Salesforce Sales Cloud Reviews

“pipeline control”

Pros

For sales teams, this feels like one of the best options out there for managing and keeping control of the pipeline. It handles CRM needs in an efficient way and the interface feels simple to work with.

Cons

Per-user pricing gets expensive fast which makes it hard for small businesses and nonprofits to afford even when special unit pricing is available.

“easy notifications”

Pros

One of the best parts of using it has been how well it integrates with Slack. I get notifications right inside the main internal communication tool I already use every day which makes everything much more convenient. Because of that, I can stay focused on my work without constantly needing to check the platform separately.

Cons

At this point, I really do not have any complaints about using it because it works exactly as expected. I have not run into any problems and it does the job well by integrating with Slack and letting me quickly keep track of our customer accounts and their ARR.

“all operations together”

Pros

Having inventory, work orders, job assignments and everything else in one software program makes day-to-day operations much easier to manage.

Cons

This tool does take some time to learn at first but with the right training it becomes very simple to use.

“Centralized data and teamwork”

Pros

All the data centralized and routine tasks automated make a big difference. It also offers detailed analytics, customization options and mobile access. Altogether, this helps teams collaborate better, boosts efficiency and improves customer satisfaction.

Cons

It can be a bit expensive compared with other software options. Setting it up also requires some knowledge of the field and one thing worth noting is that it depends on having an internet connection.

“Flexible reports”

Pros

Using it feels very user-friendly and it lets us tailor things to our needs, from generating reports to managing and maintaining a database.

Cons

The interface could look more modern since some of the templates seem a bit outdated.

“Dated interface and slow performance”

Pros

One of the biggest benefits of using it is how dominant it is in the market. Since it's so widely adopted, there's almost always another solution that can integrate with it and it's also much easier to find users who already know their way around the product.

Cons

My biggest complaints are really about the user experience. Even though it's extremely well known and used by many major companies, the interface still feels behind the times. The design looks quite dated, data processing can be slow, keeping the system updated is difficult and overall it just isn't very enjoyable to work with.

“simple UI”

Pros

Right from the start, the platform feels very user-friendly. The interface is easy and quick to pick up and the back end can be customized to fit what you need.

Cons

There are still some limits when it comes to customization. On top of that, support often tells you to create or upvote feature requests but many common suggestions have had thousands of upvotes for years and still haven't been added.

“User-friendly and customizable”

Pros

The software feels very user-friendly and I really appreciate how customizable it is.

Cons

Printing a paper copy of an invoice takes a few clicks so it could be a bit quicker.

“AI speeds up work”

Pros

Number of AI features really helps us get results faster.

Cons

A lot of basic features still haven't been released so we have to make up for them with a bunch of custom work.

“Challenging setup for solo users”

Pros

It's a really good product but it's not designed for someone working alone like I was. It really needs an admin involved and that wasn't my situation.

Cons

Trying to learn, set up and use it by myself was just too difficult.

“Helpful notes and task tracking”

Pros

Having both notes and tasks built in works really well and helps keep everything organized.

Cons

The auto-correct suggestions in the tasks section could be improved.

“Lead tracking control”

Pros

This feels like the ultimate CRM for keeping track of every part of leads and marketing. The flow builder gives full control over lead sources and sub-sources which makes reporting and segmentation much more manageable.

Cons

Getting around the platform and learning how everything works can be challenging at the beginning.

“Basic but dated design”

Pros

Getting started with it is very easy and you don't need any IT knowledge because the system is fairly basic and simple to use.

Cons

Interface feels pretty old-fashioned and it's hard to make things look unique since you can't build all the blocks you'd want.

“strong sales and analytics”

Pros

From customer relationship tracking to sales management, the analytics, automation and convenient integrations make this software a really strong option.

Cons

Pricing is on the higher side and the learning curve can be pretty steep especially for startups.

“easy to customize”

Pros

It can be tailored extensively to fit just about any requirement.

Cons

When I first started using SFDC, I remember it definitely needed some level of training for anyone who hadn't worked with it before.

“simple sales reporting”

Pros

Using this software has been a really positive experience. The interface is simple and easy so getting to all the features is quick and hassle-free. Its reporting capabilities are especially impressive, giving us very detailed and useful insights that help us clearly understand how our sales activities are performing. It also comes with plenty of automation tools which make it possible to align a lot of our selling tasks. On top of that, the advanced sales analytics help us track trends and even forecast future sales with more confidence. The collaboration features are also very useful since they make it easier for our team to work together throughout the sales process.

Cons

Honestly, it has not given us any reason to complain. Up to this point, we have not come across anything we dislike about it.

“small business friendly”

Pros

Running a small business with just two of us, this program has still been really useful. It keeps our client databases and client accounts organized without a lot of hassle. Having a simple way to monitor open tasks in Cases and accounts moving through Opportunities has been a big help. The reporting feature has also been extremely valuable especially when pulling different kinds of client information.

Cons

Making changes to formats and templates can be a bit challenging. I'd also really appreciate more customization options for the List Emails feature.

“simple record keeping”

Pros

Keeping track of all constituents is very easy with this software.

Cons

A downside is that it can't be integrated with another key software I rely on.

“highly flexible setup”

Pros

This platform gave me the flexibility to customize just about anything I needed which made it work well for my specific requirements.

Cons

The pricing can be a real barrier especially for smaller businesses that may struggle to afford it.

“complete sales system”

Pros

This covers pretty much everything needed to boost sales and it even includes a mobile app so you can manage things while you're on the go. You can add contacts, prospects and vendors, plus schedule task reminders to stay on top of follow-ups. It really feels like a complete system for handling sales.

Cons

I still haven't been able to tell whether there's a way to import contacts which would make adding them in bulk a lot more convenient.