Salesforce Sales Cloud Reviews

My primary use case of Sales Cloud is for account management. It's usually used by the sales teams, to organize our accounts and actually target certain accounts, to push certain products over to them. We have it linked with our current ERP platform, SAP, to give us visibility on invoices and products, what we call pack sizes, where we can build reports that help the sales teams do their jobs more efficiently. We also use it to create call cases, which is our product complaints process. 

The number one benefit of Sales Cloud is the visibility of accounts. Before, when people were communicating by email, for example, things could get lost in translation. Whereas, now, we can centralize all communication to a specific account. We can then tie it in and create follow-up tasks—based on what we call the chatted posts—on the actual records themselves. Communication has definitely been a lot more centralized, and it gives everyone the visibility needed on their accounts, whether it's on their desktop or even their phone, on the mobile app. 

One of the most valuable features is the automation of Sales Cloud. It gives us the ability to easily—without the use of coding—create automation in order for us to do our work a lot more efficiently, whether it's notification reminders or certain automatic processes. There are a lot of things that Sales Cloud can do that, in my opinion, make everyone's jobs a whole lot easier and give them the visibility they need when they require it, when talking to customers and prospecting. It makes the account management process easier as well. 

Sales Cloud could be improved with more training. In general, the training is very good, but you have to really seek out some good options in order to upskill yourself. Another thing, which could also be a benefit, is that Sales is very customizable. If you move from one organization to another, you can see your Salesforce as before, but their Sales Cloud may look completely different from what you're used to. It's not like Microsoft Excel or Trello, where the layout and all the functions are the same. Because it's so customizable, I feel like there is a bit of a learning curve when you inherit another Sales Cloud instance. To be honest, I think that's the beauty of Salesforce because you can customize it so much to fit your needs as a company. It follows your processes and use cases in order for you to get the most out of the system itself. 

The other thing I believe Salesforce could improve on is the file storage system. Salesforce is very good for its account management processes and automation, but when it comes to file storage, it could use a bit of work to rival that of something like Microsoft OneDrive or SharePoint. With that being said, there is a lot of integration with a tool called Files Connect, which allows you to connect to SharePoint or OneDrive, so it's not an issue moving forward, but it's something that they could improve. 

An additional feature we would like to see is better integration. A lot of software is already very well-integrated with Salesforce, directly as well, but I think that because we use SAP, we would like to see more of a direct link. We have one via a third-party solution, but I think that integration should eventually be a lot easier without the use of a third-party. For now, it's still very manageable, though. 

I have been using Sales Cloud for eight years now. 

The performance is very good. Every now and again, there may be something up with the system, but Salesforce is very transparent when it comes to these issues. 

Sales Cloud requires maintenance three times a year, so you need to be ready for when the product launchers come. 

This solution is definitely very scalable. We work in a multinational company—in Australia, we have approximately 70 people using Sales Cloud, but we use Salesforce in the other countries as well. In total, I'd guess there are around 2,000 people who use it. Our sales team uses it maybe 30% of the time because a lot of our main selling processes are still external. Given that our organization has a mature customer base, this is the way things have been done for a long time. We're translating processes bit by bit—maybe three projects a year—translating big things in order for us to do it within the Salesforce Sales Cloud CRM. We would like to get engagement up to 50-60% in the coming years, and we'll definitely see that engagement with initial projects that we're rolling out for the coming years and beyond. 

Salesforce replicated very well within multiple organizations. We've got one organization for several countries across the world, even though we've only got 70 people in Australia, and I think it will be very easy for us to use as we move forward. There are times when we need a bit more training, but I think that the onus is on them. Salesforce provides their own training and upskilling lessons called Trailhead, so they're very helpful. 

I contacted Salesforce in my previous role and I had a really good experience. Whenever you create a case, they get back to you quite quickly a lot of the time. I previously communicated with the account executive of Salesforce and they were very helpful with their processes. If they can't help us directly, they're more than happy to lead us in the right direction. So far, it's been a great experience. 

I don't have previous experience with similar products—I've only really worked with Salesforce. 

