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Sarthak Swain - PeerSpot reviewer
Salesforce Developer at a tech services company with 201-500 employees
Real User
Jan 30, 2022
Plenty of functionality, user-friendly, and highly customizable
Pros and Cons
  • "We can also customize Salesforce Sales Cloud to our customer's company requirements. As for your demand, you can customize it. There are so many configurations we can do with the application. There is a lot of functionality that you can implement. It's an easy-to-use, user-friendly, and secure platform."
  • "The solution is secure. However, they could always improve on security."

What is our primary use case?

Salesforce Sales Cloud is a CRM-based platform, it is used for customer relationship management.

In Salesforce we store the customers' data and we are managing those customers' data. You can connect with your customer easily and you can securely store your customer data in the best environment. Salesforce Sales Cloud is one of the best companies that is providing CRM applications.

What is most valuable?

We can also customize Salesforce Sales Cloud to our customer's company requirements. As for your demand, you can customize it. There are so many configurations we can do with the application. There is a lot of functionality that you can implement. It's an easy-to-use, user-friendly, and secure platform.

The solution updates frequently, approximately every three months. It stays updated.

What needs improvement?

The solution is secure. However, they could always improve on security.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for approximately four years.

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What do I think about the scalability of the solution?

The solution is scalable.

We have approximately 150 users using this solution in my organization.

How are customer service and support?

I have used the support from Salesforce and I am satisfied.

I am a Salesforce certified administrator and Salesforce Certified Developer.

How was the initial setup?


There are two implementations. You can either install it on your mobile on iOS, or Android platforms and on the desktop in the web-based platform. In the web platform, you can easily log into your organization and you can see your customers' data. Additionally, this can be done on mobile platforms. You can receive all those notifications.

It takes time to set up the organization as per your requirement. However, using the application does not take a lot of time. It is easy to use.

What about the implementation team?

I do the implementation of the solution.

We have 50 users who work on the deployment process of this solution.

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

There is a license required to use this solution and the price is expensive. It could be reduced.

What other advice do I have?

I would highly recommend this solution to others.

I rate Salesforce Sales Cloud a nine 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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reviewer1464810 - PeerSpot reviewer
Senior Director Product Management at a computer software company with 51-200 employees
Real User
Jan 13, 2022
It integrates well with Excel, and the reporting features are good
Pros and Cons
  • "Salesforce's user interface is easy to use, and the reporting is good. It worked well with Excel, so I was okay with it. I don't know about integration with any other software because I didn't have to deal with them."

    What is our primary use case?

    We use Salesforce for the sales funnel from prospects to leads.  

    What is most valuable?

    Salesforce's user interface is easy to use, and the reporting is good. It worked well with Excel, so I was okay with it. I don't know about integration with any other software because I didn't have to deal with them.

    What needs improvement?

    I didn't use Salesforce too much, so I can't say much about it because I don't think it would be very accurate.

    For how long have I used the solution?

    I don't have much experience with Salesforce. I've used it for about a month or so. Most of my experience is on the sales side, not the service parts. 

    What do I think about the stability of the solution?

    Salesforce is stable. I didn't notice any hangups.

    What do I think about the scalability of the solution?

    We had about 50 sales and marketing people working with Salesforce. 

    What other advice do I have?

    I rate Salesforce seven out of 10. 

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
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    Salesforce Sales Cloud
    December 2025
    Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: December 2025.
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    reviewer1372812 - PeerSpot reviewer
    Storage Sales Excutive at a computer software company with 10,001+ employees
    Real User
    Jan 13, 2022
    Helpful for forecasting and having information at your fingertips, but the process for getting information accurately into the system could be improved
    Pros and Cons
    • "It is nice to have the install base information at your fingertips when you look up a company."
    • "We have a very broad set of products at our company. The process to get that information accurately into the Sales Cloud system could use improvement. It shouldn't take weeks of time. The process of identifying products that are being sold for forecasting purposes and sales tracking purposes is too hard."

    What is our primary use case?

    We are primarily using it for tracking sales opportunities. Our company has done some things where we've plugged in some resources that it taps into, such as some databases of install base and LinkedIn information about different influential executives that we might reach out to. Those are probably the three primary things that I use.

    I assume I am using the latest version.

    How has it helped my organization?

    It helps the company, or at least executives, with forecasting.

    What is most valuable?

    It is nice to have the install base information at your fingertips when you look up a company.

    What needs improvement?

    We have a very broad set of products at our company. The process to get that information accurately into the Sales Cloud system could use improvement. It shouldn't take weeks of time. The process of identifying products that are being sold for forecasting purposes and sales tracking purposes is too hard.

    We're starting to prepackage new product builds that address replacing the install base. If we can get that to be really smooth, it would be great. If a storage array is going to end of service/life, I am looking at something that not only tells me that but also says, "You should replace it with this, and here's the build for it." This way, you don't have to go through the process of throwing up what the new array would look like to get it over to the customer.

    For how long have I used the solution?

    I have been using this solution for two years.

    What do I think about the stability of the solution?

