Salesforce Sales Cloud Reviews

Sales ops made easy

Pros:

Salesforce user interface is easy to work with and makes it easy to track and update opportunities.

Cons:

Sometimes the UI can get overwhelming tabs inside tabs can get difficult to know where you are.

For sales it is an excellent CRM tool

Comments: I've found it to be quite useful for prospecting, and I imagine that eventually every salesperson will be seeking for a platform as user- and maintenance-friendly as this one. The biggest issue that salesforce has helped me with is keeping track of and documenting all of the potential clients that are interested in purchasing our goods.

Pros:

I enjoy how Salesforce Sales cloud shows me the status of every deal in progress. Potentially lucrative transactions can be monitored and sorted by me. I can enter work and then generate unique reports.

Cons:

It ended up costing our company a lot of money. that was the main cause for alarm. However, it had excellent functionality. Data entry can be a burden at times.

Sloppy, sloppy, sloppy

Comments: It's bad. Everything I do, whether it be referencing info, adding info, starting a case, working a case, even closing a case now takes about twice a long. I can't beleive whatever salesmen have managed to sell this straight up,poorly made program to any company let alone all of them but it's a bad product made by people who seem to have never had a job before or done any administrative work before. Outlook is also a terrible program but can do anything Salesforce can do and better.

Pros:

Probably good for management as so much data is recorded but daily users productivity will fall dramatically as most of that data must still be recorded manually and this sloppy system does not make it easy to do.

Cons:

It really can't handle emails in an organized manner so if you use emails it will slow the process to a crawl. Simple things like reading an email takes multiple extra steps, the email is printed as all one text in a tiny window on the side, (no seperation of separate responses) double clicking text to highlight or copy will completely throw the system into chaos and CANNOT be done (indicative of poorly planned and coded system right there. Particularly one made for data collection) so never do that, the first line of an email often needs to be scrolled down to beyond a full page down only to scroll pages back up to add info needed from email to details section.Never seen or used a more sloppy and user unfriendly system I can't think of one thing in my day to day job that Salesforce hasn't made harder to access and more difficult to process. Generally speaking it is very sloppy, not user friendly, difficult to read and use compared to all other programs. Downright sloppy and slow

Salesforce helps us bring potential customers together in one convenient place

Comments: Salesforce's Sales Cloud integrates my sales. If a customer needs more time to think about whether or not to purchase our services, I can save time by returning to the previous order I put in Salesforce Sales Cloud rather than creating a new opportunity.

Pros:

I like that it can help us get our sales department more organized, that it's easy to use, and that I can save all of my leads in one place. Furthermore, because to Salesforce's popularity and scale, virtually every other tool or piece of software exists or is in the process of developing an integration with Salesforce.

Cons:

There is a steep learning curve associated with using Salesforce Sales Cloud, as it is not intuitive to novice users. Salesforce Sales Cloud's pricing structure may be out of reach for startups and other small organizations.

Salesforce is one of the best and most reliable CRM system

Comments: Using triggers, workflow rules, and approval processes, this software streamlines otherwise time-consuming activities for its users. It's also a fantastic hub for efficient data administration.

Pros:

Customers' inquiries and purchases can be monitored in real time. Users may efficiently manage their own or their company's unique perspectives by creating custom fields, processes, validation rules, etc. I doubt that I could be as productive as I am now without Salesforce. If you want to target the right people at the right time, you need a system that lets you stay on top of things and see things from your prospects' points of view.

Cons:

However, its complex price structure and the fact that businesses need modification and integerations make it too expensive for start-ups and smaller enterprises.

The robust and efficient database facilitates contact with customers

Comments: I really appreciate how flexible the system is, as each of our business segments has very specific needs. By deploying our Salesforce administrators and developers on every project, we can provide value to every sales team.

Pros:

The dashboard is my favorite part of Salesforce Sales Cloud. Its cheery hue helped us forget about the quotas we were supposed to meet. I can also attest to its ease of usage. I was concerned that there would be a lot of fields to fill out, but the system's auto-population feature quickly put my mind at ease.

Cons:

I wouldn't call it a complaint because every system has its quirks, but Salesforce's slow performance is occasionally frustrating. Given the limitations of our network and the sheer quantity of people using the internet, I suppose it is to be expected.