Just last year, I deployed this solution with my current company. It was a bit challenging to translate our current business processes into Salesforce. We have about 80% of the functionality that we used to—for example, copying and pasting from an email into a Word document or Excel is a lot easier than copying and pasting it into Salesforce. There's not that like-for-like translation. 

There were three people involved in the deployment process and it took about 18 months.

We implemented Salesforce through an in-house team. 

They're the best in the business, so I think their business model is definitely based on that. The cost is worthwhile, to me, and I think it's fair because of the customization capabilities. However, small organizations that are just starting out might struggle to pay for something additional like this, so they might have only one or two. You pay per license with this sort of solution, as well as any additional benefits. They have what they call managed packages, some of which are free, but some you have to pay for. My understanding is that Salesforce is a little bit expensive, but in terms of the efficiencies, automation, and visibility, I think it's definitely value for money. 

The advice I would give to someone looking into implementing Salesforce is to know the business inside and out—that would be what they call a functional consultant—because a lot of processes can be translated easily enough without the use of coding. For us, it took about 18 months of scoping in order to get the best process moving forward. The implementation can be as easy or as difficult as you want it to be. If you translate all your processes together, then I think it will be more difficult, but you essentially have to give a bit in order to take.

I recommend engaging with an experienced Salesforce consultant or partner in order to get the most out of the system because if you're doing it yourself, it might get a bit overwhelming, especially if you don't have any CRM experience. Just know that almost anything is possible with Salesforce. A lot of the companies I used to work for were built on Salesforce and all opportunities—revenue-driven processes—were driven through Salesforce. It's easily done, especially within the e-commerce and tech software industries. Sales Cloud is very applicable, but make sure to engage a partner who is experienced in rolling out Salesforce. There are partners who specialize in the education sector, F&B, etc., so you have options. 

I rate Salesforce a nine out of ten. 

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.

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. 

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. 

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

Scalability is wonderful.

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

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

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. 

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

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

I primarily use the solution for persuing sales. You can follow up on opportunities very easily when you use it. I also use it for case tracking.

The product offers sales best practices. If I establish a funnel and I've got four salespeople, and the average conversion rate of new leads is 18% and one person's at 30%, I could ask them what they're doing and I could get them to show me their pitch. Then I could teach the other salespeople to imitate them. I could quickly look at that in the forecast year and go, okay, I don't know what that person's doing, however, they're converting to the stages at a higher rate so let's ask them what they're doing and then orient all the other salespeople to follow that best practice. That way, all numbers could go up as well.

The aspect I found most valuable was the conversion rates. As a new business, we figured out by filling out the funnel that we can convert 18% of stage one. Therefore, if you could use that math, you can say "if I want to make a million dollars in sales this year, and I make $20,000 a sale, I will need X number of people." You can work backward and project, for example, this is how many people you better have on the file. It's helpful sales forecasting.

While they've done a really good job of being a CRM tool and being, in my case, a sales forecasting tool, if they could integrate with other enterprises' IT aspects - like SAP and ERP - it would be great. A little bit of integration across the corporation would be helpful. If they could have convenient APIs into the other parts of the corporation that I wish to share data with, that would be helpful.

I've used the solution for around ten years or so. 

The stability is very, very good. There are no bugs or glitches. The performance is great.

The solution can scale massively. I've been quite impressed.

In my one organization, we went from ten to 40 people with no issues. 

The solution is being extensively used. I haven't looked back at the competition and had to make a new purchase evaluation, however, my perception is Salesforce took over the space.

It's one of those solutions where you can just start using the product immediately. You don't really need to do any setup or any thinking. You just start using it. After using it for three months, you probably will never go back.

I did use technical support in the past. They walked the talk on CRM. They're one of the companies that eats their own dog food. They're super knowledgeable with the support that was clearly ahead of the game. Whoever I called could quickly pull up my account and know who I was and what my company was. They were using a lot of their own business intelligence and things in the back end.

Overall, I was impressed with the level of support.

I mostly use Excel, however, for clients, I tend to use Salesforce and ZenDesk as well.

