We use Salesforce Sales Cloud for customer engagement, CB2, marketing, and forecasting tools.
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.
Senior Sales for CloudHealth Japan (First Sales) at VMware
High performance, effective marketing lead management, but interface could improve
Pros and Cons
- "The most valuable feature of Salesforce Sales Cloud is for teams the ability to do marketing on our page and to manage their marketing leads. You are able to close a deal and do the renewal. For the life cycle management for customer management, we use Salesforce Sales Cloud. The performance of the solution is good."
- "The user interface could be better in Salesforce Sales Cloud because it feels a little heavy."
What is our primary use case?
What is most valuable?
The most valuable feature of Salesforce Sales Cloud is for teams the ability to do marketing on our page and to manage their marketing leads. You are able to close a deal and do the renewal. For the life cycle management for customer management, we use Salesforce Sales Cloud. The performance of the solution is good.
What needs improvement?
The user interface could be better in Salesforce Sales Cloud because it feels a little heavy.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately 10 years.
What do I think about the stability of the solution?
Salesforce Sales Cloud is stable.
What do I think about the scalability of the solution?
The solution is scalable.
We have approximately 50,000 users using this solution.
How are customer service and support?
The support is good from Salesforce Sales Cloud.
How was the initial setup?
The installation took approximately three months to complete.
What about the implementation team?
We have approximately 300 people that do the maintenance and support the solution.
What other advice do I have?
I would recommend this solution.
I rate Salesforce Sales Cloud a seven out of ten.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Buyer's Guide
Salesforce Sales Cloud
October 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: October 2024.
816,406 professionals have used our research since 2012.
VP of Operations at Rhymeo LLC
Appexchange packages help to quickly hit requirements, but the reporting functionality is much more a query engine than a true reporting module.
What is most valuable?
- Quick go-to-market with a sales process
- Utilization of the "platform as a service" features of Salesforce
- Appexchange packages help to quickly hit requirements
- Robust feature set when considering all the Salesforce packages - Sales Cloud, communities, Service Cloud etc.
How has it helped my organization?
I've implemented a Saleforce solution at a hedge fund where we were immediately able to connect the marketing and customer relations department for tracking up-selling opportunities.
By building on the Salesforce platform, we were able to work through potential data problems such as tagging financial advisor owned accounts separately from individual investor accounts, bringing much needed granular tracking of the new money subscription opportunities.
What needs improvement?
The reporting functionality of Salesforce is much more a query engine than a true reporting module.
Salesforce have made some great strides towards addressing this deficiency with the advent of the analytics cloud, but it still needs improvement for customers not paying for the additional service.
For how long have I used the solution?
I've been consulting on the platform for five years. I have implemented it at Rhymeo as a customer and currently utilize the platform at another client.
What was my experience with deployment of the solution?
Being forced to run through all test classes to deploy to production has always been a concern for organizations that are apex heavy and need the ability for quick, impromptu deployments. Some “quick deploy” features are incredibly helpful for organizations trying to meet this requirement.
What do I think about the stability of the solution?
One look at their website will show you the incredible stability of this product.
What do I think about the scalability of the solution?
Scaleability has never been in doubt.
How are customer service and technical support?
Premier support has always been incredibly helpful when solving problems.
However, the true benefit of the salesforce community comes from the helpful users that are constantly contributing to the Salesforce support forums.
You’re usually always a quick Google search away from advice to solving a problem.
Which solution did I use previously and why did I switch?
While consulting for the platform, we were always brought in to assist with implementation after vendor analysis.
How was the initial setup?
Good consulting on the platform is the key to a straightforward vs. complex implementation.
Users are always reluctant to change so managing expectations and involving business users very early in development is the key to success. The robust configurability vs. code allows implementers the ability to demo early and often to business users. Lightning and process builder are taking this to a welcome new level.
What about the implementation team?
Always via a vendor team. Speaking to experienced implementers when planning the release schedule for Salesforce manages the risk that integration inevitably always brings forth.
What other advice do I have?
Spend as much time with Salesforce customer success managers as possible. The wealth of Salesforce accelerators and their solution engineers have built help show the potential features of Salesforce early in the planning stage and go a long ways to a smoothful project planning and execution
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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
Flag as inappropriateAsana Lead Manager at Izei Consulting Group
Powerful sales tool and CRM used for lead tracking and opportunity management
Pros and Cons
- "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."
- "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."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I have used Salesforce for four years.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution. I previously used Asana but Salesforce offers better scalability compared to Asana.
How are customer service and support?
The customer service team respond really quickly. I would rate their support a five out of five.
What other advice do I have?
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.
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
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.
Managing Director at Aprika Business Solutions Pty Ltd
We find the email to case functionality helps simplify the process for our clients when submitting support requests.
Valuable Features
I personally find the Opportunities to be the most valuable aspect of the tool. It helps me keep a close eye on the business' pipeline. We've also developed a native project management solution on the Salesforce platform called Mission Control. We use this to track the scheduling and performance of all implementation projects. This is of great importance to our business in understanding our bandwidth and efficiencies. We also find the Case object to be of great value, including the email to case functionality that helps simplify the process for our clients when submitting support requests.