Sales Force: A better option than siebel

Comments: After years of using siebel, getting Salesforce was a vast improvement, the program just seemed so much more intuitive and also seems to have less issues and downtime then siebel did.

Pros:

Sales force made doing my job as a sales agent easier, the program was intuitive nd helps walk you through what you need to do. Made adding notes to files easier as well.

Cons:

I don't know if this was just the company I worked for, but there were a few steps within the program that could have easily been skipped most calls. Other than that I really have no complaints

You get what you pay for

Comments: Positive - team at SF is helpful and in tune with the goals of our business.

Pros:

It's a beast when it comes to configuring fields and objects.

Cons:

Somewhat difficult to setup and manage. Have had to purchase add-ons that integrate with SF due to the leverage it has within our org.

Perfect Sales manager

Pros:

The layouts and organization is perfect. The audit easy.

Cons:

It needs internet.. can't it be offline with periodic update

Best CRM on the market

Pros:

I think Salesforce is the best CRM on the market. What sets Salesforce apart from everyone else is its App Store and how dynamic this makes Salesforce.

Cons:

There can be a steep learning curve because Salesforce isn’t super easy to learn and user friendly right off the bat.

Saleforce is invaluable, if configured and used correctly

Comments: It is an essential tool for medium to enterprise businesses, but it has to be designed well from the beginning. Implemented properly, the executive team, operations, sales leadership, inside sales, direct sales, marketing, and more will benefit.

Pros:

HIGHLY customizable. All data fields can be pulled into reporting/dashboards. To implement properly, you have to reverse-engineer what metrics are important to your business. Once you have a comprehensive understanding of the reporting that you want to see then you can build fields, pick-lists, radio buttons, etc so you capture all relevant data. The beauty is that you are not at all limited to the out-of-the-box configuration (which is good, but generic). In the past I have built in lead sources and ROI, appointment setting quality grading, commission reporting, stack ranking, and many other highly customized reports. Start with the end in mind and then find a good implementation partner who can execute on your plan.

Cons:

Cost and support at the lower levels. Unless you have (pay for) their premium support, their customer service is not quick to act.

Alternatives Considered: SugarCRM

Reasons for Choosing Salesforce Sales Cloud: We had not purchased software assurance, and to buy a new box and upgrade, versus moving to the Cloud with all of the associated benefits, was a no-brainer.

Switched From: Dynamics 365

Reasons for Switching to Salesforce Sales Cloud: It is far and away the leader. The insight provided is critical to effectively managing a business.

Salesforce - Marketing & Lead Gen

Comments: We are using Salesforce to streamline new business leads and nurture leads into actual sales. We are able to analyze, vet, engage, and track the progress of the new leads we receive from our Facebook lead gen ads. Salesforce integrates directly into Facebook's Business Manager and automatically imports new leads in real-time. We are also able to see the cost per lead acquired and other rich insights from our Facebook and Instagram ad campaigns that get directly populated into our dash.

Pros:

Salesforce is one of the most powerful and sophisticated CRMs available. The onboarding process and demos with the reps were exceptionally helpful. The reps really took time to understand our CRM needs, our workflow process, and how we can best utilize/adopt Salesforce into our new business department to grow revenue and track progress. The tool is completely customizable and has very advanced marketing integrations within the cloud. The ability to track leads and history (who followed up and when) and add notes and assign leads to specific people makes the entire workflow so much more efficient. It's worth the price tag if you take advantages of the features.

Cons:

We wish the marketing cloud add on wasn't so expensive. There are many tools available that offer the same features such as Sprout Social and Hubspot. However, the price was a little steep for the $6,000. I also wish pricing was a bit more transparent. The discounts and contract lengths have been very inconsistent in our experience.

Alternatives Considered: Zoho CRM

Reasons for Choosing Salesforce Sales Cloud: Much more advanced features for large scale lead gen needs.

Switched From: HubSpot Marketing Hub

Reasons for Switching to Salesforce Sales Cloud: Great reviews and exceptional customer service/reps.

Big Name Big Deal

Comments: I once was a raving salesforce fan. That ship sailed. I am no longer much of a fan. The product has gotten too complicated for smaller business units. They don't need all the features. They don't need the price. The monthly cost is one thing. The set up and integration costs are huge. Can't bring myself to spend the money for that when other options are more than viable and more than competitively priced.