The move to Salesforce was mostly due to the fact that it was super easy to use. The best sales guys also recommended it. They liked it as they were always selling and always making money and always on the road. The sales team hated the idea of coming back into the office and doing their stats. The fact that they could update it on the road, and I could just go in and look at it every week and talk to everybody from their phones and say, here's the story was ideal for their sales process. They hated pushing their money to this big enterprise product that seemed not to create any great insight and forced them to have a meeting on site. Everyone preferred Salesforce's ease of use and remote updates.

The initial setup is very simple and straightforward. 

I'm not sure of the exact pricing. My understanding is that it was super cheap on RAM - a lot like Jira. If you're at a really small startup and you have 10 people, the licenses are practically free. Their theory is, as you grow, you're going to scale and hit 50 pretty soon and then they'll start charging more.

I'm not sure which version of the solution I'm using. It's mostly set up by the client.

I'm familiar with the cloud and on-premises deployment models. Most clients are on the cloud now. 

I'd rate the solution at a nine out of ten. They have an excellent reputation and live up to it. 

This is a cloud solution. Within my company, we have around 150 users.

The user interface is pretty simple.

This is definitely a solution for the younger generation because it's working with the web frontend. There's a lot of new stuff where you can scroll down, use via handheld, and so on. As a cloud solution with web browser, it's different than my classical way of thinking. It's modern, but for older people, maybe it's not that understandable. It could be more user-friendly, maybe with an option to switch between interfaces.

I have been using this solution for the past two years.

Within other companies, I have previously used C/4HANA, which is the SAP product for CRM. From my user experience, I prefer SAP.

I think it's complex and simple. Because it's a cloud solution, you can maybe put in a logo or something like that, but the functionality is provided by the manufacturer, by Salesforce itself.

On a scale of 1 to 5, I would rate the difficulty of setup a 3.

I would rate this solution 6 out of 10.

Salesforce started as pure CRM software. For the CRM environment, this might be pretty good, but imagine when you have to interface this. Regarding interfaces, there could be some improvement.

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.

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.

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.

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.

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.

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

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.

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.

I'm using it for the selection of sale pipelines, project opportunities, and sales analysis.

I'm using its latest version.

It is easy to customize, and it is also easy to view the summary of a project opportunity. 

There is a ton of information on the dashboard. Reports are also there for us. We can analyze information across the team and across a period, such as quarterly or annually.

There are multiple views to display information. You can display information as a table, and you can also split the views.

It is a bit pricey.

I have been using this solution for about a year.

It is stable.

I have not tried to scale it. We have five to seven people in my team who are using this solution.

I'm working in a global company, and in my business unit, for the local region, we have five to seven people using this. We also have a group of people abroad who view this information.

I have not interacted with their technical support.

I used another one about three years ago, but I prefer Salesforce.

It might be a bit complex the first time, but it is not very hard to understand.

It was done inside the organization. We have a team for this.

Its license is expensive. It is probably a lot more than smaller solutions. It is around £500 a month, but I don't know how many licenses we have.

So far, everything has been good. I would advise others to go for it if they can afford it. It is very good.

I would rate it a nine out of 10 because nothing is perfect.

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.

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.

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.

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.

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.

The technical support is fine.

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.

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.

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.

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.

I am a Salesforce consultant for multiple clients, and we have different scenarios wherein the Salesforce Sales Cloud has been used. Use cases include different scenarios and different industries, so from banking to automobile industries, to NGOs, nonprofits too.

One use case is for a client in the automobile industry. There is a sales process, sales funnel, that has been built for the particular company, according to the region. When there is a lead that comes into Salesforce, according to the region, they will be assigned to a particular salesperson. If the lead is converted, then an opportunity has been created and the opportunity is nurtured through Salesforce. There are different tasks that will then be allotted to the particular salesperson in each opportunity stage.

