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Cloud-based CRM & Sales Automation
Recommended
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
Marketing and Advertising, 11-50 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...
Avash K.
Information Technology and Services, 1-10 employees
Used daily for 2+ years
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My overall experience with Salesforce Sales Cloud has been exceptional. It's easy to implement, maintain and teach others to use it. The functions and flows are intuitive and easy to navigate once we get some experience. I highly recommend Salesforce Sales Cloud to every business as it can be used by businesses of any size.
While there is a bit of a learning curve - Salesforce has exceptionally good and intuitive flows we get used to it. Another thing I like very much about Salesforce Sales Cloud is its scalability. Any business size can use it and scale it as the business grows which is rare in other CRMs as most are dedicated to certain business sizes. It is also flexible and customizable. I have set it up for a few...
I don't think there is much to dislike about Salesforce Sales Cloud - I think the pricing for small businesses can be better. Also, there is a bit of a learning curve but that's okay as of all CRM I have used to date - Salesforce was relatively easier to learn.
Daniel H.
Utilities, 10,001+ employees
Used daily for 2+ years
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Very rarely do i have any issues with this system. It is a efficient system that rarely goes slow for us. It holds all the information in one central location so we can minimise the amount of tabs we have open while supporting our engineers and customers respectively. This improves our efficinecy while taking webchats or phone calls. As mentioned above the phone system sometimes is not the most effective however this is not something we generally use constantly so impact is somewhat mitigated.
Clean interface. Easy to find the information under nice to find tabs. this makes finding solutions for our engineers much more efficient as i can grab the relevant details needed from a customers account quickly.
We use this system to also receive calls. This sometimes does not send calls through to us if we have sent emails to customers previously by working cases. This effects our support options as we could think there is no queue where in fact there is a large queue buidling behind the scences.
Richard H.
Insurance, self-employed
Used monthly for 6-12 months
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It seemed to have a lot of contacts but you need to be willing to invest a lot of time in this program.
This company has attempted to hold me hostage to purchase another year of their service which I don't want. Apparently, there is a clause in their agreement that you must notify them in writing 90 days before your current expiration date that you do not wish to renew their service. Of course, they don't mention that when you purchase the product. So as I notified them today that I no longer need them they tried to trap me. I don't do business with these types of immoral companies. Their service is not cheap and I willingly bought it for one year. I will not be held hostage by these crooks.
Verified reviewer
Computer Software, 1-10 employees
Used daily for 1-2 years
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Salesforce Sales Cloud has helped us solve several problems in our business. Before using the platform, we had difficulty tracking leads and sales opportunities, as well as identifying growth opportunities in our existing customer base. Salesforce Sales Cloud has helped us solve these problems by providing a comprehensive, integrated sales management solution that allows us to easily track leads, opportunities,...
Intuitive and easy-to-use user interfaceWide range of sales management features, including contact management, opportunity management, lead management and sales forecastingCustomisation of the interface to suit the needs of the businessSeamless integration with other applications and services, including marketing automation toolsReal-time tracking of sales performance and targetsComprehensive customer relationship management (CRM) with integrated customer service and marketing capabilitiesAccess to quality customer support, with online training and documentation resources available
High cost of the solution, which may not be affordable for small businesses or businesses with low budgetsNeed for customisation and configuration to meet business needs, which can be time-consuming and require technical skillsComplexity of the platform, which may require training and expertise for optimal useLimitations in customising reports and dashboardsSome advanced features are only available in the more expensive editions of Salesforce Sales Cloud.
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Information Technology and Services, 501-1,000 employees
Used daily for 2+ years
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Very flexible with great integration capabilities
You cannot customize the platformwithout an external / internal admin, making maintenance very challenging
Yan B.
Transportation/Trucking/Railroad, 5,001-10,000 employees
Used weekly for 6-12 months
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Overall, my experience with Salesforce Sales Cloud has been extremely positive. The platform has helped us to streamline our sales processes and improve our team's efficiency and effectiveness. While there have been some challenges in terms of customization and cost, these have been outweighed by the benefits of the software's powerful features and user-friendly interface.
