# Page 36 | Salesforce Sales Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 36 - Is Salesforce Sales Cloud the right Lead Management solution for you? Explore 18784 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 (18784) 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 36 - Reviews of Salesforce Sales Cloud ## Showing most helpful reviews Showing 876-900 of 18784 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use KW Kristianna W. Sales supervisor Insurance Used the software for: 2+ years ### "Insurance sales made simple" July 28, 2022 5.0 My experience with Salesforce, and the majority of my team's experience, is a consensus that learning to use this software is quick and simple. Salesforce is user friendly, had multiple customization options to meet the needs of our business, allows is to track sales, clients, follow-ups, retention endeavors, and overall, allows our business to function. Pros This software enables my team of insurance agents, and our company as a whole, to keep track of leads, leads that have been converted to opportunities/clients, upcoming tasks (follow-up sales opportunities) with said clients, maintaining an efficient and effective client pipeline, to leave detailed and relevant notes on each account, etc. It is vital to keeping track of our day to day (and literally minute to minute) operations. Cons If I had to change anything, it would be how upcoming tasks (follow-up calls) appear on the client or member account (at least for the way in which our company utilizes this software). Tasks and notes left on a client's lead account, member account, opportunity, and household account do not cross over into one another with ease, making it easy to miss a note or upcoming appointment if each of those avenues are not explored. I would recommend notes and appointments to carry over to all "profiles" for any given client. Review Source PD Pritam D. Das company Animation Used the software for: I used a free trial ### "Good review " August 2, 2024 5.0 Salesforce Cloud is known for its scalability, flexibility, and customization capabilities, allowing businesses to tailor solutions to their specific needs. It also offers mobile access, artificial intelligence, and integration with other Salesforce tools and external applications Pros Sale cloud are highly scalable, allowing business to grow and extend Cons Salesforce cloud can be expensive especially for small business Review Source AP Aaron P. Financial Advisor Financial Services Used the software for: 6-12 months ### "By Far the Best CRM Out There, However EXTREMELY Expensive" August 13, 2020 5.0 Mostly positive except for the nagging reminder of how much you're paying out of pocket to use it. It makes it difficult to justify a purchase. Pros As a financial advisor/insurance broker in a sales position, everything about the CRM is very well thought out. To name a few: - Communications with prospects and clients is EXTREMELY important (and must be charted for compliance and regulation). Salesforce does an impeccable job at streamlining the communications with your contacts and also ensuring that they are recorded appropriately within each contact page. This goes for calls, emails, and meetings. - Sales process management is also vitally important. As a sales rep, I need to know at what stage each prospect is in the sales pipeline (especially when dealing with so many leads). The way Salesforce organizes this flow is intuitive and very easy to use. For example, they have a kanban feature that allows you to organize your deals as cards. - The last thing I'll mention is that the CRM as a whole has a place for anything that you can think of. So if you feel you need to automate certain tasks, Salesforce has a way for you to set up a workflow. If you want to write a note about your client, it also has a place for you to do so. If you want to customize your CRM experience, Salesforce is flexible and will create a way for you to do so. Cons The ONLY drawback that I have with this software is that it's way too expensive for a solopreneur . For the functionality that I need, I'm forced to upgrade to a higher tier, which can cost several bills a month. Compared with other more cost-effective CRMS i.e. Zoho CRM (which provides a lot of the same functionality as Salesforce) Salesforce does not cater well to the small to medium sized businesses that are just starting out. Review Source Peter H. Enterprise Account Executive Marketing and Advertising Used the software for: 2+ years ### "Salesforce is the state-of the-art sales solution" April 11, 2022 5.0 My overall experience with Salesforce is great! I am using Salesforce since over 5 years and this solution takes a big credit for my career in sales. Pros Salesforce has no weaknesses. This solution can cover all functions a sales institution needs. It is efficient, professional, and innovative. I am working with Salesforce since 5 years now and it is the only solution I would ever recommend for sales professionals. Cons I like the logic of this solution such as the very simple and efficient way of using it. Review Source Afthaab W. Senior Sales Consultant Telecommunications Used the software for: 6-12 months ### "Salesforce is a Critical tool in retail" March 30, 2024 5.0 My personal overall experience seems to be more positive then negative, it is a very crucial tool to have and use in a sales environment. Pros The best thing i realised during my time using salesforce, i feel the best thing about is the ease of access to, as well as the convenience of hasving an automatic lead generation, contact