Salesforce Sales Cloud: Scalable, Customizable, and Outstanding Support
What do you like best about the product?
Salesforce Sales Cloud is an extremely useful CRM that I utilized and helped implement for nearly 5 years. The product was able to scale and grow as our company's needs expanded, and we were able to customize our necessary workflows. Whenever there was an issue that needed troubleshooting, the support staff was there. Salesforce continues to impress me with its wide variety of product offerings for enterprise CRM needs.
What do you dislike about the product?
Sometimes there were limitations in Salesforce (unable to edit notes, even at an admin level), broken links, and required workarounds with specific customizations the company had implemented.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud is a great CRM that allowed for seamless customer retention, management, and loyalty. Additionally, sales forecasting, dashboard creation, and granular drive downs into data!
Effortlessly Organizes Outreach with Minor Navigation Hiccups
What do you like best about the product?
Recently, I’ve found the integration capabilities within Salesforce Sales Cloud especially valuable. Connecting tools like email, prospecting platforms, and document solutions has improved data accuracy and reduced duplicate work.
What do you dislike about the product?
Salesforce Sales Cloud could further improve usability by simplifying common workflows and reducing complexity in page layouts. Streamlining navigation, improving responsiveness, and offering more intuitive default views would help users manage high-volume sales activities more efficiently.
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud to manage my outreach workflow, tracking leads and logging activities efficiently. It eliminates chaos and organizes my workday, maintaining clarity and consistency about my prospects.
Add Salesforce Sales Cloud to your existing toolkit
What do you like best about the product?
Tasks and reminders are an important part of the solution
What do you dislike about the product?
The amount of time that it takes to log a new account
What problems is the product solving and how is that benefiting you?
it provides universal info across the team and department for immediate access on demand as needed
Intuitive Dashboard and Mobile Access Elevate Performance Tracking
What do you like best about the product?
It has an intuitive reporting dashboard that allows us have real-time analytic view of employees performances and sales.
It is accessible on mobile phones which is an advantage for us.
What do you dislike about the product?
I have not experienced any issues with this tool. It has been fruitful.
What problems is the product solving and how is that benefiting you?
It is highly automated which reduces follow-up and approvals delays.
This tool stores all customers data or information in one place. No time wastage trying to gather any clients information, its just by clicking and you are good to go.
The Best CRM for Real Estate
What do you like best about the product?
I really appreciate Salesforce Sales Cloud for its search system which is extremely smooth, allowing me to review clients and see changes effectively. I am also very satisfied with the initial presentation of the data. This, combined with easy tracking of my clients, enhances the overall usefulness of the tool. These features make my work significantly more efficient and simple, allowing easy access to information and smooth client management without major difficulty.
What do you dislike about the product?
nothing
What problems is the product solving and how is that benefiting you?
I use Salesforce Sales Cloud for CRM in real estate and I find that the access and clarity of information greatly simplify the transition between companies. The search system is smooth and allows for effective client tracking, making the work easier.
Uses data-driven insights to improve workflows and highlights a need for simpler automation tools
What is our primary use case?
Salesforce Sales Cloud serves as our primary tool for our sales team and reviews team to document and keep all our information in one place as a source of truth. We use it to manage our business processes and the effectiveness of how our team works, going through specific things such as the sales process or any business process that we need to monitor and make sure that the process is working and that we're following the right motions in order to work effectively and intelligently and making sure that we're getting to what we need to do in a timely fashion and manner.
A quick specific example of how my team uses Salesforce Sales Cloud in our daily workflow is that today we're managing reviews. When new users are created or when we're uploading specific people who we need to solicit reviews from, we put it into Salesforce. It's either an automatic or manual process at the moment. Then we have a team that actually solicits and calls them for reviews.
Our main use case for Salesforce Sales Cloud is that our team uses it as a tool to guide their workflow and ensure that they're doing what they need to do on a day-to-day basis. It's unique because as a manager, I am able to see what's done and what's not done. We're able to take a business process and break it down into bite-sized pieces and then manage that process through Salesforce Sales Cloud to ensure that we're constantly optimizing it and making sure that the business gets what it needs and that we're fulfilling our KPIs and that nothing falls through the cracks.
What is most valuable?
Salesforce Sales Cloud offers excellent features, particularly the ability to make changes on the fly as an admin. Being a platform allows us to make changes easily, enabling us to be nimble, which is a great win. The depth of the reporting that we can access helps us see where we are in any of our processes at any given time.
