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VINICIUS STRACK - PeerSpot reviewer
Enterprise Architect at Olist Digital
Real User
Top 5Leaderboard
Easy to use and enables users to track campaigns, but the cost of building integrations is high
Pros and Cons
  • "The solution is easy to use."
  • "Salesforce must build some connectors and features to make integrations easier."

What is our primary use case?

The main use case of the solution is to create tasks and flows. The sales team uses Salesforce Sales Cloud to do the tasks and assign them to campaigns and managers.

What is most valuable?

The main benefit of the product is that it provides a 360-degree view of the customers. We can integrate all the data, get the visions, and establish analysis. The solution is easy to use. The product helps get metrics from the sales team, contact the customers, and see whether the features in the products are doing well.

If a customer is not in the report, we cannot see these aspects and place some tasks on the sales team. Tracking the campaigns, the return of the contacts, and how a contact becomes a sale is the main benefit. The strategy is based on market analysis.

What needs improvement?

The cost of building integrations is the main challenge we face. We hired a Salesforce integrations partner so that we do not overload our team. It's very costly and takes a lot of time to do. Salesforce must build some connectors and features to make integrations easier.

For how long have I used the solution?

I have been using the solution for two years.

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Salesforce Sales Cloud
May 2025
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What do I think about the scalability of the solution?

We have 100 users, including sales team members and managers. We are thinking of expanding. We might evaluate Salesforce along with other data visualization tools like Tableau.

How are customer service and support?

The technical support is good, but the team must improve the time it takes to respond. The escalations must be quicker.

How would you rate customer service and support?

Positive

How was the initial setup?

The main challenge in the deployment is understanding the workflows. The technical setup is not difficult and long. Understanding and building the workflows is the main challenge. It is not a big problem, though. The product is SaaS-based. It's not a costly deployment. We can get new features and integrations quickly. Salesforce does the maintenance of the solution.

What was our ROI?

The return on investment is based on the tracking of the tasks. We can build campaigns. It makes the investment work. The main benefit is how the product integrates with the campaign tool and provides features to track the campaigns.

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

The price is fair. The tool is not that expensive, considering what it offers. It is worth the money.

What other advice do I have?

I will recommend the product to others. It is worth the money. It provides a good price, service, and quality. It's a leader in their market. The product is worth it if we have the budget to use the mobile version, web version, and business intelligence features. Overall, I rate the product a seven out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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EDUARDO GALLI - PeerSpot reviewer
CEO at Softwall Soluções em Tecnologia LTDA
Real User
Top 10
Effortless data management enhances client relations with an easy deployment
Pros and Cons
  • "The solution is stable."
  • "We prefer using local solutions like RD Station in Brazil due to pricing considerations."

What is our primary use case?

I am not involved in hands-on activities as I manage the team. We primarily work with connections provided by our partners.

How has it helped my organization?

Salesforce is used for managing the data of our clients. It helps our sales team keep track of meetings and other relevant information.

What is most valuable?

The solution is very easy to use. It allows for straightforward data input, which is crucial for our operations.

What needs improvement?

I cannot comment on improvements as we haven't used their customer service.

For how long have I used the solution?

We have been using Salesforce for an opportunity with our partners and inputting relevant details.

What do I think about the stability of the solution?

The solution is stable. Our team has not reported any difficulty.

How are customer service and support?

We have never used Salesforce's customer service.

How would you rate customer service and support?

Positive

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

We prefer using local solutions like RD Station in Brazil due to pricing considerations.

How was the initial setup?

We did not do the initial setup. It was handled by our partner.

What about the implementation team?

We received access through our partner, so no direct implementation team was involved on our side.

What was our ROI?

As we do not pay for Salesforce directly, it's difficult to calculate a specific ROI. We receive access when we sign with partners.

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

Salesforce is considered expensive in the Brazilian market, suitable for big companies. We usually opt for local solutions like RD Station.

Which other solutions did I evaluate?

We use RD Station for CRM needs in Brazil, as it's easy to deploy and manage.

What other advice do I have?

I do not have additional advice as we are not extensive users.

I'd rate the solution nine out of ten.

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Buyer's Guide
Salesforce Sales Cloud
May 2025
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
856,873 professionals have used our research since 2012.
Renu Soni - PeerSpot reviewer
Senior Salesforce Developer at a transportation company with 201-500 employees
Real User
Top 20
Automated lead management and opportunity tracking make business processes seamless
Pros and Cons
  • "Salesforce provides a lot of tools out of the box like opportunity tracking, automation, and linking between account, contact, and posting."
  • "The developer console might be enhanced."

