Delivery Manager at kbtg
Real User
Good reporting for tracking as well as costing leads, and it scales well, but it is expensive
Pros and Cons
  • "Salesforce Sales Cloud is a stable solution."
  • "I would like to see a more affordable licensing model."

What is our primary use case?

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.

What is most valuable?

For a user, it's okay.

What needs improvement?

The cost could be lower. I would like to see a more affordable licensing model.

For how long have I used the solution?

I have been working with Salesforce Sales Cloud for four or five years.

We are using the latest version.

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What do I think about the stability of the solution?

Salesforce Sales Cloud is a stable solution.

What do I think about the scalability of the solution?

Salesforce Sales Cloud is scalable but requires additional licenses. At times we cannot scale for some users because of the license, and the cost.

We have more than 100 users in our organization.

How are customer service and support?

I have not contacted technical support.

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

We use RPA products in our organization such as Kryon.

I believe, is from the user's perspective, in our bank, the user will be the, and not the developer; we empower the user in the operation to try to record robotics by themselves, not the IT team, or the developer. As a result, the user can show the client because it is simple to use for any user.

How was the initial setup?

I was not involved in the initial setup.

What about the implementation team?

The vendor handles the maintenance of the solution.

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

We pay a yearly subscription fee.

What other advice do I have?

I'm not sure about Salesforce, but the user side is similar to an app with this solution. That is acceptable from an IT standpoint. Actually, I'm not involved in this project very much, so I'm not sure what the issues are. I'm only in charge of RPA, not CRM, so I'm not sure.

I would rate Salesforce Sales Cloud a seven out of ten.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
PeerSpot user
Senior Director Product Management at a computer software company with 51-200 employees
Real User
It integrates well with Excel, and the reporting features are good
Pros and Cons
  • "Salesforce's user interface is easy to use, and the reporting is good. It worked well with Excel, so I was okay with it. I don't know about integration with any other software because I didn't have to deal with them."

    What is our primary use case?

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

    What is most valuable?

    Salesforce's user interface is easy to use, and the reporting is good. It worked well with Excel, so I was okay with it. I don't know about integration with any other software because I didn't have to deal with them.

    What needs improvement?

    I didn't use Salesforce too much, so I can't say much about it because I don't think it would be very accurate.

    For how long have I used the solution?

    I don't have much experience with Salesforce. I've used it for about a month or so. Most of my experience is on the sales side, not the service parts. 

    What do I think about the stability of the solution?

    Salesforce is stable. I didn't notice any hangups.

    What do I think about the scalability of the solution?

    We had about 50 sales and marketing people working with Salesforce. 

    What other advice do I have?

    I rate Salesforce seven out of 10. 

    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.
    Salesforce consultant - IT manager at Gegobyte Ltd
    Consultant
    Flexible and scalable with great customization
    Pros and Cons
    • "Suitable for all sizes of organizations."
    • "Amount of storage provided is limited."

    What is our primary use case?

    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.

    How has it helped my organization?

    Salesforce has been very useful during the COVID-19 pandemic, as its database contains all our customer history, so we were able to maintain our customer relationships.

    What is most valuable?

    The most valuable feature Sales Cloud provides is that it allows teams to convert leads to opportunities and accounts. We can use its forecasting feature to tell us the expected sales volume and its target feature to see how the pipeline is forecasting. The dashboard also allows managers to monitor their teams' performance.

    What needs improvement?

    An area for improvement would be to open the door for other partners to develop interfaces for software integration. In addition, the amount of storage provided is limited, so the product is less cost-effective when working with larger amounts of data.

    What do I think about the scalability of the solution?

    This solution is very easy to scale, thanks to the processes builder and the automation process builder. We can scale and customize the solution as we want, according to the business.

    How are customer service and support?

    I'm very satisfied with the technical support.

    How was the initial setup?

    The initial setup was fairly complex as there is a full cycle of operations to consider when deploying.

    What about the implementation team?

    I implemented through an in-house team.

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

    There are a variety of licenses available depending on the customer's needs. Implementation and add-ons may be additional costs.

