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2019-02-28T04:50:00Z
Julia Frohwein - PeerSpot reviewer
Senior Director of Delivery at PeerSpot (formerly IT Central Station)
  • 0
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What is your primary use case for Salesforce Sales Cloud?

How do you or your organization use this solution?

Please share with us so that your peers can learn from your experiences.

Thank you!

23
PeerSpot user
23 Answers
Jose LuisGonzalez - PeerSpot reviewer
Territory Manager at Dynatrace
Real User
2022-07-12T15:17:27Z
12 July 22

We use this solution for opportunity and account management, contact management, quoting, marketing and for registration of events.

KR
Sr. software integration engineer at a pharma/biotech company with 1,001-5,000 employees
Real User
2022-05-24T09:09:46Z
24 May 22

I use Salesforce Sales Cloud to customise order management and tracking. We also use it for revenue recognition, billing and analytics. Salesforce is our primary CRM.

Masashi Kimura - PeerSpot reviewer
Senior Sales for CloudHealth Japan (First Sales) at VMware
Real User
Top 20
2022-05-12T09:57:25Z
12 May 22

We use Salesforce Sales Cloud for customer engagement, CB2, marketing, and forecasting tools.

Aha Lin - PeerSpot reviewer
Field Sales Representative , Enterprise at Google
MSP
Top 20
2022-05-11T11:29:56Z
11 May 22

Salesforce Sales Cloud is used for many things, such as opportunity, pipeline, and code hub management.

Ajeet Mishra - PeerSpot reviewer
Strategic Sales Manager at Onnivation
Real User
Top 20
2022-05-10T13:14:39Z
10 May 22

It's a centralized dashboard for all our in-house information. We used to have all of the data in Excel sheets, but with the CRM, we can have all of the information in one place. You have access to all your deals, and all the information is visible to everyone in the company. You don't have to ask each employee to share individual sheets with you. Instead, what Salesforce does is that it gives everybody access to all the information on the dashboard.

KS
Delivery Manager at kbtg
Real User
Top 20
2022-03-23T10:19:31Z
23 March 22

Salesforce Sales Cloud is used for selling, tracking leads, verifying customer information, scheduling appointments, visiting customers, and costing leads. Open the case to the back end for something that cannot be done in the front end. Perhaps we have a case open to the back end.

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Will Oliveira - PeerSpot reviewer
Commercial & Enterprise Account Executive, Sub-Saharan Africa at New Relic Inc
MSP
Top 10
2022-03-22T23:27:06Z
22 March 22

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.

BL
E-Commerce Business Partner at a tech vendor with 501-1,000 employees
Real User
2022-02-10T09:41:32Z
10 February 22

It is for normal CRM usage. We are using it to manage our contacts and customer-related information.

BH
Directeur Grands Projets at a energy/utilities company with 10,001+ employees
Real User
Top 20
2022-02-09T13:34:20Z
09 February 22

Salesforce Sales Cloud is used because it is requested by our customers and colleagues. For the moment, I only know one CRM, and it's Salesforce Sales Cloud. I don't use it directly, I am a business unit director. For me, Salesforce is used because I need information about the customers and sales. Salesforce Sales Cloud is used to collect address information and sales revenue about our customers. We provide this solution to our clients. Our clients only enter the data to follow the project.

DB Prabhu - PeerSpot reviewer
Consultant at a tech consulting company with 1-10 employees
Real User
Top 5Leaderboard
2022-01-05T05:05:00Z
05 January 22

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.

JV
Business Manager - Managed Services & IT Consulting at a tech services company with 201-500 employees
Real User
Top 20
2021-12-23T15:49:00Z
23 December 21

My primary use case is for business opportunities, following sales and pre-sales actions, and contacting customers.

PS
Salesforce Consultant at Amdrodd Technologies
Consultant
Top 20
2021-12-23T13:26:00Z
23 December 21

I am a Salesforce consultant for multiple clients, and we have different scenarios wherein the Salesforce Sales Cloud has been used. Use cases include different scenarios and different industries, so from banking to automobile industries, to NGOs, nonprofits too. One use case is for a client in the automobile industry. There is a sales process, sales funnel, that has been built for the particular company, according to the region. When there is a lead that comes into Salesforce, according to the region, they will be assigned to a particular salesperson. If the lead is converted, then an opportunity has been created and the opportunity is nurtured through Salesforce. There are different tasks that will then be allotted to the particular salesperson in each opportunity stage.

