Salesforce Sales Cloud Reviews

I have expertise in Salesforce Sales Cloud, Revenue Cloud, and a little experience in Experience Cloud as well. I have been using Salesforce Sales Cloud for around three years. The Sales Cloud is generally used for lead management, where we can grab leads, convert them, and track opportunities and accounts. It helps manage our entire business process and track revenue by setting up quotes, orders, and invoices.

Salesforce has helped by providing a comprehensive system to capture opportunities and leads, maintaining everything in one place, and tracking customer data. Additionally, the automation features enhance business operations and revenue growth.

Salesforce provides a lot of tools out of the box like opportunity tracking, automation, and linking between account, contact, and posting. The lead conversion process, approval processes, and automation are particularly valuable.

The developer console might be enhanced. Sometimes, there can be a lot of open files, and improving the learning process of data processing would be beneficial.

I have been using this solution for around three years.

There are no stability issues found yet.

The solution is scalable.

Most of the time, customer service resolves the issues effectively. Sometimes they provide guidance on whether the issue is on their side or ours and suggest solutions.

Positive

As a Salesforce developer for three to four years, I consider it the best CRM to use. It is the first CRM I have worked on.

The initial setup doesn't take much time, it depends on the deployment tool used. For Capado, the setup might take one day or half a week. For others, it may be as quick as one hour.

Generally, we use tools and follow a structured process to deploy. Specific tools might be required as per customer requests.

I am not exactly sure about the numbers, but the licensing for different purposes can be checked online. The cost might vary if you need licenses for specific functionalities like CPQ.

I would recommend Salesforce for an enhanced revenue system, whole automation process, and CRM to lead management.

I'd rate the solution nine out of ten.

We have multiple sales divisions, and each division has its own sales cycle. We have deployed the product for B2B businesses across all five divisions. We monitor the pipeline in multiple stages. We also monitor the conversion of pipelines into actual orders.

Chatter is one of the best features. Opportunity Split and Territory Management are also good features. I appreciate Salesforce's flexibility in the stages. The tool is quite flexible. It adapts to any sales environment. The solution has a major impact on pipeline conversion calculation. We monitor the pipeline stages. Salesforce helps us monitor the progress of sales opportunities.

The reporting features and the dashboard must be improved. We must create joint reports in Salesforce. End users do not appreciate it. I would love it if Salesforce Sales Cloud had a module to manage large enterprise accounts. It will help us monitor large deals involving multiple stakeholders, departments, and functions. It will help us understand how strong we are in our client accounts. The product does not have invoice and tax features.

I have been using the solution for more than four years.

Approximately 150 people in our organization use the product. I rate the tool’s scalability a seven out of ten. The tool is scalable but only in pipeline management. It lacks capabilities related to the execution of actual orders. The scalability must be improved.

Our experience with technical support is always good.

Positive

I rate the ease of setup a seven out of ten. The tool is not complex, but every sales function has a different working style. We must brainstorm to understand how to integrate the tool into our sales environment. The tool is cloud-based. Salesforce has its own cloud. We took three months to deploy the product.

To deploy the product based on the requirement, we map the objects into the sales process, design a technical and functional architecture on the back end, and deploy the tool after configuration and development along with change management. We needed five to ten people to deploy the tool and one or two people to maintain it.

We are using the enterprise version. The AI features do not have much impact on our organization. We tried Einstein, but it did not have much impact. Overall, I rate the solution an eight out of ten.

Salesforce Sales Cloud has lots of features and capabilities since it allows you to create multiple applications related to business processes and create multiple lighting web components. The tool has multiple new technologies to build applications according to business processes.

Salesforce's price worldwide is very high. Salesforce's price in the Indian market is also high. The high price of the product is an area of concern where improvements are required. In India, the tool's customers are not very huge or big businesses with big sales revenues, so Salesforce Sales Cloud should work on the price part and make it a low-cost tool for users.

I have been using Salesforce Sales Cloud for a year. I am an administrator of the product in my company.

It is a very stable solution. You can see in the Gartner Report how Salesforce is capturing the market very quickly at a worldwide level. As per Gartner Report, Salesforce is a leading product in the market.

