Salesforce Sales Cloud Reviews

4.4 (17,555) Write a Review!

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Pros:

The dashboard is in every case exceptionally alluring and basic. The interface is delightful and generally has an excellent cost.

Cons:

There are countless strides to having a total record, so this is definitely not a languid program. In case you will utilize it, focus on utilizing it, in any case, nonsense in, nonsense out.

Salesforce Sales Cloud ratings

Average score

Ease of Use
4.0
Customer Service
4.1
Features
4.4
Value for Money
4.0

Likelihood to recommend

8.1/10

Salesforce Sales Cloud has an overall rating of 4.4 out 5 stars based on 17,555 user reviews on Capterra.

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Avash
Avash
IT Director in Nepal
Verified LinkedIn User
Information Technology & Services, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

Full Fledged CRM for Every Business

5.0 10 months ago

Comments: My overall experience with Salesforce Sales Cloud has been exceptional. It's easy to implement, maintain and teach others to use it. The functions and flows are intuitive and easy to navigate once we get some experience. I highly recommend Salesforce Sales Cloud to every business as it can be used by businesses of any size.

Pros:

While there is a bit of a learning curve - Salesforce has exceptionally good and intuitive flows we get used to it. Another thing I like very much about Salesforce Sales Cloud is its scalability. Any business size can use it and scale it as the business grows which is rare in other CRMs as most are dedicated to certain business sizes. It is also flexible and customizable. I have set it up for a few clients of mine with little deviation in usage requirements and it worked perfectly with all of them. There is also a lot of automation that we can directly use - also we can take benefits of easy integrations available with other service providers. Also, it generally has more functions than we need so we don't need to worry much if the software is enough for a company. Maintaining it is also easy as every cloud service. Also, as with every cloud service - we can access it from different kinds of devices which is a added bonus.

Cons:

I don't think there is much to dislike about Salesforce Sales Cloud - I think the pricing for small businesses can be better. Also, there is a bit of a learning curve but that's okay as of all CRM I have used to date - Salesforce was relatively easier to learn.

Noam
Founder in US
Media Production, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Incredible Benefits of Salesforce Sales Cloud

5.0 2 months ago New

Comments: Overall, we have had a great experience using Salesforce Sales Cloud. It has allowed us to better understand our customer base, which in turn has enabled us to provide better customer service.

Pros:

Salesforce Sales Cloud is an incredibly powerful and comprehensive CRM tool. Its user interface is easy to use and the workflow is intuitive. The reporting capabilities are also robust and allow us to get a better understanding of our customer base.

Cons:

The cost of Salesforce Sales Cloud is quite high, and there are some features that are not included in the basic package. Also, some of the more advanced features can be complicated to setup and use.

Jay
CEO in US
Health, Wellness & Fitness, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Save your time and money!

2.0 3 years ago

Comments: We signed a Salesforce contract for Lightening Cloud Enterprise edition at $1500 per seat almost three years ago. We get SOME value out of it. However it is like being a non-pilot and being plunked into the cockpit of a 747. Yikes. Seriously. And we have consistent duplicate contact issues that SF wants to charge us to fix. Really? The sales person who sold us Enterprise laughed all the way to cash her commission check. We have five seats...so not a big fish for them. We foolishly paid for "Premier Support" at $187 / mo. Even with Premier, you have to submit a ticket and then wait (usually within 24 hours) to get a call back. Tough if you have a 911 issue. Then we added insult to injury: we bought a Pardot license almost two years ago. If you are reading this and considering Pardot, SAVE YOUR MONEY. Unless of course you have a full in-house development staff that can run it. We use Drip now for a fraction the cost, it has all the functionality, is easy to use (point and click mostly - no developers) and it integrated with our Magento store without a sophisticated API. To be fair SF helped us reinvigorate our retail sales effort (we were WS primarily). But at great cost and with limited functionality. SF could be OK, but be warned it requires a lot of training and / or technical expertise to leverage it fully. It is a legacy platform and cannot adapt easily. Pardot was a complete waste of time and money. As stated we've already moved off Pardot. We will be leaving SF as soon a

Pros:

Salesforce has good functionality (if your team has a developer or VERY tech savvy person). Salesforce Pardot - nothing.

Cons:

Salesforce is a legacy platform: EXPENSIVE, complicated, not easy to learn or fully leverage. Pardot same - it requires a developer or "Salesforce Pardot Partner" to actually create (more properly code) your campaigns.

