Salesforce Sales Cloud

4.4 (17,845)
Cloud-based CRM & Sales Automation

Overall rating

4.4 /5
(17,845)
Value for Money
4.0/5
Features
4.4/5
Ease of Use
4.0/5
Customer Support Software
4.1/5
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17845 Reviews

Jared
Overall rating
  • Industry: Computer Software
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

This CRM Can Do Anything

Reviewed on 11/12/2019

I wish I had known about it's capabilities a long time ago because we would've switched to it for...

I wish I had known about it's capabilities a long time ago because we would've switched to it for onboarding much sooner. I didn't realize you could create custom objects that could tie to an account record and setup virtually as many fields as you needed.

Pros

Our onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability. We can setup whatever fields we need and collect whatever data we need based on various workflows. You can also create automated tasks.

Cons

Salesforce is a bit clunky and slow at times. We had to have training by a Salesforce expert to implement the systems we needed, so I wouldn't say it's very user-friendly (but that's expected when you have such a robust system).

Alternatives Considered

monday.com

Reasons for Choosing Salesforce Sales Cloud

We looked at Trello for project management for awhile, but it didn't have the reporting and automated tasks we needed. Wasn't very customizable.

Switched From

Trello

Reasons for Switching to Salesforce Sales Cloud

We looked at Monday.com for project management, but due to the fields, workflows, automated tasks and overall functionality we were looking for, Salesforce was much more customizable for our needs.
Emily
Overall rating
  • Industry: Human Resources Software
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Forever a Love Hate Relationship as an SFDC Admin

Reviewed on 09/09/2021

If you are a brand new Salesforce customer, regardless of your company size, MAKE SURE YOU RESEARCH...

If you are a brand new Salesforce customer, regardless of your company size, MAKE SURE YOU RESEARCH AND HIRE A SOLID AND TRUSTWORTHY TEAM TO SETUP YOUR INSTANCE out-of-the-box and that THEY DOCUMENT DOCUMENT DOCUMENT everything they've done within SFDC. Also, PICK YOUR ADMINS, POWER-USERS, AND DEVELOPERS CAREFULLY AND MINDFULLY! Do NOT let inexperienced/basic users have admin rights.
SFDC is SOOOOOOOO easy to mess all the way up if you're not careful and will end up costing your company way more money and time to fix and typically, as I have seen personally too many times, [SENSITIVE CONTENT]'s will just blame the tool itself and fire their SFDC resources assuming it's their fault the platform doesn't meet needs and even just cancel the contract. Then they're left scrambling to meet even basic business needs while putting their large goals in an unattainable/unachievable position. Never trust a [SENSITIVE CONTENT] to know anything about or be reliable sources for what is done in and with SFDC.

Pros

I LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities.
I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.

Cons

I'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.

Alternatives Considered

Zoho CRM, Dynamics 365, and HubSpot CRM

Reasons for Switching to Salesforce Sales Cloud

Salesforce leads the CRM industry, of course, so it's usually a companies first choice when acquiring a CRM. It integrates with almost everything, has a nebulous laundry list of functionalities and customizations, there's super valuable free resources available from AppExchange to Trailhead and more, and so on.
Adrienne
Overall rating
  • Industry: E-Learning
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Salesforce -- number 1 tool I use every day as a GTM Ops Leader!

Reviewed on 13/09/2023

I have overall had a great experience with Salesforce. The only other similar tool I've used in the...

I have overall had a great experience with Salesforce. The only other similar tool I've used in the past is Infusionsoft and Salesforce is LEAGUES better! I could never go back.

Pros

I can honestly say that I would not be able to do my job as a Director of GTM Operations without Salesforce. I like that I am easily able to track note from customer calls and use templates to make that even more streamlined. I use reporting functionality extensively and find that ability to clone reports (or save as a copy) to be something that saves be hours each week. I'm able to easily use a report I already have to deliver on what my leaders are requesting or need (often with a short turnaround). I like that I'm able to easily export data from salesforce to a spreadsheet where I can further manipulate it as needed. This is something that I find myself doing on a regular basis.