Salesforce Sales Cloud is an incredibly powerful and versatile sales management tool that has helped me streamline my sales processes and improve my team's productivity. One of the things I like most about Sales Cloud is its intuitive interface, which makes it easy to navigate and use even for those with little to no technical experience. The platform's robust reporting and analytics features also provide valuable insights into our sales performance, enabling us to make data-driven decisions and improve our overall strategy.
While I have had a largely positive experience with Salesforce Sales Cloud, one area where I have encountered some difficulty is in customizing certain features to fit our specific business needs. While the platform offers a wide range of customization options, these can sometimes be complex and time-consuming to implement. Additionally, the cost of the software can be a barrier for smaller businesses or those with limited budgets.
Muhammad A.
Mechanical or Industrial Engineering, self-employed
Used daily for 6-12 months
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Salesforce is a powerful tool organizations can benefit from and enhance their sales methodologies while tracking how sales are progressing.
The interface and the way one can populate the databases for information.
centralizing the platform to provide a different tool for each of the department relevant to the sales team such as after sales services, updates, maintenance histories, client interaction frequency.
Verified reviewer
Consumer Services, 201-500 employees
Used daily for 2+ years
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It was unique, and if I had the chance, I would choose it over all other platforms except (intercom).
It was so easy to use, when it changed from the old look it was kinda difficult to figure out but once I did, it was a charm to say the least, I enjoy it allot.
There are several buttons that I have no idea what they are for, and there is no explination about it.
Verified reviewer
Information Technology and Services, 51-200 employees
Used daily for 1-2 years
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'' overall great experience with sales cloud it has many feature which is helpful to grow your business and store important information about client and employee.''
''lead management, contact management, forecast management these are the features provided by sales cloud. It is best cloud to grow your business faster than the other tool. CRM we can store our client information account contact objects are there. ''
''To run sales cloud you need strong internet connection''
Verified reviewer
Information Technology and Services, 1,001-5,000 employees
Used daily for less than 6 months
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Love the ease of it being a CRM platform. Able to navigate easily and keep track of all the information
It can be difficult to navigate at first, but once you get the hang of it itll be fine
Ryan S.
Machinery, 51-200 employees
Used daily for 2+ years
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I once was a raving salesforce fan. That ship sailed. I am no longer much of a fan. The product has gotten too complicated for smaller business units. They don't need all the features. They don't need the price. The monthly cost is one thing. The set up and integration costs are huge. Can't bring myself to spend the money for that when other options are more than viable and more than competitively priced.
I've been a salesforce administrator 3 times. At one of the companies we integrated nearly everything into salesforce. The joke was the janitor couldn't take out the trash without a salesforce entry. It does some things well. But, over the years it has become too bloated. Small companies just don't need all the functionality and costs.
The cost has gotten too high. There are competitors on the market that do it very well for a lot less. Programming used to be pretty easy. That has gotten more difficult over the years. To the point where I am no longer a fan. I am a firm believer in CRM. I built my first CRM from scratch in 1988. There was no shrink wrap back then. But the program has gotten bloated and suffers from mission creep.
Brett J.
Automotive, 11-50 employees
Used daily for 1-2 years
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I would 100% recommend Salesforce to any sized company seeking growth based around goal-setting and team collaboration. Whether your employer has a team of 2 sales people or even 200, salesforce is the only sales tracking, data management CRM you will ever need as the accessibility and individual components that are offered to each individual user are an incredible value for what the true cost is to use Salesforce. Our overall sales have boosted an additional 20-30% as a result of switching over to Salesforce!
