No more typing reviews! Try our Samantha, our new voice AI agent.
it_user334860 - PeerSpot reviewer
Independent Contractor at a tech services company with 51-200 employees
Consultant
Nov 10, 2015
It has allowed the Sales Directors to have better visibility about pipelines, but sale items for complex-solution sales needs improvement.
Pros and Cons
  • "Considering the alternatives that I know, it is the best solution."
  • "Sale items for complex-solution sales."

What is most valuable?

  • Sales reports
  • Graphics

How has it helped my organization?

It has allowed the Sales Directors to have better visibility about pipelines and working deals.

What needs improvement?

Sale items for complex-solution sales.

For how long have I used the solution?

We've used it for a year and a half.

Buyer's Guide
Salesforce Sales Cloud
May 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: May 2026.
900,747 professionals have used our research since 2012.

What was my experience with deployment of the solution?

No issues encountered.

What do I think about the stability of the solution?

No issues encountered.

What do I think about the scalability of the solution?

No issues encountered.

How are customer service and support?

We haven't needed to use support as we have a specialised partner.

Which solution did I use previously and why did I switch?

We used an alternative solution but it didn't meet our expectations on user interface and data consolidation. We switched, as Sales Cloud exceeded our expectations in these areas.

How was the initial setup?

It was very straightforward. The only problems with the initial setup was created by us in our discussions about our internal sales process.

What about the implementation team?

We used an internal team with help of an hired partner specialized in the platform.

What was our ROI?

We haven't calculated the ROI because our main objective was to provide an effective solution that our sales team can use without issues.

What other advice do I have?

I would recommend this product for beginners and advanced sales teams. Considering the alternatives that I know, it is the best solution.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
it_user334860 - PeerSpot reviewer
it_user334860Independent Contractor at a tech services company with 51-200 employees
Consultant

We were trying to integrate it with SAP ERP. But the integration project was freezed, not because of salesforce or any tech concern.

About the Complex Solution Sales, our process involved a lot of items, with different configurations and options. Our opportunity value was based on items prices and a few other prices. In this situation, the description of opportunity became very hard for our sales team. They need to track these items and prices in an excel sheet that did not integrated well with salesforce.

See all 2 comments
it_user320526 - PeerSpot reviewer
IT Director at a retailer with 51-200 employees
Vendor
Sep 30, 2015
We have automated many of the manual sales processes. I'm waiting for the improvements to the UI which are coming.
Pros and Cons
  • "We have been able to automate a large portion of the manual processes for our sales activities."
  • "The technical support is the one area that Salesforce needs the most improvement. They are slow to respond, and in many cases you don’t get the help you need."

What is most valuable?

The core features as well as the ability to extend them using ‘click-vs-code’ configurations to drive workflow activities.

How has it helped my organization?

We have been able to automate a large portion of the manual processes for our sales activities.

What needs improvement?

We know that User Interface improvements are coming, as well as improvements to reporting and dashboards.

For how long have I used the solution?

I have been using Salesforce for four years.

What was my experience with deployment of the solution?

It is possible to use or configure the system in a way that can ‘slow it down’, but deployment, stability and scalability are some of the best features of Salesforce.

How are customer service and technical support?

The technical support is the one area that Salesforce needs the most improvement. They are slow to respond, and in many cases you don’t get the help you need. There are different levels of support based on the license agreement, so make sure you know what you are getting, but don’t expect fast results except for the most basic questions.

Which solution did I use previously and why did I switch?

A different solution was used several years ago and was called Goldmine.

How was the initial setup?

The initial setup is very straightforward, and consists of many of the same considerations for any move to a CRM solution. However, the ability to configure Salesforce Sales Cloud is much faster.

What about the implementation team?

We did use a partner for the implementation, but have not used them since. I would highly recommend that you have someone on the team who is close to a salesforce solution/technical architect. They don’t need to be certified, but they should have a track record for successful project management and understand the salesforce technology stack.

What's my experience with pricing, setup cost, and licensing?

Negotiate during the end of the Salesforce year. You will get the best pricing. Review the licensing options to align it to your needs. And ask for help from people you know who are like your company and using Salesforce.

Which other solutions did I evaluate?

We did evaluate other CRM solutions as well such as Microsoft CRM.

What other advice do I have?

