Salesforce Sales Cloud Features

Salesforce Sales Cloud

Cloud-based CRM & Sales Automation

4.36/5 (14,806 reviews)

Salesforce Sales Cloud Feature Summary

  • Communities for sales
  • Marketing and sales leads
  • Opportunities and quotes
  • Build and run innovative apps
  • Approvals and workflow
  • Social accounts and contacts
  • Chatter
  • Analytics
  • Mobile to stay connected
  • Contact Manager
  • Real Time Visibility
  • Dashboards
  • Workflow
  • Event tracking
  • Collaborative forecasts
  • Opportunity management
  • Task tracking
  • Case management
  • Territory management
  • Automatic data capture
  • Lead management
  • Follow-up reminders

Salesforce Sales Cloud Features In Depth

Scoring Leads

Using lead scores, sales teams can follow up with their highest impact leads, while their marketing teams take the time to learn which campaigns are leading to the best results for their companies.

Through the Leads tab, you can get a complete view of all of your most recent sales leads. Click on any lead for more detailed information, and collaborate with colleagues to reel in leads and close more sales. Salesforce allows you to work as a team, and it gives your bosses (such as VPs and CMOs) a better feel for how the sales pipeline is actually flowing.

Predicting Sales Cycles

Using Salesforce’s forecasting tools, businesses are able to plan and predict sales cycles. Collaborative Forecasts are also useful for managing sales expectations.

As an account administrator, you are able to create up to four different types of forecasts for your organization. Switch between forecast types by clicking on the titles. You can also view forecasts and related opportunities by forecast category. For example, if your company uses product families, then you can see forecast summaries for each product family that you use.

Sharing Knowledge

Sales and marketing professionals who use Salesforce are able to connect with their teams through the solution’s enterprise social network, Chatter. Using Chatter, teams can communicate and work more efficiently by utilizing social feeds.

Feeds sit at the heart of Chatter, providing you with a straightforward way to keep up with projects, topics, and teams from within a collaborative environment. In addition to providing you with a method for easily communicating with colleagues, Chatter also finds the information and experts you need. The enterprise social network recommends relevant contacts and files based on the deal or case you’re working on right now.

Finding Better Sales Leads

With Sales Cloud, users are able to find their best sales leads and get complete and accurate contact information for thousands of companies. Companies can align their sales and marketing managers around the same leads and opportunity pipelines, and they can connect with new accounts to close more deals in minutes rather than hours.

Find useful contacts based on keyword searches for any company or website, and get up-to-date company profiles courtesy of Dun & Bradstreet. Leads are automatically routed to Salesforce users, and scheduling time to qualify leads is a straightforward process through the integrated calendar system.

Mobile Capabilities

Salesforce provides professionals with the ability to close deals from anywhere. Download Salesforce’s apps to a mobile device, and you can stay on top of the latest information.

Open the Salesforce app to get a 360-degree view of your upcoming day, or to dial into a call with your team or an important client. Using Salesforce on mobile, you’re able to get real-time insight into your pipeline and your current ranking on the sales leader board. You can also get answers from teammates before company meetings, and keep your entire team in-sync when it comes to important contact details.

Competitor Feature Comparison

API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automatic Notifications
Budgeting
Business Intelligence
Calendar Management
Calendar Sync with Google
Campaign Management
Campaign Planning
Case Management
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Fields
Customer History
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Email Templates
Email Tracking
Engagement Analytics
Event Tracking
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Goal Setting / Tracking
History Tracking
Inbox Management
Lead Distribution
Lead Management
Lead Nurturing
Lead Scoring
Meeting Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Partner Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Preview Functionality
Projections
Prospecting Tools
Quote Management
Real Time Notifications
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Social Media Integration
Status Tracking
Task Management
Task Tracking
Template Management
Territory Management
Third Party Integration
To-Do List
Version Control
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automatic Notifications
Budgeting
Business Intelligence
Calendar Management
Calendar Sync with Google
Campaign Management
Campaign Planning
Case Management
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Fields
Customer History
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Email Templates
Email Tracking
Engagement Analytics
Event Tracking
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Goal Setting / Tracking
History Tracking
Inbox Management
Lead Distribution
Lead Management
Lead Nurturing
Lead Scoring
Meeting Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Partner Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Preview Functionality
Projections
Prospecting Tools
Quote Management
Real Time Notifications
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Social Media Integration
Status Tracking
Task Management
Task Tracking
Template Management
Territory Management
Third Party Integration
To-Do List
Version Control
Workflow Management
Visit WebsiteCompare App
API
Activity Dashboard
Activity Management
Activity Tracking
Ad hoc Reporting
Approval Process Control
Automatic Notifications
Budgeting
Business Intelligence
Calendar Management
Calendar Sync with Google
Campaign Management
Campaign Planning
Case Management
Collaboration Tools
Commenting
Configurable Workflow
Contact Database
Contact History
Contact Management
Conversion Rate Optimization
Conversion Tracking
Custom Fields
Customer History
Customizable Templates
Dashboard Creation
Data Capture and Transfer
Data Visualization
Document Management
Document Storage
Drag & Drop Interface
Email Integration
Email Templates
Email Tracking
Engagement Analytics
Event Tracking
File Management
Filtered Views
Follow-up Scheduling
Forecasting
Goal Setting / Tracking
History Tracking
Inbox Management
Lead Distribution
Lead Management
Lead Nurturing
Lead Scoring
Meeting Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Marketing
Multi-Currency
Opportunity Management
Partner Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Preview Functionality
Projections
Prospecting Tools
Quote Management
Real Time Notifications
Reminders
Reporting & Statistics
Role-Based Permissions
Sales Analytics
Sales Forecasting
Sales Reporting
Sales Tracking
Search Functionality
Social Media Integration
Status Tracking
Task Management
Task Tracking
Template Management
Territory Management
Third Party Integration
To-Do List
Version Control
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


