# Page 30 | Salesforce Sales Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 30 - Is Salesforce Sales Cloud the right Lead Management solution for you? Explore 18785 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/61368/Salesforce/reviews --- Salesforce Sales Cloud 4.4 (18785) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated April 7th, 2026 # Page 30 - Reviews of Salesforce Sales Cloud ## Showing most helpful reviews Showing 726-750 of 18785 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LC Liza C. HR Officer Renewables & Environment Used the software for: 2+ years ### "One platform to control everything related to the sales system" June 23, 2022 5.0 Salesforce allowed all levels of the team to perform analysis, database feed and track sales activities with high flexibility, by keeping everyone on the same page and adding to them with a unified calendar that is constantly updated for the start and end dates of tasks included in the work plan, which positively affected our ability to track and fulfill all customer requests at the right time. Pros Salesforce provides us with high-quality competitive capabilities that enable us to reach more customers, and its unique tools help us keep the activities of sales teams at the highest level, and keep all their records and contained customer requests constantly updated. I really appreciate the help from Salesforce in integrating different processes for team members, so we can all get a comprehensive view of sales reports, add to that collaboration by emailing and following up on campaigns, all right from within the platform. Salesforce has the flexibility that enables us to prepare reports, customize operations, and analyze data, and this helps us with marketing and finding the best deals. The comments section is also distinguished, as we can prepare lists with them and we can allocate them to team members, follow them accurately, and feed the database with the results. Cons Salesforce has helped us to create our own system according to our needs, so there are not many complicated matters for us, but it is to improve the response speed of the system in general, especially when opening more than one window at the same time. Review Source OU Ogaga U. Security & DevOps Analyst Health, Wellness and Fitness Used the software for: 2+ years ### "Evaluate other Sales platform before using Salesforce" August 13, 2021 3.0 Pros It had a lot of learning content and the community is huge so you are not alone in trying to figure things out around Sakesforce. Cons So many times, we had to do trial and error. Many things did not work for our use case and it is very expensive to have. It hasn't been the best for Sales at my current firm. They've had a range of issues with it coupled with permission issues which we've tried to make it work, eventually the sales team moved on. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Salesforce Sales Cloud One of the executives thought it would work best for our use case Review Source Huw W. Account Manager Computer Hardware Used the software for: 1-2 years ### "Salesforce CRM Review - Daily user" November 6, 2019 5.0 My overall experience using Salesforce has been good. I've used the application for 19 months and I'd say it took at least 3 months to get familiar with the tool. I work for an organisation of +180k and the tool is used widely across the business, which is a testament to its reliability and scalability. For smaller organisations, there is likely to be less complexity involved, as there will be less integration required with other applications - which Salesforce does incredibly well. To summarise, I'd say to prospective adopters of Salesforce, expect to invest some time in training new users of the tool but its remarkable functionality and capabilities far outweigh this ramp-up period. Pros \-Highly customisable with deep and wide integration with my organisations SaaS or natively developed applications. -Allows you to produce very detailed reports to track my own activity and history. Which can also be used by management to track team progress and activity. -A customisable dashboard that allows frequently uses tabs to be populated to a "bookmarks bar" which allows for faster navigation. -Great search feature that allows for search across the entire CRM database. Cons \-Due to its high functionality and range of options it can be overbearing to use at times. -Requires internet connection which means there is occasional latency and is not accessible at all times. -Visually, it's not the most appealing tool that I've ever used. -Steep learning curve for those that have not used it before, but then that goes for most CRM tools. Alternatives considered [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Switched from [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Due to employment change when I moved companies. Review Source VR Verified Reviewer Marketing Operations Manager Computer Software Used the software for: 2+ years ### "Excellent tool as is, but I fear for the future of Lightning" December 12, 2019 3.0 My high reviews are for Salesforce Classic, though I am truly worried about how this product is going to take a turn for the worst when it is (supposedly) going to be sun-setted by the end of this year. Keep what works and don't mess with the sauce. More is not always more and, for a CRM, no one cares what the interface looks like Pros Salesforce Classic is just a great CRM, plain and simple. It is complex for people who are new to the system, though the learning curve plateaus around a year or so. As with most tools out there, of course there are going to be issues with dirty and sometimes unreliable data, but this is typically a product of years and years of improper