Salesforce Sales Cloud Reviews

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

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

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

I have been using the product for three years. 

I haven't encountered any bugs with the product. 

The tool is scalable. My company has 35 users. 

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

Positive

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

The tool's deployment is easy. 

I rate the overall product a nine out of ten. 

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

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

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

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

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

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

It is a very scalable solution.

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

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

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

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

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

I rate the tool a ten out of ten.

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.

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.

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.

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

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

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

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.

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

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.

Since Salesforce Sales Cloud is a CRM solution, we use it for keeping contact information, opportunity management, sales planning, and accounts planning. We also use the solution's AI functions.

The most valuable features of Salesforce Sales Cloud are opportunity management and metric integration.

The solution's configuration could be improved because getting a purchase order and administrating the right fields can be a real headache for us, especially when the Sales Cloud system enters an error stage. We get explanatory errors, and there's no indication of how to solve those errors. For me, that's just incomprehensible.

The solution's mobile experience and opportunity management should be easier for auto-selecting things.

I have been using Salesforce Sales Cloud for nine months.

As far as I know, the solution experiences downtime only during planned maintenance. I've never experienced an unplanned outage, which is pretty good.

I rate Salesforce Sales Cloud a nine out of ten for stability.

The systematic integration in the opportunity section helps us streamline opportunity management. We used the solution in the first year for account planning and territory management, which was helpful.

I would recommend Salesforce Sales Cloud to other users. Users should be very careful about pulling everything, and they should keep it as simple as possible. If you're going to create something that will produce errors, then make sure that they explain how to fix it.

The solution's mobile experience for our sales team is not good. I rate the solution's mobile experience a two or three out of ten.

With Salesforce Sales Cloud, we have everything in one spot, and the solution's AI function really improves our experience.

Overall, I rate Salesforce Sales Cloud a seven out of ten.

I help implement solutions for customers like retailers and the automotive industry. It's used typically to help them with the cold sales process and help them go digital as much as possible into the cloud solutions. That's where we recommend Salesforce solutions based on the discovery we do with customers. We help implement the Sales Cloud platform for the customers. It's a software as a service primarily.

From the company perspective, the benefits would be the quicker return on investment, especially into the sales and service model. It's great for any company deeply into the sales and service model. In terms of investing in Salesforce, which could be Sales Cloud or Service Cloud, two of the offerings that come from Salesforce, the biggest win when I reach out to customers is showcasing to them the quickest way to ROI.

From the customers' point of view, if someone is using this product, Sales Cloud, since it is software as a service, it's pay as you go. The development cost, maintenance cost, everything will be drastically reduced - unlike traditional infrastructure where we maintain everything on our own. With Salesforce being a cloud computing solution, that's less of a headache.

I pay for a number of users who will be using the system in my company. It's license-based and there are various plans available based on the size and type of the organization that I have. That gives a lot of flexibility. You don't need to have strong developers or coders to build something moderately complex. You can do it using a few clicks.

It's really vast. The features that we have and everything else that we can do on the platform are really vast. Salesforce keeps coming up with a lot of new ideas to make sure people can learn this in various ways very easily. They're also targeting importing the admins - not only the developers. They want everybody to be able to click and configure rather than read through some code, et cetera. That's a positive side. Salesforce has been doing a very great job in bringing that to all people as much as possible.

It's a great product and most of the customers are getting a benefit out of using Salesforce.

With the solution being very vast, they need to prioritize features.

So many features being released can be a bottleneck for 90% of the customers. Salesforce has it in their roadmap for the near fix. There are some things that have been on the roadmap for a long time, and there's just so much. You wish they could get certain things out faster. 

One thing that's lacking, especially when I talk to a lot of customers, is the forecasting and revenue capabilities. That's missing from the Sales Cloud itself. You don't have a great way of forecasting or projecting revenue or growth from the information that you currently have in Sales Cloud. That requires a lot of customization and dependencies with a lot of other systems. It would be really great and attract more customers if that becomes readily available out of the box.

I wish the licensing costs and everything else would really become feasible for most of the customers. If it was more affordable, Salesforce would continue to see a lot of customers using their product.

I've been using it quite for some time. It's kind of my day-to-day interaction.

There will be hiccups around releases sometimes. Salesforce releases will be four times a year. Every quarter they do release major upgrades and a lot of new features across the clouds of sales, service, and marketing as well as several other clouds. At times, we see some bugs introduced unintentionally due to the new features or upgrades. In 99% of the cases, Salesforce is quick enough to fix them with an immediate patch or release. In very few cases, they wouldn't be able to and they will take a little bit of time. It may take a couple of months to apply the fix.

