Salesforce Sales Cloud Reviews

Pros

One thing this application does really well is track client and prospect sales activity, along with lead capture, lead assignment and overall sales funnel management. It's also very convenient to access from both desktop and mobile devices which makes staying connected much easier.

Cons

On the downside, it doesn't integrate very well with Microsoft 365, Microsoft Office tools like Outlook, Mailchimp or several social media platforms. The built-in email composer is very poor and unreliable and it sometimes sends out badly formatted, embarrassing messages at random. The initial setup process and first-time onboarding for new employees are also difficult and take quite a bit of time.

Pros

This has become our main sales software and the level of customization it offers is really impressive.

Cons

At times, it feels like there's almost too much information to sort through especially with so many customizable fields available.

Pros

Hands down, this is the best CRM I've used. The steady stream of upgrades and new features keeps the platform feeling current and gives organizations more room to grow into it over time.

Cons

Even though there are license options for small businesses, the pricing is still higher than a lot of competitors. Their essentials plan includes features that many other platforms offer at no cost. The enterprise plan is also pricey and it would feel more worthwhile if it came with more built-in functionality instead of requiring additional add-on licenses. The most disappointing part is the customer service. With a product like this, you'd expect that area to be much better. I've run into situations where I couldn't reach my sales rep sometimes because of high turnover and when I tried using the site chat, it just routed me back to the same unhelpful agent.

Pros

Using this feels very natural and I genuinely enjoy it. The functionality is excellent. The dashboard is always very attractive while still being simple and the interface looks polished and comes at a really good price. I also love that it does more than just help me track the hours I spend training clients, it also works directly with the business team which keeps all of that information together in one place.

Cons

There really aren't many downsides and the benefits definitely outweigh the small issues. The app itself is very good but the free version still needs improvement and feels a bit like a beta version. It works well for uploading information while on the go but the free version tends to crash. The full desktop program is very good overall though the mobile app doesn't seem to be as good or as user-friendly as the desktop version.

Pros

The updated interface feels modern and the CRM tracking and reporting tools are really useful. The training documentation also helps a lot and entering information into the system is very easy.

Cons

One frustrating change with the new version's interface is that importing data is no longer as simple as it used to be. Batch imports especially feel more complicated than they should be.

Pros

One thing I really enjoy is how effortlessly it connects with other systems, plus being able to send email campaigns directly through my contacts is a huge benefit.

Cons

Honestly, there isn't much about it that I dislike.

Pros

Getting around the software isn't hard at all. It has different sections built for different types of users, such as requestors, administrators and technicians. Like most help-desk platforms, it's very capable and includes a lot of functionality. Even with all of that, once someone shows you how to access it and where to go for what you need, it becomes extremely simple to use.

Cons

From the standpoint of a basic user, it's easy once you're logged in. The inconvenience comes when trying to access it from a remote or different PC because that process feels a bit awkward. In our setup, logging in seems to happen automatically on your regular everyday computer but when you're away and using another machine, it can be much more difficult to get in.

Pros

Our sales team uses it to stay on top of pipelines, monitor user productivity and forecast quotas more effectively. Having accessible reporting is especially important for upper management because it gives them clear visibility into overall team performance. On top of that, my product team has built a number of integrations around it which has turned it into a one-stop-shop solution and helped create a more aligned workflow.

Cons

After recently moving from old to new version, I've noticed I was personally more productive in Classic because the workflow felt simpler and the navigation was better. New version brings stronger reporting analytics and that has become an important part of my day-to-day work.

Pros

What I really appreciate about this software is how many different purposes it covers. We use several of its programs for applications and data collection and we also added a feature that lets us create and share usernames with volunteers. On top of that, we're able to reach out to all of our donors and keep track of donations in one place.

Cons

Getting everything configured at the beginning can be a bit confusing but once all the features are set up the right way, it becomes very simple to use.

Pros

This CRM is incredibly capable and covers just about anything you'd want from the software. It offers a ton of customization options while still being highly useful right out of the box without much setup.

Cons

Be ready to involve someone who really understands Salesforce on the back end if you want to customize your instance properly. You'll also need an admin to set up the back end carefully and that part can drain a lot of resources and take a very long time for an inexperienced developer to figure out.

