Salesforce Sales Cloud Reviews

Most people believe SF to be a CRM and while that is true, it's much more than that. It's a platform that leverages the technology of the CRM and is so easily customized that it can manage your entire business. This is the next generation of technology for every business need.

While the capabilities are nearly endless, not everything is offered out of the box. SF offers a lot of different products and has an extensive community of 3rd party app providers that allow for additional functionality that can be installed. Some of these products are free while others are paid beyond the initial licensing purchase through SF.

1. It has programmable options
Having the ability to customise various features to better suit your team, needs, and work style is one of the main advantages of utilising Salesforce.

With this much adaptability, you can shape a lot of Salesforce's capabilities to better fit the workflows and procedures that your team already uses.

2. It's a single solution for sales, marketing, and CRM.
Utilising Salesforce also has the benefit of providing a comprehensive, all-in-one business growth solution.

3. It works nicely with different platforms and tools.
The range of third-party connections available in Salesforce allows you to sync data and other insights from your platforms with the CRM, which is another benefit of adopting Salesforce.

Since Salesforce depends entirely on an Internet connection, it needs to be dependable and stable.
It is possible that you will have less control over scheduled downtimes and CRM upgrades due to your complete reliance on the Salesforce database.

I love that there is a mobile app on my cell phone that I can use to enter information on the go. In 2024 we are all attached to our cell phone so this makes it super convenient.

Sometimes there are too many options to select from I wonder, if perhaps there is a functionality to allow the end-user to customize the options that are available to them maybe hide certain functions that they don’t use?

As someone who self-taught themselves how to use the software for mass email marketing, Salesforce is super beginner friendly.

The process for updating distribution lists is quite tedious and can easily be messed up and need to be reevaluated.

I was actually supporting the sales team in using the tool more efficienctly. Lead tracking and scoring system was good as it help to priortise the leads. Easy Integrations with other tool was also a nice thing with salescloud.

The intial set up and customisations were very complex abd alsoonfiguring it to match specific business processes can be time-consuming and sometimes requires a steep learning curve.

It is a great tool to track and analyze all sales and marketing data. It has plenty of customization and integrations available.

SFDC has a mind of its own, you need to know what you are doing if you are an administrator, however that doesn't mean you can't learn. Currently, not all functionality is available in Lightnighting (we use lightning and I keep being sent back to classic to fix some stuff).

Our onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability. We can setup whatever fields we need and collect whatever data we need based on various workflows. You can also create automated tasks.

Salesforce is a bit clunky and slow at times. We had to have training by a Salesforce expert to implement the systems we needed, so I wouldn't say it's very user-friendly (but that's expected when you have such a robust system).

Easily defined, fully connected and talking features. It is widely popular in each industry sector, market leader and radical in changing the whole ecosystem of CRM industry. SaaS or PaaS it has changed whole ecosystem. Every company which is on on Salesforce has saved tonnes of money and time while focusing on their potential.

Too many customizations lead to duplicate efforts. It releases so many versions so fast that sometime unnecessary update clients do.

SFS is a very powerful piece of software that is a dream if you take the the time to configure it and a nightmare if you don't. Those who fail with SFS are the people who think it's a turnkey solution that you can just buy and start using. Nope. You need to configure the heck out of it to suit your needs. If you take it seriously, capture workflows and goals for your team well, and take the time to set it up, you will be very happy with this solution. It doesn't need to take years, but it does take dedicated time.

The pricing is high. Social media tools for the application are pretty weak. Plus, out of the box, it's overwhelming and just not usable.

The ability to integrate with such a large number of 3rd party apps and build the ultimate tech stack

The platform is so powerful and has so many features and functionality, the more complex your use case the odds are you'll need to hire an expert to build out your org

I like that it can help us get our sales department more organized, that it's easy to use, and that I can save all of my leads in one place. Furthermore, because to Salesforce's popularity and scale, virtually every other tool or piece of software exists or is in the process of developing an integration with Salesforce.

There is a steep learning curve associated with using Salesforce Sales Cloud, as it is not intuitive to novice users. Salesforce Sales Cloud's pricing structure may be out of reach for startups and other small organizations.

One of the most commendable aspects of Salesforce CRM is its user-friendly interface, which made the transition smooth for our team. The easy to digest layout and customizable features allowed us to tailor the CRM to fit our specific needs without overwhelming complexity. This adaptability ensured that every team member could seamlessly integrate Salesforce into their daily workflow, enhancing productivity across the board.

While Salesforce CRM offers a comprehensive suite of features and benefits, one notable drawback is its cost. For small or budget-conscious businesses, the expense associated with Salesforce's subscription plans and additional add-ons may pose a significant financial challenges. As businesses scale and require more advanced features or additional user licenses, the cost of maintaining Salesforce CRM can escalate rapidly.

Salesforce CRM was worked to address the issues of undertakings and huge organizations, yet as the SaaS world detonated and independent venture arrangements turned out to be more normal, Salesforce extended its extension with smoothed out alternatives that were simpler and more reasonable to get fully operational. Today, the CRM goliath offers clients of each kind admittance to incredible business programming with a lot of customization alternatives. The valuing scale Salesforce utilizes makes it simple for developing organizations to work out profoundly progressed frameworks, piece-by-piece, as they develop.

