I am not involved in hands-on activities as I manage the team. We primarily work with connections provided by our partners.
CEO at Softwall Soluções em Tecnologia LTDA
Effortless data management enhances client relations with an easy deployment
Pros and Cons
- "The solution is stable."
- "We prefer using local solutions like RD Station in Brazil due to pricing considerations."
What is our primary use case?
How has it helped my organization?
Salesforce is used for managing the data of our clients. It helps our sales team keep track of meetings and other relevant information.
What is most valuable?
The solution is very easy to use. It allows for straightforward data input, which is crucial for our operations.
What needs improvement?
I cannot comment on improvements as we haven't used their customer service.
Buyer's Guide
Salesforce Sales Cloud
February 2026
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884,933 professionals have used our research since 2012.
For how long have I used the solution?
We have been using Salesforce for an opportunity with our partners and inputting relevant details.
What do I think about the stability of the solution?
The solution is stable. Our team has not reported any difficulty.
How are customer service and support?
We have never used Salesforce's customer service.
Which solution did I use previously and why did I switch?
We prefer using local solutions like RD Station in Brazil due to pricing considerations.
How was the initial setup?
We did not do the initial setup. It was handled by our partner.
What about the implementation team?
We received access through our partner, so no direct implementation team was involved on our side.
What was our ROI?
As we do not pay for Salesforce directly, it's difficult to calculate a specific ROI. We receive access when we sign with partners.
What's my experience with pricing, setup cost, and licensing?
Salesforce is considered expensive in the Brazilian market, suitable for big companies. We usually opt for local solutions like RD Station.
Which other solutions did I evaluate?
We use RD Station for CRM needs in Brazil, as it's easy to deploy and manage.
What other advice do I have?
I do not have additional advice as we are not extensive users.
I'd rate the solution nine out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
System Administrator at Logic Planet Inc
Excellent for managing campaigns effectively
Pros and Cons
- "The features of Sales Cloud most useful for testing and running email campaigns are highly valuable."
- "Sales Cloud could improve in areas such as AI integration, particularly for templates."
What is our primary use case?
Sales Cloud helps me manage and track my sales pipeline effectively. It is a CRM system that integrates with other systems for comprehensive sales management.
How has it helped my organization?
Sales Cloud has positively impacted lead generation and conversion rates. It enhances lead generation efficiency and tracks lead from various sources and campaigns effectively, ensuring a high level of reliability in lead acquisition and conversion.
What is most valuable?
The features of Sales Cloud most useful for testing and running email campaigns are highly valuable. The CRM system is excellent for managing campaigns effectively. I also find Salesforce security authentication very good.
What needs improvement?
Sales Cloud could improve in areas such as AI integration, particularly for templates.
What do I think about the stability of the solution?
I would rate the stability of Sales Cloud as a six out of ten.
What do I think about the scalability of the solution?
I would rate the scalability of Sales Cloud as a five out of ten. My clients who use it are mostly enterprise businesses.
How was the initial setup?
I would rate the easiness of the initial setup as a ten out of ten. It is very easy. The implementation of Sales Cloud took approximately four months.
What's my experience with pricing, setup cost, and licensing?
Salesforce is good value for money, but compared to the market, it is relatively high-priced.
What other advice do I have?
The AI functionality built into Salesforce is good. It was not available when I first started using Salesforce.
Using the Sales mobile app has many benefits. I have used it, and it is great for accessing Salesforce on the go.
Integrating Sales Cloud with other Salesforce products or third-party applications has been good.
I would recommend Salesforce to others, especially for its effectiveness as a CRM system. It stands out compared to other software, particularly in India.
Overall, I would rate Salesforce Sales Cloud as an eight out of ten.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
Buyer's Guide
Salesforce Sales Cloud
February 2026
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: February 2026.
884,933 professionals have used our research since 2012.
Presale Coordinator at a comms service provider with 1,001-5,000 employees
A versatile platform that can track commercial opportunities
Pros and Cons
- "The most valuable features of Salesforce Sales Cloud are the ability to track portfolio opportunities and reporting capabilities. The notification process inside the platform is also very valuable, and extracting reports is extremely useful. However, we are currently using only a small part of its functionality."
- "As a presale team leader, I see a need to better understand the platform because our current knowledge is limited. This makes it difficult to explore possible extensions of its use. We also want more detailed information on commercial opportunities included in the tool. It needs to include better documentation on the functions it offers."
What is our primary use case?
I last used it to trace a commercial opportunity. I use it since I am notified about commercial opportunities. Our main use case is tracking.
What is most valuable?
