Salesforce Sales Cloud Reviews

“CRM with endless flexibility”

Pros

There's a ton of customization built into it and it lets customer-facing teams do some really impressive things when it comes to managing their staff. It's widely considered one of the leading CRM platforms out there so it definitely isn't something you just pick up overnight. The system is extremely powerful and plenty of people have built entire careers around working with it.

Cons

Getting comfortable with it can take a lot of time because the learning curve is very steep and the whole platform can feel overwhelming at first. Usability has gotten better compared to earlier versions but it still has room for improvement. On the plus side, there's an endless amount of support material available, including Trailhead which is their free training program.

“All-in-one sales essential”

Pros

This has become my go-to tool for daily sales work because it covers everything in one place. Once you build a structured routine for yourself inside the platform, there really is no need to bring in any other tools for your sales process.

Cons

I honestly don't have any complaints as a user. It does exactly what I need, right when I need it.

“Reporting and dashboards”

Pros

Reporting and dashboards have been the standout features for me. They let me dig into a huge amount of data and that has honestly been a game-changer. The ticketing functionality is another feature that has been really valuable.

Cons

At times, I wish the layout felt a bit cleaner because once a lot of information gets logged, details can sometimes get buried between calls, tasks, cases and Chatter. We've been discovering more workarounds as we go though. They also offer plenty of strong integrations but those are almost always expensive which often makes them cost-prohibitive.

“Classic UI with broad integrations”

Pros

One thing I really appreciate is the classic UI which works really well. It also comes with a wide range of integrations and having data visualization available across multiple departments is a big plus.

Cons

New version's experience feels a lot less user-friendly and even basic tasks like logging out are more complicated than they should be. On top of that, many of the essential tools only come as paid add-ons.

“Handy customer management”

Pros

Keeping customer information organized is convenient and making updates or changes is very easy.

Cons

Interface feels a bit too complex for new users and the large number of features can be overwhelming at the beginning.

“CRM with broad integrations”

Pros

Among CRM platforms, this feels like one of the most powerful and powerful options available. It connects with virtually all of your other systems, keeps the customer at the center of the business and helps break down organizational silos across different lines of business.

Cons

Tradeoff for all that power is cost. Since the platform is both powerful and expensive, a proper implementation can also be costly if you want the deployment to be successful and deliver great ROI.

“Secure records and quick tracking”

Pros

Handling my company records has become much more manageable with this software. Since I work with several vendors, I need to keep costing and other records updated daily, weekly and monthly and it helps me analyze and protect that information quickly. The records feature is especially useful and being able to convert Excel sheets into records at one time saves a lot of effort. The customization option also helps me identify details much faster. Another big advantage is that confidential customer records are not visible to third-party users which makes the data protection feel very reliable. On top of that, the online support service is very good and the interface has an attractive design that is simple to understand.

Cons

One thing I can say is that the online virtual assistant is quite helpful. If an error appears while using the software, I'm able to get an immediate solution through the online assistance.

“Quote and order sync”

Pros

It handles a lot of important business work for us especially building quotes and sending them into our BigCommerce store so staff can finish the order. We also use a sync that pulls orders back from BigCommerce and matches them with existing accounts and contacts. That saves the team a lot of time and automates how orders are connected to records in Salesforce.

Cons

New version feels much more user-friendly than Classic. That said, I still don't have the skills needed to customize pages and fields and the UI can be a bit confusing when it comes to dashboards and apps.

“Customer activity tracking”

Pros

Once our company was acquired by a Fortune 150 organization, they rolled this out to help us stay on top of customer activity. After the sales team opens an opportunity, I can log all the pre-sales work I do for that account. It helps me keep a clear record of when I gave a demo or ran a benchmark for a customer. Being able to enter that information quickly makes it much easier for my boss to report on the work our team is doing.

Cons

Having quick access from my desktop and from my iPhone while I'm out visiting customers has been a big plus. The only thing that bothered me was not being able to generate statistics although it looks like my company recently bought that feature so that problem seems to be solved now.

“Reporting and task tracking”

Pros

Everything feels simple and user-friendly which makes it simple to manage organizations and the individuals within them on a regular basis. The reporting tools are excellent and being able to assign tasks to myself helps me stay organized and on track.

Cons

At times I stick with the classic theme because the newer one feels too cluttered, less user-friendly and harder to navigate. Other than that, I really haven't run into any issues with it.