197,744 reviews

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


28,726 reviews

Salesforce Sales Cloud Feature Reviews

25 reviewers had the following to say about Salesforce Sales Cloud's features:

Greg Kantziper

SFDC = Sales

2016-11-21

It's completely customizable and allows you to build it out to your specific usage.

Pros

Enhanced, customized reporting.

Cons

Task management is the absolute worst.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Tanner Luxner, CSCA

Great CRM and integrations

2018-03-05

Better lead tracking of marketing influenced activities.

Pros

Great source for tracking leads, reporting, and maintaining a customer database.

Cons

UI can be convoluted - tasks that seems like they should take only a few steps require google searches or talking to a sales operation specialist.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Murray

Software is very sophisticated highly customizable and easy for management to access analytics and custom reports

2018-10-04

Very easy for IT managers to implement however expectations for integrations are oversold and backward looking integration more difficult than expected

Pros

Software is very sophisticated highly customizable and easy for management to access analytics and custom reports

Cons

Very expensive for a small or medium size company to afford much more accessible for larger companies cost wise sometimes it can be overly complicated sales reps complain that there are now too many steps to the process

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 1-10 employees)

Vertasile tool with hard to customize UX

2020-05-11

I created a team customizable database for my BPO team, creating it was a hassle but the service team helped alot.

Pros

Pros *Lots of feature *Inuitive *Fast *Scalable *Team management

Cons

*UX/UI is bad *Customizing is not easy

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Jake Cerf

Verified Reviewer

A Truly Revolutionary Product

2014-04-28

I love the easy-to-use and clean interface, the ability to track all relationships in your business (sales pipeline, account management, recruiting), the lack of manual data entry, and the peace-of-mind that you won't drop the ball on following up on a lead.

Pros

ease-of-use no data-entry world class team smart relationship management (suggested follow ups, contact merges etc) beautiful product

Cons

relatively small third party ecosystem ( though it's constantly improving with Zapier integrations) reporting is showing signs of brilliance, but is still evolving and improving

Source: GetApp
2 of 2 people found this review helpful
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1-10 employees)

The most complete CRM available in the market

2019-02-26

Ideal solution to create process and automate activities

Pros

Customizable and app/integrations ecosystem.

Cons

Not so easy to use and complex integration with third part software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer & Network Security company, 501-1000 employees)

Used Salesforce daily to run reports on marketing campaign effectiveness and ROI

2018-07-25

Made my job easier to do via automation and customizable reporting.

Pros

Setting up custom reports to run automatically is incredibly useful for marketing and sales staff who need to monitor effectiveness and ROI from different activities and campaigns.

Cons

Keeping data integrity in SFDC can be difficult, in turn making accuracy of reports somewhat hard to stand behind.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Stefanie McCully

Easy to use software to help your business thrive

2020-09-03

Coming to a company that uses this from no prior experience, it was very easy to understand and pick up immediately.

Pros

Ease of use Intuitive navigation Integration with email / Calendar Tracking history of customer contact Ability to effectively track implementations Custom report building

Cons

Integration with email - wish there were an easier way to use this feature without having to attach to individual emails / calendar events in order to log in SF.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Surinder Singh

Salesforce

2020-08-28

Easy to use, feature rich and fully customizable

Pros

It is easy to use, reliable, customizable platform

Cons

I would like to see more tools for the social media interactions and better email management right from the salesforce platform.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ankur Bhutani

Great cloud based features packed CRM..

2018-09-26

Great cloud based CRM having all the end to end integration from sales lead generation to support to reporting.

Pros

Generate Sales leads After sale support management Teams collaboration Alerts and Notifications Mobile App Data import and export

Cons

Improvements needed in reports section, though it's dependent upon the data linking done in the CRM.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

A very robust and flexible platform

2017-11-22

Increased productivity

Pros

Very flexible Customizable Great custom reporting feature Email and calendar integration is easy with a simple plugin

Cons

It might be too flexible if that makes any sense. Each organization's platform is different so that takes time to get used to. The new version of lightening can be buggy and isn't as intuitive as it could be

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 51-200 employees)

Customizable tracking

2020-03-19

Love it, easy tracking, and can integrate well will many softwares.