management, and CRM all in one, plus more Cons I find the that salesforce tends to be relatively unstable, and seems to have connection issues often, which can affect productivity. Review Source Sanskriti G. Senior Software Engineer Information Technology and Services Used the software for: 1-2 years ### "Salesforce; A dynamic approach to system administration" September 28, 2020 5.0 With Salesforce, we are able to get everything we need. We found salesforce, a best suited CRM platform for our office. It's great when it comes to track and monitor customer activities across every channel. With Salesforce we are able to boost productivity and resolve our underlying issues. We are able to set up marketing campaigns with salesforce enabling us to generate leads and drive sales, with a positive ROI. Pros Salesforce is itself a core product and has pre-built functionality that every sales team needs. In salesforce things are clearly organized into records; the records comprise of the structures and can be customized as per the necessity. Salesforce is great for customization without writing a single line of code. Most significantly, salesforce supports drag and drop tools that let you automate anything you need at work. Creating multiple records, working with flow-charts is quick and efficient in either way. Cons Talking about the downside, Salesforce is quite expensive when it comes to pricing. The product is subscription-based, and if your company has a large number of employees and you need to subscribe to each person, and the cost would be much higher, which would be more disappointing in terms of pricing. Review Source BF Blake F. coordinator Biotechnology Used the software for: 2+ years ### "One of those necessary evils" November 6, 2023 3.0 It's the best of a terrible product catagory--no such thing as a good CRM, but I would probably switch to hubspot if I had no budget or performance restrictions Pros It's the leader, been doing it as long as almost anyone--and being the most popular platform means it has a nice ecosystem of support content. Cons It requires the commnity of support and content that it has created. Too expensive in additional training and contractor costs to keep it an org value--if you have SF it's worth investing to get it fully workable--I would never onboard salesforce brand new at any company. Reason for choosing Salesforce Sales Cloud I did not have a choice in the purchase. I was hired for this role because of my previous experience with salesforce. Review Source chow J. marketing specialist Computer Software Used the software for: Less than 6 months ### "Salesforce Sales Cloud is an on-demand CRM platform for small" June 20, 2022 5.0 is an on-demand CRM platform for small, medium, and big enterprises that focuses on sales and customer connections. CRM capabilities on this platform include lead management, marketing automation, and contact management. These systems can be used to manage client accounts, track leads, run and monitor marketing campaigns, and provide post-sale customer service. Pros Because reminders, sales tracking databases, task managers, and calendar features have become key components of the daily routine, Salesforce is not only incredibly easy to use, but also extremely beneficial for all sales professionals within a specific group. Because we work in such a fast-paced and ever-changing environment, all members of our team must be familiar with sales, finance, and servicing processes in order to maximize all possible transactions and convert units as rapidly as possible. Cons I have yet to come across any Salesforce disadvantages, as the software has proven to be extremely useful in keeping my Sales team informed, on time, converting more leads, and more invested in their work output by setting daily reminders to hold each Salesman accountable for their daily tasks and follow ups. Alternatives considered [Webex Suite](https://www.capterra.com/p/237272/Webex/) Reason for choosing Salesforce Sales Cloud Salesforce is a product that I would recommend to any organization of any size that wants to grow by setting goals and cooperating as a team. Whether your company has two salespeople or 200, Salesforce is the only sales tracking and data management CRM you'll ever need. The unique components and access granted to each user are incredibly valuable. Review Source Geoffrey S. Registrar and Travel Coordinator Education Management Used the software for: 2+ years ### "Salesforce for a Global Education Organziation" February 5, 2019 5.0 We use Salesforce to plan and organize our accounts, events, external partners, and record keeping. We additionally use the system to act as the primary contact database for our global organization. Lately, we have implemented the service console to also use Salesforce as our primary customer response tool and to automate certain consistent financial transactions used by our business. Salesforce is the industry benchmark for contact management systems for Nonprofits. It's a wonderful tool to be able to manage work, travel, finance, reporting, and contacts for global organizations and national organizations. A diverse and malleable tool, excellent Salesforce administrators can turn this system into the most important tool your organization has. However, you will want to ensure global understanding of the use of various fields and explore the possibility of integrating systems like Oracle prior to over customizing your Salesforce instance. Pros \- The system acts as an excellent contact management database that allows one to quickly