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Vimal Bhardwaj - PeerSpot reviewer
Deputy Manager, Information Technology at Greenpanel Industries
Real User
Top 5Leaderboard
Offers easy integration with third-party products
Pros and Cons
  • "It is a very stable solution."
  • "The high price of the product is an area of concern where improvements are required."

What is our primary use case?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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.

Buyer's Guide
Salesforce Sales Cloud
September 2025
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: September 2025.
869,785 professionals have used our research since 2012.

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How would you rate customer service and support?

Neutral

How was the initial setup?

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.

What about the implementation team?

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.

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

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.

Which other solutions did I evaluate?

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.

What other advice do I have?

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.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
RohitPothani - PeerSpot reviewer
Solutions Architect at Merino services ltd
Reseller
Top 5Leaderboard
Enhances deal closures and have navigation and process flow features
Pros and Cons
  • "We can implement checks to ensure proper data entry with validation rules."
  • "They should also include ATP and CTP functionality."

What is our primary use case?

Clients create business opportunities in the life sciences and retail industries. They launch their initiatives using Salesforce CRM and Salesforce Cloud.

How has it helped my organization?

Salesforce Sales Cloud enhances deal closures. We can implement checks to ensure proper data entry with validation rules. For instance, when the first option is selected, the second option can be automatically pre-selected based on default settings, simplifying the user’s job. The user does not need to manually address all possibilities or answer all customer questions. Using permutation and combination constraints, we can automate subsequent selections based on previous choices, managed through validation rules at the back-end level.

What is most valuable?

Primary features include navigation and process flow, which indicate your stage throughout the opportunity’s life cycle. At any given point, it shows your current status and probability. The reports and dashboard functionality are major highlights of Salesforce. Additionally, it is user-friendly and has a simple configuration, making it easily adaptable to any sales-related detail.

What needs improvement?

They should also include ATP and CTP functionality. Whenever there is a sale or opportunity, sales representatives should be able to determine what is available in the inventory and how much can be delivered to the customer. For example, if I take an order today, it might take ten days to produce and deliver the product. This is the ATP. If a customer orders 100 cell phones, the CTP functionality helps determine if we can deliver that quantity.

This insight is provided when ERP systems are integrated, as ERP systems handle inventory. However, even without an ERP system, this information is crucial. The ATP and CTP stock should be monitored or mentioned somewhere in Salesforce to make decisions easier for sales representatives.

If my inventory has 10,000 cell phones from 8 AM to 6 PM at the start of the day, any confirmed orders should reduce this inventory count. We can monitor my inventory in real-time and decide whether to accept new opportunities based on current stock levels.

For how long have I used the solution?

I have been using Salesforce Sales Cloud as a partner for five years.

What do I think about the stability of the solution?

I rate the solution’s stability a nine out of ten.

What do I think about the scalability of the solution?

We cater the solution to medium and large businesses.

I rate the solution’ scalability a nine out of ten.

How are customer service and support?

Support is good.

How would you rate customer service and support?

Positive

How was the initial setup?

The initial setup is easy. Deployment will take a minimum of one week. Once you buy the license from Salesforce, it typically takes two to three days. After that, we need to start configuring the system in a separate process.

I rate it an eight out of ten.

What was our ROI?

Our customers have gained significant benefits. The customers I worked with used to manage their leads and opportunities using Excel and other local applications. When we implemented Salesforce, we unified all the data from different companies within a group onto a single platform. We performed the data migration and provided access to all sales representatives. 

As a result, the sales process, lead generation, and opportunity management saw a drastic reduction in order processing time. Previously, closing an opportunity took at least two to three weeks. With Salesforce Sales Cloud, due to the visibility of the data structure, insights, and analytics, they could make decisions more quickly.

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

Pricing is reasonable.

What other advice do I have?

Workflows are a concept and an automation tool. They require a trigger—whenever an action takes place based on user input, the system will trigger a workflow and handle the rest of the tasks. This automation happens with the help of the workflow functionality.
It depends on the organization. For example, if it's a defense-related or government organization, they use the government or private cloud.

I recommend the solution. The availability of resources in the market has increased tremendously. Salesforce technical support, knowledge base, and manpower are widely available. Training materials, tutorials, and other resources are also freely accessible, making it easy for anyone to use Salesforce. It is easy to understand, user-friendly and offers many key features.

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

Which deployment model are you using for this solution?

