Salesforce Sales Cloud is mostly used for partner lead management.
Director - Enterprise Applications at a computer software company with 501-1,000 employees
Helpful support, useful life cycle management, and highly stable
Pros and Cons
- "The most beneficial aspect of Salesforce Sales Cloud is my development life cycle will have been shortened."
- "The solution could improve the partner management and communities. For the enterprise licenses, we have the help, but it should also be extended with the features to the partner community."
What is our primary use case?
What is most valuable?
The most beneficial aspect of Salesforce Sales Cloud is my development life cycle will have been shortened.
What needs improvement?
The solution could improve the partner management and communities. For the enterprise licenses, we have the help, but it should also be extended with the features to the partner community.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately two years.
Buyer's Guide
Salesforce Sales Cloud
January 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,565 professionals have used our research since 2012.
What do I think about the stability of the solution?
Salesforce Sales Cloud is extremely stable.
What do I think about the scalability of the solution?
The scalability of Salesforce Sales Cloud is good, we have not had any issues.
We have a few thousand users using this solution in my organization.
How are customer service and support?
We have premier support and it is very good. Whenever we hit roadblocks, we do reach out to the support and they're very cooperative.
I would rate the technical support of Salesforce Sales Cloud a four out of five.
Which solution did I use previously and why did I switch?
We previously had an in-house solution. We switched to Salesforce Sales Cloud because it was a good time in the market to do so and the solution as all the latest changes in the industry which we would receive automatically into our organization.
How was the initial setup?
The complexity of the implementation of Salesforce Sales Cloud depends on the business. If your business process is complex, the implementation will turn out to be complex. Our implementation was a complex one because we have different processes we had to configure, it was time-consuming. It took approximately six to eight months to configure everything.
What about the implementation team?
We used a partner for the implementation of Salesforce Sales Cloud.
What's my experience with pricing, setup cost, and licensing?
The price of Salesforce Sales Cloud could be reduced. It is expensive.
We pay for a standard license and there are not any additional fees other than the premier support.
What other advice do I have?
I would advise others Salesforce Sales Cloud is a good tool. However, the price is high and other solutions in the market should be looked at because of this.
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.
Consulting Chief Information Officer at a tech services company with 11-50 employees
Easy and quick to install, with good performance
Pros and Cons
- "The most valuable features are performance and integration."
- "I would like to see licensing fees reduced in the next release."
What is our primary use case?
It is used almost entirely by the organization to connect with clients and patients.
What is most valuable?
The performance is good. I am satisfied with the performance of this solution.
The most valuable features are performance and integration.
What needs improvement?
There are always issues that must be addressed. And, in the end, I believe we have the support of these organizations, and we are working toward solutions.
I would like to see licensing fees reduced in the next release.
For how long have I used the solution?
We are based on Salesforce. I believe they've been using it for a long time before my tenure. We are still using Salesforce Sales Cloud.
We are using the most recent 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's scalability is good.
Which solution did I use previously and why did I switch?
There are several beta programs that are also run with us and for which we receive support. It is not only because of product upgrades but also because of beta programs.
There were native developments available, but as part of corporate policy, we chose Salesforce.
How was the initial setup?
The initial setup is easy. It's far easier in the present times.
The client is virtually very easy. At the moment, I believe everyone works from home, and it has taken us an unimaginable, very short time. It was up and running and continues to do so.
What about the implementation team?
The installation was done by the individuals themselves.
What's my experience with pricing, setup cost, and licensing?
We must pay for the licenses. Then it comes from the internal budgets.
It should be cheaper.
What other advice do I have?
It is very good, and I would recommend it to others who are considering using it.
I would rate Salesforce Sales Cloud an eight 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.
Buyer's Guide
Salesforce Sales Cloud
January 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,565 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: My company does not have a business relationship with this vendor other than being a customer.
