Salesforce Sales Cloud Primary Use Case

SP
Salesforce Technical Architect at a healthcare company with 10,001+ employees

I help implement solutions for customers like retailers and the automotive industry. It's used typically to help them with the cold sales process and help them go digital as much as possible into the cloud solutions. That's where we recommend Salesforce solutions based on the discovery we do with customers. We help implement the Sales Cloud platform for the customers. It's a software as a service primarily.

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Vimal Bhardwaj - PeerSpot reviewer
Deputy Manager, Information Technology at Greenpanel Industries

Salesforce Sales Cloud has lots of features and capabilities since it allows you to create multiple applications related to business processes and create multiple lighting web components. The tool has multiple new technologies to build applications according to business processes.

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David Hitt - PeerSpot reviewer
Account Executive at Alertus Technologies

We leveraged Salesforce Sales Cloud to perform a range of activities, starting from initial prospect calls, follow-ups, and demo scheduling, to generating quotes, managing accounts, and tracking all the way through to final sales. This comprehensive solution also facilitated any necessary follow-up tasks associated with the sales process.

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Buyer's Guide
Salesforce Sales Cloud
March 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,857 professionals have used our research since 2012.
AT
Software Engineer - Technical Lead at a financial services firm with 10,001+ employees

My use case includes account management, opportunity management, forecasting, lead management, products and pricing.

We store driver information in the account objective. We have also developed an application for technology consulting clients who sell hardware. Software products can be tangible or intangible-like services. We use the product object to store the products.

When there are multiple types of servers, like database servers or application servers we store and use attributes of the server, like the size of the server and whether it's scalable or not.

We use the asset object after the product is shipped to the customer. Price list items and price lists are used for price management that handles pricing across multiple countries. We also use is the charge types and subscription-based models. For example, if you have purchased an internet subscription for one year, your charges could be a monthly, quarterly, half year or yearly.

For our premium customers, they receive discounts. This could be tiered discounts based on the data consumption or the initial discount in the amount of 5%, 10% or 15% based on the type of customer.

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JK
Head of Technology & Change Management at My Muscle Chef

It's really the field sales mobility and alignment with the customer-service functions, so Service and Sales Cloud alignment through Salesforce.

We use the SaaS version. Predominantly, it's pipeline management and Salesforce optimization. We are a smaller company, so there are about 80 users working with Sales Cloud.

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Prince_Kumar - PeerSpot reviewer
Salesforce Release Engineer at Cognizant

We use Salesforce Sales Cloud for lead management, contact and account management, sales forecasting, collaboration, and workflow automation.

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KA
Director of Logistics at a computer software company with 10,001+ employees

I am a salesman with a systems integrator we use Salesforce Sales Cloud as our CRM solution.

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Prince Barai - PeerSpot reviewer
Back End Developer at Agnos Inc.

We used Salesforce Sales Cloud to build a solution in the healthcare industry, where customers can log in and see patient's health data and a couple of related inferences. They can also see the previous encounters we had with their provider.

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DW
Managing Director at a consultancy with 10,001+ employees

We use the solution for opportunity identification, pipeline management, and forecasting. Those are primarily the areas.

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IP
Freelancer at Freelancer

We use the solution for CRM and to monitor customers, projects, and sales. We are using Salesforce Sales Cloud as a forecast platform. The solution forecasts the current data, current project stages, and the probability of it happening or not happening.

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DO
Managing Director with 51-200 employees

Salesforce Sales Cloud is used to track and manage businesses sales. The solution can manage the sales team and evaluate how effective their tools have been. It can determine if they are delivering value. 

The sales team populates all their activities on the Salesforce Sales Cloud. We have been given the number of calls to make to new customers that have come in, to track the prospective customers, and many other aspects will be captured. You are able to make direct calls to the customer from inside Salesforce Sales Cloud. We are able to link Salesforce Sales Cloud with a voice-over IP that can make direct calls to customers. The solution is highly versatile and it's integrated with our ERP solution of the company. When the potential customer becomes a customer, it does populate instead of having to start putting new things in the ERP system. It has good compatibility between the CRM, the Salesforce Sale Cloud, and our ERP system.

We try as much as possible to look at how loyal has the customer been. We have some of those KPIs that are coming out from the use of Salesforce Sales Cloud. It's a very great tool that the organization is using to track their business, sales team, sales, and effective management of the customers.

