Sarthak Swain - PeerSpot reviewer
Salesforce Developer at a tech services company with 201-500 employees
Real User
Plenty of functionality, user-friendly, and highly customizable
Pros and Cons
  • "We can also customize Salesforce Sales Cloud to our customer's company requirements. As for your demand, you can customize it. There are so many configurations we can do with the application. There is a lot of functionality that you can implement. It's an easy-to-use, user-friendly, and secure platform."
  • "The solution is secure. However, they could always improve on security."

What is our primary use case?

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.

What is most valuable?

We can also customize Salesforce Sales Cloud to our customer's company requirements. As for your demand, you can customize it. There are so many configurations we can do with the application. There is a lot of functionality that you can implement. It's an easy-to-use, user-friendly, and secure platform.

The solution updates frequently, approximately every three months. It stays updated.

What needs improvement?

The solution is secure. However, they could always improve on security.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for approximately four years.

Buyer's Guide
Salesforce Sales Cloud
April 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
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What do I think about the scalability of the solution?

The solution is scalable.

We have approximately 150 users using this solution in my organization.

How are customer service and support?

I have used the support from Salesforce and I am satisfied.

I am a Salesforce certified administrator and Salesforce Certified Developer.

How was the initial setup?


There are two implementations. You can either install it on your mobile on iOS, or Android platforms and on the desktop in the web-based platform. In the web platform, you can easily log into your organization and you can see your customers' data. Additionally, this can be done on mobile platforms. You can receive all those notifications.

It takes time to set up the organization as per your requirement. However, using the application does not take a lot of time. It is easy to use.

What about the implementation team?

I do the implementation of the solution.

We have 50 users who work on the deployment process of this solution.

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

There is a license required to use this solution and the price is expensive. It could be reduced.

What other advice do I have?

I would highly recommend this solution to others.

I rate Salesforce Sales Cloud a nine out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Salesforce CRM Lead at a non-tech company with 1,001-5,000 employees
Real User
Features like automation and visibility help us work more efficiently
Pros and Cons
  • "One of the most valuable features is the automation of Sales Cloud. It gives us the ability to easily—without the use of coding—create automation in order for us to do our work a lot more efficiently, whether it's notification reminders or certain automatic processes. There are a lot of things that Sales Cloud can do that, in my opinion, make everyone's jobs a whole lot easier and give them the visibility they need when they require it, when talking to customers and prospecting. It makes the account management process easier as well."
  • "Sales Cloud could be improved with more training. In general, the training is very good, but you have to really seek out some good options in order to upskill yourself. Another thing, which could also be a benefit, is that Sales is very customizable. If you move from one organization to another, you can see your Salesforce as before, but their Sales Cloud may look completely different from what you're used to. It's not like Microsoft Excel or Trello, where the layout and all the functions are the same. Because it's so customizable, I feel like there is a bit of a learning curve when you inherit another Sales Cloud instance. To be honest, I think that's the beauty of Salesforce because you can customize it so much to fit your needs as a company. It follows your processes and use cases in order for you to get the most out of the system itself."

What is our primary use case?

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. 

How has it helped my organization?

The number one benefit of Sales Cloud is the visibility of accounts. Before, when people were communicating by email, for example, things could get lost in translation. Whereas, now, we can centralize all communication to a specific account. We can then tie it in and create follow-up tasks—based on what we call the chatted posts—on the actual records themselves. Communication has definitely been a lot more centralized, and it gives everyone the visibility needed on their accounts, whether it's on their desktop or even their phone, on the mobile app. 

What is most valuable?

One of the most valuable features is the automation of Sales Cloud. It gives us the ability to easily—without the use of coding—create automation in order for us to do our work a lot more efficiently, whether it's notification reminders or certain automatic processes. There are a lot of things that Sales Cloud can do that, in my opinion, make everyone's jobs a whole lot easier and give them the visibility they need when they require it, when talking to customers and prospecting. It makes the account management process easier as well. 

What needs improvement?

Sales Cloud could be improved with more training. In general, the training is very good, but you have to really seek out some good options in order to upskill yourself. Another thing, which could also be a benefit, is that Sales is very customizable. If you move from one organization to another, you can see your Salesforce as before, but their Sales Cloud may look completely different from what you're used to. It's not like Microsoft Excel or Trello, where the layout and all the functions are the same. Because it's so customizable, I feel like there is a bit of a learning curve when you inherit another Sales Cloud instance. To be honest, I think that's the beauty of Salesforce because you can customize it so much to fit your needs as a company. It follows your processes and use cases in order for you to get the most out of the system itself. 

