James Armitage - PeerSpot reviewer
Solution Engineer at Teradata Corporation
Real User
Shortens the sales lifecycle and helps to manage the pipelines
Pros and Cons
  • "The most significant features of Salesforce Sales Cloud that boosted our sales productivity are workflow management and integrated commentary. Workflow management allows us to progress from exploration and qualification to closing a sale. The integrated commentary feature lets us open conversation threads around a sale and bring in team members, enhancing collaboration."
  • "One consistent comment about the product internally is that it has a steep learning curve, especially for some sales executives. Simplifying the interface would be a big leap forward. Like a chatbot, fewer clicks and more direct AI interaction could help. A simplified interface with AI support would make things much easier. We need an AI feature like ChatGPT that helps us to hold conversations."

What is our primary use case?

We use the tool to manage our sales pipeline and life cycle.

What is most valuable?

The most significant features of Salesforce Sales Cloud that boosted our sales productivity are workflow management and integrated commentary. Workflow management allows us to progress from exploration and qualification to closing a sale. The integrated commentary feature lets us open conversation threads around a sale and bring in team members, enhancing collaboration.

The tool's reporting feature is also good, giving an idea of the number of open leads. We do benefit from automated alerting and reporting. This automation ensures we are automatically notified if something changes or an event occurs.

What needs improvement?

One consistent comment about the product internally is that it has a steep learning curve, especially for some sales executives. Simplifying the interface would be a big leap forward. Like a chatbot, fewer clicks and more direct AI interaction could help. A simplified interface with AI support would make things much easier. We need an AI feature like ChatGPT that helps us to hold conversations.             

For how long have I used the solution?

I have been working with the product for five years. 

Buyer's Guide
Salesforce Sales Cloud
May 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: May 2024.
787,779 professionals have used our research since 2012.

What do I think about the stability of the solution?

I rate the product's stability a nine out of ten. 

What do I think about the scalability of the solution?

The solution is scalable. I rate it a ten out of ten. My company has around 7000 users. If we are more successful, we will increase our usage. 

How are customer service and support?

I haven't contacted the support yet. 

How was the initial setup?

I think the tool's setup experience is easier now because I know it, but initially, I found the learning curve quite steep. If I had to score it on complexity, with ten being easy, I'd probably rate it around six or seven.

There are many mouse clicks and things to be aware of, along with many controls. You can get stuck wondering why you can't move something from one stage to another. You get used to it over time, but the learning curve is steep.

What was our ROI?

I think Salesforce Sales Cloud has improved our control and visibility over the sales process, likely shortening our sales cycle. The workflow elements give us a better handle on the stages in the pipeline, helping sales executives focus on moving things along. This has sped things up compared to our previous sales life cycle.

What other advice do I have?

Learning how to use Salesforce Sales Cloud took me about three months. I quickly developed a core set of skills but kept finding useful features over time.

My advice for those looking to use Salesforce Sales Cloud is to invest time at the beginning to understand the key features and how to use them. People often try to learn it on the side, only doing things when necessary. Focusing on proper usage from the start will prevent many issues and save time.

I rate the overall product 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.
Flag as inappropriate
PeerSpot user
Amal John N]Hkjh - PeerSpot reviewer
Sales Executive at ZLight
Real User
Top 20
Allows to customize the sales process, easily adapts to our use cases but integration with other sales systems or clouds that are not powered by Salesforce is very hard
Pros and Cons
  • "When it comes to the lead management process, we track and evaluate the different stages and the challenges in each stage. It's so that the entire team has visibility of what's going on with each individual lead."
  • "It might be easier if there were better integration with other sales systems or clouds that are not powered by Salesforce. For example, when we work with partners, such as Amazon or any other major tech company, sometimes we collaborate to develop a sales lead."

What is our primary use case?

It's for managing the sales cycle.

How has it helped my organization?

When it comes to the lead management process, we track and evaluate the different stages and the challenges in each stage. It's so that the entire team has visibility of what's going on with each individual lead.

It has significantly impacted the sales cycle because we are able to get more precise updates, report back to our senior execs using the Salesforce stats, and make database judgments. So, it has shortened the sales cycle.

What is most valuable?

I like that I can customize the sales process to a particular team so that, based on whatever framework I use, I can significantly adapt sales. That's the security of the system.

