Salesforce Sales Cloud Reviews

The best solution in the market if you know how!

Comments: Very, very pleased and satisfied in almost 5 years of usage!

Pros:

Level of customizing the platform and adjusting it to the business needs is awesome! Intuitive but sometimes challenging, never disappoints though! Loving the dashboards and integration capabilities!

Cons:

Due to complexity, sometimes it's tricky to figure out how to implement something and it has its own limitations in reporting, for example. It's more on the expensive side.

Best Sales Management Tool

Comments: Overall, SFSC is the best-in-class tool for salespeople and sales managers to lead the sales process.

Pros:

SFSC is the easiest out-of-the-box sales workflow management tool out there. It is transformative when it comes to making a salesperson's life easier.

Cons:

The platform has few cons. In some cases, it requires a third-party integrator to customize and implement, which may add to the costs.

Alternatives Considered: Dynamics 365

Reasons for Switching to Salesforce Sales Cloud: Ease of use and sales teams preference over other products.

A solid sales tool with plenty to offer

Pros:

I like the integrations it offers with other services like Zoominfo and Outlook.

Cons:

It can sometimes get confusing trying to track down missing tasks and emails that come in unassigned because of an unlogged contact.

Salesforce Sales Cloud - User Friendly-ish

Comments: Overall, Salesforce Sales Cloud has been very pleasant to use, but it could use a few updates to make reports, claims, and general population of month statistics more user-friendly.

Pros:

Salesforce Sales Cloud is a very organized platform that makes it easy to see what projects are being completed and prioritize things that need immediate action.

Cons:

When running reports and needing to see the total of monetary value items, there is a difficulty in determining if this can be done within the report itself or if in needs to be completed on the dashboard. This is confusing in itself but also leads to difficulty when going between a PC unit and a mobile phone or iPad app version.

Powerful but Complex: A Deep Dive into Salesforce Sales Cloud

Comments: My overall experience with Salesforce Sales Cloud has been largely positive, though it comes with a mix of strengths and challenges.

Pros:

Customizability and Scalability: Comprehensive Sales Tools Automation Analytics and Reporting

Cons:

Steep Learning Curve Complex Customization User Interface Performance Issues

Alternatives Considered: HubSpot CRM Integration for Jira

Reasons for Switching to Salesforce Sales Cloud: Customization & Scalability Comprehensive Feature Set Integration Capabilities

Great tool for any industy

Comments: loved it altogether. once you have your profile how you want it to look it flows so well and again being able to have multiple users and not overlapping is amazing

Pros:

User Friendly and multi industry use I absolutely enjoy

Cons:

building out your cloud how your company needs

Salesforce - Review

Comments: We went from using excel to organize everything, and Salesforce changed the way we do everything, for the better.

Pros:

Salesforce does a great job of allowing my team and I to look at all the available job postings. It does a great job of keeping everything organized and updated.

Cons:

Salesforce is an excellent product, I have nothing bad to say about it.

Effortless

Comments: A great product overall, would recommend in many companies

Pros:

eamless Integration Capabilities: Salesforce Sales Cloud integrates smoothly with numerous third-party applications and tools. Whether you’re using marketing automation systems, accounting software, or customer support platforms, the ability to connect these systems creates a unified ecosystem, enhancing overall productivity.

Cons:

Complexity and Learning Curve: One of the most significant drawbacks of Salesforce Sales Cloud is its complexity. While it offers an extensive array of features, this breadth can be overwhelming for new users.

Well structured software

Comments: I have used Salesfoce Sales Cloud in relation to my job. It has been a good experience so far.

Pros:

The design and the ease of use. There is a lot of changes that can be made according to each and every organization.

Cons:

At times there's too much going on. I would like to have more vibrant colours.

Critical but useful

Comments: Its quite positive but often depends upon the specific need and context of an organisation
allows significant customization and integrates well however new users may find it challenging to navigate the platform

Pros:

Lead and opportunity management efficient tracking of leads from capture till closure

Cons:

Extensive features and functionality for new user and expensive especially for small business

Excellent tool but challenge to fully deploy

Comments: We did not realize the capability to interface so with our manufacturing and accounting systems. While not exhaustive, the information which can be shared between the three systems had been invaluable to our sales engineering team. It's also been a great help for sharing company wide project status for pipeline projects. One of the greatest benefits has been in sales planning. We're no longer limited to running reports from 4 systems . Salesforce allows us to quickly create pipeline reports and create punch up reports for sales team members.

