ICT Manager at ZSCO
Real User
Good for creating and generating leads and opportunities
Pros and Cons
  • "It is an open the platform with API integration with other systems. Salesforce, it is not a software. It is very famous and available. When you are creating leads, generating leads, opportunities, it is wonderful in the reports as well. Dashboards are amazing."
  • "It does not include a professional accounting system, it is operations and it is CRM. It is not capable of accounting things."

What is our primary use case?

We have a partnership with Salesforce. In addition to that, we have fully implemented Salesforce for one of the biggest automotive companies in Baghdad, ZSCO. There are some other companies that give support to and implement Salesforce for them in Iraq. 

We have implemented Sales Cloud to create leads, accounts, opportunities and workflows. We have API integration with our central and PBX, so it's fully integrated. 

In addition to that, we are dependent on Salesforce Enterprise Edition. We have some users who use Platform and some of the users are using Lightning, but usually we are using the Enterprise Edition for Salesforce in our implementation. It is more flexible and more capable to cover many activities. 

Salesforce is not used for financial things. It is not for inventory. It is not for financial activities or operation. It is for CRM, customer relation management.

What is most valuable?

It is an open platform with API integration with other systems. Salesforce is not a software. It is very famous and available. It is good for creating and generating leads and opportunities. It has wonderful reports as well. The dashboards are amazing. 

It has a workflow inside of it. If you need to send an email or send an SMS to a customer you can do it very easily in Salesforce. 

In addition to that, it is a brand. When we are talking to our clients about Salesforce, people are already aware of the brand. Any company, even big companies are saying that they use Salesforce, so this is wonderful. 

This system is a reliable system. It is without bugs, without problems, you can develop it. You can have outsourced support easily, including videos, all training, partner training, and webinars. It is easy as it's a worldwide software. 

So due to that, we usually go to this international solution to include our customers to help them with growth in their work. 

Salesforce is wonderful. 

What needs improvement?

The main issue is that is it is costly. Salesforce is not cheap, it's costly. Some of our customers say it is a costly solution. So, we have lost some sale opportunities regarding the high price. This is the main issue that we are facing. It is sales per user and the user price is about $150 per month, per user for the Enterprise Edition. The other edition is less than this, but it is costly. A company that has 70 or 80 users would pay more than $8,000 USD yearly because it is cloud based.

In addition to that, it does not include a professional accounting system, it is operations and it is a CRM. It is not capable of accounting things. 

What do I think about the stability of the solution?

It is most stable. We don't have any bad feedback on the technical side of Salesforce.

Buyer's Guide
Salesforce Sales Cloud
March 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,740 professionals have used our research since 2012.

What do I think about the scalability of the solution?

Scalability is wonderful.

How are customer service and support?

Technical support is wonderful. When we open an issue, they call us and solve it well. We don't have any problems.

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

Previously we used IT Microsoft Dynamics CRM, it is a little bit like Salesforce, but Salesforce's capability is greater.

How was the initial setup?

As for the deployment, you should have a professional guide you in order to do it. Nobody can do the implementation by themselves you can just set up some of basic things. You should have a developer, you should have a partner, you should have a person who has the knowledge. Have training courses in order to do the implementation the right way. 

Salesforce is user friendly in implementation and it is in using it, but you should have a specified person. 

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

I recommend Salesforce to customers that have commercial or workflow needs and CRM needs. 

What other advice do I have?

I recommend Salesforce to customers that have commercial or workflow needs and CRM needs. I would rate it an 8 out of 10.

Disclosure: My company has a business relationship with this vendor other than being a customer: partner
PeerSpot user
Director at ABN PRO LTD
Real User
Excellent for knowing who your customers are and their buying habits; great reporting feature
Pros and Cons
  • "You can capture all the contacts that relate to an account or business, including personal details."
  • "The built-in functionality is a little dated."

What is our primary use case?

I am a consultant and deliver the build for Salesforce to our customers. The company has a partnership with Salesforce and I'm the director. 

How has it helped my organization?

There are many benefits to Salesforce. It allows companies to know who their customers are, how much they spend, then relate that to earlier purchases so that a company can focus their efforts where necessary. You can also determine how sales staff are working against their targets and whether they need assistance.