Pros

One of the best parts of using it has been the wide range of integration options along with the report-building tool which has been especially valuable.

Cons

One thing I'm not thrilled about is how hard it is to select data from a table and copy it into a spreadsheet. Copying the fields feels awkward and awkward.

Pros

One of the biggest strengths is how well it can be tailored to fit almost any business process. It's incredibly customizable and there are plenty of resources out there to help you learn the system, many of them available for free. If someone really wants to learn it, the only real limit is how much effort they're willing to put in.

Cons

The downside is that it's expensive and anyone expecting to simply install it and instantly transform their business will be disappointed. For most companies, implementation means a major shift in processes and really needs strong support from management to succeed. If leadership isn't ready to actively champion the system, spend the time needed to optimize it for the business and make sure people actually keep using it after launch, then it's probably not worth the investment.

Pros

Plenty of tools connect with it which is one of the few decent things about it.

Cons

Using it has been a really bad experience overall, everything feels ugly, poorly designed and unnecessarily hard to get done.

Pros

It's a really effective tool for breaking down leads and moving them through each stage of the sales cycle. Running email promotions is easy and sending personalized emails to individual contacts is simple as well.

Cons

There are so many features built into it that you may need someone from the IT team to keep adjusting and reshaping the CRM so it properly fits your organization.

Pros

Right from the start, it felt like a high-quality product and it was very simple to use. It's easily one of the most powerful CRMs available and the reps were extremely helpful in addressing what we needed.

Cons

One downside was the pricing for the marketing cloud which felt pretty expensive. There are plenty of other tools out there that come at a lower cost.

Pros

One thing that really stands out is the huge range of functionality and the many ways different tabs and areas of the system can be customized. As a leading low-code platform, SFDC can be adapted to business needs very quickly without needing to bring in developers with deep coding expertise. Its open API also makes it possible to connect with strong business process automation tools such as Microsoft Power Automate and Nintex Workflow Cloud.

Cons

The biggest downside is the subscription pricing which is fairly expensive compared with other vendors that offer CRM solutions.

Pros

Built originally to handle the needs of large companies and complex operations, this CRM later expanded well into the SaaS space with more aligned options that are simpler and more affordable to launch. Now it gives businesses of all sizes access to strong sales software with plenty of customization choices. Its pricing structure works well for growing companies because they can build more advanced systems step by step as their needs expand. That level of scalability makes it an excellent fit for fast-growing organizations. The AppExchange is another big advantage since it lets CRM users create highly tailored setups through third-party integrations. In the marketplace, there are thousands of apps and software connections available, including both in-house add-ons and third-party solutions, with both free and paid options.

Cons

Pricing can become confusing very quickly and a lot of users mention that it is not always clear what is included in the base offering versus what requires an extra cost. People who move away from it often point to that lack of clarity as a major reason.

Pros

This platform helped me get my business much more organized and that directly led to making more money. It kept a record of older clients and reminded me when it was time to follow up with them. It's the simplest way I've used to store all of my client information in one place. It also lets other team members update ongoing conversations with leads and existing clients which keeps everyone on the same page.

Cons

To really get the most out of it, your team does need proper training on how to use all of its features effectively.

Pros

Even with all the features it includes, it's still very simple to navigate. It works really well as an everyday CRM for keeping client notes and storing important customer information.

Cons

One thing I really don't care for is the new version's interface. The calendar feels less organized than it was in Classic and the document storage setup isn't very practical for managing client files since you can't sort or filter across multiple documents or folders.

Pros

As someone who manages a lot at once, this has been an excellent tool for staying organized and keeping priorities in order. It helps me track exactly where each task stands in the process and the platform is very user-friendly while still being flexible enough to customize around the way I work. The cloning feature for creating requisitions has been especially valuable. I have items that need to be repeated every fiscal year and being able to clone a previous PR I already built saves me a huge amount of time and effort.

Cons

My only real frustration is that the reporting feature could be more simple. When I pull data out of the platform, it does not always carry over cleanly into a spreadsheet so I end up spending a lot of extra time reorganizing and reformatting everything myself.