    What other advice do I have?

    Salesforce is very flexible and provides developmental tools in case you have special requirements. I think this is a very, very good product that can help many organizations to achieve success, and that is suitable for all sizes of organizations. I would recommend not going with every feature, as this is a wide and flexible product, so get to know the product before implementing it. I would rate this solution as ten out of ten.

    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
    Marketing & Sales Services at a pharma/biotech company with 201-500 employees
    Real User
    Stable, easy to install and performs great
    Pros and Cons
    • "The best features of the solution are its performance and stability."
    • "The licensing price could be cheaper."

    What is our primary use case?

    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. 

    What is most valuable?

    The best features of the solution are its performance and stability. 

    What needs improvement?

    The licensing price could be cheaper. I have addressed this with my IT department and, apparently, we spend a lot of money. 

    For how long have I used the solution?

    We have been using Salesforce Sales Cloud over the course of the last two years.

    What do I think about the stability of the solution?

    The solution has good stability.

    What do I think about the scalability of the solution?

    As the solution is very flexible, I plan to recommend to the rest of the company, the one which is multinational, that we increase its usage. 

    How are customer service and support?

    I have not had occasion to contact technical support. 

    How was the initial setup?

    As the solution is cloud-based, its installation is straightforward. 

    What about the implementation team?

    The deployment and maintenance of the solution can all be handled within a single working environment. I am on the management side of things. 

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

    The price of the license could be more cost-effective. I understand from the IT department that we spend much money on this. 

    The subscription is on a monthly basis. 

    Which other solutions did I evaluate?

    We did not evaluate other CRM systems prior to going with the solution. 

    What other advice do I have?

    There are around 70 users making use of the solution in our organization. 

    I would certainly recommend the solution to others. 

    The solution has great performance and it makes it very easy for new people to locate information. 

    I rate Salesforce Sales Cloud as a nine out of ten. 

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    it_user378351 - PeerSpot reviewer
    Sales Operations Manager at a financial services firm with 51-200 employees
    Real User
    Adding company hierarchy makes it easy for our sales people to identify subsidiaries of existing customers.

    What is most valuable?

    The ability to easily change layouts, create customized fields and customized reports makes my job so much easier. Adding company hierarchy makes it easy for our sales people to identify subsidiaries of existing customers. The Salesforce forums are very responsive when you ask for help.

    How has it helped my organization?

    Adding customized drop-down fields and check boxes limits the amount of admin time that our sales people have to spend to keep their accounts up to date. Using Salesforce for Outlook enables our sales group to easily add emails sent and received to the account which puts all the information in one place. This allows top management to see exactly what is going on with each account without having to go to sales to get updates. Also having the ability to schedule pipeline reports to be emailed keeps the entire management team up to date on any pipeline changes.

    What needs improvement?

    I'd like to have the ability to change default values on certain fields such as the “Related To” field on the Task and Event pages.

    For how long have I used the solution?

    I've been using it for over eight years.

    What was my experience with deployment of the solution?

    The only issue we had with deployment was training the sales team on how to use it. After using ACT for so long, it took some of them quite some time to feel comfortable with it.

    What do I think about the stability of the solution?

    There have been no issues with the stability.

    What do I think about the scalability of the solution?

    There have been no issues scaling it.

    How are customer service and technical support?

    It has been excellent the few times I've had to use either customer service or technical support. For most issues I come across I use the forums which are excellent!

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

    We previously used ACT. ACT had many limitations but the biggest limitation but the main reason we switched was that ACT had limitations when it came to integrating with our accounting software.

    How was the initial setup?

    My part was straightforward. The only complex issue was integrating it with our accounting system which was handled by our CIO.

    What about the implementation team?

    We implemented it ourselves. Prior to cutting over completely, you should definitely have all of your lists (Lead Source, Industry, etc.) in place. You should also have any customized fields in place and your layouts finished.

    What was our ROI?

    We have not tracked ROI, however, upgrading to the enterprise edition gives you more options and is definitely worth the additional cost.

    What other advice do I have?