Cons

I have found the login process to be annoying and would prefer that I could us multifactor authentication in a manner without needing my phone. I prefer to not work with my phone near me so needing to authenticate sometimes multiple times per day is frustrating. As certain fields have been removed from Salesforce, I've noticed there is lack of ability to check dependencies prior to someone hiding a field.

Marcos
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Monthly for Free Trial
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 5.0 /10

The main player in CRM products.

Reviewed on 13/08/2023

Pros

Salesforce is highly customizable. Which make it very fitable to your needs. It offers a centralized vision of your customers, which could increase your visibility about what your clients needs and it can improve the process of attracting new customers.

Cons

For small companies Salesforce Sales Cloud could be very expensive and also its a complex product, probably small companies have to spend in specialized workers because its no easy to use or customise.

Shari
Overall rating
  • Industry: Consumer Goods
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Sales Cloud helps us to build our business

Reviewed on 29/06/2023

We are building an amazing data base and procedure - and plan to connect more capabilities and apps...

We are building an amazing data base and procedure - and plan to connect more capabilities and apps to our system to create a full supply chain ERP flowing out of our Salesforce Sales Cloud CRM.

Pros

We love CPQ and working with opportunities - it helps the sales teams maintain control of their jobs and potential jobs. Citizen developers can excel in this environment - teach others and help expand the capabilities of the overall system.

Cons

It is a difficult implementation - not easy for everyone to become a citizen developer and when features need to be added a tech person often required.

Alternatives Considered

NetSuite and SAP Business One

Reasons for Switching to Salesforce Sales Cloud

I wanted to build my entire ERP on a platform where citizen developers could help build it out.
Brus
Overall rating
  • Industry: Real Estate
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 9.0 /10

Salesforce sales cloud – Automate sales process

Reviewed on 29/08/2023

With salesforce we can track customer buying behaviors and set up alerts for new target opportunitie...

With salesforce we can track customer buying behaviors and set up alerts for new target opportunities based on specific parameters. With customizble home pages, reports, and dashboards, implement new initiatives and track performance.

Pros

Using Salesforce Sales Cloud has been very productive and effective for our organization. The platform customization options allow us to adapt it to our needs. It has many tools being a suite that has several services, its wide range of solutions offers third-party solutions to fill that gap. What makes it even more powerful is its wide compatibility; It seems like every other software out there has or is developing an integration with Salesforce. I have used other Salesforce services and over this time I have noticed how the platform has improved internal collaboration between our teams and has elevated the customer experience with more personalized solutions.

Cons

As for the reporting features, they are promising, but plagued with a few glitches. I have noticed errors, particularly when trying to drag and drop fields into reports. Creating reports is more cumbersome than what I've found with platforms like Microsoft dynamics. The tool requires a certain level of proficency, especially if you are trying to create reports that include complex variables, such as accounts and specific types of engagements.

Shontel
Overall rating
  • Industry: Retail
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 8.0 /10

Great platform used across a lot of great corporations.

Reviewed on 03/08/2023

Pretty well, I hasn't caused too many problems and are more reliable than other systems I have used.

Pretty well, I hasn't caused too many problems and are more reliable than other systems I have used.

Pros

Easy to use, organized, has a lot of great features and function for all users. Intergration of other apps have been easy to introduce and use as well.

Cons

Sometimes the system can run slow if you try to move too fast or save your work as you go. On other parts if you don't save your work a certain way it can erase anything else you've entered on the page. (I believe this is being fixed as now they allow the administrators to block the access of copying information from within the platform. )

Jake
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

Salesforce is great if the entire team commits to it

Reviewed on 19/09/2023

I found it overall to be a necessary evil as a sales rep. Lots of clicking and management was...

