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.
Independent Security Consultant/ Virtual CISO at Galbraith & Associates Inc.
Easy to use with insightful conversion rates and good technical support
Pros and Cons
- "The solution can scale massively. I've been quite impressed."
- "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, and after using it for three months, you probably will never go back."
- "If they could have convenient APIs into the other parts of the corporation that I wish to share data with, that would be helpful."
- "If they could integrate with other enterprises' IT aspects like SAP and ERP, it would be great."
What is our primary use case?
How has it helped my organization?
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.
What is most valuable?
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.
What needs improvement?
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.
Buyer's Guide
Salesforce Sales Cloud
June 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
902,495 professionals have used our research since 2012.
For how long have I used the solution?
I've used the solution for around ten years or so.
What do I think about the stability of the solution?
The stability is very, very good. There are no bugs or glitches. The performance is great.
What do I think about the scalability of the solution?
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.
How are customer service and support?
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.
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
The initial setup is very simple and straightforward.
What's my experience with pricing, setup cost, and licensing?
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.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Director at ABN PRO LTD
Excellent for knowing who your customers are and their buying habits; great reporting feature
Pros and Cons
- "You can capture all the contacts that relate to an account or business, including personal details."
- "It is expensive but also one of the largest business systems you'll have in your company because it'll integrate absolutely anything you need it to."
- "The built-in functionality is a little dated."
- "Salesforce has a built-in functionality called changesets to move functionality from the sandbox and into production. That's a little dated now, and it's not very good for version control or backups."
What is our primary use case?
I am a consultant and deliver the build for Salesforce to our customers. The company has a partnership with Salesforce and I'm the director.
How has it helped my organization?
There are many benefits to Salesforce. It allows companies to know who their customers are, how much they spend, then relate that to earlier purchases so that a company can focus their efforts where necessary. You can also determine how sales staff are working against their targets and whether they need assistance.
What is most valuable?
I think Salesforce as a whole is all about understanding your customers and the pipeline with customers. Through an account, you can capture all the contacts that relate to that account or business, including personal details. It's highly configurable so you can completely adjust it to whatever business requirements you have. Once you've understood who your customers are, you can decide what you might want to sell them. It can all be captured and put into reporting. As a result, you can forecast against the reporting and figure out where you want to go on quotas for your sales team. You can also see how long it might take for a sale to go through and whether any sales opportunities get stuck.
You can track any issues with Sales Cloud functionality once a customer purchases by capturing your phone calls and storing them in Salesforce, along with any emails. Everything can be stored and tracked. The company brings out new features three times a year. I haven't used all the features because there are so many of them and the solution is now very large. They've changed their custom UI and it's now more configurable so that you can change it to suit your needs. I might only want to see certain fields at certain times throughout my journey and it can do that. There's a ton of functionality that I haven't even started to really explore.
What needs improvement?
Salesforce has a built-in functionality called changesets to move functionality from the sandbox and into production. That's a little dated now, and it's not very good for version control or backups. There are third party apps that can provide a slicker service to manage version control and deployments between environments.
For how long have I used the solution?
I've been using Salesforce since 2007.
What do I think about the stability of the solution?
The solution is highly stable and they have serious backups. If there are any glitches you can go to their site, trust.salesforce.com, and check on any problems. In terms of maintenance, once you've implemented it, it's important to get a team onboard internally to maintain things; users come and go so you're constantly canceling or adding users. Some will need help with reporting and once they understand the benefits and power, they'll want more teams to use it which will require more functionality. Our customers are always wanting to increase use. Salesforce is in major demand and most clients have continuous new project ideas and as a result, an expanded functionality.
What do I think about the scalability of the solution?
The solution is easy to scale and our customers range from small to enterprise size organizations.
How are customer service and support?
We sometimes need to contact support and for most customers, it's beneficial for them to have premise support because you do get a quicker response for resolution. You do have to ring them sometimes in order to get features enabled but once you're part of a consulting firm, you rarely need to contact them because you can generally resolve the problems with internal expertise.
How was the initial setup?
There's no simple answer regarding complexity of deployment. It actually depends on the size of your implementation. If you're on a huge project, deployment can take months, if not years. These days, Salesforce has better version control using external tools which speeds up the setup because you keep a version in control and you move it through the different processes in order to push it through. You can deploy something within an hour of building and testing, and capture all the requirements. It's highly configurable.
The minimum time for deployment is generally a couple of months but it is absolutely dependent on how much you want to tweak it and make it your own. It can be a very quick turnaround.