“simple setup”

Pros

Right from the start, everything felt easy and simple to use. The features work the way I expect them to and I'm able to do what I need while organizing each section exactly how I want. Really well done!

Cons

Honestly, I'm happy with just about everything in this software so I don't really have any complaints to mention here.

“Flexible setup with many integrations”

Pros

Getting started with it is easy and customizing it to fit different needs doesn't take much effort. It also offers hundreds of integrations which makes it possible to expand and support growth in many different directions.

Cons

Handling duplicates can get pretty complicated especially when it's connected to other software tools. Better duplicate management would make a big difference.

“Dashboards and reporting”

Pros

For the past three years, this has been our go-to tool for both pipeline tracking and financial management every single day. It completely changed how we handle our weekly, monthly and quarterly planning and organization. The dashboards, in particular, have made a noticeable difference in the quality and accuracy of our pipeline data. Another standout feature is the custom reporting which lets you drill down into as much detail as you need.

Cons

The only downside I really see is that it is not very friendly for new users. The interface could definitely use some improvement.

“Feature-packed team visibility”

Pros

There's a lot built into it and it can handle multiple tasks well. After you become familiar with the layout, it becomes fairly simple to use. It works really well for tracking contacts, sales campaigns and day-to-day activities. For companies with several offices across the country, it's especially useful because you can see other team members' activity and sales numbers in one place. The Gmail plug-in is also a big plus since it lets you log email activity directly without having to open the software separately.

Cons

Getting started with it can feel pretty overwhelming. There are several dashboards, features, settings, reports and different ways to enter data so it's not always clear what you should be doing or how to use the system to its full potential. A lot of that depends on how your company guides you on which information to enter and which reports actually matter. Even after more than a year of using it, there are still tasks I don't fully know how to do or certain data views I struggle to find. I'm also not really a fan of the way some functions and information are organized.

“Reporting that delivers”

Pros

One of the biggest benefits I've gotten from this software is its reporting. I've set up several metric-based reports to run automatically which gives me a weekly snapshot of the activity that matters most. In a customer and technical support role, being able to quickly view how many tickets are assigned to me, how long they've been open and how frequently they're being updated is incredibly useful. It puts the key information I need into a clear, readable format without much effort.

Cons

It's not really a negative but the high level of customization can sometimes make the system feel more complex than expected especially depending on how much your organization wants to build into it. If someone is hoping for a very minimal or stripped-down CRM, this probably won't be the best fit. That said, the deep customization options are also a big part of why many people choose it in the first place.

“Crashes under heavy call volume”

Pros

Visually, it has a clean, polished layout and that is honestly the strongest thing it offers. It does make certain items simple to locate and you can save things in separate places in a way that feels a bit different and more unique than other programs.

Cons

Unfortunately, it crashes almost constantly. We support several clients who rely on this software for their benefits and there has barely been a single day when someone has not run into it crashing, freezing or just stopping altogether. It might work fine in a setting with very low call volume but whenever activity picks up, the program starts failing consistently. It really feels like the software cannot handle much traffic at all.

“Reliable for daily work”

Pros

Using it across my last 2-3 companies has made it feel very familiar so getting around the system is easy for me. It's simple to use and that comfort definitely comes from having worked with it for quite a while.

Cons

The biggest limitation, in my view, is how hard it can be to adjust the software to fit the way a company actually works. It handles general data recording really well but when it comes to more specific business use cases making changes is often difficult.

“Clean donor database”

Pros

Keeping donor records and related information in one database has been really helpful. The interface also looks polished which makes using it every day a lot more pleasant.

Cons

The search function can be frustrating because it has to be very exact. It often feels like I need to already know the specific data details in order to find the information I'm looking for.

“Flexible customization and integrations”

Pros

One of the biggest strengths is how flexible it is with customization. It connects with just about any external system without much trouble and you can even build custom applications inside it to match the way your team works.

Cons

Customer service hasn't been very impressive. A lot of issues tend to get brushed off as "Known Issues," which can be frustrating when you need real help. The user-based pricing is also quite expensive.

“Helpful tracking but difficult reporting”

Pros

Keeping up with clients, proposals, accounts and daily work is much more manageable with this tool. Our team relies on it for creating proposals, contracts and similar documents and having the rate information built in helps a lot. It also gives us a clear way to track progress and stay on top of the process.

Cons

The reporting side is challenging to work with. When I need reports tailored to specific requirements, I usually have to ask for help to build them. I really wish that part were more easy.