Salesforce Sales Cloud Reviews

We primarily use the solution for managing our organization's leads and our customer accounts.

Salesforce has made it so much easier to expedite the process of getting the information about our leads and clients. It's really sped everything up in a major way.

The solution is very user-friendly. Anyone can jump on and start working.

The product is very fast and responsive. There's no lag time when you are on the platform.

The initial setup is very easy.

The problem is the solution has gotten so big, it's very complex now. It's a bit difficult to figure out how to do certain actions.

The solution probably has between 300-500 features already. I can't think of one they are lacking.

The solution is quite expensive.

I've been using the solution since 2012. It's been a long time. I'd say it's just under a decade at this point.

The product is largely stable and dependable. Every once in awhile, you may get a bug or glitch. However, it's rare, and it rarely affects our work.

The solution is very scalable. It scales quite well, as a cloud solution.

We only have five people on the platform currently. It's not too many. We have one administrator and two or three sales people that are on it regularly.

We are not very satisfied with technical support. You have to go through these gateways, and sometimes the support will respond, and sometimes they don't respond at all. It's all depending on if you're a paid subscriber to the support or not. If you are not, then they won't respond. It's lacking. If we bought the service, they should want to help us, and yet the way it's set up, that's not the case at all.

Overall, I'd rate the technical support at a six out of ten.

I used to NetSuite, however, it was a very long time ago at this point. It's almost been ten years.

The initial setup isn't complex at all. It's very straightforward. It's basically an out-of-the-box product. You don't have to play around with configurations.

The solution isn't cheap. It's very costly for an organization like ours. It's also expensive to integrate the solution with other products.

We're a Salesforce customer. We don't have a business relationship with the company.

We're using the enterprise version of the solution.

It's a good product. It's perfect for people who really want to grow their company. If they have resources to really spend on organizing their leads and clients then Salesforce is a pretty good option. That said, it is not for everybody.

On a scale from one to ten, I'd rate this solution at a six. If it was more competitively priced and was a little less complex, I'd rate it higher. It's just too big for us.

We primarily use this solution for CRM, process automation, and our operational database.

It has allowed us to bring together functions previously spread across many other packages.

The most valuable features are custom objects, custom workflows, triggering, and integration with other SaaS solutions.

The cost of this solution could be improved. It is pricey, although worth it now that they have bumped up default storage amounts.

We have been using Salesforce Sales Cloud for eight years.

• Email marketing
• Full sales cycle
• CRM to record everything.

You must have a process and record everything to automate and keep track.

Learning how to generate specialized reports. The more metrics and understanding of functionality, the better.

If you don't have sysadmin rights, you can be hamstrung doing many things manually and one at a time.

• Business development
• Account management
• Sales governance
• Lead management
• Forecasting
• Onboarding new reps 

• Predictive sales data
• Account/territory governance
• Lead management
• Marketing/sales synergy 

It has custom fields and custom reports which can align to our business objectives and marketing focus. 

• Auto clean for duplicate leads, accounts, and contacts needs improving. 
• When importing from other apps, it gets messy. 

• The Sales Cloud platform
• The Service Cloud platform

It has touched every spectrum of our organization regardless of the roles the various department plays. Every department contributes to the revenue numbers through the use of this tool.

Improving reports/dashboards is needed. It is quite good, but taking it up a notch would be beneficial for the whole team.

I have used it since 2009, so six years.

There have been no issues with the deployment.

There have been no issues with the stability.

It has scaled well and every department in our organization uses it.

Start small, then leverage it to the whole team in phases. You will achieve greater success when doing it in small steps, which will also ensure that this product gets used most efficiently.

A six out of 10.

A six out of 10.

No other solutions were previously used.

The initial setup was quite straightforward.

We used a vendor team for implementation.

Get your requirements properly analyzed before walking it through with the deployment team.

The ability to easily change layouts, create customized fields and customized reports makes my job so much easier. Adding company hierarchy makes it easy for our sales people to identify subsidiaries of existing customers. The Salesforce forums are very responsive when you ask for help.