Pros:

I've been a salesforce administrator 3 times. At one of the companies we integrated nearly everything into salesforce. The joke was the janitor couldn't take out the trash without a salesforce entry. It does some things well. But, over the years it has become too bloated. Small companies just don't need all the functionality and costs.

Cons:

The cost has gotten too high. There are competitors on the market that do it very well for a lot less. Programming used to be pretty easy. That has gotten more difficult over the years. To the point where I am no longer a fan. I am a firm believer in CRM. I built my first CRM from scratch in 1988. There was no shrink wrap back then. But the program has gotten bloated and suffers from mission creep.

Top CRM if you know how to customize or can hire someone to

Comments: I used the platform as an employer, employee and now as a consultant. The platform is amazing as a place to store your data and make it actionable. Salesforce is constantly investing in improvements so if something is lacking, you will usually see a new feature that fills the gap in one of its release updates. And if there isn't something, Salesforce gives you enough access to the backend that you can build it/have someone build it for you.

Pros:

The ability to customize around any data solutions that your company needs is a huge benefit of the platform. And its popularity means there are integrations with most sales and marketing tools.

Cons:

The setup and implementation require a Salesforce administrator. You can navigate some things on your own but without hiring someone or finding a consulting partner to customize your applications, you won't get much value.

Alternatives Considered: Dynamics 365

Switched From: Dynamics 365

Reasons for Switching to Salesforce Sales Cloud: Salesforce has its core focus on CRM management and is definitely a leader in the space. There are definitely tools that might be more user-friendly but less powerful/scalable.

Outstanding tool for managing Sales

Comments: My experience has been great with Salesforce but then again I love managing & having access to details. I will definitely recommend this if you have a business with a sizable sales team opposed to a small startup business with a very small team. However it depends on your desire for complex data management. If you're seeking to manage details; this is for you and it's actually great doing so too.

Pros:

absolutely love Salesforce, visually it has a clean look.  I would have to say that its one of the top CRM’s out there. It's extremely integratable, customizable, and great for tracking sales and managing your leads. This is great for your business giving all users easy access to key information while at the same time you can easily see all of your client’s activity.

Cons:

It can be difficult to make changes down the road as your business evolves and changes. Unfortunately the changes can be rather time consuming. Unfortunately sometimes the load times could lag.

Salesforce Lightning Experience

Comments: Salesforce allows me to keep track of leads and where they are in the sales process. It allows users to customize their own views, although the desired view is not always available. Putting pre-set products into a quote is not hard, but printing out the quote or sending it with a title that is appropriate for a client is more challenging. Overall Salesforce is useful as all members of a sales/marketing team can see linked information, however as a pure sales tool there are better options. I can understand why larger organizations use this program however I don't think it is as flexible as needed for smaller companies/startups.

Pros:

This software allows for a very nice layout by which you can see all of your opportunities, stages of the sales life-cycle, quotes, and notes. It is very easy to customize and save reporting so you can run reports daily or weekly. With email tracking you can see how often your emails are read or if a client has even seen an email. There is a lot of connectivity with other programs such as Act-On so marketing can also see how their performance is affecting sales.

Cons:

The program is not intuitive to use. Some things like customizing reports are very simple while other things, such as printing or customizing a quote are more challenging. There are items on Salesforce Classic view which are not visible in the "better" Lightening view. Seeing daily tasks requires customizing the tasks field rather than just appearing on your dashboard as a daily list. Once a lead has been changed to an opportunity the view changes and you can no longer see tasks that you had previously set up. Notes become harder to find and this usually causes the sales team to create a duplicate account for each client which is messy and harder to keep track of.

Excellent tool but challenge to fully deploy

Comments: We did not realize the capability to interface so with our manufacturing and accounting systems. While not exhaustive, the information which can be shared between the three systems had been invaluable to our sales engineering team. It's also been a great help for sharing company wide project status for pipeline projects. One of the greatest benefits has been in sales planning. We're no longer limited to running reports from 4 systems . Salesforce allows us to quickly create pipeline reports and create punch up reports for sales team members.

