Salesforce Sales Cloud Review

It has custom fields and custom reports which can align to our business objectives and marketing focus


What is our primary use case?

  • Business development
  • Account management
  • Sales governance
  • Lead management
  • Forecasting
  • Onboarding new reps 

How has it helped my organization?

  • Predictive sales data
  • Account/territory governance
  • Lead management
  • Marketing/sales synergy 

What is most valuable?

It has custom fields and custom reports which can align to our business objectives and marketing focus. 

What needs improvement?

  • Auto clean for duplicate leads, accounts, and contacts needs improving. 
  • When importing from other apps, it gets messy. 

For how long have I used the solution?

More than five years.
Disclosure: I am a real user, and this review is based on my own experience and opinions.
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author avatarJana Baumann
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