sort, group, and manage different stakeholders and organizations. - Service Console provides an easy global solution to transfer customer concerns to the appropriate individual or teams. - Reporting features are used to provide consistent updates regarding our events, customer service, and travel. Cons \- Improved version histories could help prevent miscommunication or revert undesired changes - It was difficult to implement across our offices around the globe, and we've had some difficulties in ensuring that all offices are using the tools in the same way. - Over-customization makes can make integration with other systems more difficult or impossible. Review Source SH Samir H. Insurance Claims Specialist Insurance Used the software for: 1-2 years ### "Absolutely wonderful but there's always room for improvement!" May 30, 2024 4.0 Pros I like that it is detail oriented and has all information needed to allow you to work at ease and accomplish so many tasks at once or access so many files at once. It allows you to make calls, mute calls, call a third party at the same time, it also is very organized and it's so easy to navigate. Cons It glitches at times, it goes down for several reasons, so it's frustrating especially if you are in the middle of critical tasks. Review Source Vijeta C. Senior Manager - Marketing & Communications Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "One-In-All Sales & Support Solution to convert leads into business & improve retention" February 11, 2022 4.0 We find it as a great customer management solution that provides great insights across the complete sales funnel and buyer journey by informing at every point how many users proceeded down to a certain path towards conversion. The custom reporting and dashboards help in better lead monitoring, segmentation and conversion. Pros It has been of a great help in executing our Go-To-Market strategies for application intensive solutions and product offerings through providing us better forecasting, customer journey, and lead generation & conversion. Cons It's very costly and needs a lot of experience to understand and use all the features. Review Source BJD Bryan John D. Quality Assurance Supervisor Consumer Services Used the software for: 1-2 years ### "Tool to use for productivity" February 3, 2024 5.0 Completely happy with this tool and would recommend it to other companies to use it for their employees. Pros I like the interface. It easy to use and easy to manage. It was provided to us at work and I didnt have a hard time learning how to use it. It's user friendly. Cons to be honest, I can't think of anything that I didnt like about Salesforce Reason for choosing Salesforce Sales Cloud It was provided to us at work. I didnt know Salesforce before, but when I started using it, all I can think about is "everyone should start using this" Review Source Diego R. Analista de Sistemas Higher Education Used the software for: 6-12 months ### "Comentarios Salesforce" June 21, 2024 5.0 Pros Análisis e informes de ventas potentes Mayor colaboración en ventas Cons Es una plataforma compleja con una amplia gama de funciones y configuraciones. El costo es alto Review Source LW Lauren W. Digital Marketing Lead Hospital & Health Care Used the software for: 2+ years ### "Everything in one place! A great tool for Sales and Marketing collaboration. " August 30, 2023 4.0 Using integration of SFDC with our marketing automation system allows us to send out marketing campaign communication to our customers, and have their activities tracked in a place that the field force can access to understand their customers better and to support their customer conversations. Pros The ability to integrate with other software (i.e. Marketo and Showpad) is very beneficial to our business, and has helped with increasing adoption of SFDC. Cons I have used SFDC in several companies, and in each, the biggest challenge is data cleanliness. Given that Leads and Contacts are often owned by multiple associates, and across multiple business units, there is high potential for duplication which makes our marketing efforts more challenging. Review Source Jake D. Sales Rep Health, Wellness and Fitness Used the software for: 1-2 years ### "Salesforce is great if the entire team commits to it" September 19, 2023 4.0 I found it overall to be a necessary evil as a sales rep. Lots of clicking and management was needed to keep it running and a few bad reps not using it well created huge issues. Pros I liked how easy it was to see my book of business and forecast / run reports on it. I was able to automate my day of work by the 3rd month in when I really committed to using it. Cons Logging calls and managing actions not taken in salesforce was often timely. Also needed help from my admin regularly to make changes. Review Source EP Elena P. Web Communications Coordinator Civic & Social Organization Used the software for: 2+ years ### "SalesForce: very powerful, but make sure you're ready!" November 28, 2018 4.0 We're a union, so we have a little bit of a different situation than a lot of businesses who use Salesforce, but it's been incredibly helpful in allowing us to build an internal leadership structure where we can show the relationships between our members. It has also allowed us to track member activity & engagement in some very powerful ways, and to track the work of our organizers and representatives. Pros Really allows you to track your customers/clients/members/leads and see the arc of their interaction with your organization. If you also use something like Pardot to manage emails