Pros:

Since integration of SalesForce to our sales engineering team we have full visibility of quote, inquiry and sale pipeline activities. In previous systems these activities we're silo functions which depended on spreadsheet analysis lots of discussions and sales person memory. Salesforce has proven a great central repository and clearing House for all of this information. The linking with Outlook was a critical piece of this which we purchased from a third party.

Cons:

The front end pricing seemed ok. BUT it took a LOT of customization to get the level of user friendly interface and process integration we needed. We ended up having to expand the customization scope twice after the initial contract. So the overall cost per user and startup was much higher than budgeted.

Alternatives Considered: Global Shop Solutions

Reasons for Switching to Salesforce Sales Cloud: Installed product base Industry reputation Customization capabilities Net based App for remote access

Powerful, All in One CRM

Comments: I am a Salesforce Admin and I work in Salesforce daily. I enjoy using the CRM, I find it very easy to use and reliable.

Pros:

I like the tons of features that Salesforce has built into it. Those features are easy to use, easy to implement, and adoption rates are relatively high, even for people without a technical background (very important for sales users).

Cons:

I found Salesforce difficult to navigate when I first started using it, so it can seem daunting to new users until they get a feel for navigation. I also feel that Salesforce is rather expensive per license. I know the cost is worth it for all of the features that are provided, but still rather expensive.

Alternatives Considered: Dynamics 365

Reasons for Choosing Salesforce Sales Cloud: We needed more integration with third-party systems that we were not achieving in Dynamics CRM.

Switched From: Dynamics 365

Reasons for Switching to Salesforce Sales Cloud: We were already using Salesforce so decided to end the life of our Dynamics CRM.

The CRM worth buying

Comments: Overall, this app is something I'd definitely recommend as it has a very good system for organizing corporate activity, ease of use is very good, navigation wise it can be improved, load time is fast, and above all I haven't experienced any downtime when I was using this CRM.

Pros:

Salesforce is one awesome tool that is very useful and budget-wise that is already full of functionality to run daily tasks, organize tickets for support, reminders for important to do's whether needing immediate attention or non-urgent ones. It is also great with integrations for easier management such as with calendar apps. It has your sort functions, filters for categorizing, labeling, and disposition tagging for at a glance view. The one thing I observed about this CRM is it doesn't lag although a lot of users are already accessing the same interface, which means it has a stable platform and servers that can accommodate the bandwidth of multiple users. I can safely say that it allocates a significant storage to avoid the nuisance of pages loading slowly. Not only that, so far there are no reported issues of their database being breached or any intrusions which is very harmful for businesses and their trade secrets. It is vital since client data is the backbone of a business. I'm glad that they have established these safeguards well to make their product reliable and trustworthy.

Cons:

The only thing I noticed is it took a lot of clicks to get you to where you want to go in this CRM. For example, in opening a particular ticket, you'd have to open a preview page first before being able to open the ticket with the actual content itself. Although the site mapping was remedied internally to lessen the time of navigating from one page to another. So far that's the only downside I've encountered.

Alternatives Considered: Zendesk Suite

Reasons for Switching to Salesforce Sales Cloud: Comparing Zendesk navigation with Salesforce, the latter was a little easier compared to the former. The higher ups had also previously used Salesforce that's why it was the one being chosen as the company CRM.

Just Short of 5 Stars

Comments: I titled this review the way I did because Salesforce really is just short of 5 stars. It is essentially a sandbox in which you can build and build to your heart's content. It offers a level of customization that I have not seen in any other software to the point that you can easily get lost if you don't know what you're looking to accomplish. And regardless of how efficiently you build something, you'll always find a more efficient way to do it the deeper you dig into the system. The community and app store are impressively expansive and growing by the minute. Dreamforce, the annual Salesforce conference in San Francisco is a wonderfully unique experience and I'm thrilled to have had the opportunity to go. It's not every day that a work conference feels like a vacation. So what causes Salesforce to stop just short of 5 stars? It's the little things. There are small bits of functionality that one might consider standard in modern software that just isn't there. For example: while there are queues and public groups that are made up of Users, you cannot add Users to multiple groups at one time, say when first creating a User. Instead, one must go into the setup of each queue or group and add the user there. Not major but noticeable. Another example is with the list views in Service Cloud. It offers wonderful customization in the sense that you can add any field to the object to your list view, create buttons to take any number of actions from your list view, and add filter logic to fully tailor your list view as needed. However, you cannot currently export that list view into a CSV or Excel file. Instead, you either have to copy and paste the "printable view" into an Excel file or build a copy of your list view as a report. Again, not a major hindrance by any means but still a rather simple function that is inexplicably excluded. It is certainly pricey so there's always that consideration there. However, if you have the resources available, it is certainly worth the investment to have a fully scalable solution for all of your marketing, sales, service, and analytics needs. Despite the existence of Microsoft Dynamics, I would say that in terms of community, education resources, and development potential, Salesforce is the CRM equivalent of the Windows operating systems.