What is most valuable?

I think Salesforce as a whole is all about understanding your customers and the pipeline with customers. Through an account, you can capture all the contacts that relate to that account or business, including personal details. It's highly configurable so you can completely adjust it to whatever business requirements you have. Once you've understood who your customers are, you can decide what you might want to sell them. It can all be captured and put into reporting. As a result, you can forecast against the reporting and figure out where you want to go on quotas for your sales team. You can also see how long it might take for a sale to go through and whether any sales opportunities get stuck.

You can track any issues with Sales Cloud functionality once a customer purchases by capturing your phone calls and storing them in Salesforce, along with any emails. Everything can be stored and tracked. The company brings out new features three times a year. I haven't used all the features because there are so many of them and the solution is now very large. They've changed their custom UI and it's now more configurable so that you can change it to suit your needs. I might only want to see certain fields at certain times throughout my journey and it can do that. There's a ton of functionality that I haven't even started to really explore.

What needs improvement?

Salesforce has a built-in functionality called changesets to move functionality from the sandbox and into production. That's a little dated now, and it's not very good for version control or backups. There are third party apps that can provide a slicker service to manage version control and deployments between environments.

For how long have I used the solution?

I've been using Salesforce since 2007. 

What do I think about the stability of the solution?

The solution is highly stable and they have serious backups. If there are any glitches you can go to their site, trust.salesforce.com, and check on any problems. In terms of maintenance, once you've implemented it, it's important to get a team onboard internally to maintain things; users come and go so you're constantly canceling or adding users. Some will need help with reporting and once they understand the benefits and power, they'll want more teams to use it which will require more functionality. Our customers are always wanting to increase use. Salesforce is in major demand and most clients have continuous new project ideas and as a result, an expanded functionality. 

What do I think about the scalability of the solution?

The solution is easy to scale and our customers range from small to enterprise size organizations. 

How are customer service and support?

We sometimes need to contact support and for most customers, it's beneficial for them to have premise support because you do get a quicker response for resolution. You do have to ring them sometimes in order to get features enabled but once you're part of a consulting firm, you rarely need to contact them because you can generally resolve the problems with internal expertise.

How was the initial setup?

There's no simple answer regarding complexity of deployment. It actually depends on the size of your implementation. If you're on a huge project, deployment can take months, if not years. These days, Salesforce has better version control using external tools which speeds up the setup because you keep a version in control and you move it through the different processes in order to push it through. You can deploy something within an hour of building and testing, and capture all the requirements. It's highly configurable.

The minimum time for deployment is generally a couple of months but it is absolutely dependent on how much you want to tweak it and make it your own. It can be a very quick turnaround.

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

Every finance director I've spoken to will say that Salesforce is expensive and that's mainly because it is a per-user license. The more you use it, the more it will cost. There are licensing costs and implementation costs in configuring the system to your needs. It's expensive but also one of the largest business systems you'll have in your company because it'll integrate absolutely anything you need it to. It should be viewed as an investment.

What other advice do I have?

The solution needs to be considered as a long-term investment, and I suggest engaging a partner to implement it. Salesforce will tell you it's possible to implement in-house, particularly for smaller organizations, but I would recommend a certified expert with experience and knowledge.

I rate this solution 10 out of 10. 

Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
March 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,740 professionals have used our research since 2012.
Sr. software integration engineer at a pharma/biotech company with 1,001-5,000 employees
Real User
Top 20
Comprehensive CRM used to customize order management and tracking
Pros and Cons
  • "This solution offers a good user experience. It is easy to learn and use, even for those who are using it for the first time."
  • "Compared to other CRM solutions, Salesforce is expensive. It is more affordable for enterprise users than for small businesses."

What is our primary use case?

I use Salesforce Sales Cloud to customise order management and tracking. We also use it for revenue recognition, billing and analytics. Salesforce is our primary CRM.

What is most valuable?

This solution offers a good user experience. It is easy to learn and use, even for those who are using it for the first time.

For how long have I used the solution?

I have been using Salesforce Sales Cloud since 2008.

What do I think about the stability of the solution?

This is a stable solution. When any issues are anticipated from Salesforce, we are notified. We have experienced a 99.9% stability rate. 

