For managing two different things, I'm managing some sales pipeline, the pipeline of sales of some products, and also doing marketing automation for after-sales.
Salesforce Sales Cloud
Salesforce, Inc.External reviews
10,025 reviews
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External reviews are not included in the AWS star rating for the product.
Use daily as Sales Executive to manage leads, track opportunities and close deals.
What do you like best about the product?
I like that Salesforce Sales Cloud keeps my pipeline organized and easy to follow. I can see exactly where each deal stands, track client interactions and set reminders so nothing slips through the cracks. The dashboards give me quick visibility into my progress toward quota, which helps me stay focused on the right opportunities.
What do you dislike about the product?
The platform is powerful, but can feel overwhelming. With so many features and customization options, it takes extra time (and often help) to set up what I actually need. I sometimes get slowed down by the number of steps required before I can move forward with a task or update a record.
What problems is the product solving and how is that benefiting you?
Before Salesforce my company relied on spreadsheets to track leads and deals, which made it easy for things to slip through the cracks. Sales Cloud solves that by keeping everything in one place with clear reminders and pipeline visibility. As a result, I can prioritize better, followup on time and close deals more consistently.
Best and easy to use, most reliable user interface
What do you like best about the product?
Saving the required data in the way you want and most reliable to find the details you saved when needed
What do you dislike about the product?
The only thing which needs to be updated with time is the security.
What problems is the product solving and how is that benefiting you?
The best thing it is doing is keeping record of data with easy access when required
Comprehensive CRM Tool That Scales with Business
What do you like best about the product?
The best part about Salesforce Sales Cloud is how it centralizes all customer and sales data in one place. I like that I can easily track leads, opportunities, and deals without switching between multiple tools. The dashboards and reports are very detailed, which helps in forecasting and tracking team performance. The automation features also save a lot of manual effort—like reminders for follow-ups and automated workflows. It really helps in keeping the sales process structured and organized.
What do you dislike about the product?
The main drawback of Salesforce Sales Cloud is that it can feel overwhelming at first. The interface has a lot of menus and options, which makes the learning curve steep for new users. Sometimes it takes multiple clicks to perform a simple task, and customizing reports can be a bit complicated without prior training. Also, the cost can add up quickly, especially for smaller teams who may not use all the advanced features.
What problems is the product solving and how is that benefiting you?
“Salesforce Sales Cloud is helping us streamline the entire sales process by keeping all customer information, leads, and opportunities in one place. Earlier, it was difficult to track who followed up with which client, but now everything is visible in the system. The reminders and task automation make sure no deal is missed because of a forgotten follow-up. Reporting and forecasting have also improved a lot, which helps management make better decisions and gives the sales team clarity on their targets. Overall, it saves time, improves collaboration, and increases accountability across the team.”
A powerful tool for our sales team.
What do you like best about the product?
Its robust reporting and analytics capabilities are a game-changer for tracking our performance.
The ability to customize everything to our specific workflow is a huge plus.
I love how all our customer data is in one place, making it easy to manage leads and opportunities.
The ability to customize everything to our specific workflow is a huge plus.
I love how all our customer data is in one place, making it easy to manage leads and opportunities.
What do you dislike about the product?
The user interface can feel outdated and a bit overwhelming with so many features.
It's a very expensive solution, especially for a smaller business.
Setting it up and getting everyone trained on it took a lot of time and effort.
It's a very expensive solution, especially for a smaller business.
Setting it up and getting everyone trained on it took a lot of time and effort.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud solves the problem of scattered customer information and disorganized sales processes. It centralizes all our customer data, from initial contact to closed deals, so everyone on the sales team is on the same page. This helps us work faster and smarter, leading to more deals and better customer relationships.
One stop Business Manager - To Handle all the requirement of the Website
What do you like best about the product?
1. Once you are aware of the Business Manager, Then it is super easy to use the BM for all the changes you need to do on the site. The BM is easy to understand which helps in integrating your website with ease. Also, Error logs help in integrating the Business with the BM, as when developer is integrating, it helps to find where/what the issue is.