Pros:

Since integration of SalesForce to our sales engineering team we have full visibility of quote, inquiry and sale pipeline activities. In previous systems these activities we're silo functions which depended on spreadsheet analysis lots of discussions and sales person memory. Salesforce has proven a great central repository and clearing House for all of this information. The linking with Outlook was a critical piece of this which we purchased from a third party.

Cons:

The front end pricing seemed ok. BUT it took a LOT of customization to get the level of user friendly interface and process integration we needed. We ended up having to expand the customization scope twice after the initial contract. So the overall cost per user and startup was much higher than budgeted.

Alternatives Considered: Global Shop Solutions

Reasons for Switching to Salesforce Sales Cloud: Installed product base Industry reputation Customization capabilities Net based App for remote access

Very functional product

Pros:

Industry leading software Massive community support network High volume of add-ins and extensions Intuitive natural user interface (lightning) Easy reporting Highly customizable

Cons:

Some administration/development is quite complicated for newer admins Product support, even on premier, is frustrating. Had to explain the same issue to each tier of support. Often I resolved our issue on my own. Mobile app has been inconsistently working for both iPhone and Android for the last year or so. Some browser based issues & Mac v. PC Java based issues.

Alternatives Considered: Pipedrive

Reasons for Choosing Salesforce Sales Cloud: Insightly was failing our organization for multiple reasons. The user interface was never the prettiest and the system took a lot to train users to use. However, the biggest sin was several API updates broke various integrations we had. After a few fatal API updates we decided to jump ship to another system.

Switched From: Insightly

Reasons for Switching to Salesforce Sales Cloud: Pipedrive was not as powerful / customizable as we were accustomed to with Insightly. Apto is based on Salesforce but is highly tailored and not customizable as well. Ultimately, a system with the ability to customize workflows, designs/interfaces, and integrations was critical to our need.

Salesforce NPSP - Pricey, but will give you room to grow

Comments: Great! If possible, I recommend ensuring you have someone in-house with at least 3 years experience before deployment. We contract a Salesforce Developer who aids non-profits specifically to aid in back-end matters.

Pros:

I love that it has given our non-profit a space to grow into. Too often, non-profits find themselves barred by limits placed on the number of Contacts being retained. Most pricing is based around this figure which is tiresome when you are looking to gain momentum without having to have constant upgrades. Salesforce is massive and delivers in what it says it will do.

Cons:

It is challenging to learn. I would have appreciated options for non-profit teams to have discount pricing on trainings with use. This would have provided for shared trust in the CRM, rather than knowledge given to a few who then became internal advocates for the system.

Salesforce is the best CRM if money is no issue and you customize it to your needs

Comments: SFS was a great solution for a company I worked for because I was able to spend the time to configure for optimal use. By understand the needs of the sales team, support team, and even our engineers who had minimal interaction with SFS, I was able to achieve a lot. I never got us into internal messaging, but I did improve our lead capture and qualification process with SFS.

Pros:

SFS is a very powerful piece of software that is a dream if you take the the time to configure it and a nightmare if you don't. Those who fail with SFS are the people who think it's a turnkey solution that you can just buy and start using. Nope. You need to configure the heck out of it to suit your needs. If you take it seriously, capture workflows and goals for your team well, and take the time to set it up, you will be very happy with this solution. It doesn't need to take years, but it does take dedicated time.

Cons:

The pricing is high. Social media tools for the application are pretty weak. Plus, out of the box, it's overwhelming and just not usable.

Alternatives Considered: Sage CRM, Zoho CRM, NetSuite, SAP Business One and Basecamp

Reasons for Switching to Salesforce Sales Cloud: Our [SENSITIVE CONTENT HIDDEN] liked the power of Salesforce and felt that a weak sales pipeline would hurt us. So, we focused on optimizing, getting many module solutions to add to Salesforce, and it was working well. The sheer mass of options in the Salesforce Marketplace was also impressive and led to us thinking this was the right solution for people not afraid of paying for the premium option.

