All Salesforce Sales Cloud Reviews

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Marianella

11 - 50 employees

Used less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed February 2021

Salesforce has been a game changer for our organization

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Vipul

Verified reviewer

Consumer Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Salesforce Sales cloud feedback from a professional consultant

Sales cloud is basically helpful for the companies looking to boost the overall sales productivity and pipeline management with clear understanding on leads and opportunity lifecycle.

PROS

It is SAAS based application which is best in the market and far ahead from its competitor and available for a fee based on user licenses. It's ease and ability to integrate with external third party application. Standard and custom based APIs. Further web to lead will allow better tracking of its leads.

CONS

Salesforce Sales clould is easy for a normal user and even salesforce has got lots of inhouse systems(trailhead) that would help any individual to learn and implement sales cloud in their daily work. Salesforce reporting and dashboards with AI(analytics) is improving a lot better to show and present the statistics in the lot clearer picture to the management.

Reason for choosing Salesforce Sales Cloud

It is best in the market and super evolving with three releases every year and promoting with the cutting edge technology and its ability to integrate with evry other third party systems

Michelle

Human Resources, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2023

Helpful With Building A Small Business Pipeline

PROS

Being able to put all of the opportunity information into Salesforce for tracking.

CONS

Starting the implementation has been slower than we'd like because of training on the project.

Reasons for switching to Salesforce Sales Cloud

Salesforce is used by a lot more companies and that offers us a chance to connect with more potential clients.

Susan

Architecture & Planning, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed November 2023

A Great Choice for a Powerful and Adaptable Program

My overall experience is good. I wish I could say it was great, but weighing the pros and cons, there are struggles with this program.

PROS

The most potent and adaptable sales platform is Salesforce Sales Cloud. This platform is essential for all shapes and sizes of sales departments, as it is specifically designed with the sales department in mind. We have been using this platform at my company for a very long time and have made numerous adjustments. This platform is mostly used by me for reporting and keeping track of out in the field activities. The procedure of generating reports and accounts is quite easy. I can add the contacts and notes manually, or I can import the list using a data loader. I can state that the customization is ideal for this platform because I have made numerous changes to the contacts and accounts properties.

CONS

The full functionality can be difficult for someone who is not that technically inclined. Being a small business owner, the cost is super high on a monthly basis, and can be hard to manage with all other expenses we need to manage. The customer support could be better when it comes to training and questions.

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Audrey

Verified reviewer

Information Technology and Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2023

The robust and efficient database facilitates contact with customers

I really appreciate how flexible the system is, as each of our business segments has very specific needs. By deploying our Salesforce administrators and developers on every project, we can provide value to every sales team.

PROS

The dashboard is my favorite part of Salesforce Sales Cloud. Its cheery hue helped us forget about the quotas we were supposed to meet. I can also attest to its ease of usage. I was concerned that there would be a lot of fields to fill out, but the system's auto-population feature quickly put my mind at ease.

CONS

I wouldn't call it a complaint because every system has its quirks, but Salesforce's slow performance is occasionally frustrating. Given the limitations of our network and the sheer quantity of people using the internet, I suppose it is to be expected.

Reasons for switching to Salesforce Sales Cloud

We didn't have a centralized system to manage our many sales processes across departments and locations until we implemented Salesforce. Thanks to Salesforce, we've been able to expand and tailor the platform to the specific requirements of each of our divisions. We are always working to improve the system.

Raisa

Financial Services, 201-500 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

AMAZING!

Overall it is a great software and I am quite happy with it

PROS

I appreciate Salesforce Sales Cloud for its robust customer relationship management (CRM) features, customizable dashboards, and seamless integration with various business tools. It helps organizations streamline sales processes and improve overall efficiency.