and online forms, it will give you a complete life timeline for the individual and how they have interacted with you. Allows you to create a journey & experience based on their interactions with you and to give quick follow-up when someone shows signs of life. The only caveat here is that you have to be ready to use it. That means more than just having people trained in how to use the interface, but making sure everyone is on board for how this kind of data can and SHOULD inform and change how you interact with your clientele. If you're used to getting back to people within 24 hours, you need to be ready to shift that to 20 minutes. If you're used to treating everyone the same, you'd better be ready to create drip/nurture programs based on behavior. If you aren't ready to use it to its full capacity, it isn't worth the investment, but if you are able to use it the way it's meant to be used, it's incredibly powerful. Cons It has a steep learning curve. I've been using it for a couple of years now, and I know that I still have barely scratched the surface of what I could be able to do, but I don't have time to devote to just learning SalesForce when it's not my core job. Definitely recommended for larger orgs where you can have a team devoted to support. Also, I hate the way they continually try to sell you new add-ons to the core product. Review Source VR Verified Reviewer Marketing Manager Financial Services Used the software for: 2+ years ### "Sales Cloud worth the money" August 28, 2023 5.0 Overall good experience. I would recommend this tool but only if the company is big enough and has the budget for it. For smaller companies I would not recommend it. Pros For a company our size that handles the processes that we do this tool makes perfect sense. Cons Just like any other tool it can sometime be buggy and it takes time to make customized changes to certain things based on our business. Review Source Dijin D. client Partner Information Technology and Services Used the software for: 6-12 months ### "Amazing tool to make sales associates and management's life easier and productive" June 27, 2022 4.0 I would like to congratulate the team in developing an amazing as well as useful product. Kudos to your hard work. You guys went through the customer journeys very well. Pros I like the user interface and timely upgrades that the product offers. Cons It takes time for a beginner to get used to this product while there are lot other products which can be learned in shorter periods. Switched from [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) It was tedious and unproductive using the existing CRM. Review Source VR Verified Reviewer Vollzieht Electrical/Electronic Manufacturing Used the software for: 1-2 years ### "Dieses Programm ist eines der besten Programme zum Programmieren" November 11, 2023 5.0 Ich rate allen Programmierern, es zu verwenden Pros Benutzerfreundlichkeit und Qualität der Leistung Cons Ich finde an diesem Programm nichts Negatives Review Source VR Verified Reviewer Custmer Servise Specialist Telecommunications Used the software for: 1-2 years ### "Very good program " February 10, 2024 4.0 My experience is excellent. I have been using it for more than a year and I always recommend it Pros What I liked most. Large customer base. Effective support from management and effective plans and strategies to create new customers Cons not much. I have not seen anyone complain about this special program Review Source EA Emmanuel A. Fundraising Director Education Management Used the software for: 2+ years ### "A perfect fit for our Non Profit Organisation" June 27, 2022 5.0 I've found it didn't take too long for the team to use Salesforce. I was so happy with it from my last contract with a previous company that I recommended it with my new client. Pros Can easily track conversations with leads Moving opportunities through the pipeline is simple & easy Can easily integrate into RocketReach & Gmail Salesforce gives a lot of free training Cons We had some initial issues integrating Gmail with Salesforce, but the support team was patient and managed to fix the issues. Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Reason for choosing Salesforce Sales Cloud Cost & experience with using Salesforce previously. Review Source nP nandyala P. Developer Information Technology and Services Used the software for: 6-12 months ### "Salesforce is a full-featured CRM software for all types of businesses. With Salesforce Small Busine" June 23, 2017 4.0 Firstly, there is little to no risk when using Salesforce. Due to its low acquiring costs and low-risk management as an organization tool, there is very little to lose and a lot to benefit from. The database that Salesforce uses is also helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company. Pros Firstly, there is little to no risk when using Salesforce. Due to its low acquiring costs and low-risk management as an organization tool, there is very little to lose and a lot to benefit from. The database that Salesforce uses is also helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company. Salesforce and good customer service comes hand in hand. It allows customization of profiles for individual customers as well as quick, organized access to individual records There is also no need to purchase software and hardware systems to help maintain and keep the application running. Therefore, unlike most software, Salesforce requires no capital investment. The integrated solutions allow users to work more efficiently and increase the value of each part of the