Bernardo
Operations Manager in Costa Rica
Marketing & Advertising, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

Grow Your Sales with Salesforce Sales Cloud!

4.0 2 months ago New

Comments: Overall, my experience with Salesforce Sales Cloud has been positive. The software is easy to use and provides a lot of features, which makes it ideal for managing customer relationships and tracking sales activities. The integration with other software is also great, and the cost is manageable for many businesses.

Pros:

I like that Salesforce Sales Cloud software has an intuitive user interface that makes it easy to use and customize, and provides a wide range of features for managing customer relationships and tracking sales activities. I also appreciate the ability to integrate with other software, like email and CRM systems, to make data-driven decisions.

Cons:

I don't like that Salesforce Sales Cloud can be a bit expensive for small businesses, and the setup process can be a bit frustrating. Additionally, the software can be a bit overwhelming at times, as it can be difficult to find the features you need when you don't know exactly where to look.

Nicholas
Nicholas
Ceo in US
Verified LinkedIn User
Consumer Goods, Self Employed
Used the Software for: 1+ year
Reviewer Source

The Ultimate Business Weapon

5.0 2 months ago New

Comments: Salesforce is a powerful CRM and cloud computing platform, providing a wide range of tools for businesses to effectively manage customer relationships and automating many of the processes and tasks related to customer service and sales. The platform is very user-friendly and easy to use, making it a great choice for companies of all sizes. The intuitive interface and straightforward navigation make it easy to access the features and functions that are necessary for managing customer relationships. The platform offers a wide variety of features and functions that are designed to help businesses streamline their operations. The Salesforce AppExchange provides an expansive library of apps from third-party developers that can be integrated with the platform, allowing companies to customize the platform to meet their specific needs. The platform also offers a robust analytics tool, which provides powerful insights into customer data, allowing businesses to identify trends and make informed decisions. The Salesforce platform is highly secure and reliable, making it a great choice for businesses that need a secure and reliable CRM system. The platform’s advanced security features and 24/7 customer service ensure that customer data is always protected. Additionally, the platform is regularly updated with the latest features and technologies, ensuring that businesses remain up-to-date with the latest advancements.

Pros:

1. Unparalleled Customization: Salesforce provides unparalleled customization capabilities that allow users to tailor the platform to meet their specific business needs.2. Automation: Salesforce enables users to automate key processes, such as lead capture and customer support, to save time and increase efficiency.3. Easy Integration: Salesforce has a platform-agnostic integration strategy that makes it easy to integrate with other cloud-based applications and systems.4. Data Security: Salesforce offers robust security features that protect customer data and ensure compliance with applicable regulations.5. Scalability: Businesses can scale their Salesforce usage as their needs change, allowing them to take advantage of new features and capabilities as they become available.6. Cost Savings: Salesforce offers a pay-as-you-go model, allowing businesses to benefit from cost savings over time.7. Mobile Access: Salesforce allows users to access the platform on their mobile devices, allowing them to work wherever they are.8. Custom Reporting: With Salesforce, users can build custom reports to get insights into their business operations and make informed decisions.9. Customer Support: Salesforce provides exceptional customer support, including online forums and a wide range of helpful resources.10. Community Connections: Salesforce's vibrant community of users and developers provide an invaluable resource for learning and collaborating.

Cons:

1. Cost: Salesforce can be expensive depending on the type of license you require.2. Limited Customization: Salesforce does offer a lot of features, but it can be limited when it comes to customization.3. Complexity: Salesforce can be complicated to understand and use, so it may require a lot of training for new users.

Dennisse
Dennisse
Operations Manager in Philippines
Verified LinkedIn User
Telecommunications, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

The leading CRM we all recognize

5.0 2 months ago New

Comments: I always prefer Salesforce when choosing a CRM platform that can handle sales management and project management. I am used to this more than any other CRM out there and i trust this system to always have a way to work aligned with business needs.

Pros:

For me being an admin, SFDC is easy to deploy and learn even for beginners. It also is very customizable depending on your lead to money process.

Cons:

Limitation on objects can be a drag. But other than that, i have nothing i dislike about this software.

