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Salesforce Sales Cloud
Cloud-based CRM & Sales Automation
Recommended
Samuel M.
Computer Software, 51-200 employees
Used daily for 2+ years
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Tracking activities and results as well as where I stand against quota is very helpful. The ability to look at older activities and reports also helps as a reference point in new conversations. The customizable features are also very cool. Creating the most efficient work flow is much easier that way.
It is essential to our business. After going through a long training process the tool becomes second nature. The ability to log activities and data is great. There are countless features of the tool that I only know a fraction of. Running reports and exploring previous activities has been super beneficial to keeping in touch with old leads. Creating list and account views to have all of your information in one place is also very helpful. Searching for leads and accounts is very easy and accessible and quick to find. The dashboard tool is also useful it lets you know up to the minute how you are performing against your quota for the week/month/quarter.
Due to the size and features of Salesforce sometimes things can get a bit confusing. Learning how to use the tool and being comfortable using it takes a lot of time. Sometimes running reports and account/lead views can be confusing when fields are not filled out correctly and I need assistance from Sales Ops. The tool isn't super user friendly at times and can be slow to load. There are also time that logging activities will not save and you have to start all over which can be frustrating.
Danillo C.
Banking, 201-500 employees
Used daily for 1-2 years
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Salesforce is an excellent CRM solution for businesses needing powerful customer relationship tools, rich data analytics, and seamless integration with third-party applications. While the platform comes with a steep learning curve and significant costs, its flexibility and extensive features make it a worthy investment for businesses ready to dive in fully.
Their powerful CRM capabilities are beyond any other similar system out there. The ability to customize it to meet our needs and automate a lot of the workflows are key points that lead me to enjoy using this product.
It is on the pricier side of the spectrum. Setting it up and customizing it can be complex, so it is important to learn the product beforehand and performing some trial and error.