All Salesforce Sales Cloud Reviews

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Angel

51 - 200 employees

Used unspecified

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 2024

Is effective and enhances everyday work life!

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Tejal

Verified reviewer

Computer Software, 51-200 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

4

FUNCTIONALITY

4

Reviewed January 2024

Salesforce makes it easy

All was satisfactory. Needs bit improvement

PROS

It's just one click on the data saved to you get the activites track flow in one page

CONS

The customer support is bit difficult after the sales

Lute

Apparel & Fashion, 2-10 employees

Used weekly 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:

4

EASE OF USE

5

VALUE FOR MONEY

5

FUNCTIONALITY

4

Reviewed February 2024

One touch data specialist

It is critical for our mail order and online store selling Kraken hockey merch and unique autographed items

PROS

When I open a new account I input major data. Then I can run real time reports as needed in managing an account. My partner is very good at this.

CONS

Used to be free. Has some fees near $500.

Reason for choosing Salesforce Sales Cloud

My partner convinced me to invest $459 in SF

Reasons for switching to Salesforce Sales Cloud

My partner wanted more real time control of our account data

Anonymous

1,001-5,000 employees

Used daily for less than 2 years

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

OVERALL RATING:

3

EASE OF USE

3

FUNCTIONALITY

4

Reviewed February 2024

A known name, but overly complicated and not intuitive.

Rough. Implementation has not been smooth.

PROS

Virtually every function imaginable is present.

CONS

Overly complex. Counterintuitive workflows.

Robert

Real Estate, 2-10 employees

Used daily for less than 12 months

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 November 2023

Great platform but only good if you use it

it was good, as long as its used its worth it.

PROS

Very easy to use and nicely laid out.

CONS

not real estate centred rather all sales.

Reason for choosing Salesforce Sales Cloud

reputation is what made me choose it. We were happy

Reasons for switching to Salesforce Sales Cloud

it was garbage so I changed to a new service and its ok

Danielle

Restaurants, 2-10 employees

Used weekly 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

4

FUNCTIONALITY

5

Reviewed January 2024

Salesforce-the FORCE behind the sale

Love it’s easy and ability to do just about anything you need.

PROS

The ease of navigating through all your tasks in one centralized location.

CONS

It was more on my end that coming from multiple different systems it was an adjustment that I had to get use to.

Reasons for switching to Salesforce Sales Cloud

Company decision to make business easier across the board

Vir

Information Technology and Services, 2-10 employees

Used weekly for less than 12 months

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

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Sale For Review

I like mostly it's dashboard of sale funnel.and report is easy to understand

PROS

Most i like good in lead generation and nurturing the customer easily.

CONS

Customer data is secure and sale force is easy to use

Reason for choosing Salesforce Sales Cloud

Easy to use and our staff understand easily how does it work

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cid

Verified reviewer

Consumer Services, 51-200 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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

CRM for everyone

PROS

I loved the distribution of menus and screen view of tools for sales purposes., everything was accessible and easy to find, very user-friendly, as a sales team lead it was perfect to keep track of sales and opportunities of the sales agents as well as great to track progress and forecasts.

CONS

I would probably have the option to customize it according to the employee role in the company because as a salesman it has too many charts and options that are not beneficial for a salesman but for management, as well as some of the features visualized on the screen would be necessary for a team lead and not a customer support agent, so having it customize accordingly would be better.

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Jacob

Verified reviewer

Information Technology and Services, 501-1,000 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:

4

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed January 2024

SFDC- The master for Sales

PROS

It was built in cloud where we can use Marketing and sales CRM in same place

CONS

The price is quite high than others in the market

User Profile

Paulo

Verified reviewer

Real Estate, 11-50 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 February 2024

Best tool for daily work

It's been almost 5 years using this app and I must say that I didn't know that you as a user have the possibility to do several things just with one tool. I have no words to describe how helpful this CRM is.

PROS

You have the chance to combine all in one platform with Sales Force. You can save client information, appointments, historical data, etc.

CONS

Maybe it's a little hard to understand all features but at the end it's worth it. It's such a great help to make our Labor days easier.