What do I think about the scalability of the solution?

This is definitely a scalable solution. They have different types of licensing based on your needs. You can increase and decrease the number of users and access it from anywhere. The users are in business functions including the case management team, revenue team, analytics team, development, and QE. 

How are customer service and support?

The support for this solution is good. If you have an enterprise account, you get access to really good support.

How would you rate customer service and support?

Positive

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

The company I work for used to use Microsoft Dynamics CRM and they switched to Salesforce because Salesforce was skyrocketing during that period of time.

How was the initial setup?

We generally deploy through packages constructed within Salesforce and we use our own local deployments. We have ANT scripts and we were trying to come up with some CI/CD implementations. Currently, our deployment on Salesforce is out of the box. 

Our engineering team completed deployment. Every release cycle took one to three months. We take at least one day to deploy, because we have other integrations and components closely linked to Salesforce. Salesforce have their own release cycle. If they have any changes or new features they want to implement, they have push notifications to the customers on the features utilize.

What was our ROI?

The return on investment from this solution is from case management and the way billing information is captured. We have Tableau dashboards to pull up how many orders are created for a particular month. This information is supplied to the business to understand how we can streamline, improvise and improve marketing activities. 

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

Compared to other CRM solutions, Salesforce is expensive. It is more affordable for enterprise users than for small businesses. 

What other advice do I have?

I would advise those considering Salesforce to first understand their business model and how a CRM would fit in. They should understand their use cases and how their business functions can be changed from a technological perspective. 

The Salesforce Lightning feature is a new concept and we need to understand how it could help our business. We need to understand the usability and user experience for customization and to provide solutions for specific industries.

I would rate this solution an eight out of ten.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PrasathSrinivasan - PeerSpot reviewer
Client-Partner at a computer software company with 1,001-5,000 employees
Real User
It covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure
Pros and Cons
  • "Our use case within the organization covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure. For our clients, Salesforce is used more to plot the cycle from products to cash and lead to revenue. They mostly build offers and pricing quotations in the Salesforce environment through their field marketing agents."
  • "I need to do a lot of customization to implement an ERP solution for an energy and utilities client versus a BFS client. Salesforce should look at the common customizations each client wants and see how much of that can be standardized into industry-specific specific solutions. That would speed up implementation, so we don't need to go through the same steps a hundred times. Salesforce could do it once and put it out for the rest of the clients to use it."

What is our primary use case?

Our use case within the organization covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure. For our clients, Salesforce is used more to plot the cycle from products to cash and lead to revenue. They mostly build offers and pricing quotations in the Salesforce environment through their field marketing agents.

What needs improvement?

Salesforce could integrate downstream systems by adding Tableau or MuleSoft into the KDDI. But is there a way to figure out industry-specific solutions? From an ERP standpoint, SAP has industry-specific solutions that are a straight fit for separate industry verticals.

I need to do a lot of customization to implement an ERP solution for an energy and utilities client versus a BFS client. Salesforce should look at the common customizations each client wants and see how much of that can be standardized into industry-specific specific solutions. That would speed up implementation, so we don't need to go through the same steps a hundred times. Salesforce could do it once and put it out for the rest of the clients to use it.

I've handled verticals like manufacturing, automobile, telecom, and BFS. The use cases vary from one to the other. There is no standard recommendation per se. I've handled some three or four clients per vertical. Maybe one or two clients in each industry have a Salesforce ecosystem. Let's say I've had two instances of a financial service client asking for a specific level of customization, so why doesn't Salesforce include that in the cost. 

Salesforce could consult with companies in these different industry verticles to determine the level of customization they need and what common tweaks could be included in the out-of-the-box product. That's something I would love. 

It would be great if Salesforce could pitch customers a base product with an estimate of how much time it would take to implement. On top of that, they could offer the client a set of packages consisting of three or four use cases essential to that customer's vertical and give them a standardized time for implementing these add-ons to the core product.

I don't think clients can afford a designated Salesforce consultant, and that's why businesses come to integrators like us. There's a demand for easy deployment maintenance of Salesforce's no-code, low-code platform with automation. It would help the clients deploy an ecosystem within their organization rather than relying on somebody else to do the implementation and jam it together.