setup combined with administrative turnover and poor processes. I am unsure of any tools out there that could remotely compete with the robust functionality of Salesforce, though I think they are well aware of this which makes them slightly less innovative and supportive of current customers (because they know we have no better alternatives to turn to). Cons The transition to Lightning has been tough, and I am dreading the day they finally sunset Classic. The dashboard functionality is the only element I have found to have improved with Lightning, while everything else has become increasingly slow, difficult to navigate and overly visual. For a CRM, I would argue that most admins care less about the visual aspects of reporting and more about speed and efficiency in getting things done. The "Setup" in Lightning has changed the most out of all, and is particularly frustrating considering this is where most admins live all day. I have not seen one true improvement from Lightning, and feel like this is a cheap ploy to make the tool appear to be more functional and "fresh" for new users. Yes, the visual benefits might be desirable for a Sales user who only needs to view certain elements of the site, but for admins it is truly painful, and I wish they would keep Classic around as an option. Review Source JW Jen W. Sales Manager Management Consulting Used the software for: 6-12 months ### "Justifying high dollar prices with tedious features and extensive training to use" April 9, 2018 3.0 Over-priced, too much detail, not user friendly or intuitive. Wrong incentives. This app manages to do more than any other CRM and simultaneously prevent you from doing more than any other CRM out there. If you want your reps to fake activity to satisfy your unnecessary reports that you'll feel the need to generate to justify the enormous cost of this software, then you're in the right place. Pros I suppose if I were a President of Sales for North America Region for a multinational corporation, maybe I would want to use Salesforce. At some point, I will bet it is more secure than other CRMs, I just can't see that mattering very much to a small business. At some point, I would imagine that I would want to be able to show a board of directors all of the "helpful" information that can be tracked via this CRM. I just can't see any of that mattering on the level of directly managing sales reps, or even managing their managers. If your sales department costs you millions of dollars in operating costs, then this kind of expenditure is probably justified for security and data. Cons I truly see no reason to track all of the things this software tracks. It is tedious. Entering even a single new prospect is so time consuming and takes so much training to learn to do, that I can literally train someone to sell and watch them sign a new client before a rep has learned how to properly enter leads and track a pipeline in Salesforce. I've worked at a corporation that used Salesforce, as well as a small business. In both cases the employer spent so much on their CRM that it incentivized the employers to run weekly meetings with reps about the number of entries into the CRM that they made. Let that sink in. The job the reps are hired to perform has now become one of data entry rather than sales. In both companies, the minute the manager left the room, reps explained to me how to fake entries in order to keep those numbers up. "I like to log around 90 calls before noon, then take a break so no one gets suspicious." -This is an actual quote from an inside sales rep I trained with at a corporation who used Salesforce. Now, one could argue that was poor management, and not a poor CRM. It's true that Salesforce does what it says it does. You can generate some very detailed reports about your team or individual reps. You can store a ton of information. At some point though, it does too much. It asks too much. It changes the very nature of the sales rep's job into one of satisfying CRM requirements to justify one's job rather than selling. It is, despite it's bells and whistles and presumably unmatched development budget, still not as intuitive as other CRMs. I would rather train a rep on their CRM in an hour and get them into the field or on the phone to talk to prospects than train them for a week on the CRM before they talk to a soul. In the time I'd spend training them and answering questions, I could generate my own more detailed reports if they were truly necessary. I assure you, they are not. Review Source RB Robert B. CUSTOMS CLEARANCE REPRESENTATIVE Logistics and Supply Chain Used the software for: 1-2 years ### ""Salesforce.com is as of now the most famous CRM stage in presence."" December 18, 2021 5.0 Salesforce.com is appropriate for setting up associations with a strong customer base program and a committed Business Development and Account Team. I would not prescribe Salesforce.com to little new businesses as these associations can get essential CRM usefulness from free or a lot less expensive CRM stages. However, assuming that an organization is estimated to develop, Salesforce.com is an extraordinary CRM to develop with. It is truly adjustable, yet modifying the backend of the Salesforce.com CRM will require a Salesforce Administrator, somebody with the experience to make the custom articles, and so forth, or an outsider consultancy to construct the CRM to meet the extraordinary business necessities. Here are a few situations where Salesforce.com is appropriate in Finastra. As a Financial Services organization, we are managing huge to medium IT, bank, as well as monetary establishments or organizations, and a lot of deals and showcasing endeavors are set up and we do require Salesforce.com to really keep up with our