Sales Cloud in particular is a very, very powerful tool, and we can build on top of the existing platform for the requirements each company has. So if there is a particular workflow that we need to build, particular validation, or there is a particular scenario that we need to capture which is not there in Salesforce, or not in the inbuilt system -- then Salesforce is a very powerful tool that helps us to build that through tools like Process Builder or Flows, or even write code to achieve these scenarios. It's a very dynamic system.

One valuable feature with Sales Cloud is the opportunity for nurturing leads, and there are different sales processes that we can establish in Salesforce to do this. Having different sales processes helps us to diversify the whole system for different regions or different products. The same processes will help a lot in managing or helping out the salespersons to nurture those opportunities.

I've been totally into Salesforce, and almost everything can be achieved through either the configuration part or doing customization. One area that needed improvement though was with the record views. The record views were not aligned, and they have no split views. So to see each record, we had to go back and then select another one from the list, but that has been fixed. One current issue is the system requirement for running Salesforce Lightning. For current computers, it works fine, but for people who are using old systems, there is a lag in loading the Lightning pages. Lightning is the new interface that Salesforce has for the records and seeing the whole data. So if there is an old system used, or if the infrastructure is not correct, then customers are having an issue and it's taking a lot of time to load.

An additional feature that could be added is the email templates. At the moment, it is actually still not a feature to set up email templates. There are two views in Salesforce, the Classic and the Lightning. To set email templates and have those processes, we have to go back to Classic and then do the whole process. It would be beneficial if everything was happening in Lightning itself so that people don't have to switch back and forth. But I think that's down the roadmap of Salesforce to have everything in Lightning.

I've been working with Salesforce for the past five to six years.

With the cloud infrastructure, the stability of the solution is pretty good. There has not been much downtime, or I've never seen any downtime happening in my experience with Salesforce at all. They are evolving in performance, too. The transition from Classic to Lightning was a major shift they had, and that has increased a lot of performance. The solution has been more powerful since it was transitioned to Lightning. If you don't have the right infrastructure, then we see performance issues.

Salesforce is super easy to scale. If you want to add users, you just need the licenses. If you want to add additional features, scalability is not an issue with Salesforce.

The solution is suitable for every sized company. It makes things easier, even for small companies. The amount of manual work can be reduced if they have a proper automated system in place.

We've been in contact with technical support multiple times. They're very responsive and it seems we get an immediate response back from the technical team. In the case where the issues has not been resolved from the lower level, they escalate it to the technical team. I would say they say the technical support process is quite good. But for that too, there is a package I think needs to be bought for high-end technical support. For regular users, there is a certain level of technical support that Salesforce offers, and then if you need more, we need to have an engagement for that.

We have some experience with Zoho CRM, but I wouldn't say it is as comparable as Salesforce. It has a different set of Salesforce setups in Zoho.

With adding multiple sales processes or more fields to the layouts, Salesforce is more flexible and bigger than Zoho.

The initial setup of Salesforce is pretty straightforward. The deployment process is quite easy. With that being said, I would say there are a lot of instances where this pretty straightforwardness has been misused. There need to be some guidelines or DevOps processes in place so that people don't just push things to production.

The solution does not require any onsite maintenance; since it's cloud, the maintenance is done automatically. Since the platform is evolving, there are cases where they add in a few security points or depreciate a few old processes. Then we might need some enhancements done to the work that we did.

Just one developer can have test classes built in and then push it over to production. There have been cases where we see that even one admin team in companies just does the whole end-to-end, adding the component, then pushing to production. It is not an extensive, manpower-required process.

Pricing wise, I'm not sure how affordable the solution is, because for each market it's different. For small companies, I don't know how the pricing point works, but feature wise, I would say it is a very useful tool for all sized companies.

My advice to any company implementing any product is to have their processes lined up, at least on paper first, rather than going to a system. I've seen this happen with a few clients. Their structure is not set, but they come into the CRM and then they build on the go, which creates a lot of best practice issues when they do that.

Before implementing any CRM, I would suggest that any company should have a proper sales process or their processes lined up, and have a clear idea of what they want to happen in the system so that that can be translated easily onto the system.

I would rate Sales Cloud a nine out of ten because I'm totally into Salesforce and I appreciate the product a lot.