Salesforce Sales Cloud Reviews

“Strong client relationship tracking”

Pros

It stands out for how customizable it is. The out-of-the-box functionality is already strong but being able to quickly learn the system and tailor it further, from creating custom objects to building flows, adds a lot of value. It's also very user-friendly overall.

Cons

It still has some pretty frustrating shortcomings. Something as basic as sorting line items in a Quote requires a free AppExchange add-on and even that can be inconsistent, with different users sometimes seeing different results. Quote template customization is also very limited which basically pushes you toward paying for an extra tool like Conga Composer. On top of that, the platform is expensive and while there are plenty of add-ons available, they all come with additional costs.

“Low usability challenges”

Pros

The platform offers a wide range of features that are genuinely useful for the business. You can add as much information as needed without really feeling limited and the final dashboard does a very good job of presenting everything through helpful graphs and clear data displays.

Cons

Getting people comfortable with the tool can be a challenge because it is not very simple for most users. It often takes more than one round of training before information is entered properly and that can lead to inaccurate data in the end. It also does very little to connect with other software we use which makes it difficult to cross-check information across different databases.

“Highly customizable system”

Pros

Biggest strengths here are the intelligent selling tools, client data assimilation and the nearly unlimited customization options. It can even function like a project manager which adds a lot of value. Although the product is not very user-friendly and takes effort to use, it works well as a stand-alone CRM. It does not need to be integrated into existing business processes as an extension yet it can still work with data from an existing business.

Cons

A few things still need improvement especially user-enabled record changes, automatic detection of duplicate or similar client records and clearer error messages. It would also help to reduce the number of steps required to close a lead and add help messages for important actions. On top of that, the interface feels unfriendly, the functionality is quite complex and the overall system can be overwhelming for small businesses. It is a stand-alone CRM so while it does not require integration with existing business processes as an extension, it can still use data from an existing business.

“Reliable customer service platform”

Pros

Keeping quality at the center of customer service matters more than ever, whether that means better communication, stronger processes or dependable technology. This software has really helped our company stay aligned in all of those areas. It gives us what we need to interact with customers confidently while keeping everything organized behind the scenes. The convenience of the features is what stands out most to me especially how well they support transparency across the team. Very little slips through the cracks and that level of visibility has been a huge benefit for us.

Cons

One thing that does get frustrating is seeing older customer information continue to show up in active charts. Even when filters are set to display only the latest details, I still end up looking at a long list of previous customer records. It would be much better if there were a way to narrow results by the most recent communication.

“simple data storage”

Pros

Getting around the software and storing important data feels very easy. The interface is incredibly simple so learning how it works and understanding its features doesn't take much time at all.

Cons

An issue I've run into while using it is that the information I enter doesn't save automatically which can sometimes lead to lost work.

“Centralized sales tracking”

Pros

It's a really useful tool because it lets me keep all the information I need in one place to stay on top of sales processes, follow up on pending negotiations and keep track of potential clients.

Cons

Report generation isn't very simple unless you've had proper guidance on how to use it so it would be better if the interface were a bit more user-friendly.

“Cloud-based automation”

Pros

No extra manual effort is needed to figure out customer information because the cloud handles it for you. The automation tools also let you stay productive without being tied to the office.

Cons

It tends to malfunction when you upload too many items and that ends up slowing everything down.

“Fast data migration support”

Pros

Moving data over from the old system gives you quick access to the database and it also helps identify potential leads that may turn into purchases.

Cons

It's very user-friendly so there honestly isn't much to complain about since everything is easy to use.

“Accurate pricing validation”

Pros

The pricing check sent from our system gives us an extra layer of confirmation which helps us feel doubly sure everything is correct.

Cons

The downside is that pricing has to be updated in both environments to keep the systems aligned and there's no automation in place for that.