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KG
Independent Security Consultant/ Virtual CISO at Galbraith & Associates Inc.

I primarily use the solution for persuing sales. You can follow up on opportunities very easily when you use it. I also use it for case tracking.

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Kees Koenen - PeerSpot reviewer
Solution Professional at Red Hat

Since Salesforce Sales Cloud is a CRM solution, we use it for keeping contact information, opportunity management, sales planning, and accounts planning. We also use the solution's AI functions.

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Adam Gazzaz - PeerSpot reviewer
Strategic Deals Consultant - Service Provider at Cisco

We are using Salesforce Sales Cloud to create opportunities and tickets. We are updating the information and running reports.

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PS
Salesforce Consultant at Amdrodd Technologies

I am a Salesforce consultant for multiple clients, and we have different scenarios wherein the Salesforce Sales Cloud has been used. Use cases include different scenarios and different industries, so from banking to automobile industries, to NGOs, nonprofits too.

One use case is for a client in the automobile industry. There is a sales process, sales funnel, that has been built for the particular company, according to the region. When there is a lead that comes into Salesforce, according to the region, they will be assigned to a particular salesperson. If the lead is converted, then an opportunity has been created and the opportunity is nurtured through Salesforce. There are different tasks that will then be allotted to the particular salesperson in each opportunity stage.

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JN
Business Development Manager at Fraser Valley Office Systems

I'm using it to track opportunities and keep track of customer relations.

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MK
ICT Manager at ZSCO

We have a partnership with Salesforce. In addition to that, we have fully implemented Salesforce for one of the biggest automotive companies in Baghdad, ZSCO. There are some other companies that give support to and implement Salesforce for them in Iraq. 

We have implemented Sales Cloud to create leads, accounts, opportunities and workflows. We have API integration with our central and PBX, so it's fully integrated. 

In addition to that, we are dependent on Salesforce Enterprise Edition. We have some users who use Platform and some of the users are using Lightning, but usually we are using the Enterprise Edition for Salesforce in our implementation. It is more flexible and more capable to cover many activities. 

Salesforce is not used for financial things. It is not for inventory. It is not for financial activities or operation. It is for CRM, customer relation management.

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AB
Director at ABN PRO LTD

I am a consultant and deliver the build for Salesforce to our customers. The company has a partnership with Salesforce and I'm the director. 

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KR
Sr. software integration engineer at a pharma/biotech company with 1,001-5,000 employees

I use Salesforce Sales Cloud to customise order management and tracking. We also use it for revenue recognition, billing and analytics. Salesforce is our primary CRM.

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PrasathSrinivasan - PeerSpot reviewer
Client-Partner at a computer software company with 1,001-5,000 employees

Our use case within the organization covers the entire cycle from lead generation, demand planning, and opportunities to realization and closure. For our clients, Salesforce is used more to plot the cycle from products to cash and lead to revenue. They mostly build offers and pricing quotations in the Salesforce environment through their field marketing agents.

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BH
Directeur Grands Projets at a energy/utilities company with 10,001+ employees

Salesforce Sales Cloud is used because it is requested by our customers and colleagues.

For the moment, I only know one CRM, and it's Salesforce Sales Cloud. 

I don't use it directly, I am a business unit director. For me, Salesforce is used because I need information about the customers and sales.

Salesforce Sales Cloud is used to collect address information and sales revenue about our customers.

We provide this solution to our clients.

Our clients only enter the data to follow the project.

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AP
Salesforce Functional Consultant at Realdolmen

The primary use case is if you want to update old legacy systems and go into a more mobile way of doing business. One of the main competitive advantages of this solution is that it already offers an 85% solution (out of the box), and you can modify it if you wish.

Salesforce does not offer anything on premise. It's always in the cloud.

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GG
Team Lead at a tech services company with 201-500 employees

Our main use cases for the solution are B2B directions, some presale activities, and some of our service manager activities, which are mainly requests for supplies, certain products.

We do re-house implementation, sales calls for our B2B segment, so it's business to business. We are actually covering all of our sales interactions with our clients within Sales Cloud, just trying to keep the information in one place and all of the activities, according to the sales cycle, within the Sales Cloud, within the certain records inside Salesforce.

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Masashi Kimura - PeerSpot reviewer
Senior Sales for CloudHealth Japan (First Sales) at VMware

We use Salesforce Sales Cloud for customer engagement, CB2, marketing, and forecasting tools.