A communication tool that can be useful in any location, depending on the operation

Comments: Salesforce has many functions. My job is to gather information from the customer, what they want and other specific personal information about incoming inquiries and assign them to the person in charge within the company. In particular, it takes time to determine who is in charge of which department and who is in order. It is now possible to find and inform the other party in a short time. Ultimately, customer information obtained through marketing, etc., including queries, is managed collectively so that the person in charge can refer to it when necessary. Records of actions taken are also kept as a history, so it is easy to track the past, and I can change responsibilities without thinking about handing them over.

Pros:

Even in the enterprise, the publishing timeline of this product's "Chatter" feature has become a valuable place where project information can be shared across departmental boundaries. From seminar events to disability information, you can see the information you would otherwise have to research independently. Since it became available on smartphones, checking it on the go was possible, and I felt it was more convenient.

Cons:

The complexity of the user interface: The wealth of functions complicates the operation. It is also customary to explain how to use it to transfer members. In addition, from the administrator's point of view, I think the barriers to customization at the beginning of the introduction are relatively high.

Alternatives Considered: HubSpot Sales Hub

Reasons for Choosing Salesforce Sales Cloud: Until now, we had our handmade system, but with the formal introduction of SFA, its importance expanded within the company. It is perfect if the personal information collected in consultations and sales activities is organized and left as a record. You can search and see the moves, so the successor can see past activities by looking at them. Because personal information is collected without being reduced, it can be used effectively for marketing activities. The more we have, the more valuable we are as a company.

Switched From: SAP Sales Cloud

Reasons for Switching to Salesforce Sales Cloud: I feel it is essential to be able to check project information on a smartphone and perform simple operations. It was a long time ago, but there was a time when I had to go back to the office from work and enter data on a PC. Compared to those days, the efficiency of work related to project management has improved.

This CRM is incredibly versatile

Comments: I regret not discovering its capabilities sooner, as we would have transitioned to it for onboarding much earlier. I wasn't aware that you could create custom objects that link to an account record and set up as many fields as needed.

Pros:

Our onboarding team relies on Salesforce for ushering in new customers. It helps us monitor communications, activities, and task completion statuses, while also facilitating the creation of reports and dashboards to visualize account progress during onboarding. Salesforce stands out as the top-notch choice for customization and trackability. We're able to configure fields and gather data as per specific workflows, and even automate tasks for smoother operations.

Cons:

Salesforce can be a bit sluggish and cumbersome on occasion. We had to undergo training from a Salesforce expert to implement the systems we required, indicating that it may not be the most user-friendly option out there. However, this complexity is often inherent in such a robust system.

Top-Shelf and Well-Worth the Price

Comments: I have had fantastic experiences with sf.com in several capacities including as sales manager and a front-line revenue producer (hunter). The software is very intuitive so tracking appointments, birthdays of clients, last conversations had (and all other last activities) can not only be saved but can be set up with a time stamp/alarm for follow-up. As a direct sales contributor, sf.com was the only tool I needed to be successful and is comprehensive in its ability to keep an eye on the business. All quotations can be done through the software and the metrics from each quote go into "the system" so that pipeline reports by sales person, group, region, or entire company can be seen and used as a management tool. Literally, I could go on and on about all the benefits of the software. If used properly any sales person should see increased revenue from adding this software as it is a time-safer and organizer.

Pros:

Packs a punch in features that can be turned on and turned off as needed when business trends and sales needs change. Worth the price as a stand-alone sales CRM and sales tool for a small business with just a handful of reps while at the same time being equally effective as a platform for a company with 1000+ sales people that want integration between multiple departments. Excellent security against both outside and inside threats and manipulation. User definition fields so numerous that it allows for unique user roles for every employee on the system if desired.

Cons:

Like most software tools, sf.com has a learning curve and there will be some in the company that are resistant to the change. If those people are not pushed and required to use the system completely it detracts from the overall benefit of the software. The software is more expensive than its competitors - many times significantly more expensive. Also the packages start at the price for 5 users so if you are a small business with yourself and two employees, you will pay for 5 users even though you may only need 2 or 3 users.

