Salesforce Sales Cloud Reviews

“Plenty of useful options”

Pros

Very simple to use and the software gives us a lot of options.

Cons

There are actually so many options that we don't end up using all of them.

“Handy login across tools”

Pros

Downloading is easy and a single login works across the full range of software which makes access much more convenient.

Cons

While using Pardot, I've noticed that updating templates isn't very simple. Compared with Knak, cloning templates there feels much easier.

“Flexible setup that fits”

Pros

You can build and customize everything in it exactly the way that suits you best.

Cons

You first have to set everything up, otherwise it feels like you need to go through several steps just to complete one activity.

“Sales pipeline that delivers”

Pros

From targeting prospects all the way through closing the deal, the sales process is organized really well.

Cons

The connection with other software, such as Nxgen, could be better.

“easy integrations”

Pros

Integration capabilities have been excellent and connecting it with our software was very easy.

Cons

At this point, I haven't run into any issues at all, the whole transition has gone very smoothly.

“custom data tracking”

Pros

Using it has been very easy and it works really well for collecting and keeping an eye on data. It's also simple to customize based on what you need.

Cons

Needing to refresh the screens after customizing a report feels like an unnecessary extra step since you should be able to run the report right after making changes.

“Forecasting and CRM tools”

Pros

The sales forecasting tools are powerful and the customer relationship management features are just as strong.

Cons

It can be a bit challenging since the learning curve is fairly steep for new users.

“Features and reporting”

Pros

Having everything for sales pipeline management and customer relationships in one platform was a big plus for us. I really appreciated how many features it offers and the reporting tools were especially impressive.

Cons

Getting started took more effort than I expected because the learning curve was fairly steep. At the beginning, a few of the features also felt a bit overwhelming to work through.

“Well-structured IT courses”

Pros

IT courses are very well structured and manageable which makes the learning process clear and organized.

Cons

Everything about it has been very good overall, the only thing that could use improvement is the UI.

“CRM with strong reporting”

Pros

A really capable CRM with plenty of customization options, strong reporting features, excellent customer support and great integrations with a wide range of tools.

Cons

This tool comes at a high price, takes time and effort to implement, has a steep learning curve, often needs extra apps to unlock full functionality and can lead to data overload.

“Handy mobile app”

Pros

Having the mobile app right on my phone makes a big difference because I can enter information wherever I am. Since everyone is basically glued to their phones in 2024, it feels really convenient to have that flexibility on the go.

Cons

At times, there seem to be too many options to choose from. It would be helpful if there were a way for end users to customize what they see, like hiding features or functions they never actually use.

“All-in-one sales hub”

Pros

Having sales, leads, funnels and everything else in one place is a huge advantage. The platform is fully customizable and the AI assistance helps make reporting more accurate when the right data is available. It also supports automation which makes managing workflows much simpler.

Cons

Pricing doesn't feel very cost-effective.

“Organized sales tracking but pricey”

Pros

Keeping everything in one place makes sales management much more organized. It's very simple to use and the automation tools save a lot of time. The reporting is also really useful when quick decisions need to be made. Overall, it's a very practical tool for managing sales.

Cons

Getting started can feel a little overwhelming. There are a lot of features and settings so it takes time to become comfortable with everything. It can also be expensive especially for smaller businesses.

“Sales boost for teams”

Pros

It really helps sales teams close more deals while also improving the level of service they provide.

Cons

Haven't come across any downsides with it.

“User-friendly and capable”

Pros

Getting the job done with this software feels very easy and the interface is really user friendly.

Cons

It also comes with a lot of features and I'm still not fully sure how to use some of them yet.

“Handy for custom leads”

Pros

Being able to enter everything into it is something I really appreciate and it makes keeping up with any new custom lead very simple.

Cons

Don't have anything to complain about since I use it every day at work and it fits my needs well.

“Organized project tracking”

Pros

Everything feels well organized on this platform and it helps a lot with seeing which projects are getting completed while also making it simpler to prioritize the items that need immediate attention.

Cons

Reporting can be confusing especially when trying to view the total monetary value of items. It is not very clear whether that should be done directly in the report or instead through the dashboard and that confusion becomes even more noticeable when switching between the PC version and the mobile phone or iPad app.

“Process control that works”

Pros

Without a doubt, the organization of the processes stands out, along with the controls for contract entries and exits, proposal registration and the interactive feeds.

Cons

I wasn't a fan of the charts or some of the search filters.

“Packed with organization tools”

Pros

It holds a large amount of information and does a pretty decent job of keeping everything organized.

Cons

There are times when finding exactly what you need can be difficult since it offers so many different things you can do inside it.

“Helpful pipeline visibility”

Pros

Keeping tabs on my pipeline is easy and it helps me stay on top of sales leads as they move through the funnel. It also works really well for managing contacts.

Cons

Platform is pretty basic overall and the part I really dislike is having to change my password every month.