User Profile

Manoj

Verified reviewer

Computer Software, 51-200 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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2024

Perfect Tool For Sales Activity

PROS

User friendly Interactive UI Easy to use Integration capabilities

CONS

Nothing as such that I can point out for now

Blake

Mining & Metals, 11-50 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

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Industry Leading for a Reason

Once set up and you actually learn how to use it, this is great software and leads the CRM industry for a reason. We have been able to improve prospecting and customer retention by double digit percentages since implementing salesforce.com.

PROS

The integrations are truly outstanding. Simple integrations with almost every piece of software you can imagine. The fact that we can send out emails and see which of the current prospects in our pipeline read it is truly outstanding.

CONS

Steep learning curve! Salesforce is not easy to use immediately, nor set up. It's best to have somebody in your organization be the, "Salesforce Champion."

Reason for choosing Salesforce Sales Cloud

Reputation, support, and ultimately the integrations and what we could do with the aggregated data.

Reasons for switching to Salesforce Sales Cloud

Needed more robust integrations and the next level of product. Our org had outgrown Highrise and it was time to move on.

User Profile

Jared

Verified reviewer

Computer Software, 11-50 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

3

FUNCTIONALITY

5

Reviewed December 2019

This CRM Can Do Anything

I wish I had known about it's capabilities a long time ago because we would've switched to it for onboarding much sooner. I didn't realize you could create custom objects that could tie to an account record and setup virtually as many fields as you needed.

PROS

Our onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability. We can setup whatever fields we need and collect whatever data we need based on various workflows. You can also create automated tasks.

CONS

Salesforce is a bit clunky and slow at times. We had to have training by a Salesforce expert to implement the systems we needed, so I wouldn't say it's very user-friendly (but that's expected when you have such a robust system).

Reason for choosing Salesforce Sales Cloud

We looked at Monday.com for project management, but due to the fields, workflows, automated tasks and overall functionality we were looking for, Salesforce was much more customizable for our needs.

Reasons for switching to Salesforce Sales Cloud

We looked at Trello for project management for awhile, but it didn't have the reporting and automated tasks we needed. Wasn't very customizable.

Anonymous

11-50 employees

Used daily for less than 6 months

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

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed March 2020

Salesforce Marketing Cloud (Social Studio) is outdated and unfortunately a rip-off

We have been trialling the system for 4 months now and find more and more bugs. For a system that has been on offer by Salesforce for more than 10 years, this is just pathetic. We are still wrapping our head around the fact that the marketing cloud is just a very mediocre and super expensive product. With training available only if you scream for it. We ask again and again for an increase in entitlement usages, it has been months and as a multinational company have more than one workspace, for instance for our podcast, and we simply can't connect them as it is 4 entitlements across the whole system. This is not what was sold to us, and to be quite frank many free social publishing services have allowances up to 20 connected accounts.

PROS

I like that it integrates well with the overall Salesforce CRM

CONS

We are a SME and are implementing Salesforce through all aspects of core business, it is a big investment in the future of our business. We would have thought that if an issue arrives that Salesforce as the global leaders in CRM would have the mechanisms to be looked after instead of pretending to not hear us (we spend a lot of time with calls, emails, and follow up calls and emails). The account managers are great people but lack the capacity to escalate things swiftly with management for a response, and it seems aren’t properly trained in the offering of Marketing Cloud. It feels as though our case gets lost in a big company with a disconnected hierarchy similar to governmental departments in the ’80’s.

Reason for choosing Salesforce Sales Cloud

We loved the idea to have all apps under one software umbrella and missed the fact that it is a very expensive app ($750/mth) with little functionality 4 social media connectors.

Reasons for switching to Salesforce Sales Cloud

Lack of customer service, functionality, software bugs, too expensive.

Evan

Non-Profit Organization Management, 11-50 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

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2021

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

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.

Reason for choosing Salesforce Sales Cloud

We desired the best. We understood NPSP was in its infancy stages, but were confident that this was the best choice for our own projections of donor base growth 5 years down the road- and we were right.