customer life cycle. Moreover, Saleforce analytics and its reporting function gives its users the ability to expand their campaign capacity. As a result, overall productivity can be increased and profit can be maximized. Since Salesforce is an application and no software is required, there is no need for constant updates as Salesforce will update automatically. Cons At times, there can be too much customization and the interface can be filled with cumbersome and tedious tools which can be seen as repetitive or distracting. Some users face difficulties in the transition between transactions. Some have to go through multiple screens to process transactions. Salesforce has its own maintenance schedule since runs on its own cloud server. As a result, there are times that the application will not be accessible. Users can also lose a personal touch as in the process of automation Salesforce contains barriers to adoption. This means that even though Salesforce is cheap, the cost to integrate the application and redesigning their IT to incorporate it into a company is not the same as the cost of acquiring Salesforce. It is possible that the cost of integrating it can exceed the costs of the software itself. Review Source Tyler D. Project Engineer Construction Used the software for: 1-2 years ### "Saleforce is very effective and efficient way of keeping track of clients, leads, and customers. " July 9, 2018 5.0 Pros I have been in sales for over 8 years and used many different sales software programs. Salesforce was by far my favorite and the most efficient one of them all. You can set up reminders to call leads at certain dates or a recurring amount. When your company uses it you can track everybody's sales and customers through it. It has a social media aspect to it by being able to tag co-workers with task and different clients. The filtering process was effective on how you can view the different leads. The company I worked for was the entire US and each person had different regions. You can filter it from different locations, companies, types of account, etc... When using it on the phone you can click on the number of someone and the phone pops up with the number dialed. You can link your email to this and have it auto populate the email with the account as well. When you call on the leads it is easy to add the notes relevant to your phone call or site visit. Easily look at everyone's activity as well when you need to. Cons There is not many complaints at all about Salesforce except it would be nice to have some better automation with the app and tracking. For example if you called a lead from the app it would be nice to auto track the time you called the lead. It would also be nice to see a little more customization on your individual dashboard as well. You can customize many aspects of Salesforce except for it is limited on dashboard and everyday use. Other than those few things I can't think of much that would make it a better tool for sales people. Review Source NN Nancy N. Sales Rep Insurance Used the software for: 2+ years ### "SalesForce is great if you have it dialed in to your specific business" June 17, 2021 5.0 I have not been overly thrilled with Salesforce because of how cumbersome it can be. It could be that our company just doesn't know how to make it work for all offices. Pros You can use it for many things - sales tracking, follow up, inter office communication. It's has a ton of really excellent features...way too many to list since it's very deep and dense and depends on what business you're in and how you want to use it. Cons Because it is so complex and can be used for many types of business, it can be tricky to get it laser focused on what you need it for. For instance, I am an insurance sales rep and we have offices nationwide. Each office functions a bit differently because offer unique products by market. Getting Salesforce to work for all offices has been very hard. We've had Salesforce for years and, quite frankly, we're still trying to drill down to figure out the best way to use it. Review Source SB Sabrina B. Risk Manager Banking Used the software for: 1-2 years ### "Gestione dettagliata del processo di vendita" April 16, 2023 4.0 Utilizzo il software per montare l'andamento dell'intero processo di vendita, identificarne eventuali criticità da superare, e prevedere il raggiungimento del budget. Il software, inoltre, è particolarmente utile per la gestione dei contatti dei clienti. Pros è un ottima soluzione CRM, la quale permette alle imprese di analizzare e tracciare i rapporti con i clienti, raccogliere informazioni sulle preferenze, clusterizzarli in gruppi specifici per targettizzare le campagne di marketing, di cui è possibile valutare l'efficenza, e tenere traccia dell'interno processo di vendita. Il processo di vendita, inoltre, grazie alle funzionalità del software può essere adeguatamente automatizzato, questo consente di velocizzarlo e di gestirlo in modo maggiormente efficiente. Il processo di vendita, inoltre, può essere monitorato in modo dettagliato mendante la costruzione di report personalizzati, che consento di definire il raggiungimento degli obiettivi, e di identificare eventuali ostacoli alla chiusura del contratto. Cons Il software non presenta particolari defetti. Funziona in modo adeguato ed è sufficientemente veloce, probabilmente non è intuitivo da usare e necessità di qualche giorno di formazione su una nuova risorsa per renderla operativa. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Talk to a Capterra advisor for free and get results within 15 minutes.