What's my experience with pricing, setup cost, and licensing?
Every finance director I've spoken to will say that Salesforce is expensive and that's mainly because it is a per-user license. The more you use it, the more it will cost. There are licensing costs and implementation costs in configuring the system to your needs. It's expensive but also one of the largest business systems you'll have in your company because it'll integrate absolutely anything you need it to. It should be viewed as an investment.
What other advice do I have?
The solution needs to be considered as a long-term investment, and I suggest engaging a partner to implement it. Salesforce will tell you it's possible to implement in-house, particularly for smaller organizations, but I would recommend a certified expert with experience and knowledge.
I rate this solution 10 out of 10.
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Buyer's Guide
Salesforce Sales Cloud
June 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
902,495 professionals have used our research since 2012.
Infor Ln Manufacturing Consultant at a tech vendor with 51-200 employees
Enhances deal closures and have navigation and process flow features
Pros and Cons
- "We can implement checks to ensure proper data entry with validation rules."
- "They should also include ATP and CTP functionality."
What is our primary use case?
Clients create business opportunities in the life sciences and retail industries. They launch their initiatives using Salesforce CRM and Salesforce Cloud.
How has it helped my organization?
Salesforce Sales Cloud enhances deal closures. We can implement checks to ensure proper data entry with validation rules. For instance, when the first option is selected, the second option can be automatically pre-selected based on default settings, simplifying the user’s job. The user does not need to manually address all possibilities or answer all customer questions. Using permutation and combination constraints, we can automate subsequent selections based on previous choices, managed through validation rules at the back-end level.
What is most valuable?
Primary features include navigation and process flow, which indicate your stage throughout the opportunity’s life cycle. At any given point, it shows your current status and probability. The reports and dashboard functionality are major highlights of Salesforce. Additionally, it is user-friendly and has a simple configuration, making it easily adaptable to any sales-related detail.
What needs improvement?
They should also include ATP and CTP functionality. Whenever there is a sale or opportunity, sales representatives should be able to determine what is available in the inventory and how much can be delivered to the customer. For example, if I take an order today, it might take ten days to produce and deliver the product. This is the ATP. If a customer orders 100 cell phones, the CTP functionality helps determine if we can deliver that quantity.
This insight is provided when ERP systems are integrated, as ERP systems handle inventory. However, even without an ERP system, this information is crucial. The ATP and CTP stock should be monitored or mentioned somewhere in Salesforce to make decisions easier for sales representatives.
If my inventory has 10,000 cell phones from 8 AM to 6 PM at the start of the day, any confirmed orders should reduce this inventory count. We can monitor my inventory in real-time and decide whether to accept new opportunities based on current stock levels.
For how long have I used the solution?
I have been using Salesforce Sales Cloud as a partner for five years.
What do I think about the stability of the solution?
I rate the solution’s stability a nine out of ten.
What do I think about the scalability of the solution?
We cater the solution to medium and large businesses.
I rate the solution’ scalability a nine out of ten.
How are customer service and support?
Support is good.
How would you rate customer service and support?
Positive
How was the initial setup?
The initial setup is easy. Deployment will take a minimum of one week. Once you buy the license from Salesforce, it typically takes two to three days. After that, we need to start configuring the system in a separate process.
I rate it an eight out of ten.
What was our ROI?
Our customers have gained significant benefits. The customers I worked with used to manage their leads and opportunities using Excel and other local applications. When we implemented Salesforce, we unified all the data from different companies within a group onto a single platform. We performed the data migration and provided access to all sales representatives.
As a result, the sales process, lead generation, and opportunity management saw a drastic reduction in order processing time. Previously, closing an opportunity took at least two to three weeks. With Salesforce Sales Cloud, due to the visibility of the data structure, insights, and analytics, they could make decisions more quickly.
What's my experience with pricing, setup cost, and licensing?
Pricing is reasonable.
What other advice do I have?
Workflows are a concept and an automation tool. They require a trigger—whenever an action takes place based on user input, the system will trigger a workflow and handle the rest of the tasks. This automation happens with the help of the workflow functionality.
It depends on the organization. For example, if it's a defense-related or government organization, they use the government or private cloud.
I recommend the solution. The availability of resources in the market has increased tremendously. Salesforce technical support, knowledge base, and manpower are widely available. Training materials, tutorials, and other resources are also freely accessible, making it easy for anyone to use Salesforce. It is easy to understand, user-friendly and offers many key features.
Overall, I rate the solution an eight out of ten.
Which deployment model are you using for this solution?
Hybrid Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer.
