Salesforce Sales Cloud Overview

Salesforce Sales Cloud is the #1 ranked solution in our list of top Opportunity Management tools. It is most often compared to Vlocity: Salesforce Sales Cloud vs Vlocity

What is Salesforce Sales Cloud?

Salesforce Sales Cloud is the most widely used of sales tools and sales automation software, speeding and streamlining all phases of sales from lead management to analytics and forecasting. Thanks to Salesforce Sales Cloud, more than 100,000+ customers and 2 million subscribers worldwide can manage people and processes more effectively, pursue more business in less time, and close more deals.

Salesforce Sales Cloud is also known as Sales Cloud, SFDC, Salesforce.

Salesforce Sales Cloud Buyer's Guide

Download the Salesforce Sales Cloud Buyer's Guide including reviews and more. Updated: May 2021

Salesforce Sales Cloud Customers
Coca-Cola Enterprises, Kuoni Global Travel Services, Financial Times, Just Eat, Jobsite, H.R. Owen, PlayerLayer, O2, DMGT, Philips, Xtreme.ie, Business Stream, Remote Asset Management, Dialogue Group
Salesforce Sales Cloud Video

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Account Executive at Slashdot Media
Real User
Top 10Leaderboard
We use it for the full sales cycle and email marketing

What is our primary use case?

Email marketing Full sales cycle CRM to record everything.

How has it helped my organization?

You must have a process and record everything to automate and keep track.

What is most valuable?

Learning how to generate specialized reports. The more metrics and understanding of functionality, the better.

What needs improvement?

If you don't have sysadmin rights, you can be hamstrung doing many things manually and one at a time.

For how long have I used the solution?

Less than one year.
‎Senior Account Executive at a tech vendor with 501-1,000 employees
Vendor
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.
Find out what your peers are saying about Oracle CRM vs. Salesforce Sales Cloud and other solutions. Updated: May 2021.
501,151 professionals have used our research since 2012.
Functional Consultant at a manufacturing company with 1,001-5,000 employees
Vendor
Every department contributes to the revenue numbers through the use of this tool

What is most valuable?

The Sales Cloud platform The Service Cloud platform

How has it helped my organization?

It has touched every spectrum of our organization regardless of the roles the various department plays. Every department contributes to the revenue numbers through the use of this tool.

What needs improvement?

Improving reports/dashboards is needed. It is quite good, but taking it up a notch would be beneficial for the whole team.

For how long have I used the solution?

I have used it since 2009, so six years.

What was my experience with deployment of the solution?

There have been no issues with the deployment.

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

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 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.
Salesforce certified system admin at a cloud provider with 51-200 employees
Vendor
You get what you pay for and whilst the enterprise version is not cheap, its worth every penny.

What other advice do I have?

Spend as much time as you can scoping your needs and understanding what you want to achieve today, next year and in 2 years time. I am really happy that Salesforce gives admins and developers access to the latest release in their sandbox (test environment) weeks before the release. This gives you a chance to evaluate and become familiar with the new release features. The new interface Lightning is an important and extensive makeover that is even slicker and leaner than the existing interface
Sales manager at a construction company
Vendor
In different tabs, you can track accounts, leads, and opportunities with one click. It's more expensive than other CRM services.
IT Leader at a tech services company with 1,001-5,000 employees
Consultant
Simple, intuitive, user friendly software with certain challenges in digitizing complex business processes around CRM

What other advice do I have?

I strongly recommend it for a small to mid size company.
Principal Oracle CX Cloud Consultant at Rapidflow Inc - Supply Chain, Logistics, PLM, Cloud
Consultant
The bulk edit page is nice for creating multiple users at once with the most basic information.
Salesforce certified system admin at a cloud provider with 51-200 employees
Vendor
It's allowed us to move away from sharing documents and use it as a single source of information for our organization.

What other advice do I have?

It is not a perfect solution to all needs but is certainly an ideal solution for most. Prepare an extensive needs analysis - ensure that Salesforce can deliver the solution you need.
Technical Associate at a computer software company with 501-1,000 employees
Vendor
In addition to the basic data model, it allows developers to customize the platform according to their business needs.

What other advice do I have?

You can try Salesforce as a free developer version (with lots of limits). You can contact me at vishal_kdn@yahoo.co.in for any kind of help and advice.
Marketing & Sales Manager at a retailer with 51-200 employees
Vendor
It gives us visibility into tracking opportunities and interactions with customers.