Scalability-wise, the tool is good. I rate the solution's scalability a nine out of ten.

The number of users of the product totally depends on the user licenses purchased from Salesforce. If you have thousands of users, then you can purchase licenses and provide them with login IDs, after which you can follow the same aforementioned process if you have to deal with 10,000 users. The number of uses of the tool totally depends on the requirements of a business, and I can say that there are no limitations on the number of users who can use the product.

The solution's technical support is poor. Technical support depends on the package a user has taken from Salesforce. The tool has separate technical support packages, such as premium, gold, and some other options. The support one receives depends on the type of support package purchased.

I rate the technical support a seven out of ten.

Neutral

The ease or difficulty experienced in the setup phase totally depends on the implementation partner. If the implementation partner has experience implementing the solution in a similar set of industries, then the setup phase will be very good since they can easily implement the product anywhere in a few days to three or four months.

The solution is deployed on the cloud.

Whether the product's deployment phase was done in-house or with the help of a third party depends on what the clients want since they have their own set of expectations. It is possible for a company's in-house staff or third-party consultants to help with the deployment process, but it is something that depends on the budget and expectations set by the clients.

The price of the product is very high. I rate the product price a ten on a scale of one to ten, where one means low price, and ten means expensive.

Compared to Salesforce Sales Cloud, there are many solutions in the market, including SAP, Oracle, and Microsoft. Lots of solutions are available on the market, but my company sells products to our customers on the basis of their requirements. My company considers which solutions are good as per the users' expectations, which solution provides a certain level of liberty, and which solutions are good from a price perspective. My company also looks into which solutions are good from an implementation perspective and in terms of support. My company evaluates many factors before choosing a solution.

Salesforce Sales Cloud is useful for managing and tracking our company's sales pipeline since my company is a client of the tool, not a partner or a product company. My company uses Salesforce Sales Cloud as a platform for our sales team so that we can check the productivity and leads and deal with multiple other areas.

The tool has impacted our company's lead generation and conversion, but it all depends on the follow-ups from our end. If anyone from my company does a follow-up with a client for selling any product associated with a particular business segment, then such a person has the liberty to leverage the penetration level, which is very high, and it can definitely impact the conversion from lead to opportunity. In general, everything totally depends on the penetration level.

In terms of the sales forecasting abilities of the product, I would say that the tool has AI-based functionalities, especially since the product is associated with Salesforce Einstein AI Solutions. My company can easily create multiple applications according to business cases and assign different applications to different employees on the basis of rules, so we can define the set of permissions using the tool. My company can easily manage the sales team from the application.

Salesforce's mobile app is useful for on-the-go sales management since it offers online or offline capabilities. The tool's mobile app helps one place orders in remote areas and create leads from remote areas, which are some of the benefits of Salesforce Sales Cloud. Salesforce Sales Cloud offers benefits in areas like reporting, so I can say that the tool has a very good reporting structure with good reporting AI, allowing its users to build reports according to our company's data, which is a big thing for us and it serves as a very good benefit.

Integrating Salesforce Sales Cloud with other Salesforce products or third-party tools has enhanced sales processes, and I can say that it is a very easy process.

I recommend the product to those who plan to use it. Some of my company's leading clients who operate at a global level are moving to Salesforce Sales Cloud.

I rate the product a nine out of ten.

The product is a CRM system, and without it, you're pretty much blind because you're relying on it to provide customer information and track the sales flow. I've used it for ten years and haven't used anything else, so I couldn't comment on whether it's better or worse than any other products on the market. However, Salesforce Sales Cloud is almost the de facto standard in the CRM field. Most companies have used or are currently using it to some extent. The solution is a bit like email—it's just one thing you use daily. 

The tool is a feature-rich platform. It is cloud-based means it's accessible to multiple people in the organization simultaneously. It's a collaborative CRM system where updates are visible to everyone. You can use it lightly with basic notes or extensively with lots of information. It supports multimedia, allowing you to upload video and audio clips. Overall, it's a feature-rich platform, and I don't have one specific feature that stands out; it's just very functional and rich.

