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Tech Lead at a tech vendor with 10,001+ employees
Real User
Top 20
Developer-friendly, easily integrates with other systems, and provides excellent approval workflows
Pros and Cons
  • "The integration with other systems is easy."
  • "The tool must allow developers to check logs."

What is our primary use case?

We use the tool mainly for customer data management. We create accounts and contacts.

What is most valuable?

The solution has a lot of features. The solution provides a lot of REST APIs to handle the data. The integration with other systems is easy. The tool provides approval workflows for each opportunity. We can also generate leads through the product. We can configure a lot of approvals at different stages. The approval workflows are very good. I like them the most. It is a developer-friendly application. We can learn it quickly.

What needs improvement?

Since it is a cloud-based product, we don't have access to the backend. So, it is difficult for the developers. If something is wrong, I cannot check the backend. We have to raise an SR, and the support team provides us with logs. The tool must allow developers to check logs. If the vendor gives options to download the logs, it will help us analyze the issues.

For how long have I used the solution?

I have been using the solution for six years.

What do I think about the scalability of the solution?

We have 50 to 100 users.

How was the initial setup?

The product is deployed on Oracle Cloud. The installation can be done manually, or we can use Import and Export. Import and Export options must be more mature and stable. The deployment fails abruptly sometimes for unknown reasons. So, we end up doing it manually.

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

The solution is reasonably priced compared to other tools.

What other advice do I have?

We also use Oracle for service request management. The customers raise service requests, and the agents track them and resolve the issues. I will recommend the tool to others. Overall, I rate the product an eight out of ten.

Disclosure: My company has a business relationship with this vendor other than being a customer: customer/partner
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SonuKumar - PeerSpot reviewer
System Administrator at Logic Planet Inc
Real User
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
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