Reasons for switching to Salesforce Sales Cloud

eTapestry was not easy to grow with. Moreover; it didn’t provided the diversity of integrations we needed to expand our impact. Salesforce is the best in its field. I believe it has room to mature with Nonprofits. When they invest in that sector- they will be unrivaled.

Kunle

Computer Software, 1 employee

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

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

2

FUNCTIONALITY

5

Reviewed February 2021

Top CRM if you know how to customize or can hire someone to

I used the platform as an employer, employee and now as a consultant. The platform is amazing as a place to store your data and make it actionable. Salesforce is constantly investing in improvements so if something is lacking, you will usually see a new feature that fills the gap in one of its release updates. And if there isn't something, Salesforce gives you enough access to the backend that you can build it/have someone build it for you.

PROS

The ability to customize around any data solutions that your company needs is a huge benefit of the platform. And its popularity means there are integrations with most sales and marketing tools.

CONS

The setup and implementation require a Salesforce administrator. You can navigate some things on your own but without hiring someone or finding a consulting partner to customize your applications, you won't get much value.

Reason for choosing Salesforce Sales Cloud

Salesforce has its core focus on CRM management and is definitely a leader in the space. There are definitely tools that might be more user-friendly but less powerful/scalable.

User Profile

Emily

Verified reviewer

Human Resources, 201-500 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

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed September 2021

Forever a Love Hate Relationship as an SFDC Admin

If you are a brand new Salesforce customer, regardless of your company size, MAKE SURE YOU RESEARCH AND HIRE A SOLID AND TRUSTWORTHY TEAM TO SETUP YOUR INSTANCE out-of-the-box and that THEY DOCUMENT DOCUMENT DOCUMENT everything they've done within SFDC. Also, PICK YOUR ADMINS, POWER-USERS, AND DEVELOPERS CAREFULLY AND MINDFULLY! Do NOT let inexperienced/basic users have admin rights. SFDC is SOOOOOOOO easy to mess all the way up if you're not careful and will end up costing your company way more money and time to fix and typically, as I have seen personally too many times, [SENSITIVE CONTENT]'s will just blame the tool itself and fire their SFDC resources assuming it's their fault the platform doesn't meet needs and even just cancel the contract. Then they're left scrambling to meet even basic business needs while putting their large goals in an unattainable/unachievable position. Never trust a [SENSITIVE CONTENT] to know anything about or be reliable sources for what is done in and with SFDC.

PROS

I LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities. I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.

CONS

I'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.

Reason for choosing Salesforce Sales Cloud

Salesforce leads the CRM industry, of course, so it's usually a companies first choice when acquiring a CRM. It integrates with almost everything, has a nebulous laundry list of functionalities and customizations, there's super valuable free resources available from AppExchange to Trailhead and more, and so on.

Zanna

Health, Wellness and Fitness, 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

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2022

Game changer when dealing with larger businesses

Very good, staff were very easy to speak to and actually they really helped me find other software or even referred me to another company for something else that I needed. Staff were perfect and very knowledgeable and attentive

PROS

Integrating, once we set up our system and what we were going to use it for, this did a world of good keeping us organised. We were only a business of 4 when we started and knew fairly early on relationships with local businesses were key to us staying open, after an incredibly helpful and informative call with sales force it made things so easy to set up. I didn’t know how much CRM in a software at the time would help but after taking the chance and settling into it with the team it because a great tool to use, especially after we hired staff that were more knowledgeable about the software themselves. Managing our business accounts with sales force is the best thing we did.

CONS

It’s expensive and getting started we worried about whether we would be able to afford it long term but it pays for itself.

Reasons for switching to Salesforce Sales Cloud

Acuity just didn’t have or even extend its capabilities to what we needed to do when it came to managing business relationships and the services we then went on to offer

Anonymous

11-50 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:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed May 2022

Salesforce: 800 pound CRM Gorilla

With the popularity and pervasiveness of Salesforce, it probably deserves a spot on most people’s shortlists. Its longevity and interoperability with many other line-of-business systems make Salesforce a solid candidate. However, I can think of many instances where an organization would be better served by a niche product such as DealCloud or HubSpot.