Follow good practices for comparing it, don’t over customize the standard functionality, make sure you understand how you would use it based on your sales processes and which ones you should/could change.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
May 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: May 2026.
900,747 professionals have used our research since 2012.
PeerSpot user
Technical Lead, Data and Business Intelligence at a tech vendor with 501-1,000 employees
MSP
Sep 29, 2015
Our sales team can manage and track their workloads and pipelines easier, although there are minute details to deal with during implementation.
Pros and Cons
  • "Cloud computing is the future."

    What is most valuable?

    All the features of this product are valuable to me.

    How has it helped my organization?

    It helps our sales organization manage their workload, manage their sales pipeline, and our execs can track performance and perform all relevant sales functions.

    What needs improvement?

    I cannot think of anything right now.

    For how long have I used the solution?

    I've used it for four to five years.

    What was my experience with deployment of the solution?

    As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.

    What do I think about the stability of the solution?

    As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.

    What do I think about the scalability of the solution?

    As it is a cloud computing managed technology, all these headaches are taken care of by Salesforce itself.

    How are customer service and technical support?

    Customer Service:

    5/10.

    Technical Support:

    5/10.

    Which solution did I use previously and why did I switch?

    No previous solution was used.

    How was the initial setup?

    It was straightforward.

    What about the implementation team?

    We did it in-house, but I would suggest enterprise companies to use a vendor team, as there are a lot of minute details with Salesforce. Experienced vendors will help you harness the real power of Salesforce using industry practices and previous experience.

    What's my experience with pricing, setup cost, and licensing?

    I am a technical person and do not look at those details.

    What other advice do I have?

    Cloud computing is the future. Many companies are jumping on the Salesforce bandwagon as it integrates and works well seamlessly with other cutting edge technologies.

    Disclosure: My company has a business relationship with this vendor other than being a customer. We're a Global Strategic partner.
    PeerSpot user
    PeerSpot user
    Independent Consultant at a tech consulting company with 51-200 employees
    Consultant
    Top 20
    Apr 27, 2015
    The free customer service isn’t so useful, but that is mitigated by the huge number of consultants, YouTube videos, and KB articles.
    Pros and Cons
    • "In terms of the return on that investment, a non profit that uses the system well should be able to raise more money with the data and time savings provided."
    • "Reporting is still not as strong as it should be."

    What is most valuable?

    • Open API
    • Big ecosystem of applications, knowledge, and training
    • Flexibility

    How has it helped my organization?

    I’ve worked with about 30 nonprofit organizations implementing Salesforce. I’ve seen it answer questions that are key to an organization’s strategy, e.g. Does our program work? Which people does it work best for? Where is the revenue coming from? How many people are we serving today/this week/this month/this year?

    In addition, it saves hours a day for staff members who track donations, volunteers, etc.

    What needs improvement?

    Reporting is still not as strong as it should be.

    For how long have I used the solution?

    I've used the Enterprise Edition for three years/

    What was my experience with deployment of the solution?

    Salesforce is complicated, and there are plenty of things that can go wrong. With small to medium non-profits, the biggest issue is typically that staff don’t have time to spend using the new system, or that leaders aren’t asking questions of the system. When the system doesn’t get used, it definitely doesn’t work.

    What do I think about the stability of the solution?

    No issues encountered.

    What do I think about the scalability of the solution?

    No issues encountered.

    How are customer service and technical support?

    Customer Service:

    It really depends. The free customer service isn’t so useful, but that is mitigated by the huge number of consultants, YouTube videos, and KB articles. These resources are just a different level of magnitude than for any other similar product. If you pay for tech support and additional customer service, I believe that the experience is better, but I don’t have direct experience with that.

    Technical Support:

    The free tech support is really only useful for pretty basic stuff. They get the job done, but it isn’t any fun. It would be nice if they would consent to fix things via email instead of phone calls.

    Which solution did I use previously and why did I switch?

    I’ve switched organizations from various home-grown solutions, eTapestry, Donor Perfect, Gift Works, and piles of spreadsheets. All those options have their advantages, but none are as flexible as Salesforce.

    How was the initial setup?

    I did set it up for an organization where I worked, and it was complex but now I’m very comfortable doing it, however, your average non profit staffer is not.

    What about the implementation team?

    I've been the vendor, except when I set it up for the organization where I worked.

    What was our ROI?

    The price point for non profits is very low, as the first 10 users are free and subsequent users are about $30 per user per month. There’s also the investment either in significant staff training or in a consultant, but for something as simple as a donor database, you’re probably looking at a one time cost of about $3000-$5000. Ongoing costs depend on the time and tech skills you have on staff. Organizations with one person who is interested and able to spend some time on it can need as little as 10 hours from a consultant per year, but those who need more assistance might need more like 48+ hours per year. Prices for consultants vary widely, as does quality. In terms of the return on that investment, a non profit that uses the system well should be able to raise more money with the data and time savings provided. Some organizations do this by better identifying and following up with donors, and some are able to demonstrate their effectiveness and better compete for grants.