At the same time, it might make sense for Salesforce to integrate an RPA provider like Pega did with the Open Spam acquisition. Salesforce should definitely look into out-of-the-box automation.

For how long have I used the solution?

I've been working with Salesforce for five or six years. It's the solution we use for internal organization and what I propose to my clients based on their needs, as well.

What do I think about the stability of the solution?

Salesforce runs smoothly. I've never had a client come back and say, "It is the end of this product's life, I want to switch over from Salesforce because the support is ending by this quarter." I've never seen that case ever.

How was the initial setup?

Salesforce is as easy to install as any other product in the cloud today. I don't think it's difficult for any engineer. The hard part is integrating Salesforce into your environment, which typically involves deploying with hundreds of other upstream and downstream systems on the data flows.

It depends on the number of use cases and customizations the client wants. This varies from client to client in terms of the standard data flow, the number of reports, level of fields, etc. The initial implementation could be done in weeks or months, but it's not for us to decide whether that is sufficient. The client chooses whether to stick with the base product or customize it.

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

Salesforce is affordable. I don't think there are any significant issues there. 

Which other solutions did I evaluate?

There are very few instances where we've engaged in a consultation to figure out the right product like we did with MDM versus MRK. For the most part, I believe the client will have the appetite and the know-how to pick the right product.

As system integrators, we typically implement the entire product on the cloud or provide customizations on top of the base product. That's our main involvement in the clients' environments. Generally speaking, we don't go to our clients and tell them why they should pick Salesforce over Siebel or vice versa. That type of conversation is for salespeople from Salesforce or Oracle who pitch to the client directly. The licensing deal goes through the vendor directly.

What other advice do I have?

I rate Salesforce 10 out of 10 because I've made five or six Salesforce deals with clients. If there were any problems with the solution, I would not have secured those deals as a salesperson. I would never hesitate to give Salesforce a perfect 10 because it has helped me sell more solutions to clients. If the clients are buying, it means the solution is good.

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.
PeerSpot user
Directeur Grands Projets at a energy/utilities company with 10,001+ employees
Real User
Good dashboards, interface, and technical support
Pros and Cons
  • "The performance is good, and it is easy to use."
  • "The monitoring is very good, but it could be better."

What is our primary use case?

Salesforce Sales Cloud is used because it is requested by our customers and colleagues.

For the moment, I only know one CRM, and it's Salesforce Sales Cloud. 

I don't use it directly, I am a business unit director. For me, Salesforce is used because I need information about the customers and sales.

Salesforce Sales Cloud is used to collect address information and sales revenue about our customers.

We provide this solution to our clients.

Our clients only enter the data to follow the project.

What is most valuable?

The performance is good, and it is easy to use.

All of the information that we need is stored in Salesforce Sales Cloud. 

We have no issues with this solution.

The user interface is excellent.

The monitoring has improved. The monitoring for the fixed bugs is beneficial for our developers.

Training is available for our clients before they start to use this software, which makes it easy for them to use this CRM. 

We have a team of specialists for training for this CRM.

What needs improvement?

Maybe a product can always be improved. But, for me and our office, we don't need any more information than what we already have in the system.

Perhaps the MMI or ESM side could be better than what we currently have.

The monitoring is very good, but it could be better.

For how long have I used the solution?

I use it every week because I need information about my customers. It is a mandatory requirement for me.

As it is a cloud-based solution we are always using the most recent version.

What do I think about the scalability of the solution?

We have a lot of managers who use Salesforce because we use it for our development teams and can use it for requirements, we can use it for customer requests, bugs, and bug fixes, and all managers require customer information.

This solution is used by more than 150 people in our company, and we have 200 customers.

How are customer service and support?

The technical support is fine.

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

I require solutions other than Salesforce because we have procurement direction, which we use to share other solutions, other software for CRM, and other needs for our company.

How was the initial setup?

I was not involved in the installation of this solution. It was already installed on our PC I just have to open the software and use it.

The installation was completed by our IT team.

We also have an IT team That ensures that there are no issues with the security system.

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

We pay for the Salesforce Sales Cloud license. 