Charles
Reviewer in Kenya
Verified LinkedIn User
Computer Software, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Best CRM Software Out There

4.0 2 months ago New

Comments: Salesforce Sales Cloud is a robust and comprehensive CRM software that offers a wide range of tools to help businesses manage their sales processes and customer interactions. The software is designed to automate sales processes, increase productivity, and improve customer engagement.One of the standout features of Salesforce Sales Cloud is its customization capabilities. The platform allows users to tailor their sales processes to match their specific business needs and create custom workflows to streamline their sales processes. The software also provides a wide range of tools for managing customer interactions, including lead and contact management, email and calendar integration, and social media integration.Another major benefit of Salesforce Sales Cloud is its ability to integrate with other Salesforce products and third-party applications, such as marketing automation software and accounting systems. This allows businesses to easily share data and automate processes across different departments, resulting in increased efficiency and productivity.The user interface of Salesforce Sales Cloud is intuitive and easy to navigate, making it accessible for users of all skill levels. Additionally, the software offers a range of reporting and analytics tools that allow users to track their sales performance and identify areas for improvement.

Pros:

I like the fact that it is very effective.

Cons:

It is not beginners friendly and hard to use if you don't have experience

Noureddine
Noureddine
Manager of car rental company in Algeria
Verified LinkedIn User
Automotive, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source

"Maximizing Sales Efficiency with Salesforce Sales Cloud"

5.0 3 weeks ago New

Comments: In general, Salesforce Sales Cloud provides users with a favorable experience by offering a range of powerful features, real-time access to sales performance data, and seamless integration with other applications. The platform is known for its user-friendly interface, customizable options, and exceptional customer support, all of which contribute to a highly satisfactory user experience.

Pros:

Salesforce provides powerful resources to simplify the sales process, removing any complexities. This program supports team leaders in obtaining valuable understanding of the sales cycle, which can lead to the creation of successful methods for improving sales performance. Moreover, Salesforce allows for the easy access of helpful data that can assist in building and implementing sales pipelines.

Cons:

There is only one drawback of Salesforce that I have experienced - at times, the system can be frustratingly slow. When this happens during busy periods, it can be extremely irritating and can even make me feel angry.

Renu
Renu
Software Engineer in India
Verified LinkedIn User
Information Technology & Services, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Best CRM Platforme

5.0 2 months ago New

Comments: The overall experience with the salesforce sales cloud is really great. It helps a lot to businesses for manage and automates their sales processes.

Pros:

The Sales process automation is really excellent.

Cons:

It can be enhanced more for the change set to clone the inbounded changeset and use that to deploy in another org as an outbound changeset.

Anu
Operations Manager in Canada
Restaurants, 201-500 Employees
Used the Software for: 2+ years
Reviewer Source

Great Tool for Scaling Organizations

4.0 last month New

Pros:

- Great for organizations for scaling since it has whole ecosystems built into it-

Cons:

- a lot of customization is required to get the tool to operate the way you need it to- a dedicated resource is needed to help maintain and manage the tool and great resources are a necessary investment

Nicole
Founder in US
Hospitality, 2-10 Employees
Used the Software for: 6-12 months
Reviewer Source

The Premier CRM Software

5.0 3 years ago

Comments: Salesforce has been a lifesaver as a user and admin. I have used multiple programs in both roles, and Salesforce wins hands down. I can't stress enough how much your future self will thank you by choosing the right CRM program the first time.

Pros:

In every company I have consulted for and worked for, we have used or switched to Salesforce. Once built out properly, it is an asset that is scalable and will continue to benefit your sales team. The functionalities are endless: Leads, Accounts, Opportunites, Metics calculators, pipeline management tables, Groups, and options to create products too! (This one was difficult to construct but I was more than ecstatic that I could use this for wholesale as well) Let's talk about customer support: Very comprehensive. There is a whole website dedicated to tutorial videos, live chats, and Q&A boards. If you still can't figure out the problem they do have a real human you can speak to who will help you out.

Cons:

The learning curve to set up your salesforce correctly is rough if you have not done any Salesforce admin work before. Starting off with a small group is easier, and the program is more forgiving when you have fewer accounts, leads, etc, but as your org grows, you will want to ensure that Salesforce is set up correctly. Errors with when you have a lot of data will take a long time to fix.

Regina
Configuration Specialist in US
Information Technology & Services, 501-1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Powerful, All in One CRM

5.0 2 years ago

Comments: I am a Salesforce Admin and I work in Salesforce daily. I enjoy using the CRM, I find it very easy to use and reliable.

Pros:

I like the tons of features that Salesforce has built into it. Those features are easy to use, easy to implement, and adoption rates are relatively high, even for people without a technical background (very important for sales users).