The other thing I believe Salesforce could improve on is the file storage system. Salesforce is very good for its account management processes and automation, but when it comes to file storage, it could use a bit of work to rival that of something like Microsoft OneDrive or SharePoint. With that being said, there is a lot of integration with a tool called Files Connect, which allows you to connect to SharePoint or OneDrive, so it's not an issue moving forward, but it's something that they could improve. 

An additional feature we would like to see is better integration. A lot of software is already very well-integrated with Salesforce, directly as well, but I think that because we use SAP, we would like to see more of a direct link. We have one via a third-party solution, but I think that integration should eventually be a lot easier without the use of a third-party. For now, it's still very manageable, though. 

For how long have I used the solution?

I have been using Sales Cloud for eight years now. 

What do I think about the stability of the solution?

The performance is very good. Every now and again, there may be something up with the system, but Salesforce is very transparent when it comes to these issues. 

Sales Cloud requires maintenance three times a year, so you need to be ready for when the product launchers come. 

What do I think about the scalability of the solution?

This solution is definitely very scalable. We work in a multinational company—in Australia, we have approximately 70 people using Sales Cloud, but we use Salesforce in the other countries as well. In total, I'd guess there are around 2,000 people who use it. Our sales team uses it maybe 30% of the time because a lot of our main selling processes are still external. Given that our organization has a mature customer base, this is the way things have been done for a long time. We're translating processes bit by bit—maybe three projects a year—translating big things in order for us to do it within the Salesforce Sales Cloud CRM. We would like to get engagement up to 50-60% in the coming years, and we'll definitely see that engagement with initial projects that we're rolling out for the coming years and beyond. 

Salesforce replicated very well within multiple organizations. We've got one organization for several countries across the world, even though we've only got 70 people in Australia, and I think it will be very easy for us to use as we move forward. There are times when we need a bit more training, but I think that the onus is on them. Salesforce provides their own training and upskilling lessons called Trailhead, so they're very helpful. 

How are customer service and support?

I contacted Salesforce in my previous role and I had a really good experience. Whenever you create a case, they get back to you quite quickly a lot of the time. I previously communicated with the account executive of Salesforce and they were very helpful with their processes. If they can't help us directly, they're more than happy to lead us in the right direction. So far, it's been a great experience. 

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

I don't have previous experience with similar products—I've only really worked with Salesforce. 

How was the initial setup?

Just last year, I deployed this solution with my current company. It was a bit challenging to translate our current business processes into Salesforce. We have about 80% of the functionality that we used to—for example, copying and pasting from an email into a Word document or Excel is a lot easier than copying and pasting it into Salesforce. There's not that like-for-like translation. 

There were three people involved in the deployment process and it took about 18 months.

What about the implementation team?

We implemented Salesforce through an in-house team. 

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

They're the best in the business, so I think their business model is definitely based on that. The cost is worthwhile, to me, and I think it's fair because of the customization capabilities. However, small organizations that are just starting out might struggle to pay for something additional like this, so they might have only one or two. You pay per license with this sort of solution, as well as any additional benefits. They have what they call managed packages, some of which are free, but some you have to pay for. My understanding is that Salesforce is a little bit expensive, but in terms of the efficiencies, automation, and visibility, I think it's definitely value for money. 

What other advice do I have?

The advice I would give to someone looking into implementing Salesforce is to know the business inside and out—that would be what they call a functional consultant—because a lot of processes can be translated easily enough without the use of coding. For us, it took about 18 months of scoping in order to get the best process moving forward. The implementation can be as easy or as difficult as you want it to be. If you translate all your processes together, then I think it will be more difficult, but you essentially have to give a bit in order to take.

I recommend engaging with an experienced Salesforce consultant or partner in order to get the most out of the system because if you're doing it yourself, it might get a bit overwhelming, especially if you don't have any CRM experience. Just know that almost anything is possible with Salesforce. A lot of the companies I used to work for were built on Salesforce and all opportunities—revenue-driven processes—were driven through Salesforce. It's easily done, especially within the e-commerce and tech software industries. Sales Cloud is very applicable, but make sure to engage a partner who is experienced in rolling out Salesforce. There are partners who specialize in the education sector, F&B, etc., so you have options. 