Salesforce Consultant at a tech services company with 11-50 employees
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
Managing Director at a consultancy with 10,001+ employees
Reliable, has good automation features for reporting and offers knowledgable technical support
Pros and Cons
- "The dashboards and dashboard customization are great."
- "The reporting formats could be better."
What is our primary use case?
We use the solution for opportunity identification, pipeline management, and forecasting. Those are primarily the areas.
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I've been using the solution for more than 12 months at this point.
What do I think about the stability of the solution?
It's very stable. It's reliable. It's a good solution.
What do I think about the scalability of the 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.
How are customer service and support?
I've dealt with technical support. They were good. They were on the better side. Nobody's perfect, however, they were pretty knowledgeable.
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
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.
What about the implementation team?
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.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Private 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.
Senior Director Product Management at a computer software company with 51-200 employees
It integrates well with Excel, and the reporting features are good
Pros and Cons
- "Salesforce's user interface is easy to use, and the reporting is good. It worked well with Excel, so I was okay with it. I don't know about integration with any other software because I didn't have to deal with them."
What is our primary use case?
We use Salesforce for the sales funnel from prospects to leads.
What is most valuable?
Salesforce's user interface is easy to use, and the reporting is good. It worked well with Excel, so I was okay with it. I don't know about integration with any other software because I didn't have to deal with them.
What needs improvement?
I didn't use Salesforce too much, so I can't say much about it because I don't think it would be very accurate.
For how long have I used the solution?
I don't have much experience with Salesforce. I've used it for about a month or so. Most of my experience is on the sales side, not the service parts.
What do I think about the stability of the solution?
Salesforce is stable. I didn't notice any hangups.
What do I think about the scalability of the solution?
We had about 50 sales and marketing people working with Salesforce.
What other advice do I have?
I rate Salesforce seven out of 10.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Storage Sales Excutive at a computer software company with 10,001+ employees
Helpful for forecasting and having information at your fingertips, but the process for getting information accurately into the system could be improved
Pros and Cons
- "It is nice to have the install base information at your fingertips when you look up a company."
- "We have a very broad set of products at our company. The process to get that information accurately into the Sales Cloud system could use improvement. It shouldn't take weeks of time. The process of identifying products that are being sold for forecasting purposes and sales tracking purposes is too hard."
What is our primary use case?
We are primarily using it for tracking sales opportunities. Our company has done some things where we've plugged in some resources that it taps into, such as some databases of install base and LinkedIn information about different influential executives that we might reach out to. Those are probably the three primary things that I use.
I assume I am using the latest version.
How has it helped my organization?
It helps the company, or at least executives, with forecasting.
What is most valuable?
It is nice to have the install base information at your fingertips when you look up a company.
What needs improvement?
We have a very broad set of products at our company. The process to get that information accurately into the Sales Cloud system could use improvement. It shouldn't take weeks of time. The process of identifying products that are being sold for forecasting purposes and sales tracking purposes is too hard.
We're starting to prepackage new product builds that address replacing the install base. If we can get that to be really smooth, it would be great. If a storage array is going to end of service/life, I am looking at something that not only tells me that but also says, "You should replace it with this, and here's the build for it." This way, you don't have to go through the process of throwing up what the new array would look like to get it over to the customer.
For how long have I used the solution?
I have been using this solution for two years.
What do I think about the stability of the solution?
I don't really have problems with it. It seems to work when I access it.
What do I think about the scalability of the solution?
I don't perceive any problem from where I sit.
We probably have 5,000 people who are using this solution. They range from salespeople to management. It is being used extensively. I don't know what the corporate plans are to expand its usage.
How are customer service and support?
I did not contact their support.
What other advice do I have?
I would rate it a five out of 10. The reason is that I'm not using it for myself. I'm using it for other people to get information because I have to do it for my job. It helps me with that, but it is not particularly useful for me in my sales tracking.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Robust and customizable with many useful features
Pros and Cons
- "There are many extremely useful features."
- "There are also certain restrictions on the reports in terms of the number of records. Ideally, that should be removed."