What other advice do I have?

To use it in the most beneficial way for your organization, be sure to find a company that is familiar with the product for the integration.
Salesforce/CRM System Administrator at a individual & family service with 501-1,000 employees
Vendor
We use it for fundraising, grant management and volunteer management.

What other advice do I have?

You generally have two routes to go when implementing; you can hire a vendor to do the work for you, or you can invest in/hire a staff member/team to learn the platform, gain expertise and implement internally. In the non profit space, I heavily favour the second option as I think investing in some staff time to learn this is great and there is an amazing community to support the process.
Salesforce Service Cloud Certified Consultant at a consultancy with 51-200 employees
Consultant
The most valuable features for us are Visualforce and Apex, Process Builder, and Knowledge Base.

What other advice do I have?

Start with a small group of users, and take care with user adoption. Salesforce has a great Customer Community where the users can add their suggestions and ideas.
Managing Director at Aprika Business Solutions Pty Ltd
Consultant
We find the email to case functionality helps simplify the process for our clients when submitting support requests.

What other advice do I have?

Don't hesitate - if you're looking at using Salesforce.com, you're on the right track. After a few months, you'll wonder how you managed without it. In terms of implementation, I would strongly recommend engaging a consulting partner, it doesn't have to be Aprika. They can bring real value add to the project and ensure the system is set up to support user adoption. Engaging staff from various parts of the business in the initial implementation is also a key ingredient to successful adoption.
Managing Member at Christiano Ferraro Consultancy, LLC
Consultant
It's helped to reallocate marketing spend to more effective lead-generating activities. The built-in information indexation with standard and custom fields provides control in manipulating data.

What other advice do I have?

CRM deployment is part of a bigger strategy to centralize your data. By mapping out all the area data enters and exits first with requirements for each point, you can assess if Salesforce is the right fit properly.
Contract Salesforce Consultant at a computer software company with 1,001-5,000 employees
Vendor
The ease of customization makes every Salesforce implementation like a strand of company DNA. This can be a top-tier solution for companies who utilize the product with best practices.

What other advice do I have?

The ease of customization makes every Salesforce implementation like a strand of company DNA. This can be a top-tier solution for companies who utilize the product with best practices. On the other hand, some companies who have a weak IT department or just are not ready to integrate their business with Salesforce should hold back! This is because the needs of a very young business will undoubtedly change again and again, and when a company takes their Salesforce system along for that roller-coaster ride, the company growing pains leave scars on the system. This causes some people to resent…
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 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
Independent Contractor at a tech services company with 51-200 employees
Consultant
It has allowed the Sales Directors to have better visibility about pipelines, but sale items for complex-solution sales needs improvement.

What is most valuable?

Sales reports Graphics

How has it helped my organization?

It has allowed the Sales Directors to have better visibility about pipelines and working deals.

What needs improvement?

Sale items for complex-solution sales.

For how long have I used the solution?

We've used it for a year and a half.

What was my experience with deployment of the solution?

No issues encountered.

What do I think about the stability of the solution?

No issues encountered.

What do I think about the scalability of the solution?

No issues encountered.

How are customer service and technical support?

We haven't needed to use support as we have a specialised partner.

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

We used an alternative solution but it…
IT Director at a retailer with 51-200 employees
Vendor
We have automated many of the manual sales processes. I'm waiting for the improvements to the UI which are coming.

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.
Technical Lead, Data and Business Intelligence at a tech vendor with 501-1,000 employees
MSP
Our sales team can manage and track their workloads and pipelines easier, although there are minute details to deal with during implementation.

What other advice do I have?

Cloud computing is the future. Many companies are jumping on the Salesforce bandwagon as it integrates and works well seamlessly with other cutting edge technologies.
Independent Consultant at a tech consulting company with 51-200 employees
Consultant
The free customer service isn’t so useful, but that is mitigated by the huge number of consultants, YouTube videos, and KB articles.

What other advice do I have?

Hire someone to help, even if you just hire them to spend a few hours pointing you in the right direction. Make sure you’re ready to use the product, Salesforce provides pretty good resources for evaluating this. However, the big thing you need are leaders who are asking the important questions and who will give staff time to devote to setting up and using the product. Without those two things, it doesn't matter who you hire or how much money you spend, you won’t be successful.
Senior Consultant with 51-200 employees
Real User
Could add more options to customize the user interface but has sped up development and delivery within the organization.

