Salesforce Sales Cloud Reviews & Product Details

Salesforce Sales Cloud stands out for its ability to streamline sales processes and drive meaningful results. Here are some of the upsides of using Salesforce Sales Cloud:

Comprehensive Lead Management: It allows teams to track, nurture, and convert leads efficiently, ensuring no opportunity slips through the cracks.

Customizable Dashboards: Real-time data visibility empowers informed decision-making and lets you tailor metrics to your unique business needs.

Salesforce Einstein AI: Predictive analytics and AI-powered insights prioritize leads and provide actionable recommendations for sales strategies.

Automation of Repetitive Tasks: Automation frees up time for sales teams by handling tasks like reminders, follow-ups, and email campaigns, boosting productivity.

Collaboration Features: The platform fosters seamless teamwork between sales and marketing teams, ensuring alignment and better pipeline management.

Scalability: It's perfect for businesses of all sizes and adapts as the organization grows, making it a future-proof solution.

Mobile Accessibility: Sales Cloud's mobile functionality ensures sales reps can stay connected and productive, even on the go.

Integration Capabilities: It integrates with a wide range of tools, such as marketing automation platforms, CRMs, and analytics systems, creating a unified ecosystem.

Customizable Features: The flexibility of Sales Cloud ensures it can meet the specific needs of your business without unnecessary complexity.

Enhanced Reporting and Forecasting: It provides detailed reports and predictive insights, helping businesses plan and adapt more effectively.

Overall, Salesforce Sales Cloud is a robust tool that empowers teams to close deals faster, align marketing and sales efforts, and deliver exceptional customer experiences. Review collected by and hosted on G2.com.

While Salesforce Sales Cloud is a powerful platform, there are some areas that could be improved to enhance the user experience:

Initial Setup: Getting started can require time and effort, especially for teams new to CRM systems, but the results are worth it once everything is in place.

Advanced Customization: Some complex customizations may need additional technical expertise, yet the flexibility of the platform overall is a major advantage.

Cost Considerations: For smaller businesses, the pricing might seem high, but the scalability and return on investment make it a valuable long-term solution.

Learning Curve: Training is often necessary to maximize the platform’s features, but once adopted, teams can see significant benefits.

Performance with Large Data: Occasionally, system speed may be affected when handling large-scale data or integrations, though the platform remains reliable overall.

Support Experience: Customer support is generally helpful, but resolving complex queries might take longer at times.

Integration Management: While integrations are robust, managing them can require some technical know-how, but they open up incredible possibilities for streamlining workflows.

Mobile App Features: The mobile app is useful for staying connected on the go, though it doesn’t always match the desktop functionality. Review collected by and hosted on G2.com.

I feel incredibly blessed to be implementing Sales Cloud, as all the features in one place make it a lot easier to get multiple tasks done at once . Especially the implementation part, where I was able to automate a few repetitive sales processes using flows, was straightforward. All I had to do was just get my record variables and a few others straight, then everything else fell in place. I frequently use it as my job is to implement things in Salesforce, and integrating it with twitter was what I did recently. When I faced a problem recently regarding one of such tasks, I was able to easily resolve it through their customer support as they are proactive and very informative with the help. Review collected by and hosted on G2.com.

I especially find it useful, and all I can think is how to use it another day and how I am supposed to get to know all the features, rather than finding any flaws. It is almost flawless, but sometimes, when the server is down, that's when it frustrates me a bit. Every other time it's just a new feature, and new idea, and a new implementation. It is slow for a few tasks, but it is something manageable. Nothing that worries me even one bit when it comes to Salesforce. All I had to do was have a plan in my mind about how to structure my work and just get it done. Review collected by and hosted on G2.com.

I love how easy it is to create reports. It is user friendly and the training does not take long whenever we have an onboarding. Their customer service is amazing and they are very kind and patient. We use it daily for our clients, students and even patients. I love that it is integrated with so many platforms. I am able to add and remove features all the time with no issues at all. Review collected by and hosted on G2.com.

