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!

User Profile

Avinash

Verified reviewer

E-Learning, 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 March 2024

Easy to use for development

Overall good experience, i really like it

PROS

The deployment part as compare to any other platform dealing with large AL models

CONS

Nothing but some pricing factors occurs

Jessica

Information Technology and Services, 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:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed March 2024

Excellent product, steep learning curve

Reflecting on my overall experience with Salesforce Sales Cloud, it's a platform that offers a potent combination of versatility, power, and depth, capable of transforming sales processes and boosting team performance. Despite its complexities and the initial investment required to get the most out of it, the benefits it delivers in terms of customer relationship management, sales automation, and actionable insights are undeniable. It's a comprehensive solution that supports businesses in not just meeting but exceeding their sales targets. For companies ready to make the leap, Salesforce Sales Cloud is a tool that scales with your growth, providing a solid foundation for managing customer interactions and driving sales success.

PROS

What truly sets Salesforce Sales Cloud apart for me is its unparalleled customizability and integration capabilities. The platform's flexibility allows businesses to tailor it to their specific needs, ensuring that it can evolve alongside the company. With its vast ecosystem of applications available through the Salesforce AppExchange, the ability to integrate with other tools and systems is virtually limitless. This ecosystem empowers businesses to create a fully integrated sales process, enhancing efficiency and productivity. The platform's robust analytics and reporting tools have also been a game-changer, providing deep insights into sales metrics and customer data, which in turn drive informed decision-making and strategy refinement.

CONS

On the flip side, Salesforce Sales Cloud's steep learning curve and complexity can be its Achilles' heel, particularly for smaller teams or businesses without a dedicated Salesforce administrator. The very features that make it so powerful—its vast customizability and extensive functionalities—can also make it daunting for new users to navigate and master. Additionally, the cost can be prohibitive for smaller businesses, with pricing that can quickly escalate as additional features and customizations are added. It requires a significant investment, not just in terms of money, but also time and resources to truly leverage its full potential.

Carl

Security and Investigations, 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:

3

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed April 2024

Good first experience

PROS

My first experience with online CRM. Seemed to work decently for most purposes

CONS

Salesforce specialties seem to be diversifying so attention to detail drops off

Ethan

Renewables & Environment, 11-50 employees

Used daily for less than 12 months

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 February 2024

Great Product for Data Driven Users

PROS

Great organization of everything you could think of. Accounts, Contacts, Leads, Opportunities, Projects, Services you name it. Your whole company can operate out of salesforce.

CONS

Implementation and set up can behard if you do not know your processes very well.

Reason for choosing Salesforce Sales Cloud

All companys first make a Salesforce integration before any other CRM

Reasons for switching to Salesforce Sales Cloud

Limitations in both of those CRMs. Insightly was cross object reporting and RJR was setting up custom fields for an industry that organization is not familiar with.

carlo

Electrical/Electronic Manufacturing, 1,001-5,000 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

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

4

Reviewed March 2024

Everything under control

I've been using this tool for about 8 years and I'm very happy with it, I get updates about every six months but it would be necessary to update the part of the graphs and dashboard which has remained almost unchanged over time.

PROS

Having a single tool where you have everything available

CONS

it is always necessary to have a specialist within the company to carry out the appropriate customizations. Graphics too poor

Anonymous

1,001-5,000 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

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2024

Matured CRM tool with OOTB features

PROS

Entire sales process is captured in the solution and genrate reports accordingly. This is helps us to find where we need to improve as a company.

CONS

Response time is high while configuring reports.

Anonymous

201-500 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

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2024

Salesforce CRM review by and Admin Associate fron Ed-Tech sector

Good and smooth, better than all the other CRM used till now but costly compared to others

PROS

The interface is user friendly , has multiple window options for different functions, easy to use and good customer support All in one CRM and can be used to integrate with other calling apps

CONS

Servers can be down sometimes, also costly as compared to other CRM software

Anonymous

501-1,000 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

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2024

Best in the segment

PROS

Automations, pipeline management and ease of integration and reporting

CONS

UI and UX could be less cluttered and more modern

Anonymous

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

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2024

Cloud will carry the data weight

involves no extensive technical knowledge, and because Salesforce is so popular, finding the developer or admin who will make the necessary changes is simple.

PROS

Salesforce-based tools can be created more quickly by utilizing pre-built parts and an existing solution as the foundation for new development.

CONS

APEX coding can be difficult. It suggests that even if you have an internally IT team, you will still require the assistance of Salesforce developers.

