Salesforce Sales Cloud Benefits

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

From the company perspective, the benefits would be the quicker return on investment, especially into the sales and service model. It's great for any company deeply into the sales and service model. In terms of investing in Salesforce, which could be Sales Cloud or Service Cloud, two of the offerings that come from Salesforce, the biggest win when I reach out to customers is showcasing to them the quickest way to ROI.

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David Hitt - PeerSpot reviewer
Account Executive at Alertus Technologies

Utilizing tasks is truly the most effective approach. Thus far, my priority has been diligently following up on tasks, ensuring timely callbacks after conversations with individuals, and meticulously documenting detailed notes about the progress of each account. These notes serve as a comprehensive file that captures all relevant information regarding ongoing interactions and developments.

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AT
Software Engineer - Technical Lead at a financial services firm with 10,001+ employees

Sales Cloud has accelerated the business process. It has helped generate more revenue and close deals faster.

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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.
768,415 professionals have used our research since 2012.
JK
Head of Technology & Change Management at My Muscle Chef

In my company, we have very manual backend disparate systems, but the good news is that through Salesforce—not only the Sales Cloud, but the Commerce Cloud—our customer-facing experience is best-in-class with this solution. We give all our customer service and sales teams a shared view of every one of our customers. Obviously, there's all the analytics and now the AI business analytics. 

It easily integrates with different ERPs, so we are now, in a progressive manner, implementing an ERP across a large food manufacturing business. There is no down time to the customers because the backend will implement this in terms of finance and operations, but the frontend and sales experience for customers is unaffected because Salesforce is basically ERP standalone, ERP agnostic.

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

The solution has provided our company with a common platform, a common process, and has created a common skill set, and institutional awareness of major transactions. It's provided easier audit for opportunities, deal reviews, and automation features for reporting. 

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

The product offers sales best practices. If I establish a funnel and I've got four salespeople, and the average conversion rate of new leads is 18% and one person's at 30%, I could ask them what they're doing and I could get them to show me their pitch. Then I could teach the other salespeople to imitate them. I could quickly look at that in the forecast year and go, okay, I don't know what that person's doing, however, they're converting to the stages at a higher rate so let's ask them what they're doing and then orient all the other salespeople to follow that best practice. That way, all numbers could go up as well.

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PS
Salesforce Consultant at Amdrodd Technologies

Sales Cloud in particular is a very, very powerful tool, and we can build on top of the existing platform for the requirements each company has. So if there is a particular workflow that we need to build, particular validation, or there is a particular scenario that we need to capture which is not there in Salesforce, or not in the inbuilt system -- then Salesforce is a very powerful tool that helps us to build that through tools like Process Builder or Flows, or even write code to achieve these scenarios. It's a very dynamic system.

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JN
Business Development Manager at Fraser Valley Office Systems

It's fast. It's accurate. I can access it anywhere. I can log calls live, keeping the information fresh in my mind. It has really helped expand our customer base.

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AB
Director at ABN PRO LTD

There are many benefits to Salesforce. It allows companies to know who their customers are, how much they spend, then relate that to earlier purchases so that a company can focus their efforts where necessary. You can also determine how sales staff are working against their targets and whether they need assistance.

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AP
Salesforce Functional Consultant at Realdolmen

No installation of software, or security updates. Easily working together with colleagues.

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Sue Bhuvane - PeerSpot reviewer
NetSuite Senior Consultant / Solution Architect at Plative
GG
Team Lead at a tech services company with 201-500 employees

The main way the solution has improved the organization is by giving a good understanding of how the salespeople should be tracked, how to restructure their work. Normally salespeople can be disorganized, so we have people who do something which is very difficult to track. However, some people won't do anything until the deadline is tomorrow. So all of the directions, all of the processes should be tracked and sales will give you the understanding. If a salesperson is working to discover a relationship with a client and is trying to sell something, it can be very easy, very intuitive, with very few fields. 

Then you can see if something is moving on or still at the same place for months or even years. You can easily identify it by creating the opportunity and seeing whether you made progress or not. As long as you understand how it should be tracked, the only thing is left to go to sales and say that you expect anything you do to be reflecting this in a certain record, and either I see the progress there, or I can see there's no progress at all. You can say that you're doing something, but if I do not see it within the system, it does not exist.

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it_user379737 - PeerSpot reviewer
Salesforce/CRM System Administrator at a individual & family service with 501-1,000 employees

We use Salesforce for every aspect of our business and it improves efficiency and gives us one source of truth when it comes to organizational information. Everything from fundraising to volunteer management goes through Salesforce!

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it_user348273 - PeerSpot reviewer
Managing Member at Christiano Ferraro Consultancy, LLC

It's driven comprehensive decision making by associating marketing spend with the lead source to revenue generation from completed sales efforts over an extended sales cycle.

Also, the information indexation is fantastic and this facilitates a comprehensive understanding when you need to correlate marketing spend with sales efforts to ascertain ROI. This helped to reallocate marketing spend to more effective lead-generating activities that contributed to higher ROI. Information indexation of the tool facilitates associating ROI by lead source which won opportunities for sales.

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it_user222417 - PeerSpot reviewer
Independent Consultant at a tech consulting company with 51-200 employees

I’ve worked with about 30 nonprofit organizations implementing Salesforce. I’ve seen it answer questions that are key to an organization’s strategy, e.g. Does our program work? Which people does it work best for? Where is the revenue coming from? How many people are we serving today/this week/this month/this year?

In addition, it saves hours a day for staff members who track donations, volunteers, etc.

