Developer at a financial services firm with 501-1,000 employees
Excellent cloud
What is most valuable?
Simple cloud interface for CRM systems. Easy to integrate a wide range of data integration tools.
What needs improvement?
Backend database is not compatible with all SQL standards. Slow while loading bulk data.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Account Executive, Enterprise at a tech vendor with 501-1,000 employees
Easy to set up, stable, and does what it's supposed to do with relatively little intervention
Pros and Cons
- "Contact records are most valuable."
- "Its reporting capabilities can be improved. Its reporting interface should be improved to personalize reports."
What is our primary use case?
We're using it for tracking sales opportunities and networking with prospects that we're trying to establish business with.
We're leveraging Salesforce's cloud, and we're logging in with our own individual IDs.
What is most valuable?
Contact records are most valuable.
What needs improvement?
Its reporting capabilities can be improved. Its reporting interface should be improved to personalize reports.
Shortcut keys for us diehard shortcut key people would probably be helpful. We should be able to perform actions with shortcut keys.
For how long have I used the solution?
I've been using Salesforce for years. It has easily been a decade-and-a-half.
What do I think about the stability of the solution?
It's very stable.
What do I think about the scalability of the solution?
It's very scalable. In terms of its users, there are different levels of salespeople inside sales and outside sales. There are about 100 or so users in the company.
How was the initial setup?
It's pretty straightforward for me.
What other advice do I have?
I would advise others to just do their due diligence. I would rate it an 8 out of 10. It does what it's supposed to do with relatively little intervention on my part where I don't have to completely think about everything every step of the way. So, it's more or less intuitive.
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.
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April 2024
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Implementation Engineer at a tech vendor with 201-500 employees
Excellent solution for ticketing with great reporting facilities
Pros and Cons
- "The most valuable features are the reporting and the custom codes."
- "Sometimes they refresh the production environment, which can be a bit of a challenge."
What is our primary use case?
My primary use of Sales Cloud is for reporting and ticketing - whenever a customer sends an issue by email, the ticket is created based on the email itself. We also use the Einstein Analytics feature to see how many deals are open or closed and the status of each customer's tickets.
What is most valuable?
The most valuable features are the reporting and the custom codes.
What needs improvement?
Sometimes they refresh the production environment, which can be a bit of a challenge.
For how long have I used the solution?
I've been using Sales Cloud for seven years or so.
What do I think about the stability of the solution?
Sales Cloud is a stable solution.
What do I think about the scalability of the solution?
Sales Cloud is scalable.
How are customer service and support?
The technical support team is very cooperative, and I'm satisfied with their service.
How was the initial setup?
The setup is very straightforward because it's a cloud-based product, so all you need is your ID and to register it
What's my experience with pricing, setup cost, and licensing?
Sales Cloud is quite expensive.
What other advice do I have?
I would rate this solution as ten 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.
Principal Oracle CX Cloud Consultant at Rapidflow Inc - Supply Chain, Logistics, PLM, Cloud
The bulk edit page is nice for creating multiple users at once with the most basic information.
Valuable Features:
You can have non-sales and marketing personnel using Chatter without driving up licensing cost.
The bulk edit page is nice for creating multiple users at once with the most basic information.
Room for Improvement:
The integration piece is missing.
Salesforce has a integration capability, but the moment we say integration, it's categorized into the following types:
- Synchronous and Asynchronous integration
- Hybrid integration: direct and middleware based
- Cloud-to-Cloud integration such as Salesforce.com to RightNow
So my point was whether Salesforce has the mentioned integration capabilities or not and answer is always the same -- it depends.
In such cases, we have to consider integration from the beginning and what kind of legacy systems we have and what the architectures of the current accounting system are, etc.
But also have to recognize that simply because we use a legacy system from a vendor who has a Salesforce too, that doesn't mean it integrates all that easily.
For Salesforce.com products to truly add business value to the enterprise, integration is thus crucial.
The increasing shift toward hybrid architectures, moreover, means that integration solutions must be able to seamlessly connect Salesforce.com with other SaaS applications and on-premises legacy systems.
And here, based on my past experience, I can say that Salesforce still have room for integration improvements.
Deployment Issues:
We've had no issues with deployment.
Stability Issues:
We've had no issues with stability.
Scalability Issues:
We've had no issues with scalability.
Disclosure: My company has a business relationship with this vendor other than being a customer: We're partners.
Recruiter at a recruiting/HR firm with 51-200 employees
It helps us track our business processes, but the user experience could be better
Pros and Cons
- "Salesforce helps up keep track of candidates."
- "I think the user experience could be improved. I would like the user interface to be a bit more user-friendly and modern."
What is our primary use case?
Generally speaking, Salesforce is for tracking all the processes within the company. We use Salesforce to keep track of candidates and provide an overview of what's happening in the company. It can also tell you what your colleagues are doing.