When this solution is installed on the customer site for our project, there is no licensing cost to the customer.

We don't have an issue with the price. We don't pay a lot because we have several licenses and any users.

The licensing fees are reasonable.

What other advice do I have?

Yes, I would recommend it for other users.

When you use Salesforce, we have another team that is in charge of developing other CRM module complements. If we require information that is not currently available in this CRM, our development teams can create it.

We have Salesforce, and if we need other information that isn't actually in the CRM tomorrow, we have our IT teams. They have some developers, who can create this module, we can add it, and you will have the information we require.

If we need some dashboards, or if we need more dashboards than we already have, we have some teams that can develop this software. We have a separate module component that can add to our CRM.

I would rate Salesforce Sales Cloud 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: Partner
PeerSpot user
Salesforce Functional Consultant at Realdolmen
Consultant
A mobile way of doing sales that allows you to easily collaborate with your colleagues
Pros and Cons
  • "The company wants to implement the idea of democracy within IT. As an end user, you can do a lot by yourself, so you do not have to write code. The idea is that they go for low-code and they use flow. It's possible to update records and do things like automation without writing real codes. I think this is one of the advantages of the solution."
  • "The deployment of data from the development environment to production is also a weaker point because their solution is not powerful."

What is our primary use case?

The primary use case is if you want to update old legacy systems and go into a more mobile way of doing business. One of the main competitive advantages of this solution is that it already offers an 85% solution (out of the box), and you can modify it if you wish.

Salesforce does not offer anything on premise. It's always in the cloud.

How has it helped my organization?

No installation of software, or security updates. Easily working together with colleagues.

What is most valuable?

Salesforce wishes to push for a declarative way of solving IT problems.
As an end user, you can do a lot by yourself, so you do not have to write code. The idea is that they go for low-code and they use flow. It's possible to update records and do things like automation without writing real code. I think this is one of the advantages of the solution.

Also you can easily collaborate with your colleagues. Another main benefit is that you can find a lot of information on websites, and you can learn it yourself through Trailhead. It's a guided way of learning new topics, and it's completely free.

The company has a policy of three releases per year.

One of the advantages of Salesforce is that it's fun. With features like Trailhead, the gamification makes it a joyful environment.

What needs improvement?

The reporting part is a bit low. You have other possibilities, like Einstein, or Tableau.

The deployment of (meta) data from the sandbox environment to production is also a weaker point because their solution is not powerful (even non-existent).

For how long have I used the solution?

I have been working with Salesforce Sales Cloud for more than five years. 
I work as a Salesforce functional consultant. My role is to improve the adoption ratio of the client. I help implementing (declarative) and migrating legacy systems towards Salesforce.

What do I think about the stability of the solution?

The stability of Sales Cloud (and Salesforce in general) is extremely reliable. Ten years ago, we were one of the first Belgium customers that got a massive implementation of Sales Cloud. Servers were in the United States, there were several complaints from customers that it was taking too long. Salesforce acted and invested heavily in data centers in Europe, and now I have never had any issues with reliability or stability.

What do I think about the scalability of the solution?

The solution is extremely easy to scale up because you can go from the Professional Edition to the Unlimited Edition.

You will only have a problem if you wish to downgrade.

How are customer service and support?

If you have a problem, you can open a case with Salesforce. They give it a status, like high, low, or medium. If it takes a bit of time, maybe it's linked to the fact that your case is not crystal clear. If they don't do anything after a while or if you haven't heard back from them, then you can escalate the case.
Of course all is linked to your service contract and SLAs.

How would you rate customer service and support?

Positive

How was the initial setup?

Salesforce doesn't require any specific maintenance. Salesforce works like a hotel. You just rent a room for a particular period, and the rest is done for you.

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

The main issue is the price. Because it's SaaS, you will have to pay on a monthly basis. It will become very expensive because you'll be thinking, "I have Sales Cloud, and I want to do service and help my customers, so I need another cloud." This is something I have already seen with other customers. They would like to jump into the Salesforce environment, but it can become a hefty price tag, so that's an issue.

There are different licensing models. 
You could have the Essentials, Professional, Enterprise, and Unlimited edition. It is linked to functionality. I only work for multinational clients, so they usually use an Unlimited or Enterprise solution.