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PW
Prysmian Group at a manufacturing company with 10,001+ employees

I'm using it for the selection of sale pipelines, project opportunities, and sales analysis.

I'm using its latest version.

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AH
Salesforce developer

We are using Salesforce Sales Cloud to develop sales processes. For example, from the lead creation, submitting the contract, and sending the contract via DocuSign for the user to sign it. We use principle objects, such as opportunity, lead, account, and contact, and some process automation to automate the process of sales.

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EA
Product Owner at a tech services company with 1,001-5,000 employees

I use the tool for a company with which our company used to work in the past. I used the backup and archiving capabilities of the solution.

My company generally uses the tool for all kinds of use cases. For a particular case of our company's customer who needed us to deal with the areas of archiving and backup, we used Salesforce Sales Cloud.

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Isidro Sada - PeerSpot reviewer
Asana Lead Manager at Izei Consulting Group

We use Salesforce for lead management, opportunity tracking and sale tracking. It provides insight into what has been sold and a forecast for future opportunities.

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Ricky Hale - PeerSpot reviewer
Lead Sales Engineer at Lumen Technologies

We primarily use Sales Cloud to process internal requests from field sales and operations.

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Ajeet Mishra - PeerSpot reviewer
Strategic Sales Manager at Onnivation

It's a centralized dashboard for all our in-house information.

We used to have all of the data in Excel sheets, but with the CRM, we can have all of the information in one place. You have access to all your deals, and all the information is visible to everyone in the company. You don't have to ask each employee to share individual sheets with you. Instead, what Salesforce does is that it gives everybody access to all the information on the dashboard.

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AD
Salesforce Consultant at Wipro

My current use for the solution is in implementing it for a company that sells services. The aim is to use the Sales Cloud to track all the existing accounts of my customer.

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Olaf Dölz - PeerSpot reviewer
Senior Solution Engineer at Winshuttle

This is a cloud solution. Within my company, we have around 150 users.

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CC
Senior Salesforce Consultant at a marketing services firm with 11-50 employees

A client was running the sales and marketing operations in a spreadsheet, and they wanted to have everything in one place. So, they migrated to Salesforce, and we helped them out with:

  • Creating the object structure
  • Mapping their objects with native Salesforce objects
  • Putting together the page layout for the team
  • Adding the data from the sheet into the instance

In terms of deployment, it was on the Salesforce cloud. The users had to log into it through a browser.

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Sarthak Swain - PeerSpot reviewer
Salesforce Developer at a tech services company with 201-500 employees

Salesforce Sales Cloud is a CRM-based platform, it is used for customer relationship management.

In Salesforce we store the customers' data and we are managing those customers' data. You can connect with your customer easily and you can securely store your customer data in the best environment. Salesforce Sales Cloud is one of the best companies that is providing CRM applications.

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AH
Salesforce CRM Lead at a non-tech company with 1,001-5,000 employees

My primary use case of Sales Cloud is for account management. It's usually used by the sales teams, to organize our accounts and actually target certain accounts, to push certain products over to them. We have it linked with our current ERP platform, SAP, to give us visibility on invoices and products, what we call pack sizes, where we can build reports that help the sales teams do their jobs more efficiently. We also use it to create call cases, which is our product complaints process. 

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JB
Storage Sales Excutive at a computer software company with 10,001+ employees

We are primarily using it for tracking sales opportunities. Our company has done some things where we've plugged in some resources that it taps into, such as some databases of install base and LinkedIn information about different influential executives that we might reach out to. Those are probably the three primary things that I use.

I assume I am using the latest version.

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JD
Analyst at a tech services company

I use Sales Cloud quite often through an apprenticeship I am doing at a non-profit organization. I do utilize Sales Cloud often, and practice using Trailhead. I also use Sales Cloud with the Nonprofit Success Pack, or anything pertaining to that. We also make use of the Education Data Architecture. I have used Sales Cloud in the past as an administrator.

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RC
Salesforce Administrator at a tech services company with 201-500 employees

We use Salesforce Sales Cloud for keeping track of both clients and employees on different levels, whether they're client-facing or they're more behind the scenes, such as myself.

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Aha Lin - PeerSpot reviewer
Field Sales Representative , Enterprise at Google

Salesforce Sales Cloud is used for many things, such as opportunity, pipeline, and code hub management.