What is our primary use case?

I have expertise in Salesforce Sales Cloud, Revenue Cloud, and a little experience in Experience Cloud as well. I have been using Salesforce Sales Cloud for around three years. The Sales Cloud is generally used for lead management, where we can grab leads, convert them, and track opportunities and accounts. It helps manage our entire business process and track revenue by setting up quotes, orders, and invoices.

How has it helped my organization?

Salesforce has helped by providing a comprehensive system to capture opportunities and leads, maintaining everything in one place, and tracking customer data. Additionally, the automation features enhance business operations and revenue growth.

What is most valuable?

Salesforce provides a lot of tools out of the box like opportunity tracking, automation, and linking between account, contact, and posting. The lead conversion process, approval processes, and automation are particularly valuable.

What needs improvement?

The developer console might be enhanced. Sometimes, there can be a lot of open files, and improving the learning process of data processing would be beneficial.

For how long have I used the solution?

I have been using this solution for around three years.

What do I think about the stability of the solution?

There are no stability issues found yet.

What do I think about the scalability of the solution?

The solution is scalable.

How are customer service and support?

Most of the time, customer service resolves the issues effectively. Sometimes they provide guidance on whether the issue is on their side or ours and suggest solutions.

How would you rate customer service and support?

Positive

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

As a Salesforce developer for three to four years, I consider it the best CRM to use. It is the first CRM I have worked on.

How was the initial setup?

The initial setup doesn't take much time, it depends on the deployment tool used. For Capado, the setup might take one day or half a week. For others, it may be as quick as one hour.

What about the implementation team?

Generally, we use tools and follow a structured process to deploy. Specific tools might be required as per customer requests.

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

I am not exactly sure about the numbers, but the licensing for different purposes can be checked online. The cost might vary if you need licenses for specific functionalities like CPQ.

What other advice do I have?

I would recommend Salesforce for an enhanced revenue system, whole automation process, and CRM to lead management.

I'd rate the solution nine out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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ChanchalSaxena - PeerSpot reviewer
Lead Digital Transformation at Kohler Co.
Real User
Top 5Leaderboard
Adapts to any sales environment and helps organizations monitor the progress of sales opportunities
Pros and Cons
  • "The tool is quite flexible."
  • "The reporting features and the dashboard must be improved."

What is our primary use case?

We have multiple sales divisions, and each division has its own sales cycle. We have deployed the product for B2B businesses across all five divisions. We monitor the pipeline in multiple stages. We also monitor the conversion of pipelines into actual orders.

What is most valuable?

Chatter is one of the best features. Opportunity Split and Territory Management are also good features. I appreciate Salesforce's flexibility in the stages. The tool is quite flexible. It adapts to any sales environment. The solution has a major impact on pipeline conversion calculation. We monitor the pipeline stages. Salesforce helps us monitor the progress of sales opportunities.

What needs improvement?

The reporting features and the dashboard must be improved. We must create joint reports in Salesforce. End users do not appreciate it. I would love it if Salesforce Sales Cloud had a module to manage large enterprise accounts. It will help us monitor large deals involving multiple stakeholders, departments, and functions. It will help us understand how strong we are in our client accounts. The product does not have invoice and tax features.

For how long have I used the solution?

I have been using the solution for more than four years.

What do I think about the scalability of the solution?

Approximately 150 people in our organization use the product. I rate the tool’s scalability a seven out of ten. The tool is scalable but only in pipeline management. It lacks capabilities related to the execution of actual orders. The scalability must be improved.

How are customer service and support?

Our experience with technical support is always good.

How would you rate customer service and support?

Positive

How was the initial setup?

I rate the ease of setup a seven out of ten. The tool is not complex, but every sales function has a different working style. We must brainstorm to understand how to integrate the tool into our sales environment. The tool is cloud-based. Salesforce has its own cloud. We took three months to deploy the product.

To deploy the product based on the requirement, we map the objects into the sales process, design a technical and functional architecture on the back end, and deploy the tool after configuration and development along with change management. We needed five to ten people to deploy the tool and one or two people to maintain it.

What other advice do I have?

We are using the enterprise version. The AI features do not have much impact on our organization. We tried Einstein, but it did not have much impact. Overall, I rate the solution an eight out of ten.

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Vimal Bhardwaj - PeerSpot reviewer
Deputy Manager, Information Technology at Greenpanel Industries
Real User
Top 5Leaderboard
Offers easy integration with third-party products
Pros and Cons
  • "It is a very stable solution."
  • "The high price of the product is an area of concern where improvements are required."