Overall, it's great. I have never seen the system being down due to a bug or an upgrade. On the other hand, there could be incidents with the DNS or the network provider - issues with the hardware side that could bring down your sales, for instance, for a few minutes or a few hours. The worst I have seen was one day - and that's in my entire decade Salesforce career.

It's easy to scale. It's 100% scalable.

I happen to work for all types of businesses, meaning startups to large enterprise organizations. Salesforce also offers an unlimited edition which is the premium one. It's a little pricey, however, you get all the features and benefits. Typically, large enterprise organizations will go with the unlimited edition. You can have a professional edition or a couple of other types. People choose enterprise versus professional based on the size of the organization and the number of users who would use the system. 

80% of clients are happy with it and are likely to keep using it. 

Technical support is very good. Tech support comes based on the type of edition that you're using. If you are a premier customer, you have thousands of users and licenses. If yours is the unlimited edition, you will have the A-plus support. If anything comes up, the resolution time is one hour. It goes down based on the type of edition, the type of support package that you have with Salesforce. Overall, it's good. If anything is down in production, they address it within eight hours.

The initial setup is straightforward. They give us some sort of trial log. You take a few weeks and just look around. If you are comfortable, you'll sign the contract and they convert it to the production log, so that trial becomes your sales production.

Typically, unless you are very sure about buying the product, what happens is we recommend, as a consultant, that you can talk to Salesforce and get a trial log. They give you a Salesforce instance. It is not a production instance, it's more of a trial log. The recommendation is you take one or two consultants and set up something really quickly, in a week or two as a prototype, and see if you really like it and your users would like it. You need to ask: are you getting really the benefit of using Salesforce, or not? That would be the quickest way to come to a conclusion, whether this is the right product or not.

Once you want to move forward with Salesforce, we have two options. Either we can get a brand new log, or Salesforce is capable of converting that trial log into your production version so that you can continue to build your stuff there.

One person can do it by themselves in terms of setting it up. You don't need a big team.

There's no maintenance necessary. Once we set it up, it'll be theirs and that's it. You just need to log in and start using it.

Clients have seen very good ROI. Especially users. The data is very good in most of the organizations where we have recommended and implemented Salesforce. That's improving the productivity and they have seen a very good return on investment in several aspects. Some of them are tangible and some of them are soft savings, however, the overall ROI is really good for most of the clients.

You need to pay for the license per user per month. For example, you need to pay $100 per user. If you have 200 users using your Salesforce, that would be multiplied by a hundred, that's $20,000 per month and a quarter million per year. That never stops.

That's a recurring cost. If someone is not ready and hasn't thought through, maybe they would be disappointed in terms of the cost and price. 20% might drop off of Salesforce for various reasons. Mostly, they come to think that Salesforce might not be the right platform for them.

If you get the unlimited edition and a huge number of licenses, the price will go down for sure due to the size of the business. However, if you are starting with really a small fit, it is pricey.

There are additional costs. That depends on, for example, if you have Salesforce Sales Cloud. That's the primary product. After a while, if you decided to enhance or extend it to Service Cloud, you might want to buy a call center product which is Service Cloud.

For that Service Cloud, all you need is additional feature licenses as you already have Salesforce and Sales Cloud on top of that. Some of your users will be part of the call center. In those cases, you will pay a little bit of additional money for those Service Cloud licenses. Again, it depends on the type of product that you're looking for. Those additional features will come with a feature license cost.

We did evaluate other options. We also try to recommend the best product for customers. For example, we go through the requirements and current processes, and everything else as part of the analysis and discovery phase. We see that the phase of the customer and their income and everything else that says the cost that they need to pay for Salesforce. More importantly, we see the day-to-day business that they do. If it is not that heavy, they really don't need Salesforce for what they're doing. In those cases, we recommend building their own solution using Java. It's a one-time investment. They won't have a recurring cost. That's an option for some.

There's also Pega, which is fulfilling Salesforce in the CRM world. There's also ViVA and a few other CRM products competitive to Salesforce, however, they have light pricing and are very affordable. Of course, they're not as super scalable as Salesforce.

We are just end-users. We don't have a business relationship with Salesforce. 

