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SaurabhSingh4 - PeerSpot reviewer
Data Analyst at Wespath Benefits and Investments
Real User
Top 5Leaderboard
Service Console for agents provides essential information for efficient case resolution and employs machine learning algorithms to retrieve relevant information for issue resolution
Pros and Cons
  • "Salesforce Service Cloud offers several notable features. It includes robust case routing, escalation capabilities, entitlement mapping, and entanglement rules. Additionally, it supports Computer Telephone Integration (CTI), which allows for automatic case generation when a call is made to a designated number."
  • "One minor drawback is that its implementation requires some preparation. It's not something you can implement instantly; it takes time. The only issue I've encountered is that you need to ensure the implementation is done properly, which can be time-consuming. So, it requires some time and attention."

What is our primary use case?

Our customers have different use cases. One company in the B2B sector specializes in HVAC and EC systems. They utilize Service Cloud to address customer requests, such as warranty-related issues. Customers can interact with Service Cloud to generate cases for their problems, and the entire case management process takes place within the platform.

Another scenario involves banking customers who use Salesforce Service Cloud. They leverage it for various purposes, including handling inquiries related to loan applications or service requests to enhance their overall customer service.

Lastly, insurance providers also find value in Salesforce Service Cloud. When a customer is onboarded, they can use the platform to raise questions or seek resolutions regarding policy entitlements or other related matters. These are some of the primary use cases.

What is most valuable?

Service Cloud offers almost all the features that service professionals and teams need. It's rich in features.

Salesforce Service Cloud offers several notable features. It includes robust case routing, escalation capabilities, entitlement mapping, and entanglement rules. Additionally, it supports Computer Telephone Integration (CTI), which allows for automatic case generation when a call is made to a designated number.

Furthermore, it offers the flexibility to generate cases through various mediums like Twitter, Facebook, and email, catering to your customer's preferred communication method. Once a ticket is generated, you can categorize it automatically, leveraging hands-on discovery if you have the appropriate license or manually categorize it. To route the case to the correct agent, you can utilize both hands-on discovery and custom algorithms or coding tailored to your department's needs.

To help all these agents, the  solution provides service console for agents, which displays all pertinent information required to resolve the case efficiently. Notably, we've introduced a new feature—soft phone integration, where agents can receive calls using Computer Telephone Integration (CTA) or make outbound calls to customers.

Furthermore, Service Cloud includes a knowledge recommendation feature. If an agent encounters a customized issue or case and is seeking a resolution provided by another agent, they can access the knowledge management system, which employs machine learning algorithms to retrieve relevant information. These are some of the key functionalities of Salesforce Service Cloud.

What needs improvement?

One minor drawback is that its implementation requires some preparation. It's not something you can implement instantly; it takes time.

The only issue I've encountered is that you need to ensure the implementation is done properly, which can be time-consuming. So, it requires some time and attention.

For how long have I used the solution?

I've worked extensively with it for two to three months, gaining valuable experience during that time.

Buyer's Guide
Salesforce Service Cloud
May 2025
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
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What do I think about the stability of the solution?

There have been no reported issues on the stability front. It is a highly stable solution.

What do I think about the scalability of the solution?

It is a highly scalable solution. We primarily have enterprise clients.

How was the initial setup?

There's no installation required as everything is on the cloud. Salesforce has been a cloud-based company since 1999.

It's just complex when you're trying to customize it. However, for the end-users, it remains user-friendly. Customization processes and internal aspects have become more intricate. So, it's challenging for those involved in customization but not for the end-users. 

It is difficult to implement it. It requires a certain learning curve to implement it. 

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

Salesforce is not a cheap product. It can be expensive. When you purchase a Salesforce platform license, it includes sales, service, and platform licenses all together. While it's cloud-based, there are additional costs. It may seem costly, and sometimes clients opt for alternative providers. However, if it's not bundled, other vendors like Duo or Gen might be considered for their service requests.

What other advice do I have?