Hybrid Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer.
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
September 2025
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: September 2025.
869,785 professionals have used our research since 2012.
Greg-Lythe - PeerSpot reviewer
CTO at Amulets Hotkey
Real User
Top 20
A feature-rich platform that helps to track sales and gather customer information
Pros and Cons
  • "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."
  • "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."

What is our primary use case?

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. 

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I have been using the product for ten years. 

How are customer service and support?

Technical support is routed through our internal support team. 

How was the initial setup?

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.

What other advice do I have?

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.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer2387754 - PeerSpot reviewer
Sr Manager at a healthcare company with 10,001+ employees
Real User
Top 20
Offers a comprehensive suite of CRM functionalities but has limitations and high costs

What is our primary use case?

Salesforce offers a comprehensive suite of CRM functionalities to support various aspects of sales and customer relationship management. I am currently focused on managing APAC roadmaps and strategies, and this product has been implemented for Australia and New Zealand this year. While I oversee the broader approach, one of my managers handles the detailed aspects of the implementation. It provides extensive CRM capabilities, including but not limited to case management. It can also integrate with other ERP systems, allowing for a more holistic view of sales and operations.

How has it helped my organization?

At our pharmaceutical company, we previously struggled with properly logging customer cases. Now, we can track cases effectively and manage responses more efficiently. We can also attach relevant documents directly to each case, which is a significant improvement over our previous system, in which everything was handled via email. This change enhances our ability to monitor cases and track their progress over time. Additionally, we have access to reporting features, including KPIs and dashboards, which allow managers and team leaders to review case-related data and performance metrics.

What needs improvement?

We do have a backlog, and we're currently working on addressing it. However, we're trying to overcome some limitations with the standard Salesforce features. We're exploring options to find a technical resource who can assist us with this backlog. 

Certain fields are not editable using standard Salesforce features, and I'm not fully aware of the specifics regarding this. Additionally, we're experiencing issues with copying and pasting data, which is impacting the efficiency of our customer service. These are the main challenges we're currently facing.

For how long have I used the solution?

I have been using Salesforce Sales Cloud since April.

What do I think about the scalability of the solution?

12-15 users are using this solution. 

It is scalable, but scaling it to meet the diverse needs of the APAC market can be challenging. Each market has unique requirements; for example, Australia and New Zealand might need to view only seven fields or features, while China might require twelve. The current setup displays all 40 fields, which makes it difficult to tailor the system to specific market needs. Improving flexibility to customize and control what each market sees would address these challenges and better support the varying requirements across regions.

How was the initial setup?

Understandably, transitioning from a basic system to a feature-rich technology can be overwhelming. While I haven't been directly involved in the execution, it seems clear that comprehensive training could address many of these issues. The shift to using a technology with numerous features can be challenging, especially when users face more information than they need. For instance, displaying too many options when only a few are necessary can create confusion. This feedback highlights the need for improved training and possibly some adjustments to the user interface to streamline the experience and focus on what's essential.

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

It is expensive.

Which other solutions did I evaluate?

We're using SAP Commerce.

What other advice do I have?

Previously, tracking cases effectively was a challenge, but with the recent improvements, we now have a better mechanism for monitoring cases received from customers. To enhance its functionality further, it would be beneficial to integrate this with an ERP or SAP system in the future. For instance, linking cases to trigger returns or other processes isn't set up yet.

Overall, I rate the solution a six out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
James Armitage - PeerSpot reviewer
Solution Engineer at Teradata Corporation
Real User
Top 20
Shortens the sales lifecycle and helps to manage the pipelines
Pros and Cons
  • "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."
  • "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."

What is our primary use case?

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

What is most valuable?

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.

What needs improvement?

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.             

For how long have I used the solution?

I have been working with the product for five years. 

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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. 

How are customer service and support?

I haven't contacted the support yet. 

How was the initial setup?

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.

What was our ROI?

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.

What other advice do I have?

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. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Lead Consultant at CGI
Real User
Top 5
Has reports and dashboards and can be integrated with other products
Pros and Cons
  • "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'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."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

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

What do I think about the stability of the solution?

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

What do I think about the scalability of the solution?

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.

How are customer service and support?

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.

How was the initial setup?

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.

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

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. 

What other advice do I have?

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. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Prince Barai - PeerSpot reviewer
Back End Developer at Agnos Inc.
Real User
Top 5Leaderboard
Easy to develop and provides good reliability and security
Pros and Cons
  • "Salesforce Sales Cloud is very reliable and provides good stability and security."
  • "The solution's customer support is not so good."

What is our primary use case?

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.

What is most valuable?

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.

