Salesforce Sales Cloud Reviews

I am a consultant and deliver the build for Salesforce to our customers. The company has a partnership with Salesforce and I'm the director. 

There are many benefits to Salesforce. It allows companies to know who their customers are, how much they spend, then relate that to earlier purchases so that a company can focus their efforts where necessary. You can also determine how sales staff are working against their targets and whether they need assistance.

I think Salesforce as a whole is all about understanding your customers and the pipeline with customers. Through an account, you can capture all the contacts that relate to that account or business, including personal details. It's highly configurable so you can completely adjust it to whatever business requirements you have. Once you've understood who your customers are, you can decide what you might want to sell them. It can all be captured and put into reporting. As a result, you can forecast against the reporting and figure out where you want to go on quotas for your sales team. You can also see how long it might take for a sale to go through and whether any sales opportunities get stuck.

You can track any issues with Sales Cloud functionality once a customer purchases by capturing your phone calls and storing them in Salesforce, along with any emails. Everything can be stored and tracked. The company brings out new features three times a year. I haven't used all the features because there are so many of them and the solution is now very large. They've changed their custom UI and it's now more configurable so that you can change it to suit your needs. I might only want to see certain fields at certain times throughout my journey and it can do that. There's a ton of functionality that I haven't even started to really explore.

Salesforce has a built-in functionality called changesets to move functionality from the sandbox and into production. That's a little dated now, and it's not very good for version control or backups. There are third party apps that can provide a slicker service to manage version control and deployments between environments.

I've been using Salesforce since 2007. 

The solution is highly stable and they have serious backups. If there are any glitches you can go to their site, trust.salesforce.com, and check on any problems. In terms of maintenance, once you've implemented it, it's important to get a team onboard internally to maintain things; users come and go so you're constantly canceling or adding users. Some will need help with reporting and once they understand the benefits and power, they'll want more teams to use it which will require more functionality. Our customers are always wanting to increase use. Salesforce is in major demand and most clients have continuous new project ideas and as a result, an expanded functionality. 

The solution is easy to scale and our customers range from small to enterprise size organizations. 

We sometimes need to contact support and for most customers, it's beneficial for them to have premise support because you do get a quicker response for resolution. You do have to ring them sometimes in order to get features enabled but once you're part of a consulting firm, you rarely need to contact them because you can generally resolve the problems with internal expertise.

There's no simple answer regarding complexity of deployment. It actually depends on the size of your implementation. If you're on a huge project, deployment can take months, if not years. These days, Salesforce has better version control using external tools which speeds up the setup because you keep a version in control and you move it through the different processes in order to push it through. You can deploy something within an hour of building and testing, and capture all the requirements. It's highly configurable.

The minimum time for deployment is generally a couple of months but it is absolutely dependent on how much you want to tweak it and make it your own. It can be a very quick turnaround.

Every finance director I've spoken to will say that Salesforce is expensive and that's mainly because it is a per-user license. The more you use it, the more it will cost. There are licensing costs and implementation costs in configuring the system to your needs. It's expensive but also one of the largest business systems you'll have in your company because it'll integrate absolutely anything you need it to. It should be viewed as an investment.

The solution needs to be considered as a long-term investment, and I suggest engaging a partner to implement it. Salesforce will tell you it's possible to implement in-house, particularly for smaller organizations, but I would recommend a certified expert with experience and knowledge.

I rate this solution 10 out of 10. 

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

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.

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.

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.

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

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

We cater the solution to medium and large businesses.

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

Support is good.

Positive

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.

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.

Pricing is reasonable.

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.

We use the solution to manage sales forecasting.

The solution has the ability to run reports on the pipeline and understand the likelihood of the sales. The analytics tools are very good.

The connectivity has some latency. It could be more responsive.

I have been using Salesforce Sales Cloud for ten years.

The tool has some latency.

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

It is scalable up to several hundred thousand users. It is highly scalable. We use it daily. I rate the solution’s scalability a ten out of ten.

I have used Oracle Sales Cloud and Microsoft Dynamics.

The initial setup takes three minutes.

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

ROI is very good. There are productivity and efficiency gains.

I rate the product’s pricing a seven out of ten, where one is cheap and ten is expensive.

It is very easy to integrate with other tools and APIs.

I recommend the solution because they are the market leaders in what they do.

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

We can store our leads and track the sales. We can store objects like contacts, opportunities, and accounts in our Salesforce database. It will help to close deals faster. Suppose a contact is interested in purchasing something. That information is stored in the Salesforce database, and you can track the current level of contact.

For example, before they sign the deal, the contact wants some discount. You can see this data, know the sales process, and close the deal easily. One advantage of the solution is that it helps to improve our sales.

