Salesforce Sales Cloud Reviews

Pros

Having access to so many data points for customers and leads was a big plus. It gave me a ton of useful information to track and stay on top of. If something wasn't already set up, I could also customize it myself without much trouble.

Cons

There are too many unnecessary screens included. It's not very simple to tailor the screens so they only display the data I actually want so I end up digging through a lot of extra elements.

Pros

This platform does a really good job of helping keep track of customer details, contacts and sales interactions all in one place.

Cons

Support hasn't been at the same level for me. There needs to be better coordination around issues and a clearer way to track how resolutions are being handled.

Pros

Logging tickets and reaching out to customers is very easy which makes the software simple to work with on a daily basis.

Cons

Every now and then, it gets very laggy and when that happens, it becomes difficult to use.

Pros

Having everything stored in one place has made a big difference for us and we can check at any time who used what and when. We basically run our entire business through it.

Cons

Every now and then the automation breaks and returns inaccurate data. We end up troubleshooting almost every week to figure out what went wrong.

Pros

Handling 50+ clients became a total game changer with this. It does a really good job of organizing meetings, setting reminders and helping me keep up with conversations and appointments across all my clients without losing track.

Cons

The desktop version was the one I really enjoyed using while the mobile version didn't feel nearly as user-friendly. Even so, it still did its job well when it came to making sure reminders worked efficiently.

Pros

This is a very powerful tool for managing leads and following them through every stage of the sales process for your services.

Cons

Some of the different options do not work properly although I believe they can improve that especially when you are working with another company that uses different software.

Pros

A big plus is how well it helps manage leads and keep track of sales throughout the process.

Cons

It does take a little time to learn how to use everything properly.

Pros

There's a lot to appreciate here, plenty of customization options, great knowledge resources and useful out-of-the-box features that cut down on how much development work is needed. The release cycles are also a real plus and help keep the product moving forward.

Cons

Biggest downside is that implementation and overall ownership costs can end up being quite high.

Pros

It does a really good job of keeping a complete, convenient record of everything happening and it helps me stay on top of my pipeline management.

Cons

A few features feel awkward to use especially when editing the pipeline or adding events and activities.

Pros

It's incredibly customizable, more like a full platform where you can build your own apps than just standard software. The scope is massive and it's probably the biggest product I've ever worked with in terms of everything you can create inside it.

Cons

A lot of the software still doesn't communicate well across different parts. For instance, you might be able to look up contacts from an account but not accounts from a contact. The parent/child relationship references in the schema only work in certain directions which feels unnecessarily limiting. On top of that, there are plenty of small quirks that have apparently been around for 7+ years and still haven't been fixed, like reporting on the EmailMessage object. I understand the idea that maybe someone decided it would put too much strain on the system but at that point, add more servers and charge based on workload instead.

Pros

It's an integrated platform that feels very user-friendly. It can be configured to fit different needs and also connects well with other software. On top of that, you can manage things online through chats and emails which makes communication and follow-up very convenient.

Cons

It's a highly reliable software and honestly I haven't come across any downsides.

Pros

Everything about the system feels current and we've been using it regularly because it's very user-friendly. After purchase, the team also receives training along with refresher sessions whenever needed which has been really helpful. Its biggest strength is how efficient it is, from managing contacts to confirming leads and reaching out to them. It really helps the whole team work better and all the details are accessible to everyone.

Cons

The one part I wasn't too happy with was the reporting. It didn't work particularly well for our needs and even with training, it still felt a bit complicated to use.

Pros

Getting around the system is easy and the reminder dashboard is really useful. Senior management can quickly view your daily activity which means you do not have to put together your own hit lists. They can already see who you are contacting and who you are not.

Cons

Calendar exporting could be more easy. At our company, we still have to rely on a third-party tool to sync everything with our personal calendars.

Pros

This CRM comes packed with just about every feature you'd expect from a customer relationship management platform and it connects with most of the supporting software tools out there. If you can picture an interactive way to manage customers alongside the other tools your team already relies on, there's a good chance this is the right CRM for you.

Cons

That said, all of that functionality can also make it feel overwhelming at times. I'd strongly suggest bringing in a consultant or training partner to help set it up in the best way for your company and sales process, otherwise you may end up with an impressive new system that nobody actually uses. User adoption can be a real hurdle if employees aren't properly trained on both how to use it and why it's valuable for them.

Pros

Right from the start, the application feels simple to use. The preloaded sections are clear, easy to follow and broadly applicable across different needs.

Cons

Since nearly every sales rep in marketing and advertising has already worked with this application, training is barely needed. That said, most changes seem to require reaching out to an account lead or manager. Even the most basic tweaks often ended up needing someone from IT involved which made it feel far less turnkey than I was expecting.

Pros

Keeping track of completed contacts and tasks versus what still needs attention is very easy with this software. Assessments appear clearly in the system and being able to clone them, reuse the results month after month and adjust only what changed saves a lot of time.

Cons

Setting up groups and similar items requires understanding their coding structure so there is definitely a learning curve. How well the tool works also depends heavily on how well it is configured for your company by the person handling the setup.

Pros

It really feels like a gift that keeps on giving since just about any app, feature or add-on you can think of can be connected to it to support nearly any business need. The level of customization feels practically unlimited.

Cons

The technical side can get pretty involved but the tech and admin teams are excellent and willing to work with you to help optimize everything.

Pros

One thing this platform gets right is the number of features that actually work well. Its flow analysis tools are very comprehensive and have clearly improved over time. It also makes it possible to capture email data, monitor communications and integrate really well with Outlook. Even though not every feature performed this well from the beginning, it's worth recognizing how consistently this product updates itself and keeps improving the right tools to deliver a better experience over time.

Cons

On the downside, there are still issues with predictive analytics especially when trying to work with a specialized object for people who require special handling and that has caused delays for us at times. Customer support has also dropped off quite noticeably over the last semester which has left us with a lot of unanswered questions as users.

Pros

Keeping up with new business quotes is much more manageable with this tool and having everything stored in the cloud, including documents, is really convenient. The screen layout can also be customized to fit how you want to work which makes it even more useful.

Cons

At times, the customization options feel a bit restricted and some of the more advanced features aren't the most user-friendly. Its strong dependence on the cloud can also be a drawback especially during downtime.

Pros

Interface is clean and easy so it's easy for just about anyone to understand. There are plenty of options for creating and modifying reports which makes the platform very flexible. It's also reliable and runs efficiently.

Cons

Without training, the platform can feel overwhelming at first because it offers so many powerful features and options.