Anonymous

10,000+ 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

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed March 2024

Great CRM tool for big companies

PROS

I like the fact that the tool is extremely powerful and comprehensive of several functionalities that can support the sales team and the marketing team reaching their goals

CONS

The tool can be considered fairly complex to configure and to use at its maximum. Also customisation of features is not so intuitive and can result difficult to achieve.

William

Professional Training & Coaching, 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 2019

Great CRM Tool

Once we started using Salesforce, we have increased our repeat business from our existing clients and our conversion rate from the leads and referrals we receive has skyrocketed. We are able to tailor our offerings to the prospects specific needs and their response has been overwhelmingly positive. We often get comments about how they feel like we understand them better than our competitors.

PROS

Salesforce is probably the most functional CRM tool on the market, and one of the easiest to set up and use. It worked right out of the box, and we have continued to expand the features we use. One of the best things are all the plugins available, which allow you to customize the environment to fit your business' specific requirements. Our revenues have doubled consistently year-to-year and our customer satisfaction ratings have improved dramatically since we began using Salesforce. My team has threatened to revolt if we ever consider moving to a different platform.

CONS

The licensing structure favors larger organizations, but the fees we pay are still reasonable for the value we get from the product.

Reason for choosing Salesforce Sales Cloud

N/A

Reasons for switching to Salesforce Sales Cloud

Cost, and the reviews we read about Salesforce.

Arlene

Security and Investigations, 11-50 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

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed November 2019

Industry Standard

I have tried other tools, including Hubspot to use as a CRM and nothing compares to the functionality and reporting you receive from SFDC.

PROS

It is a great tool to track and analyze all sales and marketing data. It has plenty of customization and integrations available.

CONS

SFDC has a mind of its own, you need to know what you are doing if you are an administrator, however that doesn't mean you can't learn. Currently, not all functionality is available in Lightnighting (we use lightning and I keep being sent back to classic to fix some stuff).

Reason for choosing Salesforce Sales Cloud

I have used SFDC for years now, and have yet to encounter a product that is as useful, organized, and effective as Salesforce.com is.

Reasons for switching to Salesforce Sales Cloud

Hubspot was okay at best, but didn't track nor show data as effectively nor efficiently as we needed.

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.

User Profile

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.

Anonymous

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:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed December 2020

May the SalesFORCE be with you!

Salesforce is a game-changer for our organization. We've reported out on items that previously we hadn't in years. There's very little manual effort now as we have so many triggers setup for automation.

PROS

Without Salesforce our organization simply would not be able to function as quickly as we do now. We have so many automation processes and workflows setup that has saved us a lot of time. We use this platform across 15 departments in our organization, and it continues to grow. Everyone who sees the benefits of this great CRM... asks for User licenses... it's that good. We love the Contact Management, Lead-> Opportunity tracking and most importantly the Reports and Dashboards!

CONS

Salesforce can be pricey especially as it grows within an organization, so that would be the one setup. However, they do offer a Non-Profit Starter pack that I'd recommend small non-profit organizations to look into.

Reason for choosing Salesforce Sales Cloud

Salesforce seemed to be the Enterprise leader and due to the open-API features, it was a no brainer to move forward.

Reasons for switching to Salesforce Sales Cloud

Salesforce was true cloud based and has dominated the market. We felt it's time for us to join the cloud movement.

Frank

Hospitality, 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

4

FUNCTIONALITY

4

Reviewed March 2021

Salesforce the sure CRM

Overall, I'd strongly recommend this app because it has a very good system for coordinating corporate operation, it's very easy to use, the navigation could be improved, and the load time is fast.

PROS

Salesforce is an excellent tool that is very useful and budget-friendly, and it already has a lot of features to run regular tasks, arrange help tickets, and set reminders for important to-dos, whether they are urgent or not. It's also useful for integrating with other software for easier management, such as calendar apps. It includes sorting, categorizing, and marking filters, as well as a search tool.

CONS

The only thing I found was that getting to where you want to go in this CRM took a lot of clicks. To open a specific ticket, for example, you'd have to first open a demo page before being able to open the ticket with the actual material. Although the site mapping was improved internally to and the amount of time it took to navigate from one page to the next. So far, it is the only disadvantage.

Reasons for switching to Salesforce Sales Cloud

Salesforce was a cloud-based CRM system, and it has since dominated the industry. It occurred to me that it was past time for me to join the cloud revolution.

