Salesforce Sales Cloud Reviews

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.

We use the solution for opportunity identification, pipeline management, and forecasting. Those are primarily the areas.

The solution has provided our company with a common platform, a common process, and has created a common skill set, and institutional awareness of major transactions. It's provided easier audit for opportunities, deal reviews, and automation features for reporting. 

The dashboards and dashboard customization are great.

The solution is stable and reliable.

You can scale the solution easily.

The setup is pretty fast.

Technical support is helpful and knowledgeable. 

The reporting formats could be better. We'd like to be able to graphically, optically, change what the selections are that we can choose to put a report or format in, just in how they appear, the aesthetics. There could be more presentation formats that are incorporated that would make them easier to transfer over to a PowerPoint or something. We should be able to export documentation capabilities that are more presentation-friendly outside of the system.

II want to be specific about what it looks like, what the actual report actually looks like. For example, the optics of the report, the colors that are used, the format that it's in. That's the main comment. The data is fine. It's how the report actually looks that's an issue.

I've been using the solution for more than 12 months at this point.

It's very stable. It's reliable. It's a good solution.

It scales well. A lot of people need to own that the solution will only work as well as its design, and how people apply it. The more information that can be given upfront about what the outcome requirements are, the better.

That's a conditional situation. It really depends on how engaged the client is in providing their requirements and then giving that stuff over so that it can be executed. It's a pretty well-thought-out solution that performs and scales well.

We have more than 5,000 users at this point. That's across departments in the services division. The solution is extensively used. 

I've dealt with technical support. They were good. They were on the better side. Nobody's perfect, however, they were pretty knowledgeable.

I've used multiple CRMs and NetSuite by Oracle in the past. In this organization, we had a homegrown solution that would not have been commercially marketed.

The initial setup was complex, however, it was well planned. There was a good approach. It was very formulaic. It allowed for customer feedback to help customize the solution. I thought it was a very interactive process.

The configuration part was relatively quick. It was the planning that took longer as it required a lot of internal reviews to discern what was important information and what wasn't. It's hard. I would say that the process was six months, however, the actual flipping the switch wasn't that long - maybe a couple of weeks.

That's why it's hard for me to discern where the breakpoint is. It was a lot of reviews, communication, et cetera. However, the enabling of the technology did not take very long. It was more or less deciding on how to enable the technology that took long.

There is a team that handles maintenance for the product. I don't deal with that directly.

I've done it probably two ways. One was an internal engagement. The other one was external. I know that Accenture was involved in that. I myself actually had to go to Chicago to train at one of the Accenture facilities to be a champion for their transition.

I'm an end-user. I'm using the most recent version of the solution.

I'd advise potential new users to make sure you're good by researching what's best for your organization and make sure that once you choose to go down that path, that you've put the right steps in for adoption. This or any other CRM will fail if the organization doesn't agree on the value or use of the tool.

I'd rate the solution at a nine out of ten. It is highly available, handles the majority of our business needs, and the consistency of its function is pretty strong. The capacity of capability is good.

I am a salesman with a systems integrator we use Salesforce Sales Cloud as our CRM solution.

As a CRM, it's relatively easy to use.

This product is lightweight.

The user interface could be more intuitive. I had some challenges with how to convert from a lead to an opportunity. It may have been due to our configuration, rather than the software, but I did not find it was intuitive.

Assigning team members to a deal is something that I found challenging.

It offers some level of integration with LinkedIn, although closer integration with LinkedIn would be good. On top of that, having tighter integration with other tools, like Franklin Covey or Miller Heiman would be good.

I have been working with Salesforce Sales Cloud for approximately five years, on and off.

This solution is super stable.

I've used a couple of other CRM solutions.

At a recent company, I used Siebel for a couple of years and it was very clunky. Anytime I wanted to use it, it would consume a lot of resources on my computer and it took a long time to load up. I haven't experienced that at all with Salesforce Sales Cloud.

Any of the limitations that I've felt when using this product could be due to our configuration, and not necessarily due to the software itself.