CONS

There was really nothing that I did not like

Reason for choosing Salesforce Sales Cloud

I liked salesforce sales cloud better than the others

Richard

Computer Software, 51-200 employees

Used monthly for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

1

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2023

Enterprise sales management solution

PROS

Depth of functionality for different roles, robust automations, lead management insights save a lot of time

CONS

The organization is under pressure to cut on software licensing costs, an enterprise solution like Salesforce might be on the chopping block before long!

Reason for choosing Salesforce Sales Cloud

Better core functionality and out of the box integrations. Also tech team familiarity

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Natalia

Verified reviewer

Information Technology and Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2023

Helps as a company create good commercial strategies

It allows you to have real-time reports on each specific client without being expensive. In my organization, I required a system capable of grouping and sectioning each client to know their interests and offer them the best.

PROS

I like it because it allows the monitoring of each client individually, so that when creating strategies this solution works as an organizer, manager and organizer for better business processes, I like it because it is not complicated to manage so in financial areas and marketing is positioned as a profitable and sustainable alternative for companies

CONS

I have no problems regarding the work procedures in which the employment has been reliable and safe.

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Lizandro

Verified reviewer

Program Development, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

Great for sales and management

It is great! Overall the main tools I used daily were awesome and always found new ways to play with them and use them to my job better. Just some minor glitches.

PROS

The main features like the pipeline management and division. All the data of your lead on the main page without having to go in to your lead. The ability to have tabs within the tabs for an easier experience having multiple leads open.

CONS

That the task you set up for reminders or calls was not working 40% of the time. 10% of the time the leads did not go off your pipeline after calling them or when you remove them.

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Suraj

Verified reviewer

Information Technology and Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2023

A Game - Changer for Sales Team

PROS

There are many factors of salesforce that makes life easy: 1. As it is a cloud based platform, it can be accessed from any part of the world with the help of internet connection. 2. Scalability and customization capabilities of modules. 3. Easy and Intuitive UI.

CONS

Several points of Salesforce that haunts us are: 1. It is bit higher on cost when compared to other CRM's in market, which means it is relatively expensive for small businesses and startups. 2. Salesforce has large ecosystem of third party apps, integrating certain apps or legacy systems require additional efforts and resources. 3. There are some issues with customer support response time as it is not quick and experience is lacking.

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Ric

Verified reviewer

Financial Services, 5,001-10,000 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2023

The Universal Sale

Would not be able to do my job effectively without it

PROS

Salesforce not only can house your entire client base, but also gives you the necessary data on how your sales efforts to suit clients needs have gone, as well as having a proper chain of getting clients to different departments

CONS

It can take a while to load, but realistically it does have so much data to house that’s to be expected

Kara

Hospitality, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2021

Near Flawless Software

I love this product and what it offers to your sales team and your venue for tracking (current and future) business. I love the salesforce team I worked with to set this product up; from start to finish, they were by my side (and my teams side) to ensure it rolled out as seamless as possible. I love how inclusive the product is of the sales, services and inventory process; everything lives in the database. Moreover, because it is cloud based, you can utilize the software from an ipad while conducting a site visit or working from home and you dont have to worry about backing up the data. Gone are the days of paper files because you can store literally everything (past, present and future) for a particular group/ client/ program within their account. Outside of a few spin off components that need updating, I absolutely love this product!

PROS

I recently transitioned out of venues and over to the vendor side of things. However, while in venues (90% of my career) I participated in the implementation of salesforces' product delphi.fdc (latest version) in my last two positions (Director of Events at a country club 2016-2018 and Sales Manager at a Boutique Hotel 2018-2020). While at the Country Club, I completed extensive research reviewing SalesForce against several other standard industry event softwares. SalesForce is the most streamlined and inclusive option available. As a vendor, there are numerous tools that would not apply to my current position however if I was still working in venues, I would be pushing for the delphi.fdc as the best option to prepare teams for their current workload and any curve balls the future may throw their way.

CONS

However, there are some spin off components to the software that may still need some work such as meeting matrix. The set up process is lengthy and requires a lot of back log work to ensure old data that is moved over is clean and new habits are in place for your team to ensure the new system remains clean.

