Salesforce Sales Cloud Reviews

“simple and impactful tools”

Pros

Getting around the platform feels pretty simple and our team has been able to add other capabilities that make the system even more user-friendly and more valuable for everyday work.

Cons

At this stage, for the type of work I do, the system already provides everything I need.

“Broad fit for our needs”

Pros

It covers a lot and can be tailored really well to match what you need.

Cons

I honestly don't have any complaints about this service. We couldn't run our business without it.

“Outlook cloud workflow boost”

Pros

Using the cloud right inside Outlook has been a big plus since we no longer have to go back and wrap up emails and calls separately.

Cons

At the start, it would crash occasionally before the update and I had to restart my computer to get it open again but it's working well now.

“Organized internal communication”

Pros

One thing I really enjoy about this tool is how it improves communication for internal customer service. We get flooded with emails all the time so having a separate place to organize conversations and work through problems is really helpful and much better than managing everything through long email threads.

Cons

Sometimes the software can feel a bit frustrating because of the extra steps it requires. For instance, you have to complete field A before you're allowed to move on to field B.

“Lead tracking done right”

Pros

Keeping tabs on leads, projects and contracts is very easy with this software. It makes it simple to see which stage everything is in, who the customer is and what each project involves.

Cons

The navigation felt a little confusing in the beginning although it became much more manageable once I got used to how it works.

“Quick policy lookup”

Pros

Being able to search for a name and then cross-sell a policy is really useful.

Cons

At the beginning, it's quite difficult to understand and figure out how to navigate everything.

“Client tracking and analytics”

Pros

Keeping up with multiple clients used to be a real challenge especially when trying to remember who, when and where for each one. Using this has made me feel much more in control of both my business and my client management. I'm now able to stay on top of every client, build my own database for each of them and clearly track my progress all the way through to completion. The analytics have also been very valuable, helping me improve my business, understand my clients better and see how I'm performing overall.

Cons

One thing I'd really like is the option to add more types of reminders instead of only upcoming birthdays. I try to stay connected with clients in a personal way, whether that's for anniversaries, their children's birthdays and other important dates because I truly believe in celebrating those moments with them. At the moment, I still have to keep a separate spreadsheet to manage all of that.

“Modern design and tracking tools”

Pros

Using this software has been a really positive experience especially because it's so simple to work with. The interface looks polished, modern and current. On top of that, the range of tools for tracking call records, storing customer information and tagging data for analysis feels hard to beat.

Cons

At this point, I honestly haven't come across anything I dislike about the software during the time I've been using it. That could always change later but nothing stands out right now.

“CRM with smart analytics”

Pros

Running multiple projects feels much more organized with this CRM and it works really well for organizations that need a strong system in place. The analytics graphs give a clear picture of project progress which makes planning and business strategy decisions much more informed. One of the biggest advantages is how well it integrates with other software, adding even more value to the platform. Beyond project tracking, it also does a great job of helping manage the resources assigned to the work.

Cons

Because the software is so versatile, it can feel a bit complicated at first. After using it regularly though, its real strengths become much more noticeable. The dashboard could still be more user-friendly and simpler to handle. Also, duplicating multiple entries is slow in the current version so hopefully that gets improved in future updates.

“Simple customer tracking”

Pros

Getting around this software is very easy. It makes it simple to stay on top of customer tracking and monitor account progress without much effort.

Cons

Personally, I do not use it for reporting. I also do not build many lists so at this stage I am not using all of its features.

“Missing private equity features”

Pros

It's a well-known platform and generally accepted across the industry which gives it some credibility.

Cons

For private equity work, it just didn't offer enough of the features that were needed.

“Feature-packed but pricey”

Pros

It comes with a lot of CRM functionality but I don't use enough of those tools for it to really make sense for my business.

Cons

There are definitely cheaper options out there, including some free ones, that could handle what I need just as well. The only reason I'm using this platform is because I'm tied to another business that relies on it. I'm not using it for sales at all, mostly just as a database for my current clients. Because of that, the monthly cost feels excessive especially since I only log in when I need to add new clients and hardly spend any real time in the system otherwise.

“Handy issue tracking by email”

Pros

Keeping track of our relevant issues is very convenient and it's simple to pull up and list everything we need. Replying to open issues through email is also really helpful and makes staying on top of them much more manageable.

Cons

Editing a reply through email can be frustrating and not very flexible. There are also times when case-related email updates don't come through which ends up slowing down our response time.

“simple navigation and integrations”

Pros

Navigating the system feels very easy and I really appreciated the integration options available to extend and improve the product.

Cons

The pricing is on the high side especially if you need custom add-ons or tailored integrations.

“All-in-one sales tracking”

Pros

It works for just about everything, from tracking sales to storing contact data and pulling together an overall sales analysis in one place.

Cons

If you've never worked with it before, it can feel a bit overwhelming because there are so many functions. Once you get comfortable with it though, it really does make things much easier.

“Sales pipeline visibility”

Pros

Across the business, it brings together data from multiple platforms and helps us stay ahead of the entire sales pipeline instead of reacting to it later.

Cons

Because of how our business is set up, the data integration can be a bit complex but the support team is always available when we need help.

“Quick PMS integration”

Pros

Connecting it with our PMS system was fast and the data sync has been very accurate.

Cons

I'd still like to see more customization in some reports. The current options usually cover what I need but the formatting doesn't always come out the way I want.

“CRM with rich integrations”

Pros

Being a well-known brand, it really lives up to its promise of being the only CRM you'll need. Between its user-friendly setup and the many integrations it offers with other software, this CRM stands out as one of the top options for medium to large businesses on the market.

Cons

For smaller businesses, this CRM can feel too awkward and packed with more features than necessary. While a larger organization may appreciate the many input fields, smaller teams can find the whole CRM process overly complicated and less easy than it should be. Customization can also feel somewhat restricted depending on how advanced the changes need to be.

“flexible workflows”

Pros

One of the first things I noticed was how easy the setup process was. It has turned out to be an excellent system for managing our work and improving visibility into our processes.

Cons

Reporting could definitely be more simple and the value of the tool really depends on careful planning and configuration. The dashboards are not always as clear as they could be and working across multiple tabs tends to slow the interface down. More report customization and additional feature options would be welcome improvements. There is also an issue where, if a user creates a record and later becomes inactive, that record cannot be edited unless an administrator reassigns ownership first. Duplicate and matching rules should really be enabled automatically during CRM implementation to help protect data integrity. Salesforce.com is a very complex platform and if it is not set up properly, it can create problems later as companies grow and change. This is not really a functionality problem but I do think it.com should advise customers more directly on what specialized units they need and optimize the system for scaling as the organization expands.

“Helpful case tracking updates”

Pros

Keeping tabs on where a case stands is really useful, whether the ticket is still open or already closed. The status updates help a lot and it also makes it convenient to reach out directly to the person assigned to the ticket.

Cons

At times, the TAT isn't completely accurate and the system can be a bit laggy sometimes.