Salesforce Sales Cloud Reviews

“Plugins and polished design”

Pros

One thing that really keeps this platform appealing is the wide range of plugins available which gives plenty of flexibility depending on what you need. The UI/UX also feels very well designed and pleasant to work with so using it day to day is a good experience. Another strong point is their UAT testing option which is genuinely useful during the testing phase.

Cons

Support hasn't really met expectations and could be much better. The implementation process also takes quite a lot of time which can slow things down more than expected. On top of that, the pricing is on the expensive side and feels quite high.

“Excellent communication tool”

Pros

Getting started with it is easy and it works really well as a tool for communication between users.

Cons

One area that could be better is the pricing since the cost feels a bit high.

“Dashboard reporting wins”

Pros

Getting value from the dashboard and reporting tools didn't take long. I was able to learn how to build dashboards quickly and present the points I needed to make in a clear visual way through the reports. Because the dashboard was so simple to use, it became a favorite for leadership and other stakeholders who only check the information from time to time. They didn't need to be experts to understand how the business or department was performing.

Cons

Working in Internal Audit, we really needed a way to separate the company's core operations from our audit-related information. At times we handle classified material and too many people across the organization had access to view it. In the end, we had to come up with a workaround for that limitation.

“Modern design but slower data entry”

Pros

Compared with what my company used before, this product feels much more modern.

Cons

At the same time, entering data in this software takes a lot of extra steps for my work. That ends up adding quite a bit more time to each task which is frustrating when I'm working under strict deadlines.

“Customer relationships made simple”

Pros

This software makes it possible to build and manage relationships with customers, partners and potential clients through one platform. It really helps create better connections between customers and clients in a way that is much more manageable through the software.

Cons

Building relationships between customers and clients can usually be quite difficult but this software makes that process much more possible and far easier to handle.

“Call tracking that saves time”

Pros

From starting calls to tracking data, measuring results and planning next steps, this software handled a lot of the daily work really well. It also made it simple to give others access for their day-to-day needs which saved me a lot of time since I didn't have to keep looking things up for everyone.

Cons

One challenge was the functionality around data fields. There are so many possible fields that may be important to capture and if those weren't included during the initial setup, it was difficult to get changes made later.

“reporting and tracking”

Pros

Using it has been fantastic for keeping track of activities, tasks and calendar events especially since everything connects directly to individual records, reports and dashboards. Whenever we need to generate a report based on activities, we can use the built-in groove handles which gives us much better visibility and insights.

Cons

A reliable internet connection with good bandwidth is definitely needed for the software to load quickly, otherwise the application can become slow during loading.

“High-quality affiliate pages”

Pros

Being able to link all of my affiliate URLs to high-quality landing pages is something I really appreciate.

Cons

There are quite a few features locked behind the paid subscription so I can't access or use them unless I upgrade.

“Simple and very useful”

Pros

I find using the system on a daily basis very simple and it makes my routine much easier.

Cons

In my case, I don't have any negative points to highlight. Everything about the system works well for me and it helps me a lot with planning and managing the sales team.

“Sales report customization”

Pros

Being able to customize different sales reports is fantastic especially when breaking down and analyzing territories in more detail.

Cons

It doesn't appear to work with iOS and the constant updates take a lot of time and become pretty frustrating.

“Flexible solution with many options”

Pros

Getting around the platform feels very easy and customizing it is simple when it comes to adding new fields or rearranging them where needed. There's plenty of help online which makes it easier to extend the system with new features when required. On top of that, there are many apps available that can be installed without much hassle.

Cons

Licensing can get expensive and some of the more useful extra features require additional payment beyond the licenses already purchased. Storage also tends to fill up fairly quickly so it's important to monitor capacity and archive records that are no longer actively needed.

“Fast data entry and flexibility”

Pros

Using it feels pretty easy, it offers a decent amount of customization and it really simplifies entering data.

Cons

Layout could be improved a little. This version is also tougher to read compared with the Classic version.

“Widely adopted”

Pros

One of the biggest advantages is how widely it's used, around 90% of organizations rely on it. Because of that, I've never really needed to learn a different tool.

Cons

That said, it can become incredibly complicated very quickly. A lot of that comes down to how your team has everything configured.

“Automation and reporting”

Pros

One of the best parts is the automation which helps sales rep teams save a lot of time. The reporting is also really strong making it useful for tracking performance against sales goals and helping with projections.

Cons

Setting it up is very difficult and pretty complex so you'll likely need to bring in a partner or consultant to help coordinate and manage the schedule.

“Flexible customization and automation”

Pros

The platform is incredibly flexible when it comes to customization and automation which makes it really valuable for different workflows and needs.

Cons

Since I work across two separate IT orgs, we occasionally run into situations where something works in one org but doesn't behave the same way in the other which can be frustrating.

“Keeps our business organized”

Pros

Getting everything integrated and set up around how we planned to use it made a huge difference in keeping us organised. We were just a team of four when we launched and we realized pretty quickly that strong relationships with local businesses were going to be essential if we wanted to stay afloat. After a really helpful and informative call, the setup process became much more manageable. At the time, I didn't fully understand how valuable having CRM built into the software would be but once we committed to it and the team got comfortable using it, it turned into an excellent tool for us. That became even more true after we brought in staff who had more experience with the software. Using it to manage our business accounts has easily been one of the smartest decisions we made.

Cons

Price is high and in the beginning we were concerned about whether it would be affordable for us over the long term but in the end it has paid for itself.

“CRM with slick dashboards”

Pros

Among customer management tools, this CRM stands out as one of the best available today. It has helped improve our company's efficiency by cutting down a lot of the manual work our employees would normally have to do. The platform is appealing because the interface looks polished and is simple to work with. Customizing it is also an important part of making it even more practical for daily use. The dashboard is sleek and presents data clearly and effectively across each section. Even I can put together a dashboard quickly with just a few clicks. The reports are visually appealing and make it much easier to keep track of company growth and sales performance. Updates can be made without much effort and both integration and deployment happen very quickly as well. I had no trouble adding DocuSign eSignature and Skype for Business into my workflow. Overall, it feels comfortable to use at work and I rely on it every day.

Cons

That said, if the system is not used properly, it can negatively affect a company's growth and development. It's not really a usability problem but I do think the vendor should work more closely with customers to understand the specific modules or units they need and make the platform more flexible as a business grows. Announcements and asset valuation also seem like areas that need better planning and more thought to feel more natural. The interface would be more simple if the dashboards were simpler to read. I'd also appreciate extra functionality especially when it comes to editing reports. Another issue is that the person who originally created a record may no longer be with the company and if an administrator changes the record owner, you're no longer able to edit that record.

“Lead and account tracking”

Pros

The software has been especially helpful for overseeing team performance and activities. It handles lead management very well and offers strong account management features. Although the navigation was confusing in the beginning, it became easier once I learned the layout.

Cons

One thing that still bothers me is how many clicks it takes to get things done. The workflow could definitely be simplified.

“Contact tracking that keeps me organized”

Pros

Keeping up with my contacts and all their details is much more manageable with this tool and it really helps my workflow stay on track throughout the day.

Cons

There are occasional issues with integrations especially with RingCentral and it sometimes freezes up, like when calls refuse to hang up.

“Average software but limited support”

Pros

Honestly, not much comes to mind. It's just average software that gets the job done but it never really goes beyond what we expected.

Cons

One frustrating part was not having a dedicated account manager assigned to us and at times the service team we reached out to didn't seem knowledgeable enough.