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Salesforce Sales Cloud

Salesforce, Inc. | 1

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External reviews

9,999 reviews
from G2

External reviews are not included in the AWS star rating for the product.

    Christopher R.

Number 1 for a reason

  • September 22, 2017
  • Review verified by G2

What do you like best about the product?
The easy customization to fit what i need
What do you dislike about the product?
Cost would be the biggest downside, premium product and price is reflected
What problems is the product solving and how is that benefiting you?
Tracking leads, quoting, sales, also project management and project implementations
Recommendations to others considering the product:
Salesforce is costly but the features it has beats all others. The ease of setup and customization really lets it shine and do what is needed. I've seen it work for large orgs like Disney and small 1 person shops just the same.
It has open API's which let it talk with so many other system and letting them do when they do best while still using the CRM for it's needs. I also lets you grow and expand with the product, so as you need more you don't need

    Rick A. S.

Salesforce CRM Experience

  • August 29, 2017
  • Review verified by G2

What do you like best about the product?
It is fast, powerful, can hold a lot of information, and is easy to use and gain knowledge and information within the platform. There are a ton of integrations that you can use within Salesforce, and the charting/noting that is included is very useful to setting up new tasks and finishing old ones
What do you dislike about the product?
Sometimes the functions don't make sense, and you have to find work-arounds to get to what you are looking for; It is kind of old looking; however, that is mostly an aesthetic thing and doesn't impact the performance. The system is very big and complicated, so sometimes getting issues fixed and changing things within the platform can take longer than you want
What problems is the product solving and how is that benefiting you?
We are maintaining a database of personal so that we can have cross-communication and prevent over-exposure to calling people too much. We use it to create meetings and jobs/assignments within our platform to be able to follow multiple steps of the sales process closely
Recommendations to others considering the product:
Trainings/Classes

    Daniel R.

Great user friendly experience

  • August 02, 2017
  • Review verified by G2

What do you like best about the product?
I like that the program is very user friendly and it is very easy to navigate. There are many tabs and features that one can use in salesforce which will make their life easier. The customer support has also been great when desiring a tutorial or needing help with some of the more advanced features.
What do you dislike about the product?
At times the program may run slow but honestly I think that is my network connection and not the salesforce program at all.
What problems is the product solving and how is that benefiting you?
Communication between different parts of the company and storage of this data. The benefits of this is a smooth work flow and great record keeping / retrieval of data. The program also allows to query for specific data one is looking for.
Recommendations to others considering the product:
Salesforce is a great program and I recommend using the platform.

    John S.

SFDC is the WIN

  • August 01, 2017
  • Review verified by G2

What do you like best about the product?
The complete and utter customization of how you can make SFDC reports and views. No matter what it is, I can build the views in the way I want to see what I want. This is especially helpful when building call lists for not just myself, but my team members. I can assign them by name and say who they call, etc. And I can create reports to track their activity, see meetings set, etc.
What do you dislike about the product?
I dislike how slow it can get when you have multiple windows open. Often, the easiest way to run SFDC is to pull up each lead in a new tab, and then cycle through the machine. This can, and often does, cause Sales Force to bog down and become slow. It's happened everywhere I've ever worked and done the multiple tab thing. It seems that 15 is about the max number.
What problems is the product solving and how is that benefiting you?
Tracking calls, tracking activity, and tracking sales. All are easily solved with Sales Force. It makes it easier to see what my team is doing, how they are doing, and how they are progressing their sales pipeline at a quick glance, or I can get in depth and study the details, if needed.
Recommendations to others considering the product:
It's more powerful than Zoho or some of the others out there, and the automation of contract use is *outstanding* in it's effectiveness.

    Marketing and Advertising

Lightning or Classic - Sales Cloud is for you

  • August 01, 2017
  • Review provided by G2

What do you like best about the product?
Even by switching to lightning, SFDC still is THE most useful Sales Tool out there.
Agile and robust, it's always moving with us and we move along.
What do you dislike about the product?
More changes are needed to make it a smooth, integrated tool
What problems is the product solving and how is that benefiting you?
Tracking of all data - Marketing -> SDR -> Sales ->AM

    Erik V.