I found it overall to be a necessary evil as a sales rep. Lots of clicking and management was needed to keep it running and a few bad reps not using it well created huge issues.

Pros

I liked how easy it was to see my book of business and forecast / run reports on it. I was able to automate my day of work by the 3rd month in when I really committed to using it.

Cons

Logging calls and managing actions not taken in salesforce was often timely. Also needed help from my admin regularly to make changes.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

The undisputed CRM leader

Reviewed on 06/09/2023

Pros

Lighting has everything we need to manage our sales team and associated deals. It's record keeping and reporting functionality creates a single across our entire org.

Cons

The foundation of SFDC shows its age and isn't always easy to work with.

Anuj
Overall rating
  • Industry: Information Technology & Services
  • Company size: 201–500 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

One platform integrated with multiple things

Reviewed on 05/09/2023

Pros

Salesforce Sales Cloud has an effective and easy user interface, It is integrated with multiple pages on one window which minimises the timing and confusion, and it has proper data management facilities and privacy. As compared to the upright left I believe this one is more familiar to work.

Cons

Salesforce Sales Cloud has a limited category the only thing that comes into my mind. But it reduces the stress level. This platform facilitates end no. of works and gives more output than another platform.

Kara
Overall rating
  • Industry: Hospitality
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Near Flawless Software

Reviewed on 26/07/2021

I love this product and what it offers to your sales team and your venue for tracking (current and...

I love this product and what it offers to your sales team and your venue for tracking (current and future) business. I love the salesforce team I worked with to set this product up; from start to finish, they were by my side (and my teams side) to ensure it rolled out as seamless as possible. I love how inclusive the product is of the sales, services and inventory process; everything lives in the database. Moreover, because it is cloud based, you can utilize the software from an ipad while conducting a site visit or working from home and you dont have to worry about backing up the data. Gone are the days of paper files because you can store literally everything (past, present and future) for a particular group/ client/ program within their account. Outside of a few spin off components that need updating, I absolutely love this product!

Pros

I recently transitioned out of venues and over to the vendor side of things. However, while in venues (90% of my career) I participated in the implementation of salesforces' product delphi.fdc (latest version) in my last two positions (Director of Events at a country club 2016-2018 and Sales Manager at a Boutique Hotel 2018-2020). While at the Country Club, I completed extensive research reviewing SalesForce against several other standard industry event softwares. SalesForce is the most streamlined and inclusive option available. As a vendor, there are numerous tools that would not apply to my current position however if I was still working in venues, I would be pushing for the delphi.fdc as the best option to prepare teams for their current workload and any curve balls the future may throw their way.

Cons

However, there are some spin off components to the software that may still need some work such as meeting matrix. The set up process is lengthy and requires a lot of back log work to ensure old data that is moved over is clean and new habits are in place for your team to ensure the new system remains clean.

Alternatives Considered

Caterease

Reasons for Choosing Salesforce Sales Cloud

Initial motivation was software was moving online only. After additional research into other products, the need for the software to do more than Reserve was capable of doing was immensely important in order to streamline internal processes and procedures.

Reasons for Switching to Salesforce Sales Cloud

Salesforce is a superior product when compared to most softwares.
Kunle
Overall rating
  • Industry: Computer Software
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

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

Reviewed on 26/02/2021

I used the platform as an employer, employee and now as a consultant. The platform is amazing as a...

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.
Royce Renzo
Overall rating
  • Industry: Logistics & Supply Chain
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Salesforce on an administrators review.

Reviewed on 12/03/2021

I can say I had a lot of fun using it as an Administrator. At first, it's very challenging...

I can say I had a lot of fun using it as an Administrator. At first, it's very challenging specially for the newbies like handling this kind of application but with daily management and training you'll find Salesforce very helpful not just for the business but also on the personal skill set that I gained with years of using it.