    What's my experience with pricing, setup cost, and licensing?

    It depends entirely on how complex the use of the system is. A system that does day-to-day program management, volunteer management, donor management, and outcomes tracking can cost upwards of $40K. A basic donor database can be as little as $3000-$5000.

    Which other solutions did I evaluate?

    For different organizations, I’ve evaluated Sugar CRM, eTapestry, Gift Works, Donor Perfect, Wild Apricot and Neon. These products all have their advantages, but only Sugar CRM has the open API and flexibility of Salesforce. Unfortunately, Sugar’s ecosystem is tiny compared to Salesforce’s. It is much harder to find qualified consultant, online resources are paltry in comparison, and I’ve been told by web developers that Sugar is horrible to interface with.

    What other advice do I have?

    Hire someone to help, even if you just hire them to spend a few hours pointing you in the right direction. Make sure you’re ready to use the product, Salesforce provides pretty good resources for evaluating this. However, the big thing you need are leaders who are asking the important questions and who will give staff time to devote to setting up and using the product. Without those two things, it doesn't matter who you hire or how much money you spend, you won’t be successful.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    it_user128490 - PeerSpot reviewer
    it_user128490IT Leader at a tech services company with 1,001-5,000 employees
    Top 20Consultant

    Anna - Thanks for putting your thoughts in comprehensive manner. I would agree with most of your comments except that Suger CRM is hard to interface with. I have consulted and implemented Suger CRM for one of SME (small & medium size enterprise) and found it to be very user intuitive, quick to deploy, easy to interface. As you mentioned, Salesforce is very popular and have thousands of consultant where as we don't have that many consultants in Suger CRM. Note - I have extensive experience in Salesforce & Siebel however I have consulted on Suger CRM for 1 client.

    PeerSpot user
    Senior Consultant with 51-200 employees
    Real User
    Aug 10, 2014
    Could add more options to customize the user interface but has sped up development and delivery within the organization.
    Pros and Cons
    • "The ability to customize many things, from the UI to the business logic, and the fact that the solution uses a cloud platform were valuable features for our organization."
    • "The areas for improvement are adding more options to customize the UI, and the business logic."

    Valuable Features

    The ability to customize many things, from the UI to the business logic, and the fact that the solution uses a cloud platform were valuable features for our organization.

    Improvements to My Organization

    It has sped up development and delivery within the organization.

    Room for Improvement

    The areas for improvement are adding more options to customize the UI, and the business logic.

    Use of Solution

    I have been using the solution for 3 years.

    Deployment Issues

    No issues with deployment.

    Stability Issues

    No issues with stability.

    Scalability Issues

    No issues with scalability.

    Customer Service and Technical Support

    Customer Service:

    The customer service was good.

    Technical Support:

    The technical support was good.

    Initial Setup

    Initial setup was straightforward. It is just a matter of receiving the initial user credentials, change its password and create the other users after logging in. This is the initial setup prior to developing any customizations.

    Implementation Team

    We implemented through an in-house team.

    Pricing, Setup Cost and Licensing

    Setup cost: $280 per month per user, $600 per month per developer + 20% of the total yearly cost (users x individual cost) per sandbox - pre-paid annually.

    Other Solutions Considered

    Before choosing we looked at Microsoft Dynamics.

    Other Advice

    If seeking help, make sure that the people who will work on your project are certified (don't merely ask if they are certified, ask for a list of their certification numbers prior to agreeing with their statement of work). There are companies that assign junior people to your projects and bill them as senior consultants.
    Expect to pay $200+/hour for HIGH quality consultants - if less than that, you may not getting high quality and may end up paying more in the end for the rework or the costs associated with a inadequate implementation.
    Start with smaller, short term projects and add functionality and users gradually.
    If you're in a large company (has divisions/regions), before attempting companywide adoption, choose a smaller group of users and make sure they are so pleased that they become champions of the product.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    PeerSpot user
    Consultant with 51-200 employees
    Vendor
    May 5, 2014
    Highly customisable CRM system - ever expanding feature set can be daunting
    Pros and Cons
    • "The workflow capability makes it possible to automate labour intensive tasks such as sending standard emails at pre-defined points within business processes."
    • "Some areas of functionality from early versions of Salesforce are getting a little dated and in need of overhaul."