    I don't really have problems with it. It seems to work when I access it.

    What do I think about the scalability of the solution?

    I don't perceive any problem from where I sit. 

    We probably have 5,000 people who are using this solution. They range from salespeople to management. It is being used extensively. I don't know what the corporate plans are to expand its usage.

    How are customer service and support?

    I did not contact their support.

    What other advice do I have?

    I would rate it a five out of 10. The reason is that I'm not using it for myself. I'm using it for other people to get information because I have to do it for my job. It helps me with that, but it is not particularly useful for me in my sales tracking.

    Which deployment model are you using for this solution?

    Private Cloud
    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Consultant at a tech consulting company with 1-10 employees
    Real User
    Jan 11, 2022
    Robust and customizable with many useful features
    Pros and Cons
    • "There are many extremely useful features."
    • "There are also certain restrictions on the reports in terms of the number of records. Ideally, that should be removed."

    What is our primary use case?

    I am fundamentally a consultant to businesses exploring CRM solutions. My first choice, subject to the customer's budget, is Salesforce. At my office, we have been using Salesforce primarily for lead management, sales cycle management, renewal management, and sales performance management. We have also integrated it with our help desk and our HRMS. 

    We use the Salesforce Platform edition with 300 objects which gives us a phenomenal ability to develop specific functionalities that we need for our unique requirements.

    How has it helped my organization?

    An integrated approach to CRM always helps in streamlining activities across all the departments. We have been able to better our response times, reduce our sales cycles, and have increased overall sales revenue. Similar results have been observed for all our customers who have implemented and adopted SalesCloud in the right manner. 

    We have developed a module for integrating our digital marketing tool with Salesforce. The campaign ROI monitoring ability has helped us to increase our marketing effectiveness to a great extent.

    What is most valuable?

    There are many extremely useful features. Lead scoring is useful for automatically signaling the importance and urgency of acting on any particular lead. Website integrations are useful for getting in the lead data into Salesforce along with auto-tagging of the customer's point of interest. The automation rules that have been set up across all modules deliver tremendous value by speeding up things, ensuring process compliance, and increasing productivity. 

    The customized and role-based dashboards help our team to make the right decisions.  

    What needs improvement?

    Featurewise, the product almost has all CRM features that one can think of. Beyond CRM, if the integration with MS Office can be made tighter and smoother, that could be great value for customers. Especially integrating MS Word and MS Excel would be really useful. 

    If a lighter version of CPQ is made available, it would help many midsize customers. As of now, Salesforce is the most expensive CRMs out there - making it a bit more affordable will help them in a big way. 

    There are also certain restrictions on the reports in terms of the number of records. Ideally, that should be removed.

    For how long have I used the solution?

    I've used the solution for more than seven years.

    What do I think about the stability of the solution?

    The solution is extremely stable. We haven't seen any nasty surprises. trust.salesforce.com is a great place to check the stability and dependability of Salesforce.  

    Irrespective of the number of concurrent users, the automation rules, reporting requirements, workflows etc, the system performance remains the same. There is no performance degradation by additional of number of users or increase in data or increase in automations or functionalities whatsoever. 

    trust.salesforce.com gives a real-time view of all salesforce datacentres and the various clouds in terms of their health, availability, uptimes, maintenance status, security and compliances. There is a lot more indepth information if one really wants to dig deeper. 

    What do I think about the scalability of the solution?

    It is highly and seamlessly scalable. it is very robust at any scale.

    How are customer service and support?

    This is not applicable to us. However, the back-to-back support from Salesforce has been pretty good.

    How would you rate customer service and support?

    Positive

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

    We have used a homegrown application earlier. Switching to Salesforce was due to the capabilities provided by the Salesforce platform. It practically molds itself as per an organization's working style. 

    How was the initial setup?

    It wasn't complex for us as we are ourselves are implementation partners. For customers, it can turn out to be pretty overwhelming. 

    There are so many features and so many possibilities, it is very easy for anyone to keep asking for more. That is often the biggest pitfall. A step-by-step phased approach is usually more successful.

    What about the implementation team?

    We have a highly skilled implementation team.

    What was our ROI?

    We've seen an ROI of at least 20%.

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

    Salesforce surely is one of the most expensive CRMs out there. However, if implemented in the right manner and adopted extensively, it does deliver a great value to the organization. 

    While deploying Salesforce, I would generally suggest engaging a consultant for optimizing the license costs. Salesforce sales team may try to oversell. A 3rd party consultant like us can help you with an unbiased opinion. 

    Which other solutions did I evaluate?

    We did not evaluate others while choosing for ourselves. However, as a consultant, we frequently need to show customers comparisons with Navision, SAP, and Oracle.

    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 has a business relationship with this vendor other than being a customer. Apart from being users of salesforce, we are also an implementation partner to Salesforce.
    PeerSpot user
    reviewer1752747 - PeerSpot reviewer
    Analyst at a tech services company
    Real User
    Jan 10, 2022
    Allows our team to track important information such as the conversion of leads and opportunities
    Pros and Cons
    • "Different leads and fields can be utilized inside of Salesforce, using the Sales Path to follow those specific leads, and what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface."
    • "Applications that can help with migrating data over from the sandbox to production would make it easier because sometimes change sets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production."