Pros

What I like the most with Salesforce its automation and analytics. It makes our job easier as an admin to maintain the application and and also to manage different end users that rely on its function to deliver the needs of the business.

Cons

The complexity. Sometimes its very hard to do some task since the application it self is designed with such complexity. Sometimes I found it hard to follow some procedure in salesforce specially when handling it for the first time.

Alternatives Considered

Dynamics 365

Switched From

Dynamics 365

Reasons for Switching to Salesforce Sales Cloud

I don't really know since I was only an administrator for Salesforce on our company.
Ryan
Overall rating
  • Industry: Machinery
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 3.0 /10

Big Name Big Deal

Reviewed on 23/11/2021

I once was a raving salesforce fan. That ship sailed. I am no longer much of a fan. The product has...

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.

Verified Reviewer
Overall rating
  • Industry: Machinery
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Excellent tool but challenge to fully deploy

Reviewed on 06/12/2019

We did not realize the capability to interface so with our manufacturing and accounting systems....

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
Chance
Overall rating
  • Industry: Financial Services Software
  • Company size: 1,001–5,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Just Short of 5 Stars

Reviewed on 05/12/2016

I titled this review the way I did because Salesforce really is just short of 5 stars. It is...

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

Andrew
Overall rating
  • Industry: Public Relations & Communications
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Great CRM platform, but not always worth Salesforce's continually increasing licensing costs

Reviewed on 06/03/2019

We used Salesforce to be our CRM and Professional Services Automation (PSA) system. We custom-built...

We used Salesforce to be our CRM and Professional Services Automation (PSA) system. We custom-built the PSA, but the CRM piece was mostly Salesforce out-of-the-box.

Ultimately, if you can figure how to keep your licensing and other add-in costs in check, then Salesforce can be the right tool for you. Otherwise, you may find what we found, which is that Salesforce's continual cost increases eventually cause the platform to lose its ROI. We ultimately switched from Salesforce to Microsoft Dynamics 365 after Salesforce continually and forcibly raised their costs beyond our ROI threshold. The system was functionally fine, but the annual costs had simply become too much.

Pros

As a CRM platform, it's everything you could ask for. Also, its AppStore is top notch. From a functionality perspective, you cannot go wrong with Salesforce. Also, as one of the biggest and most widespread platforms, there are plenty of Salesforce resources out there, so there is no shortage of help available should you need it. If you are a small non-profit particularly, Salesforce can be an incredible resource as your first 10 licenses are free (as long as you qualify as a non-profit with Salesforce)

Cons

If you are a for-profit firm, be aware that Salesforce builds in an annual 7% licensing cost increase into it's contracts. As a result, you will be continually negotiating and re-negotiating with them to keep licensing costs reasonable. Even then, Salesforce will continually look to increase your spend with them. Their sales teams/account managers can be very aggressive and a lot of things you may want or need will cost you extra. They're also continually rotating their account managers. This can be very frustrating as a customer because just when you feel that you've built a good relationship with your account manager, Salesforce will switch people on you and then you have to work to rebuild a new relationship.

Nick
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Salesforce has transformed the way we operate!

Reviewed on 11/09/2019

Salesforce has transformed the way our business operates and allows us to provide accurate...

Salesforce has transformed the way our business operates and allows us to provide accurate forecasting, have different sales teams working together on various opportunities. Having Salesforce as a platform means we now utilise one of many packages which we have installed to provide solutions in different area's.

Pros

Speed of implementation, excellent approval system. For CRM most functionality has already been thought of and available out of the box, with only configuration required. Excellent development platform for custom changes and is a complete platform to build any application on.

Cons

Bugs/Defects can take a long time for Salesforce to resolve, Some issues require a development support agreement in place before they will investigate.

Alternatives Considered

Dynamics 365

Switched From

Dynamics 365
Alley
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Salesforce is a Dream!

Reviewed on 07/08/2019

I use it daily. I live in salesforce and I'm in marketing. I use it to keep up with my team and to...

