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reviewer2395704 - PeerSpot reviewer
SF Pardot admin at a tech services company with 51-200 employees
Real User
Top 20
Provides good reporting and helps improve sales
Pros and Cons
  • "The most valuable features of the solution are reporting and dashboards."
  • "The solution's scalability has some limitations."

What is our primary use case?

We can store our leads and track the sales. We can store objects like contacts, opportunities, and accounts in our Salesforce database. It will help to close deals faster. Suppose a contact is interested in purchasing something. That information is stored in the Salesforce database, and you can track the current level of contact.

For example, before they sign the deal, the contact wants some discount. You can see this data, know the sales process, and close the deal easily. One advantage of the solution is that it helps to improve our sales.

What is most valuable?

The most valuable features of the solution are reporting and dashboards. You can easily compare how many products were sold last year and this year.

What needs improvement?

The solution's scalability has some limitations.

For how long have I used the solution?


Buyer's Guide
Salesforce Sales Cloud
November 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
824,053 professionals have used our research since 2012.

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?

The solution's scalability has some limitations. If you want to add more users, you need to purchase or subscribe to the advanced version. Some big organizations purchase an unlimited edition, which allows more than 1,000 users. Only a few people can use the basic version.

How are customer service and support?

The technical support team is available 24/7, and I am satisfied with the technical support for the solution.

What other advice do I have?

I would recommend the solution to other users.

Overall, I rate the solution a nine out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: customer/partner
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reviewer1464810 - PeerSpot reviewer
Senior Director Product Management at a computer software company with 51-200 employees
Real User
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: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Buyer's Guide
    Salesforce Sales Cloud
    November 2024
    Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: November 2024.
    824,053 professionals have used our research since 2012.
    Consultant at a tech consulting company with 1-10 employees
    Real User
    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.
    PeerSpot user
    PeerSpot user
    IT Leader at a tech services company with 1,001-5,000 employees
    Consultant
    Simple, intuitive, user friendly software with certain challenges in digitizing complex business processes around CRM

    What is most valuable?

    Chatter, Mobile Platform along with Mobile Push, Salesforce synchronization for MS Outlook, simple & smart analytic dashboard

    How has it helped my organization?

    User Adoption has improved a lot resulting in improvement of Data quality & ROI of Software.

    What needs improvement?

    Need to make complex CRM processes as Out of Box features, Address interface challenges between Salesforce and On-premise enterprise Software, Lot of dependency on affiliate software such as Service Max & Marketo

    For how long have I used the solution?

    7 years

    What was my experience with deployment of the solution?

    Digitizing complex business process around Sales (Multiple layer of approvals), building complex dash board consolidating Sales, Marketing data (Marketing ROI), building interface between Salesforce and On-premise enterprise software.

    What do I think about the stability of the solution?

    Yes. In Data synchronization & Replication.

    What do I think about the scalability of the solution?

    Yes, when we moved beyond 3000 seats, we had challenges in meeting some Performance & Scalability standards.

    How are customer service and technical support?

    Customer Service:

    I would rate them 7 out of 10.

    Technical Support:

    I would rate them 6 out of 10.

    Which solution did I use previously and why did I switch?

    Yes, I used Siebel & we switched to have better user adoption and better manage the cost of ownership of CRM software.

    How was the initial setup?

    Initial setup was easy however we faced a lot of difficulty when we tried to interface it with other enterprise applications.

    What about the implementation team?

    Our business was a mixed one i.e. combination of in-house & vendor team. Initially, we had a lot of challenges in terms of scaling up vendor team.

    What was our ROI?

    Unfortunately, we don't have a comprehensive way to capture ROI however we can observe both tangible & intangible benefits of using Software (Better user adoption, simplified data entry, better decision making through alerts of software, etc.)

    What's my experience with pricing, setup cost, and licensing?

    Setup cost was way higher than expected. We spent close to $1.5 million on setup including interfaces for 3000 seats. Our d-d cost is approx 900k.

    Which other solutions did I evaluate?

    Yes, we evaluated SAP CRM, Oracle On-demand and Siebel

    What other advice do I have?

    I strongly recommend it for a small to mid size company.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Adam Gazzaz - PeerSpot reviewer
    Strategic Deals Consultant - Service Provider at Cisco
    Real User
    Simple dashboard creation, useful reports, and helpful support
    Pros and Cons
    • "Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications."
    • "When integrating Salesforce Sales Cloud with other applications it can be difficult to maintain security."

    What is our primary use case?

    We are using Salesforce Sales Cloud to create opportunities and tickets. We are updating the information and running reports.

    What is most valuable?

    Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications.

    What needs improvement?

    When integrating Salesforce Sales Cloud with other applications it can be difficult to maintain security.

    The next release of Salesforce Sales Cloud should add better integration with communication systems, such as Webex.