Overall, I would rate the solution a nine out of ten. The advice I'd offer is applicable to any platform, not just Salesforce. Prospective users should conduct thorough research and have a clear understanding of their expectations and desired features before implementing the product. 

It's essential to be clear about what they want to achieve with the system. For instance, if they plan to handle customer requests, they should have a well-defined process in mind. The key is to make the most of Salesforce's features to maximize the benefits, rather than using it solely as a record-keeping system.

The complexity arises because Salesforce has grown significantly as a platform, and this complexity applies to all its offerings.

Disclosure: My company has a business relationship with this vendor other than being a customer: Integrator
PeerSpot user
Srini-Dhanaraj - PeerSpot reviewer
Founder & CEO at imfine.club
Real User
Top 5Leaderboard
A stable solution enables users to automate service processes, streamline workflows and find key articles, topics and experts to support customer service agents
Pros and Cons
  • "The complexity of the solution is very less."
  • "The pricing of the solution can be made cheaper."

What is our primary use case?

The customer call center and the Salesforce people wanted to check the status of delivery, but the delivery fulfillment is happening in ECC. To cut response time, we enabled a button that fetches all the relevant info from ECC and pass it on.

What is most valuable?

It's very user-friendly and is easy to navigate.

What needs improvement?

The pricing of the solution can be less expensive. 

For how long have I used the solution?

I have been using Salesforce Service Cloud for six months. 

What do I think about the stability of the solution?

The stability is a ten out of ten. 

What do I think about the scalability of the solution?

Eight people are using the solution at present. 

How was the initial setup?

The initial setup is straightforward. 

What other advice do I have?

Overall, I would rate the solution 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.
PeerSpot user
Buyer's Guide
Salesforce Service Cloud
May 2025
Learn what your peers think about Salesforce Service Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: May 2025.
856,873 professionals have used our research since 2012.
Joanna Hindle - PeerSpot reviewer
Support Operations Manager at One Advanced
Real User
Top 10
Streamlining customer service operations with its centralized platform and offering robust case management, contributing to improved efficiency and enhanced customer support
Pros and Cons
  • "The strength lies in its ability to work cohesively with other systems, creating a centralized hub that enhances efficiency and collaboration across various functionalities within our organization."
  • "The main concern for me revolves around the speed of certain integrations."

What is our primary use case?

Our use case revolves around managing licensing and ensuring that our partner companies, specifically resellers, have the appropriate access. We utilize the platform to monitor and organize information about their prospects.

How has it helped my organization?

The centralized infrastructure offers significant advantage.

What is most valuable?

The most valuable aspect is its integration capabilities, particularly with our internal systems. The platform seamlessly connects with our in-house integration tool. The strength lies in its ability to work cohesively with other systems, creating a centralized hub that enhances efficiency and collaboration across various functionalities within our organization.

What needs improvement?

Occasionally, individuals face difficulty accessing information that seems to be unavailable to them. The main concern for me revolves around the speed of certain integrations. Occasionally, there's a delay of a few minutes for data to synchronize.

For how long have I used the solution?

I have been working with it for six months.

What do I think about the stability of the solution?

I have never encountered any stability issues with it. I would rate it ten out of ten.

What do I think about the scalability of the solution?

About a thousand employees utilize it on a daily basis. Currently, we are in the process of reviewing everything, and there's a possibility that we will start using it more extensively in the future.

What about the implementation team?

There are approximately eight to ten people involved in the maintenance tasks.

What was our ROI?

Regarding the return on investment, there is an observed improvement in speed compared to the previous process.

What other advice do I have?

I would recommend ensuring that you have access to demos or a practice system to verify that Salesforce Service Cloud is user-friendly and meets all your requirements. Overall, I would rate it eight out of ten.

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.
PeerSpot user
Software Engineer at Nexogic
Real User
Top 5
A good CRM platform used for ticketing, marketing, and sales purposes
Pros and Cons
  • "Salesforce Service Cloud is a user-friendly and flexible CRM tool that provides good accessibility and security."
  • "The solution’s user interface could be improved and enhanced."