Pros

Easy to customize based on company needs.

Cons

Some glitches, have to ask admin for fixes, can take up to 1 day. Not that many work arounds.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Dasha Barannik

Verified Reviewer

Love RelateIQ

2014-05-01

The RIQ team was and continues to be super supportive, helping import our legacy data and ensure we were set up properly.

Pros

"Passive" CRM - emails, calendar events etc are automatically pulled into relationship records; grid view makes data entry fast and flexible; pleasant design/UI; "intelligent fields," especially "days inactive," provide actionable insights

Cons

Reporting is currently lightweight, though useful; more robust follow-up features would make RIQ even better.

Source: GetApp
6 of 6 people found this review helpful
Helpful?   Yes   No
Read more
Jim Paone

CRM tool

2016-11-03

In managing a customer database SF's functionality is robust, scalable for small or large businesses and customizable.

Pros

Integration for Accounting, Marketing along with sales forecasts.

Cons

getting started when building your own companies business data flow and rules on who can see what data along with building forms that are company specific. Integration with company website when collecting data to flow into SF can be tricky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Salesforce Sales Cloud

Choose your Super SF Administrator wisely as they will be holding the keys to you kingdom. Have a secession plan in place in case your super admin leaves the company. Train your staff on how to use the system.

Source: Software Advice
Helpful?   Yes   No
Read more
Hari Sankar Reddy

Run business at your home using Salesforce CRM

2019-05-05

then Salesforce can improve their overall business in market that makes much easier for sales business users.

Pros

The tools for social media function and News feed operative like Facebook Efficient management You can easily track activities of users who are working sin it like tasks, calls emails etc,.

Cons

Pricing is more for using third party solutions in it .

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Bernard Gutnick

Excellent CRM software

2019-09-26

Customer management.

Pros

The reporting is excellent.

Cons

The APIs for rules based routing are not easy to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Higher Education company, 201-500 employees)

Salesforce for Nonprofit Program

2019-02-09

It has been a great upgrade from our last database and allows us to track longitudinally and with great detail.

Pros

. - Our UI is more visually appealing and on brand. - You can report on ANYTHING!

Cons

- You have to have someone who knows what they are doing to effectively add fields and change around the structure, especially for the UI. - Sometimes the reporting is not intuitive if you don't know the architecture of the platform.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
( company, 11-50 employees)

Salesforce is very powerful

2017-11-21

Allowed for better reporting and high level view from management.

Pros

- Very customizable, pretty much can do anything you need - The new lighting experience brings a long overdue visual overhaul - Integrates with a lot of third parties to increase productivity

Cons

- Clunky UI at times - Can be confusing to use and get used to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 201-500 employees)

Great CRM tool, very powerful and complex

2019-03-18

Positive overall experience.

Pros

Highly customizable, great reporting capabilities and scales very well for large client databases

Cons

The learning curve with reports and dashboards is a bit steep, did not find the training was always helpful due to using a very customized instance.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Stuart Farr

Needs some improvement

2019-04-30

Pros

Multifunctional product with customizable reports and good integration with various phone programs.

Cons

It is difficult to edit and export contacts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Erin Henderson

Salesforce for international nonprofit

2016-10-06

Through Social Venture Partners International, I was trained to use Salesforce for Donor/Partner/Grantee/Applicant contact management and mass communication.

Pros

Running customized reports to pull sepcific data; connection between households, businesses, individuals very convenient;

Cons

Vertical Response add-on was clunky and not very customizable and consistent across mail providers; custom reports had to be built by our specialist in another city because our local staff was not well trained on how to do this; cost

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Salesforce Sales Cloud

Consider the nonprofit version to save money.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
(Banking company, 201-500 employees)

Best CRM

2018-12-05

It works well in the banking industry and is incredibly customizable.

Pros

The outlook integration for automatic follow ups is great.

Cons

There should be additional mandatory fields when entering a new client to catch possible repeats.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mandy Ebel

Amazing product - super easy to use.

2018-05-16

This contact management program is amazing - it's not "just" an address book, but keeps all of your contact info in one place.

Pros

Want to see something specific on your dashboard? No problem!

Cons

Some of the reporting features are not as robust as the rest of the system. Customized reports are difficult to generate and not user-friendly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Serguei Bykov

Great for Managing Contracts

2020-08-12

The interface is fully customizable. Reporting is great.

Pros

The system is fully customizable. If managed, organized and set up well it is easy to follow as all customer data is in one place.

Cons

My previous company was so dependent on Salesforce that we had to replace our accounting system so that we can integrate both.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 501-1000 employees)

Salesforce: The one and only CRM that you will ever need!

2018-11-20

It gives structure to my day and allows me to track all of my activity.

Pros

Very functional. The UI is easy to understand and reporting and dashboards make it easy to strategically manage your accounts.

Cons

I wish there was a Linkedin integration, but that is more LinkedIn than Salesforce.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more