This is a product that I would recommend. The only thing that I would suggest is that if somebody is going to implement it, then what they need to do is collect more feedback and more input from different levels of sales leaders beforehand.

I would rate this solution a nine out of ten.

My current use for the solution is in implementing it for a company that sells services. The aim is to use the Sales Cloud to track all the existing accounts of my customer.

I'm a consultant, so I don't implement Salesforce for myself, but for my customers. I need Salesforce to be valuable for my customers. Because if not, the project will not be a success. In every project, it's very important to define the KPIs. But if you define well the KPIs with your customers, Sales Cloud will improve the organization. 

For one customer, Sales Cloud helped him to save two FTE. I don't know the English word for that, but it's like two times of 2% a year. So you save two-incomes per year using Salesforce because your employees are going faster.

The most valuable feature of Salesforce is that it's a system where you can use declarative development. Just using point and click, you can configure it in very nice ways. For small customers, you can use it for 80% of their business. Then we will have to use the custom development using a code, JavaScript, HTML only for really complex business processes of your customer. It's a nice feature because developers and development are expensive, and long to payment. So it's good that you can do a lot with point and click.

One area that needs improvement is that it can be difficult to understand for customers of Salesforce. If you are subscribing to Sales Cloud, we will have an out-of-the-box solution that is good and easy to use. But if you are not keen on system language and things that, you will need a consultant. You will need me to implement it to answer your needs. Because it can be difficult to understand, customers have to pay for the system, and then they have to pay a consultant to implement it. So that is expensive. But in the end, you will win money if the project is well defined, and the design has been done in a good way. Then the system is designed for the customer.

An advantage of Salesforce is that they upgrade their system every time they have a new release. We have a community where we can ask for additional features, and then Salesforce implements the new features in the new release.

I'm currently working on a Sales Cloud project. I'm working on a CPQ project, but while you work with CPQ, you have to work with Sales Cloud at the same time because both products are linked.

The solution is reliable. Salesforce use is like renting an office in a building. You share the water and things with all the users of the building. So you have to be aware that you can use too much, or you can use the water of your neighbors. It's the same way for Salesforce. So as long as you spend time to find the solution the best way, the only concern you will have is the data you're using and the storage of files. But you can have best practices for your people in the company, and buy extra data from Salesforce if you are using too much. So it can be a concern, but you will always have a solution.

The solution can require some maintenance as there can be bugs, and the customer doesn't always understand why. Sometimes, the customer is allocating one of their employees to be the admin of the solution, so they do not require a consultant.

The solution is really easy to scale. One of my projects was to deploy Salesforce for a multinational company, we started with one country, and then deploy it to all the countries of the company. 

The risk there is about the right & access and to cover all countries requirements.
But Salesforce gives a lot of tools to answer to customer needs.

The customer service for the solution is good. You can log cases, but the one thing you have with Salesforce, you will not have the same maintenance quality. If you pay a lot, you will have the best support. If you pay less, your support will be maybe not that efficient as another customer. But overall, it's nice.

Salesforce will give you an answer. The time for the answer will depend on how much you paid to Salesforce.

To build and deploy the initial setup takes about one month for big needs, half a month for medium needs. 

First is the design parts where you have all your customer needs, we build it in what we call a sandbox. In this sandbox, you have all the custom fields and the custom features that you build for your customer. You deploy this in a user acceptance testing environment. Then your customer, the company, will subscribe to Salesforce, will test those features. Once it is tested you will have to deploy it to the production environment, where the customer has all his data. It takes some time, and you have to wipe down everything you've built, to not miss anything. Because if you do, the deployment can be long and difficult. But there are tools that can help you to easily deploy the Sales Cloud solution.

It's very rare that your customer is only subscribing to Sales Cloud. Sometimes he has Sales Cloud and Service Cloud and things like that. And all your clouds are linked. But it's easy. You don't have to independently deploy the Service Cloud and the Sales Cloud. You can deploy it together.