    Valuable Features

    Ability to add custom objects (tables) into the database means Salesforce can be tailored to any business. The workflow capability makes it possible to automate labour intensive tasks such as sending standard emails at pre-defined points within business processes.

    Improvements to My Organization

    Automation of routine emails, centralisation of data, standardisation of company processes, on demand access to reports and dashboards, 360 degree view of customer records and history.

    Room for Improvement

    Some areas of functionality from early versions of Salesforce getting a little dated and in need of overhaul. Examples include activity management.

    Use of Solution

    4 years

    Deployment Issues

    Installing Salesforce for Outlook needs careful preparation and confirmation of users' version of Windows and Outlook.

    Stability Issues

    Salesforce is very stable. I have not experienced any major outages since using the system.

    Scalability Issues

    No

    Customer Service and Technical Support

    Customer Service:

    Salesforce customer service is efficient.

    Technical Support:

    Salesforce technical support is efficient.

    Initial Setup

    As a Salesforce implementation consultant, I have seen Salesforce setup in many organisations. Whilst it is easy to configure Salesforce, it is not always done in the most appropriate way. For example, creating custom fields when it would be better to create a custom object related to a master object, A specific example would adding fields to an Account to record customer satisfaction on a monthly basis. Better to create a custom object rather than adding a new set of fields each month.

    Other Advice

    Think about the Reports you want to run before you begin configuring Salesforce. Otherwise you may find you configure the system in a way that is incompatible with the Reports and Dashboards you need

    Disclosure: My company has a business relationship with this vendor other than being a customer. My company is registered Salesforce partner
    PeerSpot user
    PeerSpot user
    Sales with 501-1,000 employees
    Real User
    Feb 19, 2014
    Very satisified with this solution but alarms for overdue tasks needs improvement
    Pros and Cons
    • "Salesforce helps me very well organizing my daily tasks and shows me an overview of what I have reached every day or offers me reports which can be easily created and saved for my personal way of working."
    • "They should think about introducing some sort of fire system (colours: green - yellow - red) to set alarms of overdue tasks."

    What is most valuable?

    I really like the Sales and Marketing related tabs as there is Leads, Accounts, Opportunities, Reports and the very practical and self-explaining use of Salesforce. The Software offers a nice overview and doesn't let you forget about any planned or scheduled tasks with reminder functions as well.

    How has it helped my organization?

    Salesforce helps me very well organizing my daily tasks and shows me an overview what I have reached every day or offers me reports which can be easily created and saved for my personal way of working.

    What needs improvement?

    They should think about introducing some sort of fire system (colours: green - yellow - red) to set alarms of overdue tasks.

    For how long have I used the solution?

    Since May 2013, every day

    What was my experience with deployment of the solution?

    None

    What do I think about the stability of the solution?

    One day in the morning it broke, but the support team quickly helped me get back to speed with it.

    What do I think about the scalability of the solution?

    None

    How are customer service and technical support?

    Customer Service:

    I'd give it an A - perfectly satisfied

    Technical Support:

    I'd give it an A

    Which solution did I use previously and why did I switch?

    Oracle Siebel, Update seven and others - all of them not very practical, no real overview or easy way of handling. It took much longer to become acquainted with these systems.

    How was the initial setup?

    Absolutely straightforward - no difficulties there as far as I learned from our IT team

    Which other solutions did I evaluate?

    I was lucky not to need to evaluate other solutions, as my company chose this product.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    it_user90675 - PeerSpot reviewer
    it_user90675Sales with 501-1,000 employees
    Real User

    Good morning Alin,
    Unfortunately we still don't know the reason for this break-down! But I got support the very same day.

    BR,
    Stefanie

    See all 3 comments
    PatrickCiPaaS - PeerSpot reviewer
    Senior Technical Product Marketing Manager at SnapLogic
    Real User
    Top 20Leaderboard
    Jan 23, 2014
    SFDC makes it easy to provide sales enablement content to the field

    As a Technical Marketing Engineer, I use Salesforce.com (SFDC) to provide marketing approved solution briefs, links to videos, and presentations to our sales engineers in the field. They can access the materials from anywhere and I can manage version control.