What is our primary use case?
I am fundamentally a consultant to businesses exploring CRM solutions. My first choice, subject to the customer's budget, is Salesforce. At my office, we have been using Salesforce primarily for lead management, sales cycle management, renewal management, and sales performance management. We have also integrated it with our help desk and our HRMS.
We use the Salesforce Platform edition with 300 objects which gives us a phenomenal ability to develop specific functionalities that we need for our unique requirements.
How has it helped my organization?
An integrated approach to CRM always helps in streamlining activities across all the departments. We have been able to better our response times, reduce our sales cycles, and have increased overall sales revenue. Similar results have been observed for all our customers who have implemented and adopted SalesCloud in the right manner.
We have developed a module for integrating our digital marketing tool with Salesforce. The campaign ROI monitoring ability has helped us to increase our marketing effectiveness to a great extent.
What is most valuable?
There are many extremely useful features. Lead scoring is useful for automatically signaling the importance and urgency of acting on any particular lead. Website integrations are useful for getting in the lead data into Salesforce along with auto-tagging of the customer's point of interest. The automation rules that have been set up across all modules deliver tremendous value by speeding up things, ensuring process compliance, and increasing productivity.
The customized and role-based dashboards help our team to make the right decisions.
What needs improvement?
Featurewise, the product almost has all CRM features that one can think of. Beyond CRM, if the integration with MS Office can be made tighter and smoother, that could be great value for customers. Especially integrating MS Word and MS Excel would be really useful.
If a lighter version of CPQ is made available, it would help many midsize customers. As of now, Salesforce is the most expensive CRMs out there - making it a bit more affordable will help them in a big way.
There are also certain restrictions on the reports in terms of the number of records. Ideally, that should be removed.
For how long have I used the solution?
I've used the solution for more than seven years.
What do I think about the stability of the solution?
The solution is extremely stable. We haven't seen any nasty surprises. trust.salesforce.com is a great place to check the stability and dependability of Salesforce.
Irrespective of the number of concurrent users, the automation rules, reporting requirements, workflows etc, the system performance remains the same. There is no performance degradation by additional of number of users or increase in data or increase in automations or functionalities whatsoever.
trust.salesforce.com gives a real-time view of all salesforce datacentres and the various clouds in terms of their health, availability, uptimes, maintenance status, security and compliances. There is a lot more indepth information if one really wants to dig deeper.
What do I think about the scalability of the solution?
It is highly and seamlessly scalable. it is very robust at any scale.
How are customer service and support?
This is not applicable to us. However, the back-to-back support from Salesforce has been pretty good.
How would you rate customer service and support?
Positive
Which solution did I use previously and why did I switch?
We have used a homegrown application earlier. Switching to Salesforce was due to the capabilities provided by the Salesforce platform. It practically molds itself as per an organization's working style.
How was the initial setup?
It wasn't complex for us as we are ourselves are implementation partners. For customers, it can turn out to be pretty overwhelming.
There are so many features and so many possibilities, it is very easy for anyone to keep asking for more. That is often the biggest pitfall. A step-by-step phased approach is usually more successful.
What about the implementation team?
We have a highly skilled implementation team.
What was our ROI?
We've seen an ROI of at least 20%.
What's my experience with pricing, setup cost, and licensing?
Salesforce surely is one of the most expensive CRMs out there. However, if implemented in the right manner and adopted extensively, it does deliver a great value to the organization.
While deploying Salesforce, I would generally suggest engaging a consultant for optimizing the license costs. Salesforce sales team may try to oversell. A 3rd party consultant like us can help you with an unbiased opinion.
Which other solutions did I evaluate?
We did not evaluate others while choosing for ourselves. However, as a consultant, we frequently need to show customers comparisons with Navision, SAP, and Oracle.
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 has a business relationship with this vendor other than being a customer. Apart from being users of salesforce, we are also an implementation partner to Salesforce.
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