What is our primary use case?

Salesforce Sales Cloud has lots of features and capabilities since it allows you to create multiple applications related to business processes and create multiple lighting web components. The tool has multiple new technologies to build applications according to business processes.

What needs improvement?

Salesforce's price worldwide is very high. Salesforce's price in the Indian market is also high. The high price of the product is an area of concern where improvements are required. In India, the tool's customers are not very huge or big businesses with big sales revenues, so Salesforce Sales Cloud should work on the price part and make it a low-cost tool for users.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for a year. I am an administrator of the product in my company.

What do I think about the stability of the solution?

It is a very stable solution. You can see in the Gartner Report how Salesforce is capturing the market very quickly at a worldwide level. As per Gartner Report, Salesforce is a leading product in the market.

What do I think about the scalability of the solution?

Scalability-wise, the tool is good. I rate the solution's scalability a nine out of ten.

The number of users of the product totally depends on the user licenses purchased from Salesforce. If you have thousands of users, then you can purchase licenses and provide them with login IDs, after which you can follow the same aforementioned process if you have to deal with 10,000 users. The number of uses of the tool totally depends on the requirements of a business, and I can say that there are no limitations on the number of users who can use the product.

How are customer service and support?

The solution's technical support is poor. Technical support depends on the package a user has taken from Salesforce. The tool has separate technical support packages, such as premium, gold, and some other options. The support one receives depends on the type of support package purchased.

I rate the technical support a seven out of ten.

How would you rate customer service and support?

Neutral

How was the initial setup?

The ease or difficulty experienced in the setup phase totally depends on the implementation partner. If the implementation partner has experience implementing the solution in a similar set of industries, then the setup phase will be very good since they can easily implement the product anywhere in a few days to three or four months.

The solution is deployed on the cloud.

What about the implementation team?

Whether the product's deployment phase was done in-house or with the help of a third party depends on what the clients want since they have their own set of expectations. It is possible for a company's in-house staff or third-party consultants to help with the deployment process, but it is something that depends on the budget and expectations set by the clients.

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

The price of the product is very high. I rate the product price a ten on a scale of one to ten, where one means low price, and ten means expensive.

Which other solutions did I evaluate?

Compared to Salesforce Sales Cloud, there are many solutions in the market, including SAP, Oracle, and Microsoft. Lots of solutions are available on the market, but my company sells products to our customers on the basis of their requirements. My company considers which solutions are good as per the users' expectations, which solution provides a certain level of liberty, and which solutions are good from a price perspective. My company also looks into which solutions are good from an implementation perspective and in terms of support. My company evaluates many factors before choosing a solution.

What other advice do I have?

Salesforce Sales Cloud is useful for managing and tracking our company's sales pipeline since my company is a client of the tool, not a partner or a product company. My company uses Salesforce Sales Cloud as a platform for our sales team so that we can check the productivity and leads and deal with multiple other areas.

The tool has impacted our company's lead generation and conversion, but it all depends on the follow-ups from our end. If anyone from my company does a follow-up with a client for selling any product associated with a particular business segment, then such a person has the liberty to leverage the penetration level, which is very high, and it can definitely impact the conversion from lead to opportunity. In general, everything totally depends on the penetration level.

In terms of the sales forecasting abilities of the product, I would say that the tool has AI-based functionalities, especially since the product is associated with Salesforce Einstein AI Solutions. My company can easily create multiple applications according to business cases and assign different applications to different employees on the basis of rules, so we can define the set of permissions using the tool. My company can easily manage the sales team from the application.

Salesforce's mobile app is useful for on-the-go sales management since it offers online or offline capabilities. The tool's mobile app helps one place orders in remote areas and create leads from remote areas, which are some of the benefits of Salesforce Sales Cloud. Salesforce Sales Cloud offers benefits in areas like reporting, so I can say that the tool has a very good reporting structure with good reporting AI, allowing its users to build reports according to our company's data, which is a big thing for us and it serves as a very good benefit.

Integrating Salesforce Sales Cloud with other Salesforce products or third-party tools has enhanced sales processes, and I can say that it is a very easy process.

I recommend the product to those who plan to use it. Some of my company's leading clients who operate at a global level are moving to Salesforce Sales Cloud.