What needs improvement?

It might be easier if there were better integration with other sales systems or clouds that are not powered by Salesforce. For example, when we work with partners, such as Amazon or any other major tech company, sometimes we collaborate to develop a sales lead. 

We use integrations between Salesforce instances so the partner can add opportunities to our account and vice versa.

The integration between systems used by different partners is very hard. So, that's something that can definitely be improved.

There are features I would like to see in future releases. It could give recommendations on what could be a possible next step and highlight important points; that's where AI would come in. If it sees patterns in sales and Sales Cloud could evaluate it and showcase to us how that sales cycle could be shortened – that would be a great feature.

For how long have I used the solution?

I have been using it for five years now. 

What do I think about the stability of the solution?

The solution is fairly stable. I have not faced any issues. 

I would rate the stability a ten out of ten.

What do I think about the scalability of the solution?

The solution adapts to our use cases. It's highly customizable, but you just need to know how to customize it.

I would rate the scalability an eight out of ten.

How was the initial setup?

I would rate my experience with the initial setup a six out of ten, with one being easy and ten being difficult. 

It's just a matter of enablement. Sometimes, when it comes to inputting data, it has to be in certain formats, and it doesn't work properly. When you convert it to a report, it doesn't display the report correctly, so you need to know exactly how it needs to be tailored.

What about the implementation team?

Our IT team deployed it.

What other advice do I have?

I would recommend having a good Salesforce administrator. Other than that, it's pretty easy to use. 

Overall, I would rate the solution a seven out of ten. I would recommend using it. 

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.
Flag as inappropriate
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
May 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: May 2024.
787,779 professionals have used our research since 2012.
Prince_Kumar - PeerSpot reviewer
Salesforce Release Engineer at Cognizant
Real User
Top 10
Helps capture, track, and manage leads throughout the sales process
Pros and Cons
  • "I've found lead management to be the most valuable feature of Salesforce Sales Cloud. It helps capture, track, and manage leads throughout the sales process. The tool is easy to learn."
  • "One aspect I find challenging with Salesforce Sales Cloud is its forecasting feature. While it's useful for analyzing sales data and predicting future revenue, I've encountered instances where the outcomes weren't as perfect as expected."

What is our primary use case?

We use Salesforce Sales Cloud for lead management, contact and account management, sales forecasting, collaboration, and workflow automation.

What is most valuable?

I've found lead management to be the most valuable feature of Salesforce Sales Cloud. It helps capture, track, and manage leads throughout the sales process. The tool is easy to learn. 

What needs improvement?

One aspect I find challenging with Salesforce Sales Cloud is its forecasting feature. While it's useful for analyzing sales data and predicting future revenue, I've encountered instances where the outcomes weren't as perfect as expected.

For how long have I used the solution?

I have been using the product for three years. 

What do I think about the stability of the solution?

I haven't encountered any bugs with the product. 

What do I think about the scalability of the solution?

The tool is scalable. My company has 35 users. 

How are customer service and support?

Whenever we encounter issues or have questions regarding the product, we contact their support team by creating a ticket. They are always ready to assist us. 

How would you rate customer service and support?

Positive

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

Our organization decided to go with Salesforce Sales Cloud because it provides all the features we need to offer to our customers.

How was the initial setup?

The tool's deployment is easy. 

What other advice do I have?

I rate the overall product a nine out of ten. 

Disclosure: My company has a business relationship with this vendor other than being a customer: customer/partner
Flag as inappropriate
PeerSpot user
Director of Logistics at a computer software company with 10,001+ employees
Real User
Lightweight with respect to resource usage, and relatively easy to use
Pros and Cons
  • "This product is lightweight."
  • "The user interface could be more intuitive. I had some challenges with how to convert from a lead to an opportunity."

What is our primary use case?

I am a salesman with a systems integrator we use Salesforce Sales Cloud as our CRM solution.

What is most valuable?

As a CRM, it's relatively easy to use.

This product is lightweight.

What needs improvement?

The user interface could be more intuitive. I had some challenges with how to convert from a lead to an opportunity. It may have been due to our configuration, rather than the software, but I did not find it was intuitive.

Assigning team members to a deal is something that I found challenging.