2. Implementation is easy as they have provided pre defined codes which helps developer during site configuration.
3. Maximum number of customization option is provided in the BM. for ex, Custom Preference, Jobs, Products, Orders, Categories, Localization preference, Content asset, Content slot and payment providers, etc.
4. Security is top notch, multi level verification makes the BM most safe and keeps your data from being exposed.
5. Access to the various options in the BM is handy, which translates to frequent use of the BM to go through orders, updating product details/pricing and also updating the content asset/slot.
6. Customer support is very helpful as they are easily reachable and respond in minimum waiting period.
2. Implementation is easy as they have provided pre defined codes which helps developer during site configuration.
3. Maximum number of customization option is provided in the BM. for ex, Custom Preference, Jobs, Products, Orders, Categories, Localization preference, Content asset, Content slot and payment providers, etc.
4. Security is top notch, multi level verification makes the BM most safe and keeps your data from being exposed.
5. Access to the various options in the BM is handy, which translates to frequent use of the BM to go through orders, updating product details/pricing and also updating the content asset/slot.
6. Customer support is very helpful as they are easily reachable and respond in minimum waiting period.
What do you dislike about the product?
1. The Business Manager is very slow, the Development/QA sandbox is super slow which impacts total Development/QA task timeline.
2. Some options in the BM are unnecessary as this much level of customization isn't required for most of the website. The user should be given the power to hide/display the options as per the website requirement.
2. Some options in the BM are unnecessary as this much level of customization isn't required for most of the website. The user should be given the power to hide/display the options as per the website requirement.
What problems is the product solving and how is that benefiting you?
One stop solution - I don't need to go to multiple apps to complete the task. I can make changes as per my requirement in the single BM only. For example (Headless), i don't need to go to the Contentstack to handle the page content, i dont need to go to the Bloomreach for emails and promotions, i don't need to go to the Bigcommerce BM to handle orders and products, etc. Saleforce is best - all type of solution under single BM.
Salesforce Review
What do you like best about the product?
Being able to keep all of my notes in one organized location. I also can set reminders to keep me on track.
What do you dislike about the product?
My instance does glitch at times which will cause me to need to exit the application. When I return, I've lost the work. This doesn't happen often but it's inconvenient when it does.
What problems is the product solving and how is that benefiting you?
Salesforce helps me stay organized throughout my deal sales cycles. It also reminds me when I need to complete certain tasks. Lastly, it allow leadership visibility into my sales process so that I don't have to be micromanaged.
Service Support and Cost Management
What do you like best about the product?
service support
Cost Management
Easy to access
Cost Management
Easy to access
What do you dislike about the product?
Everything seems to be fine once I start using it so can’t say
What problems is the product solving and how is that benefiting you?
Create record
Good for device management
Easy to access for daily operations
Good for device management
Easy to access for daily operations
Offers a centralized source of truth and simplifies process standardization
What is our primary use case?
What is most valuable?
The functions of the Salesforce Sales Cloud that I have found most valuable are mostly because it's a CRM system; it's a central location where you gather all of your customer information, and based on that complete view, you can act. But that's not specific to Salesforce Sales Cloud; it's to any CRM system.
We've got a highly customized solution from Salesforce Sales Cloud, so we do use automations in some areas. Not specifically for sales, but we do automatic quoting, for instance; that's an automation.
The biggest benefit of the Salesforce Sales Cloud is a centralized point, a centralized source of truth for customer-related information; you centralize all the information in a single database, and that's the biggest benefit. The second benefit is that you can analyze or standardize processes in different areas; for sales, for service, for marketing, there are many ways in which Salesforce Sales Cloud can be used to improve a company's processes.
What needs improvement?
From a customer perspective, it's a very stable system, and people are used to its functionalities, good and bad. Improvement, in my opinion, would be to include AI functionality in a simpler way; right now, it's not easy; it's cumbersome and requires some back and forth with different functionalities in the system, and it's a very complex integration. It would be my recommendation to make the integration simpler.
For how long have I used the solution?
I am still working with the Salesforce Sales Cloud and still using Salesforce products.
What do I think about the stability of the solution?
