
What I like best about Salesforce Sales Cloud is its ability to centralize all customer and pipeline data in one structured, reliable system. It gives complete visibility into accounts, opportunities, activities, and forecasting, which makes sales tracking much more transparent and organized.
The customization capabilities are particularly valuable. We can tailor fields, workflows, reports, and dashboards based on our specific sales process, which helps maintain data discipline and consistency across the team.
It also improves collaboration between marketing and sales by ensuring clean handoffs, proper lead tracking, and clear ownership. Overall, it drives accountability, improves forecasting accuracy, and supports better decision-making. Review collected by and hosted on G2.com.
While Salesforce Sales Cloud is extremely powerful, the platform can feel complex, especially for new users. Without proper training and governance, data entry can become inconsistent, which impacts reporting accuracy.
Customization, while a strength, can also become overwhelming. Over-customization sometimes leads to cluttered layouts and fields that are not actively used, affecting usability.
Additionally, reporting can require advanced configuration to get exactly what you need, and performance can occasionally slow down when handling large volumes of data.
Overall, these challenges are manageable with strong internal processes, but improvements in user simplicity and streamlined reporting would enhance the experience further. Review collected by and hosted on G2.com.
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