years to know the whole product. 

I have used Salesforce for four years. 

This is a stable solution. 

This is a scalable solution. I previously used Asana but Salesforce offers better scalability compared to Asana. 

The customer service team respond really quickly. I would rate their support a five out of five. 

Even though we have more than 50 employees in our organization, only 10 users use Salesforce. This is because licenses are expensive and more employees use Asana which we have free licenses for.

I would rate this solution a nine out of ten. 

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.

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.

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.

I've been using Salesforce Sales Cloud for more than three years.

As a user, I'm happy with the stability.

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.

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.

Positive

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.

The initial setup is very straightforward.

The deployment took six months from start to finish.

Salesforce saves time, and I have seen a fair amount of growth in terms of efficiency and accountability.

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.

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.

We use Salesforce Sales Cloud for customer engagement, CB2, marketing, and forecasting tools.

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.

I have been using Salesforce Sales Cloud for approximately 10 years.

Salesforce Sales Cloud is stable.

The solution is scalable.

We have approximately 50,000 users using this solution.

The support is good from Salesforce Sales Cloud.

The installation took approximately three months to complete.

We have approximately 300 people that do the maintenance and support the solution.

I would recommend this solution.

I rate Salesforce Sales Cloud a seven out of ten.

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.

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.

I use the tool for a company with which our company used to work in the past. I used the backup and archiving capabilities of the solution.

My company generally uses the tool for all kinds of use cases. For a particular case of our company's customer who needed us to deal with the areas of archiving and backup, we used Salesforce Sales Cloud.

In general, the data model and everything is really helpful for the development phase. The tool is quite flexible, and you can modify its features easily. The whole development process is quite advanced in that you have all the support you need to take care of the development phase as easily as possible. The development phase is as easy as possible for all areas, including the UI, data model, custom logic, and processes, along with areas like reports, dashboards, and everything.

The areas revolving around archiving and backup in Salesforce Sales Cloud are not as advanced as some of the other solutions in the market. The aforementioned areas can be considered for improvement in the product. Maybe the tool covers bare backup requirements, but it is usually insufficient.

For the additional features needed in the product, I can say there is a very nice comparison on LinkedIn that I saw about the tool explaining compliance, granular restoration, and other related areas.

The price of the product needs to be lowered.

I have been using Salesforce Sales Cloud for two or three years. At the moment, my company is not even a customer of Salesforce since, presently, we do custom development, meaning we do development in Salesforce for other companies who need to use the tool's services.

It is a very stable solution. Stability-wise, I rate the solution a nine out of ten.

Scalability-wise, I rate the solution a nine out of ten.

My company is a medium-sized company with around 400 people.

I have experience with CRM solutions that were either used in-house or made available from other vendors. I think Salesforce is currently the solution that is accepted by all the markets. I see another tool similar to Salesforce in advertisements called monday.com, which I have never used. I think monday.com has quite an aggressive marketing campaign.

I think it is not that difficult to install the product. I don't have that much experience with the product's installation phase. I am not a developer or administrator, but from my experience with the tool, I can say it is quite easy to use and do everything a user wants. I wouldn't say that the product's installation phase is complex. At an organizational level, things are usually more complex, especially when you agree on things inside your organization over what you need and how you are going to try out new processes. Once the aforementioned are cleared out at an organizational level, then I would say that things are not that complex.

I don't have any data to prove the return on investment I have seen from the use of the solution in my company. There is definitely some benefit from the use of the solution in the company, but I cannot speak about it specifically.

Price-wise, the product does not fall under the category of cheaply priced products.

The ease or difficulty with the maintenance part of the product users' experience depends on what they need from the product. The archiving and backup features of the product are not that flexible and convenient for certain use cases. You can use just a basic backup with the tool, which is not enough in most cases. If a user wants more backup features, then the user May need some additional tools while dealing with Salesforce Sales Cloud's installation phase.

I think Salesforce Sales Cloud is the right solution to use, as it is a good solution that is widely adopted and has proven itself in practice. I think it is a good decision to use Salesforce Sales Cloud. There are many aspects an organization needs to consider before adopting Salesforce, which are matters that can be greater than just the technical part.

I rate the overall tool an eight to nine out of ten.

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.

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.

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.

I have used Salesforce Sales Cloud within the past 12 months.

Salesforce Sales Cloud is reliable.

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.

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.

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.

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.

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.

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.

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.

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.

We are using Salesforce Sales Cloud to develop sales processes. For example, from the lead creation, submitting the contract, and sending the contract via DocuSign for the user to sign it. We use principle objects, such as opportunity, lead, account, and contact, and some process automation to automate the process of sales.

The automation of Salesforce Sales Cloud makes the process very easier to focus on leads and converts them automatically to accounts, contacts, and opportunities.

Salesforce Sales Cloud could improve by allowing some customization of the processes with coding to avoid the problem of memory. When we use only flows in the process, which can become large flows, they are more complicated to debug and also for maintenance. It's better to invoke some Apex classes to make the process better.

I have using Salesforce Sales Cloud for approximately three years.

Salesforce Sales Cloud is stable.

We have approximately 100 users using this solution in my organization. 

Salesforce Sales Cloud has the ability to scale to large numbers.

We are using this solution on a daily basis.

I have been satisfied with the technical support of Salesforce Sales Cloud.

We deploy the solution using many different tools. The process is simple because you only need to create the package and component and choose the sandbox.

The time it takes to deploy the package depends, it could take a few minutes. However, when we use GitLab or another tool, it takes more time than changeset.

The amount of people involved in the implementation depends on many factors. I have worked with many managers, such as GitLab managers, and we created a branch and later deployed it.

There are some releases that need to be updated and some packages that are necessary for maintenance.

I have found Salesforce Sales Cloud to be expensive. However, it is the number one CRM solution in the world. It is worth the money.

I would recommend this product because it can give a company a chance to have new clients. There is a lot of functionality that can increase the number of clients they have.

I rate Salesforce Sales Cloud a nine out of ten.