If you are a big company, then you have a lot of leverage and more power to decrease the cost of your system per month. A lot of people aren't aware of that. If you go into a full-fledged solution, you can still bargain or discuss the price.

Only one person is required for deployment, and you can automate it if you wish. If you have a good developer who creates that, and you have your deployment street, you can push information into the production environment on a nightly basis.

What other advice do I have?

I would rate this solution a 9 out of 10.

Sales Cloud is suitable for everyone, even a mom and pop shop, if you have the money to invest in it ( I would not recommend it for a very small company that has only one FTE). 
If you have five or 10 SEs, you can definitely use it, all the way up to Fortune 500 companies. Most companies that use Salesforce are Fortune 500 companies.

I would definitely recommend that you try to stick to what Salesforce offers. You should not try to change the native setup of Salesforce, otherwise you will face issues with new releases. You should try to follow the spirit and idea of Salesforce, for example avoid large coding because then you will/can screw up the system.

Disclosure: My company has a business relationship with this vendor other than being a customer: Gold partner
PeerSpot user
Sue Bhuvane - PeerSpot reviewer
NetSuite Senior Consultant / Solution Architect at Plative
Consultant
Top 20
Easy to use dashboard; puts out valuable analysis reports
Pros and Cons
  • "I would rate Salesforce Sales Cloud's scalability as very good. We have scaled from 30 to 150 within three years without a glitch."
  • "I don't like the way parent-child relationships work in transactions between records in Salesforce Sales Cloud. NetSuite is a little bit more user-friendly in that sense. Salesforce Sales Cloud requires that you build everything from scratch. I don't like that. It leaves a lot of thinking and solutions to the consultants and the process is more prone to errors."

How has it helped my organization?


What is most valuable?

I find the Salesforce Sales Cloud dashboard and analysis reports valuable and easier to use than those of the solution's competitors. 

What needs improvement?

I don't like the way parent-child relationships work in transactions between records in Salesforce Sales Cloud. NetSuite is a little bit more user-friendly in that sense. Salesforce Sales Cloud requires that you build everything from scratch. I don't like that. It leaves a lot of thinking and solutions to the consultants and the process is more prone to errors.

I think the mission control module is not great. There is room for improvements around that, in addition to the time sheets and project management.

For how long have I used the solution?

I have been using Salesforce Sales Cloud since 2018. 

What do I think about the stability of the solution?

I think the solution's stability is good. On a scale of one to 10, with one being the worst and 10 being the best, I would give it a seven or eight. I've never had any issues personally in a company with more than 50 people.

At the moment, we have five people working on the solution in the solution's operations team. 

What do I think about the scalability of the solution?

I would rate Salesforce Sales Cloud's scalability as very good. We have scaled from 30 to 150 within three years without a glitch. 

Additionally, we plan to increase usage but that all will depend on how much access the company wants to give the consultants. 

What about the implementation team?

I think the deployment was carried out by a Salesforce Sales Cloud consultant. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Team Lead at a tech services company with 201-500 employees
Real User
Has good flexibility but is slow to handle feature requests
Pros and Cons
  • "On the high level, it's all about managing the clients, managing the opportunities around those clients, managing the tasks, calls, activities, all those things."
  • "One area where the solution could improve is with handling feature requests."

What is our primary use case?

Our main use cases for the solution are B2B directions, some presale activities, and some of our service manager activities, which are mainly requests for supplies, certain products.

We do re-house implementation, sales calls for our B2B segment, so it's business to business. We are actually covering all of our sales interactions with our clients within Sales Cloud, just trying to keep the information in one place and all of the activities, according to the sales cycle, within the Sales Cloud, within the certain records inside Salesforce.

How has it helped my organization?

The main way the solution has improved the organization is by giving a good understanding of how the salespeople should be tracked, how to restructure their work. Normally salespeople can be disorganized, so we have people who do something which is very difficult to track. However, some people won't do anything until the deadline is tomorrow. So all of the directions, all of the processes should be tracked and sales will give you the understanding. If a salesperson is working to discover a relationship with a client and is trying to sell something, it can be very easy, very intuitive, with very few fields. 

