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Cloud-based CRM & Sales Automation
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce.
Typical customers
Platforms supported
Support options
Training options
Overall Rating
4.4
/5
17.8K
Positive reviews
9.7K
6.2K
1.4K
260
158
Cory T.
Agent
Insurance, 1-10 employees
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Cory T.: Hi, my name's Cory. I'm in Houston, Texas. I'm the president of a merchant service company....
Andrew B.
SEO Manager
Computer Hardware, 10,001+ employees
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Andrew: Hi, my name is Andrew. I'm an SEO manager. I would give Salesforce a four out of five. For more...
Jared D.
Computer Software, 11-50 employees
Used daily for 1-2 years
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I wish I had known about it's capabilities a long time ago because we would've switched to it for onboarding much sooner. I didn't realize you could create custom objects that could tie to an account record and setup virtually as many fields as you needed.
Our onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability. We can setup whatever fields we need and collect whatever data we need based on various workflows. You can also create automated tasks.
Salesforce is a bit clunky and slow at times. We had to have training by a Salesforce expert to implement the systems we needed, so I wouldn't say it's very user-friendly (but that's expected when you have such a robust system).
Emily S.
Human Resources, 201-500 employees
Used daily for 2+ years
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If you are a brand new Salesforce customer, regardless of your company size, MAKE SURE YOU RESEARCH AND HIRE A SOLID AND TRUSTWORTHY TEAM TO SETUP YOUR INSTANCE out-of-the-box and that THEY DOCUMENT DOCUMENT DOCUMENT everything they've done within SFDC. Also, PICK YOUR ADMINS, POWER-USERS, AND DEVELOPERS CAREFULLY AND MINDFULLY! Do NOT let inexperienced/basic users have admin rights. SFDC is SOOOOOOOO...
I LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities. I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.
I'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.
Adrienne E.
E-Learning, 11-50 employees
Used daily for 2+ years
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I have overall had a great experience with Salesforce. The only other similar tool I've used in the past is Infusionsoft and Salesforce is LEAGUES better! I could never go back.
I can honestly say that I would not be able to do my job as a Director of GTM Operations without Salesforce. I like that I am easily able to track note from customer calls and use templates to make that even more streamlined. I use reporting functionality extensively and find that ability to clone reports (or save as a copy) to be something that saves be hours each week. I'm able to easily use a report I already have to deliver on what my leaders are requesting or need (often with a short turnaround). I like that I'm able to easily export data from salesforce to a spreadsheet where I can further manipulate it as needed. This is something that I find myself doing on a regular basis.
I have found the login process to be annoying and would prefer that I could us multifactor authentication in a manner without needing my phone. I prefer to not work with my phone near me so needing to authenticate sometimes multiple times per day is frustrating. As certain fields have been removed from Salesforce, I've noticed there is lack of ability to check dependencies prior to someone hiding a field.
Marcos P.
Computer Software, 51-200 employees
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Salesforce is highly customizable. Which make it very fitable to your needs. It offers a centralized vision of your customers, which could increase your visibility about what your clients needs and it can improve the process of attracting new customers.
For small companies Salesforce Sales Cloud could be very expensive and also its a complex product, probably small companies have to spend in specialized workers because its no easy to use or customise.
Shari S.
Consumer Goods, 51-200 employees
Used daily for 2+ years
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We are building an amazing data base and procedure - and plan to connect more capabilities and apps to our system to create a full supply chain ERP flowing out of our Salesforce Sales Cloud CRM.
We love CPQ and working with opportunities - it helps the sales teams maintain control of their jobs and potential jobs. Citizen developers can excel in this environment - teach others and help expand the capabilities of the overall system.
It is a difficult implementation - not easy for everyone to become a citizen developer and when features need to be added a tech person often required.
Salesforce Sales Cloud has the following pricing plans:
Pricing model: Subscription
Free Trial: Available
Q. Who are the typical users of Salesforce Sales Cloud?
Q. What languages does Salesforce Sales Cloud support?
Q. Does Salesforce Sales Cloud support mobile devices?
Q. Does Salesforce Sales Cloud offer an API?
Q. What other apps does Salesforce Sales Cloud integrate with?
Salesforce Sales Cloud integrates with the following applications:
Webinato, ClearSlide, Dropbox Business, GetFeedback, Zapier, Five9, Gmail, Expensify, Box, Crowdstack Pro, Professional Services Cloud, Veeva CRM, GoTo Meeting, Eventbrite, Quickbooks Online, Birdeye, SurveyMonkey, Yesware, Mailchimp, Smartsheet, Evernote Teams, Litmos