Loved it!

Comments: Very positive!

Pros:

Let me, first of all, start off being admitting that I do not currently use Salesforce in my business but used it quite extensively during my time in Corporate America as an account manager and program manager. As an account manager, we were required to enter all activities and customer interactions in SF. It was a very user-friendly and intuitive interface. I am certain that it has changed quite a bit since then but was still a great platform back then. Some of the features I enjoyed most were emailers and scheduling call backs (served as an assistant). Even though I forecasted during my role as an account manager, I did not appreciate the value of being able to track revenue forecasted by account and service managers until I transitioned into a role as a national program manager. I even worked with engineers to develop a special promotional code that allowed me to track revenue for my program forecasted by my co-workers deals. Although it was a lot of work, this was a huge milestone for me and the company. For the first time, we we able to track revenue for a particular funding source. As an entrepreneur, I have an even greater degree of appreciation for forecasting revenue. SalesForce gets thumbs up from me.

Cons:

I have no "least" liked features. Perhaps, the only semi-negative I have to share is that we had to develop a special backend program to track revenue for my program. But even that is a compliment to SF. The fact that their software is so flexible speaks volumes.

Solid CRM That Can Do a Lot

Comments: Overall it has been great for me. As I said, once you get your salesforce process setup up, it's really easy to use, and the crashing that occurs is very minimal: it really only happens when your Salesforce admin tweaks with something. I can't speak to the cost (As I'm just a user), but from my perspective I would recommend it if you're looking for a solid CRM.

Pros:

Once you have your Salesforce process setup and streamlined, it's great to use. It's easy to access leads and opportunities and manage data inside them with relatively few issues. I also like the dashboard feature which allows you to see a lot of data from different reports in an aesthetically pleasing manner. I have never used the Zoho CRM, but I know my company switched over and has been using it for over 2 years now.

Cons:

The setup process can be difficult and might require some degree of coding logic. Like all software sometimes features won't work and you'll have to contact the salesforce administer within your company to fix it. Also, the reports can kind of be tricky to set up. My biggest complaint is that no two people can edit a file at the same time. There have been times where I've spent 15 minutes inputting information in a file and tried to click save only to see an error message saying that someone else has edited the file. So I wish it would allow for real-time editing amongst co-workers or at least allow me to refresh the page while saving all the data I have already typed up. I'm also not a fan of "lightning mode", which is the new UI that they are trying to push. Salesforce classic is just so much easier to use, and you can see so much data at one time when looking at leads/opportunities.

Salesforce is a very complex, intricate and versatile all-in-one CRM

Pros:

What I like most about Salesforce is the capability of being an all-in-one CRM. In the insurance business, there is a very wide variety of details to track: client information, sales statistics, commissions, important dates, data from insurance carriers, and more. Salesforce has the ability to customize the fields so that we can keep track of as much information that we want to. Another example of the versatility of Salesforce is that it can be used by all departments of a company. SeniorQuote has deployed Salesforce with our sales agents, case managers, finance department, administrators, marketing specialists and data analysts. We have incorporated plug-ins with Salesforce to make it versatile for our needs. We were able to incorporate inContact with our Salesforce to have a built-in phone dialer for our agents. We also incorporated Marketo's automation software to have the ability to use digital marketing with the ease of a "click" while surveying our extensive database of leads. We purchased additional support, which has been a huge help. Response time is good. I put in tickets for help which are answered anywhere between minutes after my request up to 24 hours. The assistance we receive is often stellar, and the representatives are very knowledgeable. The only quirk with them is they are sometimes in foreign countries and some instances I've dealt with people with poor communication skills.

Cons:

What turns me off about Salesforce is the configuration. It could be pertinent to SeniorQuote, because we did not hire a licensed Salesforce administrator to configure and maintain our Salesforce account. After going through it without an administrator, I would highly recommend having one on staff (as appropriate to company size) Simply put: the more complicated or detailed your CRM will be, the higher the likelihood you will need an in-house administrator. I have used Salesforce with three different companies and have witnessed the many problems that arise when you don't have someone who is an EXPERT at Salesforce to help you out. At the very least, I suggest buying the Additional Support.