    For how long have I used the solution?

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

    What do I think about the stability of the solution?

    The stability of Salesforce Sales Cloud is good.

    What do I think about the scalability of the solution?

    Salesforce Sales Cloud is scalable.

    We have approximately 1,000 users using this solution. We have plans to increase usage in the future.

    How are customer service and support?

    The support from Salesforce Sales Cloud is very helpful.

    Which solution did I use previously and why did I switch?

    In my previous company, I used an in-house built CRM system.

    What about the implementation team?

    We use ten technicians that support Salesforce Sales Cloud.

    What other advice do I have?

    I would highly recommend this solution to others.

    I rate Salesforce Sales Cloud a nine out of ten.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    MADHAV CHABLANI - PeerSpot reviewer
    Consulting Chief Information Officer at Tippingedge
    Real User
    Top 5Leaderboard
    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: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Delivery Manager at kbtg
    Real User
    Good reporting for tracking as well as costing leads, and it scales well, but it is expensive
    Pros and Cons
    • "Salesforce Sales Cloud is a stable solution."
    • "I would like to see a more affordable licensing model."

    What is our primary use case?

    Salesforce Sales Cloud is used for selling, tracking leads, verifying customer information, scheduling appointments, visiting customers, and costing leads.

    Open the case to the back end for something that cannot be done in the front end. Perhaps we have a case open to the back end.

    What is most valuable?

    For a user, it's okay.

    What needs improvement?

    The cost could be lower. I would like to see a more affordable licensing model.

    For how long have I used the solution?

    I have been working with Salesforce Sales Cloud for four or five years.

    We are using the latest 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 is scalable but requires additional licenses. At times we cannot scale for some users because of the license, and the cost.

    We have more than 100 users in our organization.

    How are customer service and support?

    I have not contacted technical support.

    Which solution did I use previously and why did I switch?

    We use RPA products in our organization such as Kryon.

    I believe, is from the user's perspective, in our bank, the user will be the, and not the developer; we empower the user in the operation to try to record robotics by themselves, not the IT team, or the developer. As a result, the user can show the client because it is simple to use for any user.

    How was the initial setup?

    I was not involved in the initial setup.

    What about the implementation team?

    The vendor handles the maintenance of the solution.

    What's my experience with pricing, setup cost, and licensing?

    We pay a yearly subscription fee.

    What other advice do I have?

    I'm not sure about Salesforce, but the user side is similar to an app with this solution. That is acceptable from an IT standpoint. Actually, I'm not involved in this project very much, so I'm not sure what the issues are. I'm only in charge of RPA, not CRM, so I'm not sure.

    I would rate Salesforce Sales Cloud a seven out of ten.

    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: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Salesforce consultant - IT manager at Gegobyte Ltd
    Consultant
    Flexible and scalable with great customization
    Pros and Cons
    • "Suitable for all sizes of organizations."
    • "Amount of storage provided is limited."

    What is our primary use case?

    My main use case for this solution is for the sales and marketing team to gather leads and convert them to accounts. Using Salesforce, they gather information and log calls, texts, and meetings. We also use Salesforce to set up price books.

    How has it helped my organization?

    Salesforce has been very useful during the COVID-19 pandemic, as its database contains all our customer history, so we were able to maintain our customer relationships.

    What is most valuable?

    The most valuable feature Sales Cloud provides is that it allows teams to convert leads to opportunities and accounts. We can use its forecasting feature to tell us the expected sales volume and its target feature to see how the pipeline is forecasting. The dashboard also allows managers to monitor their teams' performance.

    What needs improvement?

    An area for improvement would be to open the door for other partners to develop interfaces for software integration. In addition, the amount of storage provided is limited, so the product is less cost-effective when working with larger amounts of data.

    What do I think about the scalability of the solution?

    This solution is very easy to scale, thanks to the processes builder and the automation process builder. We can scale and customize the solution as we want, according to the business.

    How are customer service and support?

    I'm very satisfied with the technical support.

    How was the initial setup?

    The initial setup was fairly complex as there is a full cycle of operations to consider when deploying.

    What about the implementation team?

    I implemented through an in-house team.

    What's my experience with pricing, setup cost, and licensing?

    There are a variety of licenses available depending on the customer's needs. Implementation and add-ons may be additional costs.

    What other advice do I have?

    Salesforce is very flexible and provides developmental tools in case you have special requirements. I think this is a very, very good product that can help many organizations to achieve success, and that is suitable for all sizes of organizations. I would recommend not going with every feature, as this is a wide and flexible product, so get to know the product before implementing it. I would rate this solution as ten out of ten.

    Which deployment model are you using for this solution?

    Private Cloud
    Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
    PeerSpot user
    Buyer's Guide
    Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
    Updated: November 2024
    Buyer's Guide
    Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.