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.
Salesforce developer
Effective lead creation, stable, and scalable
Pros and Cons
- "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."
What is our primary use case?
What is most valuable?
The automation of Salesforce Sales Cloud makes the process very easier to focus on leads and converts them automatically to accounts, contacts, and opportunities.
What needs improvement?
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.
For how long have I used the solution?
I have using Salesforce Sales Cloud for approximately three years.
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What do I think about the stability of the solution?
Salesforce Sales Cloud is stable.
What do I think about the scalability of the solution?
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.
How are customer service and support?
I have been satisfied with the technical support of Salesforce Sales Cloud.
How was the initial setup?
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.
What about the implementation team?
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.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
Key Account Manager - Cloud Technology at Gigamon
Manages sales forecasting with good analytics but have latency issues
Pros and Cons
- "The solution has the ability to run reports on the pipeline and understand the likelihood of the sales. The analytics tools are very good."
- "The connectivity has some latency. It could be more responsive."
What is our primary use case?
We use the solution to manage sales forecasting.
What is most valuable?
The solution has the ability to run reports on the pipeline and understand the likelihood of the sales. The analytics tools are very good.
What needs improvement?
The connectivity has some latency. It could be more responsive.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for ten years.
What do I think about the stability of the solution?
The tool has some latency.
I rate the solution’s stability a seven out of ten.
What do I think about the scalability of the solution?
It is scalable up to several hundred thousand users. It is highly scalable. We use it daily. I rate the solution’s scalability a ten out of ten.
Which solution did I use previously and why did I switch?
I have used Oracle Sales Cloud and Microsoft Dynamics.
How was the initial setup?
The initial setup takes three minutes.
I rate the initial setup a seven out of ten, where one is difficult and ten is easy
What was our ROI?
ROI is very good. There are productivity and efficiency gains.
What's my experience with pricing, setup cost, and licensing?
I rate the product’s pricing a seven out of ten, where one is cheap and ten is expensive.
What other advice do I have?
It is very easy to integrate with other tools and APIs.
I recommend the solution because they are the market leaders in what they do.
Overall, I 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.
Last updated: Jun 26, 2024
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Lead Sales Engineer at Lumen Technologies
The reporting features are useful.
Pros and Cons
- "The reporting features are useful."
- "I would like if Sales Cloud had the flexibility to create or edit the forms used to submit requests. Right now, they're fixed, and users can't edit them. Only administrators have editing privileges, so it takes too long to make changes."
What is our primary use case?
We primarily use Sales Cloud to process internal requests from field sales and operations.
What is most valuable?
The reporting features are useful.
What needs improvement?
I would like if Sales Cloud had the flexibility to create or edit the forms used to submit requests. Right now, they're fixed, and users can't edit them. Only administrators have editing privileges, so it takes too long to make changes.
For how long have I used the solution?
I've been using Sales Cloud for about four years.
What do I think about the stability of the solution?
I haven't had any stability issues. Sales Cloud seems to be highly stable.
What do I think about the scalability of the solution?
We have thousands of people using Sales Cloud at this company.
What other advice do I have?
I rate Salesforce Sales Cloud a solid eight out of 10.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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?
Salesforce Sales Cloud is mostly used for partner lead management.
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.
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: I am a real user, and this review is based on my own experience and opinions.
Salesforce/CRM System Administrator at a individual & family service with 501-1,000 employees
We use it for fundraising, grant management and volunteer management.
What is most valuable?
I have only ever used the Sales Cloud as customized by the Nonprofit Starter Pack (NPSP) as provided by Salesforce.org and virtually all aspects of that application are incredibly helpful from a nonprofit perspective. It really takes the ‘Sales’ Cloud and turns it into the ‘Nonprofit’ Cloud. We use it for fundraising, grant management, volunteer management and everything in between.
How has it helped my organization?
We use Salesforce for every aspect of our business and it improves efficiency and gives us one source of truth when it comes to organizational information. Everything from fundraising to volunteer management goes through Salesforce!
What needs improvement?
There are data limitations on the platform – in terms of how much data you can store on the platform without having to purchase more. Generally, anything over one GB of data is going to cost your organization extra – this happens fast too so watch out. There is a lot you can do with zero programming knowledge and you can automate most repetitive tasks with no code!
For how long have I used the solution?
I've used it for roughly five years.
What was my experience with deployment of the solution?
