Marketing & Sales Services at a pharma/biotech company with 201-500 employees
Real User
Stable, easy to install and performs great
Pros and Cons
  • "The best features of the solution are its performance and stability."
  • "The licensing price could be cheaper."

What is our primary use case?

The solution allows us to download figures and track client progress. It's very clear and enables us to create certain diagrams and charts for analyzing the figures. 

What is most valuable?

The best features of the solution are its performance and stability. 

What needs improvement?

The licensing price could be cheaper. I have addressed this with my IT department and, apparently, we spend a lot of money. 

For how long have I used the solution?

We have been using Salesforce Sales Cloud over the course of the last two years.

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What do I think about the stability of the solution?

The solution has good stability.

What do I think about the scalability of the solution?

As the solution is very flexible, I plan to recommend to the rest of the company, the one which is multinational, that we increase its usage. 

How are customer service and support?

I have not had occasion to contact technical support. 

How was the initial setup?

As the solution is cloud-based, its installation is straightforward. 

What about the implementation team?

The deployment and maintenance of the solution can all be handled within a single working environment. I am on the management side of things. 

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

The price of the license could be more cost-effective. I understand from the IT department that we spend much money on this. 

The subscription is on a monthly basis. 

Which other solutions did I evaluate?

We did not evaluate other CRM systems prior to going with the solution. 

What other advice do I have?

There are around 70 users making use of the solution in our organization. 

I would certainly recommend the solution to others. 

The solution has great performance and it makes it very easy for new people to locate information. 

I rate Salesforce Sales Cloud as a nine out of ten. 

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user378351 - PeerSpot reviewer
Sales Operations Manager at a financial services firm with 51-200 employees
Real User
Adding company hierarchy makes it easy for our sales people to identify subsidiaries of existing customers.

What is most valuable?

The ability to easily change layouts, create customized fields and customized reports makes my job so much easier. Adding company hierarchy makes it easy for our sales people to identify subsidiaries of existing customers. The Salesforce forums are very responsive when you ask for help.

How has it helped my organization?

Adding customized drop-down fields and check boxes limits the amount of admin time that our sales people have to spend to keep their accounts up to date. Using Salesforce for Outlook enables our sales group to easily add emails sent and received to the account which puts all the information in one place. This allows top management to see exactly what is going on with each account without having to go to sales to get updates. Also having the ability to schedule pipeline reports to be emailed keeps the entire management team up to date on any pipeline changes.

What needs improvement?

I'd like to have the ability to change default values on certain fields such as the “Related To” field on the Task and Event pages.

For how long have I used the solution?

I've been using it for over eight years.

What was my experience with deployment of the solution?

The only issue we had with deployment was training the sales team on how to use it. After using ACT for so long, it took some of them quite some time to feel comfortable with it.

What do I think about the stability of the solution?

There have been no issues with the stability.

What do I think about the scalability of the solution?

There have been no issues scaling it.

How are customer service and technical support?

It has been excellent the few times I've had to use either customer service or technical support. For most issues I come across I use the forums which are excellent!

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

We previously used ACT. ACT had many limitations but the biggest limitation but the main reason we switched was that ACT had limitations when it came to integrating with our accounting software.

How was the initial setup?

My part was straightforward. The only complex issue was integrating it with our accounting system which was handled by our CIO.

What about the implementation team?

We implemented it ourselves. Prior to cutting over completely, you should definitely have all of your lists (Lead Source, Industry, etc.) in place. You should also have any customized fields in place and your layouts finished.

What was our ROI?

We have not tracked ROI, however, upgrading to the enterprise edition gives you more options and is definitely worth the additional cost.

What other advice do I have?

You should definitely purchase enough data storage. If you start using above 80% to 85% of your allocated data storage, response times will decrease.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
April 2024
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Luís Silva - PeerSpot reviewer
Chief Technical Lead at Human Code
Real User
Top 10
A very stable and simple solution with most of the functionality wanted in sales
Pros and Cons
  • "I would recommend Sales Cloud for anyone who has a sales team that needs to be optimized and for any size of enterprise."
  • "An area for improvement would be the ease of configuration."

What is our primary use case?

I mainly use this solution for optimizing sales and sales teams. 

What needs improvement?

An area for improvement would be the ease of configuration.

For how long have I used the solution?

I've been working with Sales Cloud for eight years. 

What do I think about the stability of the solution?

Sales Cloud is very stable and simple and has most of the functionality people want in sales.

What do I think about the scalability of the solution?

Sales Cloud is scalable.

How are customer service and support?

Salesforce's technical support could be improved.

How was the initial setup?

The initial setup can be very simple or very complex, depending on the business.

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

Sales Cloud is expensive.

What other advice do I have?

I would recommend Sales Cloud for anyone who has a sales team that needs to be optimized and for any size of enterprise. I'd rate it as eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Implementer
PeerSpot user
Regional Sales Manager at a tech vendor with 501-1,000 employees
Real User
Top 20
Provides good scalability, but its user interface needs improvement
Pros and Cons
  • "The scalability is good."
  • "There could be an option to change the price list without creating a new quote."

What is our primary use case?

We use the product to prepare quotations.

What needs improvement?