Reason for choosing Salesforce Sales Cloud

Salesforce is a superior product when compared to most softwares.

Reasons for switching to Salesforce Sales Cloud

Initial motivation was software was moving online only. After additional research into other products, the need for the software to do more than Reserve was capable of doing was immensely important in order to streamline internal processes and procedures.

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Sarah

Verified reviewer

Marketing and Advertising, 2-10 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed July 2020

Salesforce - Marketing & Lead Gen

We are using Salesforce to streamline new business leads and nurture leads into actual sales. We are able to analyze, vet, engage, and track the progress of the new leads we receive from our Facebook lead gen ads. Salesforce integrates directly into Facebook's Business Manager and automatically imports new leads in real-time. We are also able to see the cost per lead acquired and other rich insights from our Facebook and Instagram ad campaigns that get directly populated into our dash.

PROS

Salesforce is one of the most powerful and sophisticated CRMs available. The onboarding process and demos with the reps were exceptionally helpful. The reps really took time to understand our CRM needs, our workflow process, and how we can best utilize/adopt Salesforce into our new business department to grow revenue and track progress. The tool is completely customizable and has very advanced marketing integrations within the cloud. The ability to track leads and history (who followed up and when) and add notes and assign leads to specific people makes the entire workflow so much more efficient. It's worth the price tag if you take advantages of the features.

CONS

We wish the marketing cloud add on wasn't so expensive. There are many tools available that offer the same features such as Sprout Social and Hubspot. However, the price was a little steep for the $6,000. I also wish pricing was a bit more transparent. The discounts and contract lengths have been very inconsistent in our experience.

Reason for choosing Salesforce Sales Cloud

Great reviews and exceptional customer service/reps.

Reasons for switching to Salesforce Sales Cloud

Much more advanced features for large scale lead gen needs.

Evita

Non-Profit Organization Management, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2019

Salesforce: A user-friendly CRM System

The non-profit organization that I work for, Interfaith Caregivers has been using Salesforce for a year. I'm so glad that we decided on this system because I have used it previously in other places of work. One of the reasons why we went with Salesforce was to manage a marketing/fundraiser campaign that we have every year. We were able to store our donor and board members and create a campaign just for them to use as a communication tool and to begin the fundraiser campaign for our annual gala. It was also very easy and much needed to track donor and fundraiser payments for the gala. We are able to store multiple templates which consist of donor thank you letters in the template field. This is a very helpful feature!

PROS

The non-profit organization that I work for, Interfaith Caregivers has been using Salesforce for a year. I'm so glad that we decided on this system because I have used it previously in other places of work. One of the reasons why we went with Salesforce was to manage a marketing/fundraiser campaign that we have every year. We were able to store our donor and board members and create a campaign just for them to use as a communication tool and to begin the fundraiser campaign for our annual gala. It was also very easy and much needed to track donor and fundraiser payments for the gala. We are able to store multiple templates which consist of donor thank you letters in the template field. This is a very helpful feature!

CONS

It is hard for me to dislike Salesforce. I appreciate the fact that we were able to get the nonprofit discount. Also we were able to use the 10 free licenses since we have 10 employees! I would say the only thing is that I look forward to seeing how Salesforce will continue to grow and evolve and offer other packages to improve the CRM experience. Currently I have not ran into any problems.

Reasons for switching to Salesforce Sales Cloud

We were using a very old version of Careworks. Perhaps I believe a 2009 version and had minimum help with the administrator or a representative if anything went wrong with Careworks. Plus the Careworks version that we had was NOT user-friendly. If you were in a record to edit it, you had to after editing save each individual page. There were also many custom fields that were not needed for our organization and tracking the data that we needed. It was time to leave the stone age and get modern technology.

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Doug

Verified reviewer

Computer Software, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

It does it all

SF is the tool to have. It's already an amazing platform but continues to grow. SF continually invests in new products that enhance the features already available and continually rolls out updates with 3 major releases per year. Like any technology, it's consistently improving but they are already a leader and mainstay in this space.