Cons:

I found Salesforce difficult to navigate when I first started using it, so it can seem daunting to new users until they get a feel for navigation. I also feel that Salesforce is rather expensive per license. I know the cost is worth it for all of the features that are provided, but still rather expensive.

Angel
HMIS Operations Manager in US
Nonprofit Organisation Management, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Salesforce Get Me

5.0 2 years ago

Comments: Using Salesforce for many years has helped keep track of everything business. We use it to track and organize email, notes, files and reports on clients and employees. We use the dashboard feature and notifications to stay on top of needs and alerts. It makes us more efficient in our work and our planning.

Pros:

I love the flexibility, the expandability, the collaboration I achieve with the entire organization has helped make us more efficient as a whole.

Cons:

The software is expensive yet they did give a non-profit discount that is appreciated. The buy-in from all users is also challenging just due to it being a new software.

Sam
Systems Architect in UK
Mechanical or Industrial Engineering, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

The best CRM in the world but comes at a price

5.0 6 months ago

Comments: Even though it's super expensive and you often need bolt-ons (paid or not) to do things that you think should be standard functionality, the fact it's so customisable and easy to use makes those additional headaches and annoyances go away.

Pros:

Sales Cloud is immensely customisable. Out of the box it has solid features but the ease at which someone can learn how to customise the system, all the way to building custom objects and flows is incredibly valuable. It's super easy to use as well

Cons:

It has some really daft issues, like sorting line items in a Quote needs a free appexchange program and even that's unreliable (with some users seeing different ordering). It also has very limited Quote template customisation, so you're pretty much forced to pay for a plugin like Conga Composer. It's very expensive and although there's lots of bolt-ons, it's all at increased cost.

Kunle
Consultant in US
Computer Software, Self Employed
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Top CRM if you know how to customize or can hire someone to

5.0 2 years ago

Comments: I used the platform as an employer, employee and now as a consultant. The platform is amazing as a place to store your data and make it actionable. Salesforce is constantly investing in improvements so if something is lacking, you will usually see a new feature that fills the gap in one of its release updates. And if there isn't something, Salesforce gives you enough access to the backend that you can build it/have someone build it for you.

Pros:

The ability to customize around any data solutions that your company needs is a huge benefit of the platform. And its popularity means there are integrations with most sales and marketing tools.

Cons:

The setup and implementation require a Salesforce administrator. You can navigate some things on your own but without hiring someone or finding a consulting partner to customize your applications, you won't get much value.

Kelly Michael
Kelly Michael
Director of Digital Transformation in US
Verified LinkedIn User
Telecommunications, 11-50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Excellent Features, Wide-Ranging, Enterprise-Level CRM

5.0 2 years ago

Comments: As I always say, you get what you pay for and that's certainly true with Salesforce. Adding Salesforce to your tech stack is a big investment, but one that will almost certainly pay for itself.

Pros:

Salesforce is incredibly robust for automation and capturing data if you have a knowledgeable administrator at the helm of your business. Being able to create different sections (objects), fields, reports and rules in a matter of minutes makes it the best CRM I have ever used.

Cons:

In Salesforce, everything is connected, which can often times cause errors or minor issues when making a simple change/addition. The software is getting better at educating users and administrators, but it lacks the full ability to debug easily.

Verified Reviewer
Verified LinkedIn User
Hospital & Health Care, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

May the SalesFORCE be with you!

5.0 2 years ago

Comments: Salesforce is a game-changer for our organization. We've reported out on items that previously we hadn't in years. There's very little manual effort now as we have so many triggers setup for automation.

Pros:

Without Salesforce our organization simply would not be able to function as quickly as we do now. We have so many automation processes and workflows setup that has saved us a lot of time. We use this platform across 15 departments in our organization, and it continues to grow. Everyone who sees the benefits of this great CRM... asks for User licenses... it's that good. We love the Contact Management, Lead-> Opportunity tracking and most importantly the Reports and Dashboards!

Cons:

Salesforce can be pricey especially as it grows within an organization, so that would be the one setup. However, they do offer a Non-Profit Starter pack that I'd recommend small non-profit organizations to look into.

Kiodashio
Designer in US
Design, Self Employed
Used the Software for: 1+ year
Reviewer Source

Outstanding tool for managing Sales

5.0 last year

Comments: My experience has been great with Salesforce but then again I love managing & having access to details. I will definitely recommend this if you have a business with a sizable sales team opposed to a small startup business with a very small team. However it depends on your desire for complex data management. If you're seeking to manage details; this is for you and it's actually great doing so too.