Adding customized drop-down fields and check boxes limits the amount of admin time that our sales people have to spend to keep their accounts up to date. Using Salesforce for Outlook enables our sales group to easily add emails sent and received to the account which puts all the information in one place. This allows top management to see exactly what is going on with each account without having to go to sales to get updates. Also having the ability to schedule pipeline reports to be emailed keeps the entire management team up to date on any pipeline changes.

I'd like to have the ability to change default values on certain fields such as the “Related To” field on the Task and Event pages.

I've been using it for over eight years.

The only issue we had with deployment was training the sales team on how to use it. After using ACT for so long, it took some of them quite some time to feel comfortable with it.

There have been no issues with the stability.

There have been no issues scaling it.

It has been excellent the few times I've had to use either customer service or technical support. For most issues I come across I use the forums which are excellent!

We previously used ACT. ACT had many limitations but the biggest limitation but the main reason we switched was that ACT had limitations when it came to integrating with our accounting software.

My part was straightforward. The only complex issue was integrating it with our accounting system which was handled by our CIO.

We implemented it ourselves. Prior to cutting over completely, you should definitely have all of your lists (Lead Source, Industry, etc.) in place. You should also have any customized fields in place and your layouts finished.

We have not tracked ROI, however, upgrading to the enterprise edition gives you more options and is definitely worth the additional cost.

You should definitely purchase enough data storage. If you start using above 80% to 85% of your allocated data storage, response times will decrease.

Multiple editions available and all cloud based.

Have recently began working with the new interface called Lightning and feel that its a great improvement to the "classic" version.

1. The entire organisation is now on the same page, with one source of truth.
2. Forced people to become compliant in reporting and updates - if its not in Salesforce it did not happen.
3. No more "versionitis", data, reports all in once central place.

The only time I have ever been upset with Salesforce was when I failed my certification exam. I thought to myself "Why do they make the exam so hard ? Why is the training so expensive ?" Now that I have passed I am grateful that it was a difficult exam. Other than that I support clients all over the world and Salesforce are quite stringent about sticking to regional offices.

Just over eight years

I thought I could manage on my own with the first deployment but needed an expert which we called in.

No

No

Excellent and that's the regular support not premium level. Support staff are always helpful polite and do not close a case until the customer smiles.

Excellent

We were using a combination of Google docs and contacts in Outlook. We switched because it was a mess.

We needed the help of an expert and it had just as much to do with scoping our needs as it had with configuring Salesforce to meet those needs.

We started in-house and moved quickly to a vendor whose expertise level was very good.

Never calculated it but cannot understand how we ever managed without Salesforce.

I have been involved with the deployment of a number of versions starting with contact manager (very reasonable) all the way up to their enterprise version. You get what you pay for and whilst the enterprise version is not cheap, its worth every penny.

Zoho CRM, Goldmine and Act.

Spend as much time as you can scoping your needs and understanding what you want to achieve today, next year and in 2 years time.

I am really happy that Salesforce gives admins and developers access to the latest release in their sandbox (test environment) weeks before the release. This gives you a chance to evaluate and become familiar with the new release features.

The new interface Lightning is an important and extensive makeover that is even slicker and leaner than the existing interface

This is very flexible product. I can tune many of its features for our company. Also, it integrates almost all needed tools for a small company, like ours. I like its powerful dashboard and third-party integration tools. In different tabs, you can track accounts, leads, and opportunities with one click. Also, I love their PRM system for communicating with indirect channels. I worked with Salesforce for one-and-a-half years and I completed many projects with it.

Salesforce is more expensive than other CRM services. It also has fewer features than many others competitors. Each of these reasons is not a big deal, but they forced us to eventually find another solution.

I used it for one and a half years.

There were no deployment issues.

There were no more than a dozen cases of instability a year.

It scaled well for us.

Customer service is nice.

They sometimes have problems with finding the root cause of an issue.

We didn't use a previous solution.

This is an expensive solution.