The implementation team depends if you have declarative development or custom development using Apex and things like that. As Salesforce is using the cloud, you are using shared resource. Salesforce asks you to test your development, to not use too much data. If you have custom development, you will need to test it, and you will need a developer to deploy this. If it is only custom fields and declarative, depending on the size of the project, you only need one person. But then you need someone to follow the test, that the customer tested the solution, is it accepted by the customer. That is the longest part.

The solution is expensive, but you don't have to install it. You can access it from any computer, and it's the only solution on the market allowing that many features. So it's expensive, but you know why that is. It's not surprising.

Salesforce is good for all sizes of customers because you can adapt Salesforce for all customer needs. My suggestion to anyone considering Salesforce would be to spend a lot of time in the designing phase. For me, that's the most important.

I would rate the solution an eight out of ten.

We use Salesforce Sales Cloud for keeping track of both clients and employees on different levels, whether they're client-facing or they're more behind the scenes, such as myself.

Salesforce Sales Cloud has helped our organization by giving it the flexibility to customize our products to fit tiers of products. There are many timing and automation features that have given us control over some of the very unique business processes.

Salesforce is such a widespread software in terms of what it can do and its scope. Theoretically, you can run a whole company off of it. There are many valuable features, such as reporting and analytics. You can customize almost the whole environment is what appeals to so many companies the most.

I would love Salesforce to keep on committing and building out what they call flows. It's their point-and-click version of coding. You don't have to be a coder to create essentially what a developer would have to normally, which is a great feature, but it could still be improved upon.

I have used Salesforce Sales Cloud within the past 12 months.

Salesforce Sales Cloud is reliable.

The scalability of Salesforce Sales Cloud is one of their biggest advantages.

We have a little over 150 employees using it Salesforce Sales Cloud. There are probably 10 of us that use the backend. We have five of us that are dedicated Salesforce developers and administrators and an additional five that you would call super users, who have a lot of permissions because they were very close with us, and we trust them. The rest of the workforce is more client-facing in different parts of the organization. We are the development team, they are part of who we support.

The leadership team is very dedicated to increasing the use of Salesforce, whether it's adding another cloud or adding more people to my team. Recently we added approximately 30 brand new users. this can happen again at any time.

Salesforce is such a large company, they have three feature releases a year. They're constantly addressing issues. However, their responsiveness could be better at times. I do not have many complaints and they have very good customer service when we developers need it.

Overall the support is very good. The responsiveness can vary, but nothing that has displeased me and they will always see the job through. They're very dedicated to filling those types of quotas. They can be very responsive when a case has been open for a while.

The delays we faced are more of a corporate issue, but if you contact them individually, you receive much better service.

I have always used Salesforce, I am a Salesforce specialist. However, the company I work for might have used something else previously but I am not sure about that.

The implementation of Salesforce Sales Cloud is straightforward because it does not matter who you trained with to receive your Salesforce certifications and work in the industry, you know the deployment process. Everyone tends to know that it can be clunky, it can be frustrating, but at the same time, it's not exactly a broken system by any means.

The time it takes for the deployment depends on the size. We work in sprint cycles, we do it every two to three weeks. It depends on the size of that particular sprint. When it comes to deploying and then testing to make sure it's already it will never be more than an hour and a half.

The deployment tool could use a lot of work. However, when compared to everything else they're doing, it feels it's more left on the side, they prioritize the newer features.

My whole team and I, do deployments together or at least after we finish our assignments. There are about five of us at the moment. We have both developers and administrators, who all come together, and we complete whatever needs to be deployed all at the same time.

We always need someone dedicated to regular maintenance. I would imagine it's no different than any kind of another software environment of the size of Salesforce. You always want to have someone dedicated purely to making sure everything is working all right.

When it comes to dollars and cents, I couldn't tell you what that return on investment is. What I can say is that as we've grown out and increased automation, and over the past six months we have seen a very noticeable improvement.

I've seen the prices for Salesforce Sales Cloud, but I haven't been the one to handle the money. As someone who's only visually looked at the price, I would imagine it's on the pricier side, but they do have a ton of leverage, and seeing that everyone I've worked for has always been dedicated to continuing Salesforce. I've never worked for anyone who has threatened to leave. Everyone has accepted the pricing for what they offer.