Pros:

absolutely love Salesforce, visually it has a clean look.  I would have to say that its one of the top CRM’s out there. It's extremely integratable, customizable, and great for tracking sales and managing your leads. This is great for your business giving all users easy access to key information while at the same time you can easily see all of your client’s activity.

Cons:

It can be difficult to make changes down the road as your business evolves and changes. Unfortunately the changes can be rather time consuming. Unfortunately sometimes the load times could lag.

Frank
Account Assistant in Nigeria
Hospitality, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Salesforce the sure CRM

5.0 2 years ago

Comments: Overall, I'd strongly recommend this app because it has a very good system for coordinating corporate operation, it's very easy to use, the navigation could be improved, and the load time is fast.

Pros:

Salesforce is an excellent tool that is very useful and budget-friendly, and it already has a lot of features to run regular tasks, arrange help tickets, and set reminders for important to-dos, whether they are urgent or not. It's also useful for integrating with other software for easier management, such as calendar apps. It includes sorting, categorizing, and marking filters, as well as a search tool.

Cons:

The only thing I found was that getting to where you want to go in this CRM took a lot of clicks. To open a specific ticket, for example, you'd have to first open a demo page before being able to open the ticket with the actual material. Although the site mapping was improved internally to and the amount of time it took to navigate from one page to the next. So far, it is the only disadvantage.

Abhinav
General Manager in India
Management Consulting, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Salesforce : From good-to-have to need-it-badly

4.0 3 years ago

Comments: The opportunity conversion rates showed an initial tanking but that was because we didn't figure out the actual lost opportunities earlier so from that perspective we have captured and entire new range of leads which we earlier lost without acknowledgment. Cannot share the actual conversion rate change due to business limitations but yes has impacted our top and bottom line.

Pros:

The lead curation process visibility, lead pursuit success and opportunity conversion rates are the key asks of any sales manager and sales leadership's top indicators for a health assessment of the business in general and marketing and sales efficiency in particular. The integration with ERP software while tough to achieve is of great utility

Cons:

The configuration changes as per the client requirement are limited and bringing up to speed is a little tough to manage for Project managers like me and the integration with ERP for an entire picture dashboard reality is very challenging. Dashboard creation being a remote feature doesn't help the case.

Rich
Rich
CEO | DRUMMER in US
Verified LinkedIn User
Used the Software for: 2+ years
Reviewer Source

I have found the SalesForce Platform to be robust beyond all possibilities. No match.

5.0 5 years ago

Comments: Absolute enterprise situational awareness. We operate in a high-criticality, high-consequences, high-reliability industry; Critical Medical Aviation. We must be aware of a wide range of matters and be extremely well-synchronized in our efforts - aviation, safety, logistics, customer focus, innovation, marketing, communications, professional-development, succession planning - all these and more are managed across the Salesforce Platform. Our industry is responsible to provide individuals with the highest probability of a positive outcome when their survival is at high risk. The Salesforce platform is virtually on board each flight.

Pros:

Form many years we used another CRM - that was just that - a CRM. Salesforce has become a platform capable of infinite applications and integrations. It requires an investment in funds - and yes - time. But anything of high-yield does. Key - is securing a solid company for the customization Salesforce Corporate does a fine job connecting with the best. I frankly am shocked that in today's world many organizations are still operating without robust CRM and synchronous applications. I would suggest to those about to embark on this - GO WITH SALESFORCE - the leader and don't waste precious time going through all kinds of demos with others. Bottom-line - Salesforce is ahead and keeps ahead and will continue to do so. This greatly lessens your risks, Just make the move then make the commitment to optimize the core capabilities.

Cons:

It's an odd thing - but - what like least is; far too many capabilities. One can be overwhelmed and fixated on constantly wanting more. So - there's the good news - a company will probably never be able to keep up with the options available - it will never be limited - therefore Salesforce is aspirational and helps to drive growth. I believe the company will never stop keeping way ahead of what customers or prospects want. Just advise to master the basics and then progress.

Kylee
Marketing Account Executive in US
Facilities Services, 1,001-5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Great for reporting, but not an easy platform to learn.