AH
Salesforce CRM Lead at a non-tech company with 1,001-5,000 employees
Real User
Top 20
2021-12-02T13:13:42Z
02 December 21

My primary use case of Sales Cloud is for account management. It's usually used by the sales teams, to organize our accounts and actually target certain accounts, to push certain products over to them. We have it linked with our current ERP platform, SAP, to give us visibility on invoices and products, what we call pack sizes, where we can build reports that help the sales teams do their jobs more efficiently. We also use it to create call cases, which is our product complaints process.

CC
Senior Salesforce Consultant at a marketing services firm with 11-50 employees
Consultant
Top 20
2021-11-26T19:15:32Z
26 November 21

A client was running the sales and marketing operations in a spreadsheet, and they wanted to have everything in one place. So, they migrated to Salesforce, and we helped them out with: * Creating the object structure * Mapping their objects with native Salesforce objects * Putting together the page layout for the team * Adding the data from the sheet into the instance In terms of deployment, it was on the Salesforce cloud. The users had to log into it through a browser.

Jonathan Nickel - PeerSpot reviewer
Business Development Manager at Fraser Valley Office Systems
Real User
Top 20
2021-11-16T22:43:03Z
16 November 21

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

John Khoury - PeerSpot reviewer
Head of Technology & Change Management at My Muscle Chef
Real User
Top 20
2021-11-16T13:44:00Z
16 November 21

It's really the field sales mobility and alignment with the customer-service functions, so Service and Sales Cloud alignment through Salesforce. We use the SaaS version. Predominantly, it's pipeline management and Salesforce optimization. We are a smaller company, so there are about 80 users working with Sales Cloud.

AT
Software Engineer - Technical Lead at a financial services firm with 10,001+ employees
Real User
Top 20
2021-11-15T17:17:00Z
15 November 21

My use case includes account management, opportunity management, forecasting, lead management, products and pricing. We store driver information in the account objective. We have also developed an application for technology consulting clients who sell hardware. Software products can be tangible or intangible-like services. We use the product object to store the products. When there are multiple types of servers, like database servers or application servers we store and use attributes of the server, like the size of the server and whether it's scalable or not. We use the asset object after the product is shipped to the customer. Price list items and price lists are used for price management that handles pricing across multiple countries. We also use is the charge types and subscription-based models. For example, if you have purchased an internet subscription for one year, your charges could be a monthly, quarterly, half year or yearly. For our premium customers, they receive discounts. This could be tiered discounts based on the data consumption or the initial discount in the amount of 5%, 10% or 15% based on the type of customer.

EE
Salesforce consultant - IT manager at Cloud 11
Consultant
Top 20
2021-11-11T22:17:59Z
11 November 21

My main use case for this solution is for the sales and marketing team to gather leads and convert them to accounts. Using Salesforce, they gather information and log calls, texts, and meetings. We also use Salesforce to set up price books.

Aron Pectoor - PeerSpot reviewer
Salesforce Functional Consultant at Realdolmen
Consultant
Top 20
2021-11-03T14:07:00Z
03 November 21

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.

MA
Marketing & Sales Services at a pharma/biotech company with 201-500 employees
Real User
Top 5
2021-10-18T12:03:42Z
18 October 21

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.

MK
Principal Solutions Architect- Enterprise Applications at a tech services company with 1-10 employees
Real User
2020-09-23T06:10:05Z
23 September 20

We primarily use the solution for managing our organization's leads and our customer accounts.

John_Burke - PeerSpot reviewer
CIO and Principal Research Analyst at Nemertes Research
Real User
2020-01-04T17:14:00Z
04 January 20

We primarily use this solution for CRM, process automation, and our operational database.

PeerSpot user
Account Executive at Slashdot Media
Real User
2019-02-28T04:50:00Z
28 February 19

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

Related Questions
Miriam Tover - PeerSpot reviewer
Service Delivery Manager at PeerSpot (formerly IT Central Station)
Jul 12, 2022
If you were talking to someone whose organization is considering Salesforce Sales Cloud, what would you say? How would you rate it and why? Any other tips or advice?
2 out of 20 answers
MK
Principal Solutions Architect- Enterprise Applications at a tech services company with 1-10 employees
23 September 20
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.
MA
Marketing & Sales Services at a pharma/biotech company with 201-500 employees
18 October 21
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.
Julia Frohwein - PeerSpot reviewer
Senior Director of Delivery at PeerSpot (formerly IT Central Station)
May 24, 2022
Hi, We all know it's really hard to get good pricing and cost information. Please share what you can so you can help your peers.
2 out of 15 answers
MK
Principal Solutions Architect- Enterprise Applications at a tech services company with 1-10 employees
23 September 20
The solution isn't cheap. It's very costly for an organization like ours. It's also expensive to integrate the solution with other products.
MA
Marketing & Sales Services at a pharma/biotech company with 201-500 employees
18 October 21
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.
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