User Profile

utkarsh

Verified reviewer

Computer Software, 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

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed September 2021

One shot solution for Business to maintain Sales and Leads

Experience with salesforce is amazing as it is a place where you get to implement all the out of box functionalities and provide a great solution to the business. The automation tool have made most of the task very easy and in a organized way. Lightning Components are developed which can display and capture the data from the user which is great . Most of the things can be done using standard functionalities and if not then we can use apex classes to implement business logic and using that there is no limits in salesforce you can do whatever implementation you can think of .

PROS

Salesforce service cloud a complete package of solution to the business or industry which has there product and sales , Leads , Campaigns etc are included . There are out of the box functionality which helps the business with multiple automation tools etc. There are standard object such as Campaigns , Trade Shows , Leads, Pricebook etc which can directly be used to store the data . There are tools of salesforce such as workflowes , process builder , flows which are used to automate things such as record update or sending a email to the client automatically. We can build lightning components which can be used as a User Interface by the client to add the details and interested area. Leads can be generated through multiple campaigns where a client login and shows interest in some products . Those leads are assigned to a queue or a particular team using Lead assignment rules so that they can work on it and convert the Lead . Salesforce is a cloud based technology so it is available with you wherever you go . The data will be stored in Salesforce itself and there is no chance to lose data of clients . Overall its a great package provided by Salesforce to large business to make things easy for them.

CONS

The lightning experience is really slow as compared to Classic . it usually takes time to reload the website as it is totally cloud based technology . They cn much better work on the user interface to make it real quick as loading the Lightning Components and web components takes time to load . The mobile experience on Tabs is not that great and can be improved.

Reason for choosing Salesforce Sales Cloud

Because specific to sales this tool provides a complete package . And increasing use of salesforce new features are daily getting added . Overall it is much advanced than any other tool.

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

Jamie

Computer Software, 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 October 2022

A Business Essential for Success

PROS

Salesforce Sales Cloud product is an essential part of our day-to-day operations. Not only is it incredibly intuitive, but it also has so many options for customization to our business. I find that if I think of it, I can build it with Sales Cloud. There is always support if we run into any technical issues and training materials to aid in our implementation and learning processes. Overall, it's a great value for the money, especially when one considers that you can pay per license and pay significantly less than other products.

CONS

Sometimes, we could get so impressed with what Sales Cloud could accomplish that we would get carried away and over build what could have been a simple solution. It's important to understand your business thoroughly and get familiar with the tools so as not to overbuild.

Reason for choosing Salesforce Sales Cloud

The cost, reputation, and customization options made us trust Salesforce Sales Cloud most.

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.

Dena

Staffing and Recruiting, 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

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed October 2017

Salesforce is a CRM platform that is an essential tool for my company, team, and bottom line.

We were able to streamline our internal process which has made our operations more efficient! We are able to easily set up new users and training is easier to relate but helps with consistency and best practices.

PROS

Salesforce is not only appealing to the eye but the page is full of images that gives you that feeling of productivity! Salesforce chose a great color in business.. BLUE, which indicates Salesforce to be a dependable, confident application. The role in which I work is that of an Asst. Office Manager and HR Representative and I love that Salesforce offers many facets that I utilize daily. Timeclock Online and Chatter are my most favored features (at the present time). Timeclock Online is user friendly and I am able to collect data on a dime! Chatter is a direct messenger but also time stamps and leaves a record that all can access and pick up where someone or a process was left. I could go on and on but I must mention the Free tutorials and the Community which keeps you abreast to the latest and greatest news. When I am having a challenging moment (brain fart) I can always rely on Salesforce support to assist and get the job done!

CONS

What I don't like about Salesforce is that it offers so much and I don't know it all (no fault of Salesforce). There are time we're I can get overwhelmed with different aspects of the application. More so a personal issue and not a Salesforce issue is that I am not the certified Salesforce user. When I first started utilizing Salesforce, it was a challenge to distinguish the purpose of the different consoles and their efficiency. Lastly, (at the present time) I regret that there is not an option, or one that I am aware of that would allow you to color code your tasks to help distinguish different tasks that are commonly performed daily. This of course is a personal preference.

User Profile

Marlyn

Verified reviewer

Computer Software, 1,001-5,000 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

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed June 2022

Build relationships with your customers and increase sales

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.