leads, contacts, or prospects whether new or old, the client. It is broadly utilized in our showcasing exercises through Marketo adjusted in Salesforce.com. It additionally fills in as a coherence device between the promoting and outreach groups to support our leads until we create an ROI or have a nearby won/bargain status. While for situations where it is less proper I think assuming it's for non-request gen crusade or non-conditional exercises. Pros Salesforce is an amazing CRM apparatus that is not difficult to set up and use for our association. It is easy-to-use programming that provides me with a reasonable image of my business processes in diagrams and assists me with amending my business procedures. Salesforce.com is amazingly adjustable. I would not think about it as an out-of-the-container arrangement, despite the fact that its standard fields take into consideration major CRM exercises and revealing. Salesforce.com can incorporate 100s of outsider programming—as rulemaking efficiency in processes. Cons The announcing could be more instinctive, and the apparatus' worth requires insightful plan and design. The dashboards could be more clear, and chipping away at various tabs dials the interface back. Customization of reports and a huge number of different elements would be welcome augmentations. Assuming a client makes a record and that client is as of now not dynamic, you can't make changes to that record except if an administrator changes the record proprietor. Copy and Matching principles ought to be naturally enacted while carrying out the CRM to guarantee information honesty. Salesforce.com is an incredibly perplexing stage, and if not executed as expected, can make issues not too far off when organizations develop and change. This isn't a usefulness issue, yet I accept that Salesforce.com ought to talk with all customers on what specialty units they require and streamline the framework for scaling as the association develops. Review Source AG Amardeep G. Call centre Utilities Used the software for: 2+ years ### "Why Salesforce Sales Cloud is important " November 16, 2022 5.0 My experience of using this software is good, it's very useful for the business as we need it to contact clients to help them save money on utilities. The tools and the features are well laid out, and easy to use on the whole. Pros The features that are impactful for me as a user, is the contact database one, the lead capturing, to data exporting leads through. I love how simple and easy to use, these features are. They do all the hard work with a few clicks. Cons At times it has crashes meaning we are not about to work, to contact leads or make a sale. At times it can be slow to put leads through, or to having to wait for the clients data to appear. This is what I don't like about this software. Review Source GB Greg B. Implementation Consultant Computer Software Used the software for: 2+ years ### "Top CRM for Sales for a reason" January 11, 2022 5.0 I really enjoy working in Salesforce, and helping others to get the best from the system, sometimes the amount of choice can seem overwhelming, but I have yet to come across a problem that couldn't be resolved Pros The Salesforce platform is highly customisable, so while you get some features out of the box that you can implement, you are only limited by the imagination (and technical knowhow) in where you want to take the system, and the platform can grow with your needs should you wish to move outside of Sales only, there are add ons that can be purchased/enabled which will allow you to manage multiple areas of your business should you wish. Cons There is a possibility to over engineer the system, or to create too many customisations, which could lead to boxing yourself in, luckily there are plenty of resources available to be able to steer you in the right direction Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Salesforce Sales Cloud Salesforce is the world's number 1 CRM, and previous experience with Salesforce in other companies lead me to where we are today Review Source VR Verified Reviewer Virtual Assistant Marketing and Advertising Used the software for: 2+ years ### "Amazing Salesforce Software" June 15, 2022 5.0 Overall, It's overwhelming. Always on the learning process but I enjoy. Very simple, easy to use, easy to set-up. Understandable to other when you share on how to use it. Once you get some experience, the functions and flows are intuitive and simple to navigate. Pros What I do like most is the CRM like the following 1. Contact management 2. Workflow creation 3. Task management 4. Client interaction tools 5. Analytics and Statistics 6. Also, It is a mobile-friendly application Cons I cannot think of anything that I dislike about the software or the features. Review Source VR Verified Reviewer CEO Computer Software Used the software for: 1-2 years ### ""Salesforce Sales Cloud: the best sales management tool"" March 23, 2023 5.0 has helped us solve several problems in our business. Before using the platform, we had difficulty tracking leads and sales opportunities, as well as identifying growth opportunities in our existing customer base. Salesforce Sales Cloud has helped us solve these problems by providing a comprehensive, integrated sales management solution that allows us to easily track leads, opportunities, and customers.By using Salesforce Sales Cloud, we've also been able to improve our sales process by streamlining administrative tasks and allowing our sales team to focus on the most important tasks, such as prospecting and closing sales We've also seen improved communication and collaboration between different members of our sales team, thanks to the platform's information-sharing capabilities.Ultimately, Salesforce Sales