4.0 4 years ago

Comments: If you or your team does not have the time to fully invest in training and learning the platform to a deep extent, than this software would be a waste for you. I would recommend speaking with a SalesForce consultant about the different reporting, campaigning, sales, etc. capabilities before making the investment. Though the Customer Support side of SalesForce, in terms of issue resolution, have not been helpful, the SalesForce sales team is very knowledgeable and give honest opinions on what different functions, plans, etc. they would recommend to fit your specific needs. The sales team has actually saved us money by showing us how to more efficiently manage our plan with them.

Pros:

The reporting capabilities of SalesForce, especially now that they have switched over to the new Lightning experience, are a great asset for companies looking to track business development activities. Sales funnel reporting, gain-loss reports, call/meeting/email recaps, project lists, budgeting and customer contacts - SalesForce is your "one stop shop" for all of these reporting functions! My team has also loved having the ability to sign up for monthly emails that are based off of reports they have set up within SalesForce. This allows them to track any progress, trends or issues that need to be addressed upfront. My team has also enjoyed the email campaign tracking, which works in conjunction with the Pardot platform.

Cons:

SalesForce is not an intuitive software to use and is not easily learned by all members of my team. This is what I like least about the software. Beyond that, customer support has been less than helpful. My team and I have often had to do our own research on Google and YouTube for solutions to problems the SalesForce Customer Service could not help us with. This platform takes a considerable amount of training to really be able to grasp its reporting and data entry capabilities. Beyond that, this product is not cheap! It is worth the investment for larger organizations, but I am not sure it is worth the cost for smaller companies.

Chawn
Chawn
CEO in US
Verified LinkedIn User
Management Consulting, Self Employed
Used the Software for: 2+ years
Reviewer Source

Loved it!

5.0 3 years ago

Comments: Very positive!

Pros:

Let me, first of all, start off being admitting that I do not currently use Salesforce in my business but used it quite extensively during my time in Corporate America as an account manager and program manager. As an account manager, we were required to enter all activities and customer interactions in SF. It was a very user-friendly and intuitive interface. I am certain that it has changed quite a bit since then but was still a great platform back then. Some of the features I enjoyed most were emailers and scheduling call backs (served as an assistant). Even though I forecasted during my role as an account manager, I did not appreciate the value of being able to track revenue forecasted by account and service managers until I transitioned into a role as a national program manager. I even worked with engineers to develop a special promotional code that allowed me to track revenue for my program forecasted by my co-workers deals. Although it was a lot of work, this was a huge milestone for me and the company. For the first time, we we able to track revenue for a particular funding source. As an entrepreneur, I have an even greater degree of appreciation for forecasting revenue. SalesForce gets thumbs up from me.

Cons:

I have no "least" liked features. Perhaps, the only semi-negative I have to share is that we had to develop a special backend program to track revenue for my program. But even that is a compliment to SF. The fact that their software is so flexible speaks volumes.

Dena
Assistant Office Manager in US
Staffing & Recruiting, 11-50 Employees
Used the Software for: 1+ year
Reviewer Source

Salesforce is a CRM platform that is an essential tool for my company, team, and bottom line.

5.0 5 years ago

Comments: We were able to streamline our internal process which has made our operations more efficient! We are able to easily set up new users and training is easier to relate but helps with consistency and best practices.

Pros:

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!

Cons:

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.

Marlyn
Marlyn
Marketing Operations Manager in US
Verified LinkedIn User
Computer Software, 1,001-5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Build relationships with your customers and increase sales

5.0 9 months ago

Comments: This platform helps me a lot to have all the information in one place, because it allows the seller to enter the system and process all the required information, and this makes it easier to provide the necessary information about sales, emails, responses, meetings, etc. All this information is in one place, helping me to review the progress that is made with the clients, as well as I can set warning alerts, if they visited it, how many times a week they visited it, if I bought in the last month even If I buy in the same year.

Pros:

I like Salesforce Sales cloud because it helps us massively manage customers and manage the information of new prospects, it also helps us automate our sales process, because it helps us achieve business strategies, focused on customer relations. This platform helps us to have all the information of our clients in the company, since if a salesperson stops working for the company, they are prevented from having access to client information, since the system gives you the option to protect the information of your clients, this is done because each sales manager is obliged to file the information in the system, allowing the data to remain in the company and be used exclusively by the collaborators of said company, and in this way it can be resume customer relations and manage the customer again.

Cons:

I have nothing against this platform, as it is there to help small and large companies to retain customers.