“feasible user interface”

Pros

Right away, the interface feels very easy to use which makes it easier for users to stay focused on growing sales and bringing new clients into the business. It works as a complete administrative space where processes and procedures can be created and organized with the goal of supporting the company's constant growth. One of its strongest points is the level of control users gain once they start using it in their daily work. On top of that, the platform puts strong emphasis on advertising and marketing management, all aimed at generating more sales and building new business relationships. For me, it is by far one of the best CRMs available because it offers a wide range of options and benefits both for the company and for my own professional development.

Cons

Marketing area and its related functions still have room to improve. I understand that this software is not focused exclusively on marketing but there is definitely potential for future updates to strengthen that side and help reach more places and more clients interested in our services. Another thing is that it can become a little complicated because of the amount of information involved when integrating certain content in different ways. Aside from that, it has worked very well for me overall and I am satisfied with the program's performance.

“Marketing and sales support”

Pros

It does exactly what we need it to do. We use it regularly for promotions and important job-related articles so having it available whenever we need it makes a big difference in our day-to-day work.

Cons

At times, certain information can be difficult to locate and we often have to reach out to other employees for help finding what we need.

“Full business management system”

Pros

Running both office operations and now my own startup, this has proven to be a really powerful CRM and management platform. It's easy to set up, simple to work with across an organization and I've been using it for years for CRM, enterprise management and now startup-related needs as well.

Cons

Its integration with other apps works well but the price is really the only downside for me.

“End-to-end sales coverage”

Pros

It covers the full end-to-end sales process really well. You can create campaigns, reports and dashboards and it also lets us manage leads and opportunities without any hassle. From my perspective, it's one of the best solutions available in this space.

Cons

Because the platform is so broad and packed with capabilities, I think the team should do a better job of prioritizing features.

“Cost-effective solution”

Pros

It handles a lot of organizational and content-related work without needing to spend extra money which makes it a really cost-effective option.

Cons

Every now and then, the backend and software don't feel very fluid and some links can end up disabled for users if they don't have full permissions to access everything.

“Fast customer data access”

Pros

One of the biggest benefits of this software was how fast my team could pull up customer information. I used it in a previous aviation job and it had been tailored to fit the way we worked. We could search for records in several different ways, including by tail number which was especially useful. Another feature I really appreciated was the ability to link emails since it gave us a full history of communication with a client across different team members. That saved a lot of time and sped up our workflow because we didn't have to waste time digging around for past conversations.

Cons

At times, the data entry felt somewhat repetitive. That said, I think part of the issue was that our team didn't have enough training so there were probably better processes available that we simply didn't know about.

“Functional organizational tool”

Pros

It's very functional and loaded with options that help me stay organized in my day-to-day work.

Cons

Up to this point, I haven't run into any problems.

“Integrated communication features”

Pros

There are plenty of features here especially the chat and case tools and they make it simple to stay on top of all customer communication in one place.

Cons

This tool doesn't let us track losses, fraud and similar issues and there's no easy way to get rid of duplicate records.

“User-friendly frontend design”

Pros

Right from the start, the software's frontend feels very user-friendly. The tools are simple which makes using it feel simple and natural. Its functionality for entering data from databases is also quite inclusive and the range it offers for scenario building, profiling and map creation works well for making informed decisions.

Cons

It would be ideal if it offered the option to integrate many more variables when operationalizing processes. It would also help to improve the number of processes that can be handled at the same time. Customer profiling still has room to improve especially if it could provide more detailed information.

“Centralized campaign tracking”

Pros

Having all the campaign information in one place has been really helpful. The dashboard feature makes it much easier to track how different activities are performing which helps a lot when doing more detailed analysis.

Cons

One thing that needs work is that campaign tasks stay visible until the campaign officially ends even when the campaign has already been paused or canceled. Because of that, it ends up looking messy with too many jobs still sitting under "Pending."

“Mobile access convenience”

Pros

Using this version has been really convenient and it makes managing my customers while I'm out and about very simple.

Cons

It comes with a lot of features that my business doesn't actually need or use.