What is our primary use case?

We use the solution for ticketing, marketing, and sales purposes. It is also used for generating leads, converting them to opportunities, and completely managing sales. It captures every lead it encounters, and complete tracking can be available there. It's a good tool for the marketing and sales team to build their business.

Salesforce is also used to resolve tickets or grievances. Suppose an organization with thousands of customers chooses Salesforce as a platform. To service those customers, grievances or tickets would be assigned in the solution. From there, there would be the next stages of assigning the ticket, like L1, L2, AND L3, to the different teams in the organization.

What is most valuable?

Salesforce Service Cloud is a user-friendly and flexible CRM tool that provides good accessibility and security. Salesforce Service Cloud is a good tool for managing customer CRM.

What needs improvement?

The solution’s user interface could be improved and enhanced.

For how long have I used the solution?

I have been using Salesforce Service Cloud for one year.

What do I think about the stability of the solution?

I rate the solution ten out of ten for stability.

What do I think about the scalability of the solution?

I rate the solution’s scalability ten out of ten.

How are customer service and support?

The solution's technical support is customer-friendly and knowledgeable.

What about the implementation team?

We take subscriptions for the solution. From the subscription, there would be a set of people installing the tool based on the company's requirements. There would be some technical people deploying the solution for us. Also, Salesforce provides assistance and support based on our requirements.

What other advice do I have?

Salesforce Service Cloud is actually a good tool. Every customer needs a quick response because the customer is ultimately what every organization needs to serve. Only when customers are satisfied can we get more results. That is how our organization can also have good feedback and work.

Every customer contacts us via phone, and every call cannot be monitored. Salesforce captures everything, including leads, and quickly responds so that customers feel satisfied by the issues being addressed. Based on the escalation metrics, the issues would be closed within one, two, or three days.

The solution provides good integration. It is a tool we use without coding, and it works well. The solution has a single user for one branch. Salesforce Service Cloud is a user-friendly and flexible solution that provides good accessibility and security. The login and integration part is also good from system to system.

The solution's artificial intelligence capabilities are good. I would recommend Salesforce Service Cloud to other users because it is a good CRM software.

Overall, I rate the solution ten out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Aravind Sridharan - PeerSpot reviewer
Head of Data, Analytics, and Applications at FTC Solar, Inc
Real User
Top 5
An easy-to-deploy solution that can be used for lead management and opportunity management, but it is too expensive
Pros and Cons
  • "We use Salesforce Service Cloud for lead management and opportunity management."
  • "The pricing for what Salesforce Service Cloud offers is not great."

What is most valuable?

We use Salesforce Service Cloud for lead management and opportunity management.

What needs improvement?

The pricing for what Salesforce Service Cloud offers is not great.

For how long have I used the solution?

I have used Salesforce Service Cloud for a few years.

What do I think about the scalability of the solution?

Around 70 users are using Salesforce Service Cloud in our organization.

How are customer service and support?

The solution's technical support team resolved our issues reasonably fast.

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

We previously used Oracle Fusion.

How was the initial setup?

Salesforce Service Cloud’s initial setup is straightforward.

What about the implementation team?

The solution's deployment took a few weeks. We implemented the solution through a consultant. A small team was involved in the solution's deployment, and it was relatively easy to deploy.

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

We pay a yearly licensing fee for Salesforce Service Cloud, which is expensive.

What other advice do I have?

I am using the latest version of Salesforce Service Cloud.

Overall, I rate Salesforce Service Cloud a six out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer2300994 - PeerSpot reviewer
Functional Manager at a consultancy with 1-10 employees
Real User
Top 5
Provides customers with end-to-end visibility from inquiry to delivery
Pros and Cons
  • "With Salesforce Service Cloud, customers can have end-to-end visibility from inquiry to delivery."
  • "The solution's integration with the main ERP is a little cumbersome."