Cloud has helped us improve our efficiency and profitability by optimizing our sales process and helping us identify new growth opportunities within our existing customer base. We've also gained real-time visibility into sales performance, which has allowed us to make informed decisions and adjust our strategy accordingly Pros Intuitive and easy-to-use user interfaceWide range of sales management features, including contact management, opportunity management, lead management and sales forecastingCustomisation of the interface to suit the needs of the businessSeamless integration with other applications and services, including marketing automation toolsReal-time tracking of sales performance and targetsComprehensive customer relationship management (CRM) with integrated customer service and marketing capabilitiesAccess to quality customer support, with online training and documentation resources available Cons High cost of the solution, which may not be affordable for small businesses or businesses with low budgetsNeed for customisation and configuration to meet business needs, which can be time-consuming and require technical skillsComplexity of the platform, which may require training and expertise for optimal useLimitations in customising reports and dashboardsSome advanced features are only available in the more expensive editions of . Review Source Uchenna O. Freelancer and Assistant Manager Construction Used the software for: 2+ years ### "A sales tool needed in business." June 23, 2022 5.0 is insightful, efficient and highly recommendable for every business. I am very happy using the product. Pros The product interface is amazing and integrates well with other products such as Slack. It empowers the labor force, hence boosting sales revenue. Cons Consolidating and Slack empowers the whole labor force to cooperate continuously but using only Salesforce Sales Cloud has limitations. Review Source Robert D. Head of It Chemicals Used the software for: 1-2 years ### "Essential and Powerfull syste - If you can afford it" May 13, 2022 5.0 it has been positive. We started with nothing so it's a large change managment component. But i feel it will make a large positive impact on our sales and customer service teams. We are integrating it with other systems (workflow, ERP) to get as much information in one place for our sales teams to be more efficient. There is so much powerful functionality it's taking time to bed everything down but it's a positive step for my company. Pros The customisation is incredible. You can change, add, update, reconfigure basically everything. There are so many standard objetcs to play witha nd then you can create brand new ones to fit your requirments. The possibilites are endless. It also has, hands down, the best online system training i have ever seen. Trailhead allows you to pick an area of interest, learn as you go, put your training into practical use in a dedicated salesforce org and then automated testing of what you have completed. Truly world class. Cons The possibilities are endless, dauntingly so. The intial configuration is time consuming and there is a lot of knowledge required to get the setup right. Doing it without a trusted 3rd partner is very difficult. It is also expesnive of course but really it's in the "you get what you pay for" category. Alternatives considered [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reason for choosing Salesforce Sales Cloud SugarCRM didn't fit with our integration strategy and we really looked at best in class. With Dynamics i had a strangely difficult time to actually engage with someone to properly look at the system whih i found dissapointing so i did my own research and pumped for Salesforce. Review Source VR Verified Reviewer Senior Associate Consultant Management Consulting Used the software for: 2+ years ### "Our company has been using Salesforce for around 2 years now and I can say it served our needs well." May 14, 2018 5.0 It keeps good track of our candidates and clients discussions over a period of time which helps us get back from where the last conversation had ended. A good account information as well with 360-view of information. Tools operate much of some famous social networking sites and could be considered as an easy-navigating platform. Pros A platform that offers sales management, customer service, marketing automation and partner relationship management. It is a c cloud-based CRM solution, Salesforce gives you anywhere, anytime, access to your business data, even from mobile devices. This platform helped us streamline our process and logged our conversation with each of our clients/candidates keeping track of the discussion history and knowing where we left at. It has a good contact management system that allows the users to store a lot more information like account/client details, addresses, other available information which allows a good account info overview. The Dashboard is customizable and can fit to what their client needs and requires for the specific process. It's an easy to navigate software especially for those who had been into cloud-based platform before. Cons The complexity of its features sometimes are not being exhausted/maximized by small-scale businesses and could get overwhelming at times. Pricing may be a bit high for a small company especially if they want something that is more customizable. For our team, it took us a while to navigate the platform fully and think of was on how to customize the platform based on our needs. Knowing what is already available for us and what can be considered for the future is something that we get to deep dive over the course of months and a lot of collaboration and dicussion with the team. Reporting issues might be a bit hard in terms