    What is our primary use case?

    I use Sales Cloud quite often through an apprenticeship I am doing at a non-profit organization. I do utilize Sales Cloud often, and practice using Trailhead. I also use Sales Cloud with the Nonprofit Success Pack, or anything pertaining to that. We also make use of the Education Data Architecture. I have used Sales Cloud in the past as an administrator.

    How has it helped my organization?

    Sales Cloud really helps to point out different numbers for our company in terms of what converts or what doesn't. Different leads and fields can be utilized inside of Salesforce, using Sales Path to follow those specific leads, and it demonstrates what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface. I think that's fundamental, especially for users or individuals that don't know how to use Salesforce. It's easier to track. The page layouts are pretty good for users as well, to track those numbers.

    What is most valuable?

    I would say Sales Path is something that I do like to use to track leads and opportunities. It's a pretty cool feature to use inside of Sales Cloud. Different fields inside of Sales Cloud have pretty cool features in Salesforce too.

    What needs improvement?

    There are different applications that can definitely help leverage Salesforce when it comes to data management. Importing and exporting different applications can be used to help that process. 

    In addition, applications that can help with migrating data over from the sandbox to production would make it easier because sometimes changesets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production.

    Sometimes uploading and making changes to processes can be a little slow.

    The implementation of automated processes could be a little bit better understood.

    What do I think about the scalability of the solution?

    It is a scalable solution. 

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

    We previously used a Microsoft platform. 

    How was the initial setup?

    It wasn't easy. The difficulty was in tracking the changes that were made inside of the Sandbox, and then trying to put all the changes into a changeset into production. There were certain fields that you needed to have inside the changeset that wasn't there, so it made it a hassle to deploy.

    It took a couple of days to deploy. 

    What about the implementation team?

    It was implemented in-house. There were about three people that were involved with deployment.

    What was our ROI?

    We track changes inside of the platform and they are major programs that help the non-profit to run and complete their mission and vision. 

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

    Salesforce Sales Cloud is reasonably priced. 

    What other advice do I have?

    I would recommend getting assistance from people that know what they're doing in Salesforce. They should get a good idea of what the client wants and take it from there. 

    I would rate it an eight out of ten. The implementation of automated processes could be a little bit and better understood.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    reviewer1722117 - PeerSpot reviewer
    Salesforce developer
    Real User
    Nov 28, 2021
    Effective lead creation, stable, and scalable
    Pros and Cons
    • "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."

    What is our primary use case?

    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.

    What is most valuable?

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

    What needs improvement?

    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.

    For how long have I used the solution?

    I have using Salesforce Sales Cloud for approximately three years.

    What do I think about the stability of the solution?

    Salesforce Sales Cloud is stable.

    What do I think about the scalability of the solution?

    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.

    How are customer service and support?

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

    How was the initial setup?

    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.

    What about the implementation team?

    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.

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

    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.

    What other advice do I have?

    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.

    Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
    PeerSpot user
    Business Development Manager at a wholesaler/distributor with 11-50 employees
    Real User
    Nov 17, 2021
    Fast, accurate, easy to use, and accessible from anywhere
    Pros and Cons
    • "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."
    • "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."

    What is our primary use case?

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

    How has it helped my organization?

    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.

    What is most valuable?

    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.

    What needs improvement?

    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.

    For how long have I used the solution?

    I have been using this solution for three years now.

    What do I think about the stability of the solution?

    I haven't had any issues so far.

    What do I think about the scalability of the solution?

    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.

    How are customer service and support?

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

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

    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.

    How was the initial setup?

    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.

    What other advice do I have?

    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.

    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.
    PeerSpot user
    Salesforce Functional Consultant at a tech services company with 1,001-5,000 employees
    Consultant
    Nov 15, 2021
    A mobile way of doing sales that allows you to easily collaborate with your colleagues
    Pros and Cons
    • "The company wants to implement the idea of democracy within IT. As an end user, you can do a lot by yourself, so you do not have to write code. The idea is that they go for low-code and they use flow. It's possible to update records and do things like automation without writing real codes. I think this is one of the advantages of the solution."
    • "The deployment of data from the development environment to production is also a weaker point because their solution is not powerful."

    What is our primary use case?

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

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

    How has it helped my organization?

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

    What is most valuable?

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

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

    The company has a policy of three releases per year.

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

    What needs improvement?

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

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

    For how long have I used the solution?

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

    What do I think about the stability of the solution?

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

    What do I think about the scalability of the solution?

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

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

    How are customer service and support?

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

    How would you rate customer service and support?

    Positive

    How was the initial setup?

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

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

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

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

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

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

    What other advice do I have?

    I would rate this solution a 9 out of 10.

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

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

    Disclosure: My company has a business relationship with this vendor other than being a customer. Gold partner
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    Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
    Updated: December 2025
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