    You should definitely purchase enough data storage. If you start using above 80% to 85% of your allocated data storage, response times will decrease.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
    PeerSpot user
    Luís Silva - PeerSpot reviewer
    Chief Technical Lead at Human Code
    Real User
    Top 10
    A very stable and simple solution with most of the functionality wanted in sales
    Pros and Cons
    • "I would recommend Sales Cloud for anyone who has a sales team that needs to be optimized and for any size of enterprise."
    • "An area for improvement would be the ease of configuration."

    What is our primary use case?

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

    What needs improvement?

    An area for improvement would be the ease of configuration.

    For how long have I used the solution?

    I've been working with Sales Cloud for eight years. 

    What do I think about the stability of the solution?

    Sales Cloud is very stable and simple and has most of the functionality people want in sales.

    What do I think about the scalability of the solution?

    Sales Cloud is scalable.

    How are customer service and support?

    Salesforce's technical support could be improved.

    How was the initial setup?

    The initial setup can be very simple or very complex, depending on the business.

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

    Sales Cloud is expensive.

    What other advice do I have?

    I would recommend Sales Cloud for anyone who has a sales team that needs to be optimized and for any size of enterprise. I'd rate it as eight out of ten.

    Which deployment model are you using for this solution?

    Public Cloud
    Disclosure: My company has a business relationship with this vendor other than being a customer: Implementer
    PeerSpot user
    Regional Sales Manager at a tech vendor with 501-1,000 employees
    Real User
    Top 20
    Provides good scalability, but its user interface needs improvement
    Pros and Cons
    • "The scalability is good."
    • "There could be an option to change the price list without creating a new quote."

    What is our primary use case?

    We use the product to prepare quotations.

    What needs improvement?

    The product’s user interface could be better. There could be an option to change the price list without creating a new quote.

    For how long have I used the solution?

    We have been using Salesforce Sales Cloud for four years.

    What do I think about the stability of the solution?

    I rate the product’s stability an eight out of ten.

    What do I think about the scalability of the solution?

    The scalability is good. We have many Salesforce Sales Cloud users in our organization's sales, marketing, and back-end teams.

    How was the initial setup?

    I rate the initial setup process a seven out of ten. The deployment has certain easy steps and some complicated steps involved.

    What other advice do I have?

    I rate Salesforce Sales Cloud a seven out of ten. It is a good product for the sales team.

    Disclosure: I am a real user, and this review is based on my own experience and opinions.
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    PeerSpot user
    PeerSpot user
    Commercial & Enterprise Account Executive, Sub-Saharan Africa at New Relic Inc
    MSP
    Multifeatured CRM solution with good performance; used for managing opportunities and revenue, and reviewing leads
    Pros and Cons
    • "CRM solution that performs well. It's multifeatured, so you can use it for different activities such as managing opportunities, managing revenue, reviewing leads, etc."
    • "Salesforce Sales Cloud needs a more user-friendly interface."

    What is our primary use case?

    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.

    What is most valuable?

    I like that Salesforce Sales Cloud performs really well. I have no problem with its performance. I also find it extensible.

    What needs improvement?

    What I'm expecting from Salesforce Sales Cloud is a more user-friendly interface. It's what could be improved in the solution.

    For how long have I used the solution?

    I've been dealing with Salesforce Sales Cloud for four and a half years.

    What other advice do I have?

    I'm a salesperson and I'm using Salesforce Sales Cloud, e.g. it's what we're using in our company currently. We're using the latest version. It's a cloud-based solution.

    I didn't find any issues with the solution. I don't have any negative feedback about it.

    I'm a user, not an admin of Salesforce Sales Cloud, so I wasn't part of the process of setting it up, but I could access the solution without any issue.

    I would assume there is over 1,500 people who use the solution within the company, and it's being used extensively. I'm not aware of how many people handle the deployment and maintenance of Salesforce Sales Cloud, as I'm not involved in those processes.

    I never needed technical support for the solution, because I never had any issues to complain about.

    I'm recommending Salesforce Sales Cloud to others, without doubt.

    I would 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.