Salesforce is not only extremely user friendly but very beneficial to all sales associates within a set group as the reminders, sales tracking database, task manager, and calendar features have become integral components of each salesman's daily routine here at our dealership. Where we work in such a fast paced environment that's constantly changing and evolving, it's crucial to keep everyone on our Sales team on the same page regarding where vehicles stand within the sales/finance/service process to ensure we maximize every potential deal and are able to turn units as quickly and efficiently as possible with cost effectiveness in mind.
There are no cons to using Salesforce that I have encountered yet as the software has been incredibly useful so far in keeping my Sales team updated, punctual, converting more leads, and more invested in their work output but having daily reminder's set to to held each Salesman accountable for their daily tasks and follow ups.
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.
Sarah H.
Marketing and Advertising, 1-10 employees
Used weekly for 2+ years
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We are using Salesforce to streamline new business leads and nurture leads into actual sales. We are able to analyze, vet, engage, and track the progress of the new leads we receive from our Facebook lead gen ads. Salesforce integrates directly into Facebook's Business Manager and automatically imports new leads in real-time. We are also able to see the cost per lead acquired and other rich insights from our Facebook and Instagram ad campaigns that get directly populated into our dash.
Salesforce is one of the most powerful and sophisticated CRMs available. The onboarding process and demos with the reps were exceptionally helpful. The reps really took time to understand our CRM needs, our workflow process, and how we can best utilize/adopt Salesforce into our new business department to grow revenue and track progress. The tool is completely customizable and has very advanced marketing integrations within the cloud. The ability to track leads and history (who followed up and when) and add notes and assign leads to specific people makes the entire workflow so much more efficient. It's worth the price tag if you take advantages of the features.
We wish the marketing cloud add on wasn't so expensive. There are many tools available that offer the same features such as Sprout Social and Hubspot. However, the price was a little steep for the $6,000. I also wish pricing was a bit more transparent. The discounts and contract lengths have been very inconsistent in our experience.
santosh b.
Automotive, 10,001+ employees
Used daily for 2+ years
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The overall experience with Salesforce Sales cloud was excellent. We are using Sales cloud to capture Lead generations using Web-to-Lead models, etc. A lot of features can be implemented using available out of box functions. There is less customization needed using the developers help to reinvent the wheel again and avoid more issues and downtime to release.
Salesforce has a lot of features which we can use right away and has the benefit to build many automations and integrate other systems on the Salesforce platform with less hassle and more reliable way. Salesforce provides more ways to implement new things in the system using best practices.
Salesforce support can be more quicker than current turn-arounds. The pricing could be less with purchasing more bundles in the Salesforce platform. The UI can be more better with changing color palettes and make the UI changes more quicker avoiding cache issues on the browser.
Brent W P.
Information Technology and Services, 51-200 employees
Used daily for 1-2 years
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My overall experience was frustrating and the lack of support only clouded the quality of the product. When we ask for support we were told we had to go to a third party to get any help on our implementation. This was not clearly communicated when we were sold the software.
Saleforce is the standard for the industry and has a price tag to match. When we implements Sales force we had 2 sales people and 6 PM’s that used it. The customization and automation where fantastic features and of great benefit. The sales to customer success migration was also a valuable feature for us.
The software was expensive and the sales person made licensing sales complicated and confusing. Once we were sold on the software our sales person disappeared and we had another rep who basically said deal with what you have. We wanted to change our model around but at the time Salesforce did not let us do this. We let the license expire and moved to another product
William S.
Professional Training & Coaching, 1-10 employees
Used daily for 2+ years
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Once we started using Salesforce, we have increased our repeat business from our existing clients and our conversion rate from the leads and referrals we receive has skyrocketed. We are able to tailor our offerings to the prospects specific needs and their response has been overwhelmingly positive. We often get comments about how they feel like we understand them better than our competitors.
Salesforce is probably the most functional CRM tool on the market, and one of the easiest to set up and use. It worked right out of the box, and we have continued to expand the features we use. One of the best things are all the plugins available, which allow you to customize the environment to fit your business' specific requirements. Our revenues have doubled consistently year-to-year and our customer satisfaction ratings have improved dramatically since we began using Salesforce. My team has threatened to revolt if we ever consider moving to a different platform.