What is most valuable?
Salesforce helps up keep track of candidates.
What needs improvement?
I think the user experience could be improved. I would like the user interface to be a bit more user-friendly and modern.
For how long have I used the solution?
We've been using Salesforce for about five months.
What do I think about the stability of the solution?
Yeah
What do I think about the scalability of the solution?
I think Salesforce is scalable. We have almost 2,000 users.
What other advice do I have?
I would rate Salesforce Cloud six out of 10. I'm not sure if I would recommend it. I guess it depends on what you're using it to do. I don't know if it's the best, actually. Maybe I would say no. It's like asking me, "Would you recommend a bike?" If it's a flat street, yes.
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.
CIO and Principal Research Analyst at Nemertes Research
Good integration and vast functionality has allowed us to consolidate solutions
Pros and Cons
- "The most valuable features are custom objects, custom workflows, triggering, and integration with other SaaS solutions."
- "The cost of this solution could be improved."
What is our primary use case?
We primarily use this solution for CRM, process automation, and our operational database.
How has it helped my organization?
It has allowed us to bring together functions previously spread across many other packages.
What is most valuable?
The most valuable features are custom objects, custom workflows, triggering, and integration with other SaaS solutions.
What needs improvement?
The cost of this solution could be improved. It is pricey, although worth it now that they have bumped up default storage amounts.
For how long have I used the solution?
We have been using Salesforce Sales Cloud for eight years.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Technical Lead, Data and Business Intelligence at a tech vendor with 501-1,000 employees
Our sales team can manage and track their workloads and pipelines easier, although there are minute details to deal with during implementation.
What is most valuable?
All the features of this product are valuable to me.
How has it helped my organization?
It helps our sales organization manage their workload, manage their sales pipeline, and our execs can track performance and perform all relevant sales functions.
What needs improvement?
I cannot think of anything right now.
For how long have I used the solution?
I've used it for four to five years.
What was my experience with deployment of the solution?
As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.
What do I think about the stability of the solution?
As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.
What do I think about the scalability of the solution?
As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.
How are customer service and technical support?
Customer Service:
5/10.
Technical Support:5/10.
Which solution did I use previously and why did I switch?
No previous solution was used.
How was the initial setup?
It was straightforward.
What about the implementation team?
We did it in-house, but I would suggest enterprise companies to use a vendor team, as there are a lot of minute details with Salesforce. Experienced vendors will help you harness the real power of Salesforce using industry practices and previous experience.
What's my experience with pricing, setup cost, and licensing?
I am a technical person and do not look at those details.
What other advice do I have?
Cloud computing is the future. Many companies are jumping on the Salesforce bandwagon as it integrates and works well seamlessly with other cutting edge technologies.
Disclosure: My company has a business relationship with this vendor other than being a customer: We're a Global Strategic partner.
Sales with 501-1,000 employees
Very satisified with this solution but alarms for overdue tasks needs improvement
What is most valuable?
I really like the Sales and Marketing related tabs as there is Leads, Accounts, Opportunities, Reports and the very practical and self-explaining use of Salesforce. The Software offers a nice overview and doesn't let you forget about any planned or scheduled tasks with reminder functions as well.
How has it helped my organization?
Salesforce helps me very well organizing my daily tasks and shows me an overview what I have reached every day or offers me reports which can be easily created and saved for my personal way of working.
What needs improvement?
They should think about introducing some sort of fire system (colours: green - yellow - red) to set alarms of overdue tasks.
For how long have I used the solution?
Since May 2013, every day
What was my experience with deployment of the solution?
None
What do I think about the stability of the solution?
One day in the morning it broke, but the support team quickly helped me get back to speed with it.
What do I think about the scalability of the solution?
None
How are customer service and technical support?
Customer Service:
I'd give it an A - perfectly satisfied
Technical Support:I'd give it an A
Which solution did I use previously and why did I switch?
Oracle Siebel, Update seven and others - all of them not very practical, no real overview or easy way of handling. It took much longer to become acquainted with these systems.
How was the initial setup?
Absolutely straightforward - no difficulties there as far as I learned from our IT team
Which other solutions did I evaluate?
I was lucky not to need to evaluate other solutions, as my company chose this product.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Good morning Alin,
Unfortunately we still don't know the reason for this break-down! But I got support the very same day.
BR,
Stefanie
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Hi Prashant,
I look forward to the input from your SFDC team. As per Oracle Sales Cloud, I'd love to learn more about your experience with the solution so far, and how your experience has progressed, especially since this past May when you wrote this review:
www.itcentralstation.com
For example, re: the points you listed under 'Room for Improvement', have you seen any maturation within the data import process in the past few months? How about the other features you listed?