What other advice do I have?

If seeking help, make sure that the people who will work on your project are certified (don't merely ask if they are certified, ask for a list of their certification numbers prior to agreeing with their statement of work). There are companies that assign junior people to your projects and bill them as senior consultants. Expect to pay $200+/hour for HIGH quality consultants - if less than that, you may not getting high quality and may end up paying more in the end for the rework or the costs associated with a inadequate implementation. Start with smaller, short term projects and add…
Consultant with 51-200 employees
Vendor
Highly customisable CRM system - ever expanding feature set can be daunting

What other advice do I have?

Think about the Reports you want to run before you begin configuring Salesforce. Otherwise you may find you configure the system in a way that is incompatible with the Reports and Dashboards you need
Sales with 501-1,000 employees
Real User
Very satisified with this solution but alarms for overdue tasks needs improvement
Senior Technical Product Marketing Manager at SnapLogic
Real User
Leaderboard
SFDC makes it easy to provide sales enablement content to the field
As a Technical Marketing Engineer, I use Salesforce.com (SFDC) to provide marketing approved solution briefs, links to videos, and presentations to our sales engineers in the field. They can access the materials from anywhere and I can manage version control. Pros: SFDC is a great tool as an up-to-date content repository and tracking tool It's easy to find materials and preview for relevance before downloading The system provides pretty snappy responses time uploading and downloading materials Cons: The ramp up time takes awhile to get everyone using it instead of just handing off materials as an attachment Making registration for users easy is important otherwise the slow-to-change folks might never log on
CTO with 51-200 employees
Vendor
5 Rules for Getting the Most Out of SalesForce
In business the fittest survive. And if you want to go beyond surviving to thriving, you have to get the most out of your processes and systems. Given the ubiquity of Salesforce, how do you make sure you’re getting more out of it than your competition? Here are 5 rules for driving outstanding results from Salesforce. Assure Data Reliability Assuring data reliability is easier said than done. Here are the nuts and bolts behind this rule. Data consistency is king. Therefore, you need to design with as many drop-down fields as possible rather than leaving it open ended. Each of these fields becomes your standard Saleforce lingo. Otherwise you end up with a jumble of data that you can’t consolidate. For example, if you have an open text field titled “Product Type”, some reps will…
Consultant at a tech services company with 10,001+ employees
Consultant
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…
CIO with 201-500 employees
Vendor
SAAS solution, easy to deploy globally, easy to...
Sales at a tech vendor with 1,001-5,000 employees
Vendor
Easy to understand and logical GUI. Flexible and...

Valuable Features:

Easy to understand and logical GUI. Flexible and easy to use report wizard and exports

Room for Improvement:

Difficult to manage data quality over time
Sales with 51-200 employees
Vendor
Intuitive and easy to customize. But the mobile app is lacking
CTO at a healthcare company with 51-200 employees
Vendor
Flexible, fast, robust. Missing SQL-like query analytics.

Valuable Features:

Great flexibility Fast tools to get up an running Robust measures to guarantee quality of service and development

Room for Improvement:

No free SQL like Query Analytics tool (you are limitied to a certain amount of tables you can include in a query/report)
VP of Development at a marketing services firm with 51-200 employees
Vendor
Although expensive and can be hard to adopt, there's a clear reason that Salesforce is an industry behemoth in the CRM world.

What other advice do I have?

Overall, I would recommend Salesforce, as it's an industry leader and integrates well across multiple platforms. However, it is expensive, and took a long time for my team to fully adopt Salesforce and to use it without having any issues.
Developer at a financial services firm with 501-1,000 employees
Vendor
Excellent cloud

Valuable Features:

Simple cloud interface for CRM systems. Easy to integrate a wide range of data integration tools.

Room for Improvement:

Backend database is not compatible with all SQL standards. Slow while loading bulk data.
Sales at a tech vendor with 51-200 employees
Vendor
Salesforce - Best of Breed, but Overkills to a Point

Valuable Features:

Lots of functionality and it is a customizable interface.

Room for Improvement:

There is TOO much functionality and it is far too complex. Not a user-friendly interface with overkill features that diminish the point of having the system in the first place.