The flexibility and reporting features have helped my team significantly, as I am working at a company that's very data-driven, and I happen to be a data-driven individual as well. I do not like to make decisions on a whim or just from intuition. Being able to pull reports in Salesforce Sales Cloud based on any of the fields that we have there and then building logic on those fields saves me time and also gives me visibility into what's going on with my teams across multiple departments, which is very helpful for us.
I appreciate that Salesforce Sales Cloud is constantly evolving and adding new features, allowing us to turn features on and off. This is very beneficial.
Salesforce Sales Cloud has positively impacted my organization as the old excuse where a lot of people used to prefer working in Excel has been eliminated. Nowadays, we have a system that's built around our business needs, which helps us optimize processes, make processes much shorter, and give us insights into sales cycles and how to improve them. We keep our discussions and our calls in Salesforce Sales Cloud. It also helps us manage certain departments, making sure that our time to delivery is effective, that we're not lagging behind, and that all customers' needs are taken care of.
We have definitely seen reduced time to delivery and increased sales as we've experienced improved efficiency and cost savings. Cost savings go into the tens of thousands of dollars.
In terms of positive impact, I have noticed that it gives all different departments visibility into our processes and where we are within specific projects and how we're doing with sales. Anyone at any given time, especially the executive teams, can monitor how many sales we've done, how many programs are running, what the status of each program is, whether we're above or ahead of the curve or behind the curve, and then we're able to spend time and fix these things.
Salesforce Sales Cloud is beneficial for the business because it manages business processes and saves a lot of time and effort. Each employee having to manage multiple Excel spreadsheets or using Google Sheets could be a catastrophe. Salesforce Sales Cloud basically streamlines that process, so there are probably hundreds of hours saved. It also allows us to manage things and automate things. I don't say we need to get rid of employees, but when you're going into such a project, you can already assume that you won't be needing so many employees to throw more employees at a problem. It's extremely important to plan before you implement such a tool.
What needs improvement?
Salesforce Sales Cloud can be improved in several areas. First, the UI is an area for enhancement. Even though they've launched Lightning, it's clunky at times with page load speeds. It also needs to be made extremely more user-friendly. For new people using Salesforce Sales Cloud, there is a steep learning curve. Additionally, giving non-admins the ability to make changes on the fly is something that I feel is necessary. Currently with Salesforce Sales Cloud, you need to have a consultant. It's hard to build the flows or workflows. Making it easier for that end-user who's not so technically minded to help themselves is essential.
I choose seven out of ten because I think you need a consultant or a consulting company to help you build it out. Certain changes should be made much easier and more user-friendly where an admin can do it. The automation processes need to be much simpler. If you're looking at other tools out there, for example SalesLoft or HubSpot, it's much easier to build those workflows and do automation.
For how long have I used the solution?
I have been using Salesforce Sales Cloud since 2007.
What do I think about the stability of the solution?
Salesforce Sales Cloud is very stable.
What do I think about the scalability of the solution?
Salesforce Sales Cloud's scalability is impressive as it grows easily with my organization's needs. Scalability is possible when you have ruthless planning. You need to have the end goal in sight before you adopt such a platform, as with any CRM. If you don't have the end in mind or a goal with proper milestones and project management, it will be a disaster. The key is planning.
How are customer service and support?
The customer support for Salesforce Sales Cloud has improved over time. When you're talking about mega enterprise platforms, in the beginning, it's really terrible. But I think as the years move on, they've gotten a lot better. However, we have an in-house admin and an offshore team that manages our instance. Having this in-house team is very nimble and much easier. I wouldn't say you go to Salesforce Sales Cloud for their customer support unless you purchase one of their premier plans, which is additional money. I feel sometimes they nickel and dime instead of providing a full package. We bought the platform, we bought into the platform, and we find workarounds in order to get what we need.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
At my current organization, we've always had Salesforce Sales Cloud, so I don't know what they had before I joined. In previous companies, we used home-baked systems. And then it was always that question: do you build or buy? We ended up buying because when you're buying a product or solution, there's a team that's thinking day and night about that solution and how to make it better. That allows a company where you're at to focus on their core competencies, which is their product. We switched from a home-built system into Salesforce Sales Cloud, which was difficult in the beginning, and it's hard to change habits, but eventually, after some time with rigorous planning, we managed to release a good, stable Salesforce Sales Cloud version for the company to use.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing has been that it takes a lot of negotiation. Salesforce Sales Cloud is extremely expensive. They have their year-over-year increase of, if it's 3% or 8%, they keep on increasing prices every year. It's completely licensed, so you have to really know which licenses or the amount of licenses you want to purchase before you go into negotiation with them. They're generally reluctant to lower licenses and lower cost. It's an effect where they want to start using strategy with different levers, signing multi-year contracts, and so on. I think it's important to get the best deal when you start because then pricing, besides their yearly increase which you can negotiate with, will not go up. Getting very firm with the costs is vital.