The most valuable features of the solution are reporting and dashboards. You can easily compare how many products were sold last year and this year.

The solution's scalability has some limitations.

Salesforce Sales Cloud is a stable solution.

The solution's scalability has some limitations. If you want to add more users, you need to purchase or subscribe to the advanced version. Some big organizations purchase an unlimited edition, which allows more than 1,000 users. Only a few people can use the basic version.

The technical support team is available 24/7, and I am satisfied with the technical support for the solution.

I would recommend the solution to other users.

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

We're using it for tracking sales opportunities and networking with prospects that we're trying to establish business with.

We're leveraging Salesforce's cloud, and we're logging in with our own individual IDs.

Contact records are most valuable.

Its reporting capabilities can be improved. Its reporting interface should be improved to personalize reports.

Shortcut keys for us diehard shortcut key people would probably be helpful. We should be able to perform actions with shortcut keys.

I've been using Salesforce for years. It has easily been a decade-and-a-half.

It's very stable.

It's very scalable. In terms of its users, there are different levels of salespeople inside sales and outside sales. There are about 100 or so users in the company.

It's pretty straightforward for me.

I would advise others to just do their due diligence. I would rate it an 8 out of 10. It does what it's supposed to do with relatively little intervention on my part where I don't have to completely think about everything every step of the way. So, it's more or less intuitive.

I use Salesforce Sales Cloud for managing opportunities. I also go through leads on it. I also use it for managing the revenue generated from my book of business. I also use its dashboard.

I like that Salesforce Sales Cloud performs really well. I have no problem with its performance. I also find it extensible.

What I'm expecting from Salesforce Sales Cloud is a more user-friendly interface. It's what could be improved in the solution.

I've been dealing with Salesforce Sales Cloud for four and a half years.

I'm a salesperson and I'm using Salesforce Sales Cloud, e.g. it's what we're using in our company currently. We're using the latest version. It's a cloud-based solution.

I didn't find any issues with the solution. I don't have any negative feedback about it.

I'm a user, not an admin of Salesforce Sales Cloud, so I wasn't part of the process of setting it up, but I could access the solution without any issue.

I would assume there is over 1,500 people who use the solution within the company, and it's being used extensively. I'm not aware of how many people handle the deployment and maintenance of Salesforce Sales Cloud, as I'm not involved in those processes.

I never needed technical support for the solution, because I never had any issues to complain about.

I'm recommending Salesforce Sales Cloud to others, without doubt.

I would rate Salesforce Sales Cloud an eight out of ten.

Salesforce Sales Cloud is used for selling, tracking leads, verifying customer information, scheduling appointments, visiting customers, and costing leads.

Open the case to the back end for something that cannot be done in the front end. Perhaps we have a case open to the back end.

For a user, it's okay.

The cost could be lower. I would like to see a more affordable licensing model.

I have been working with Salesforce Sales Cloud for four or five years.

We are using the latest version.

Salesforce Sales Cloud is a stable solution.

Salesforce Sales Cloud is scalable but requires additional licenses. At times we cannot scale for some users because of the license, and the cost.

We have more than 100 users in our organization.

I have not contacted technical support.

We use RPA products in our organization such as Kryon.

I believe, is from the user's perspective, in our bank, the user will be the, and not the developer; we empower the user in the operation to try to record robotics by themselves, not the IT team, or the developer. As a result, the user can show the client because it is simple to use for any user.

I was not involved in the initial setup.

The vendor handles the maintenance of the solution.

We pay a yearly subscription fee.

I'm not sure about Salesforce, but the user side is similar to an app with this solution. That is acceptable from an IT standpoint. Actually, I'm not involved in this project very much, so I'm not sure what the issues are. I'm only in charge of RPA, not CRM, so I'm not sure.

I would rate Salesforce Sales Cloud a seven out of ten.

We use Salesforce Sales Cloud for management assistance and for CRM.

Salesforce Sales Cloud is not as simple to use as Zoho. It requires some level of expertise before you can use it. However, you can easily learn how to use the solution as you go along.

I have been using Salesforce Sales Cloud for a few years.

I have found Salesforce Sales Cloud to be stable.

Salesforce Sales Cloud is scalable.

We have approximately 75 users using this solution.

I have not contacted technical support.

I preferred using Zoho rather than Salesforce Sales Cloud. We switch to Zoho because the price of Salesforce Sales Cloud was expensive.

The initial setup of Salesforce Sales Cloud is simple and took approximately one hour, but not as simple as Zoho.

The overall price of Salesforce Sales Cloud could be better, it is more expensive than other competitors. There is an annual license for Salesforce Sales Cloud.

I would recommend the solution to others.

I rate Salesforce Sales Cloud a seven out of ten.