I rate Salesforce a nine out of ten. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Salesforce Sales Cloud
April 2024
Learn what your peers think about Salesforce Sales Cloud. Get advice and tips from experienced pros sharing their opinions. Updated: April 2024.
769,976 professionals have used our research since 2012.
Storage Sales Excutive at a computer software company with 10,001+ employees
Real User
Helpful for forecasting and having information at your fingertips, but the process for getting information accurately into the system could be improved
Pros and Cons
  • "It is nice to have the install base information at your fingertips when you look up a company."
  • "We have a very broad set of products at our company. The process to get that information accurately into the Sales Cloud system could use improvement. It shouldn't take weeks of time. The process of identifying products that are being sold for forecasting purposes and sales tracking purposes is too hard."

What is our primary use case?

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.

How has it helped my organization?

It helps the company, or at least executives, with forecasting.

What is most valuable?

It is nice to have the install base information at your fingertips when you look up a company.

What needs improvement?

We have a very broad set of products at our company. The process to get that information accurately into the Sales Cloud system could use improvement. It shouldn't take weeks of time. The process of identifying products that are being sold for forecasting purposes and sales tracking purposes is too hard.

We're starting to prepackage new product builds that address replacing the install base. If we can get that to be really smooth, it would be great. If a storage array is going to end of service/life, I am looking at something that not only tells me that but also says, "You should replace it with this, and here's the build for it." This way, you don't have to go through the process of throwing up what the new array would look like to get it over to the customer.

For how long have I used the solution?

I have been using this solution for two years.

What do I think about the stability of the solution?

I don't really have problems with it. It seems to work when I access it.

What do I think about the scalability of the solution?

I don't perceive any problem from where I sit. 

We probably have 5,000 people who are using this solution. They range from salespeople to management. It is being used extensively. I don't know what the corporate plans are to expand its usage.

How are customer service and support?

I did not contact their support.

What other advice do I have?

I would rate it a five out of 10. The reason is that I'm not using it for myself. I'm using it for other people to get information because I have to do it for my job. It helps me with that, but it is not particularly useful for me in my sales tracking.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Analyst at a tech services company
Real User
Allows our team to track important information such as the conversion of leads and opportunities
Pros and Cons
  • "Different leads and fields can be utilized inside of Salesforce, using the Sales Path to follow those specific leads, and what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface."
  • "Applications that can help with migrating data over from the sandbox to production would make it easier because sometimes change sets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production."

What is our primary use case?

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.

How has it helped my organization?

Sales Cloud really helps to point out different numbers for our company in terms of what converts or what doesn't. Different leads and fields can be utilized inside of Salesforce, using Sales Path to follow those specific leads, and it demonstrates what leads convert over into opportunities. The leveraging of fields help to track progress on the user interface. I think that's fundamental, especially for users or individuals that don't know how to use Salesforce. It's easier to track. The page layouts are pretty good for users as well, to track those numbers.

What is most valuable?

I would say Sales Path is something that I do like to use to track leads and opportunities. It's a pretty cool feature to use inside of Sales Cloud. Different fields inside of Sales Cloud have pretty cool features in Salesforce too.

What needs improvement?

There are different applications that can definitely help leverage Salesforce when it comes to data management. Importing and exporting different applications can be used to help that process. 

In addition, applications that can help with migrating data over from the sandbox to production would make it easier because sometimes changesets can be bulky and they're not always as effective. This can be frustrating when you make a lot of changes and try to put those changes into production.

Sometimes uploading and making changes to processes can be a little slow.

The implementation of automated processes could be a little bit better understood.

What do I think about the scalability of the solution?

It is a scalable solution. 

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

We previously used a Microsoft platform. 

How was the initial setup?

It wasn't easy. The difficulty was in tracking the changes that were made inside of the Sandbox, and then trying to put all the changes into a changeset into production. There were certain fields that you needed to have inside the changeset that wasn't there, so it made it a hassle to deploy.

It took a couple of days to deploy. 

What about the implementation team?

It was implemented in-house. There were about three people that were involved with deployment.

What was our ROI?

We track changes inside of the platform and they are major programs that help the non-profit to run and complete their mission and vision. 

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

Salesforce Sales Cloud is reasonably priced. 

What other advice do I have?

I would recommend getting assistance from people that know what they're doing in Salesforce. They should get a good idea of what the client wants and take it from there. 