of knowing who is responsbile for certain technical glitch if its Salesforce folks themselves or some app that links to it. Review Source BT Brahim T. Freelancer Marketing and Advertising Used the software for: 1-2 years ### "Salesforce Sales Cloud Review" April 1, 2022 4.0 I first looked at Salesforce to see if it could help me take my team from good to great. We are just a small company and didn't have the resources or time to train our employees myself. I saw that Salesforce had everything I needed in one platform and was super excited to get started. Pros I am very happy with . It has made my life so much easier and freed up a lot of my time to focus on other things. The features are very impactful and easy to use. Integration with my existing business processes was seamless. I would recommend Salesforce Sales Cloud to anyone! Cons Salesforce is one of my favorite and most relied upon CRMs. The reporting features are intuitive and easy to use, the integration with other systems is seamless, and the customer support is always on point. I would love to see them add a robust social media marketing feature though. Review Source VR Verified Reviewer Ceo Information Technology and Services Used the software for: 6-12 months ### "Sales lead Gen simplicity" August 20, 2022 5.0 Pros I like that it has integrated many factors into one software. The software is very user friendly and in the lead Gen sales software there are other factors in place which make it versatile and deal with other relative aspects. Cons I have no issue with this software. It's simple to use. It does what is is suppose to do. Review Source NK Norbert K. Functional Analyst Information Technology and Services Used the software for: 2+ years ### "Salesforce - very useful software for Your company!" April 22, 2022 5.0 Pros I mostly like in Salesforce that for sure it's easy to integrate with Your current systems however highly recommend to move Your work into Salesforce as having all functionalities in one place is very helpful. Salesforce is also very flexible to meet Your requirements - You can develop Your own apps if out-of-the-box solutions don't cover Your needs. Easy to use, very intuitive, clear structure which helps with supporting it. Cons I don't see any cons and I think it's becuase if there is any missing tool/idea You want to have in Salesforce then You can develop it by Your own with internal app. Review Source kyle W. Director Revenue Operations Computer Software Used the software for: 2+ years ### "Salesforce is the best." March 30, 2021 5.0 we've automated and built a sales process from lead to revenue inside of salesforce. we've even built custom objects and workflows to track other things in the business like our internal vendors. Pros the customization. you can build just about anything in salesforce. it can be as simple or complex as you want it to be. Cons many standard objects have stunted functionality and creating custom objects to replace them is needed. for example tasks, (leads and contacts), contact roles... etc... Review Source JZ Jovana Z. MRA Outsourcing/Offshoring Used the software for: 6-12 months ### "MRA review of best CRM" August 3, 2021 5.0 Personally, I used it every day and it is part of my daily routine. I spend around 6 to 8 hours daily in Salesforce doing business and keeping track of my leads, so the overall experience is amazing. It is a very reliable, easy to use, user-friendly, and very informative software. It can turn your information into strategies, ideas, shape your company in a better way. It uses your information to give you insight into how to better run your business. No wonder it is the best and most used CRM right now. Very useful from small to enterprise companies. Pros It is very easy to use and has all the features and tools you need to grow your business. You can keep track easy, on your PC or mobile of your customers, sales process, or anything your business is about. All information you need is right there in one cloud, which is also very safe. What I like the most about SFDC because it is very customizable, meaning you can make it and build it based on your preferences and your business to match your needs. Also, love the Trailhead that has all the knowledge stored you need. SFDC is very secure, customizable, reliable, organized. It gives a full view of your business, customers, opportunities - anything a small or large company needs to run a smooth business. Cons Personally, the only thing that is hard for me is the programing and app builder but that is because I am not very skilled at it. Overall it is very easy to use, customizable, reliable. I think it has the best user interface and even beginners can easily manage in Salesforce. Review Source EB Eric B. Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Average usability - management focused" February 27, 2015 3.0 Pros It does the basics. It tracks contacts and opportunities, and the basic reporting seems to work ok. On my phone I use the Classic Sales Force app, and it is fine for contacts, recording some activities and logging phone calls. And yes, it is convenient to have this accessible on the web from any device I may have on me. Cons The account setup workflow is not very good. Entering a new account with contact, activity and opportunity info is very clunky. You enter the basic account info- address, phone and whatever account flags but then you have to save the info and then go into Contacts. Then you have to go into Activities, then into Opportunities. This may sound silly, but when you are asked to do this for every account, the extra clicks are tiresome and inefficient. It should flow directly from account info to contacts to activities to Opportunities with minimal clicks and maximum