There were no issues with the deployment.
What do I think about the stability of the solution?
There have been no issues with the stability.
What do I think about the scalability of the solution?
I would call out the one GB data limits as a scalability concern – as it is often an unexpected cost as Salesforce generally hides this nugget of information in the documentation/limitations of the product. From a deployment perspective – not really. It’s a complicated tool so the amount of time, expertise and/or money you have is generally going to impact deployment.
How are customer service and technical support?
Salesforce relies heavily on their Community to do the work of support/customer service and it has paid big for them. I am usually headed to the Power of Us Hub or the Salesforce Community before I pick up a phone to call support. Overall, that experience is far more positive than trying to contact support. In the rare instances where I have had to call support, they are responsive – but beware of the additional costs for the ‘Premium’ support packages.
Which solution did I use previously and why did I switch?
In my current role, no. In previous roles, we evaluated other donor solutions and determined that Salesforce was best suited for fundraising and program management. The flexibility and 360 degree view of your constituents is really the draw.
How was the initial setup?
It’s a fairly straightforward purchase process – but the set up can be complex depending on your organizational requirements. The NPSP makes it easy to get off the ground quickly, but additional customization can often require consultant assistance.
What about the implementation team?
I’ve done both – generally working with a vendor for any heavy development/coding work that needs to happen. Everything else I was able to learn. Salesforce does a great job empowering customers and ensuring that they have what they need (including access to peers) to learn the platform. I would say this is a core organizational strength of Salesforce.
What's my experience with pricing, setup cost, and licensing?
In terms of non-profit licensing, you get your 10 free Enterprise Edition licenses as a 501(c)(3) and take advantage of those to learn the platform! As your organization grows, see Salesforce as an investment, not as a free tool that you must ensure continues to cost your organization $0. This will do more harm than good – learn the platform and allow it to grow with you.
What other advice do I have?
You generally have two routes to go when implementing; you can hire a vendor to do the work for you, or you can invest in/hire a staff member/team to learn the platform, gain expertise and implement internally. In the non profit space, I heavily favour the second option as I think investing in some staff time to learn this is great and there is an amazing community to support the process.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Senior Consultant with 51-200 employees
Could add more options to customize the user interface but has sped up development and delivery within the organization.
Valuable Features
The ability to customize many things, from the UI to the business logic, and the fact that the solution uses a cloud platform were valuable features for our organization.
Improvements to My Organization
It has sped up development and delivery within the organization.
Room for Improvement
The areas for improvement are adding more options to customize the UI, and the business logic.
Use of Solution
I have been using the solution for 3 years.
Deployment Issues
No issues with deployment.
Stability Issues
No issues with stability.
Scalability Issues
No issues with scalability.
Customer Service and Technical Support
Customer Service:
The customer service was good.
Technical Support:The technical support was good.
Initial Setup
Initial setup was straightforward. It is just a matter of receiving the initial user credentials, change its password and create the other users after logging in. This is the initial setup prior to developing any customizations.
Implementation Team
We implemented through an in-house team.
Pricing, Setup Cost and Licensing
Setup cost: $280 per month per user, $600 per month per developer + 20% of the total yearly cost (users x individual cost) per sandbox - pre-paid annually.
Other Solutions Considered
Before choosing we looked at Microsoft Dynamics.
Other Advice
If seeking help, make sure that the people who will work on your project are certified (don't merely ask if they are certified, ask for a list of their certification numbers prior to agreeing with their statement of work). There are companies that assign junior people to your projects and bill them as senior consultants.
Expect to pay $200+/hour for HIGH quality consultants - if less than that, you may not getting high quality and may end up paying more in the end for the rework or the costs associated with a inadequate implementation.
Start with smaller, short term projects and add functionality and users gradually.
If you're in a large company (has divisions/regions), before attempting companywide adoption, choose a smaller group of users and make sure they are so pleased that they become champions of the product.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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: I am a real user, and this review is based on my own experience and opinions.
Consultant at a tech services company with 10,001+ employees
Can Salesforce replace your corporate intranet?
In the company I work for, QuestBack, we always strive to implement and adapt new enhancements and functionality that is released in Salesforce. Whenever we can streamline and move business processes to this platform, it increases our Salesforce.com ROI in addition to providing all employees with fewer separate systems and places to log in. A while ago, I was asked by the management team if Salesforce could replace our current intranet solutions.