I would rate it an eight out of ten. The implementation of automated processes could be a little bit and better understood.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Salesforce Administrator at a tech services company with 201-500 employees
Real User
Customizable, highly scalable, and responsive support
Pros and Cons
  • "Salesforce is such a widespread software in terms of what it can do and its scope. Theoretically, you can run a whole company off of it. There are many valuable features, such as reporting and analytics. You can customize almost the whole environment is what appeals to so many companies the most."
  • "I would love Salesforce to keep on committing and building out what they call flows. It's their point-and-click version of coding. You don't have to be a coder to create essentially what a developer would have to normally, which is a great feature, but it could still be improved upon."

What is our primary use case?

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.

How has it helped my organization?

Salesforce Sales Cloud has helped our organization by giving it the flexibility to customize our products to fit tiers of products. There are many timing and automation features that have given us control over some of the very unique business processes.

What is most valuable?

Salesforce is such a widespread software in terms of what it can do and its scope. Theoretically, you can run a whole company off of it. There are many valuable features, such as reporting and analytics. You can customize almost the whole environment is what appeals to so many companies the most.

What needs improvement?

I would love Salesforce to keep on committing and building out what they call flows. It's their point-and-click version of coding. You don't have to be a coder to create essentially what a developer would have to normally, which is a great feature, but it could still be improved upon.

For how long have I used the solution?

I have used Salesforce Sales Cloud within the past 12 months.

What do I think about the stability of the solution?

Salesforce Sales Cloud is reliable.

What do I think about the scalability of the solution?

The scalability of Salesforce Sales Cloud is one of their biggest advantages.

We have a little over 150 employees using it Salesforce Sales Cloud. There are probably 10 of us that use the backend. We have five of us that are dedicated Salesforce developers and administrators and an additional five that you would call super users, who have a lot of permissions because they were very close with us, and we trust them. The rest of the workforce is more client-facing in different parts of the organization. We are the development team, they are part of who we support.

The leadership team is very dedicated to increasing the use of Salesforce, whether it's adding another cloud or adding more people to my team. Recently we added approximately 30 brand new users. this can happen again at any time.

How are customer service and support?

Salesforce is such a large company, they have three feature releases a year. They're constantly addressing issues. However, their responsiveness could be better at times. I do not have many complaints and they have very good customer service when we developers need it.

Overall the support is very good. The responsiveness can vary, but nothing that has displeased me and they will always see the job through. They're very dedicated to filling those types of quotas. They can be very responsive when a case has been open for a while.

The delays we faced are more of a corporate issue, but if you contact them individually, you receive much better service.

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

I have always used Salesforce, I am a Salesforce specialist. However, the company I work for might have used something else previously but I am not sure about that.

How was the initial setup?

The implementation of Salesforce Sales Cloud is straightforward because it does not matter who you trained with to receive your Salesforce certifications and work in the industry, you know the deployment process. Everyone tends to know that it can be clunky, it can be frustrating, but at the same time, it's not exactly a broken system by any means.

The time it takes for the deployment depends on the size. We work in sprint cycles, we do it every two to three weeks. It depends on the size of that particular sprint. When it comes to deploying and then testing to make sure it's already it will never be more than an hour and a half.

The deployment tool could use a lot of work. However, when compared to everything else they're doing, it feels it's more left on the side, they prioritize the newer features.

What about the implementation team?

My whole team and I, do deployments together or at least after we finish our assignments. There are about five of us at the moment. We have both developers and administrators, who all come together, and we complete whatever needs to be deployed all at the same time.

We always need someone dedicated to regular maintenance. I would imagine it's no different than any kind of another software environment of the size of Salesforce. You always want to have someone dedicated purely to making sure everything is working all right.

What was our ROI?

When it comes to dollars and cents, I couldn't tell you what that return on investment is. What I can say is that as we've grown out and increased automation, and over the past six months we have seen a very noticeable improvement.

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

I've seen the prices for Salesforce Sales Cloud, but I haven't been the one to handle the money. As someone who's only visually looked at the price, I would imagine it's on the pricier side, but they do have a ton of leverage, and seeing that everyone I've worked for has always been dedicated to continuing Salesforce. I've never worked for anyone who has threatened to leave. Everyone has accepted the pricing for what they offer.

There are additional feature costs but licenses are definitely the most expensive, but once you add or talk to your account representative about more individual features. We're talking about Salescloud, and if we wanted to add Servicecloud, that would be much more reasonably priced than us asking for 50 new licenses. Licensing is where they make most of their money.

What other advice do I have?

The three companies I've worked for who have all used Salesforce, they've never by any means brought up the idea of moving to a competitor. Everyone's been happy on a macro scale of what the product has brought to their firms.