There are additional feature costs but licenses are definitely the most expensive, but once you add or talk to your account representative about more individual features. We're talking about Salescloud, and if we wanted to add Servicecloud, that would be much more reasonably priced than us asking for 50 new licenses. Licensing is where they make most of their money.

The three companies I've worked for who have all used Salesforce, they've never by any means brought up the idea of moving to a competitor. Everyone's been happy on a macro scale of what the product has brought to their firms.

I rate Salesforce Sales Cloud an eight out of ten.

They can always improve and, if 10 other people in my position were asked about features they could improve they would bring up different answers. They do release a lot of features three times a year, every year. They're listening to customers, but sometimes you have to be more persistent than you'd hoped for them to listen.

We are using Salesforce Sales Cloud to develop sales processes. For example, from the lead creation, submitting the contract, and sending the contract via DocuSign for the user to sign it. We use principle objects, such as opportunity, lead, account, and contact, and some process automation to automate the process of sales.

The automation of Salesforce Sales Cloud makes the process very easier to focus on leads and converts them automatically to accounts, contacts, and opportunities.

Salesforce Sales Cloud could improve by allowing some customization of the processes with coding to avoid the problem of memory. When we use only flows in the process, which can become large flows, they are more complicated to debug and also for maintenance. It's better to invoke some Apex classes to make the process better.

I have using Salesforce Sales Cloud for approximately three years.

Salesforce Sales Cloud is stable.

We have approximately 100 users using this solution in my organization. 

Salesforce Sales Cloud has the ability to scale to large numbers.

We are using this solution on a daily basis.

I have been satisfied with the technical support of Salesforce Sales Cloud.

We deploy the solution using many different tools. The process is simple because you only need to create the package and component and choose the sandbox.

The time it takes to deploy the package depends, it could take a few minutes. However, when we use GitLab or another tool, it takes more time than changeset.

The amount of people involved in the implementation depends on many factors. I have worked with many managers, such as GitLab managers, and we created a branch and later deployed it.

There are some releases that need to be updated and some packages that are necessary for maintenance.

I have found Salesforce Sales Cloud to be expensive. However, it is the number one CRM solution in the world. It is worth the money.

I would recommend this product because it can give a company a chance to have new clients. There is a lot of functionality that can increase the number of clients they have.

I rate Salesforce Sales Cloud a nine out of ten.

I'm using it to track opportunities and keep track of customer relations.

It's fast. It's accurate. I can access it anywhere. I can log calls live, keeping the information fresh in my mind. It has really helped expand our customer base.

I can see activity per customer. I can find out quickly and easily who was the last person I talked to, when it was, and what we were talking about.

I like its reporting.

Sometimes, it is difficult to integrate it with my emails. I've had trouble integrating it with my emails. There were a couple of things I did try as well, but I wasn't able to do so. 

I've had difficulty in other areas too with integration. It was related to syncing my calendars. I want the tasks that I put in to automatically sync to my calendars and update my calendars, but I couldn't figure out how to do it.

I have been using this solution for three years now.

I haven't had any issues so far.

I'm only using a small portion of it. You can do a lot more than I'm using it for, but I haven't gone into that yet.

There are 10 people in our organization who are using this solution. It is currently not being used extensively in the organization. It could be used more. Right now, we're just scratching the surface.

They were good, and they helped me through my issues.

I used Sage CRM for a while, and it's not very much fun to use. I switched because every time I had to do something, I had to contact our company IT support. It was too cumbersome. They had to get involved every time I wanted to do something, and I needed to be able to do things quickly and without having to go through someone else.

I had to set it up myself. There were some parts of it that took a little bit of learning, but I found the videos and other resources helpful.

My advice to others would be that they should talk to a consultant and tell them everything they want to do beforehand. They should make sure that they have a plan in place to get it set up the way they want to right away.

I would rate it at least a nine because it is really easy to use, and it has helped me a lot.