You can set up personal dashboards with your indicators. Most senior management inside organizations use the solution to create their dashboards. At a glance, you can see how the organization is doing from a sales perspective, whether they're on target, and what the pipeline looks like.

The tool is like an email system. It's like asking how much money Outlook has saved your company. You couldn't function without it. It's not an extravagant purchase where you could opt for something else. Salesforce is pretty much ubiquitous. It's just one of those back-office tools, like an email system, that you have to use. You don't view it as saving a specific amount of money per month. It's more like without it, you couldn't function.

My age-old complaint with Salesforce Sales Cloud is that it has to be refreshed because it's a cloud-based system. If you make any updates, you have to refresh and save because you're fundamentally looking at what's running in the cloud. It can be slow since you constantly refresh and save the screen. If you were running a local application, like a local CRM system, as you input anything, it would be more seamless.

It's like using Excel—you don't have to save every single time you enter new details into a cell because it knows it's a local copy. With a cloud-based system like the tool, changing requires refreshing and saving, which can be tedious.

I have been using the product for ten years. 

Technical support is routed through our internal support team. 

The solution takes quite a while to set up and load all your company information. It's not a straightforward process. Once it's up and running, it's fine. The setup wouldn't be done by individuals but by the IT department and the sales administration team. They would upload all the content. Whether that takes days or weeks, I have no idea. Every company I've worked for established it with all the data uploaded.

I rate the product an eight out of ten. The tool is a dominant player in the market, and most people have experience with it; if people have used CRM systems in the past, I would think that most have come across or actively used Salesforce Sales Cloud. So, from that point of view, I'd recommend it. It's like asking if you're familiar with an email system like Outlook—most people will say yes.

We use the tool to manage our sales pipeline and life cycle.

The most significant features of Salesforce Sales Cloud that boosted our sales productivity are workflow management and integrated commentary. Workflow management allows us to progress from exploration and qualification to closing a sale. The integrated commentary feature lets us open conversation threads around a sale and bring in team members, enhancing collaboration.

The tool's reporting feature is also good, giving an idea of the number of open leads. We do benefit from automated alerting and reporting. This automation ensures we are automatically notified if something changes or an event occurs.

One consistent comment about the product internally is that it has a steep learning curve, especially for some sales executives. Simplifying the interface would be a big leap forward. Like a chatbot, fewer clicks and more direct AI interaction could help. A simplified interface with AI support would make things much easier. We need an AI feature like ChatGPT that helps us to hold conversations.             

I have been working with the product for five years. 

I rate the product's stability a nine out of ten. 

The solution is scalable. I rate it a ten out of ten. My company has around 7000 users. If we are more successful, we will increase our usage. 

I haven't contacted the support yet. 

I think the tool's setup experience is easier now because I know it, but initially, I found the learning curve quite steep. If I had to score it on complexity, with ten being easy, I'd probably rate it around six or seven.

There are many mouse clicks and things to be aware of, along with many controls. You can get stuck wondering why you can't move something from one stage to another. You get used to it over time, but the learning curve is steep.

I think Salesforce Sales Cloud has improved our control and visibility over the sales process, likely shortening our sales cycle. The workflow elements give us a better handle on the stages in the pipeline, helping sales executives focus on moving things along. This has sped things up compared to our previous sales life cycle.

Learning how to use Salesforce Sales Cloud took me about three months. I quickly developed a core set of skills but kept finding useful features over time.

My advice for those looking to use Salesforce Sales Cloud is to invest time at the beginning to understand the key features and how to use them. People often try to learn it on the side, only doing things when necessary. Focusing on proper usage from the start will prevent many issues and save time.

I rate the overall product an eight out of ten. 

We mainly use it for sales purposes. This includes working with different customers and products, such as banking services, and managing pricing and attributes, especially for clients in the oil and gas industry.

We use workflows for sales flows and various automation, such as assignment rules and validations provided by Salesforce. When out-of-the-box solutions aren't enough, we delve into coding, utilizing synchronous and asynchronous methods. Additionally, we employ tools like lightning components. 

The tool includes reports and dashboards, CRM Analytics, Tableau, and Einstein Analytics. We can also integrate other tools as needed.