The licensing structure favors larger organizations, but the fees we pay are still reasonable for the value we get from the product.
Verified reviewer
Hospital & Health Care, 10,001+ employees
Used daily for 2+ years
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Salesforce is a game-changer for our organization. We've reported out on items that previously we hadn't in years. There's very little manual effort now as we have so many triggers setup for automation.
Without Salesforce our organization simply would not be able to function as quickly as we do now. We have so many automation processes and workflows setup that has saved us a lot of time. We use this platform across 15 departments in our organization, and it continues to grow. Everyone who sees the benefits of this great CRM... asks for User licenses... it's that good. We love the Contact Management, Lead-> Opportunity tracking and most importantly the Reports and Dashboards!
Salesforce can be pricey especially as it grows within an organization, so that would be the one setup. However, they do offer a Non-Profit Starter pack that I'd recommend small non-profit organizations to look into.
Evan R.
Nonprofit Organization Management, 11-50 employees
Used daily for 2+ years
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Great! If possible, I recommend ensuring you have someone in-house with at least 3 years experience before deployment. We contract a Salesforce Developer who aids non-profits specifically to aid in back-end matters.
I love that it has given our non-profit a space to grow into. Too often, non-profits find themselves barred by limits placed on the number of Contacts being retained. Most pricing is based around this figure which is tiresome when you are looking to gain momentum without having to have constant upgrades. Salesforce is massive and delivers in what it says it will do.
It is challenging to learn. I would have appreciated options for non-profit teams to have discount pricing on trainings with use. This would have provided for shared trust in the CRM, rather than knowledge given to a few who then became internal advocates for the system.
Frank A.
Hospitality, 10,001+ employees
Used daily for 2+ years
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Overall, I'd strongly recommend this app because it has a very good system for coordinating corporate operation, it's very easy to use, the navigation could be improved, and the load time is fast.
Salesforce is an excellent tool that is very useful and budget-friendly, and it already has a lot of features to run regular tasks, arrange help tickets, and set reminders for important to-dos, whether they are urgent or not. It's also useful for integrating with other software for easier management, such as calendar apps. It includes sorting, categorizing, and marking filters, as well as a search tool.
The only thing I found was that getting to where you want to go in this CRM took a lot of clicks. To open a specific ticket, for example, you'd have to first open a demo page before being able to open the ticket with the actual material. Although the site mapping was improved internally to and the amount of time it took to navigate from one page to the next. So far, it is the only disadvantage.
Mark D.
Higher Education, 201-500 employees
Used daily for 2+ years
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Automation of common tasks saved us time. Documenting conversations and tracking new data gave us the ability to work with the right person at the right time. 3rd party apps were easy to find and integrate into our business processes. Saved time by building drip campaigns during the recruiting process. Adding new fields meant we could be agile in implementing new ideas and pilot projects.
Customizable - allows organizations to track anything and everything Automation - easy to build workflows to automate repetitive tasks Security - can control access to fields, records, or entire objects by user type. Access and security are vital and easily maintained and deployed Innovative - Salesforce is consistently voted one of the most innovative companies in the world. Quarterly releases...
Can be difficult to use and learn, particularly for administrators. Maintaining documentation is vital and is left to the organizational administrators without much advice from Salesforce. All the possibilities can be overwhelming for new users and administrators.
Alley S.
Health, Wellness and Fitness, 11-50 employees
Used daily for 2+ years
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I use it daily. I live in salesforce and I'm in marketing. I use it to keep up with my team and to try to use chatter to highlight what is working and showcase certain accounts. I also like to follow the wins and losses to try to get a feel for where we can improve.
Everything. I love salesforce. I love its ease of use, navigation, walk-me, training, integration, features, functionality, you name it. Chatter is my favorite feature and once adopted by organizations you see the whole organization migrate to making salesforce their homepage. I love the adaptation the teams have to it and that you can customize your dashboard so sales, marketing, integration, and other teams can all use it as they need to.