This post is based on a talk I gave at Salesforce’s Social Enterprise event in Oslo in April 2012. See the slides from this presentation here.
Chatter – great for collaboration, but…
Over the last years, Salesforce have launched lots of interesting functionality when it comes to building up a social enterprise, including Chatter that enables collaboration and communication directly within the CRM platform. Being aware of this, the management team challenged me to explore whether this could be used as a replacement for our corporate intranet. While a lot can be solved with out-of-the-box functionality in Salesforce (Chatter, CRM Content for Document management, Chatter profiles for employee directory etc) , we discovered a number of shortcomings when using it for a more traditional intranet:
- Lack of news and article functionality - While Chatter is all about posting status updates, questions and attachments, we needed a place to post more traditional, longer texts, e.g. management news and updates that could contain pictures, links and other elements within the same article.
- No front page – Chatter is all about feeds and push notifications. We have the need to have an intranet front page, where editors can sort and select top news and articles and where we can have links to important functionality (both within Salesforce and external systems) in addition to be able to show important metrics (e.g. dashboard components for total sales etc.)
- Lack of placeholders for static content – Our company have a wide variety of static content, e.g. routines for bug handling, travel expense guidelines, HR policies etc. We needed functionality to store this (not as documents and attachments), but rather static HTML pages (“Articles”) in a tree structure based on departments (e.g. Sales, Admin, F&A etc.)
- Missing blog functionality – Related to the above, we want to empower employees and departments to produce more extensive content than Chatter updates allow.
In addition to this, we miss something that could tie all the great elements together, e.g. one point to click to get a total overview of employees, news, feeds, documents etc.
CRM + Intranet= Like?
We often see that intranets are a system detached from all other business systems in the company, a simple placeholder for static information and some corporate news. But does it have to be like that? More than 80% of of our employees are already working within Salesforce everyday, with sales, customer support, billing or marketing. Why not blend these tasks with the more traditional intranet information? By linking information from Salesforce, like information on closed deals, marketing campaigns and Q&A’s from support with news on the intranet and cross-team Chatter collaboration, you truly unleash the power of the two information sources. In addition to this, you may see that merging these will be mutual beneficial for adoption of the two systems.
Closing the gaps
Before starting, I did a lot of research on the web to see if people have been doing similar things within Salesforce. As far as I could see, not much have been done in this intersection between Salesforce and more traditional intranets. Some good discussions on Linkedin and the other great Salesforce communities provided us with good ideas on how to progress, and we connected with Fluido Ltd. to discuss the technical requirements and what it would take to meet our requirements.
We are currently in the progress of developing and rolling out our new corporate Salesforce-based intranet. We want to blend the out-of-the-box functionality with our company specific needs and we need to develop solutions that closes the gaps discovered in the above paragraph. The fundamental idea will be to develop one intranet homepage that displays all relevant information and links for the employees. Supporting this, we have developed Chatter-enabled objects for news, articles and blogs.
Key features of the front page will be:
- “News for all” section with news available for all employees, e.g. Management updates or other corporate news.
- “News for you” that is news based on your role in the organization (as defined on the user profile). This ensures that employees only see relevant information, e.g. sales news for sales reps or Norwegian news for all employees in our Oslo office.
- Chatter feeds will be visible on the front to make the front appear more dynamic and updated, in addition to providing the user with the latest news from any object he/she subscribes to.
- The right menus populated with real-time updated Salesforce data. In our example, we extract information about Global Sales current quarter, recently closed deals and top Sales reps current quarter.
- At the bottom of the front page, we have external feeds from our media monitoring service, twitter feeds in addition to a corporate calendar (Salesforce object).
- In addition to all this, we will take the standard Chatter functionality into extensive use: Chatter profiles will be used as the corporate employee directory, Chatter groups will be used for collaboration for teams and groups and Salesforce CRM Content will be used for all documents, including any customer facing material that will be tagged with extensive meta data to ease sales reps job of finding relevant and updated documents.
Moving forward
This is a work in progress project, and we are currently working with the great guys at Fluido Ltd. to develop the Visualforce pages and structures needed to put this in place. In addition to this, we are working to extract information from the old intranets and place them in the new information structure (with Chatter groups, news, blogs and static articles). The next point on the agenda will also be to create a Chatter/Collaboration roll-out strategy, which I will save for my next blog post to discuss.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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