Reasons for switching to Salesforce Sales Cloud

salesforce sales cloud has more tools

Shane

Accounting, 10,000+ employees

Used monthly for less than 6 months

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

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2023

"Boosting Sales and Efficiency with Salesforce Sales Cloud: A Comprehensive Review"

Salesforce Sales Cloud is a popular customer relationship management (CRM) software that helps businesses manage their sales processes, streamline their operations, and improve their customer relationships. Overall, the experience with Salesforce Sales Cloud can be positive, with many users reporting increased productivity, better customer insights, and higher sales revenue.One of the key benefits of Salesforce Sales Cloud is its user-friendly interface, which makes it easy for sales reps and managers to access and manage customer data, track sales activities, and collaborate with team members. The software also provides valuable insights into customer behavior, allowing businesses to target their marketing efforts and personalize their interactions with customers.Salesforce Sales Cloud also offers extensive customization options, allowing businesses to tailor the software to their unique needs and workflows. The software can be integrated with other business tools, such as marketing automation software and customer support software, further enhancing its functionality.While there are some downsides to using Salesforce Sales Cloud, such as its price and the complexity of learning the software, the benefits generally outweigh the drawbacks. Overall, Salesforce Sales Cloud is a comprehensive CRM solution that can help businesses improve their sales processes, boost their efficiency, and drive growth.

PROS

Salesforce Sales Cloud is a popular customer relationship management (CRM) software used by businesses worldwide. Here are some of the most liked things about Salesforce Sales Cloud:User-friendly interface: The software has a clean and intuitive interface that makes it easy for users to navigate and find what they need quickly.Customizable dashboards: Salesforce Sales Cloud allows users to create customized dashboards that display the information they need, making it easy to monitor their sales performance and identify areas for improvement.Automated workflows: The software automates many routine tasks, such as lead routing and follow-up emails, freeing up sales reps' time to focus on more high-value activities.Mobile app: Salesforce Sales Cloud has a mobile app that enables users to access their CRM data from anywhere, at any time, and stay connected with their team.Third-party integrations: Salesforce Sales Cloud integrates seamlessly with many other business tools, such as marketing automation software, email clients, and social media platforms.Customer support: Salesforce offers excellent customer support and provides extensive documentation, tutorials, and training resources to help users get the most out of the software.Overall, Salesforce Sales Cloud is a comprehensive and user-friendly CRM solution that can help businesses streamline their sales processes, boost their efficiency, and drive growth.

CONS

While Salesforce Sales Cloud is a widely used and highly rated CRM software, there are some aspects that users may find frustrating or dislike. Here are some of the most commonly reported complaints:Steep learning curve: The software can be complex and challenging to learn, particularly for users who are new to CRM or have limited technical expertise.Price: Salesforce Sales Cloud can be expensive, particularly for small businesses or startups. Some users also feel that they are paying for features they don't need or use.Customization limitations: While the software is highly customizable, some users feel that there are still limitations to what they can do. Customizations may require a developer or technical expertise, which can add to the cost.Cluttered interface: Some users find the interface to be cluttered, with too many options and menus that can make it challenging to find what they need quickly.Technical issues: Like any software, Salesforce Sales Cloud can experience technical issues or downtime, which can be frustrating for users who rely on it for their business operations.Overall, while these issues may be a concern for some users, they are not necessarily deal-breakers, and many businesses continue to use Salesforce Sales Cloud as their primary CRM software.

User Profile

Brus

Verified reviewer

Real Estate, 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:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed August 2023

Salesforce sales cloud – Automate sales process

With salesforce we can track customer buying behaviors and set up alerts for new target opportunities based on specific parameters. With customizble home pages, reports, and dashboards, implement new initiatives and track performance.

PROS

Using Salesforce Sales Cloud has been very productive and effective for our organization. The platform customization options allow us to adapt it to our needs. It has many tools being a suite that has several services, its wide range of solutions offers third-party solutions to fill that gap. What makes it even more powerful is its wide compatibility; It seems like every other software out there has or is developing an integration with Salesforce. I have used other Salesforce services and over this time I have noticed how the platform has improved internal collaboration between our teams and has elevated the customer experience with more personalized solutions.

CONS

As for the reporting features, they are promising, but plagued with a few glitches. I have noticed errors, particularly when trying to drag and drop fields into reports. Creating reports is more cumbersome than what I've found with platforms like Microsoft dynamics. The tool requires a certain level of proficency, especially if you are trying to create reports that include complex variables, such as accounts and specific types of engagements.

Reasons for switching to Salesforce Sales Cloud

salesforce has better integration

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