efficiency. Again, one of those indicators that this is not focused on the actual user but rather the manager who wants reports. The contact association is just awful. When you are in a specific account and enter an activity, there is a spot to associate a contact name with the activity. he "awful" comment is that if you input an individual's name in the field, and there happen to be similar names in Salesforce in other accounts, it will force you to look at them all and make sure you have the right name with the right account instead of limiting its search to the account you are in. This takes additional clicks and time thereby adding to inefficiency and time waste which is contrary to the point of this type of program. The Contacts section is challenged as well. If you are in a contact within an account but now need to view another contact within that same account, it is not possible to simply move to a list of the account contacts and choose your next contact to work with. You must go out to the main account screen and then go back into the contacts section. Again, this is disappointing due to the inefficiency and lack of focus on the day-to-day user. Another disappointment is the rigidity of the system. Specifically, there is no free-form To-Do list. Everything must be linked to an activity or event of some kind. While this is understandable to a degree, everyone (well maybe there are a few exceptions out there) has some to-do's that will fall into the free-form realm. So without it, the choice to simply find one more app to work with for those, or maybe use paper or a notebook. Regarding support - I used to be able to call in and ask questions. That has now been changed and the last time I tried I was unsuccessful in contacting a human being on the phone. Very disappointing. We sell copiers and equipment belonging to each account is recorded within salesforce. To get a report on the equipment related to a particular account is almost impossible to do. In spite of the claims made by Salesforce that if something is recorded in Salesforce then it can be reported on, i would say "maybe, sometimes." Finally, I use the Salesforce classic mobile app on my Android phone. When looking up contacts it doesn't just pull up my Salesforce contacts, it access all of my contacts. It's very messy when you are looking for a contact in Salesforce. Review Source VR Verified Reviewer Associate director Information Technology and Services Used the software for: 2+ years ### "SFDC - One of the best CRM you can ask for." June 29, 2022 5.0 I have been using it for 3+ years and love playing around this tool. Reporting and dashboard has become quite easier. The automated emailing to relevant stakeholders takes away the pain of sharing the reports manually and is all taken care by the CRM itself. Pros Easy your day to day operations and of the data is updated in a correct manner and if you know how to analyse data, I am quite sure you will be able to make a fruitful business decisions. Cons Integration is bit tough and time consuming. The dashboards can sometime act weird and troubleshooting it takes time. Review Source SS Swati S. Freelancer Computer Software Used the software for: 6-12 months ### "Your trustworthy CRM Friend" July 17, 2022 4.0 As a customer I am very much satisfied by the services that I have received from . As I own a small business this software really helped me a lot to gain more customers and as a freelancer also I got to work on many projects and managed to save a decent amount of time as the tools are really easy to use and less time consuming. Pros If you are in a sales field CRM is the root of your business, I work for a small business where I have to manage less number of customers but as a freelancer I have dealt with quite a huge number of customer as well so the best feature that this software provides is maintaining and analysing your data irrespective of it size. All the tools that you require for work such as Preparing the customer profile ,analysing your reports, maintaining the dashboard, scheduling the meeting with customers Almost everything is provided by this one software. is your true friend that you require to maintain a healthy relationship with your customers and increase your sales. Cons I have been using this software for more than 6 months now I am absolutely in love with it all it's tools are easy to use but definitely there are some areas which can be improved such as cost I guess it is quite expensive when it comes to using some of the important features that makes you stand out in sales business; you will have to pay quit a huge amount to avail those services as well as the speed and stability of the net it requires is not available everywhere so maybe this area can be improved as well . The Mobile app fails to give you satisfactory results when it comes to handling all the tools and features from remote areas. Review Source AG AbdulGhaniyyu G. Finance Officer Non-Profit Organization Management Used the software for: 2+ years ### "Salesforce Review" May 26, 2022 5.0 It has been a great experience for us and all our processes are now on being implemented through Salesforce. With Salesforce we have realized that work from home is a possibility. we were so happy that we have implemented salesforce before the breakout of covid-19, now we have a policy that allows for some weeks work from home in a year - this was not possible prior to the implementation of salesforce cloud when we thought all workers must be in the office to get work done Pros I especially like its ability to integrate with other software for various business processes, the customization is fantastic and having everything in one place is a great feature. With salesforce cloud we are able to work