What other advice do I have?
My advice for others looking into using Salesforce Sales Cloud is to look at the size of the company, how many people are going to be using it, whether or not you have somebody that can build it out, and have somebody with experience in CRM systems to map out what you're looking for. Have a look at Salesforce Sales Cloud, have a look at HubSpot, have a look at any other tools out there that provide you with a sales platform. It's then about the users; make sure that your users feel comfortable using the tool because it doesn't matter what tool you bring into your organization, the users have to feel comfortable using it. It has to be frictionless and easy to adopt. If you don't have those things in mind, your project most likely will fail. I rate this solution a seven out of ten.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Effortless Lead Management and Scalable Automation
What do you like best about the product?
What I like best about Salesforce Sales Cloud is how it helps me manage the entire sales lifecycle efficiently from a single platform. On a daily basis, I use it to capture and manage leads, qualify prospects, create and track opportunities, update deal stages, and schedule follow-ups. This keeps my pipeline well organized and ensures that no leads or opportunities are missed.
The automation features such as task reminders, workflows, and email alerts help reduce manual effort and improve follow-up consistency. The dashboards and reports provide real-time visibility into pipeline health, deal progress, conversion rates, and individual performance, which helps in better decision-making and planning. Overall, Salesforce Sales Cloud improves productivity, transparency, and sales efficiency, enabling me to manage deals more effectively and close opportunities faster.
What do you dislike about the product?
While Salesforce Sales Cloud is very powerful, for me it can sometimes feel complex and heavy to use on a daily basis. There are many features, settings, and customization options, which can make simple tasks take longer than expected, especially for new users. The interface can also feel a bit cluttered, and navigating between different objects like leads, contacts, opportunities, and reports is not always very intuitive.
At times, system performance can feel slightly slow when loading large reports or dashboards. In addition, advanced features and customizations often require technical support or admin involvement, which reduces flexibility for end users. I feel that a simpler user interface, faster performance, and easier configuration would make the overall experience even better.
What problems is the product solving and how is that benefiting you?
For me, Salesforce Sales Cloud solves the problem of managing large volumes of leads, opportunities, follow-ups, and customer interactions in a structured and organized way. Earlier, tracking sales activities across multiple tools and spreadsheets made it difficult to maintain visibility, consistency, and accuracy. With Salesforce Sales Cloud, everything is centralized in one system, which gives me a clear view of my entire sales pipeline.
It helps me stay organized with automated task reminders, activity tracking, and follow-up scheduling, ensuring that no lead or opportunity is missed. The real-time dashboards and reports allow me to track performance, monitor deal progress, and forecast revenue more accurately. Overall, it saves time, improves productivity, increases accountability, and helps me manage my daily sales workflow more efficiently, leading to better conversions and faster deal closures.
Strong Sales Focus, But should be simplified
What do you like best about the product?
Salesforce covers sales, marketing, customer service, analytics, and more—all in one integrated platform.
What do you dislike about the product?
One of the challenges is that you either need to hire an expert or invest significant time learning how to build on their platform.
What problems is the product solving and how is that benefiting you?
Sales Cloud provides customizable dashboards and real-time pipeline tracking, giving managers insight into every stage of the sales process.
Easy to navigate
What do you like best about the product?
Have been using sales for couple of months, It is easy to navigate
What do you dislike about the product?
It is easy to use however it would have been more convenient if the chatter section can be scrolled alone.
What problems is the product solving and how is that benefiting you?
NA
Comprehensive Customer Insights That Transform Tracking
What do you like best about the product?
360-degree view of the customer, really helps track down activities, contacts, cases, and opportunities related to a customer.
What do you dislike about the product?
high in cost, for bigger companies, these systems can be made in house too. plus complexity is also something which can be difficult for people.
What problems is the product solving and how is that benefiting you?
it replaces the messy world of spreadsheets, email inboxes, and notepads with a single, structured system where everything is connected. increases efficiency