PROS

Salesforce is undoubtedly the 800-pound gorilla in the CRM realm. Investments into an ecosystem that is ubiquitous and ever expanding are usually calculated good bets. Salesforce itself offers many vertical and horizontal integrations, and there is no shortage of 3rd party products and service providers. Salesforce Trailhead, its online academy, offers extensive self-paced tutorials and courses at a very competitive price: FREE. So getting ramped up on Salesforce is relatively accessible.

CONS

Out of the box, Salesforce is more of a framework than a complete solution. Some level of configuration is necessary for all but the simplest implementations. While a well-planned implementation may fit like gloves, a mediocre one will hinder usability and user adoption. On top of its above-average licensing costs, the total of ownership tends to be the higher end.

Reason for choosing Salesforce Sales Cloud

Longevity, industry support, hirable talents.

Reasons for switching to Salesforce Sales Cloud

To better align with our client base.

Sam

Mechanical or Industrial Engineering, 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

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed September 2022

The best CRM in the world but comes at a price

Even though it's super expensive and you often need bolt-ons (paid or not) to do things that you think should be standard functionality, the fact it's so customisable and easy to use makes those additional headaches and annoyances go away.

PROS

Sales Cloud is immensely customisable. Out of the box it has solid features but the ease at which someone can learn how to customise the system, all the way to building custom objects and flows is incredibly valuable. It's super easy to use as well

CONS

It has some really daft issues, like sorting line items in a Quote needs a free appexchange program and even that's unreliable (with some users seeing different ordering). It also has very limited Quote template customisation, so you're pretty much forced to pay for a plugin like Conga Composer. It's very expensive and although there's lots of bolt-ons, it's all at increased cost.

Reasons for switching to Salesforce Sales Cloud

Prospect was coming to end of life and the SaaS equivalent was not good enough

User Profile

Amanda

Verified reviewer

Hospital & Health Care, 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

For sales it is an excellent CRM tool

I've found it to be quite useful for prospecting, and I imagine that eventually every salesperson will be seeking for a platform as user- and maintenance-friendly as this one. The biggest issue that salesforce has helped me with is keeping track of and documenting all of the potential clients that are interested in purchasing our goods.

PROS

I enjoy how Salesforce Sales cloud shows me the status of every deal in progress. Potentially lucrative transactions can be monitored and sorted by me. I can enter work and then generate unique reports.

CONS

It ended up costing our company a lot of money. that was the main cause for alarm. However, it had excellent functionality. Data entry can be a burden at times.

Reasons for switching to Salesforce Sales Cloud

Having everyone on my cross-functional team working together in one area with clear visibility into how things were going was a huge benefit. A centralized hub for all sales-related tasks, where relevant data is properly visualized.

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.

Lee

Telecommunications, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed March 2019

Fine for enterprise but if you're a small company then stay away

Pretty poor, as mentioned their customer service is the main reason we are leaving as they just flat out ignore your emails or cases you open until you tweet them. I get that this is more for large companies, but don't offer it to 8 users then if you're going to just ignore them and not support them. Thankfully our contract is done in 3 months and we are switching to Dynamics 365 as they do bill in CAD as we are done with paying a different amount every 6 months depending on the exchange rate.

PROS

We have used Salesforce for years and when it used Classic we mostly liked how fast it was to use the system, create custom modules, add records etc. It helps us track our open opportunities, wins, funnel by rep and all your standard CRM functions you can get anywhere.

CONS

When they switched to Lightning the performance took a nose dive and is crazy slow. Our main issue though is that we only have 8 users, which to Salesforce is of course small and therefore you get zero support. When we signed up we asked to pay in CAD but were told that's only for larger companies and that we have to pay in USD. They said credit card is fine, so for the first 2 years we paid with credit card no problem, and even got $300 in points every 6 months due to the high amount of the service as we have Enterprise edition. When we got our last invoice 4 months ago, I went to pay it and was unable to. I called in and was told Salesforce doesn't accept credit cards anymore, and to "simply" mail them a cheque. I said fine, but what is the total in CAD since I can't write a cheque in USD as we are in Canada. They said sorry that's not possible it has to be USD. So now any time I need to pay our bill I have to go to the bank, wait in line, do a bank draft, and pay a $30 bank fee to send them their wire transfer. When contacting their billing team or sales, no one ever replies even when I open a case. I literally have had to tweet them my case number every single time before they respond. We have had 5 different account managers in 3 years as they seem to have high turn over. When you email them they ignore you, but if you email them again and say you're looking at upgrading your plan or buying another user, they reply immediately of course.

