Salesforce Sales Cloud

What do you like best about the product?

I appreciate how Salesforce Sales Cloud seamlessly integrates various aspects of our sales process, such as logging calls, managing advisor profiles, creating client profiles, and tracking sales opportunities from inception to completion. This integration is invaluable to me and makes Salesforce Sales Cloud an indispensable tool in my daily work. I also find the software relatively easy to learn, thanks to the training provided at my workplace and the fact that it was well set up when I started using it. The ability to link the illustration software, DesignIt, directly with Salesforce enhances our workflow by allowing easy access and modification of client illustrations. Furthermore, the feature that stands out most is its ability to sync the entire sales process, ensuring nothing falls through the cracks. The cohesive structure and functionality make it an essential component of my work, and I would personally consider purchasing it if my company did not already provide it.

What do you dislike about the product?

I would like to have more access to the scoring of my call logs. I think this may be more of an administrative function disability and not a Salesforce Sales Cloud specific issue.

What problems is the product solving and how is that benefiting you?

I find Salesforce Sales Cloud integral in organizing my sales process, from logging calls to coordinating financial advisors and clients. It streamlines creating profiles and integrating sales data, which enhances efficiency and connectivity across tasks.

What do you like best about the product?

the integration with other programs/sites

What do you dislike about the product?

It often happens that some functions don't work properly and you have to click multiple times or open and close sessions before being able to use a specific command

What problems is the product solving and how is that benefiting you?

It allows you to track all aspects of a deal and to identify any red flags, as well as quantify them economically

What do you like best about the product?

I like that Salesforce Sales Cloud keeps track of all my sales emails & calls that I have. I can also create follow up tasks in order to push a deal to closing. It integrates well with my Microsoft Outlooks & the phone at my office desk.

What do you dislike about the product?

I dislike that it requires very strong WiFi in order to load everything properly. I wish it would load faster and more efficiently. Also, I find that there are some days where the Salesforce platform is down or under maintenance, which makes using it difficult.

What problems is the product solving and how is that benefiting you?

It benefits me by allowing me to keep track of all my deals, sales contacts, conversations, emails and phone calls in one place. It is great at consolidating all my work efforts and shows what I am working on to my manager well.

What do you like best about the product?

Leads, accounts, opportunities, activities — are all in one place.

What do you dislike about the product?

Lower-tier support can be slow or less helpful. Some issues require escalating to higher support tiers or external consultants.

What problems is the product solving and how is that benefiting you?

As teams grow, it’s hard to maintain consistent processes, data quality, and forecasting accuracy. Sales Cloud scales easily, supports complex processes, and ensures consistent practices across teams.

What do you like best about the product?

User experience and ease of access. Also the UI is intuitive.

What do you dislike about the product?

Sometimes performance issues and some downtime is there.

What problems is the product solving and how is that benefiting you?

Hassle free experience for creating new customers, following up with them and finding new leads.