I rate Salesforce Sales Cloud an eight out of ten.

They can always improve and, if 10 other people in my position were asked about features they could improve they would bring up different answers. They do release a lot of features three times a year, every year. They're listening to customers, but sometimes you have to be more persistent than you'd hoped for them to listen.

Which deployment model are you using for this solution?

Private Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer: Partner
PeerSpot user
PeerSpot user
Consultant at a tech services company with 10,001+ employees
Real User
Can Salesforce replace your corporate intranet?

In the company I work for, QuestBack, we always strive to implement and adapt new enhancements and functionality that is released in Salesforce. Whenever we can streamline and move business processes to this platform, it increases our Salesforce.com ROI in addition to providing all employees with fewer separate systems and places to log in. A while ago, I was asked by the management team if Salesforce could replace our current intranet solutions.

This post is based on a talk I gave at Salesforce’s Social Enterprise event in Oslo in April 2012. See the slides from this presentation here.

Chatter – great for collaboration, but…

Over the last years, Salesforce have launched lots of interesting functionality when it comes to building up a social enterprise, including Chatter that enables collaboration and communication directly within the CRM platform. Being aware of this, the management team challenged me to explore whether this could be used as a replacement for our corporate intranet. While a lot can be solved with out-of-the-box functionality in Salesforce (Chatter, CRM Content for Document management, Chatter profiles for employee directory etc) , we discovered a number of shortcomings when using it for a more traditional intranet:

  • Lack of news and article functionality - While Chatter is all about posting status updates, questions and attachments, we needed a place to post more traditional, longer texts, e.g. management news and updates that could contain pictures, links and other elements within the same article.
  • No front page – Chatter is all about feeds and push notifications. We have the need to have an intranet front page, where editors can sort and select top news and articles and where we can have links to important functionality (both within Salesforce and external systems) in addition to be able to show important metrics (e.g. dashboard components for total sales etc.)
  • Lack of placeholders for static content – Our company have a wide variety of static content, e.g. routines for bug handling, travel expense guidelines, HR policies etc. We needed functionality to store this (not as documents and attachments), but rather static HTML pages (“Articles”) in a tree structure based on departments (e.g. Sales, Admin, F&A etc.)
  • Missing blog functionality – Related to the above, we want to empower employees and departments to produce more extensive content than Chatter updates allow.

In addition to this, we miss something that could tie all the great elements together, e.g. one point to click to get a total overview of employees, news, feeds, documents etc.

CRM + Intranet= Like?

We often see that intranets are a system detached from all other business systems in the company, a simple placeholder for static information and some corporate news.  But does it have to be like that? More than 80% of of our employees are already working within Salesforce everyday, with sales, customer support, billing or marketing. Why not blend these tasks with the more traditional intranet information? By linking information from Salesforce, like information on closed deals, marketing campaigns and Q&A’s from support with news on the intranet and cross-team Chatter collaboration, you truly unleash the power of the two information sources. In addition to this, you may see that merging these will be mutual beneficial for adoption of the two systems.  

Closing the gaps

Before starting, I did a lot of research on the web to see if people have been doing similar things within Salesforce. As far as I could see, not much have been done in this intersection between Salesforce and more traditional intranets. Some good discussions on Linkedin and the other great Salesforce communities provided us with good ideas on how to progress, and we connected with Fluido Ltd. to discuss the technical requirements and what it would take to meet our requirements.

We are currently in the progress of developing and rolling out our new corporate Salesforce-based intranet. We want to blend the out-of-the-box functionality with our company specific needs and we need to develop solutions that closes the gaps discovered in the above paragraph. The fundamental idea will be to develop one intranet homepage that displays all relevant information and links for the employees. Supporting this, we have developed Chatter-enabled objects for news, articles and blogs.

Key features of the front page will be:

  • “News for all” section with news available for all employees, e.g. Management updates or other corporate news.
  • “News for you” that is news based on your role in the organization (as defined on the user profile). This ensures that employees only see relevant information, e.g. sales news for sales reps or Norwegian news for all employees in our Oslo office.
  • Chatter feeds will be visible on the front to make the front appear more dynamic and updated, in addition to providing the user with the latest news from any object he/she subscribes to.
  • The right menus populated with real-time updated Salesforce data. In our example, we extract information about Global Sales current quarter, recently closed deals and top Sales reps current quarter.
  • At the bottom of the front page, we have external feeds from our media monitoring service, twitter feeds in addition to a corporate calendar (Salesforce object).
  • In addition to all this, we will take the standard Chatter functionality into extensive use: Chatter profiles will be used as the corporate employee directory, Chatter groups will be used for collaboration for teams and groups and Salesforce CRM Content will be used for all documents, including any customer facing material that will be tagged with extensive meta data to ease sales reps job of finding relevant and updated documents.