Key Account Manager - Cloud Technology at Gigamon
Manages sales forecasting with good analytics but have latency issues
Pros and Cons
- "The solution has the ability to run reports on the pipeline and understand the likelihood of the sales. The analytics tools are very good."
- "The connectivity has some latency. It could be more responsive."
What is our primary use case?
We use the solution to manage sales forecasting.
What is most valuable?
The solution has the ability to run reports on the pipeline and understand the likelihood of the sales. The analytics tools are very good.
What needs improvement?
The connectivity has some latency. It could be more responsive.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for ten years.
What do I think about the stability of the solution?
The tool has some latency.
I rate the solution’s stability a seven out of ten.
What do I think about the scalability of the solution?
It is scalable up to several hundred thousand users. It is highly scalable. We use it daily. I rate the solution’s scalability a ten out of ten.
Which solution did I use previously and why did I switch?
I have used Oracle Sales Cloud and Microsoft Dynamics.
How was the initial setup?
The initial setup takes three minutes.
I rate the initial setup a seven out of ten, where one is difficult and ten is easy
What was our ROI?
ROI is very good. There are productivity and efficiency gains.
What's my experience with pricing, setup cost, and licensing?
I rate the product’s pricing a seven out of ten, where one is cheap and ten is expensive.
What other advice do I have?
It is very easy to integrate with other tools and APIs.
I recommend the solution because they are the market leaders in what they do.
Overall, I rate the solution a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
SF Pardot admin at a tech services company with 51-200 employees
Provides good reporting and helps improve sales
Pros and Cons
- "The most valuable features of the solution are reporting and dashboards."
- "The solution's scalability has some limitations."
What is our primary use case?
We can store our leads and track the sales. We can store objects like contacts, opportunities, and accounts in our Salesforce database. It will help to close deals faster. Suppose a contact is interested in purchasing something. That information is stored in the Salesforce database, and you can track the current level of contact.
For example, before they sign the deal, the contact wants some discount. You can see this data, know the sales process, and close the deal easily. One advantage of the solution is that it helps to improve our sales.
What is most valuable?
The most valuable features of the solution are reporting and dashboards. You can easily compare how many products were sold last year and this year.
What needs improvement?
The solution's scalability has some limitations.
For how long have I used the solution?
What do I think about the stability of the solution?
Salesforce Sales Cloud is a stable solution.
What do I think about the scalability of the solution?
The solution's scalability has some limitations. If you want to add more users, you need to purchase or subscribe to the advanced version. Some big organizations purchase an unlimited edition, which allows more than 1,000 users. Only a few people can use the basic version.
How are customer service and support?
The technical support team is available 24/7, and I am satisfied with the technical support for the solution.
What other advice do I have?
I would recommend the solution to other users.
Overall, I rate the solution a nine out of ten.
Disclosure: My company has a business relationship with this vendor other than being a customer. customer/partner
Account Executive, Enterprise at a tech vendor with 501-1,000 employees
Easy to set up, stable, and does what it's supposed to do with relatively little intervention
Pros and Cons
- "Contact records are most valuable."
- "It does what it's supposed to do with relatively little intervention on my part where I don't have to completely think about everything every step of the way."
- "Its reporting capabilities can be improved. Its reporting interface should be improved to personalize reports."
What is our primary use case?
We're using it for tracking sales opportunities and networking with prospects that we're trying to establish business with.
We're leveraging Salesforce's cloud, and we're logging in with our own individual IDs.
What is most valuable?
Contact records are most valuable.
What needs improvement?
Its reporting capabilities can be improved. Its reporting interface should be improved to personalize reports.
Shortcut keys for us diehard shortcut key people would probably be helpful. We should be able to perform actions with shortcut keys.
For how long have I used the solution?
I've been using Salesforce for years. It has easily been a decade-and-a-half.
What do I think about the stability of the solution?
It's very stable.
What do I think about the scalability of the solution?
It's very scalable. In terms of its users, there are different levels of salespeople inside sales and outside sales. There are about 100 or so users in the company.
How was the initial setup?
It's pretty straightforward for me.
What other advice do I have?
I would advise others to just do their due diligence. I would rate it an 8 out of 10. It does what it's supposed to do with relatively little intervention on my part where I don't have to completely think about everything every step of the way. So, it's more or less intuitive.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Territory Manager at Dynatrace
Sales CRM used to manage opportunities and provides a centralised view of our customer base
Pros and Cons
- "It is a good platform that shows consolidation of information for our customer base."
- "The performance is sometimes slow. There is too much information and this makes it difficult to find the answers we are looking for."