from anywhere - all you need is a system and internet connection! Cons Salesforce should ensure that All its implementing Partners have a wholistic view of "vital" business processes so that failure on their part is not seen as failure of Salesforce. In our instance, the Implementing Partner did not give priority to financial/accounting aspect of our business process, Accounting Seed was deployed after all the processes have been in place, it was during the handing over of the system that we got to realise that the component was not factored into the implementation. Reason for choosing Salesforce Sales Cloud We had no enough time to conduct a thorough review of SAP Review Source VR Verified Reviewer Senior Product Manager Financial Services Used the software for: 2+ years ### "Salesforce: 800 pound CRM Gorilla" May 19, 2022 4.0 With the popularity and pervasiveness of Salesforce, it probably deserves a spot on most people’s shortlists. Its longevity and interoperability with many other line-of-business systems make Salesforce a solid candidate. However, I can think of many instances where an organization would be better served by a niche product such as DealCloud or HubSpot. Pros Salesforce is undoubtedly the 800-pound gorilla in the CRM realm. Investments into an ecosystem that is ubiquitous and ever expanding are usually calculated good bets. Salesforce itself offers many vertical and horizontal integrations, and there is no shortage of 3rd party products and service providers. Salesforce Trailhead, its online academy, offers extensive self-paced tutorials and courses at a very competitive price: FREE. So getting ramped up on Salesforce is relatively accessible. Cons Out of the box, Salesforce is more of a framework than a complete solution. Some level of configuration is necessary for all but the simplest implementations. While a well-planned implementation may fit like gloves, a mediocre one will hinder usability and user adoption. On top of its above-average licensing costs, the total of ownership tends to be the higher end. Alternatives considered [DealCloud](https://www.capterra.com/p/139967/DealCloud/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Backstop](https://www.capterra.com/p/169054/Backstop/)[HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Salesforce Sales Cloud Longevity, industry support, hirable talents. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) To better align with our client base. Review Source SW Scott W. VP Sales, North America Computer Software Used the software for: 2+ years ### "Salesforce doesn't lack the power, but suffers in process flow and visuals" March 17, 2020 5.0 Interactions with Support at the time were forced. In terms of Ease of use: I believe the tool was fairly simple to follow when used consistently. The lead and contact managment elements of the tool were very strong and nuanced. From generating new leads, connecting them to an email campaign, nurturing the leads to the next stages of the cycle and then converting the leads into customers. For us, selling software, converting them to clients and then using Salesforce to track the implementation and consulting component was crucial. Salesforce did a wonderful job and reducing duplication. I definitely was able to handle more volume of prospects with Salesforce and direct my attention and activities to the highest value. And that is the point of the Sales side of a CRM. Pros Salesforce is a fantastic option for larger businesses that need powerful sales and service functionality within an integrated environment. I was just one team member of many, but I believe the tracking ability of a robust pipeline of prospects and the tools available to capture, recall, execute and update records through an elongated sales process allowed me to be more effective and efficient with my client time. Salesforce brags on its sales, marketing, and analytics toolset and in general these did not disappoint. The drill-down capabilities from the analytics dashboards were useful. Also, the ability to tie your email correspondence with prospects to quickly recall your last interaction was critical. Cons The internal tools for messaging and communication appeared archaic to me and almost always circumvented in favor of our own favorited instant messaging and posting platforms. The design of the data input screens was oddly spaced and placed. It wasn't the best flow when capturing info. However, admittedly, the platform allowed for great automation in the workflow and setup of custom fields. I don't believe my company spent the time evaluating the best use of the tool. And so my advice is to get a good definition of your processes and standards so that you can utilize Salesforce to the fullest. Review Source VR Verified Reviewer Manager Customer Success Computer Software Used the software for: 2+ years ### "Be sure you set it up for growth" November 11, 2021 4.0 It's hard to compete with the features available with SF Sales cloud, there is a lot available. Overall it's a bit overwhelming but there is a free educational site you can take advantage of. I don't have enough extensive experience in other similar programs to provide an adequate contrast for you, I can simply recommend you learn all you can do you know how you want things to work and what the features are, the obtain implementation assistance so that you're set up for success. Also please enable your staff as it can be overwhelming with all the features and permissions, etc. Pros Easy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process. Cons Most likely due to our initial implementation, pulling reports is sooooo tedious. doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes. 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