The most valuable features of Salesforce Sales Cloud are the ability to track portfolio opportunities and reporting capabilities. The notification process inside the platform is also very valuable, and extracting reports is extremely useful. However, we are currently using only a small part of its functionality.
What needs improvement?
At the moment, Salesforce Sales Cloud is mainly used by key account managers and the commercial team. We are also looking to extend its use and functionality to the presale team.
As a presale team leader, I see a need to better understand the platform because our current knowledge is limited. This makes it difficult to explore possible extensions of its use. We also want more detailed information on commercial opportunities included in the tool. It needs to include better documentation on the functions it offers.
For how long have I used the solution?
I have been using the product for two years.
What do I think about the stability of the solution?
The tool's stability is very good, and I rate it a ten out of ten.
What do I think about the scalability of the solution?
I rate the tool's scalability a nine out of ten. We use it two to three times a month. My company has around 100 users, and my team has 12 members.
How are customer service and support?
I haven't contacted the technical support team for the solution yet.
What was our ROI?
Currently, there is no impact on the duration of our sales cycle. We are asking more in-depth questions about the platform because, so far, there is no clear benefit. We are still looking internally to understand how to use it more profitably. I'm not involved in the investment itself. I'm just the final user, so it's something that other sales teams in the company evaluate.
What other advice do I have?
We update all our software to the latest versions as an internal policy. Salesforce Sales Cloud is the standard tool in our company. It is integrated with other application platforms developed in the company, which are proprietary software. The integration was difficult, but I don't have direct experience with that process.
My advice to people looking to implement the tool is that they should understand the organization in which the solution will be applied, including the business processes. A certain degree of customization is needed when applying the platform to the real context. Good advice would be to analyse the needs deeply before implementation.
I rate the overall product a nine out of ten. I think it's a good platform. It's versatile and can be applied in many different contexts so that it can be recommended.
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Back End Developer at Agnos Inc.
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
Sales Executive at ZLight
Allows to customize the sales process, easily adapts to our use cases but integration with other sales systems or clouds that are not powered by Salesforce is very hard
Pros and Cons
- "When it comes to the lead management process, we track and evaluate the different stages and the challenges in each stage. It's so that the entire team has visibility of what's going on with each individual lead."
- "It might be easier if there were better integration with other sales systems or clouds that are not powered by Salesforce. For example, when we work with partners, such as Amazon or any other major tech company, sometimes we collaborate to develop a sales lead."
What is our primary use case?
It's for managing the sales cycle.
How has it helped my organization?
When it comes to the lead management process, we track and evaluate the different stages and the challenges in each stage. It's so that the entire team has visibility of what's going on with each individual lead.
It has significantly impacted the sales cycle because we are able to get more precise updates, report back to our senior execs using the Salesforce stats, and make database judgments. So, it has shortened the sales cycle.
What is most valuable?
I like that I can customize the sales process to a particular team so that, based on whatever framework I use, I can significantly adapt sales. That's the security of the system.
What needs improvement?
It might be easier if there were better integration with other sales systems or clouds that are not powered by Salesforce. For example, when we work with partners, such as Amazon or any other major tech company, sometimes we collaborate to develop a sales lead.
We use integrations between Salesforce instances so the partner can add opportunities to our account and vice versa.
The integration between systems used by different partners is very hard. So, that's something that can definitely be improved.
There are features I would like to see in future releases. It could give recommendations on what could be a possible next step and highlight important points; that's where AI would come in. If it sees patterns in sales and Sales Cloud could evaluate it and showcase to us how that sales cycle could be shortened – that would be a great feature.
For how long have I used the solution?
I have been using it for five years now.
What do I think about the stability of the solution?
The solution is fairly stable. I have not faced any issues.
I would rate the stability a ten out of ten.
What do I think about the scalability of the solution?
The solution adapts to our use cases. It's highly customizable, but you just need to know how to customize it.
I would rate the scalability an eight out of ten.
How was the initial setup?
I would rate my experience with the initial setup a six out of ten, with one being easy and ten being difficult.
It's just a matter of enablement. Sometimes, when it comes to inputting data, it has to be in certain formats, and it doesn't work properly. When you convert it to a report, it doesn't display the report correctly, so you need to know exactly how it needs to be tailored.
What about the implementation team?
Our IT team deployed it.
What other advice do I have?
I would recommend having a good Salesforce administrator. Other than that, it's pretty easy to use.
Overall, I would rate the solution a seven out of ten. I would recommend using it.
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.
Product Owner at a tech services company with 1,001-5,000 employees
Along with a reasonable amount of stability, the tool is quite flexible, and users can modify its features easily
Pros and Cons
- "It is a very stable solution."
- "The areas revolving around archiving and backup in Salesforce Sales Cloud are not as advanced as some of the other solutions in the market."