"Salesforce.com is as of now the most famous CRM stage in presence."

Comments: Salesforce.com is appropriate for setting up associations with a strong customer base program and a committed Business Development and Account Team. I would not prescribe Salesforce.com to little new businesses as these associations can get essential CRM usefulness from free or a lot less expensive CRM stages. However, assuming that an organization is estimated to develop, Salesforce.com is an extraordinary CRM to develop with. It is truly adjustable, yet modifying the backend of the Salesforce.com CRM will require a Salesforce Administrator, somebody with the experience to make the custom articles, and so forth, or an outsider consultancy to construct the CRM to meet the extraordinary business necessities.
Here are a few situations where Salesforce.com is appropriate in Finastra. As a Financial Services organization, we are managing huge to medium IT, bank, as well as monetary establishments or organizations, and a lot of deals and showcasing endeavors are set up and we do require Salesforce.com to really keep up with our leads, contacts, or prospects whether new or old, the client. It is broadly utilized in our showcasing exercises through Marketo adjusted in Salesforce.com. It additionally fills in as a coherence device between the promoting and outreach groups to support our leads until we create an ROI or have a nearby won/bargain status.
While for situations where it is less proper I think assuming it's for non-request gen crusade or non-conditional exercises.

Pros:

Salesforce is an amazing CRM apparatus that is not difficult to set up and use for our association. It is easy-to-use programming that provides me with a reasonable image of my business processes in diagrams and assists me with amending my business procedures. Salesforce.com is amazingly adjustable. I would not think about it as an out-of-the-container arrangement, despite the fact that its standard fields take into consideration major CRM exercises and revealing. Salesforce.com can incorporate 100s of outsider programming—as rulemaking efficiency in processes.

Cons:

The announcing could be more instinctive, and the apparatus' worth requires insightful plan and design. The dashboards could be more clear, and chipping away at various tabs dials the interface back. Customization of reports and a huge number of different elements would be welcome augmentations. Assuming a client makes a record and that client is as of now not dynamic, you can't make changes to that record except if an administrator changes the record proprietor. Copy and Matching principles ought to be naturally enacted while carrying out the CRM to guarantee information honesty. Salesforce.com is an incredibly perplexing stage, and if not executed as expected, can make issues not too far off when organizations develop and change. This isn't a usefulness issue, yet I accept that Salesforce.com ought to talk with all customers on what specialty units they require and streamline the framework for scaling as the association develops.

Build relationships with your customers and increase sales

Comments: This platform helps me a lot to have all the information in one place, because it allows the seller to enter the system and process all the required information, and this makes it easier to provide the necessary information about sales, emails, responses, meetings, etc. All this information is in one place, helping me to review the progress that is made with the clients, as well as I can set warning alerts, if they visited it, how many times a week they visited it, if I bought in the last month even If I buy in the same year.

Pros:

I like Salesforce Sales cloud because it helps us massively manage customers and manage the information of new prospects, it also helps us automate our sales process, because it helps us achieve business strategies, focused on customer relations. This platform helps us to have all the information of our clients in the company, since if a salesperson stops working for the company, they are prevented from having access to client information, since the system gives you the option to protect the information of your clients, this is done because each sales manager is obliged to file the information in the system, allowing the data to remain in the company and be used exclusively by the collaborators of said company, and in this way it can be resume customer relations and manage the customer again.

Cons:

I have nothing against this platform, as it is there to help small and large companies to retain customers.

I have found the SalesForce Platform to be robust beyond all possibilities. No match.

Comments: Absolute enterprise situational awareness. We operate in a high-criticality, high-consequences, high-reliability industry; Critical Medical Aviation. We must be aware of a wide range of matters and be extremely well-synchronized in our efforts - aviation, safety, logistics, customer focus, innovation, marketing, communications, professional-development, succession planning - all these and more are managed across the Salesforce Platform. Our industry is responsible to provide individuals with the highest probability of a positive outcome when their survival is at high risk. The Salesforce platform is virtually on board each flight.