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!
Rich
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

I have found the SalesForce Platform to be robust beyond all possibilities. No match.

Reviewed on 25/04/2018

Absolute enterprise situational awareness. We operate in a high-criticality, high-consequences,...

Absolute enterprise situational awareness. We operate in a high-criticality, high-consequences, high-reliability industry; Critical Medical Aviation. We must be aware of a wide range of matters and be extremely well-synchronized in our efforts - aviation, safety, logistics, customer focus, innovation, marketing, communications, professional-development, succession planning - all these and more are managed across the Salesforce Platform. Our industry is responsible to provide individuals with the highest probability of a positive outcome when their survival is at high risk. The Salesforce platform is virtually on board each flight.

Pros

Form many years we used another CRM - that was just that - a CRM. Salesforce has become a platform capable of infinite applications and integrations. It requires an investment in funds - and yes - time. But anything of high-yield does. Key - is securing a solid company for the customization Salesforce Corporate does a fine job connecting with the best. I frankly am shocked that in today's world many organizations are still operating without robust CRM and synchronous applications. I would suggest to those about to embark on this - GO WITH SALESFORCE - the leader and don't waste precious time going through all kinds of demos with others. Bottom-line - Salesforce is ahead and keeps ahead and will continue to do so. This greatly lessens your risks, Just make the move then make the commitment to optimize the core capabilities.

Cons

It's an odd thing - but - what like least is; far too many capabilities. One can be overwhelmed and fixated on constantly wanting more. So - there's the good news - a company will probably never be able to keep up with the options available - it will never be limited - therefore Salesforce is aspirational and helps to drive growth. I believe the company will never stop keeping way ahead of what customers or prospects want. Just advise to master the basics and then progress.

Verified Reviewer
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

SalesForce + Pardot = Winning Team

Reviewed on 30/01/2019

My current company had been using Constant Contact before I arrived, and it was poorly managed... a...

My current company had been using Constant Contact before I arrived, and it was poorly managed... a huge mess, even... partially due to the staff being unable to coordinate, and partially because the software was a bit clunky. I was brought on during the SalesForce onboarding process, and 36 months later, with very little management efforts from our marketing/BD staff, our data is standardized, uniform, and easily accessible. Emails are scheduled to go out once a week, months in advance, based on templates first developed by our onboarding process, and we have been able to shift our marketing staff to more analytical projects that have given us the edge we needed to be on track to make our profit-sharing bonus numbers for the first time in years.

Pros

The ability to customize really makes SalesForce its own beast. I've worked for two companies that have used the software, and both looked very different, yet still intuitively the same. I like that if there isn't currently a solution for you, there are add-ons and plug-ins that can be fitted into your experience to make it an extremely tailored solution for a wide range of companies. Not only that, the customer support staff have some great tools at their disposal that give you an even deeper dimension of control, should you be unable to quite round the edges for your perfect fit. I like the seamless integration with Pardot. In addition, with Pardot's automation platform, you can literally save hours' worth of work as contact/prospect data can sync in nearly realtime, depending on the rules you've set up. If all this sounds perplexing, don't worry too much, as Salesforce has an amazing onboarding team that will work with your designated admin staff to utilize most of the software package from nearly any education/experience level.

Cons

There are some frustrating limitations with reporting in Pardot, and sometimes SalesForce integration with plug-ins can be a bit of a hassle if they weren't set up during the initial onboarding, but overall these are speedbumps at worst and don't detract from the overall experience enough to really worry about.

Lee
Overall rating
  • Industry: Telecommunications
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 0.0 /10

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

Reviewed on 24/03/2019

Pretty poor, as mentioned their customer service is the main reason we are leaving as they just...

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.

Ron
Overall rating
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Everything you would ever need including a large monthly bill

Reviewed on 29/09/2020

Overall my experience has been great. It's expensive, complex, powerful and huge. It will do...