What is our primary use case?
I use the tool for a company with which our company used to work in the past. I used the backup and archiving capabilities of the solution.
My company generally uses the tool for all kinds of use cases. For a particular case of our company's customer who needed us to deal with the areas of archiving and backup, we used Salesforce Sales Cloud.
What is most valuable?
In general, the data model and everything is really helpful for the development phase. The tool is quite flexible, and you can modify its features easily. The whole development process is quite advanced in that you have all the support you need to take care of the development phase as easily as possible. The development phase is as easy as possible for all areas, including the UI, data model, custom logic, and processes, along with areas like reports, dashboards, and everything.
What needs improvement?
The areas revolving around archiving and backup in Salesforce Sales Cloud are not as advanced as some of the other solutions in the market. The aforementioned areas can be considered for improvement in the product. Maybe the tool covers bare backup requirements, but it is usually insufficient.
For the additional features needed in the product, I can say there is a very nice comparison on LinkedIn that I saw about the tool explaining compliance, granular restoration, and other related areas.
The price of the product needs to be lowered.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for two or three years. At the moment, my company is not even a customer of Salesforce since, presently, we do custom development, meaning we do development in Salesforce for other companies who need to use the tool's services.
What do I think about the stability of the solution?
It is a very stable solution. Stability-wise, I rate the solution a nine out of ten.
What do I think about the scalability of the solution?
Scalability-wise, I rate the solution a nine out of ten.
My company is a medium-sized company with around 400 people.
Which solution did I use previously and why did I switch?
I have experience with CRM solutions that were either used in-house or made available from other vendors. I think Salesforce is currently the solution that is accepted by all the markets. I see another tool similar to Salesforce in advertisements called monday.com, which I have never used. I think monday.com has quite an aggressive marketing campaign.
How was the initial setup?
I think it is not that difficult to install the product. I don't have that much experience with the product's installation phase. I am not a developer or administrator, but from my experience with the tool, I can say it is quite easy to use and do everything a user wants. I wouldn't say that the product's installation phase is complex. At an organizational level, things are usually more complex, especially when you agree on things inside your organization over what you need and how you are going to try out new processes. Once the aforementioned are cleared out at an organizational level, then I would say that things are not that complex.
What was our ROI?
I don't have any data to prove the return on investment I have seen from the use of the solution in my company. There is definitely some benefit from the use of the solution in the company, but I cannot speak about it specifically.
What's my experience with pricing, setup cost, and licensing?
Price-wise, the product does not fall under the category of cheaply priced products.
What other advice do I have?
The ease or difficulty with the maintenance part of the product users' experience depends on what they need from the product. The archiving and backup features of the product are not that flexible and convenient for certain use cases. You can use just a basic backup with the tool, which is not enough in most cases. If a user wants more backup features, then the user May need some additional tools while dealing with Salesforce Sales Cloud's installation phase.
I think Salesforce Sales Cloud is the right solution to use, as it is a good solution that is widely adopted and has proven itself in practice. I think it is a good decision to use Salesforce Sales Cloud. There are many aspects an organization needs to consider before adopting Salesforce, which are matters that can be greater than just the technical part.
I rate the overall tool an eight to nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Account Executive at Alertus Technologies
Straightforward setup, useful activity monitoring , and highly stable
Pros and Cons
- "The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful."
- "The scalability could improve by a small amount."
What is our primary use case?
We leveraged Salesforce Sales Cloud to perform a range of activities, starting from initial prospect calls, follow-ups, and demo scheduling, to generating quotes, managing accounts, and tracking all the way through to final sales. This comprehensive solution also facilitated any necessary follow-up tasks associated with the sales process.
How has it helped my organization?
Utilizing tasks is truly the most effective approach. Thus far, my priority has been diligently following up on tasks, ensuring timely callbacks after conversations with individuals, and meticulously documenting detailed notes about the progress of each account. These notes serve as a comprehensive file that captures all relevant information regarding ongoing interactions and developments.
What is most valuable?
The tracking and monitoring of daily activities within each account is the most valuable aspect of Salesforce Sales Cloud. It allows for staying informed about ongoing activities, ensuring comprehensive visibility into the progress made within each account on a regular basis. Additionally, the plugins that are available, such as ZoolInfo are useful.
What needs improvement?
The scalability could improve.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for approximately one and a half months.
What do I think about the stability of the solution?
I rate the stability of Salesforce Sales Cloud a ten out of ten.
What do I think about the scalability of the solution?
I plan to use the solution more in the future.
I rate the scalability of Salesforce Sales Cloud a nine out of ten.
How was the initial setup?