Pros:

Form many years we used another CRM - that was just that - a CRM. Salesforce has become a platform capable of infinite applications and integrations. It requires an investment in funds - and yes - time. But anything of high-yield does. Key - is securing a solid company for the customization Salesforce Corporate does a fine job connecting with the best. I frankly am shocked that in today's world many organizations are still operating without robust CRM and synchronous applications. I would suggest to those about to embark on this - GO WITH SALESFORCE - the leader and don't waste precious time going through all kinds of demos with others. Bottom-line - Salesforce is ahead and keeps ahead and will continue to do so. This greatly lessens your risks, Just make the move then make the commitment to optimize the core capabilities.

Cons:

It's an odd thing - but - what like least is; far too many capabilities. One can be overwhelmed and fixated on constantly wanting more. So - there's the good news - a company will probably never be able to keep up with the options available - it will never be limited - therefore Salesforce is aspirational and helps to drive growth. I believe the company will never stop keeping way ahead of what customers or prospects want. Just advise to master the basics and then progress.

Best CRM in the market, without question. Learning curve to administer but well worth it

Comments: Automation of common tasks saved us time. Documenting conversations and tracking new data gave us the ability to work with the right person at the right time. 3rd party apps were easy to find and integrate into our business processes. Saved time by building drip campaigns during the recruiting process. Adding new fields meant we could be agile in implementing new ideas and pilot projects.

Pros:

Customizable - allows organizations to track anything and everything Automation - easy to build workflows to automate repetitive tasks Security - can control access to fields, records, or entire objects by user type. Access and security are vital and easily maintained and deployed Innovative - Salesforce is consistently voted one of the most innovative companies in the world. Quarterly releases are packed with new features to support users and administrators Community - the Salesforce community is incredible. Find answers from other users and administrators through Salesforce's gigantic communities. Equality - Salesforce is a champion for equality and equity for all. It is important that we are partnering with a company that views equality as a core value. Philanthropy - Salesforce has been committed to giving back since it was founded. Again, sharing the work with a partner that has strong values is an important business lever. Training - hours and hours of free training exist at the click of a button. ANYONE can learn to administer Salesforce by using Salesforce Trailhead, their online training module.

Cons:

Can be difficult to use and learn, particularly for administrators. Maintaining documentation is vital and is left to the organizational administrators without much advice from Salesforce. All the possibilities can be overwhelming for new users and administrators.

You can do a lot with Salesforce

Comments: You know when you interview someone and you ask them for their weakness and they turn a positive into a negative ("I'm a perfectionist!") Well, that is the issue with Salesforce. It is so configurable that you can get yourself into trouble! There are layers and layers of security and configurations - you get to choose how complex your org will be. How you set up objects and relationships will greatly impact on how you can later get out your data. Take the time to engage a Data Architect to review the design before you release to the hordes! And while yes, the data structure and reporting tool inhibit reporting and analytics, it collects the data relatively well. Best bet is to get a copy of your data and get it into a data warehouse or even a couple of simple reporting tables. Get your users used to using other tools for reporting whenever possible.

Pros:

It is easy to get up and running with a very simple and basic sales/CRM configuration with Salesforce. Creating custom objects (tables) and fields is pretty simple and convenient. The platform also offers easy to use, off the shelf APIs that make integrating outside sources and systems pretty straightforward. And, if designed properly, it can scale and adapt fairly well. Extremely configurable and can ultimately do most things asked of it.

Cons:

I have two issues with Salesforce. The first is the way it stores the data. Because it is an object oriented database, it stores more in columns than in rows. The User Interface is based on the structure of the objects and on the relationships of those objects. What ends up happening is that data starts to "spread" via triggers and workflows so it will be visible. Traditionally, there has been a lot of copying of data between Salesforce objects. The second issue is an extension of the first - Reporting. Reporting is inherently difficult to begin with because of the structure of the data. In order to create a report, a "report type" has to be created which pre-identifies the objects and fields. It makes ad-hoc reporting difficult and time consuming. But the reporting tool itself is clunky and difficult to use. To be clear, this is basic Salesforce reporting - not Einstein or Wave. You can't rename columns on the fly, can't create non aggregated calculations, and the user interface is just plain outdated.