We are using Salesforce Sales Cloud to create opportunities and tickets. We are updating the information and running reports.
Strategic Deals Consultant - Service Provider at Cisco
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?
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.
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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.
Delivery Manager at kbtg
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.
Buyer's Guide
Salesforce Sales Cloud
December 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: December 2024.
831,265 professionals have used our research since 2012.
Consulting Chief Information Officer at Tippingedge
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.
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.
Chief Technical Lead at Human Code
A very stable and simple solution with most of the functionality wanted in sales
Pros and Cons
- "I would recommend Sales Cloud for anyone who has a sales team that needs to be optimized and for any size of enterprise."
- "An area for improvement would be the ease of configuration."
What is our primary use case?
I mainly use this solution for optimizing sales and sales teams.
What needs improvement?
An area for improvement would be the ease of configuration.
For how long have I used the solution?
I've been working with Sales Cloud for eight years.
What do I think about the stability of the solution?
Sales Cloud is very stable and simple and has most of the functionality people want in sales.
What do I think about the scalability of the solution?
Sales Cloud is scalable.
How are customer service and support?
Salesforce's technical support could be improved.
How was the initial setup?
The initial setup can be very simple or very complex, depending on the business.
What's my experience with pricing, setup cost, and licensing?
Sales Cloud is expensive.
What other advice do I have?
I would recommend Sales Cloud for anyone who has a sales team that needs to be optimized and for any size of enterprise. I'd rate it as eight out of ten.
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: Implementer
Analyst at a tech services company
Allows our team to track important information such as the conversion of leads and opportunities
Pros and Cons
- "Different leads and fields can be utilized inside of Salesforce, using the Sales Path to follow those specific leads, and what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface."
- "Applications that can help with migrating data over from the sandbox to production would make it easier because sometimes change sets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production."
What is our primary use case?
I use Sales Cloud quite often through an apprenticeship I am doing at a non-profit organization. I do utilize Sales Cloud often, and practice using Trailhead. I also use Sales Cloud with the Nonprofit Success Pack, or anything pertaining to that. We also make use of the Education Data Architecture. I have used Sales Cloud in the past as an administrator.
How has it helped my organization?
Sales Cloud really helps to point out different numbers for our company in terms of what converts or what doesn't. Different leads and fields can be utilized inside of Salesforce, using Sales Path to follow those specific leads, and it demonstrates what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface. I think that's fundamental, especially for users or individuals that don't know how to use Salesforce. It's easier to track. The page layouts are pretty good for users as well, to track those numbers.
What is most valuable?
I would say Sales Path is something that I do like to use to track leads and opportunities. It's a pretty cool feature to use inside of Sales Cloud. Different fields inside of Sales Cloud have pretty cool features in Salesforce too.
What needs improvement?
There are different applications that can definitely help leverage Salesforce when it comes to data management. Importing and exporting different applications can be used to help that process.
In addition, applications that can help with migrating data over from the sandbox to production would make it easier because sometimes changesets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production.
Sometimes uploading and making changes to processes can be a little slow.
The implementation of automated processes could be a little bit better understood.
What do I think about the scalability of the solution?
It is a scalable solution.
Which solution did I use previously and why did I switch?
We previously used a Microsoft platform.
How was the initial setup?
It wasn't easy. The difficulty was in tracking the changes that were made inside of the Sandbox, and then trying to put all the changes into a changeset into production. There were certain fields that you needed to have inside the changeset that wasn't there, so it made it a hassle to deploy.
It took a couple of days to deploy.
What about the implementation team?
It was implemented in-house. There were about three people that were involved with deployment.
What was our ROI?
We track changes inside of the platform and they are major programs that help the non-profit to run and complete their mission and vision.
What's my experience with pricing, setup cost, and licensing?
Salesforce Sales Cloud is reasonably priced.
What other advice do I have?
I would recommend getting assistance from people that know what they're doing in Salesforce. They should get a good idea of what the client wants and take it from there.
I would rate it an eight out of ten. The implementation of automated processes could be a little bit and better understood.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Commercial & Enterprise Account Executive, Sub-Saharan Africa at New Relic Inc
Multifeatured CRM solution with good performance; used for managing opportunities and revenue, and reviewing leads
Pros and Cons
- "CRM solution that performs well. It's multifeatured, so you can use it for different activities such as managing opportunities, managing revenue, reviewing leads, etc."
- "Salesforce Sales Cloud needs a more user-friendly interface."
What is our primary use case?
I use Salesforce Sales Cloud for managing opportunities. I also go through leads on it. I also use it for managing the revenue generated from my book of business. I also use its dashboard.
What is most valuable?
I like that Salesforce Sales Cloud performs really well. I have no problem with its performance. I also find it extensible.
What needs improvement?
What I'm expecting from Salesforce Sales Cloud is a more user-friendly interface. It's what could be improved in the solution.
For how long have I used the solution?
I've been dealing with Salesforce Sales Cloud for four and a half years.
What other advice do I have?
I'm a salesperson and I'm using Salesforce Sales Cloud, e.g. it's what we're using in our company currently. We're using the latest version. It's a cloud-based solution.
I didn't find any issues with the solution. I don't have any negative feedback about it.
I'm a user, not an admin of Salesforce Sales Cloud, so I wasn't part of the process of setting it up, but I could access the solution without any issue.
I would assume there is over 1,500 people who use the solution within the company, and it's being used extensively. I'm not aware of how many people handle the deployment and maintenance of Salesforce Sales Cloud, as I'm not involved in those processes.
I never needed technical support for the solution, because I never had any issues to complain about.
I'm recommending Salesforce Sales Cloud to others, without doubt.
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.
IT Leader at a tech services company with 1,001-5,000 employees
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.
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