I rate the product a nine out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Lead Consultant at CGI
Real User
Top 5
Has reports and dashboards and can be integrated with other products
Pros and Cons
  • "We use workflows for sales flows and various automation, such as assignment rules and validations provided by Salesforce. When out-of-the-box solutions aren't enough, we delve into coding, utilizing synchronous and asynchronous methods. Additionally, we employ tools like lightning components."
  • "The tool's technical challenges vary depending on the requirements. When a new requirement arises, we must analyze the best approach to address it, whether through automation tools or coding. We encounter limitations such as the number of reports we can process or update, the queries we can write, and other similar constraints. Understanding when to utilize coding and when to rely on simple configurations is crucial."

What is our primary use case?

We mainly use it for sales purposes. This includes working with different customers and products, such as banking services, and managing pricing and attributes, especially for clients in the oil and gas industry.

What is most valuable?

We use workflows for sales flows and various automation, such as assignment rules and validations provided by Salesforce. When out-of-the-box solutions aren't enough, we delve into coding, utilizing synchronous and asynchronous methods. Additionally, we employ tools like lightning components. 

The tool includes reports and dashboards, CRM Analytics, Tableau, and Einstein Analytics. We can also integrate other tools as needed.

The product has improved overall performance and reduced time for many manual processes. For example, with a banking client, numerous manual processes, such as signing forms, were involved, leading to lengthy processing times, sometimes up to a month for a single request. However, after integrating everything into Salesforce Sales Cloud, the time for such processes decreased to just one or two days.

What needs improvement?

The tool's technical challenges vary depending on the requirements. When a new requirement arises, we must analyze the best approach to address it, whether through automation tools or coding. We encounter limitations such as the number of reports we can process or update, the queries we can write, and other similar constraints. Understanding when to utilize coding and when to rely on simple configurations is crucial.

For how long have I used the solution?

I have been using the product for more than four years.

What do I think about the stability of the solution?

I haven't faced any issues with the tool's stability. 

What do I think about the scalability of the solution?

Overall, the tool is a scalable solution. I've observed many large clients with over 10,000 users using it. While occasional issues may arise, they are manageable.

How are customer service and support?

Responses in production environments are prompt, with issues addressed immediately. However, for concerns in sandbox environments, response times may be longer, often taking up to a week or even a couple of weeks for resolution.

How was the initial setup?

It is standard procedure to start with an empty sandbox in Salesforce Sales Cloud when installing. From there, if a customer requires additional features, a package or URL is provided. Once the end user installs the package, all out-of-the-box features, including objects and their relationships, are automatically installed and linked. However, additional admin setup tasks are required post-installation, such as configuring user access levels and determining whether users will have read-only or read-write access.

The deployment time varies depending on the components we need to deploy and the tools we are using. For instance, it can be done easily if we need to deploy administrative setups like adding users to the Salesforce Sales Cloud environment. However, it can take longer if multiple customizations are involved, such as using automation tools or coding, and if there are several components to deploy.

The staffing needs for maintenance depend on various factors, such as the size of the product and the number of end users.

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

The tool's pricing is based on the number of users. It has a different pricing for 0-100 and another for 100-500 users. 

What other advice do I have?

Customization options in Salesforce Sales Cloud are tailored to match specific business needs. One common method is using Apex code, which resembles Java. However, when utilizing code, it's essential to consider the platform's governor limits. To mitigate this, Salesforce provides asynchronous processing, expanding the limits further. For UI design, options include Lightning, Salesforce web components, and the recently acquired Vlocity. Users can create forms and pages through drag-and-drop configurations.

I rate the overall product a nine out of ten. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Prince Barai - PeerSpot reviewer
Back End Developer at Agnos Inc.
Real User
Top 5Leaderboard
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
PeerSpot user
Sr Salesforce Developer at a tech services company with 501-1,000 employees
Real User
Top 10
Empowered sales pipeline management with a comprehensive solution and helpful support
Pros and Cons
  • "Their support team is good."
  • "It's a very broad tool."

What is our primary use case?

I use Sales Cloud to manage my sales pipeline.

How has it helped my organization?

Salesforce is very good and offers a comprehensive sales process.

What is most valuable?

Salesforce has a vast sales process. It's a very broad tool, and it is difficult to pinpoint any specific feature.

What needs improvement?

There is no room for improvement in Sales Cloud. I would not want any new features included in the next release.

For how long have I used the solution?

I have been using Sales Cloud for almost ten years.

What do I think about the stability of the solution?

I have not had any issues with the stability while using it.

What do I think about the scalability of the solution?

The scalability of the product is good, actually.

How are customer service and support?

Their support team is good.

How would you rate customer service and support?

Positive

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

I do not know anything about the pricing.

What other advice do I have?

Everyone has room for improvement.

I'd rate the solution nine out of ten.

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2025
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.