What needs improvement?

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.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for four years.

What do I think about the stability of the solution?

Salesforce Sales Cloud is a stable and reliable solution.

What do I think about the scalability of the 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.

How was the initial setup?

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

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

Salesforce Sales Cloud is an expensive solution.

What other advice do I have?

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.

Disclosure: My company has a business relationship with this vendor other than being a customer. customer/partner
PeerSpot user
Rahul Rupela - PeerSpot reviewer
Manager Strategy and Consulting at Cybertech Systems and Software Limited
Real User
Top 10
Manage records of all incoming leads and offers comprehensive management

What is our primary use case?

Any organization with leads and a positive pipeline that spans different geographies can benefit from using Salesforce Cloud to manage its entire sales cycle effectively.

How has it helped my organization?

Salesforce includes various objects that help manage records of all incoming leads. These leads may come from different sources, such as workshops or other channels. Once the leads are collected, organizations use various methods to engage with them, including email marketing or direct calls. Each organization has its process for analyzing leads. 

For example, if a lead responds to an email, it may be considered a valuable lead. The sales or business development team will then reach out to understand their needs. The qualified leads eventually enter the opportunity pipeline. Salesforce provides a platform to manage and process these leads, from initial collection to closing opportunities, streamlining the entire process.

What is most valuable?

One of Salesforce's key features is its comprehensive management of the opportunity pipeline. You can document all relevant details during client discussions and use Chatter for team communication. Roles and permissions allow team members to see the status of opportunities and plan their actions accordingly. Salesforce offers extensive customization options, allowing you to tailor the opportunity pipeline to meet specific customer needs.

Additionally, Salesforce supports integration with various tools. You can connect it with marketing solutions, whether Salesforce's own or third-party platforms. Telecalling and quotation generation can be managed directly within Salesforce, eliminating the need for separate tools. The platform also facilitates asset assignment during contract phases. 

What needs improvement?

One concern with Salesforce's CPQ solution is that the integration and user interface are not as seamless as possible. Although CPQ was successfully integrated into Salesforce following its acquisition, there are still noticeable gaps in the UI and the features. These issues reflect the challenges of merging acquired solutions with the existing Salesforce platform, which, despite successful integration, still shows areas for improvement.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for over five years.

What do I think about the stability of the solution?

Occasionally, certain features may not work due to ongoing maintenance or background updates. If you encounter an issue and raise a ticket, Salesforce responds quickly. Their support team provides direct assistance for major issues.

What do I think about the scalability of the solution?

It can be scaled both horizontally and vertically.

How are customer service and support?

It offers excellent technical support with multiple service levels. For prime customers, on-call support is available. There are three levels of support: at the basic level, you raise a ticket and receive a response based on the ticket's severity within 24 hours, with most issues resolved in a few days. Prime customers benefit from direct, on-call support, ensuring a high level of service.

How would you rate customer service and support?

Positive

How was the initial setup?

The initial setup depends on the organization's requirements. It is relatively straightforward for a small organization with only fifty licenses. However, for a larger organization that needs 500 licenses and has extensive requirements, the process becomes more complex due to the significant customization needed. Thus, the setup complexity is directly tied to the client's specific needs.

I rate the initial setup a six or seven out of ten, where one is difficult and ten is easy.

What was our ROI?

It streamlines the entire sales process, allowing top executives, such as the CEO, to easily access sales performance data without connecting with numerous individuals. They can review pipeline statuses and overall performance directly from their laptop. This efficiency significantly benefits CXO-level executives by providing a clear and comprehensive view of sales operations.

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

Pricing for Salesforce can be high compared to some other products. For example, Zoho often has lower prices.

What other advice do I have?

Forecasting in Salesforce involves analyzing conversion rates and probabilities set by the customer for each deal. For instance, if a positive pipeline is forecasted for six months to a year, you can predict the potential revenue for the upcoming quarter based on these probabilities. Additionally, historical data from previous years can help refine these forecasts. Immediate predictions rely on the current pipeline, while long-term forecasts use historical data to project revenue over the next few years.

Salesforce requires minimal maintenance because it handles infrastructure management itself. The primary maintenance tasks involve managing customizations, adding new users, and addressing evolving requirements, particularly in larger organizations. Other than these updates, Salesforce operates with little need for additional maintenance.

Salesforce can be costly, but it is highly recommendable if it aligns with your organization's needs.

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

Disclosure: My company has a business relationship with this vendor other than being a customer. Integrator
PeerSpot user
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: September 2025
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.