I don't like that we can't move a form around. For example, if I am completing a progress note and I want to see the page behind it, I am not able to move the form to the left or the right. it's not movable. Review collected by and hosted on G2.com.

I love to use SalesForce integration. Its very easy to use this and create leads in this integration. I used this to create leads via activecampaign.Also, use this to send the campaign to the salesforce record of leads or contacts. I started using this 2 years ago and It really helped me to engage with the customer and increase the revenue. we can send marketing emails sequence vise via setting a trigger based on form submissions or deal. I like about this is when any lead status changes it automatically updated the data and reflected in activecampaign or whether any changes made in activecampaign it automatically changes in salesforce. Review collected by and hosted on G2.com.

There is nothing i dont like about SalesForce. Review collected by and hosted on G2.com.

I use Salesforce Sales Cloud daily as it has been integrated with all my other work applications, which is great because I don't have to open several windows/apps. It has been invaluable support to stay on top of my meetings and have a quick snapshot of the customers I am meeting with. It is also a great way to keep on top of the myriad things that can happen throughout my day. It has been really great to be able to use this application at work, and I wish my previous employers had used it as well; it would have made my work life so much easier. Review collected by and hosted on G2.com.

Having to sign in over and over again can be a bit annoying. Especially if I have only left the page recently. Review collected by and hosted on G2.com.

I like how it is easy to use salesforce to update on different issues faced by various customers. It is easy to implement various criteria as well in salesforce. We are also able to upload our own knowledge articles, and so everyone else will be able to gain the knowledge from it. The platform is user-friendly because if i need to find a particular knowledge article or a particular case related to a customer, this platform allows to send SMS's , emails, create fault cases and helps to distinguish between each of those. I am able to assign cases to myself and change owners of the cases. It has very clear instructions on how things should be done. Our company has integrated it very well with our companies other websites, so we are able to directly communicate between salesforce and other websites. Agents in our company always use salesforce. It is used to update about each and every interaction we have with our customer. Due to this we are able to assist the customers effectively, by referring previous case notes that are updated by previous agents, thereby making customer support reliable. Review collected by and hosted on G2.com.

At the first glance, it is quite hard to figure out what has to be done, or how it has to be done, but with time, when you get used to it, it will be fine. Review collected by and hosted on G2.com.

I have worked with Salescloud for over 2 years and I love the easy navigation and UI in general. Ive found Accounts and Contacts objects to be super useful in my experience and lightning experience makes it all better.

I love list views and more so with the launch of Intelligence views in Spring 24. Its very easy for me now to view all Accounts data in once place for example-

I dont have to revert back to account record page again and again and can just see all the info i need from selecting the name in the list.

Having Leads Contacts data activity is also very useful for customer analytics and removes the need for excel sheet in many business scenarios Review collected by and hosted on G2.com.

I didnt like Flow Builder much. Its hard to learn and very complex for me. Logic building is not that easy. Review collected by and hosted on G2.com.

The best thing that i would like from sales cloud is that the creation of case and work orders. It supports customers to interact with people like a social platdorm and getting updates on daily basis. Doing this Everyday it really helps the customers to interact with new peoples and keep on sharing their insights. Review collected by and hosted on G2.com.

I'm using this sales cloud for the past 2 years and i havent seen any lag or defect in this product. Review collected by and hosted on G2.com.

This tool is more for sales and marketing CRM than for back-office use. It's good at integrating emails and workflows into background systems. It also works well with integrating identification and verification tools to identify clients or prospects. Review collected by and hosted on G2.com.

The documentation system is not the best. While you can upload documents, viewing them can only happen one image at a time. It's also not the best tool for linking entities to each other as contacts can only be linked once, to one entity and not multiple ones. Review collected by and hosted on G2.com.

Sales cloud of salesforce is the origin of sales process which helps client to fulfill there business requirement and achieve there system goals.

The standard features and functionality are designed so well to handle the basic needs of business models.

It also provide the customization functionality which is one of the great deal to conduct your personal CRM as per the business Model. Review collected by and hosted on G2.com.

Some limitation like calling of data from external system in limited size. Review collected by and hosted on G2.com.