Salesforce Sales Cloud Reviews

“Global CRM flexibility”

Pros

Extensive personalization options make this platform especially valuable for global organizations. It allows companies like ours to standardize processes across regions while adapting the system to support CRM activities, ticket management, bidding processes and contract negotiations.

Cons

Because it offers so many customization possibilities and lets multiple teams connect their information in one large CRM platform linked to accounts, the downside is that it can become overloaded with information. That makes it harder to manage and support users across the many available tabs and it can add complexity when users are trying to navigate everything related to a specific account. To their credit, they have clearly made an effort to make this easier and reduce the impact of having too much information in one place for end users.

“Sales insights and automation”

Pros

Sales analytics tools have been extremely valuable for me making it easier to evaluate performance and forecast future sales. The reporting features help us measure success while the automation capabilities reduce the amount of repetitive work our team has to handle.

Cons

Hven't run into anything disappointing with it. Everything has been working well for me and the features have all been impressive.

“Dashboards and integrations”

Pros

Amount of customization this platform offers and how well it can be tailored to business needs is fantastic. It feels simple overall even if it can be challenging at times and it still manages to deliver. The dashboards are excellent and the integration options are a big plus.

Cons

Because the platform is quite complex, there are times when figuring out how to implement certain things can be tricky. It also has some limitations when it comes to reporting, for instance and the pricing is definitely on the higher side.

“Customizable with helpful IT support”

Pros

The system is highly customizable especially with help from the IT team.

Cons

Viewing experience isn't very user-friendly and the layout feels boxed in and overly basic.

“Customer data tracking”

Pros

This platform does a really good job of keeping customer data organized and helping manage relationships effectively.

Cons

It can be a bit finicky when it comes to building around it but overall it's been a very positive experience.

“Frustrating and disorganized platform”

Pros

Honestly, there isn't much here that works well for me. I really wish my company would move to a different platform because managing links and attachments within each case is such a hassle.

Cons

The cloud setup feels very disorganized and far from user-friendly. Navigating through it is difficult and more frustrating than it should be.

“Continuous customer engagement”

Pros

Without a doubt, this customer service platform gives companies a great way to keep customers consistently engaged over time.

Cons

Platform really does include too many required fields and that definitely hurts the speed of handling and managing tasks.

“Automation and analytics”

Pros

Across our teams, this platform has been a really strong fit because it brings so much functionality together in one place and works well across different departments. The CRM is highly customizable which lets my team adjust workflows and reports to match our specific business requirements. Its automation tools have cut down a lot of manual effort and the in-depth analytics provide useful insight into customer behavior and sales patterns.

Cons

One issue I've run into is that the learning curve is pretty steep. Even though the system is very capable, it can feel overwhelming for new users and getting people onboarded takes a good amount of time and training. On top of that some of the more advanced features are fairly expensive which can be a challenge for smaller businesses.

“Very user-friendly design”

Pros

Everything about it feels very user friendly and it's simple to use without any hassle.

Cons

Every now and then, it runs into small glitches that need a page refresh to fix.

“Excellent for sales support”

Pros

It works really well for supporting sales and staying in touch with customers.

Cons

It has been very good overall and I'd definitely recommend it to my friends and to anyone who wants better customer communication through my dish app.

“Top-notch support and usability”

Pros

Among the sales platforms I've used, this is one of the best. The biggest strengths are how simple it is to work with and how helpful the customer support team is.

Cons

Up to this point, I honestly haven't run into any downsides. Everything has been really great for me.

“Handy dashboard for daily work”

Pros

Dashboard does a really nice job of giving a quick snapshot of the day, leads and schedule all in one place.

Cons

Reporting feature still has room for improvement and could be more simple to work with.

“Predictive analytics tools”

Pros

Predictive analytics is what I really love about this software and I'm also very satisfied with the customer support.

Cons

I'm satisfied with the customer support and the platform is also easy to use.

“Strong lead tracking and support”

Pros

One thing that's been really valuable with this software is the lead management. The campaign ROI tracking is also really great. More than anything, the customer success team has been outstanding.

Cons

The price is a little on the higher side for this type of software but it does feel like the value matches the cost. A few features may take some training for certain users though it can be picked up fairly quickly.

“All departments in one place”

Pros

It's been really helpful having all of our outstanding business kept in one place where every department can access it.

Cons

Building custom reports that line up with our financial reports can be a bit challenging.

“great case tracking features”

Pros

Being able to reassign cases and clearly see who is handling what has been very helpful. The detailed case history showing technician actions and solutions is also valuable especially for RCPS.

Cons

Quite a few of the fields don't really apply to our workflow so a simpler and more aligned setup would probably work better for us.

“Flexible scheduling for group sessions”

Pros

Using this software felt very easy and it let us bring multiple people together for different work sessions without any trouble.

Cons

It would be even better if it included a wider range of features and offerings.

“Complete customer view”

Pros

One thing that really stands out is the full picture it gives us of our customers which helps a lot when it comes to personalizing how we work with them. The dashboards can be customized to show the metrics that matter most to us and it connects well with the other tools already in our workflow. I also appreciate the automation features because they are simple to use.

Cons

At the same time, it can feel pretty complex. With so many features and options available, there's definitely a steep learning curve and it takes a fair amount of time and training to really understand everything and use it properly.

“Boosts sales and support”

Pros

A really useful tool for speeding up sales and helping the customer service team work more efficiently.

Cons

Nothing specific to complain about at this level although I haven't used it that much.

“simple sales tool”

Pros

It integrates without much effort, feels very simple to use and still offers quite advanced capabilities.

Cons

There really isn't much to complain about, I'd say it's one of the strongest sales tools available.