The product’s user interface could be better. There could be an option to change the price list without creating a new quote.

For how long have I used the solution?

We have been using Salesforce Sales Cloud for four years.

What do I think about the stability of the solution?

I rate the product’s stability an eight out of ten.

What do I think about the scalability of the solution?

The scalability is good. We have many Salesforce Sales Cloud users in our organization's sales, marketing, and back-end teams.

How was the initial setup?

I rate the initial setup process a seven out of ten. The deployment has certain easy steps and some complicated steps involved.

What other advice do I have?

I rate Salesforce Sales Cloud a seven out of ten. It is a good product for the sales team.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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PeerSpot user
Commercial & Enterprise Account Executive, Sub-Saharan Africa at New Relic Inc
MSP
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."
  • "Salesforce Sales Cloud needs 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: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Account Executive at Slashdot Media And Dice Inc.
Real User
We use it for the full sales cycle and email marketing

What is our primary use case?

  • Email marketing
  • Full sales cycle
  • CRM to record everything.

How has it helped my organization?

You must have a process and record everything to automate and keep track.

What is most valuable?

Learning how to generate specialized reports. The more metrics and understanding of functionality, the better.

What needs improvement?

If you don't have sysadmin rights, you can be hamstrung doing many things manually and one at a time.

For how long have I used the solution?

Less than one year.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Salesforce certified system admin at a cloud provider with 51-200 employees
Vendor
You get what you pay for and whilst the enterprise version is not cheap, its worth every penny.

What is most valuable?

Multiple editions available and all cloud based.

Have recently began working with the new interface called Lightning and feel that its a great improvement to the "classic" version.


How has it helped my organization?

  1. The entire organisation is now on the same page, with one source of truth.
  2. Forced people to become compliant in reporting and updates - if its not in Salesforce it did not happen.
  3. No more "versionitis", data, reports all in once central place.

What needs improvement?

The only time I have ever been upset with Salesforce was when I failed my certification exam. I thought to myself "Why do they make the exam so hard ? Why is the training so expensive ?" Now that I have passed I am grateful that it was a difficult exam. Other than that I support clients all over the world and Salesforce are quite stringent about sticking to regional offices.

For how long have I used the solution?

Just over eight years

What was my experience with deployment of the solution?

I thought I could manage on my own with the first deployment but needed an expert which we called in.

What do I think about the stability of the solution?

No

What do I think about the scalability of the solution?

No

How are customer service and technical support?

Customer Service:

Excellent and that's the regular support not premium level. Support staff are always helpful polite and do not close a case until the customer smiles.

Technical Support:

Excellent

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

We were using a combination of Google docs and contacts in Outlook. We switched because it was a mess.

How was the initial setup?

We needed the help of an expert and it had just as much to do with scoping our needs as it had with configuring Salesforce to meet those needs.

What about the implementation team?

We started in-house and moved quickly to a vendor whose expertise level was very good.

What was our ROI?

Never calculated it but cannot understand how we ever managed without Salesforce.

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

I have been involved with the deployment of a number of versions starting with contact manager (very reasonable) all the way up to their enterprise version. You get what you pay for and whilst the enterprise version is not cheap, its worth every penny.

Which other solutions did I evaluate?

Zoho CRM, Goldmine and Act.

What other advice do I have?

Spend as much time as you can scoping your needs and understanding what you want to achieve today, next year and in 2 years time.

I am really happy that Salesforce gives admins and developers access to the latest release in their sandbox (test environment) weeks before the release. This gives you a chance to evaluate and become familiar with the new release features.

The new interface Lightning is an important and extensive makeover that is even slicker and leaner than the existing interface

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
PeerSpot user
Salesforce certified system admin at a cloud provider with 51-200 employees
Vendor
It's allowed us to move away from sharing documents and use it as a single source of information for our organization.

What is most valuable?

The ease of customization plus the availability of an extensive selection of apps.

How has it helped my organization?

We have moved away from sharing docs and now everyone is on the same page with only one source of truth.

What needs improvement?

It is still relatively expensive - would like to see it a little cheaper.

For how long have I used the solution?

I have worked with all versions, contact manager. group, professional, enterprise, unlimited and non profit starter pack for almost seven years.

What was my experience with deployment of the solution?

I did need some external help initially but the reason for that was my fairly complex formula fields.

What do I think about the stability of the solution?

No issues encountered.

What do I think about the scalability of the solution?

No issues encountered.

How are customer service and technical support?

Customer Service:

It's outstanding.

Technical Support:

It's outstanding on standard support plus they off premier support.

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

I worked, for a limited time, with Zoho and was looking for a bigger "ecosystem."

How was the initial setup?

I had a few issues with the formula fields otherwise it was straightforward.

What about the implementation team?

We used an in-house with some vendor assistance who had a very high level of expertise.

What was our ROI?

It's never been measured, but our year on year growth would have never been possible without Salesforce.

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

I would rather go for a version with less functionality, but allows a budget for more users.

Which other solutions did I evaluate?

Zoho CRM

What other advice do I have?

It is not a perfect solution to all needs but is certainly an ideal solution for most.

Prepare an extensive needs analysis - ensure that Salesforce can deliver the solution you need.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: April 2024
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.