Salesforce Sales Cloud Review

We have automated many of the manual sales processes. I'm waiting for the improvements to the UI which are coming.


What is most valuable?

The core features as well as the ability to extend them using ‘click-vs-code’ configurations to drive workflow activities.

How has it helped my organization?

We have been able to automate a large portion of the manual processes for our sales activities.

What needs improvement?

We know that User Interface improvements are coming, as well as improvements to reporting and dashboards.

For how long have I used the solution?

I have been using Salesforce for four years.

What was my experience with deployment of the solution?

It is possible to use or configure the system in a way that can ‘slow it down’, but deployment, stability and scalability are some of the best features of Salesforce.

How are customer service and technical support?

The technical support is the one area that Salesforce needs the most improvement. They are slow to respond, and in many cases you don’t get the help you need. There are different levels of support based on the license agreement, so make sure you know what you are getting, but don’t expect fast results except for the most basic questions.

Which solution did I use previously and why did I switch?

A different solution was used several years ago and was called Goldmine.

How was the initial setup?

The initial setup is very straightforward, and consists of many of the same considerations for any move to a CRM solution. However, the ability to configure Salesforce Sales Cloud is much faster.

What about the implementation team?

We did use a partner for the implementation, but have not used them since. I would highly recommend that you have someone on the team who is close to a salesforce solution/technical architect. They don’t need to be certified, but they should have a track record for successful project management and understand the salesforce technology stack.

What's my experience with pricing, setup cost, and licensing?

Negotiate during the end of the Salesforce year. You will get the best pricing. Review the licensing options to align it to your needs. And ask for help from people you know who are like your company and using Salesforce.

Which other solutions did I evaluate?

We did evaluate other CRM solutions as well such as Microsoft CRM.

What other advice do I have?

Follow good practices for comparing it, don’t over customize the standard functionality, make sure you understand how you would use it based on your sales processes and which ones you should/could change.

**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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