Salesforce Sales Cloud Reviews

“Highly customizable CRM”

Pros

Among all the options out there, this one feels like the top choice if the price works for your budget. It's incredibly customizable and connects well with just about everything.

Cons

Feature that really falls short is customer success. It's basically not there when you need it.

“Well designed interface”

Pros

The interface is really well designed and easy to use.

Cons

It felt a bit slow at times though that was probably due to my computer.

“Flexible data management”

Pros

It lets you gather, manage, share and display as little or as much information as you need from your customer database. That data can also be connected with other applications and integrating outside tools with it is pretty easy.

Cons

Reporting side isn't as user-friendly as I'd prefer. It takes a while to learn how to build and run custom reports.

“Poor account management”

Pros

As a data storage tool, it did the job well enough for what we needed. The problem was that our account manager never got any kind of donation setup or donation integration in place even though that was something we expected.

Cons

Communication was basically nonexistent and we had no outreach from the account manager until they learned we were moving off the platform. At that point, they suddenly tried to charge us nearly $9,000. All of our subscriptions were on auto-draft yet they waited around 3 years and only after hearing we were leaving to go after what they claimed were past-due balances.

“Helpful reporting tools”

Pros

With this tool, you can handle an unlimited number of opportunities and given how many offices there are around the world, it really helps us keep track of everything. It's also very useful for generating reports and setting future strategies based on the data.

Cons

The part I find least appealing is that creating reports requires more than just basic-level skills.

“Customizable and supported”

Pros

The platform is highly customizable and as an admin, I can quickly locate support articles that help me make those customizations without much trouble.

Cons

Pricing is very high. To get better rates, we have to purchase blocks of licenses and a lot of them end up sitting unused. I'd much rather be charged only when a license is actually activated.

“Simple lead tracking”

Pros

It was simple to use and it made logging calls and capturing leads very easy.

Cons

Newer update has made things a little more complicated.

“Centralized customer records”

Pros

For loan applications, this system has been really valuable. I especially appreciate that it keeps a full history for each customer, including past applications and older credit reports. It also gives us one central place to store documentation for every individual and each piece of collateral which makes everything accessible across the company.

Cons

One thing I'd still like to see improved is the ability to search applications by the employee who entered them. From a manager's perspective, it would be much more helpful if I could view all the applications my team members are working on from a single screen.

“Easy updates and access”

Pros

Viewing information and making updates is easy and convenient.

Cons

There can be bugs when updates are first made.

“Complete sales solution”

Pros

This tool really stands out for the breadth of features it offers across the entire sales cycle, from contact management and activity tracking to opportunities, marketing campaigns and forecasting. The interface feels simple and can be customized in a way that helps sales teams stay productive. Another big advantage is how easily it connects with other IT services and third-party applications which gives it a lot of flexibility and room to grow.

Cons

All of that functionality can be a bit overwhelming for smaller teams to get used to. On top of that, the total cost of ownership becomes quite high once you add up the many optional features and user licenses.

“Helpful customer service”

Pros

One thing that's been really useful is how it supports our customer service work while also letting us check sales and product details in one place.

Cons

Every now and then, it can crash or take a while to load. There are also times when certain product information I need is missing.

“Essential daily tool”

Pros

Honestly, I can't imagine managing without it now. I use it every day and it's been a real lifesaver when it comes to keeping customer records organized.

Cons

Making changes can be complicated and you usually need an IT administrator to handle it.

“Flexible business platform”

Pros

The platform works well for me across a variety of business functions and I find it easy to use and customize based on specific needs.

Cons

The pricing isn't a fit for every business and some unexpected behavior can be difficult to handle.

“Feature rich solution”

Pros

Its wide range of features and capabilities gives me the flexibility needed to support different areas of the business effectively.

Cons

Getting comfortable with it takes time because there's definitely a learning curve. It's not especially simple so proper training is pretty much necessary to understand how to use it and what it's capable of.

“Excellent CRM platform”

Pros

I consider it an excellent CRM solution because it provides me with a broad set of useful tools and functionality.

Cons

Even though it's a market leader, the pricing could still be a bit more competitive.

“Complete sales management”

Pros

It covers everything I need to manage a sales operation and even includes additional capabilities beyond the basics.

Cons

It's a very complex platform and getting the most out of it takes a lot of training.

“Centralized client database”

Pros

Keeping my entire client database in one place is a major advantage for me. The platform also provides valuable insights into how well sales efforts align with customer needs and helps move clients smoothly through the appropriate departments.

Cons

It can be a little slow to load at times but considering how much information it stores, that feels pretty understandable.

“Helpful support team”

Pros

The support team has been very helpful for me and the system stays well synchronized. I can also create workflows that closely match our business requirements.

Cons

Users still need more training and the internal support team should be knowledgeable enough to properly assist people within the organization especially where SF is used heavily.

“Improves efficiency”

Pros

By aligning many of our business processes, it has helped us improve both efficiency and transparency across teams.

Cons

Getting through deployment and training did take a while but once it was all in place, everything worked really well.

“Clean and organized”

Pros

Clean and organized layout makes it very easy for me to navigate and use on a daily basis.

Cons

It isn't really focused on real estate and feels more geared toward general sales.