Moving forward

This is a work in progress project, and we are currently working with the great guys at Fluido Ltd. to develop the Visualforce pages and structures needed to put this in place. In addition to this, we are working to extract information from the old intranets and place them in the new information structure (with Chatter groups, news, blogs and static articles). The next point on the agenda will also be to create a Chatter/Collaboration roll-out strategy, which I will save for my next blog post to discuss.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
it_user341313 - PeerSpot reviewer
VP of Operations at Rhymeo LLC
Vendor
Appexchange packages help to quickly hit requirements, but the reporting functionality is much more a query engine than a true reporting module.

What is most valuable?

  • Quick go-to-market with a sales process
  • Utilization of the "platform as a service" features of Salesforce
  • Appexchange packages help to quickly hit requirements
  • Robust feature set when considering all the Salesforce packages - Sales Cloud, communities, Service Cloud etc.

How has it helped my organization?

I've implemented a Saleforce solution at a hedge fund where we were immediately able to connect the marketing and customer relations department for tracking up-selling opportunities.

By building on the Salesforce platform, we were able to work through potential data problems such as tagging financial advisor owned accounts separately from individual investor accounts, bringing much needed granular tracking of the new money subscription opportunities.

What needs improvement?

The reporting functionality of Salesforce is much more a query engine than a true reporting module.

Salesforce have made some great strides towards addressing this deficiency with the advent of the analytics cloud, but it still needs improvement for customers not paying for the additional service.

For how long have I used the solution?

I've been consulting on the platform for five years. I have implemented it at Rhymeo as a customer and currently utilize the platform at another client.

What was my experience with deployment of the solution?

Being forced to run through all test classes to deploy to production has always been a concern for organizations that are apex heavy and need the ability for quick, impromptu deployments. Some “quick deploy” features are incredibly helpful for organizations trying to meet this requirement.

What do I think about the stability of the solution?

One look at their website will show you the incredible stability of this product.

What do I think about the scalability of the solution?

Scaleability has never been in doubt.

How are customer service and technical support?

Premier support has always been incredibly helpful when solving problems.

However, the true benefit of the salesforce community comes from the helpful users that are constantly contributing to the Salesforce support forums.

You’re usually always a quick Google search away from advice to solving a problem.

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

While consulting for the platform, we were always brought in to assist with implementation after vendor analysis.

How was the initial setup?

Good consulting on the platform is the key to a straightforward vs. complex implementation.

Users are always reluctant to change so managing expectations and involving business users very early in development is the key to success. The robust configurability vs. code allows implementers the ability to demo early and often to business users. Lightning and process builder are taking this to a welcome new level.

What about the implementation team?

Always via a vendor team. Speaking to experienced implementers when planning the release schedule for Salesforce manages the risk that integration inevitably always brings forth.

What other advice do I have?

Spend as much time with Salesforce customer success managers as possible. The wealth of Salesforce accelerators and their solution engineers have built help show the potential features of Salesforce early in the planning stage and go a long ways to a smoothful project planning and execution

Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Aha Lin - PeerSpot reviewer
Field Sales Representative , Enterprise at Google
Vendor
Top 20
Useful modules and reliable
Pros and Cons
  • "The most valuable features of Salesforce Sales Cloud are code hub management and sale opportunity management."
  • "Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information."

What is our primary use case?

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

What is most valuable?

The most valuable features of Salesforce Sales Cloud are code hub management and sale opportunity management.

What needs improvement?

Salesforce Sales Cloud overall is too complex. There is too much functionality, it's hard for the user, at the beginning. It takes a lot of time to update the information.

For how long have I used the solution?

I have been using Salesforce Sales Cloud for two years.

What do I think about the stability of the solution?

Salesforce Sales Cloud is a stable solution.

How are customer service and support?

I have not contacted support. Our company has its own support.

How was the initial setup?

My company installed the solution Salesforce Sales Cloud. I was not involved.

What other advice do I have?

I rate Salesforce Sales Cloud an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.
Updated: April 2024
Buyer's Guide
Download our free Salesforce Sales Cloud Report and get advice and tips from experienced pros sharing their opinions.