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it_user81639 - PeerSpot reviewer
Senior Consultant with 51-200 employees

It has sped up development and delivery within the organization.

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

Salesforce highlights what are we selling in different regions and which regions or areas offer opportunities. We are able to view sales by month, quarter or year.

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AD
Salesforce Consultant at Wipro

I'm a consultant, so I don't implement Salesforce for myself, but for my customers. I need Salesforce to be valuable for my customers. Because if not, the project will not be a success. In every project, it's very important to define the KPIs. But if you define well the KPIs with your customers, Sales Cloud will improve the organization. 

For one customer, Sales Cloud helped him to save two FTE. I don't know the English word for that, but it's like two times of 2% a year. So you save two-incomes per year using Salesforce because your employees are going faster.

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

It enabled them to centralize the location of all the information. For example, everyone could enter the lead information in the central location, and then the higher management had a high-level overview of all the leads that came in. They could see how long it was taking to process leads and close them from the time leads come in. It keeps track of the close date as well. 

You can set up automation for following up and sending emails to the rep when the leads first get assigned. You can also run automation where if there is no activity on a certain lead for 30 days or so, the lead owner gets the notification. 

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

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. 

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

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

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JD
Analyst at a tech services company

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.

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

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.

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it_user341313 - PeerSpot reviewer
VP of Operations at Rhymeo LLC

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.

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it_user369165 - PeerSpot reviewer
Managing Director at Aprika Business Solutions Pty Ltd

We run our entire business in the cloud and Salesforce.com sits at the heart of our solution stack. We have a subscription based model for our products, such as Mission Control, Mercury SMS and InteliMail. We've integrated Salesforce.com with eWay, an online payment gateway to automate our monthly billing process.

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

An integrated approach to CRM always helps in streamlining activities across all the departments. We have been able to better our response times, reduce our sales cycles, and have increased overall sales revenue. Similar results have been observed for all our customers who have implemented and adopted SalesCloud in the right manner. 

We have developed a module for integrating our digital marketing tool with Salesforce. The campaign ROI monitoring ability has helped us to increase our marketing effectiveness to a great extent.

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it_user128490 - PeerSpot reviewer
IT Leader at a tech services company with 1,001-5,000 employees

User Adoption has improved a lot resulting in improvement of Data quality & ROI of Software.

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EE
Salesforce consultant - IT manager at Gegobyte Ltd

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.

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it_user378351 - PeerSpot reviewer
Sales Operations Manager at a financial services firm with 51-200 employees

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.

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JK
Account Executive at Slashdot Media And Dice Inc.

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

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it_user149529 - PeerSpot reviewer
Salesforce certified system admin at a cloud provider with 51-200 employees
  1. The entire organisation is now on the same page, with one source of truth.
  2. Forced people to become compliant in reporting and updates - if its not in Salesforce it did not happen.
  3. No more "versionitis", data, reports all in once central place.
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it_user149529 - PeerSpot reviewer
Salesforce certified system admin at a cloud provider with 51-200 employees

We have moved away from sharing docs and now everyone is on the same page with only one source of truth.

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it_user361212 - PeerSpot reviewer
Functional Consultant at a manufacturing company with 1,001-5,000 employees

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.

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it_user320526 - PeerSpot reviewer
IT Director at a retailer with 51-200 employees

We have been able to automate a large portion of the manual processes for our sales activities.

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

Salesforce has made it so much easier to expedite the process of getting the information about our leads and clients. It's really sped everything up in a major way.

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it_user314100 - PeerSpot reviewer
Technical Associate at a computer software company with 501-1,000 employees

Salesforce helps in increasing the productivity, sales, lead-management process (in which every lead is tracked in an efficient manner). The users within the organization are able to track their (and their sub-ordinates') opportunity pipeline. Sales managers have the tools, real-time tracking and instantaneous feedback are by far the best methods and hence they can give more energy to selling and immediately incorporate managers’ instant feedback with deals in motion.

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JB
CIO and Principal Research Analyst at Nemertes Research

It has allowed us to bring together functions previously spread across many other packages.

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it_user318864 - PeerSpot reviewer
Technical Lead, Data and Business Intelligence at a tech vendor with 501-1,000 employees

It helps our sales organization manage their workload, manage their sales pipeline, and our execs can track performance and perform all relevant sales functions.

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it_user90675 - PeerSpot reviewer
Sales with 501-1,000 employees

Salesforce helps me very well organizing my daily tasks and shows me an overview what I have reached every day or offers me reports which can be easily created and saved for my personal way of working.

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it_user375510 - PeerSpot reviewer
Marketing & Sales Manager at a retailer with 51-200 employees

It gives us great visibility into tracking opportunities and interactions with customers through email and phone conversations.

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it_user378165 - PeerSpot reviewer
Salesforce Service Cloud Certified Consultant at a consultancy with 51-200 employees

Our productivity and capability to solve and anticipate problems in the Call Centre team increased at least 50%.

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it_user82785 - PeerSpot reviewer
Consultant with 51-200 employees

Automation of routine emails, centralisation of data, standardisation of company processes, on demand access to reports and dashboards, 360 degree view of customer records and history.

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reviewer823218 - PeerSpot reviewer
‎Senior Account Executive at a tech vendor with 501-1,000 employees
  • Predictive sales data
  • Account/territory governance
  • Lead management
  • Marketing/sales synergy 
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it_user334860 - PeerSpot reviewer
Independent Contractor at a tech services company with 51-200 employees

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

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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.
768,415 professionals have used our research since 2012.