What is our primary use case?
We use this solution for opportunity and account management, contact management, quoting, marketing and for registration of events.
What is most valuable?
It is a good platform that shows consolidation of information for our customer base.
What needs improvement?
The performance is sometimes slow. There is too much information and this makes it difficult to find the answers we are looking for.
For how long have I used the solution?
I have been using this solution for three and a half years.
What do I think about the stability of the solution?
This is a stable solution.
What do I think about the scalability of the solution?
This is a scalable solution.
How are customer service and support?
We have not needed to contact customer service and support.
What other advice do I have?
I would advise others to customize the solution according to their business needs and goals and to make it as user friendly as possible.
I would rate this solution an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Strategic Deals Consultant - Service Provider at Cisco
Simple dashboard creation, useful reports, and helpful support
Pros and Cons
- "Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications."
- "When integrating Salesforce Sales Cloud with other applications it can be difficult to maintain security."
What is our primary use case?
We are using Salesforce Sales Cloud to create opportunities and tickets. We are updating the information and running reports.
What is most valuable?
Salesforce Sales Cloud is very user-friendly, and simple to create dashboards and extract the reports. Additionally, it integrates well with other applications.
What needs improvement?
When integrating Salesforce Sales Cloud with other applications it can be difficult to maintain security.
The next release of Salesforce Sales Cloud should add better integration with communication systems, such as Webex.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately three years.
What do I think about the stability of the solution?
The stability of Salesforce Sales Cloud is good.
What do I think about the scalability of the solution?
Salesforce Sales Cloud is scalable.
We have approximately 1,000 users using this solution. We have plans to increase usage in the future.
How are customer service and support?
The support from Salesforce Sales Cloud is very helpful.
Which solution did I use previously and why did I switch?
In my previous company, I used an in-house built CRM system.
What about the implementation team?
We use ten technicians that support Salesforce Sales Cloud.
What other advice do I have?
I would highly recommend this solution to others.
I rate Salesforce Sales Cloud a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Useful modules and reliable
Pros and Cons
- "The most valuable features of Salesforce Sales Cloud are code hub management and sale opportunity management."
- "Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information."
What is our primary use case?
Salesforce Sales Cloud is used for many things, such as opportunity, pipeline, and code hub management.
What is most valuable?
The most valuable features of Salesforce Sales Cloud are code hub management and sale opportunity management.
What needs improvement?
Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for two years.
What do I think about the stability of the solution?
Salesforce Sales Cloud is a stable solution.
How are customer service and support?
I have not contacted support. Our company has its own support.
How was the initial setup?
My company installed the solution Salesforce Sales Cloud. I was not involved.
What other advice do I have?
I rate Salesforce Sales Cloud an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Commercial & Enterprise Account Executive, Sub-Saharan Africa at New Relic Inc
Multifeatured CRM solution with good performance; used for managing opportunities and revenue, and reviewing leads
Pros and Cons
- "CRM solution that performs well. It's multifeatured, so you can use it for different activities such as managing opportunities, managing revenue, reviewing leads, etc."
- "I never needed technical support for the solution, because I never had any issues to complain about."
- "What I'm expecting from Salesforce Sales Cloud is a more user-friendly interface."
What is our primary use case?
I use Salesforce Sales Cloud for managing opportunities. I also go through leads on it. I also use it for managing the revenue generated from my book of business. I also use its dashboard.
What is most valuable?
I like that Salesforce Sales Cloud performs really well. I have no problem with its performance. I also find it extensible.
What needs improvement?
What I'm expecting from Salesforce Sales Cloud is a more user-friendly interface. It's what could be improved in the solution.
For how long have I used the solution?
I've been dealing with Salesforce Sales Cloud for four and a half years.
What other advice do I have?
I'm a salesperson and I'm using Salesforce Sales Cloud, e.g. it's what we're using in our company currently. We're using the latest version. It's a cloud-based solution.
I didn't find any issues with the solution. I don't have any negative feedback about it.
I'm a user, not an admin of Salesforce Sales Cloud, so I wasn't part of the process of setting it up, but I could access the solution without any issue.
I would assume there is over 1,500 people who use the solution within the company, and it's being used extensively. I'm not aware of how many people handle the deployment and maintenance of Salesforce Sales Cloud, as I'm not involved in those processes.
I never needed technical support for the solution, because I never had any issues to complain about.
I'm recommending Salesforce Sales Cloud to others, without doubt.
I would rate Salesforce Sales Cloud an eight out of ten.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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