Salesforce Sales Cloud reviews

My favorite parts of salesforce have to be having a central database where we can store all of our information regarding engagements. From clients, to donors, to volunteers, and even board members. We use it to keep track of all types of information and it allows us to target specific "high value" donors who are more likely to donate based on previous donation history. It makes it very easy for us with just a few clicks to see all the information we need to successfully run a fundraising campaign and get it to the right people.

It could be a little more intuitive, this may be a byproduct of having so many features. Sometimes it is a little difficult to navigate for people who aren't as familiar with salesforce. Sometimes we get volunteers that prefer to volunteer by assisting with admin tasks. Sometimes we run into issues where generally tech saavy people have trouble navigating and using some of the features in sales force. Again this is probably because it has so many features that are very indepth, not necessarily a bad thing.

Reports - easy overview over open, or likely to close deals, good filtering optionsConnectedness - how you can see connections between different stakeholders/roles in different projects with different account managers. It helps us understand what are client and their clinets are involved in or what they have in their pipeline.

We haven't found an easy way to create quotes directly in Salesforce, this would be a major improvement for us, as well as if we could use it for invoicing purposes. That would streamline our financial processes a lot.

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.

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.

This will keep track of anything you put into it with precision. Do you require a new field? Make it, track it, include it into reports, whatever you want to do with it. Whatever you require, such as logged calls, activities, contracts, and documents, is readily constructed in and can interface with nearly everything in a plain form, including custom fields. Its widespread use aids not only integration but also sales team and senior leadership comprehension. Nearly everyone is familiar with Salesforce, including what it is and what it does, as well as how to interpret many of its reports. It's simple to obtain buy-in, put together a team to manage it, and get sales and operations teams to understand and implement it.
-Integration is comprehensive and deep.
- Enables you to make incredibly detailed reports in order to keep track of activity and history. It can be used by management to keep track of team progress and activities.
- A custom dashboard that enables for the loading of frequently used tabs into a "bookmarks bar" for faster navigation.
- A superb search feature that allows you to search the entire CRM database.
-It can be integrated with mail domains to provide real-time updates to emails.
-Customer service is aided by ticketing approach.

Except for the initial setup time required to effectively manage the system in place and set up the right job management for each corresponding area, there may be little to hate about this software.

This software allows for a very nice layout by which you can see all of your opportunities, stages of the sales life-cycle, quotes, and notes. It is very easy to customize and save reporting so you can run reports daily or weekly. With email tracking you can see how often your emails are read or if a client has even seen an email. There is a lot of connectivity with other programs such as Act-On so marketing can also see how their performance is affecting sales.

The program is not intuitive to use. Some things like customizing reports are very simple while other things, such as printing or customizing a quote are more challenging. There are items on Salesforce Classic view which are not visible in the "better" Lightening view. Seeing daily tasks requires customizing the tasks field rather than just appearing on your dashboard as a daily list. Once a lead has been changed to an opportunity the view changes and you can no longer see tasks that you had previously set up. Notes become harder to find and this usually causes the sales team to create a duplicate account for each client which is messy and harder to keep track of.

Salesforce is one awesome tool that is very useful and budget-wise that is already full of functionality to run daily tasks, organize tickets for support, reminders for important to do's whether needing immediate attention or non-urgent ones. It is also great with integrations for easier management such as with calendar apps. It has your sort functions, filters for categorizing, labeling, and disposition tagging for at a glance view.

The one thing I observed about this CRM is it doesn't lag although a lot of users are already accessing the same interface, which means it has a stable platform and servers that can accommodate the bandwidth of multiple users. I can safely say that it allocates a significant storage to avoid the nuisance of pages loading slowly. Not only that, so far there are no reported issues of their database being breached or any intrusions which is very harmful for businesses and their trade secrets. It is vital since client data is the backbone of a business. I'm glad that they have established these safeguards well to make their product reliable and trustworthy.

The only thing I noticed is it took a lot of clicks to get you to where you want to go in this CRM. For example, in opening a particular ticket, you'd have to open a preview page first before being able to open the ticket with the actual content itself. Although the site mapping was remedied internally to lessen the time of navigating from one page to another. So far that's the only downside I've encountered.

I like that it integrates well with the overall Salesforce CRM

We are a SME and are implementing Salesforce through all aspects of core business, it is a big investment in the future of our business. We would have thought that if an issue arrives that Salesforce as the global leaders in CRM would have the mechanisms to be looked after instead of pretending to not hear us (we spend a lot of time with calls, emails, and follow up calls and emails). The account managers are great people but lack the capacity to escalate things swiftly with management for a response, and it seems aren’t properly trained in the offering of Marketing Cloud. It feels as though our case gets lost in a big company with a disconnected hierarchy similar to governmental departments in the ’80’s.

Salesforce is not only extremely user friendly but very beneficial to all sales associates within a set group as the reminders, sales tracking database, task manager, and calendar features have become integral components of each salesman's daily routine here at our dealership. Where we work in such a fast paced environment that's constantly changing and evolving, it's crucial to keep everyone on our Sales team on the same page regarding where vehicles stand within the sales/finance/service process to ensure we maximize every potential deal and are able to turn units as quickly and efficiently as possible with cost effectiveness in mind.

