Salesforce Sales Cloud FTW!
December 13, 2024

Salesforce Sales Cloud FTW!

Mike Martin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • Force.com
  • SalesCloud
  • Chatter
  • Content
  • Knowledge
  • Service Cloud
  • Marketing Cloud Account Engagement

Overall Satisfaction with Salesforce Sales Cloud

We run our entire business on the Salesforce platform, and that includes Salesforce Sales Cloud, specifically for Leads, Accounts, Contacts, and Opportunities. We run our weekly sales pipeline calls from a Salesforce Dashboard. We use the standard lead conversion process. We are a consulting company, and use a custom built quoting tool to build resource plans and connect them with standard opportunities.

Pros

  • Analytics
  • User Interface
  • Search

Cons

  • Overly complex - too many clicks sometimes.
  • Lead conversion / defaults have not been updated since launch. Could be re-thought.
  • We saw the ROI nearly immediately
  • Improved productivity
  • Higher sales revenue
Salesforce Sales Cloud is incredibly scalable. It can work as a standard CRM - Account model, but is extensible through use of automation like Salesforce Flow, Apex Code, Lighting web components, and open APIs. While integration and code can be complex, most clients can build the system and toolset that suits their business needs.
Salesforce Sales Cloud is fully featured and is truly a platform solution vs Hubspot and Pipedrive that are very single use focused around CRM. NetSuite is legacy and has outdated user interfaces and experiences.

Do you think Salesforce Sales Cloud delivers good value for the price?

Yes

Are you happy with Salesforce Sales Cloud's feature set?

Yes

Did Salesforce Sales Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Sales Cloud go as expected?

Yes

Would you buy Salesforce Sales Cloud again?

Yes

Generally, Salesforce Sales Cloud is a good solution for most in need of a CRM. While Salesforce Sales Cloud has made some in-roads in the SMB market, it can be overly complex for some smaller customers.

Salesforce Sales Cloud Feature Ratings

9.1
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
8
Interaction tracking
10
Channel / partner relationship management
8
10.0
Case management
10
Call center management
10
Help desk management
10
9.0
Lead management
10
Email marketing
8
8.3
Task management
9
Billing and invoicing management
7
Reporting
9
9.0
Forecasting
8
Pipeline visualization
9
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
9.5
Role-based user permissions
10
Single sign-on capability
9
7.0
Social data
7
Social engagement
7
8.0
Marketing automation
9
Compensation management
7
9.0
Mobile access
9

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