The initial setup of Salesforce Sales Cloud was straightforward.
What was our ROI?
We have seen a return on investment.
What other advice do I have?
The scalability could improve by a small amount.
I rate Salesforce Sales Cloud a nine out of ten.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Client-Partner at a computer software company with 1,001-5,000 employees
It covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure
Pros and Cons
- "Our use case within the organization covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure. For our clients, Salesforce is used more to plot the cycle from products to cash and lead to revenue. They mostly build offers and pricing quotations in the Salesforce environment through their field marketing agents."
- "I need to do a lot of customization to implement an ERP solution for an energy and utilities client versus a BFS client. Salesforce should look at the common customizations each client wants and see how much of that can be standardized into industry-specific specific solutions. That would speed up implementation, so we don't need to go through the same steps a hundred times. Salesforce could do it once and put it out for the rest of the clients to use it."
What is our primary use case?
Our use case within the organization covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure. For our clients, Salesforce is used more to plot the cycle from products to cash and lead to revenue. They mostly build offers and pricing quotations in the Salesforce environment through their field marketing agents.
What needs improvement?
Salesforce could integrate downstream systems by adding Tableau or MuleSoft into the KDDI. But is there a way to figure out industry-specific solutions? From an ERP standpoint, SAP has industry-specific solutions that are a straight fit for separate industry verticals.
I need to do a lot of customization to implement an ERP solution for an energy and utilities client versus a BFS client. Salesforce should look at the common customizations each client wants and see how much of that can be standardized into industry-specific specific solutions. That would speed up implementation, so we don't need to go through the same steps a hundred times. Salesforce could do it once and put it out for the rest of the clients to use it.
I've handled verticals like manufacturing, automobile, telecom, and BFS. The use cases vary from one to the other. There is no standard recommendation per se. I've handled some three or four clients per vertical. Maybe one or two clients in each industry have a Salesforce ecosystem. Let's say I've had two instances of a financial service client asking for a specific level of customization, so why doesn't Salesforce include that in the cost.
Salesforce could consult with companies in these different industry verticles to determine the level of customization they need and what common tweaks could be included in the out-of-the-box product. That's something I would love.
It would be great if Salesforce could pitch customers a base product with an estimate of how much time it would take to implement. On top of that, they could offer the client a set of packages consisting of three or four use cases essential to that customer's vertical and give them a standardized time for implementing these add-ons to the core product.
I don't think clients can afford a designated Salesforce consultant, and that's why businesses come to integrators like us. There's a demand for easy deployment maintenance of Salesforce's no-code, low-code platform with automation. It would help the clients deploy an ecosystem within their organization rather than relying on somebody else to do the implementation and jam it together.
At the same time, it might make sense for Salesforce to integrate an RPA provider like Pega did with the Open Spam acquisition. Salesforce should definitely look into out-of-the-box automation.
For how long have I used the solution?
I've been working with Salesforce for five or six years. It's the solution we use for internal organization and what I propose to my clients based on their needs, as well.
What do I think about the stability of the solution?
Salesforce runs smoothly. I've never had a client come back and say, "It is the end of this product's life, I want to switch over from Salesforce because the support is ending by this quarter." I've never seen that case ever.
How was the initial setup?
Salesforce is as easy to install as any other product in the cloud today. I don't think it's difficult for any engineer. The hard part is integrating Salesforce into your environment, which typically involves deploying with hundreds of other upstream and downstream systems on the data flows.
It depends on the number of use cases and customizations the client wants. This varies from client to client in terms of the standard data flow, the number of reports, level of fields, etc. The initial implementation could be done in weeks or months, but it's not for us to decide whether that is sufficient. The client chooses whether to stick with the base product or customize it.
What's my experience with pricing, setup cost, and licensing?
Salesforce is affordable. I don't think there are any significant issues there.
Which other solutions did I evaluate?
There are very few instances where we've engaged in a consultation to figure out the right product like we did with MDM versus MRK. For the most part, I believe the client will have the appetite and the know-how to pick the right product.
As system integrators, we typically implement the entire product on the cloud or provide customizations on top of the base product. That's our main involvement in the clients' environments. Generally speaking, we don't go to our clients and tell them why they should pick Salesforce over Siebel or vice versa. That type of conversation is for salespeople from Salesforce or Oracle who pitch to the client directly. The licensing deal goes through the vendor directly.
What other advice do I have?
I rate Salesforce 10 out of 10 because I've made five or six Salesforce deals with clients. If there were any problems with the solution, I would not have secured those deals as a salesperson. I would never hesitate to give Salesforce a perfect 10 because it has helped me sell more solutions to clients. If the clients are buying, it means the solution is good.
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.
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