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ND
Director - Enterprise Applications at a computer software company with 501-1,000 employees

Salesforce Sales Cloud is mostly used for partner lead management.

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DP
Consultant at a tech consulting company with 1-10 employees

I am fundamentally a consultant to businesses exploring CRM solutions. My first choice, subject to the customer's budget, is Salesforce. At my office, we have been using Salesforce primarily for lead management, sales cycle management, renewal management, and sales performance management. We have also integrated it with our help desk and our HRMS. 

We use the Salesforce Platform edition with 300 objects which gives us a phenomenal ability to develop specific functionalities that we need for our unique requirements.

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Jose LuisGonzalez - PeerSpot reviewer
Territory Manager at Dynatrace

We use this solution for opportunity and account management, contact management, quoting, marketing and for registration of events.

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MADHAV CHABLANI - PeerSpot reviewer
Consulting Chief Information Officer at Tippingedge

It is used almost entirely by the organization to connect with clients and patients.

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KS
Delivery Manager at kbtg

Salesforce Sales Cloud is used for selling, tracking leads, verifying customer information, scheduling appointments, visiting customers, and costing leads.

Open the case to the back end for something that cannot be done in the front end. Perhaps we have a case open to the back end.

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HJ
Senior Director Product Management at a computer software company with 51-200 employees

We use Salesforce for the sales funnel from prospects to leads.  

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EE
Salesforce consultant - IT manager at Gegobyte Ltd

My main use case for this solution is for the sales and marketing team to gather leads and convert them to accounts. Using Salesforce, they gather information and log calls, texts, and meetings. We also use Salesforce to set up price books.

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MA
Marketing & Sales Services at a pharma/biotech company with 201-500 employees

The solution allows us to download figures and track client progress. It's very clear and enables us to create certain diagrams and charts for analyzing the figures. 

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Luís Silva - PeerSpot reviewer
Chief Technical Lead at Human Code

I mainly use this solution for optimizing sales and sales teams. 

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SR
Regional Sales Manager at a tech vendor with 501-1,000 employees

We use the product to prepare quotations.

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WO
Commercial & Enterprise Account Executive, Sub-Saharan Africa at New Relic Inc

I use Salesforce Sales Cloud for managing opportunities. I also go through leads on it. I also use it for managing the revenue generated from my book of business. I also use its dashboard.

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JK
Account Executive at Slashdot Media And Dice Inc.
  • Email marketing
  • Full sales cycle
  • CRM to record everything.
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AdemolaOlamide - PeerSpot reviewer
Business Development Manager at Computer Learning centre

We use Salesforce Sales Cloud for management assistance and for CRM.

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MK
Principal Solutions Architect- Enterprise Applications at a tech services company with 1-10 employees

We primarily use the solution for managing our organization's leads and our customer accounts.

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MM
Account Executive, Enterprise at a tech vendor with 501-1,000 employees

We're using it for tracking sales opportunities and networking with prospects that we're trying to establish business with.

We're leveraging Salesforce's cloud, and we're logging in with our own individual IDs.

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KR
Implementation Engineer at a tech vendor with 201-500 employees

My primary use of Sales Cloud is for reporting and ticketing - whenever a customer sends an issue by email, the ticket is created based on the email itself. We also use the Einstein Analytics feature to see how many deals are open or closed and the status of each customer's tickets.

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CB
Recruiter at a recruiting/HR firm with 51-200 employees

Generally speaking, Salesforce is for tracking all the processes within the company. We use Salesforce to keep track of candidates and provide an overview of what's happening in the company. It can also tell you what your colleagues are doing. 

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JB
CIO and Principal Research Analyst at Nemertes Research

We primarily use this solution for CRM, process automation, and our operational database.

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BL
E-Commerce Business Partner at a tech vendor with 501-1,000 employees

It is for normal CRM usage. We are using it to manage our contacts and customer-related information.

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JV
Business Manager - Managed Services & IT Consulting at a tech services company with 201-500 employees

My primary use case is for business opportunities, following sales and pre-sales actions, and contacting customers.

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reviewer823218 - PeerSpot reviewer
‎Senior Account Executive at a tech vendor with 501-1,000 employees
  • Business development
  • Account management
  • Sales governance
  • Lead management
  • Forecasting
  • Onboarding new reps 
View full review »
Buyer's Guide
Salesforce Sales Cloud
March 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: March 2024.
768,857 professionals have used our research since 2012.