It offers some level of integration with LinkedIn, although closer integration with LinkedIn would be good. On top of that, having tighter integration with other tools, like Franklin Covey or Miller Heiman would be good.

For how long have I used the solution?

I have been working with Salesforce Sales Cloud for approximately five years, on and off.

What do I think about the stability of the solution?

This solution is super stable.

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

I've used a couple of other CRM solutions.

At a recent company, I used Siebel for a couple of years and it was very clunky. Anytime I wanted to use it, it would consume a lot of resources on my computer and it took a long time to load up. I haven't experienced that at all with Salesforce Sales Cloud.

What other advice do I have?

Any of the limitations that I've felt when using this product could be due to our configuration, and not necessarily due to the software itself.

This is a product that I would recommend. The only thing that I would suggest is that if somebody is going to implement it, then what they need to do is collect more feedback and more input from different levels of sales leaders beforehand.

I would rate this solution a nine 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:
PeerSpot user
Tech Architect at Provar
Real User
Top 20
Learning to use the product can be an easy task for beginners
Pros and Cons
  • "The tool is very good in terms of stability, support, and features."
  • "The product lacks to offer some AI capabilities."

What is our primary use case?

The solution is for companies to manage the sales part. With the tool, companies can create context, needs, opportunities, and whatever they are gathering. Companies can collect whatever information they want and they can manage their space, keep proper tracking reports, and everything in Salesforce Sales Cloud.

What is most valuable?

In terms of the best features offered by the product and depending on what our company's customers feel about the solution, I can say that the tool is very easy to use and user-friendly. The tool has wide community support. Salesforce has its own courses and everything to make one learn about their products.

What needs improvement?

There is nothing that comes to my mind when I think about what needs improvement in the product since it does everything perfectly.

The product lacks to offer some AI capabilities. With a lot of AI capabilities that are available nowadays, I would want some of them to be added to the product since it can make the lives of its users easy by allowing them to use the features they want.

For how long have I used the solution?

I have experience with Salesforce Sales Cloud. My company has a partnership with Salesforce.

What do I think about the stability of the solution?

It is a very stable solution. Salesforce has its own team to test its products. The tool is very good in terms of stability, support, and features. I have never had any complaints about the product.

What do I think about the scalability of the solution?

It is a very scalable solution.

My company deals with Salesforce's automation products, and everyone uses Salesforce Sales Cloud.

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

I use Provar, which is Salesforce's test automation solution. My job profile involves more testing, and what our company's customers do is that they test Salesforce implementation for their internal implementations or for what they have implemented in Salesforce. In my company, we have a very diverse portfolio in terms of customers, as some use Salesforce Experience Cloud, while others use Salesforce Marketing Cloud or Salesforce Sales Cloud. I have experience with almost every tool from Salesforce since I have dealt with multiple solutions depending on customer's requirements. If you ask me what feature I am using in the tool specifically, I would say that I have touched almost every other feature offered by different tools offered by Salesforce.

How was the initial setup?

As Salesforce offers its tools on the cloud, the product's initial setup phase is very easy because you have to kind of create a user account and get a license according to the features you want to use, which is easy. There is nothing complex with the tool's installation, as everything is on the cloud and is very easy to use.

What other advice do I have?

Learning to use the product is an easy task, especially since Salesforce has a lot of its own learning processes in place, which can make one capable enough to start working on Salesforce.

I don't have experience with the mobile accessibility of Salesforce Sales Cloud since I don't use it.

I rate the tool a ten out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: customer/partner
Flag as inappropriate
PeerSpot user
MarwanRefaey - PeerSpot reviewer
Senior Sales Director at Comviva
Real User
Top 20
Easy to use, reporting is easy, and helps manage sales processes
Pros and Cons
  • "The reporting is easy and helpful."
  • "The product is not stable when enhancements are done to the cloud."

What is our primary use case?

We use the solution to manage our sales processes.

What is most valuable?

The reporting is easy and helpful.

What needs improvement?

The product is not stable when enhancements are done to the cloud.

For how long have I used the solution?

I have been using the solution for three to four years.

What do I think about the stability of the solution?

I rate the tool’s stability a nine out of ten.

What do I think about the scalability of the solution?

I rate the tool’s scalability a ten out of ten. We have 100 users in our organization. We use the product twice or thrice a week.

