Salesforce Sales Cloud Reviews

Pros

Being able to document every step of a work order is really helpful.

Cons

Biggest frustration on our side was how SF handled the SF Maps migration update. We were notified about the migration, tested SF Maps in the sandbox for months and then moved it into our live Salesforce instance. Not long after that, our users started running into a few erratic issues that disrupted the application. SF Maps support did try to assist but resolving the problems ended up requiring many hours from our developers. They uncovered issues that SF's own technical team wasn't aware of and it cost our company thousands of dollars that SF refused to help cover. It became even more frustrating when we realized there was basically no way to raise these concerns with SF management. From where we stand, SF bought Map Anything, changed it to fit into Salesforce and then pushed the full update cost onto customers. Our company had previously purchased Map Anything and had already invested heavily in custom development so we had already taken on major costs just to run it. Not being able to escalate our concerns to SF management was very upsetting. In the end, it felt like they were telling us, "too bad, you're on your own," with no willingness to work toward a solution. Large companies can really make customers feel insignificant. Be very careful with updates.

Pros

It helps us keep up with all our customers and contacts, along with contract numbers and plenty of other information and everything is searchable for the rest of my team too.

Cons

Sometimes when switching between different views, the customer list doesn't stay the way I last had it and can move away from the alphabetical order I set.

Pros

One of the biggest advantages of this platform is how much you can tailor it to fit whatever data solution your company needs. On top of that because it's so widely used, it already connects with most sales and marketing tools which makes it even more useful.

Cons

Getting everything set up and implemented usually requires an IT administrator. You can handle a few things on your own but without bringing in someone experienced or working with a consulting partner to customize the applications, you probably won't get much value out of it.

Pros

Compared with other CRM tools, this one stands out as the best when it comes to functionality and overall usability. The fact that companies now have full roles dedicated to becoming experts in this external platform says a lot about the unique value it delivers across so many different industries.

Cons

Your experience can vary depending on the subscription tier your organization pays for and there is definitely a learning curve involved. Since it's a technology platform, there's also the ongoing reality of constant updates, changes and evolution.

Pros

One of the biggest strengths is how customizable it is. You can pretty much program the software to handle just about anything you need it to do.

Cons

Getting up to speed with it has been a real challenge. Even after 8 months, we're still ironing out issues and we expect it will take at least another 6 months before it's fully tuned for sales management. And that's only phase one before moving on to the next stage.

Pros

From day one, the platform has been very user friendly and moving through different records feels easy and well organized. It has helped us manage our SalesCycle much better and we're able to build new processes based on our specific business needs. The integration with various other tools also adds a lot of value and makes the system even more effective overall.

Cons

It covers pretty much all of our requirements but I do think the reporting side could be better. Right now, the reports still don't give us a complete 360-degree view. I'd also like to see history tracking expanded across more fields.

Pros

Being able to create a case straight from Microsoft Outlook has been the best part for me. It's fast, convenient and makes the whole process much simpler.

Cons

One thing that bothers me is how images are handled when emails come in and automatically create cases. There really should be an option to view those emails in rich text instead of having to open them as an attachment.

Pros

Having sales and service features together in one platform gives really strong value for the money. Setup, installation and configuration are quick to get through and being able to customize your own sales process is a big plus.

Cons

One confusing part is when trying to use the support forums. In Essentials it's called the Help Center while in the other versions it's referred to as Experience which is the new name for Communities.

Pros

After nearly five years of using this software, it's been a dependable tool overall. The layout is simple and easy, from the home screen to the different tabs you can open so getting around it feels natural. Searching for people or articles is also quick and convenient which helps a lot.

Cons

There have been some bugs over the years and a few are still being worked on right now. That said, the team has usually been very quick to address issues and fix things fast.

Pros

Having both the app and web version is really helpful and the reporting and dashboard features work very well. The connection between all the data is excellent which makes everything easier to follow, use and pull information from when needed.

Cons

License policy could be better and it does limit some flexibility when it comes to reporting and chart customization.