I would rate the stability of Salesforce Sales Cloud as a nine.
What do I think about the scalability of the solution?
I would put scalability, or the ability to scale and expand, as a seven.
How was the initial setup?
The initial setup process for the Salesforce Sales Cloud very much depends on how customized you want to have your solution, so there is no easy answer for that one; it depends on the customer and the level of customization that you want. If you want to use the system out of the box, you can do that, but probably it won't fit your business process. If you want it to fit your business process, you've got to do configuration or possibly even custom development. Overall, I think, as a system, it's one of the best systems to configure and customize, but there's a learning curve like most systems, and it depends mostly on the process. On a scale of one to ten, being ten the easiest to customize, I would classify it as a seven.
What's my experience with pricing, setup cost, and licensing?
I would rate the price for Salesforce Sales Cloud as a three, where one is a high price.
Which other solutions did I evaluate?
I would compare Salesforce Sales Cloud to Microsoft Dynamics CRM, which is the second player in the market; from my perspective, Salesforce Sales Cloud is the biggest player.
Dynamics CRM is the closest one, but Salesforce Sales Cloud is much bigger still.
What other advice do I have?
The integration capabilities of the Salesforce Sales Cloud, on a scale of one to ten, with ten being the hardest, I would rate around five.
From my perspective, the main issues or main complexities with integration include large-scale data integration; when you have to do large volumes of data synchronization with external systems, Salesforce Sales Cloud can become an issue because of something called governor limits, which are rules that force you to divide the data into small chunks and small transactions.
It's a very flexible solution; I can advise it for any company size. I don't have a preference; different companies will use it differently. The big companies will probably customize it more, but smaller companies will use more features because they are more flexible. It's mostly a question of negotiation of the license and selecting the right type of license for your company.
Salesforce Sales Cloud is leading in the market, holding 25% market share, while the second player has 8%, which is Microsoft, the last time I looked at it.
I rate Salesforce Sales Cloud eight 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?
Other
Experience exceptional project enhancements and seamless automation integration
What is our primary use case?
For every cloud of Salesforce Sales Cloud, we work with them because we are partners for the last 15 years.
The feedback about Salesforce Sales Cloud is related to our recent delivery of a large project in the solar industry, where we have utilized Agentforce, the AI. The implementation timing was almost one year. In this project, we have not only automated the whole AI journey but also achieved huge success with the three minutes quote process. If you land on their website, you enter your information, and your quote is ready, absolutely perfectly fine with the correct data and service provider. You can get your quote done within three minutes. The moment you hit claim now or save for later, the AI starts working, which includes auto follow-up via email, SMS, and even voice agent calls to help sellers sell faster.
The company name is The Very Good Solar Company. They are based out of Utah in the US, and the CTO is our very old client. This is the fourth project we have done with this client, where we have implemented Salesforce Sales Cloud, which is the unlimited edition of the highest edition of Salesforce Sales Cloud. We have fetched the whole data for every state because in every different state, there are different products permitted by the US government. We have integrated a couple of applications that tell you your monthly bill for the whole year and also check the rooftop, as the Google Solar API has been integrated, giving accurate information about roof size, how many maximum panels can fit, shadow analysis, and financial analysis from the Solar API. Based on that, it tells you that the 100% offset can be achieved with eight, 12, or 16 panels, increasing by four panels each time. That is the configuration we have done, and that's all we have for now.
What is most valuable?
Salesforce Sales Cloud itself is a wonderful solution, and there are two different versions: Lightning and classic. The Lightning version is a new generation version compatible with any mobile device, whether it's a phone, iPad, or any size of screen. The reporting and analytics functionalities, especially with the Einstein feature, are wonderful because it allows for analysis of data regarding your opportunity pipeline, giving insight into how long it will take to close deals. This gives a great understanding of running different levels of campaigns and defining smart workflows, where if one task is done, the other task can automatically get created and assigned to different team members. This flexibility is a key benefit of Salesforce Sales Cloud.
Lead management is a great feature in Salesforce Sales Cloud because if you go for enterprise and above licenses, you can define different record types. For example, if one company is into two different businesses such as real estate and car reselling, both being opposite, this can be defined in Salesforce Sales Cloud, allowing for different workflows, fields, and mechanisms that do not affect each other's operations.