PROS

Most people believe SF to be a CRM and while that is true, it's much more than that. It's a platform that leverages the technology of the CRM and is so easily customized that it can manage your entire business. This is the next generation of technology for every business need.

CONS

While the capabilities are nearly endless, not everything is offered out of the box. SF offers a lot of different products and has an extensive community of 3rd party app providers that allow for additional functionality that can be installed. Some of these products are free while others are paid beyond the initial licensing purchase through SF.

Reason for choosing Salesforce Sales Cloud

The features that SF offers and the ease of customization make it the leader.

Scott

Information Technology and Services, 11-50 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed December 2019

Saleforce is invaluable, if configured and used correctly

It is an essential tool for medium to enterprise businesses, but it has to be designed well from the beginning. Implemented properly, the executive team, operations, sales leadership, inside sales, direct sales, marketing, and more will benefit.

PROS

HIGHLY customizable. All data fields can be pulled into reporting/dashboards. To implement properly, you have to reverse-engineer what metrics are important to your business. Once you have a comprehensive understanding of the reporting that you want to see then you can build fields, pick-lists, radio buttons, etc so you capture all relevant data. The beauty is that you are not at all limited to the out-of-the-box configuration (which is good, but generic). In the past I have built in lead sources and ROI, appointment setting quality grading, commission reporting, stack ranking, and many other highly customized reports. Start with the end in mind and then find a good implementation partner who can execute on your plan.

CONS

Cost and support at the lower levels. Unless you have (pay for) their premium support, their customer service is not quick to act.

Reason for choosing Salesforce Sales Cloud

It is far and away the leader. The insight provided is critical to effectively managing a business.

Reasons for switching to Salesforce Sales Cloud

We had not purchased software assurance, and to buy a new box and upgrade, versus moving to the Cloud with all of the associated benefits, was a no-brainer.

David

Medical Practice, 2-10 employees

Used less than 12 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed February 2020

Disappointing solution offering poor value for money and disappointing customer experience

Unfortunately our experience has felt like a bait and switch. The support was amazing and reassuring during the sales process. Once the contract was signed this changed to radio silence. This was especially true once we expressed that the solution did not meet our needs. We found an alternative solution offering substantially better value for money and better functionality and never implemented the salesforce solution. They will not allow us to get out of our contract and this will end up being a >$30,000 mistake. They are completely unresponsive and, as a small business, there’s nothing we can do. They do not seem to care about us or our business. As a small business we are looking for a true partner that has empathy for our needs. Salesforce seem to care only for their own interests. Partnership and support has been lacking. Fortunately our new provider is highly customer focused and committed to our success. Although Salesforce could have been an option for us in the future, their shortsighted approach and poor customer service means they’ve lost us for good. All we can do is warn people to be very careful before signing a contract - you will not get out no matter what so be sure it’s what you want/need.

PROS

Highly modular and customizable allowing potentially large breadth of application (in theory).

CONS

Clunky and not a particularly modern or pleasing interface to use. Very much uses a “sales funnel” approach which is not particularly helpful/relevant when coupled with the health cloud functionality for managing patients which is what we had hoped to use it for. Although we rapidly realized the solution would not meet our needs and we never even went live with implementing the solution, we are tethered to a 3 year commitment they will not allow us out of.

Reason for choosing Salesforce Sales Cloud

They put a LOT of emphasis on sales. It should really be no surprise, it’s even in their name! There are lots of people readily available to move you through the sales process. “Everything is possible” with Salesforce at this point in time and we were convinced by what we were told. Unfortunately it all changes once the contract is signed and you start to work your way through the reality.

Reasons for switching to Salesforce Sales Cloud

We thought salesforce would be a versatile, nimble and efficient solution for us. Unfortunately it has proven to be none of the above.

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Andrew

Verified reviewer

Public Relations and Communications, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE