What advice do you have for others considering Salesforce Sales Cloud?

Previously, tracking cases effectively was a challenge, but with the recent improvements, we now have a better mechanism for monitoring cases received from customers. To enhance its functionality further, it would be beneficial to integrate this with an ERP or SAP system in the future. For instance, linking cases to trigger returns or other processes isn't set up yet. Overall, I rate the solution a six out of ten.

Forecasting in Salesforce involves analyzing conversion rates and probabilities set by the customer for each deal. For instance, if a positive pipeline is forecasted for six months to a year, you can predict the potential revenue for the upcoming quarter based on these probabilities. Additionally, historical data from previous years can help refine these forecasts. Immediate predictions rely on the current pipeline, while long-term forecasts use historical data to project revenue over the next few years. Salesforce requires minimal maintenance because it handles infrastructure management itself. The primary maintenance tasks involve managing customizations, adding new users, and addressing evolving requirements, particularly in larger organizations. Other than these updates, Salesforce operates with little need for additional maintenance. Salesforce can be costly, but it is highly recommendable if it aligns with your organization's needs. Overall, I rate the solution an eight out of ten.

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.

Learning to use the product is an easy task, especially since Salesforce has a lot of its own learning processes in place, which can make one capable enough to start working on Salesforce. I don't have experience with the mobile accessibility of Salesforce Sales Cloud since I don't use it. I rate the tool a ten out of ten.

I did not face any major issues. I recommend the solution to others. It is easy to use. Overall, I rate the product an eight out of ten.

The AI functionality built into Salesforce is good. It was not available when I first started using Salesforce. Using the Sales mobile app has many benefits. I have used it, and it is great for accessing Salesforce on the go. Integrating Sales Cloud with other Salesforce products or third-party applications has been good. I would recommend Salesforce to others, especially for its effectiveness as a CRM system. It stands out compared to other software, particularly in India. Overall, I would rate Salesforce Sales Cloud as an eight out of ten.

I would recommend having a good Salesforce administrator. Other than that, it's pretty easy to use. Overall, I would rate the solution a seven out of ten. I would recommend using it.

Salesforce Sales Cloud is useful for managing and tracking our company's sales pipeline since my company is a client of the tool, not a partner or a product company. My company uses Salesforce Sales Cloud as a platform for our sales team so that we can check the productivity and leads and deal with multiple other areas. The tool has impacted our company's lead generation and conversion, but it all depends on the follow-ups from our end. If anyone from my company does a follow-up with a client for selling any product associated with a particular business segment, then such a person has the liberty to leverage the penetration level, which is very high, and it can definitely impact the conversion from lead to opportunity. In general, everything totally depends on the penetration level. In terms of the sales forecasting abilities of the product, I would say that the tool has AI-based functionalities, especially since the product is associated with Salesforce Einstein AI Solutions. My company can easily create multiple applications according to business cases and assign different applications to different employees on the basis of rules, so we can define the set of permissions using the tool. My company can easily manage the sales team from the application. Salesforce's mobile app is useful for on-the-go sales management since it offers online or offline capabilities. The tool's mobile app helps one place orders in remote areas and create leads from remote areas, which are some of the benefits of Salesforce Sales Cloud. Salesforce Sales Cloud offers benefits in areas like reporting, so I can say that the tool has a very good reporting structure with good reporting AI, allowing its users to build reports according to our company's data, which is a big thing for us and it serves as a very good benefit. Integrating Salesforce Sales Cloud with other Salesforce products or third-party tools has enhanced sales processes, and I can say that it is a very easy process. I recommend the product to those who plan to use it. Some of my company's leading clients who operate at a global level are moving to Salesforce Sales Cloud. I rate the product a nine out of ten.

We chose Salesforce Sales Cloud because we need everything in one place to have one forecasting platform, one sales platform, and one customer management platform. The solution's forecasting feature gives us visibility on one page to give us better guidance and understanding of what's going on and what could happen. Since the solution is an appliance, there's nothing to deploy. I would recommend the solution to other users. From my perspective, it's a tool that should be used for every purpose because it could be scalable from a small number of users to huge ones. Usually, it's flexible enough to implement all the features that customers could need. Salesforce Sales Cloud is a native integrated solution. Overall, I rate the solution a nine out of ten.

The systematic integration in the opportunity section helps us streamline opportunity management. We used the solution in the first year for account planning and territory management, which was helpful. I would recommend Salesforce Sales Cloud to other users. Users should be very careful about pulling everything, and they should keep it as simple as possible. If you're going to create something that will produce errors, then make sure that they explain how to fix it. The solution's mobile experience for our sales team is not good. I rate the solution's mobile experience a two or three out of ten. With Salesforce Sales Cloud, we have everything in one spot, and the solution's AI function really improves our experience. Overall, I rate Salesforce Sales Cloud a seven out of ten.

The ease or difficulty with the maintenance part of the product users' experience depends on what they need from the product. The archiving and backup features of the product are not that flexible and convenient for certain use cases. You can use just a basic backup with the tool, which is not enough in most cases. If a user wants more backup features, then the user May need some additional tools while dealing with Salesforce Sales Cloud's installation phase. I think Salesforce Sales Cloud is the right solution to use, as it is a good solution that is widely adopted and has proven itself in practice. I think it is a good decision to use Salesforce Sales Cloud. There are many aspects an organization needs to consider before adopting Salesforce, which are matters that can be greater than just the technical part. I rate the overall tool an eight to nine out of ten.

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

The scalability could improve by a small amount. I rate Salesforce Sales Cloud a nine out of ten.

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.

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.

I would advise those considering Salesforce to first understand their business model and how a CRM would fit in. They should understand their use cases and how their business functions can be changed from a technological perspective. The Salesforce Lightning feature is a new concept and we need to understand how it could help our business. We need to understand the usability and user experience for customization and to provide solutions for specific industries. I would rate this solution an eight out of ten.

I would recommend this solution. I rate Salesforce Sales Cloud a seven out of ten.

I rate Salesforce Sales Cloud an eight out of ten.

Have a training module in place because Salesforce is a little bit technical and you need to understand all of the features. The Salesforce Sales Cloud platform stands out from other products, and I would give them an eight on a scale from one to ten.

I'm not sure about Salesforce, but the user side is similar to an app with this solution. That is acceptable from an IT standpoint. Actually, I'm not involved in this project very much, so I'm not sure what the issues are. I'm only in charge of RPA, not CRM, so I'm not sure. I would rate Salesforce Sales Cloud a seven out of ten.

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.

I would definitely recommend this solution. Salesforce is very good. I would rate it a nine out of 10.

Yes, I would recommend it for other users. When you use Salesforce, we have another team that is in charge of developing other CRM module complements. If we require information that is not currently available in this CRM, our development teams can create it. We have Salesforce, and if we need other information that isn't actually in the CRM tomorrow, we have our IT teams. They have some developers, who can create this module, we can add it, and you will have the information we require. If we need some dashboards, or if we need more dashboards than we already have, we have some teams that can develop this software. We have a separate module component that can add to our CRM. I would rate Salesforce Sales Cloud a nine out of ten.

I would recommend comparing this product with others before implementing it, as it's not the cheapest, and you may not use all of its functions. I would rate this solution as eight out of ten.

My advice to any company implementing any product is to have their processes lined up, at least on paper first, rather than going to a system. I've seen this happen with a few clients. Their structure is not set, but they come into the CRM and then they build on the go, which creates a lot of best practice issues when they do that. Before implementing any CRM, I would suggest that any company should have a proper sales process or their processes lined up, and have a clear idea of what they want to happen in the system so that that can be translated easily onto the system. I would rate Sales Cloud a nine out of ten because I'm totally into Salesforce and I appreciate the product a lot.

The advice I would give to someone looking into implementing Salesforce is to know the business inside and out—that would be what they call a functional consultant—because a lot of processes can be translated easily enough without the use of coding. For us, it took about 18 months of scoping in order to get the best process moving forward. The implementation can be as easy or as difficult as you want it to be. If you translate all your processes together, then I think it will be more difficult, but you essentially have to give a bit in order to take. I recommend engaging with an experienced Salesforce consultant or partner in order to get the most out of the system because if you're doing it yourself, it might get a bit overwhelming, especially if you don't have any CRM experience. Just know that almost anything is possible with Salesforce. A lot of the companies I used to work for were built on Salesforce and all opportunities—revenue-driven processes—were driven through Salesforce. It's easily done, especially within the e-commerce and tech software industries. Sales Cloud is very applicable, but make sure to engage a partner who is experienced in rolling out Salesforce. There are partners who specialize in the education sector, F&B, etc., so you have options. I rate Salesforce a nine out of ten.

You should know what your use cases are. Try to figure out if you will be extensively using automation or not. If you're not, you can use the lower licensing versions that are pretty cheap. The basic model was about $25 a month per user, and you can probably have three users for that, but it doesn't give you extensive automation capabilities. You will have to do a cost comparison for your specific use case to see if the basic license fits the needs of your business. I would rate it an eight out of 10.

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.

I would rate this solution 9 out of 10. It is a premium product. My biggest advice is to know your scope. Make sure you have buy-in, the executive ,down. It has to come from the leadership down. It can't be from an employee up, otherwise you won't have the buy-in, the optimized use of it. Then form a continuous improvement committee to ensure that you're leveraging the true capabilities of a best-in-class technology. Otherwise, you risk just using it for business-as-usual administration without necessarily leveraging the benefits of a SaaS, where there's ongoing new enhancements and capabilities. Unless you're investing in leveraging those, you're probably not getting the best return on your investment.

Salesforce Sales Cloud is the most powerful cloud of the Sales Cloud. It is scalable and bug-free. If a company is a business model that is based on lead generation, I recommend that they use the unlimited edition org and use the Einstein product for lead management, lead nurturing and rule based scoring of the lead. Another good feature is forecasting. I would rate the complete Sales Cloud a 9 out of 10.

Salesforce is very flexible and provides developmental tools in case you have special requirements. I think this is a very, very good product that can help many organizations to achieve success, and that is suitable for all sizes of organizations. I would recommend not going with every feature, as this is a wide and flexible product, so get to know the product before implementing it. I would rate this solution as ten out of ten.

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.

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.

We're a Salesforce customer. We don't have a business relationship with the company. We're using the enterprise version of the solution. It's a good product. It's perfect for people who really want to grow their company. If they have resources to really spend on organizing their leads and clients then Salesforce is a pretty good option. That said, it is not for everybody. On a scale from one to ten, I'd rate this solution at a six. If it was more competitively priced and was a little less complex, I'd rate it higher. It's just too big for us.