Pros

Right from the start, this tool feels very simple and well thought out. It really seems to have mastered what it's meant to do and I honestly think every sales team could benefit from using it. It makes task management, lead qualification and both internal and external communication much more manageable.

Cons

There is a bit of a learning curve although it's nothing overwhelming. Having SMEs in the organization makes a big difference when it comes to getting the most out of it.

Pros

Documenting is easy and getting other employees trained on it doesn't take much time. The interface is also very user-friendly.

Cons

It doesn't save changes right away so information can be lost pretty easily.

Pros

As a CRM, it really feels like the gold standard even though it still comes with a few limitations. The contact management tools, price books and reminders have all been especially useful.

Cons

It's definitely a powerful platform but getting the most out of it takes advanced knowledge and a certain level of specialization. For smaller organizations, the cost of implementation and ongoing maintenance can be too expensive.

Pros

Everything feels very well organized and I can add specific notes that the rest of the team is able to see. It makes it really simple to understand what's happening with a particular customer just by following the notes that were already added. We also use it to create business-to-business opportunities so everyone can keep track of where each partnership currently stands.

Cons

Honestly, I don't have any complaints. It's very user-friendly and whenever we ask for something to be built, it's highly customizable.

Pros

As a CRM platform, it feels very dependable and comes packed with a wide range of built-in applications. It includes modules for sales, service and more, along with strong features like workflow, process builder and flow automation. The interface is quite user-friendly and the AppExchange makes it convenient to download and install additional apps. It also offers many standard objects such as accounts, contacts, leads, opportunities and cases. Reporting and dashboard tools are simple to use and it even supports programming for managing and operating the org. Since it is cloud-based, there is no need to set up any infrastructure.

Cons

One clear downside is the cost since pricing is charged per user. It also has its own programming language so that needs to be learned before implementation. On top of that, a company may need to hire an administrator to manage and maintain it properly.

Pros

One thing that really stands out is how much information it holds for leads, contacts, accounts and customers. It's become the central hub for our Sales, Customer Success and Solutions teams. The pipeline tracking features are especially useful, particularly when it comes to managing opportunities and keeping up with next steps.

Cons

It does come across as a bit older software. That said, the extensive customization options and wide range of use cases make it very valuable to the organization even if that same complexity can make it tougher for smaller teams to manage and use effectively.

Pros

Just about everything in this CRM can be tailored to help sales and marketing teams work more efficiently. It comes with thousands of ready-made solutions so rolling out and setting up the features you need can happen very quickly. On top of that, user permissions are highly customizable which makes it simple to limit data access to only the people who actually need it. I'd absolutely recommend this CRM to anyone looking for a powerful platform that can scale as their business grows.

Cons

One thing to keep in mind is that it relies on its own query and scripting languages so there's a learning curve unless you're already familiar with how their system works. It's also not inexpensive but in my opinion it's worth every dollar.

Pros

When it comes to CRM platforms, this feels like the standard that everything else gets measured against. It covers just about everything you'd need and can be customized to support nearly any field, setting, dashboard or workflow you want to build.

Cons

At the same time, building dashboards and more detailed reports can feel a bit tough and not completely simple. Even though there are drag-and-drop tools and filtering options, the depth and sophistication of the platform can actually make simpler reports or dashboards more frustrating and challenging to put together.

Pros

The flexibility and room to expand have been fantastic and the collaboration it brings across the whole organization has really helped us become more efficient overall.

Cons

It is on the expensive side although the non-profit discount was definitely appreciated. Getting full buy-in from everyone has also been a challenge, mainly because it's still a new software for users.

Pros

Across every company I've worked for, this has been the go-to tool. It works really well for managing contracts and leads and as an accountant I rely on it to pull up revenue recognition details, contract terms and other important deal information. It's also very convenient that all the documents are attached within each customer account so finding what I need doesn't take much effort. The reporting tools are excellent too, with plenty of flexibility to build customized reports for just about any business need.

Cons

I genuinely enjoy using the software but one downside is that it still doesn't connect with some accounting platforms like QuickBooks Online which leaves a bit of manual work on our side. I'm hoping QuickBooks integration gets added soon so the syncing process can be fully automated.