The product has improved overall performance and reduced time for many manual processes. For example, with a banking client, numerous manual processes, such as signing forms, were involved, leading to lengthy processing times, sometimes up to a month for a single request. However, after integrating everything into Salesforce Sales Cloud, the time for such processes decreased to just one or two days.

The tool's technical challenges vary depending on the requirements. When a new requirement arises, we must analyze the best approach to address it, whether through automation tools or coding. We encounter limitations such as the number of reports we can process or update, the queries we can write, and other similar constraints. Understanding when to utilize coding and when to rely on simple configurations is crucial.

I have been using the product for more than four years.

I haven't faced any issues with the tool's stability. 

Overall, the tool is a scalable solution. I've observed many large clients with over 10,000 users using it. While occasional issues may arise, they are manageable.

Responses in production environments are prompt, with issues addressed immediately. However, for concerns in sandbox environments, response times may be longer, often taking up to a week or even a couple of weeks for resolution.

It is standard procedure to start with an empty sandbox in Salesforce Sales Cloud when installing. From there, if a customer requires additional features, a package or URL is provided. Once the end user installs the package, all out-of-the-box features, including objects and their relationships, are automatically installed and linked. However, additional admin setup tasks are required post-installation, such as configuring user access levels and determining whether users will have read-only or read-write access.

The deployment time varies depending on the components we need to deploy and the tools we are using. For instance, it can be done easily if we need to deploy administrative setups like adding users to the Salesforce Sales Cloud environment. However, it can take longer if multiple customizations are involved, such as using automation tools or coding, and if there are several components to deploy.

The staffing needs for maintenance depend on various factors, such as the size of the product and the number of end users.

The tool's pricing is based on the number of users. It has a different pricing for 0-100 and another for 100-500 users. 

Customization options in Salesforce Sales Cloud are tailored to match specific business needs. One common method is using Apex code, which resembles Java. However, when utilizing code, it's essential to consider the platform's governor limits. To mitigate this, Salesforce provides asynchronous processing, expanding the limits further. For UI design, options include Lightning, Salesforce web components, and the recently acquired Vlocity. Users can create forms and pages through drag-and-drop configurations.

I rate the overall product a nine out of ten. 

We used Salesforce Sales Cloud to build a solution in the healthcare industry, where customers can log in and see patient's health data and a couple of related inferences. They can also see the previous encounters we had with their provider.

It is very easy to develop things and scale up the solution, saving time and resources. The solution is easy to debug, and everything is in a single interface. Salesforce Sales Cloud is very reliable and provides good stability and security.

Sometimes, we are confused about which Salesforce solutions to use for which purpose. The solution's customer support is not so good. It takes a lot of time to reach the support team, get some clarifications, or discuss with the Salesforce team, which is a horrible experience.

I have been using Salesforce Sales Cloud for four years.

Salesforce Sales Cloud is a stable and reliable solution.

Many teams in our organization are using Salesforce Sales Cloud. Around 10 to 20 people in our team are using the solution. Around 5,000 to 10,000 people are using the solution in our entire organization.

The initial setup of the solution is intermediate, which is neither difficult nor easy.

Salesforce Sales Cloud is an expensive solution.

Salesforce Sales Cloud is deployed on the Salesforce cloud. Our company decided to use Salesforce Sales Cloud because they wanted to upgrade their tech stack, and Salesforce was the safer choice. Salesforce Sales Cloud is easy to maintain.

New users should go through the courses Salesforce provides to understand what they can build and cannot do using the solution. Users should be clear about what they want before using the solution. The mobile accessibility of Salesforce Sales Cloud is easy and has improved over the years.

Overall, I rate the solution an eight out of ten.

I use Sales Cloud to manage my sales pipeline.

Salesforce is very good and offers a comprehensive sales process.

Salesforce has a vast sales process. It's a very broad tool, and it is difficult to pinpoint any specific feature.

There is no room for improvement in Sales Cloud. I would not want any new features included in the next release.

I have been using Sales Cloud for almost ten years.

I have not had any issues with the stability while using it.

The scalability of the product is good, actually.

Their support team is good.

Positive

I do not know anything about the pricing.

Everyone has room for improvement.

I'd rate the solution nine out of ten.