The predictive insight feature known as forecasting is a very old feature of Salesforce Sales Cloud, giving predictions based on your pipeline and previous opportunity closings. The new Einstein analytics feature is more advanced and is enabled with AI, providing better forecasting based on your current pipeline. Salesforce Sales Cloud is working smartly with AI to help close more deals based on opportunity stages, trends, and industries, advising on the steps to take next.
Lead generation is the most important thing because every sale starts from the lead. At the lead level, different stages and resources can be defined. You can capture leads from various resources, with Salesforce Sales Cloud offering a web-to-lead feature and integrations with LinkedIn to fetch data. Once a lead is qualified and converted into opportunities, there are stages with percentages, and workflows can help in easily closing deals.
What needs improvement?
Improvement is always necessary. The Lightning version and classic version have some differences needing improvement. For example, in classic, you can create different folders, but in Lightning, the document feature is not available; only files are accessible. This missing document feature in Lightning is something that Salesforce Sales Cloud should address.
For how long have I used the solution?
15 years
What was my experience with deployment of the solution?
We don't host or deploy Salesforce Sales Cloud as it operates on Salesforce's cloud system. All we do is access it and implement solutions according to the requirements and workflows clients seek. We customize it as needed and integrate third-party applications if necessary. No Salesforce Sales Cloud product requires hosting; it's all managed on the Sales Cloud.
What do I think about the scalability of the solution?
With 15 years of experience, we've found solutions for various problems, and while critical situations can arise, we are confident in our ability to resolve them. There aren't really obstacles in Salesforce Sales Cloud.
How are customer service and support?
There are two types of support: free and paid. Paid support provides quick assistance within 24 hours and can include technical help through screen sharing on platforms such as Google Meet or Zoom. For free support, my experience in India suggests that the support team requires more training as some are still not fully ready or aware of all Salesforce Sales Cloud features. They need better training, but generally, the support is good and responsive.
How would you rate customer service and support?
Positive
How was the initial setup?
Lead generation is crucial as every sale starts from the lead. At the lead level, different stages and resources can be defined. You can capture leads from various resources, with Salesforce Sales Cloud offering a web-to-lead feature and integrations with LinkedIn to fetch data. Once a lead is qualified and converted into opportunities, there are stages with percentages, and workflows can help in easily closing deals.
What was our ROI?
I always address requirements gathering with new clients, considering their vision for the future as it's crucial. We are not just implementing Salesforce Sales Cloud; we need to understand what the customer wants to achieve in 5 to 10 years. Implementation should align with their requirements and vision, so we prepare a scope of work document and suggest improvements. Many first-time CRM users are unaware of all features and best practices, so we guide them with use cases, sample work, or sometimes create a POC to show them how their system will look and the expected outcomes, ensuring the ROI is beneficial for them.
What's my experience with pricing, setup cost, and licensing?
Pricing in India has evolved as a reseller; the market has gone above a billion dollars for Salesforce Sales Cloud. This happened for the first time because of the new CEO, Arundhati, who revolutionized pricing strategies, allowing discounts of 60-70% for Salesforce Sales Cloud in India. Salesforce Sales Cloud also supports implementation, helping with the right consulting partners, and conducts surveys after project delivery to ensure the implementation partner was helpful and that the solution met the client's needs.
What other advice do I have?
As a Salesforce Sales Cloud partner, we take care of Salesforce Sales Cloud projects. Both Agentforce and Salesforce Sales Cloud are available. We operate as a reseller and implementation partner. On a scale of 1-10, I rate Salesforce Sales Cloud an 8.5.
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?
Other
Worked on sales cloud for clients of diversed industry
What do you like best about the product?
The data model, wotkflows, automations and easy customization capabilities provided by Salesforce
What do you dislike about the product?
It is costly of mid sized Indian customers.
What problems is the product solving and how is that benefiting you?
Managing lead capturing, nututing, converstion. Opportunity management, automated tasks, and reports and dashboards.
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