Which other solutions did I evaluate?

Salesforce is a huge competitor of Microsoft and other solution providers. We chose Salesforce Sales Cloud because it is quick to launch. We could start working with it immediately.

What other advice do I have?

I did not face any major issues. I recommend the solution to others. It is easy to use. Overall, I rate the product an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
Flag as inappropriate
PeerSpot user
SonuKumar - PeerSpot reviewer
System Administrator at Logic Planet Inc
Real User
Top 10
Excellent for managing campaigns effectively
Pros and Cons
  • "The features of Sales Cloud most useful for testing and running email campaigns are highly valuable."
  • "Sales Cloud could improve in areas such as AI integration, particularly for templates."

What is our primary use case?

Sales Cloud helps me manage and track my sales pipeline effectively. It is a CRM system that integrates with other systems for comprehensive sales management.

How has it helped my organization?

Sales Cloud has positively impacted lead generation and conversion rates. It enhances lead generation efficiency and tracks lead from various sources and campaigns effectively, ensuring a high level of reliability in lead acquisition and conversion.

What is most valuable?

The features of Sales Cloud most useful for testing and running email campaigns are highly valuable. The CRM system is excellent for managing campaigns effectively. I also find Salesforce security authentication very good.

What needs improvement?

Sales Cloud could improve in areas such as AI integration, particularly for templates.

What do I think about the stability of the solution?

I would rate the stability of Sales Cloud as a six out of ten.

What do I think about the scalability of the solution?

I would rate the scalability of Sales Cloud as a five out of ten. My clients who use it are mostly enterprise businesses.

How was the initial setup?

I would rate the easiness of the initial setup as a ten out of ten. It is very easy. The implementation of Sales Cloud took approximately four months.

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

Salesforce is good value for money, but compared to the market, it is relatively high-priced.

What other advice do I have?

The AI functionality built into Salesforce is good. It was not available when I first started using Salesforce.

Using the Sales mobile app has many benefits. I have used it, and it is great for accessing Salesforce on the go.

Integrating Sales Cloud with other Salesforce products or third-party applications has been good.

I would recommend Salesforce to others, especially for its effectiveness as a CRM system. It stands out compared to other software, particularly in India.

Overall, I would rate Salesforce Sales Cloud as an eight 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
Flag as inappropriate
PeerSpot user
Prince Barai - PeerSpot reviewer
Back End Developer at Agnos Inc.
Real User
Top 5
Easy to develop and provides good reliability and security
Pros and Cons
  • "Salesforce Sales Cloud is very reliable and provides good stability and security."
  • "The solution's customer support is not so good."

What is our primary use case?

We used Salesforce Sales Cloud to build a solution in the healthcare industry, where customers can log in and see patient's health data and a couple of related inferences. They can also see the previous encounters we had with their provider.

What is most valuable?

It is very easy to develop things and scale up the solution, saving time and resources. The solution is easy to debug, and everything is in a single interface. Salesforce Sales Cloud is very reliable and provides good stability and security.

What needs improvement?

Sometimes, we are confused about which Salesforce solutions to use for which purpose. The solution's customer support is not so good. It takes a lot of time to reach the support team, get some clarifications, or discuss with the Salesforce team, which is a horrible experience.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for four years.

What do I think about the stability of the solution?

Salesforce Sales Cloud is a stable and reliable solution.

What do I think about the scalability of the solution?

Many teams in our organization are using Salesforce Sales Cloud. Around 10 to 20 people in our team are using the solution. Around 5,000 to 10,000 people are using the solution in our entire organization.

How was the initial setup?

The initial setup of the solution is intermediate, which is neither difficult nor easy.

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

Salesforce Sales Cloud is an expensive solution.

What other advice do I have?

Salesforce Sales Cloud is deployed on the Salesforce cloud. Our company decided to use Salesforce Sales Cloud because they wanted to upgrade their tech stack, and Salesforce was the safer choice. Salesforce Sales Cloud is easy to maintain.

New users should go through the courses Salesforce provides to understand what they can build and cannot do using the solution. Users should be clear about what they want before using the solution. The mobile accessibility of Salesforce Sales Cloud is easy and has improved over the years.

Overall, I rate the solution an eight out of ten.

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