Overall my experience has been great. It's expensive, complex, powerful and huge. It will do anything you need. I've become a big fan.

Pros

Salesforce is extremely customizable. I have been able to make it do pretty much everything I need. It has allowed me to shape and mold it to perfectly fit our sales processes and workflow. I love this software. The customer support has been outstanding as well. There is always somebody that can field my questions. I like the web-hosting. I like the layout of the UI. My sales people of been ab le to quickly adopt it.

Cons

This software is expensive. Unless you buy the Enterprise license (the most expensive), you're going to get nickel-and-dimed. Just found out I'm going to need to pay $25 extra for each user per month just so I can use the API which will let me automate my integration with Quickbooks. The Salesforce Inbox app looks amazing, but that's going to cost me extra as well. Want more custom workflows? You'll need to pay extra. Want click-to-call functionality? Get out your wallet. Also, because of the complexity of learning the system and building out a custom installation for my business, it has almost become a fulltime job for me. I don't know how any business could adopt Salesforce without a technical admin with lots of spare time.

I absolutely hate the "cutesy" visual branding. The artistic decorations in the UI make it feel like I'm using some scrap-booking software. I feel like the look-and-feel was designed for a pre-teen girl. Children dressed up in animal costumes, cartoon animals, floating animated hearts... really?? What were they thinking. It is the opposite of professional. When my sales team first saw the branding they immediately assumed this was some children's software. It made a lousy first impression. The features are amazing, but dressing them with flowers and ice-cream detracts.

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Be sure you set it up for growth

Reviewed on 11/11/2021

It's hard to compete with the features available with SF Sales cloud, there is a lot available....

It's hard to compete with the features available with SF Sales cloud, there is a lot available. Overall it's a bit overwhelming but there is a free educational site you can take advantage of. I don't have enough extensive experience in other similar programs to provide an adequate contrast for you, I can simply recommend you learn all you can do you know how you want things to work and what the features are, the obtain implementation assistance so that you're set up for success. Also please enable your staff as it can be overwhelming with all the features and permissions, etc.

Pros

Easy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process.

Cons

Most likely due to our initial implementation, pulling reports is sooooo tedious. Salesforce sales cloud doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes.

YagneshKumar
Overall rating
  • Industry: Hospitality
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

The Great CRM Tool SalesForce

Reviewed on 05/05/2018

The benefits that i get from using SalesForce is the ability to track of my salespeople data entry...

The benefits that i get from using SalesForce is the ability to track of my salespeople data entry of all the bookings, sales statistics within my region, and so much more. Moreover, from SalesForce i can email a customer directly verifying the reservations entered in the system are correct or not, as well very easy to make changes of an existing reservations, adding and remove multiple properties withing my region, and exporting daily revenue data to my revenue management company . SalesForce i believe drives our business to have the ability to track and generate more revenue, and determine where more resources are needed to increase customer satisfaction. I encourage anyone in the CRM business t o utilize SalesForce .

Pros

SalesForce I believe drives our clients sales and track each and every sales person's goals and bookings. As a tech support engineer one of my responsibilities is to support SalesForce users with any issues that occur. As a front end user, features that i like about SalesForce is the ability to enter a specific booking, tracking the revenue of that booking and all bookings entered by a salesperson, easy to edit changes of any existing group, an announcement page that lets me displays the messages that i enter them, and so much more. Moreover, one of the main features that i like about SalesForce is the customizeable dashboard; once logged into SalesForce , the tool's dashboard gives me a detailed view of how a specific hotel's revenue is performing, and also provides detailed summaries of a customer's data and other relevant statistics.

Cons

One of the biggest downside of SalesForce is the password expiration duration; as a salesperson i keep having to entered a new password every 30-45 days or so, I wish there was an option to extend the duration of the password expiration. I know it is a security protocol within the system itself to recreate a new password for any user after 30-45 days.