Salesforce Sales Cloud Reviews

“Reporting that delivers”

Pros

One thing I really enjoy is the reporting side of the platform especially how simple it is to build reports.

Cons

In our particular IT instance, there's a huge amount of outdated information in the system and if I weren't already comfortable using the platform, it could be pretty confusing.

“Selling feels effortless”

Pros

Selling anything through this feels very effortless and it doesn't require much hard work at all.

Cons

I still don't understand anything about the chart.

“Fast access and easy interface”

Pros

The quick response time has been a big plus for me. I'm really satisfied with the system especially how fast it lets me get to almost every page and the interface feels comfortable to work with.

Cons

At the beginning, it can feel a little complicated to use since the platform includes a lot of features and handles a large amount of information and functions.

“Valuable for EDI bookings”

Pros

It's been very useful in our day-to-day work especially when handling manual and pending EDI bookings.

Cons

Nothing so far.

“Versatile task management”

Pros

For me it offers a well-organized setup that handles a wide range of tasks.

Cons

Because it supports so many different functions, the system tends to go down fairly often.

“Flexible features and smart automation”

Pros

The platform gives a lot of room for customization and flexibility which makes it easier to adapt to different needs. Its integration capabilities are also very helpful and the analytics and reporting tools are detailed and comprehensive. Automation saves a lot of time, the interface is user-friendly and having mobile accessibility makes it convenient to use from anywhere.

Cons

There are occasional limitations when trying to handle more exceptional or uncommon use cases.

“CRM customization tools”

Pros

It sets the standard that other CRMs are compared against. The level of customization a company can build into the CRM makes it incredibly valuable for any business looking to get the most out of its customer relationships and profit potential.

Cons

Interestingly, the thing I appreciate most about it is also one of my biggest frustrations since that experience can differ quite a bit from one organization to another.

“perfect for automation”

Pros

Right away, the platform stands out for its unique mix of customization, automation and integration features. It also covers lead management, opportunity tracking and sales forecasting really well and the option to build customized reports along with performance improvements makes it even more valuable.

Cons

One thing to keep in mind is that the cost can end up being higher than expected especially for companies outside its biggest client segment. There are also a huge number of functions so getting fully comfortable with it can take time. On top of that some customizations can be tricky and may require help from an IT expert. A few users have also mentioned that the interface feels complex and performance can slow down when working with large amounts of data.

“Simple CRM start”

Pros

Getting started with the CRM was easy especially as a first-time user. It feels simple to use and not overwhelming when you're new to this kind of software.

Cons

There are occasional lags now and then but that seems more related to the internet connection in my area than to the CRM itself.

“Customization and insights”

Pros

The platform can be adapted to fit a business's exact needs, connect with a wide range of other tools and systems and automate a lot of the sales workflow. That flexibility, along with strong reporting and analytics, makes it really useful for managing sales operations and improving performance effectively.

Cons

Because there are so many customization options and features, getting started can involve a pretty steep learning curve and may take considerable time and resources to set up and maintain.

“easy customer communication”

Pros

Staying in touch with customers is very easy which makes communication clear and hassle-free.

Cons

I honestly don't have any complaints about it, everything is handled wonderfully and they provide exactly what's needed.

“Helpful customer support”

Pros

One of the best parts for me has been the customer service. The support team has been very helpful whenever needed.

Cons

It still needs improvement in customization to make it more user-friendly and flexible.

“simple booking management”

Pros

The interface is clean and user-friendly and moving between functions feels very easy. We use it to handle all of our booked business and it makes it simple to find contracts and update them when needed.

Cons

Some features feel more complicated and time-consuming than they should be. For instance, applying multiple upweights or downweights to booked business can get quite confusing and those changes are not tracked in a very clear way.

“Helpful update tracking”

Pros

Keeping up with notifications and updates in the Jira app is pretty easy which makes it convenient to stay on top of what's happening.

Cons

There are times when the app crashes quite often and I end up having to close it and reopen it to keep using it.

“Valuable options for growth”

Pros

It provides a broad range of customizable options and for a smaller business it delivers excellent value while supporting growth.

Cons

The pricing structure is confusing and it is not always clear what is included in the package you purchase. That can be a bit baffling.

“Sales tools and analytics”

Pros

This platform gives our team a full set of tools and features that really support the sales process. It has helped me improve both sales workflows and customer relationship management. The interface is very simple to use and the customer support has been reliable whenever needed. The analytics are especially impressive. Another big advantage is how well it integrates with other IT products making it much easier for us to connect different systems and keep all our data centralized.

Cons

At this point, I really don't have any major complaints because the software covers everything I need. That said, the pricing is something that could be improved since it can be quite costly for startups especially with the added fees for integration and customization. Also, the implementation process can take several weeks or even months which may be difficult for businesses that need to get up and running quickly.

“Works well on Safari and Firefox”

Pros

It works perfectly with Safari and Firefox and even though it sometimes gets stuck in Chrome, it's still simple to use and implement.

Cons

Using it in Chrome can be a bit laggy at times or it may reset but overall it's still good.

“Custom dashboards and insights”

Pros

Being able to customize the dashboards and check my personal reporting every day has been really valuable.

Cons

One thing I'm not thrilled about is the way they're changing the cadence sequence.

“Best CRM for sales flow”

Pros

As a general CRM, this has been the best option I've used for managing sales, creating quotes, sending invoices and handling everything else around the process. At my previous company, we were moved off it and onto MS Dynamics and the difference was brutal. MS Dynamics was so tough that it became a nightmare to work with and actually hurt revenue.

Cons

I can't really speak to how the pricing compared with MS Dynamics and I assume cost is why my previous company made the change. Even so, the switch ended up hurting revenue and profit even more so whatever savings they expected clearly weren't worth it.

“Kind and supportive team”

Pros

One thing I really appreciate is the hardworking attitude, honesty, kindness and genuine sense of success behind the experience.

Cons

I would just say that people who are hardworking and honest should be paid a fair and good amount for what they do.