There are no cons to using Salesforce that I have encountered yet as the software has been incredibly useful so far in keeping my Sales team updated, punctual, converting more leads, and more invested in their work output but having daily reminder's set to to held each Salesman accountable for their daily tasks and follow ups.

Since integration of SalesForce to our sales engineering team we have full visibility of quote, inquiry and sale pipeline activities. In previous systems these activities we're silo functions which depended on spreadsheet analysis lots of discussions and sales person memory. Salesforce has proven a great central repository and clearing House for all of this information.
The linking with Outlook was a critical piece of this which we purchased from a third party.

The front end pricing seemed ok. BUT it took a LOT of customization to get the level of user friendly interface and process integration we needed. We ended up having to expand the customization scope twice after the initial contract. So the overall cost per user and startup was much higher than budgeted.

What I like most about this product is that my team and company was looking for a product in order to ease the customization of widgets and components, automate tasks for users that were tedious and time-consuming, and streamline the process of customer's feedback to the customer support team to the implementation and design team. Salesforce was able to offer solutions in order to solve all those problems, all while allowing us to customize various apps and dashboards in order to meet our customers' and business needs.

What I liked least about the software is the documentation and learning curve that came with incorporating and implementing using Salesforce. I was part of the team analyzing if Salesforce was right for my business, and documentation about customizing styling and allowing different users to have different roles within your corporate account were difficult things to find. After speaking with several people who work at Salesforce and swiping through pages and pages of online material, we were able to play around and find what works best for us. Definitely incorporate the learning curve into your business plan if you plan to use Salesforce.

The ability to customize really makes SalesForce its own beast. I've worked for two companies that have used the software, and both looked very different, yet still intuitively the same. I like that if there isn't currently a solution for you, there are add-ons and plug-ins that can be fitted into your experience to make it an extremely tailored solution for a wide range of companies. Not only that, the customer support staff have some great tools at their disposal that give you an even deeper dimension of control, should you be unable to quite round the edges for your perfect fit. I like the seamless integration with Pardot. In addition, with Pardot's automation platform, you can literally save hours' worth of work as contact/prospect data can sync in nearly realtime, depending on the rules you've set up. If all this sounds perplexing, don't worry too much, as Salesforce has an amazing onboarding team that will work with your designated admin staff to utilize most of the software package from nearly any education/experience level.

There are some frustrating limitations with reporting in Pardot, and sometimes SalesForce integration with plug-ins can be a bit of a hassle if they weren't set up during the initial onboarding, but overall these are speedbumps at worst and don't detract from the overall experience enough to really worry about.

Salesforce CRM is one of the top customer management systems in the world right now. Because it reduces the amount of labor our employees must complete, this platform ultimately benefits our company's efficiency. This platform appeals to me due to its ease of use and appealing user interface. To make it even easier to use, personalizing this platform is a crucial part of the process. The slick dashboard displays the data in the most effective way possible for each section. With a few mouse clicks, even I can rapidly create my dashboard. We can maintain track of the company's growth and sales with the help of attractive and eye-catching reports.
Changes may be made quickly and easily, and integration and deployment can be completed in a flash as well. I had no issues incorporating "DocuSign eSignature" and "Skype for Business" into my job. This platform is comfortable for me at work, and I use it every day.

- If Salesforce isn't used effectively, it can hurt a company's growth and development. This isn't a usability issue, but I believe that Salesforce should consult with all its customers about the unique units they require and make the system more extensible as the company expands.
- More thought and planning are needed to make announcing more natural, as well as to value the equipment. If the dashboards were simpler to read, the interface would be more intuitive. Additional features, such as the ability to alter reports, would be welcome. The customer who made the record may no longer be with us. You can't make modifications to a record if the record owner is changed by an administrator.

I like all of the automation and customization available with Salesforce. It is great having access to a tool that is capable of taking so much of the human decision out of the equation so that the team members can focus on their responsibilities and allow Salesforce to do the heavy lifting. If can be tiresome to try to always remember what needs to be logged/updated when and where, and Salesforce makes reporting compliance easy for any team of any size. Customizing it offers great value as well, as there are numerous departments in every company, and we all would like to use Salesforce differently. I get to have layouts and processes that match my team, while not being bothered with those of other departments.

What I like least is that Salesforce has sub-par support. There is a lot of complexity to their platform, and because of that, a lot of questions arise. The team at Salesforce, even if you pay for premier support, is not all that responsive or helpful. There is a lot that they themselves don't necessarily know and maybe have to track down the appropriate internal resources to get the answers. Another thing is that Salesforce seems to neglect very important features requests from Salesforce Ideas posts. Clients are offering their feedback and suggestions firsthand, but certain requests that would benefit every company (such as being able to sort reports by more than just a single field) get left in the dust for UI updates to try to wow or entice new clients. Salesforce definitely has a direction of its own, and although they do build new and helpful aspects to the tech, you are on their wagon wherever they choose to pull it.

Speed of implementation, excellent approval system. For CRM most functionality has already been thought of and available out of the box, with only configuration required. Excellent development platform for custom changes and is a complete platform to build any application on.

Bugs/Defects can take a long time for Salesforce to resolve, Some issues require a development support agreement in place before they will investigate.

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