    Pros:

    SFDC is a great tool as an up-to-date content repository and tracking tool

    It's easy to find materials and preview for relevance before downloading

    The system provides pretty snappy responses time uploading and downloading materials

    Cons:

    The ramp up time takes awhile to get everyone using it instead of just handing off materials as an attachment

    Making registration for users easy is important otherwise the slow-to-change folks might never log on

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    it_user8568 - PeerSpot reviewer
    CTO with 51-200 employees
    Vendor
    Aug 12, 2013
    5 Rules for Getting the Most Out of SalesForce

    In business the fittest survive. And if you want to go beyond surviving to thriving, you have to get the most out of your processes and systems. Given the ubiquity of Salesforce, how do you make sure you’re getting more out of it than your competition? Here are 5 rules for driving outstanding results from Salesforce.

    1. Assure Data Reliability

      Assuring data reliability is easier said than done. Here are the nuts and bolts behind this rule.

      • Data consistency is king. Therefore, you need to design with as many drop-down fields as possible rather than leaving it open ended. Each of these fields becomes your standard Saleforce lingo. Otherwise you end up with a jumble of data that you can’t consolidate. For example, if you have an open text field titled “Product Type”, some reps will enter “Enterprise License”; others may say Enterprise, misspell it or abbreviate it.
      • Requirements rule. If you want a piece of data on every record, require it. When you set up a requirement in Salesforce, your call center associates cannot save a record unless they complete those fields.
      • The right rights. Not everyone needs to be able to do everything in Salesforce. And you can make sure they only do what’s appropriate by looking at profiles and roles assigned to each user. Only allow them “write” access to data that’s critical to their job function and “read only” rights to other data.
      • Garbage data? Don’t load it. Scrub and de-dupe your data before any mass data loading.

    2. Design for a Positive ROI

      Of course you want a fantastic return on investment (ROI) and are designing your Salesforce implementation with that in mind. But what are the steps for getting there?

      • Design your business process with as much workflow automation as possible, assuring maximum efficiencies.
      • Measure your historical sales or service data, and evaluate your return against the same business processes prior to implementing Salesforce. This gives you information on what you might need to tweak, and also lets you know what’s working.
      • Take advantage of the power the Force.com platform offers you through customizations, and by integrating Salesforce with existing third-party databases within your organization.
      • Design dashboards and reports that enable you to assess your sales pipeline and provide a 360 degree view of your business.

    3. Make Sure Users…Use It

      It goes without saying that if your users avoid using Salesforce, your investment won’t pay off. You can’t just say “it’s here”, and expect everyone to clamber on board the Salesforce train. There are four best practices to facilitate user adoption.

      • Training, training, training—no one likes to use a system that’s foreign to them. They want software that makes their lives easier. Overcome this hurdle with step-by-step training.
      • What’s in it for me? Just as you have to sell the benefits of your products and services to your prospects, you have to sell the tools you expect associates to use by letting them know how it’s going to make their work lives better. Don’t talk in broad generalities – employees want to know exactly how their work day will be better than it was before.
      • Money motivates – develop monetary or gift incentives for associates who use the platform in way that’s consistent with your vision.
      • Listen, learn and enhance—users may find areas for improvement. If you listen to them and enhance and update the systems as necessary, you’ll improve productivity and buy-in.

    4. Design Dashboards for Decision Making

      When it comes to Salesforce, the devil’s in the details. Salesforce give you basic visibility to your business, but its true power comes from enabling you to dig deep and uncover new, unexpected insights. It may be a tedious process, but take the time to get into the nitty-gritty and define all the metrics that can heighten your decision-making powers.

      Create custom fields in every object for each metric you want visualize in dashboards and use in reports. For example, if you use a sales-touch cycle, be sure to have a drop down field that includes the touch-cycles process so you can run reports from that field.


    5. Plan for the Future…Beyond CRM

      Salesforce has come a long way from its customer-relationship-management (CRM) only days by providing the open APEX code for third party APP developers. Now, the sky is the limit with the FORCE.com platform.

      Because of this, Salesforce has divided functionalities into separate clouds--Sales, Service and Marketing. With APEX code and Visual Force pages you can customize Salesforce and create custom applications with the help of a developer. If you can dream, it can be done. And if you plan it right, it will be done.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    PeerSpot user
    Consultant at a tech services company with 10,001+ employees
    Real User
    Aug 6, 2013
    Can Salesforce replace your corporate intranet?

    In the company I work for, QuestBack, we always strive to implement and adapt new enhancements and functionality that is released in Salesforce. Whenever we can streamline and move business processes to this platform, it increases our Salesforce.com ROI in addition to providing all employees with fewer separate systems and places to log in. A while ago, I was asked by the management team if Salesforce could replace our current intranet solutions.

    This post is based on a talk I gave at Salesforce’s Social Enterprise event in Oslo in April 2012. See the slides from this presentation here.