Anyone considering Salesforce should choose the right implementation partner. They should consider choosing a professional implementation partner right from the beginning. It really helps taking professionals that can evaluate and tell you right at the beginning whether Salesforce is the right fit or not. Even if it is the right fit, they will help you build in the right direction. It could go completely wrong if you don't have a very good architect in the first place when designing the system. Once you design and start accessing it, you will create a good number of records and data.

Down the line, in a couple of years, if you realize that this model won't work, then it is a huge cost to be paid if you want to redo the whole thing. I have seen this multiple times with a lot of other clients, where they were not really knowledgeable and screwed up and ended up paying more for rectifying everything. Therefore, invest money and time in the beginning rather than being sorry later.

I'd rate the solution at a nine out of ten.

I last used it to trace a commercial opportunity. I use it since I am notified about commercial opportunities. Our main use case is tracking. 

The most valuable features of Salesforce Sales Cloud are the ability to track portfolio opportunities and reporting capabilities. The notification process inside the platform is also very valuable, and extracting reports is extremely useful. However, we are currently using only a small part of its functionality.

At the moment, Salesforce Sales Cloud is mainly used by key account managers and the commercial team. We are also looking to extend its use and functionality to the presale team.

As a presale team leader, I see a need to better understand the platform because our current knowledge is limited. This makes it difficult to explore possible extensions of its use. We also want more detailed information on commercial opportunities included in the tool. It needs to include better documentation on the functions it offers. 

I have been using the product for two years. 

The tool's stability is very good, and I rate it a ten out of ten. 

I rate the tool's scalability a nine out of ten. We use it two to three times a month. My company has around 100 users, and my team has 12 members. 

I haven't contacted the technical support team for the solution yet. 

Currently, there is no impact on the duration of our sales cycle. We are asking more in-depth questions about the platform because, so far, there is no clear benefit. We are still looking internally to understand how to use it more profitably. I'm not involved in the investment itself. I'm just the final user, so it's something that other sales teams in the company evaluate.

We update all our software to the latest versions as an internal policy. Salesforce Sales Cloud is the standard tool in our company. It is integrated with other application platforms developed in the company, which are proprietary software. The integration was difficult, but I don't have direct experience with that process.

My advice to people looking to implement the tool is that they should understand the organization in which the solution will be applied, including the business processes. A certain degree of customization is needed when applying the platform to the real context. Good advice would be to analyse the needs deeply before implementation.

I rate the overall product a nine out of ten. I think it's a good platform. It's versatile and can be applied in many different contexts so that it can be recommended.

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

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.

I have been using Salesforce Sales Cloud since 2018. 

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. 

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. 

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

It's really the field sales mobility and alignment with the customer-service functions, so Service and Sales Cloud alignment through Salesforce.

We use the SaaS version. Predominantly, it's pipeline management and Salesforce optimization. We are a smaller company, so there are about 80 users working with Sales Cloud.

In my company, we have very manual backend disparate systems, but the good news is that through Salesforce—not only the Sales Cloud, but the Commerce Cloud—our customer-facing experience is best-in-class with this solution. We give all our customer service and sales teams a shared view of every one of our customers. Obviously, there's all the analytics and now the AI business analytics. 

It easily integrates with different ERPs, so we are now, in a progressive manner, implementing an ERP across a large food manufacturing business. There is no down time to the customers because the backend will implement this in terms of finance and operations, but the frontend and sales experience for customers is unaffected because Salesforce is basically ERP standalone, ERP agnostic.

I like that Salesforce is ERP agnostic. In the past and at different companies, I have implemented new or replacement ERPs. It's best in class. I like that it's a SaaS. I like that it can work on any device—any Windows, Android, or Apple device. It can also sync with your Office suite, i.e. your Outlook calendar. It has a lot of features: the dashboards, the reporting, the hierarchy, and just the ability to connect to many different technologies and main best-in-class ERPs and other systems, including eCommerce.

It would be nice if they had an ERP offering or a firm strategic partnership with a best-in-class ERP. So rather than say they're just ERP agnostic, you would pick whichever ERP you want, which is very generic. I think it would have a lot of merit if they partnered strategically with a best-in-class trusted ERP platform or acquired an ERP platform.

I would like to see AI leveraged for proactive business decision support. For instance, if some sales trends change, rather than relying on a business analyst to analyze reports, it would be nice to leverage AI so workforces could be notified of changes—be it business intelligence, or capability, whether it's good or bad—so you can respond to it proactively. It would be nice to see this done in a simple, automatic, cost-effective manner.