The sheer versatility of Salesforce settles on it a fantastic decision for organizations that are rapidly extending. The Salesforce AppExchange store is one manner by which CRM clients can work out adjustable frameworks. Through the store, Salesforce offers outsider incorporations for a huge number of applications and programming items that range from in-house Salesforce additional items to outsider arrangements (both paid and free).

Evaluating alternatives with Salesforce can immediately get confounded, and numerous clients gripe about an absence of lucidity with regards to what is incorporated and what costs extra. Clients who imperfect from Salesforce frequently refer to this sort of disarray.

Salesforce is not only appealing to the eye but the page is full of images that gives you that feeling of productivity! Salesforce chose a great color in business.. BLUE, which indicates Salesforce to be a dependable, confident application. The role in which I work is that of an Asst. Office Manager and HR Representative and I love that Salesforce offers many facets that I utilize daily. Timeclock Online and Chatter are my most favored features (at the present time). Timeclock Online is user friendly and I am able to collect data on a dime! Chatter is a direct messenger but also time stamps and leaves a record that all can access and pick up where someone or a process was left. I could go on and on but I must mention the Free tutorials and the Community which keeps you abreast to the latest and greatest news. When I am having a challenging moment (brain fart) I can always rely on Salesforce support to assist and get the job done!

What I don't like about Salesforce is that it offers so much and I don't know it all (no fault of Salesforce). There are time we're I can get overwhelmed with different aspects of the application. More so a personal issue and not a Salesforce issue is that I am not the certified Salesforce user. When I first started utilizing Salesforce, it was a challenge to distinguish the purpose of the different consoles and their efficiency. Lastly, (at the present time) I regret that there is not an option, or one that I am aware of that would allow you to color code your tasks to help distinguish different tasks that are commonly performed daily. This of course is a personal preference.

Easy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process.

Most likely due to our initial implementation, pulling reports is sooooo tedious. Salesforce sales cloud doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes.

A platform that offers sales management, customer service, marketing automation and partner relationship management. It is a c cloud-based CRM solution, Salesforce gives you anywhere, anytime, access to your business data, even from mobile devices. This platform helped us streamline our process and logged our conversation with each of our clients/candidates keeping track of the discussion history and knowing where we left at. It has a good contact management system that allows the users to store a lot more information like account/client details, addresses, other available information which allows a good account info overview. The Dashboard is customizable and can fit to what their client needs and requires for the specific process. It's an easy to navigate software especially for those who had been into cloud-based platform before.

The complexity of its features sometimes are not being exhausted/maximized by small-scale businesses and could get overwhelming at times. Pricing may be a bit high for a small company especially if they want something that is more customizable. For our team, it took us a while to navigate the platform fully and think of was on how to customize the platform based on our needs. Knowing what is already available for us and what can be considered for the future is something that we get to deep dive over the course of months and a lot of collaboration and dicussion with the team. Reporting issues might be a bit hard in terms of knowing who is responsbile for certain technical glitch if its Salesforce folks themselves or some app that links to it.

Salesforce is the #1 CRM for a reason: it's robust, highly customizable, integrates with a million other software and apps, and there's just about a product for every customer's use case. In the five years we've used it, we've gone from a very basic, low-users (sales only) plan to an Enterprise plan used by every but one of our company's departments. It's absolutely core to our business.One of the things I appreciate the most is how customizable it is. The custom field limits on every object are very high. The Flow feature allows for extremely powerful automation, without any code. (I'm an accountant by trade and I managed to program everything with just a bit of help from a consultant and Salesforce support.) Salesforce regularly offers webinars, ask an expert sessions, and the help database is huge - both Salesforce's and blogs outside of it. If I can't find an answer to something, the Trailblazer community will usually provide it within a couple of days. The self-training platform is constantly updated and the modules are highly valuable, especially when you start out. There's always a ton of new features deployed with every update (three times a year!). Finally, the AppExchange market is massive, with apps ranging from free to pricey that you can download and try out. We use a few apps developed by third parties that fix an annoyance we had with the system and work very well.

As with all software-as-a-service models, Salesforce can become pricey, fast. Every time you want to add a new add-on, price is calculated per user. Some of them allow for a limited number of licenses so you don't have to buy one for every user; other modules force you to pay for all users, no matter if they'll use it or not. Even for some third party add-ons, you have to purchase both a subscription to whatever software you want to use, plus pay a fee to integrate with Salesforce. They become more flexible with pricing at the end of their fiscal year, but they're quite rigid otherwise, and forget about ever diminishing your number of user licenses!

Extremely customizable and extensibleEasy to build custom objects, fields, relationships between objects, etc.No-code Flows offer an ability to automate your system without resorting to Apex codeAppExchange offers multiple tools to expand your org's usability and integrate with other web-based applicationsMassive infrastructure and widespread adoption increases ability to interact with other web-based applicationsLarge 24/7 support teamPermissions are very granularStrong API support with capability to update org metadata using VS Code and other toolsHIPAA/HITECH/SOC certified

No native backup solution (and if you ever need to restore, good luck!)Very expensiveComplicated licensing and versions (Standard, Enterprise, Unlimited, etc.)Permissions are endlessly complex to configure and maintainEndlessly complex to maintain (private vs public list views, related lists, page layouts, lightning layouts, sharing settings, Flows, reports, dashboards, etc.)Salesforce make changes on a quarterly cycle which can impact your business processesInconsistent platform behaviors (Classic vs Lightning)Limitations can be incredibly frustrating, often with no workaroundsNot an ideal solution for small companies