The #1 CRM

  • June 27, 2017
  • Review verified by G2

What do you like best about the product?
Salesforce is a great CRM for managing leads throughout the entire sales funnel. It makes it easy to track lead and contact activity, and generate reports for pipeline forecasting.
What do you dislike about the product?
Along with a great complexity. The backend of Salesforce can be a bit daunting if you aren't familiar with it or a certified administrator. My advice is to have your Salesforce CRM implemented and customized to meet your unique business needs, although the out-of-the-box functionality is a solid foundation for basic sales cycle management and reporting.
What problems is the product solving and how is that benefiting you?
Complete management of all things sales. Prospect and lead activity, opportunities, pipeline management and forecasting, etc. Salesforce is made to be fully customizable to your organization which makes it truly a unique CRM.
Recommendations to others considering the product:
Make sure you work with your rep on getting exactly what you need for your business. Some of the reps only seem to care about upselling you products/services you don't actually need. I would work with an independent consultant on customizing the Salesforce platform to your specific business goals. It can be a painful process to customize the platform if you are not familiar with Salesforce.

    Simon W.

The less flashy of the two core Salesforce platforms, but pivotal.

  • June 23, 2017
  • Review verified by G2

What do you like best about the product?
It does what it needs to do very well. You don't need a lot of configuration to get up and running, the time to an effective Lead -> Sale pipeline is pretty fast. This obviously come with a caveat that how you implement or configure can make this process as painful or pain free.
What do you dislike about the product?
To make it into a better Sales tool, you're looking at spending money - whether this is a proper CPQ capability (SF's Revenue Cloud IS a comprehensive quote to cash platform, so don't feel too bad here) or other supporting technologies such as whitespacing applications, document generation and signatures.
What problems is the product solving and how is that benefiting you?
Sell better and more effectively. We have bolstered our Sales Cloud with Industries CPQ (spoiler: I think I would have prefered Revenue Cloud). It is 60% of the way towards providing a unified picture of our customer. We need to do some serious UX work and retire the legacy that older platforms have imposed on us.
Recommendations to others considering the product:
Investigate the Accelerators - they'll get you up and running in best practice principles quickly.

    Eric P.

The most innovative CRM in the planet

  • May 10, 2017
  • Review verified by G2

What do you like best about the product?
SFDC is super flexible and so much more than just a CRM it allows me to scale up to ERP
What do you dislike about the product?
Reporting has come a long way - but I still find myself having to download to Excel in order to do some tasks that I feel should be built in.
What problems is the product solving and how is that benefiting you?
SFDC is currently our ERP system. It touches virtually every aspect of our business in some way. AS a SFDC Administrator have been lucky enough to build a career based on Salesforce.com expertise.
Recommendations to others considering the product:
Take the time upfront to document business processes and needs and put some business rules in place prior to implementation. Wherever possible customize with CLICKS not CODE. A declarative solution is almost always preferable to a programmatic solution.

    Andrea S.

More than a CRM

  • May 09, 2017
  • Review verified by G2

What do you like best about the product?
There isn't much you can't do with Salesforce, especially as they continue to grow their technology organically or through acquisition. With so many products built on the platform or integrating to it, you're pretty much set.
What do you dislike about the product?
It can be difficult to keep up with all the new options and add-ons.
What problems is the product solving and how is that benefiting you?
I've worked for multiple companies that run the majority of their business in or through Salesforce. We've managed our sales, accounting, customer success and more.

    Vinita B.

Salesforce - A powerful CRM

  • May 03, 2017
  • Review verified by G2

What do you like best about the product?
With Salesforce CRM, users can store and manage customer information, contact info, accounts, leads, and sales opportunities, in one central location. Salesforce helps in increasing leads flow, close more deals, drive customer loyalty and satisfaction. It gives you all you need to work smarter and faster, and help you keep your customers happy.
What do you dislike about the product?
The cost of integrating Salesforce to incorporate it into a company can sometimes be expensive and it may exceed the costs of the software itself.
What problems is the product solving and how is that benefiting you?
The Salesforce database uses is very helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company.
Salesforce and good customer service comes hand in hand. It allows customization of profiles for individual customers as well as quick, organized access to individual records
There is also no need to purchase software and hardware systems to help maintain and keep the application running. Therefore, unlike most software, Salesforce requires no capital investment.

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