    Chatter – great for collaboration, but…

    Over the last years, Salesforce have launched lots of interesting functionality when it comes to building up a social enterprise, including Chatter that enables collaboration and communication directly within the CRM platform. Being aware of this, the management team challenged me to explore whether this could be used as a replacement for our corporate intranet. While a lot can be solved with out-of-the-box functionality in Salesforce (Chatter, CRM Content for Document management, Chatter profiles for employee directory etc) , we discovered a number of shortcomings when using it for a more traditional intranet:

    • Lack of news and article functionality - While Chatter is all about posting status updates, questions and attachments, we needed a place to post more traditional, longer texts, e.g. management news and updates that could contain pictures, links and other elements within the same article.
    • No front page – Chatter is all about feeds and push notifications. We have the need to have an intranet front page, where editors can sort and select top news and articles and where we can have links to important functionality (both within Salesforce and external systems) in addition to be able to show important metrics (e.g. dashboard components for total sales etc.)
    • Lack of placeholders for static content – Our company have a wide variety of static content, e.g. routines for bug handling, travel expense guidelines, HR policies etc. We needed functionality to store this (not as documents and attachments), but rather static HTML pages (“Articles”) in a tree structure based on departments (e.g. Sales, Admin, F&A etc.)
    • Missing blog functionality – Related to the above, we want to empower employees and departments to produce more extensive content than Chatter updates allow.

    In addition to this, we miss something that could tie all the great elements together, e.g. one point to click to get a total overview of employees, news, feeds, documents etc.

    CRM + Intranet= Like?

    We often see that intranets are a system detached from all other business systems in the company, a simple placeholder for static information and some corporate news.  But does it have to be like that? More than 80% of of our employees are already working within Salesforce everyday, with sales, customer support, billing or marketing. Why not blend these tasks with the more traditional intranet information? By linking information from Salesforce, like information on closed deals, marketing campaigns and Q&A’s from support with news on the intranet and cross-team Chatter collaboration, you truly unleash the power of the two information sources. In addition to this, you may see that merging these will be mutual beneficial for adoption of the two systems.  

    Closing the gaps

    Before starting, I did a lot of research on the web to see if people have been doing similar things within Salesforce. As far as I could see, not much have been done in this intersection between Salesforce and more traditional intranets. Some good discussions on Linkedin and the other great Salesforce communities provided us with good ideas on how to progress, and we connected with Fluido Ltd. to discuss the technical requirements and what it would take to meet our requirements.

    We are currently in the progress of developing and rolling out our new corporate Salesforce-based intranet. We want to blend the out-of-the-box functionality with our company specific needs and we need to develop solutions that closes the gaps discovered in the above paragraph. The fundamental idea will be to develop one intranet homepage that displays all relevant information and links for the employees. Supporting this, we have developed Chatter-enabled objects for news, articles and blogs.

    Key features of the front page will be:

    • “News for all” section with news available for all employees, e.g. Management updates or other corporate news.
    • “News for you” that is news based on your role in the organization (as defined on the user profile). This ensures that employees only see relevant information, e.g. sales news for sales reps or Norwegian news for all employees in our Oslo office.
    • Chatter feeds will be visible on the front to make the front appear more dynamic and updated, in addition to providing the user with the latest news from any object he/she subscribes to.
    • The right menus populated with real-time updated Salesforce data. In our example, we extract information about Global Sales current quarter, recently closed deals and top Sales reps current quarter.
    • At the bottom of the front page, we have external feeds from our media monitoring service, twitter feeds in addition to a corporate calendar (Salesforce object).
    • In addition to all this, we will take the standard Chatter functionality into extensive use: Chatter profiles will be used as the corporate employee directory, Chatter groups will be used for collaboration for teams and groups and Salesforce CRM Content will be used for all documents, including any customer facing material that will be tagged with extensive meta data to ease sales reps job of finding relevant and updated documents.

    Moving forward

    This is a work in progress project, and we are currently working with the great guys at Fluido Ltd. to develop the Visualforce pages and structures needed to put this in place. In addition to this, we are working to extract information from the old intranets and place them in the new information structure (with Chatter groups, news, blogs and static articles). The next point on the agenda will also be to create a Chatter/Collaboration roll-out strategy, which I will save for my next blog post to discuss.

    Disclosure: My company does not have a business relationship with this vendor other than being a customer.
    PeerSpot user
    Buyer's Guide
    Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
    Updated: May 2026
    Buyer's Guide
    Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.