Salesforce Sales Cloud Reviews

“Simple access but awkward workflow”

Pros

Getting into the system is easy for users and the layout makes it helpful for just about anyone to navigate.

Cons

There are too many steps involved and it doesn't integrate with Outlook as smoothly as other products do.

“clean and simple”

Pros

Organization and convenience are really great. It's easy to use, the format is clean and everything you need is easy to access.

Cons

Getting started can feel a bit blind since no one really walks you through how to navigate it so there's definitely an adjustment period at first.

“powerful customization”

Pros

The thing I appreciate most is how much customization it offers, along with a complete set of tools to handle sales processes. The Process Builder features are especially useful for sales work.

Cons

It does feel a little pricey for startups and small businesses. Also even though it's highly customizable, you do need some technical training to use it properly.

“better team communication”

Pros

It is an incredible platform that really boosts communication across teams and helps move things along faster which makes it much easier for us to deliver a high-quality experience to clients.

Cons

There's barely anything negative to say about it. I'd absolutely recommend it to any company or team looking for a high-level sales experience platform.

“very user friendly”

Pros

Everything about it feels very user friendly.

Cons

Honestly, I wouldn't change a thing about it.

“useful notifications”

Pros

There are a lot of useful features in it and with a great book of business, the Service Alerts & Notifications have been especially valuable. They help me stay organized and make it easier to review rate increases with clients which supports retaining my book of business.

Cons

Creating filters has been the hardest part for me. I'm still not very clear on how to set them up and would benefit from a better explanation or more guidance on how to use that feature.

“organized business records”

Pros

This works really well for keeping business records organized, with a setup that feels customizable while still staying standardized.

Cons

There are a few limitations though and some of them depend on the cloud tier you're using.

“keeps work organized”

Pros

From day to day, this really helps keep work aligned. It's an excellent organizer that makes everything at work feel simpler and more manageable. With all the features it offers, it's very effective and helps employees get through more tasks than they normally would.

Cons

A feature I liked least was having to go through all of the training videos required with Salesforce.

“all data in one place”

Pros

Having all the metrics and customer information in one place was really helpful and it was simple to locate what I needed. I also appreciated that the cloud access was available to everyone on the team which made collaboration much better.

Cons

Some parts of the interface felt less user-friendly compared with other software I've used in the past.

“clear dashboards”

Pros

The user interface feels clean, the dashboards are clear and it's simple to find what I need without wasting time.

Cons

Only thing that could be improved is the way lists are found and customized since that process could be made more easy.

“flexible configuration”

Pros

One thing I really appreciate is the range of configuration options. A lot of software products offer settings, features and workflow adjustments and this one gives enough flexibility to align things with the way your business already operates.

Cons

The pricing structure can be a downside since it's usually charged on a per-user basis.

“easy to use”

Pros

Right from the start, it felt very easy to use and the layout was organized in a way that made it simple to find whatever you needed.

Cons

Every now and then, it would crash without warning which can happen with software occasionally. There were also times when a page couldn't be found because it would return a 404 error.

“fits our workflow”

Pros

It fits our company well because we can customize it around the way we work and what we need.

Cons

Customization process isn't very easy and takes a fair amount of effort to build out properly.

“better customer relationships”

Pros

A unified source of information helps build stronger, long-term customer relationships and can drive more revenue.

Cons

Important sales activity, such as leads, opportunities and calls, isn't being captured and the records are out of date.

“simple lead management”

Pros

Having one place to manage lead and client information makes things really convenient.

Cons

There is a price attached to it although that's pretty much expected.

“powerful crm”

Pros

This is one of the most powerful CRM platforms available on the market.

Cons

It's almost so powerful that you can't possibly know or use everything it offers.

“task friendly system”

Pros

It helps keep everything organized and makes it easier to stay on top of tasks while still supporting the broader needs of the business.

Cons

Having so many features is definitely a benefit but it can feel a bit overwhelming at first. Spending extra time on tutorials and training really helps.

“sales made organized”

Pros

One thing that really works well is how this system teaches you to keep the sales function in a company organized, efficient and running properly.

Cons

To be honest, getting started can be a little difficult for a beginner and it takes some time to fully understand how to use it.

“daily sales dashboard tool”

Pros

My day-to-day work happens inside SFDC, whether I'm checking dashboards, pulling reports or staying on top of my pipeline.

Cons

The downsides are pretty minor overall. It does take a while to set everything up exactly the way you want it.

“simple reporting view”

Pros

Right away, the dashboards felt very easy and simple to understand. I also really appreciate the feature that gives access to reports.

Cons

At the moment, there isn't anything I like least about the app.