Ron

Construction, 11-50 employees

Used daily for less than 12 months

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

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2020

Everything you would ever need including a large monthly bill

Overall my experience has been great. It's expensive, complex, powerful and huge. It will do anything you need. I've become a big fan.

PROS

Salesforce is extremely customizable. I have been able to make it do pretty much everything I need. It has allowed me to shape and mold it to perfectly fit our sales processes and workflow. I love this software. The customer support has been outstanding as well. There is always somebody that can field my questions. I like the web-hosting. I like the layout of the UI. My sales people of been ab le to quickly adopt it.

CONS

This software is expensive. Unless you buy the Enterprise license (the most expensive), you're going to get nickel-and-dimed. Just found out I'm going to need to pay $25 extra for each user per month just so I can use the API which will let me automate my integration with Quickbooks. The Salesforce Inbox app looks amazing, but that's going to cost me extra as well. Want more custom workflows? You'll need to pay extra. Want click-to-call functionality? Get out your wallet. Also, because of the complexity of learning the system and building out a custom installation for my business, it has almost become a fulltime job for me. I don't know how any business could adopt Salesforce without a technical admin with lots of spare time. I absolutely hate the "cutesy" visual branding. The artistic decorations in the UI make it feel like I'm using some scrap-booking software. I feel like the look-and-feel was designed for a pre-teen girl. Children dressed up in animal costumes, cartoon animals, floating animated hearts... really?? What were they thinking. It is the opposite of professional. When my sales team first saw the branding they immediately assumed this was some children's software. It made a lousy first impression. The features are amazing, but dressing them with flowers and ice-cream detracts.

Reason for choosing Salesforce Sales Cloud

The expansive feature-set in Salesforce dwarfs all others. I have not found any other product than can compete against the features of Salesforce.

Reasons for switching to Salesforce Sales Cloud

Needed a solution with a better CRM and I needed a seamless integration with Quickbooks

Daihrii

Verified reviewer

Graphic Design, 1 employee

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

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2021

The No.1 CRM tool for your successful business

Salesforce is appropriate for bigger associations that have a huge outreach group, or enormous client confronting unit. In the event that you require a lot of client touchpoints, your association can profit from the intricacies of programming like Salesforce. It deals with the multifaceted subtleties of clients to construct enduring connections and close arrangements. You can undoubtedly see the entirety of the action with customers if your group is working effectively contributing the information. It is less suitable for new businesses or solopreneurs since it tends to be tedious to deal with the entirety of the information input needed to give you great yield and make the instrument helpful and significant. Having a group and dealing with the information together is the thing that will have the effect of this apparatus helping or upsetting your prosperity. Support Rating: 8 A significant chunk of time must pass to get into contact with help if genuinely required and I frequently end up attempting to sort it out all alone rather than with online assets. On the off chance that they would knock up the degree of recordings and FAQs online to be more thorough, easy to use, or give nearby preparation whenever mentioned, it would be more valuable for my association.

PROS

> Salesforce is so easy to use. The plan is so natural, next to no preparation is required before you're off running and receiving esteem in return. It's anything but an advanced Rolodex with all the data you should be fruitful. > The thorough detailing capacities make it simple to oversee groups and see where improvement can be carried out. Effectively perceive how every delegate is getting along creating drives, following up, and meeting objectives contrasted with the past. > Customization permits you to perceive what's essential to you, not what Salesforce believes is significant. Effectively oversee objectives, track progress, and oversee specialty units to see how your association is performing.

CONS

> With more prominent adaptability to alter, Salesforce can get overpowering. Setting aside the effort to set it up to really meet your particular necessities can get baffling, yet whenever it's done you'll be happy you invested the energy.

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