Then you can see if something is moving on or still at the same place for months or even years. You can easily identify it by creating the opportunity and seeing whether you made progress or not. As long as you understand how it should be tracked, the only thing is left to go to sales and say that you expect anything you do to be reflecting this in a certain record, and either I see the progress there, or I can see there's no progress at all. You can say that you're doing something, but if I do not see it within the system, it does not exist.

What is most valuable?

One of the most valuable features is with management within Salesforce. This is one of the important parts of the process we have right now in place. 

First of all, the point of view that Salesforce gives you on certain object models normally satisfies the biggest parts of the business. In a lot of business scenarios, because the sales process is more or less at a high level the same, in different areas, it's been changing. On the high level, it's all about managing the clients, managing the opportunities around those clients, managing the tasks, calls, activities, all those things are already pretty fine on Salesforce. 

Flexibility is the second point I would like to mention. The flexibility is pretty high and we can set up different scenarios. We can use different pools, both with developer experience and with development experience, making things automated within Salesforce. So it gives you an opportunity for not just a flexible set up, the processes you would like to set, but also to automate the things and make the automation for different scenarios, like providing emails, assigning leads, assigning the right clients to the right people. And also automate that during the sales cycle, if we're talking about providing the resources and providing the information resources.

And I would say the interface isn't perfect, but it's much better than the other CRM systems can provide. So it's not 100% modern if they're talking about making it 21, but compared with the competitors, you can see that Salesforce is way better in terms of user experience. Working the system, it's much more intuitive, it's more user-oriented, user friendly than the other systems I had in my previous experience.

What needs improvement?

One area where the solution could improve is with handling feature requests. Salesforce has its own community all over the world and people submit ideas saying, okay, that's what's needed. The number of requests is pretty high, and all of these requests are stored for years, but people need these. These features that I requested really sound obvious, but they're still for five, four, six years remaining just the same. When you search for a feature and find that someone created a request years ago, and 6,000 or more are saying, "yes, of course, we need this," it's an obvious feature. It's not that difficult to implement but the waiting line can be up to 10 years long.

One of the features I'd like to see in a future release is a way to see the updates of all the records that I follow. Not an email notification, but a single page to see the information for all the records I'm following. There is a solution that can partially satisfy this need in Salesforce Classic, but it's also classic and old-fashioned, and we would not like to promote the initial sales software within our firm. We are trying to keep Salesforce Lightning as the main tool. Rather than asking the commercial director to switch to Salesforce Classic, just to see a part of the information, but if you need both, we'll be able to give it.

The other area that is definitely a waking point for me is the integration with Slack. Slack is pretty popular and we're trying to launch it as well. The basic integration that is out-of-the-box is pretty small. Having both of these products in the product portfolio in the same company, we actually really expect to have it highly integrated for different scenarios, like task assignments, following notification, so even the same balance can be done within Slack and assigned to a certain account record in Salesforce. There is a huge field for improvement; right now these two products are pretty separated, despite the service.

And the third thing I would say is a Salesforce strategy. A lot of countries, all over the world are trying to protect personal data. And the limitations are increasing here and in new territories, like China, Russia, India, Arabic countries, GDPR regulation, European Union, all of these things that you require the new response from the platforms that are actually dealing with this personal data, personal information. Salesforce itself, its data is a GDPR compliance system, out of the box. The only funny thing is it's two digital compliance until you start entering the personal data there. As long as you are entering personal data there, so they can do some GDPR compliance, in terms of Russian regulation, Chinese regulation, Arabic countries' regulation. It's definitely something that we expect to be improved.

For how long have I used the solution?

I've been working with Salesforce Sales Cloud for three and a half years.

What do I think about the stability of the solution?

The stability and performance of Sales Cloud itself, which is provided by Salesforce, is pretty good. We are pretty satisfied with it. We didn't have any huge lags in months with Salesforce downtime; some certain tools that we actually implemented ourselves, were not the level of reliability of Salesforce, though. But that was something we implemented in our own home. The problem was not with Salesforce, but really the tools, the way we actually implemented it.

What do I think about the scalability of the solution?

Ease of scalability depends on where we actually are scaling, and if we had a certain predicted behavior, such as we have a new region to sell, we have a new person in the new region or have a new account, etc. It definitely requires not just some maintenance, but some developments as well. 

We have approximately 100 users in our company. We're using the solution more and more often. Initially, it was a certain form where sales just gave everyone the opportunity. Then we came to the decision, we want this as a system to direct those people on a regular basis. Now we have a regular meeting and the information from Salesforce is checked by the commercial director. We're trying to introduce the solution to see the broader picture, the full pipeline for targeting the client, and finishing the client when you've closed the case.

How are customer service and support?

Technical support has been pretty helpful, in those rare cases I actually use it. During my previous experience, which was also connected with Salesforce, we had some strange cases escalated to Salesforce, and the answer was, okay, we will fix this in one of our upcoming releases. But that was a matter of half a year, and we had a business stopping issue. But after a certain escalation, we actually managed to do this fix earlier. However, we expected it to be faster.

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

Previously, I've worked with this SAP, and I was working with a custom regionally developed CRM system based on the Microsoft platform. Salesforce has better flexibility and orientation to the user. SAP has perfect functionality and it's really powerful. However, I wasn't fulfilled with the SAP for five years before I actually left SAP. It was like people who developed it just forgot about the end-users. So the interface, how the end-users actually interacted with the system, was horrible. Salesforce is way better. However, SAP also had the best effort in giving data during the later five years.

How was the initial setup?

The initial deployment can take time. We started the project in February, and the deployment was in June, end of June. Five months, and we are not talking about the prerequisites, because we gathered the business scenarios we need to finish the analysis. So if you're talking about the analysis and prerequisites as well, so it will three months more.

Update deployment prevents a lot of issues, as it gives you the opportunity to change the things that can be badly influencing the production system. So you invest some time to get a deployment done. It still takes hours to deploy and there is a certain benefit behind this. The more time spent on deploying, the fewer issues on production. However, there is certainly fuel for improvement there.

What about the implementation team?

The initial deployment was a group of about 20, involving people from different parts, both development, quality assurance people, admins, business analysts, business representatives, salespeople, pre-sales people department. So this group was much broader than future deployments.

There is only one person who actually doing update deployment for us. However, the more we grow, the more people will be involved in the deployment. And we work with the vendor because certain parts of our implementation require the help of Salesforce authorized companies which help us to do this. And there were more people than one to do the deployment because different groups of people were involved in the development. To merge the codes of different groups of development, we required the efforts of recruiting people. Either two or three people were involved in the deployment; they were not only our internal team working with the development.

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

Right now I'm operating on the Russian market, and in terms of investment value and return of the investment, Salesforce right now is pretty good in the Western markets where the price of the employees is pretty high.

Here in Russia, the country has a cheaper workforce, so the investment into Salesforce Solution is questionable, in terms of the return on the investment. The price model, is oriented on the best markets and there is a certain sense of investment in Salesforce there; but here in Russia, prices for the workforce can do the same thing easily. It's the 21st century, probably manual work should be reduced each day. We think if we look at this problem in terms of the investment, it will be a big question if it's worth the money, as Salesforce is pretty expensive.

What other advice do I have?

The biggest advice that I can give to anyone considering Sales Cloud is to develop a good pre-analysis before the implementation and don't overload the stages of the opportunity. Think what the main purpose of these stages is. The best way to make it work for salespeople and for the commercial department is to structure it that way, that it will now reflect the stages of the penetration to the client. Pursue methodology, when we have targets, interact, propose, close. It's not just throwing the opportunity between the different departments, but it's complete and clear and simple, which is very important. You don't have 20 stages, but you have five certain career stages, which actually reflect the steps when you're closer and closer to the deal. Not in terms of working with the documents, but in terms of structuring the sales process in terms of the penetration to the clients.

Also, very close to the implementation, the final day of the goal, dedicate as much time as possible to the data migration. Dedicate as much time as you have, consider doing data migration; it will be difficult. We will have a lot of migrant issues rolling the data from the previous system to the new one. So two or three weeks is the shortest period that should be dedicated to that purpose.

I would rate the solution a seven 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.
PeerSpot user
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: March 2024
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.