I was a long-term customer when I worked at Zodiac Marine & Pool, which is a global French company. I was the regional head of IT, which was the chief technology officer. I implemented Salesforce Sales Cloud in the region and worked very closely with the Americas and the EMEA—Europe, Middle East, Africa—counterparts to implement it across the globe. When I was at Hills Limited, which is an Australian public-listed company, I was the head of technology there as well, and I oversaw the whole Salesforce instance, which used Service Cloud, Sales Cloud, and Marketing Clouds. My new employer, My Muscle Chef, is also a large Salesforce customer.

In the earlier days, there were challenges with broadband and internet being cost-effectively and easily available at all times, but now, it's very good.

As long as your business rules and master data is clean, and as long as it's configured correctly, the up-time is excellent. I've never encountered any issues. It's a very trusted vendor. Their systems never have outages. I think there was one outage in 10 years, but it works really well. It's excellent.

It's very scalable. I implemented it in a region and then integrated it globally with my other counterparts for thousands of users. It's very scalable. It's agile. You can scale down or up depending on the term of your contract.

At My Muscle Chef, all the front-facing, customer-facing technologies are basically Salesforce, which basically compensates our current legacy, disparate backend applications. It's all compensated heavily by the effectiveness of how well we use Salesforce. I'm also a chairman of a National Rugby League club called the Canterbury-Bankstown Bulldogs, and we are also a Salesforce customer.

We have our in-house team at the moment that deals with the partners, but when I was more technically involved in the implementation of the product, I dealt with customer support. As long as you are subscribed to the relevant type of support, it's excellent. It's global, and if you have 24/7 coverage, you get premium 24/7 coverage. It just depends on what type of subscription you have.

I've had a fair amount of experience with different platforms like Zendesk, SugarCRM, and ACT!. We replaced that with Salesforce. In the last four years, I have had experience with Microsoft Dynamics 365 CRM.

I think Salesforce is industry agnostic. It works well across all industries: sales, service, marketing, Commerce Cloud. That is its strength. Some of the less known solutions are more industry or bespoke to the size of the company. SugarCRM is probably more for a smaller, marketing boutique type of organization. Salesforce can do this but can also work in enterprise size companies.

The big challenge I'm finding at the moment is there's a shortage of skills, and if you are implementing Salesforce Cloud, it could be costly from an implementation cost point of view, but once it's implemented, it's a best-in-class solution. So it's the cost of achieving the actual implementation that is a challenge at the moment, with the cost of the labor and a shortage of skills in the Salesforce community.

For the deployment process, we have five dedicated, highly paid resourcers that maintain our Salesforce platforms, but we also work with agencies and partners.

The time it takes to deploy Salesforce depends on the size of the business, but if you want to implement it properly and integrate it with your other ERP or data systems, I would say six to twelve months, depending on how big your business is. But to do this properly, the change management, training, and the ownership and handover to the business will take a minimum of six months. Depending on the size of the business, it can be as long as twelve months if it's done properly.

It is a premium product, so it is not the cheapest solution. I think if it's implemented well, and you're getting the soft cost benefits, the efficiencies, it's justified. But not if you're looking at just apples for apples as a subscription, without the complexity that you can achieve. It can deal with complex business requirements. Some other CRMs can't. But you certainly pay, so it's a premium-charged solution. It's one of the more expensive ones. 

The only other additional cost would be support, depending on how complex your business is and how much change is required. At the moment, there's a shortage of talent in the Salesforce community. They're in high demand and very costly to recruit or to have an arrangement with, whether it's in a formal employment or partner arrangement.

One thing Microsoft Dynamics has that Salesforce does not is the full suite of applications in ERP, so that's one of the advantages. While Microsoft CRM is rapidly gaining good rankings in terms of improving, it might not be on par with Salesforce, but the value-add is the whole Microsoft suite of products, so the Microsoft 365, which is Office, SharePoint. These can all integrate with Salesforce, but they can give you everything, including this CRM and ERP all together in a single vendor experience.

I would rate this solution 9 out of 10. It is a premium product.

My biggest advice is to know your scope. Make sure you have buy-in, the executive ,down. It has to come from the leadership down. It can't be from an employee up, otherwise you won't have the buy-in, the optimized use of it. Then form a continuous improvement committee to ensure that you're leveraging the true capabilities of a best-in-class technology. Otherwise, you risk just using it for business-as-usual administration without necessarily leveraging the benefits of a SaaS, where there's ongoing new enhancements and capabilities. Unless you're investing in leveraging those, you're probably not getting the best return on your investment.