Pros:

The level of customization available through the UI without needing any coding/dev work

Cons:

Price

Salesforce is a Dream!

Comments: I use it daily. I live in salesforce and I'm in marketing. I use it to keep up with my team and to try to use chatter to highlight what is working and showcase certain accounts. I also like to follow the wins and losses to try to get a feel for where we can improve.

Pros:

Everything. I love salesforce. I love its ease of use, navigation, walk-me, training, integration, features, functionality, you name it. Chatter is my favorite feature and once adopted by organizations you see the whole organization migrate to making salesforce their homepage. I love the adaptation the teams have to it and that you can customize your dashboard so sales, marketing, integration, and other teams can all use it as they need to.

Cons:

The cost, and sometimes Salesforce does not do a good job of showing the interoperability it has. There are so many features that make it a one-stop-shop for companies large and small, but it seems if the product is sold as a sales tool, it remains that way instead of showing the integration options for marketing and other teams.

Alternatives Considered: HubSpot Marketing Hub and Zoho CRM

Reasons for Choosing Salesforce Sales Cloud: features and functionality

Switched From: HubSpot CRM

Reasons for Switching to Salesforce Sales Cloud: I went to dreamforce and was sold!

Great for reporting, but not an easy platform to learn.

Comments: If you or your team does not have the time to fully invest in training and learning the platform to a deep extent, than this software would be a waste for you. I would recommend speaking with a SalesForce consultant about the different reporting, campaigning, sales, etc. capabilities before making the investment. Though the Customer Support side of SalesForce, in terms of issue resolution, have not been helpful, the SalesForce sales team is very knowledgeable and give honest opinions on what different functions, plans, etc. they would recommend to fit your specific needs. The sales team has actually saved us money by showing us how to more efficiently manage our plan with them.

Pros:

The reporting capabilities of SalesForce, especially now that they have switched over to the new Lightning experience, are a great asset for companies looking to track business development activities. Sales funnel reporting, gain-loss reports, call/meeting/email recaps, project lists, budgeting and customer contacts - SalesForce is your "one stop shop" for all of these reporting functions! My team has also loved having the ability to sign up for monthly emails that are based off of reports they have set up within SalesForce. This allows them to track any progress, trends or issues that need to be addressed upfront. My team has also enjoyed the email campaign tracking, which works in conjunction with the Pardot platform.

Cons:

SalesForce is not an intuitive software to use and is not easily learned by all members of my team. This is what I like least about the software. Beyond that, customer support has been less than helpful. My team and I have often had to do our own research on Google and YouTube for solutions to problems the SalesForce Customer Service could not help us with. This platform takes a considerable amount of training to really be able to grasp its reporting and data entry capabilities. Beyond that, this product is not cheap! It is worth the investment for larger organizations, but I am not sure it is worth the cost for smaller companies.

Salesforce is the premier CRM in the market, and this platform offers the most ROI.

Comments: This helps my and my team realize more ROI by helping automate and report on what is necessary for us to keep recorded in CRM. The laborious tasks that team members hate dealing with can be taken care of by the Salesforce platform itself, causing less friction with management and 100% accurate reporting in CRM. Salesforce helps me keep track of my progress as an employee and offers transparency as to what I can do to improve my processes and learn to succeed to higher degrees and frequencies.