The cost, and sometimes Salesforce does not do a good job of showing the interoperability it has. There are so many features that make it a one-stop-shop for companies large and small, but it seems if the product is sold as a sales tool, it remains that way instead of showing the integration options for marketing and other teams.
Cha Y.
Information Technology and Services, 10,001+ employees
Used daily for 2+ years
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It is incredible how this program has the ability to offer you a wide variety of options for the descent of a company and get many more sales that contribute to the business, Salesforce is one of the best programs that you can integrate into your company, from an excellent admiration and control of all your data until the management and correct interaction with all your clients, this program will reinforce the weaknesses that your work operation may have and will improve them to be your main virtues, in my work there is no other program more complete than Salesforce, Since there are so many possibilities that are achieved with the help of this amazing software, it makes my job much easier and more effective when starting.
This program presents a totally simple interface to work with and that each of its users can concentrate on increasing the sales of their business and the entry of new clients to the company. This program is an administrative space where all the processes and procedures can be built. with the purpose of the constant growth of the company, one of the best things that this program has is the control...
Without a doubt, the area and all the marketing functions can improve, we understand that it is not a program that focuses only on this area, but it can improve a lot in each of the new updates, this in order to reach more places and clients who are interested in our services and on the other hand it could be a bit complicated due to the amount of information to integrate certain contents multiple ways, in general I work very well and I like the performance of the program.
Marlyn G.
Computer Software, 1,001-5,000 employees
Used daily for 2+ years
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This platform helps me a lot to have all the information in one place, because it allows the seller to enter the system and process all the required information, and this makes it easier to provide the necessary information about sales, emails, responses, meetings, etc. All this information is in one place, helping me to review the progress that is made with the clients, as well as I can set warning alerts, if they visited it, how many times a week they visited it, if I bought in the last month even If I buy in the same year.
I like Salesforce Sales cloud because it helps us massively manage customers and manage the information of new prospects, it also helps us automate our sales process, because it helps us achieve business strategies, focused on customer relations. This platform helps us to have all the information of our clients in the company, since if a salesperson stops working for the company, they are prevented...
I have nothing against this platform, as it is there to help small and large companies to retain customers.
Kylee L.
Facilities Services, 1,001-5,000 employees
Used daily for 2+ years
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If you or your team does not have the time to fully invest in training and learning the platform to a deep extent, than this software would be a waste for you. I would recommend speaking with a SalesForce consultant about the different reporting, campaigning, sales, etc. capabilities before making the investment. Though the Customer Support side of SalesForce, in terms of issue resolution, have not been helpful, the SalesForce sales team is very knowledgeable and give honest opinions on what different functions, plans, etc. they would recommend to fit your specific needs. The sales team has actually saved us money by showing us how to more efficiently manage our plan with them.
The reporting capabilities of SalesForce, especially now that they have switched over to the new Lightning experience, are a great asset for companies looking to track business development activities. Sales funnel reporting, gain-loss reports, call/meeting/email recaps, project lists, budgeting and customer contacts - SalesForce is your "one stop shop" for all of these reporting functions! My team has also loved having the ability to sign up for monthly emails that are based off of reports they have set up within SalesForce. This allows them to track any progress, trends or issues that need to be addressed upfront. My team has also enjoyed the email campaign tracking, which works in conjunction with the Pardot platform.
SalesForce is not an intuitive software to use and is not easily learned by all members of my team. This is what I like least about the software. Beyond that, customer support has been less than helpful. My team and I have often had to do our own research on Google and YouTube for solutions to problems the SalesForce Customer Service could not help us with. This platform takes a considerable amount of training to really be able to grasp its reporting and data entry capabilities. Beyond that, this product is not cheap! It is worth the investment for larger organizations, but I am not sure it is worth the cost for smaller companies.