Improvements to My Organization
We run our entire business in the cloud and Salesforce.com sits at the heart of our solution stack. We have a subscription based model for our products, such as Mission Control, Mercury SMS and InteliMail. We've integrated Salesforce.com with eWay, an online payment gateway to automate our monthly billing process.
Room for Improvement
The main area that I feel could be improved is the performance of the Salesforce1 mobile application. I find it to be too slow to be of any real value whilst out on the road.
Use of Solution
I have been using the Salesforce.com CRM system for over 12 years. I first used it as a Marketing Manager for the company I was working for at the time. In the last six years, I've been running Aprika, a Salesforce.com Consulting Partner helping to implement the solution for clients in Australia.
Deployment Issues
We've implemented Salesforce.com for over 200 clients and we've never come across a requirement that could not be delivered on the platform.
Stability Issues
We've implemented Salesforce.com for over 200 clients and we've never come across a requirement that could not be delivered on the platform.
Scalability Issues
We've implemented Salesforce.com for over 200 clients and we've never come across a requirement that could not be delivered on the platform.
Customer Service and Technical Support
The standard Salesforce.com support process is very good. They also have a premier support option which provides a very quick response time. In addition to this, the community of users are extremely helpful and supportive to one another and using the success.salesforce.com website, you're always guaranteed someone will be able to help you out.
Initial Setup
We are a Salesforce.com Consulting Partner, so we're the team helping the client implement their required solution. Salesforce.com conducts regular, independent research which states a client that works with a consulting partner to implement the solution is 65% more likely to be successful.
Implementation Team
We have implemented Salesforce.com for over 200 clients, as you can imaging, there's been varying scales of complexity in the requirements ranging from a simple out of the box configuration through to solutions requiring a lot of customisation using Apex and Visualforce as well as integration with third party systems.
Pricing, Setup Cost and Licensing
I do hear that Salesforce.com licensing is expensive, but once clients start using the system and the light goes on in relation to understanding the power of the platform, they realise it's well worth the investment.
From a personal perspective, one of the key things Salesforce.com provides us is insight into our business that would be difficult to achieve otherwise. We're able to easily track conversion rates, budget performance, staff efficiency rates and many other key metrics that are important to our business.
Other Solutions Considered
12 years ago, I initially compared it to a number of other solutions through a tender process. We conducted our due diligence and Salesforce.com came out top by a long way. As a Consulting Partner, we typically see prospects comparing Salesforce.com and MS Dynamics. Generally, we see them evaluate the two products and in most cases, they'll establish Salesforce.com is the more powerful, flexible and scalable solution.
Other Advice
Don't hesitate - if you're looking at using Salesforce.com, you're on the right track. After a few months, you'll wonder how you managed without it. In terms of implementation, I would strongly recommend engaging a consulting partner, it doesn't have to be Aprika. They can bring real value add to the project and ensure the system is set up to support user adoption. Engaging staff from various parts of the business in the initial implementation is also a key ingredient to successful adoption.
Disclosure: My company has a business relationship with this vendor other than being a customer: Aprika holds three different partner accreditations with Salesforce.com.
Cloud Alliance Partner - we work with clients to ensure they successfully implement Salesforce.com within their own business
ISV Partner - we build our own applications on the Salesforce.com App Cloud, such as Mission Control, Mercury SMS and IntelliMail, which are available from the AppExchange
PDO Partner - we work with other ISV Partners who do not have the technicals skills to develop their business concepts. We provide the support these clients need to develop a solution on the App Cloud.
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros
sharing their opinions.
Updated: October 2024
Product Categories
CRM Opportunity Management Sales Force Automation Conversation Intelligence SoftwarePopular Comparisons
Microsoft Dynamics CRM
Siebel CRM
Oracle CRM
Oracle CX Sales
Oracle Fusion Service
HubSpot CRM
Pipedrive
Sales Creatio
LeadSquared
IQVIA Orchestrated Customer Engagement
Amdocs CRM
Freshsales
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros
sharing their opinions.
Quick Links
Learn More: Questions:
- Should we choose Salesforce, SAP CRM, Sugar CRM, inContact, Vocalcom, Oracle RightNow or build our own custom app?
- What are the biggest reasons for migrating to Salesforce from other CRMs?
- What are the pros and cons of MS dynamics vs. Salesforce CRM?
- Salesforce.com is positioned in the Leaders Quadrant in the 2014 Gartner report. What are your experiences with it?
- Cost Comparison between using CRM SAP vs Salesforce vs Pega
- Can I move Salesforce to Cloud Foundry without refactoring?
- Looking for a CRM that would best integrate with Office 365
- When evaluating CRM, what aspect do you think is the most important to look for?
- Interested in integrating Dynamics CRM integrated with back end system, has anyone done this?
- What are the biggest reasons for migrating to Salesforce from other CRMs?