Pros:

I like all of the automation and customization available with Salesforce. It is great having access to a tool that is capable of taking so much of the human decision out of the equation so that the team members can focus on their responsibilities and allow Salesforce to do the heavy lifting. If can be tiresome to try to always remember what needs to be logged/updated when and where, and Salesforce makes reporting compliance easy for any team of any size. Customizing it offers great value as well, as there are numerous departments in every company, and we all would like to use Salesforce differently. I get to have layouts and processes that match my team, while not being bothered with those of other departments.

Cons:

What I like least is that Salesforce has sub-par support. There is a lot of complexity to their platform, and because of that, a lot of questions arise. The team at Salesforce, even if you pay for premier support, is not all that responsive or helpful. There is a lot that they themselves don't necessarily know and maybe have to track down the appropriate internal resources to get the answers. Another thing is that Salesforce seems to neglect very important features requests from Salesforce Ideas posts. Clients are offering their feedback and suggestions firsthand, but certain requests that would benefit every company (such as being able to sort reports by more than just a single field) get left in the dust for UI updates to try to wow or entice new clients. Salesforce definitely has a direction of its own, and although they do build new and helpful aspects to the tech, you are on their wagon wherever they choose to pull it.

Salesforce is one of the best programs that you can integrate into your company.

Comments: It is incredible how this program has the ability to offer you a wide variety of options for the descent of a company and get many more sales that contribute to the business, Salesforce is one of the best programs that you can integrate into your company, from an excellent admiration and control of all your data until the management and correct interaction with all your clients, this program will reinforce the weaknesses that your work operation may have and will improve them to be your main virtues, in my work there is no other program more complete than Salesforce, Since there are so many possibilities that are achieved with the help of this amazing software, it makes my job much easier and more effective when starting.

Pros:

This program presents a totally simple interface to work with and that each of its users can concentrate on increasing the sales of their business and the entry of new clients to the company. This program is an administrative space where all the processes and procedures can be built. with the purpose of the constant growth of the company, one of the best things that this program has is the control and domain that each of its users acquires at the moment of implementing Salesforce in their workplace, as well as being a program that focuses on the management of advertising and marketing of the company with the same purpose of generating many more sales and new relationships for the business, it is by far the best CRM that has a host of options and benefits for the company and for my development .

Cons:

Without a doubt, the area and all the marketing functions can improve, we understand that it is not a program that focuses only on this area, but it can improve a lot in each of the new updates, this in order to reach more places and clients who are interested in our services and on the other hand it could be a bit complicated due to the amount of information to integrate certain contents multiple ways, in general I work very well and I like the performance of the program.

Fine for enterprise but if you're a small company then stay away

Comments: Pretty poor, as mentioned their customer service is the main reason we are leaving as they just flat out ignore your emails or cases you open until you tweet them. I get that this is more for large companies, but don't offer it to 8 users then if you're going to just ignore them and not support them. Thankfully our contract is done in 3 months and we are switching to Dynamics 365 as they do bill in CAD as we are done with paying a different amount every 6 months depending on the exchange rate.

Pros:

We have used Salesforce for years and when it used Classic we mostly liked how fast it was to use the system, create custom modules, add records etc. It helps us track our open opportunities, wins, funnel by rep and all your standard CRM functions you can get anywhere.

Cons:

When they switched to Lightning the performance took a nose dive and is crazy slow. Our main issue though is that we only have 8 users, which to Salesforce is of course small and therefore you get zero support. When we signed up we asked to pay in CAD but were told that's only for larger companies and that we have to pay in USD. They said credit card is fine, so for the first 2 years we paid with credit card no problem, and even got $300 in points every 6 months due to the high amount of the service as we have Enterprise edition. When we got our last invoice 4 months ago, I went to pay it and was unable to. I called in and was told Salesforce doesn't accept credit cards anymore, and to "simply" mail them a cheque. I said fine, but what is the total in CAD since I can't write a cheque in USD as we are in Canada. They said sorry that's not possible it has to be USD. So now any time I need to pay our bill I have to go to the bank, wait in line, do a bank draft, and pay a $30 bank fee to send them their wire transfer. When contacting their billing team or sales, no one ever replies even when I open a case. I literally have had to tweet them my case number every single time before they respond. We have had 5 different account managers in 3 years as they seem to have high turn over. When you email them they ignore you, but if you email them again and say you're looking at upgrading your plan or buying another user, they reply immediately of course.