What is most valuable?

With Salesforce Service Cloud, customers can have end-to-end visibility from inquiry to delivery. They can also know whether our inventory is available.

What needs improvement?

The solution's integration with the main ERP is a little cumbersome. We need to spend a lot of time developing the interface. Salesforce needs to come up with some solutions that small companies can also afford.

For how long have I used the solution?

I have been using Salesforce Service Cloud for eight months.

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?

Our clients for Salesforce Service Cloud are usually enterprise businesses.

I rate the solution a nine out of ten for scalability.

How are customer service and support?

Sometimes, the technical support team takes time to respond to our queries.

How would you rate customer service and support?

Neutral

How was the initial setup?

The solution's deployment takes around two to three months for our business. However, it is a ready-made solution that you can implement in a month.

On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a six out of ten.

What was our ROI?

We have seen a return on investment in terms of cost savings, operational efficiency, and time savings with the solution.

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

Only enterprise businesses can afford the solution, and small companies cannot afford it.

On a scale from one to ten, where one is cheap and ten is expensive, I rate the solution's pricing an eight out of ten.

What other advice do I have?

Overall, I rate the solution ten 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: Implementer
PeerSpot user
reviewer2250960 - PeerSpot reviewer
Company Owner at a consultancy with self employed
Real User
Stable, customizable web-running solution and allows for the seamless implementation of any desired features
Pros and Cons
  • "It's a cloud tool, so it is easy to set up."
  • "There is room for improvement in pricing."

What is our primary use case?

The strongest use case has been warranty and warranty case management, as well as some repair services.

What is most valuable?

The reason why most businesses are so happy about Salesforce Service Cloud is that it covers all the bases for the product. 

It is very customizable, which is great for IT, but for the best part, they love it because they can get any of the features implemented. 

So, this is a general advantage of cloud systems: that you have good performance, ease of use, and a customizable system.

What needs improvement?

There is room for improvement in pricing.

For how long have I used the solution?

I have plenty of experience using this product. I have historically worked with Salesforce. So, I have been with Salesforce since 2017. 

What do I think about the stability of the solution?

It is very stable. That's one of the advantages. It is what you pay for. You pay a fortune for Salesforce products. It's a web-running stable solution that we can customize, but it's also very expensive.

What do I think about the scalability of the solution?

It is a very scalable solution. We work with medium-sized businesses.

How are customer service and support?

If you have paid for the service report and hotline and everything, then you have an excellent report for the support. It's a matter of the assurance agreement. 

I have never experienced bad support if you're paid for it. 

So, generally, it's a good service. If you're buying a premium product, you can buy premium support. You also get it premium.

How would you rate customer service and support?

Positive

How was the initial setup?

It's a cloud tool, so it is easy to set up.

Moreover, if you have a tool that requires some data load maintenance is required. Generally, Salesforce is very easy to work with.

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

The price is too expensive.

What other advice do I have?

Overal, I would rate the solution an 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: Partner
PeerSpot user
Vinicius Borges - PeerSpot reviewer
IT Project Management at a energy/utilities company with 11-50 employees
Real User
Top 5
Used for CRM (customer relationship management) cases and general sales cases
Pros and Cons
  • "We used Salesforce Service Cloud for CRM (customer relationship management) cases and general sales cases."
  • "The solution could continue improving its artificial intelligence capabilities."

What is most valuable?

We used Salesforce Service Cloud for CRM (customer relationship management) cases and general sales cases. Salesforce is making good deliveries of Einstein products, which is the artificial intelligence of Salesforce.

What needs improvement?

The solution could continue improving its artificial intelligence capabilities.

How was the initial setup?

Around 20 people were involved in the solution's deployment.

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

Salesforce Service Cloud is a bit expensive.

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 does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Download our free Salesforce Service Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: May 2025
Buyer's Guide
Download our free Salesforce Service Cloud Report and get advice and tips from experienced pros sharing their opinions.