Salesforce Sales Cloud Reviews & Product Details

What I like most about Salesforce Sales Cloud is how well it organizes the entire sales process. It becomes very easy to track leads, opportunities, and customer interactions all in one place. The dashboards and reports give a clear view of the pipeline, and the automation features help save a lot of manual effort. Once everything is set up, it really improves visibility and makes the team more efficient. Review collected by and hosted on G2.com.

The main downside is the learning curve. New users often find the interface a bit overwhelming because there are so many features and settings. Sometimes simple actions take more clicks than expected, and system updates occasionally change the layout, which requires re-adjustment. Apart from that, most things work well once you get used to it. Review collected by and hosted on G2.com.

1. Centralizes the entire sales process, including leads, opportunities, accounts, and activities, in one platform.

2. It is flexible and customizable to fit real business workflows.

3. It has strong automation features with Flows and process automation, which saves a lot of manual effort.

4. It gives excellent visibility through real-time reports and dashboards for tracking pipeline and performance.

5. It enhances the working relationship between the sales reps and managers with common data.

6. It also adapts easily to meet changing demands.

7. It comes with a friendly interface, which easily allows sales people to master the system. Review collected by and hosted on G2.com.

1. Can be confusing for first-time users, in particular because of the number of options available

2. The initial configuration and customization may consume considerable time if not planned properly

3. Licensing fees as well as costs associated with add-ons can be quite steep when working in small teams or managing a small business

4. Certain standard functions must be further customized for specific business applications

5. Performance may gradually slow down in poorly optimized orgs as might be overwhelmed by too many automations in their ors.

6. Reporting is a robust capability in itself, though there is a learning curve with more advanced reports and diagnostic views.

7. The system requires constant maintenance to ensure it remains clean and efficient. Review collected by and hosted on G2.com.

I really like about Salesforce on tracking my project and working hours. It makes my time management much easier because I can exactly see where every lead is in the pipeline. Having a single source of truth for our project milestones and team task help me/us stay organized and hit our deadlines consistently. Review collected by and hosted on G2.com.

Sometimes the project management interface feels a bit cluttered, which can make quick time management update like feel like a chore. There is a steep learning curve in setting up automated tracking and I wish the time logging features were a bit more intuitive for daily administrative tasks without needing so many clicks. Review collected by and hosted on G2.com.

Salesforce sales cloud stands out as a powerful and scalable CRM platform that helps streamline sales operations, improve visibility and drive better decision making across teams.

Sales teams can quickly access critical customer data and focus more on selling rather than administrative work.

The platform adapts well to different business models and scales as requirements grow.

Sales cloud integrates seamlessly with other salesforce products, email platforms, marketing and support tools. Review collected by and hosted on G2.com.

Onboarding can take time, and productivity may initially dip for users unfamiliar with CRM systems.

Smaller organizations may find the total cost of ownership high compared to simpler CRM tools.

Implementation and ongoing maintenance can be resource intensive. Review collected by and hosted on G2.com.

Salesforce's sales cloud is one of the best bacause of its end to end sales cycle which is highlly custamizable and user frienddly. There are several things such as the standard objects and the previlage to create custom objects and other things as per the business requirements. I woork as a developer and the lightning flows is life saver because I don;t need to write a single line of code to autoate several things. Review collected by and hosted on G2.com.

The one thing which I dislike about salesforce sales cloud is that the lightning UI is is sometimes takes too much time to get loaded. For example, If I make any kind of changes in the page layout or in flexi page (lightning record page) it takes too much time to get reflected which is a headache for me as a developer. Review collected by and hosted on G2.com.

Sales Cloud offers an excellent sales model that is especially easy for newcomers to grasp. One of its standout features is the lead conversion process, which I find particularly effective. During the sales cycle, when it's time to handle contracts, it's possible to integrate DocuSign, making the process smoother. After integrating DocuSign, the approval process allows documents to be signed according to the role hierarchy, which adds a layer of security and organization. Additionally, the lead scoring functionality helps determine the likelihood of converting a lead, which is very useful. The Account Team and Account Hierarchy features are also valuable aspects of the platform. Review collected by and hosted on G2.com.

Salesforce offers a highly capable service cloud agent, but I believe there is still room for improvement in the sales agent. When I tried to schedule a meeting for a client using the sales agent, the meeting was not successfully set up. Additionally, the sales coach could be improved, as its responses when approaching clients are not yet as effective as they could be. Review collected by and hosted on G2.com.

The best part about sales cloud is the end to end journey of a lead, I can see the business is getting the lead and the entire journey of the lead is something that gives a lot of insight - where to put in more efforts to convert the lead and where the process is going smooth.

Then to have opportunity and product in the same view is additional benefit. This makes the business more efficient without adding much customization. Review collected by and hosted on G2.com.

Lightning record page changes takes quite some time to refresh and reflect. Review collected by and hosted on G2.com.

I like the flexibility of Salesforce Sales Cloud. The fields can be customized according to different stages of leads, contacts, or opportunities, and the CPQ is fully customizable. As a user, I am almost 100% autonomous in managing an opportunity from stage 1 to close won. The fact that the platform is flexible and customizable allows me to work more efficiently, ensuring all information is saved and I can deliver more value to the client quickly. Being autonomous is very important for quickly dealing with clients. Review collected by and hosted on G2.com.

I'm not exactly sure, but perhaps the reporting piece could be a bit easier (intuitive) to use. Also, I think the initial setup should have been complex. Review collected by and hosted on G2.com.

As a developer, when the customer comes with any problem or any new requirement which they want to get implemented related to sales, The Sales Cloud offers various standard objects which is very useful and speeds up the implementation as most of the things are available out of the box. Review collected by and hosted on G2.com.

We had a requirement in which we had to enable the Person Account. But the limitation of Sales Cloud or we can say it is a Salesforce limitation that once the Person Account is enabled, we cannot disable it. Which can cause issues if there is a need to do a rollback, we simply cant disable that option. Review collected by and hosted on G2.com.

The best I like is Lead Converted Process and Person Account feature like we can easily Implement the B2C and B2B feature. it is easy to integrate as well because i have integrate docusign with sales cloud and I found very easy to generate the document. Review collected by and hosted on G2.com.

There is one issue I found when we are change the account record to person account record then the system will change the created date of linked contact. Due to that we have faced lot of issue and the main point is that it not mention in any document of saleforce. Review collected by and hosted on G2.com.